Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Sr. Vice President and CFO | February 24, 2020 | February 26, 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.
DTE ENERGY CO
Report date February 24, 2020 · Filed February 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,034 |
Reported balance
After 2020-02-24 transaction · row 1
1 source rowRow 1 · 2020-02-24 · Sale · Disposed 1,800 · Balance 49,034 F1: Represents the weighted average sale price of $134.94 rounded to the nearest hundredth. The sale transactions reported on this line ranged in price from $134.9201 to $134.955. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Indirect401K | 2,822.16 |
Reported balance
Holding disclosure · report date 2020-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,822.16 F2: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 24, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sale price of $134.94 rounded to the nearest hundredth. The sale transactions reported on this line ranged in price from $134.9201 to $134.955. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price.
F2: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 24, 2020.
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 |
|---|---|---|---|---|---|---|
| February 24, 2020 Filed Feb 26, 2020 18:48 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,800 | $134.94 | $242,892.00 |
DisclosureSEC source: 0000936340-20-000135 · wf-form4_158274289733350.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,034 F1 · price: Represents the weighted average sale price of $134.94 rounded to the nearest hundredth. The sale transactions reported on this line ranged in price from $134.9201 to $134.955. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 01, 2020 Filed Feb 3, 2020 20:27 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 2,116 | $132.61 | $280,602.76 |
DisclosureSEC source: 0000936340-20-000110 · wf-form4_158076164446419.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,834 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 20:12 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 5,391 | $131.95 | $711,342.45 |
DisclosureSEC source: 0000936340-20-000092 · wf-form4_158050150774141.xml · nonDerivative · entry 2 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,950 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 20:12 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 18,133 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-20-000092 · wf-form4_158050150774141.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,341 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| May 03, 2019 Filed May 6, 2019 20:11 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,500 | $125.25 | $187,875.00 |
DisclosureSEC source: 0000936340-19-000147 · wf-form4_155717345979527.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,208 Read SEC document |
| February 03, 2019 Filed Feb 5, 2019 18:56 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 2,162 | $117.36 | $253,732.32 |
DisclosureSEC source: 0000936340-19-000081 · wf-form4_154939297340271.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,708 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 19:42 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 9,700 | $115.29 | $1,118,313.00 |
DisclosureSEC source: 0000936340-19-000054 · wf-form4_154905013809106.xml · nonDerivative · entry 2 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,870 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 19:42 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 26,865 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-19-000054 · wf-form4_154905013809106.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,570 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 21:41 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,850 | $118.67 | $219,539.50 |
DisclosureSEC source: 0000936340-18-000242 · wf-form4_154266365912901.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,705 Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 18:52 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,000 | $108.39 | $108,390.00 |
DisclosureSEC source: 0000936340-18-000194 · wf-form4_153323590606982.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,555 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 12:57 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,000 | $99.89 | $99,885.00 |
DisclosureSEC source: 0000936340-18-000150 · wf-form4_152837621472508.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,555 Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 22:11 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,658 | $101.25 | $167,872.50 |
DisclosureSEC source: 0000936340-18-000074 · wf-form4_151855987130954.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,714 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:42 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 3,504 | $105.64 | $370,162.56 |
DisclosureSEC source: 0000936340-18-000042 · wf-form4_151760412046016.xml · nonDerivative · entry 2 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,372 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:42 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 15,262 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-18-000042 · wf-form4_151760412046016.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,876 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 19:14 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000162 · wf-form4_149738126130899.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,614 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 11, 2017 Filed Feb 13, 2017 19:27 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,707 | $97.36 | $166,193.52 |
DisclosureSEC source: 0000936340-17-000080 · wf-form4_148701403741697.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,074 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:06 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 5,495 | $97.93 | $538,125.35 |
DisclosureSEC source: 0000936340-17-000045 · wf-form4_148614880277577.xml · nonDerivative · entry 2 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,781 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:06 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 19,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000045 · wf-form4_148614880277577.xml · nonDerivative · entry 1 Oleksiak Peter B · CIK 0001345283 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,276 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.