Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | January 02, 2020 | January 07, 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.
WEC ENERGY GROUP, INC.
Report date January 02, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,838.8372 |
Reported balance
After 2020-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 1,531 · Balance 6,838.8372 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | Direct | 4,802 |
Reported balance
After 2020-01-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-01-02 · Disposition to issuer · Disposed 2,036.8372 · Balance 4,802 F2: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, the reporting person deferred receipt of 2,036.8372 shares of common stock and instead received 2,036.8372 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,036.8372 shares of common stock in exchange for an equal number of phantom stock units. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,355.8986 |
Reported balance
After 2020-01-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-01-02 · Grant · Acquired 2,036.8372 · Balance 9,355.8986 F3: One-for-one. F2: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, the reporting person deferred receipt of 2,036.8372 shares of common stock and instead received 2,036.8372 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,036.8372 shares of common stock in exchange for an equal number of phantom stock units. F4: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F5: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 902 |
Reported balance
Holding disclosure · report date 2020-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 902 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
F2: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, the reporting person deferred receipt of 2,036.8372 shares of common stock and instead received 2,036.8372 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,036.8372 shares of common stock in exchange for an equal number of phantom stock units.
F3: One-for-one.
F4: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan.
F5: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11.
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 7, 2020 00:59 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,036.8372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-20-000013 · wf-form4_157835873361849.xml · derivative · entry 4 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,355.8986 Underlying: Common Stock · 2,036.8372 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, the reporting person deferred receipt of 2,036.8372 shares of common stock and instead received 2,036.8372 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,036.8372 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F5 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:59 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,036.8372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-20-000013 · wf-form4_157835873361849.xml · nonDerivative · entry 2 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,802 F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2019, the reporting person deferred receipt of 2,036.8372 shares of common stock and instead received 2,036.8372 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,036.8372 shares of common stock in exchange for an equal number of phantom stock units. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:59 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000013 · wf-form4_157835873361849.xml · nonDerivative · entry 1 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838.8372 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:15 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,713.2234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000074 · wf-form4_154698571509617.xml · derivative · entry 3 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,118.5008 Underlying: Common Stock · 2,713.2234 shares Expires not disclosed F2 · derivative.exercise_price: One-for-one. F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 4, 2016, the reporting person deferred receipt of 2,713.2234 shares of common stock and instead received 2,713.2234 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,713.2234 shares of common stock in exchange for an equal number of phantom stock units. F3 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F3 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F4 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:15 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,713.2234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000074 · wf-form4_154698571509617.xml · nonDerivative · entry 1 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,252 F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 4, 2016, the reporting person deferred receipt of 2,713.2234 shares of common stock and instead received 2,713.2234 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,713.2234 shares of common stock in exchange for an equal number of phantom stock units. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:24 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,114.9256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000037 · wf-form4_154665146985414.xml · derivative · entry 4 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,405.2774 Underlying: Common Stock · 2,114.9256 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2018, the reporting person deferred receipt of 2,114.9256 shares of common stock and instead received 2,114.9256 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,114.9256 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP. Prior Forms 4 stated that phantom stock units accrued under the DDCP were to be settled following the reporting person's termination of service as a director. However, the DDCP also allows for in-service distributions prior to termination of service. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP. Prior Forms 4 stated that phantom stock units accrued under the DDCP were to be settled following the reporting person's termination of service as a director. However, the DDCP also allows for in-service distributions prior to termination of service. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:24 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,114.9256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000037 · wf-form4_154665146985414.xml · nonDerivative · entry 2 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.2234 F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2018, the reporting person deferred receipt of 2,114.9256 shares of common stock and instead received 2,114.9256 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,114.9256 shares of common stock in exchange for an equal number of phantom stock units. F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:24 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000037 · wf-form4_154665146985414.xml · nonDerivative · entry 1 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,080.149 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:45 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,214.4196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000026 · wf-form4_151510948621476.xml · derivative · entry 4 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,214.4196 Underlying: Common Stock · 2,214.4196 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 3, 2017, the reporting person deferred receipt of 2,214.4196 shares of common stock and instead received 2,214.4196 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,214.4196 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:45 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,214.4196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000026 · wf-form4_151510948621476.xml · nonDerivative · entry 2 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,939.5166 F2 · price: Upon the vesting of restricted stock granted to the reporting person on January 3, 2017, the reporting person deferred receipt of 2,214.4196 shares of common stock and instead received 2,214.4196 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,214.4196 shares of common stock in exchange for an equal number of phantom stock units. F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:45 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000026 · wf-form4_151510948621476.xml · nonDerivative · entry 1 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,153.9362 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:14 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000015 · wf-form4_148365446844100.xml · nonDerivative · entry 1 BUDNEY ALBERT J JR · CIK 0001073246 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955.0872 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. 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.