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 | 20,076.4024 |
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 20,076.4024 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
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.
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 | GrantCommon Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000015 · wf-form4_157835877596960.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,076.4024 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 22:00 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,000 | $87.37 | $87,369.90 |
DisclosureSEC source: 0000107815-19-000317 · wf-form4_157368238399866.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,495.0394 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.35 to $87.40, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 21:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,000 | $89.73 | $89,733.70 |
DisclosureSEC source: 0000107815-19-000259 · wf-form4_156581949380157.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,443.5895 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.71 to $89.80, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| May 07, 2019 Filed May 9, 2019 20:33 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,000 | $78.35 | $156,700.00 |
DisclosureSEC source: 0000107815-19-000192 · wf-form4_155743397014977.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,382.2362 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.31 to $78.41, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · 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 22:14 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000071 · wf-form4_154698563879185.xml · derivative · entry 2 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,503.7249 Underlying: Common Stock · 679 shares Expires not disclosed F3 · 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 679 shares of common stock and instead received 679 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 679 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. 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 04, 2019 Filed Jan 8, 2019 22:14 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 679 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-19-000071 · wf-form4_154698563879185.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,301.7084 F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 4, 2016, the reporting person deferred receipt of 679 shares of common stock and instead received 679 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 679 shares of common stock in exchange for an equal number of phantom stock units. F2 · 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 01:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000030 · wf-form4_154665117166776.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,980.7084 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 20:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,500 | $66.45 | $166,113.25 |
DisclosureSEC source: 0000107815-18-000252 · wf-form4_153376031388048.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,859.8905 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.42 to $66.47, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:28 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,000 | $60.19 | $120,382.00 |
DisclosureSEC source: 0000107815-18-000125 · wf-form4_151968410086303.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,138.6857 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.07 to $60.87, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · 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 23:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000023 · wf-form4_151510898229741.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,138.6857 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 20:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,500 | $64.68 | $97,012.80 |
DisclosureSEC source: 0000107815-17-000229 · wf-form4_150343457071908.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,911.454 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.66 to $64.69, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,600 | $59.92 | $95,875.04 |
DisclosureSEC source: 0000107815-17-000114 · wf-form4_148858030230089.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,189.8689 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.92 to $59.925, inclusive. The reporting person undertakes to provide WEC Energy Group ("WEC"), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · 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: 0000107815-17-000014 · wf-form4_148365444886581.xml · nonDerivative · entry 1 BOWLES BARBARA L · CIK 0001034439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,789.8688 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.