Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | April 09, 2019 | April 19, 2019 |
| PG&E CorpPCG · Entity 3143 | Director | April 01, 2020 | April 02, 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.
PACIFIC GAS & ELECTRIC Co
Report date April 09, 2019 · Filed April 19, 2019
This filing explicitly reported no securities owned.
PG&E Corp
Report date April 01, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 12,076.89 |
Reported balance
After 2020-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-01 · Grant · Acquired 4,008.31 · Balance 12,076.89 F1: 1 for 1 F2: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d). F3: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d).
F3: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors.
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 01, 2020 Filed Apr 2, 2020 23:27 UTC | PG&E Corp PCG · Entity 3143 | GrantPhantom Stock · Derivative | 4,008.31 | $8.42 | $33,749.97 |
DisclosureSEC source: 0001127602-20-012878 · form4.xml · derivative · entry 1 LEFFELL MICHAEL J · CIK 0001247122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,076.89 Underlying: Common Stock · 4,008.31 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · shares: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.expiration_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 18:48 UTC | PG&E Corp PCG · Entity 3143 | GrantPhantom Stock · Derivative | 3,110.6 | $10.85 | $33,750.01 |
DisclosureSEC source: 0001127602-20-001042 · form4.xml · derivative · entry 1 LEFFELL MICHAEL J · CIK 0001247122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,068.58 Underlying: Common Stock · 3,110.6 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · shares: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.expiration_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 22:23 UTC | PG&E Corp PCG · Entity 3143 | GrantPhantom Stock · Derivative | 3,409.1 | $9.90 | $33,750.09 |
DisclosureSEC source: 0001127602-19-030061 · form4.xml · derivative · entry 1 LEFFELL MICHAEL J · CIK 0001247122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,957.98 Underlying: Common Stock · 3,409.1 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · shares: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.expiration_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 23:22 UTC | PG&E Corp PCG · Entity 3143 | GrantPhantom Stock · Derivative | 1,548.88 | $21.79 | $33,750.10 |
DisclosureSEC source: 0001127602-19-024199 · form4.xml · derivative · entry 1 LEFFELL MICHAEL J · CIK 0001247122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548.88 Underlying: Common Stock · 1,548.88 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · shares: Phantom stock acquired upon deferral of compensation under the Deferred Compensation Plan for Non-Employee Directors, exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. F3 · derivative.expiration_date: Phantom stock is payable in accordance with the terms of the Deferred Compensation Plan for Non-Employee Directors. 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.