Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Pres. WI Utilities | November 22, 2021 | November 23, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEC ENERGY GROUP, INC.
Report date November 22, 2021 · Filed November 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,806 |
Ending reported balance
After 2021-11-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-11-22 · Exercise / conversion · Acquired 8,265 · Balance 14,071 Row 2 · 2021-11-22 · Sale · Disposed 8,265 · Balance 5,806 F1: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.89 to $91.28, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.02 · Expires 2028-01-02 | Direct | 0 |
Reported balance
After 2021-11-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-22 · Exercise / conversion · Disposed 8,265 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectERSP | 1,650.733 |
Reported balance
Holding disclosure · report date 2021-11-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,650.733 F2: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of October 31, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.89 to $91.28, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
F2: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of October 31, 2021.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 22, 2021 Filed Nov 23, 2021 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 8,265 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-21-000287 · wf-form4_163770652388081.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,265 shares Expires 2028-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 8,265 | $91.04 | $752,409.23 |
DisclosureSEC source: 0000107815-21-000287 · wf-form4_163770652388081.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,806 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.89 to $91.28, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 8,265 | $66.02 | $545,613.98 |
DisclosureSEC source: 0000107815-21-000287 · wf-form4_163770652388081.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,071 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 10,312.4678 | $96.97 | $1,000,000.00 |
DisclosureSEC source: 0000107815-21-000241 · wf-form4_162974995665093.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,538.5201 Underlying: Common Stock · 10,312.4678 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 13,269 | $0.00 Strike: $91.06 | $0.00 |
DisclosureSEC source: 0000107815-21-000046 · wf-form4_160998461504245.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,269 Underlying: Common Stock · 13,269 shares Expires 2031-01-04 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 352 | $91.06 | $32,053.12 |
DisclosureSEC source: 0000107815-21-000046 · wf-form4_160998461504245.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,806 Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-21-000046 · wf-form4_160998461504245.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,158 Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 8,675 | $0.00 Strike: $58.31 | $0.00 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · derivative · entry 8 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,675 shares Expires 2027-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 9,525 | $0.00 Strike: $50.93 | $0.00 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · derivative · entry 7 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,525 shares Expires 2026-01-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,993 | $106.11 | $211,473.04 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · nonDerivative · entry 5 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 F3 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.03 to $106.19, inclusive. The reporting person undertakes to provide WEC, any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 14,507 | $105.54 | $1,531,125.36 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · nonDerivative · entry 4 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,227 F2 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.02 to $106.01, inclusive. The reporting person undertakes to provide WEC, any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,700 | $104.59 | $177,798.92 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · nonDerivative · entry 3 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,734 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.01 to $104.98, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 8,675 | $58.31 | $505,795.88 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 21:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 9,525 | $50.93 | $485,060.63 |
DisclosureSEC source: 0000107815-20-000291 · wf-form4_160521722544890.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 8,835 | $0.00 Strike: $52.90 | $0.00 |
DisclosureSEC source: 0000107815-20-000097 · wf-form4_158284032017628.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,835 shares Expires 2025-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 8,835 | $102.07 | $901,831.74 |
DisclosureSEC source: 0000107815-20-000097 · wf-form4_158284032017628.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.75 to $102.38, inclusive. The reporting person undertakes to provide WEC Energy Group,Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 21:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 8,835 | $52.90 | $467,327.33 |
DisclosureSEC source: 0000107815-20-000097 · wf-form4_158284032017628.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,069 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 21:33 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 509.2679 | $96.42 | $49,103.61 |
DisclosureSEC source: 0000107815-20-000063 · wf-form4_157964240471405.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,779.3926 Underlying: Common Stock · 509.2679 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · kind: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 02:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 108 | $91.12 | $9,840.42 |
DisclosureSEC source: 0000107815-20-000046 · wf-form4_157836521686312.xml · nonDerivative · entry 3 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,234 Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 12,881 | $0.00 Strike: $91.49 | $0.00 |
DisclosureSEC source: 0000107815-20-000046 · wf-form4_157836521686312.xml · derivative · entry 5 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,881 Underlying: Common Stock · 12,881 shares Expires 2030-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 234 | $91.49 | $21,408.08 |
DisclosureSEC source: 0000107815-20-000046 · wf-form4_157836521686312.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,342 Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000046 · wf-form4_157836521686312.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,576 Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherCommon Stock | 1,121.187 | $89.30 | $100,122.00 |
DisclosureSEC source: 0000107815-19-000256 · wf-form4_156564535390963.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Indirect · ERSP Disclosed balance after: 1,551.449 F1 · balance_after: Includes shares acquired under WEC Energy Group's Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of August 8, 2019. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,000 | $89.14 | $178,270.00 |
DisclosureSEC source: 0000107815-19-000256 · wf-form4_156564535390963.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,629 Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 22:26 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 13,675 | $0.00 Strike: $41.03 | $0.00 |
DisclosureSEC source: 0000107815-19-000142 · wf-form4_155182477024247.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,675 shares Expires 2024-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 22:26 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 13,675 | $75.72 | $1,035,535.27 |
