Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Vice President | November 21, 2019 | November 25, 2019 |
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 November 21, 2019 · Filed November 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,653 |
Reported balance
After 2019-11-21 transaction · row 1
1 source rowRow 1 · 2019-11-21 · Sale · Disposed 3,000 · Balance 1,653 F1: The price reported in Column 4 is a weighted average price. These shares were sold on November 21, 2019 in multiple transactions at prices ranging from $55.2500 to $55.2700 inclusive. The reporting person undertakes to provide to Portland General Electric Company, any security holder of Portland General Electric Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1 to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectWilliam O. Nicholson TTEE and Kathleen J. Nicholson TTEE | 19,674 |
Reported balance
After 2019-11-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-11-21 · Gift · Disposed 907 · Balance 19,674 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold on November 21, 2019 in multiple transactions at prices ranging from $55.2500 to $55.2700 inclusive. The reporting person undertakes to provide to Portland General Electric Company, any security holder of Portland General Electric Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1 to this Form 4.
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 |
|---|---|---|---|---|---|---|
| November 21, 2019 Filed Nov 25, 2019 21:53 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-007396 · marketforms-46364.xml · nonDerivative · entry 2 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · William O. Nicholson TTEE and Kathleen J. Nicholson TTEE Disclosed balance after: 19,674 Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 21:53 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 3,000 | $55.26 | $165,780.00 |
DisclosureSEC source: 0001214659-19-007396 · marketforms-46364.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,653 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold on November 21, 2019 in multiple transactions at prices ranging from $55.2500 to $55.2700 inclusive. The reporting person undertakes to provide to Portland General Electric Company, any security holder of Portland General Electric Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1 to this Form 4. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:31 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001318 · marketforms-44105.xml · nonDerivative · entry 3 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,653 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 00:31 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,838 | $48.65 | $89,418.70 |
DisclosureSEC source: 0001214659-19-001318 · marketforms-44105.xml · nonDerivative · entry 2 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,468 Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:31 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 5,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001318 · marketforms-44105.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,306 F1 · shares: Reflects the vesting of performance-based Restricted Stock Units and related dividend equivalent rights. Read SEC document |
| December 24, 2018 Filed Feb 8, 2019 20:06 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 8,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-000900 · marketforms-43783.xml · nonDerivative · entry 2 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 20,581 F1 · ownership.nature: On December 24, 2018 Mr. Nicholson contributed 8,226 shares of POR common stock to his joint revocable trust (William O Nicholson TTEE and Kathleen J Nicholson TTE). Read SEC document |
| December 24, 2018 Filed Feb 8, 2019 20:06 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GiftCommon Stock | 8,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-000900 · marketforms-43783.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:12 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,252 | $39.94 | $89,944.88 |
DisclosureSEC source: 0001214659-18-001364 · marketforms-41050.xml · nonDerivative · entry 2 Nicholson William O · CIK 0001396580 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,581 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 23:12 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 6,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001364 · marketforms-41050.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,833 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| May 16, 2017 Filed May 16, 2017 16:28 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 6,000 | $45.10 | $270,600.00 |
DisclosureSEC source: 0001214659-17-003429 · marketforms-38835.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,313 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 3,060 | $40.03 | $122,491.80 |
DisclosureSEC source: 0001214659-17-001228 · marketforms-37909.xml · nonDerivative · entry 2 Nicholson William O · CIK 0001396580 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,313 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 19:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 8,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001228 · marketforms-37909.xml · nonDerivative · entry 1 Nicholson William O · CIK 0001396580 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,373 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.