Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | SVP and Deputy General Counsel | December 01, 2018 | December 07, 2018 |
| PG&E CorpPCG · Entity 3143 | SVP, General Counsel | March 02, 2020 | March 04, 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 December 01, 2018 · Filed December 07, 2018
This filing explicitly reported no securities owned.
PG&E Corp
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,056 |
Reported balance
After 2020-03-02 transaction · row 1
1 source rowRow 1 · 2020-03-02 · Tax withholding · Disposed 815 · Balance 21,056 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Trustee of PG&E Corporation Retirement Savings Plan | 3,601.63 |
Reported balance
Holding disclosure · report date 2020-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,601.63 F1: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/2/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/2/20.
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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 4, 2020 17:48 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 815 | $15.05 | $12,265.75 |
DisclosureSEC source: 0001127602-20-009310 · form4.xml · nonDerivative · entry 1 Loduca Janet C. · CIK 0001760891 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,056 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:51 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 325 | $17.85 | $5,801.25 |
DisclosureSEC source: 0001127602-20-007407 · form4.xml · nonDerivative · entry 2 Loduca Janet C. · CIK 0001760891 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,871 Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 00:51 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007407 · form4.xml · nonDerivative · entry 1 Loduca Janet C. · CIK 0001760891 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,196 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/19. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:55 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 1,170 | $8.52 | $9,968.40 |
DisclosureSEC source: 0001127602-19-034370 · form4.xml · nonDerivative · entry 1 Loduca Janet C. · CIK 0001760891 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,403 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:00 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 1,066 | $17.91 | $19,092.06 |
DisclosureSEC source: 0001127602-19-010006 · form4.xml · nonDerivative · entry 1 Loduca Janet C. · CIK 0001760891 · SVP, Interim General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,573 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:45 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 253 | $17.74 | $4,488.22 |
DisclosureSEC source: 0001127602-19-007562 · form4.xml · nonDerivative · entry 2 Loduca Janet C. · CIK 0001760891 · SVP, Interim General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,639 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:45 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007562 · form4.xml · nonDerivative · entry 1 Loduca Janet C. · CIK 0001760891 · SVP, Interim General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,892 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/18. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. 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.