Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Sr. Vice President, CFO | February 12, 2020 | February 13, 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.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date February 12, 2020 · Filed February 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,042 |
Ending reported balance
After 2020-02-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-02-12 · Grant · Acquired 11,500 · Balance 60,378 F1: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Row 2 · 2020-02-12 · Tax withholding · Disposed 3,881 · Balance 56,497 Row 3 · 2020-02-12 · Grant · Acquired 2,545 · Balance 59,042 F2: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights.
F2: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023.
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 12, 2020 Filed Feb 13, 2020 21:20 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001338 · marketforms-47737.xml · nonDerivative · entry 3 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,042 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:20 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,881 | $60.98 | $236,663.38 |
DisclosureSEC source: 0001214659-20-001338 · marketforms-47737.xml · nonDerivative · entry 2 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,497 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:20 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001338 · marketforms-47737.xml · nonDerivative · entry 1 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,378 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:52 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-007573 · marketforms-46778.xml · nonDerivative · entry 1 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,878 F1 · kind: The transaction reported involved a gift by the reporting person of 1,000 shares of common stock to a charitable donor advised fund. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001326 · marketforms-44099.xml · nonDerivative · entry 3 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,878 F2 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 13, 2022 and be settled in shares. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,694 | $48.65 | $179,713.10 |
DisclosureSEC source: 0001214659-19-001326 · marketforms-44099.xml · nonDerivative · entry 2 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,795 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:36 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 10,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001326 · marketforms-44099.xml · nonDerivative · entry 1 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,489 F1 · shares: Reflects the vesting of performance-based Restricted Stock Units and related dividend equivalent rights. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:03 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 4,088 | $39.94 | $163,274.72 |
DisclosureSEC source: 0001214659-18-001363 · marketforms-41047.xml · nonDerivative · entry 2 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,546 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:03 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 12,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001363 · marketforms-41047.xml · nonDerivative · entry 1 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,634 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 5,108 | $40.03 | $204,473.24 |
DisclosureSEC source: 0001214659-17-001227 · marketforms-37907.xml · nonDerivative · entry 2 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,530 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 13,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001227 · marketforms-37907.xml · nonDerivative · entry 1 LOBDELL JAMES F · CIK 0001247185 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,638 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. 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.