Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | Director | June 01, 2020 | June 03, 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.
XCEL ENERGY INC
Report date June 01, 2020 · Filed June 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby family trust | 0 |
Reported balance
After 2020-06-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-06-01 · Sale · Disposed 2,484 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 47,827.491 |
Reported balance
Holding disclosure · report date 2020-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 47,827.491 |
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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 3, 2020 20:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 2,484 | $64.95 | $161,336.79 |
DisclosureSEC source: 0001567619-20-011593 · doc1.xml · nonDerivative · entry 1 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by family trust Disclosed balance after: 0 Read SEC document |
| May 22, 2020 Filed May 27, 2020 19:33 UTC | XCEL ENERGY INC XEL · Entity 3042 | GiftCommon Stock | 2,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011226 · doc1.xml · nonDerivative · entry 2 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,827.491 F1 · security: Includes 0.678 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · kind: On May 20, 2020, the reporting person directed the issuance of 2,484 shares received as compensation for service as a director of the issuer to a family trust of which the reporting person and his wife are trustees. The reporting person and members of his immediately family are the sole beneficiaries of the trust. Read SEC document |
| May 22, 2020 Filed May 27, 2020 19:33 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,484.678 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011226 · doc1.xml · nonDerivative · entry 1 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,311.491 F1 · shares: Includes 0.678 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: On May 20, 2020, the reporting person directed the issuance of 2,484 shares received as compensation for service as a director of the issuer to a family trust of which the reporting person and his wife are trustees. The reporting person and members of his immediately family are the sole beneficiaries of the trust. F3 · balance_after: The amount reported includes a balance increase of 45,647.409, which reflects stock equivalent units previously reported on Table II. The reporting person's balance of stock equivalent units was previously reported on Table II and is now being reported on Table I voluntarily pursuant to SEC guidance. F4 · balance_after: Includes 1,179.404 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:00 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 2,621.461 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011475 · doc1.xml · derivative · entry 1 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,647.409 Underlying: Common Stock · 2,621.461 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: Includes 1,304.765 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,163.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024676 · doc1.xml · derivative · entry 1 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,721.183 Underlying: Common Stock · 3,163.842 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 1,184.945 shares of stock equivalent units acquired pursuant to reinvestment of dividend equivalents. Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:56 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,069.502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021589 · doc1.xml · derivative · entry 1 Sheppard James J. · CIK 0001500804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,372.396 Underlying: Common Stock · 3,069.502 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 1,094.125 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent units. 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.