DisclosureSEC source: 0000107815-19-000142 · wf-form4_155182477024247.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,629 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.5696 to $75.9000, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 22:26 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 13,675 | $41.03 | $561,016.88 |
DisclosureSEC source: 0000107815-19-000142 · wf-form4_155182477024247.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,304 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 21:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 391.015 | $70.86 | $27,707.32 |
DisclosureSEC source: 0000107815-19-000095 · wf-form4_154819338128550.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,604.6338 Underlying: Common Stock · 391.015 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · kind: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP). Prior Forms 4 stated that phantom stock units accrued under the EDCP were to be settled following the reporting person's retirement or other termination of employment. However, the EDCP also allows for in-service distributions prior to termination of service. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP). Prior Forms 4 stated that phantom stock units accrued under the EDCP were to be settled following the reporting person's retirement or other termination of employment. However, the EDCP also allows for in-service distributions prior to termination of service. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 103 | $67.90 | $6,993.19 |
DisclosureSEC source: 0000107815-19-000076 · wf-form4_154698576647944.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,629 Read SEC document |
| January 03, 2019 Filed Jan 5, 2019 01:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 108 | $67.81 | $7,323.48 |
DisclosureSEC source: 0000107815-19-000047 · wf-form4_154665187145480.xml · nonDerivative · entry 3 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,732 Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 12,736 | $0.00 Strike: $68.18 | $0.00 |
DisclosureSEC source: 0000107815-19-000047 · wf-form4_154665187145480.xml · derivative · entry 5 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,736 Underlying: Common Stock · 12,736 shares Expires 2029-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 95 | $68.18 | $6,476.63 |
DisclosureSEC source: 0000107815-19-000047 · wf-form4_154665187145480.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,840 Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000047 · wf-form4_154665187145480.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Pres. WI Utilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,935 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 21:27 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GiftCommon Stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000294 · wf-form4_154240364900126.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,824 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 23:45 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 17.4222 | $62.01 | $1,080.35 |
DisclosureSEC source: 0000107815-18-000116 · wf-form4_151796069304165.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,442.4375 Underlying: Common Stock · 17.4222 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 23:02 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 371.2586 | $63.11 | $23,430.13 |
DisclosureSEC source: 0000107815-18-000098 · wf-form4_151674853234765.xml · derivative · entry 3 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,425.0153 Underlying: Common Stock · 371.2586 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. Executive Deferred Compensation Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 23:02 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 17.1185 | $63.11 | $1,080.35 |
DisclosureSEC source: 0000107815-18-000098 · wf-form4_151674853234765.xml · derivative · entry 2 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,053.7567 Underlying: Common Stock · 17.1185 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. Executive Deferred Compensation Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 05, 2018 Filed Jan 23, 2018 23:02 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 15.628 | $64.87 | $1,013.79 |
DisclosureSEC source: 0000107815-18-000098 · wf-form4_151674853234765.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,036.6382 Underlying: Common Stock · 15.628 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. Executive Deferred Compensation Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:03 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 112 | $65.48 | $7,333.76 |
DisclosureSEC source: 0000107815-18-000065 · wf-form4_151544539501810.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 116 | $65.69 | $7,619.75 |
DisclosureSEC source: 0000107815-18-000045 · wf-form4_151511254466189.xml · nonDerivative · entry 3 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,601 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 8,265 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-18-000045 · wf-form4_151511254466189.xml · derivative · entry 5 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,265 Underlying: Common Stock · 8,265 shares Expires 2028-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 104 | $66.02 | $6,865.56 |
DisclosureSEC source: 0000107815-18-000045 · wf-form4_151511254466189.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,717 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000045 · wf-form4_151511254466189.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $37.46 | $0.00 |
DisclosureSEC source: 0000107815-17-000223 · wf-form4_150300430772181.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2023-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 10,000 | $64.44 | $644,371.00 |
DisclosureSEC source: 0000107815-17-000223 · wf-form4_150300430772181.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,059 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.36 to $64.51, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 10,000 | $37.46 | $374,600.00 |
DisclosureSEC source: 0000107815-17-000223 · wf-form4_150300430772181.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,059 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2017 Filed May 16, 2017 21:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 25.1987 | $60.79 | $1,531.83 |
DisclosureSEC source: 0000107815-17-000172 · wf-form4_149496954749627.xml · derivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,506.4693 Underlying: Common Stock · 25.1987 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| May 08, 2017 Filed May 9, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 7,935 | $0.00 Strike: $37.46 | $0.00 |
DisclosureSEC source: 0000107815-17-000165 · wf-form4_149436436447782.xml · derivative · entry 4 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 7,935 shares Expires 2023-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 08, 2017 Filed May 9, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 7,935 | $61.30 | $486,451.21 |
DisclosureSEC source: 0000107815-17-000165 · wf-form4_149436436447782.xml · nonDerivative · entry 2 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,059 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.188049 to $61.50, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 08, 2017 Filed May 9, 2017 21:12 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 7,935 | $37.46 | $297,245.10 |
DisclosureSEC source: 0000107815-17-000165 · wf-form4_149436436447782.xml · nonDerivative · entry 1 Metcalfe Tom · CIK 0001671102 · Exec. VP - Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,994 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.