Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | Director | May 22, 2020 | May 27, 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 May 22, 2020 · Filed May 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,369.986 |
Reported balance
After 2020-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-22 · Grant · Acquired 2,484.678 · Balance 156,369.986 F1: 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: The amount reported includes a balance increase of 141,568.615, 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. F3: Includes 3,657.743 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. F4: Includes 214.697 shares of stock acquired since the person's last report pursuant pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The amount reported includes a balance increase of 141,568.615, 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.
F3: Includes 3,657.743 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
F4: Includes 214.697 shares of stock acquired since the person's last report pursuant pursuant to the reinvestment of dividend equivalents.
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 |
|---|---|---|---|---|---|---|
| May 22, 2020 Filed May 27, 2020 19:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,484.678 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011224 · doc1.xml · nonDerivative · entry 1 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,369.986 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: The amount reported includes a balance increase of 141,568.615, 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. F3 · balance_after: Includes 3,657.743 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. F4 · balance_after: Includes 214.697 shares of stock acquired since the person's last report pursuant pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:57 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 0.461 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011473 · doc1.xml · derivative · entry 2 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,568.615 Underlying: Common Stock · 0.461 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 4,293.062 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:57 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011473 · doc1.xml · nonDerivative · entry 1 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,444.253 F1 · balance_after: Includes 172.057 shares of stock acquired pursuant to reinvestment of dividends. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 0.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024657 · doc1.xml · derivative · entry 2 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,275.092 Underlying: Common Stock · 0.842 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 4,218.716 shares of stock equivalent units acquired pursuant to reinvestment of dividend equivalents. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024657 · doc1.xml · nonDerivative · entry 1 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,651.196 F1 · balance_after: Includes 220.170 shares of stock acquired pursuant to reinvestment of dividends. Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,069.502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021572 · doc1.xml · derivative · entry 1 SAMPSON A PATRICIA · CIK 0001159194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,055.534 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 4,146.031 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent unit dividends. 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.