Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Senior Vice President | December 23, 2019 | January 02, 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 December 23, 2019 · Filed January 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,341 |
Ending reported balance
After 2019-12-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-12-23 · Gift · Disposed 210 · Balance 46,551 F1: The gift of stock did not involve payment of consideration by the recipient of the gift. Row 2 · 2019-12-23 · Gift · Disposed 210 · Balance 46,341 F1: The gift of stock did not involve payment of consideration by the recipient of the gift. |
| Common StockSEC Table I · non-derivative | Indirect401K | 690.47 |
Reported balance
Holding disclosure · report date 2019-12-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 690.47 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 January 2, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The gift of stock did not involve payment of consideration by the recipient of the gift.
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 January 2, 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 |
|---|---|---|---|---|---|---|
| December 23, 2019 Filed Jan 2, 2020 21:37 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-20-000012 · wf-form4_157800106142872.xml · nonDerivative · entry 2 PETERSON BRUCE D · CIK 0001228997 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,341 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| December 23, 2019 Filed Jan 2, 2020 21:37 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-20-000012 · wf-form4_157800106142872.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,551 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 03, 2019 Filed Feb 5, 2019 18:51 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,610 | $117.36 | $188,949.60 |
DisclosureSEC source: 0000936340-19-000073 · wf-form4_154939267868783.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,761 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 19:38 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 6,322 | $115.29 | $728,863.38 |
DisclosureSEC source: 0000936340-19-000048 · wf-form4_154904988916348.xml · nonDerivative · entry 2 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,371 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 19:38 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 19,594 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-19-000048 · wf-form4_154904988916348.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,693 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 19:10 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-18-000260 · wf-form4_154516023708787.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,099 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 21:59 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,389 | $101.25 | $140,636.25 |
DisclosureSEC source: 0000936340-18-000069 · wf-form4_151855915081480.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,947 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:48 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 2,718 | $105.64 | $287,129.52 |
DisclosureSEC source: 0000936340-18-000047 · wf-form4_151760449276637.xml · nonDerivative · entry 2 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,336 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 20:48 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 11,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-18-000047 · wf-form4_151760449276637.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,054 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| December 26, 2017 Filed Jan 3, 2018 19:49 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-18-000002 · wf-form4_151500896915817.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,086 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 19:58 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000167 · wf-form4_149807511749631.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,506 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 17:52 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 5,000 | $110.08 | $550,375.00 |
DisclosureSEC source: 0000936340-17-000156 · wf-form4_149694432249946.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,156 Read SEC document |
| February 11, 2017 Filed Feb 13, 2017 19:28 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,802 | $97.36 | $175,442.72 |
DisclosureSEC source: 0000936340-17-000084 · wf-form4_148701411407602.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,156 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:08 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 5,915 | $97.93 | $579,255.95 |
DisclosureSEC source: 0000936340-17-000049 · wf-form4_148614887308796.xml · nonDerivative · entry 2 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,958 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:08 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 18,676 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000049 · wf-form4_148614887308796.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,873 Read SEC document |
| December 29, 2016 Filed Jan 6, 2017 20:36 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 1,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000936340-17-000024 · wf-form4_148373497449372.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,197 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 19:24 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 10,000 | $95.43 | $954,319.00 |
DisclosureSEC source: 0000936340-16-000437 · wf-form4_148122507711615.xml · nonDerivative · entry 1 PETERSON BRUCE D · CIK 0001228997 · SVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,207 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.