Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Director | January 02, 2020 | January 06, 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 January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 26,493.22 |
Reported balance
After 2020-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 1,125 · Balance 26,493.22 F1: 1 for 1 F2: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board.
F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock 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 |
|---|---|---|---|---|---|---|
| January 02, 2020 Filed Jan 6, 2020 17:58 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,125 | $128.70 | $144,787.50 |
DisclosureSEC source: 0000936340-20-000040 · wf-form4_157833349933190.xml · derivative · entry 1 Fountain W Frank · CIK 0001405480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,493.22 Underlying: Common Stock · 1,125 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:28 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,205 | $107.89 | $130,007.45 |
DisclosureSEC source: 0000936340-19-000012 · wf-form4_154661927797431.xml · derivative · entry 1 Fountain W Frank · CIK 0001405480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,614.76 Underlying: Common Stock · 1,205 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:57 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,200 | $108.45 | $130,140.00 |
DisclosureSEC source: 0000936340-18-000024 · wf-form4_151509942281432.xml · derivative · entry 1 Fountain W Frank · CIK 0001405480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,656.09 Underlying: Common Stock · 1,200 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:01 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,325 | $98.21 | $130,128.25 |
DisclosureSEC source: 0000936340-17-000012 · wf-form4_148363204854318.xml · derivative · entry 1 Fountain W Frank · CIK 0001405480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,804.24 Underlying: Common Stock · 1,325 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock 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.