Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Director | April 22, 2020 | April 23, 2020 |
| WEBSTER FINANCIAL CORPWBS · Entity 21047 | Director | April 27, 2017 | April 28, 2017 |
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.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date April 22, 2020 · Filed April 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,888 |
Reported balance
After 2020-04-22 transaction · row 1
1 source rowRow 1 · 2020-04-22 · Grant · Acquired 2,218 · Balance 15,888 |
WEBSTER FINANCIAL CORP
Report date April 27, 2017 · Filed April 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,331 |
Reported balance
After 2017-04-27 transaction · row 1
1 source rowRow 1 · 2017-04-27 · Grant · Acquired 1,281 · Balance 22,331 |
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 |
|---|---|---|---|---|---|---|
| April 22, 2020 Filed Apr 23, 2020 16:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003651 · marketforms-48578.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,888 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 18:04 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003061 · marketforms-48480.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,670 F1 · shares: Dividend Equivalent Units associated with award granted on April 24, 2019 vesting on March 31, 2020. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:58 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-002911 · marketforms-44782.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,610 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 18:49 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003023 · marketforms-41766.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,462 Read SEC document |
| September 18, 2017 Filed Sep 21, 2017 01:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-005705 · marketforms-39766.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,011 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:59 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Disposition to issuerCommon Stock | 2,052 | $41.42 | $84,993.84 |
DisclosureSEC source: 0001214659-17-003949 · marketforms-39033.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 F1 · price: On June 7, 2017, Portland General Electric Co. (the "Company") rescinded its May 4, 2016 award of restricted shares to the reporting person and determined to replace that award with a future award equal in value to the grant-date value of the rescinded award. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 19:28 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000801337-17-000088 · edgar.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,331 Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 21:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002750 · marketforms-38550.xml · nonDerivative · entry 1 SHIVERY CHARLES W · CIK 0001054818 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,230 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.