Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | President - PSE&G | March 02, 2021 | March 04, 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.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date March 02, 2021 · Filed March 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,501.443 |
Ending reported balance
After 2021-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-02 · Grant · Acquired 16,836.418 · Balance 71,406.443 Row 2 · 2021-03-02 · Tax withholding · Disposed 7,905 · Balance 63,501.443 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,526.7033 |
Reported balance
Holding disclosure · report date 2021-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,526.7033 |
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 |
|---|---|---|---|---|---|---|
| March 02, 2021 Filed Mar 4, 2021 22:19 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 7,905 | $54.69 | $432,324.45 |
DisclosureSEC source: 0001225208-21-004739 · doc4.xml · nonDerivative · entry 2 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,501.443 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:19 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 16,836.418 | $54.69 | $920,783.70 |
DisclosureSEC source: 0001225208-21-004739 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,406.443 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 7,041 | $57.95 | $408,025.95 |
DisclosureSEC source: 0001225208-21-002972 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,570.025 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:22 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 1,661 | $57.77 | $95,955.97 |
DisclosureSEC source: 0001225208-21-000506 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,367.402 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 1,964 | $52.52 | $103,149.28 |
DisclosureSEC source: 0001225208-20-004339 · doc4.xml · nonDerivative · entry 2 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,472.2502 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 5,682.64 | $52.52 | $298,452.25 |
DisclosureSEC source: 0001225208-20-004339 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,436.2502 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 6,913 | $59.02 | $408,005.26 |
DisclosureSEC source: 0001225208-20-002944 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,753.6102 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:07 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 617 | $58.99 | $36,396.83 |
DisclosureSEC source: 0001225208-20-000513 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,731.7512 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 2,956 | $59.05 | $174,537.02 |
DisclosureSEC source: 0001225208-19-004626 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,727.1737 Read SEC document |
| February 19, 2019 Filed Feb 25, 2019 22:10 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 5,870 | $56.22 | $330,011.40 |
DisclosureSEC source: 0001225208-19-003522 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,771.1737 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:06 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 845 | $51.51 | $43,523.84 |
DisclosureSEC source: 0001225208-19-000614 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,701.5552 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 4,134 | $48.47 | $200,374.98 |
DisclosureSEC source: 0001225208-18-005339 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,969.2637 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:48 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 5,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003906 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,733.3197 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:20 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 977 | $51.46 | $50,276.42 |
DisclosureSEC source: 0001225208-18-000740 · doc4.xml · nonDerivative · entry 1 Daly David Matthew · CIK 0001719072 · President & COO - PSE&G 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,497.9592 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.