Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | Executive Vice President | December 14, 2020 | December 16, 2020 |
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.
MGE ENERGY INC
Report date December 14, 2020 · Filed December 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| MGEE Common StockSEC Table I · non-derivative | Direct | 7,134.2668 |
Reported balance
After 2020-12-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-12-14 · Gift · Disposed 350 · Balance 7,134.2668 F1: Gifted shares to a charitable organization F2: Includes shares acquired through dividend reinvestment |
| MGEE Common StockSEC Table I · non-derivative | IndirectSee Footnote | 166.6965 |
Reported balance
Holding disclosure · report date 2020-12-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 166.6965 F2: Includes shares acquired through dividend reinvestment F3: Represents vested beneficial interest in shares held in the company 401K |
| MGEE Common StockSEC Table I · non-derivative | IndirectSee Footnote | 99.6135 |
Reported balance
Holding disclosure · report date 2020-12-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 99.6135 F2: Includes shares acquired through dividend reinvestment F4: Represents shares owned by adult child utilizing residence for delivery of mail |
Filing footnotes · ownership attribution and instrument terms
F1: Gifted shares to a charitable organization
F2: Includes shares acquired through dividend reinvestment
F3: Represents vested beneficial interest in shares held in the company 401K
F4: Represents shares owned by adult child utilizing residence for delivery of mail
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 |
|---|---|---|---|---|---|---|
| December 14, 2020 Filed Dec 16, 2020 17:10 UTC | MGE ENERGY INC MGEE · Entity 4253 | GiftMGEE Common Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-20-000103 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JEFFREY C · CIK 0001182989 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,134.2668 F1 · shares: Gifted shares to a charitable organization F2 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 15:03 UTC | MGE ENERGY INC MGEE · Entity 4253 | GiftMGEE Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-19-000053 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JEFFREY C · CIK 0001182989 · EVP CFO Sec and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484.2668 F1 · shares: Gifted shares to a charitable organization. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 19:47 UTC | MGE ENERGY INC MGEE · Entity 4253 | GiftMGEE Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-18-000038 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JEFFREY C · CIK 0001182989 · Exec. VP, CFO, Sec. & Treas. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,784.2668 F1 · shares: Gifted shares to a charitable organization. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 20:10 UTC | MGE ENERGY INC MGEE · Entity 4253 | GiftMGEE Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-17-000029 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JEFFREY C · CIK 0001182989 · Exe. VP, CFO, Sec. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,084.2668 F1 · shares: Gifted shares to a charitable organization. F2 · balance_after: Includes shares acquired through dividend reinvestment. 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.