Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARTFORD INSURANCE GROUP, INC.HIG · Entity 3092 | Director | July 30, 2018 | August 01, 2018 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | March 22, 2019 | March 26, 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.
HARTFORD INSURANCE GROUP, INC.
Report date July 30, 2018 · Filed August 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 29,894.65 |
Ending reported balance
After 2018-07-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-30 · Grant · Acquired 3,037.782 · Balance 27,996.036 F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2018-2019 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Row 2 · 2018-07-30 · Grant · Acquired 1,898.614 · Balance 29,894.65 F2: RSUs acquired in lieu of cash compensation pursuant to an election under The Hartford 2014 Incentive Stock Plan. The RSUs are fully vested and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. |
| Common StockSEC Table I · non-derivative | Direct | 40,265 |
Reported balance
Holding disclosure · report date 2018-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,265 |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2018-2019 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service.
F2: RSUs acquired in lieu of cash compensation pursuant to an election under The Hartford 2014 Incentive Stock Plan. The RSUs are fully vested and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date March 22, 2019 · Filed March 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 65,328.769 |
Reported balance
After 2019-03-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-22 · Grant · Acquired 815.456 · Balance 65,328.769 F1: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2: The shares of phantom stock become payable, in cash upon the reporting person's termination of services as a director. F3: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan.
F2: The shares of phantom stock become payable, in cash upon the reporting person's termination of services as a director.
F3: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date.
F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
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 |
|---|---|---|---|---|---|---|
| March 22, 2019 Filed Mar 26, 2019 20:00 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 815.456 | $59.78 | $48,750.00 |
DisclosureSEC source: 0001225208-19-005784 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,328.769 Underlying: Common Stock · 815.456 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 946.4641 | $51.51 | $48,750.00 |
DisclosureSEC source: 0001225208-19-000421 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,945.7528 Underlying: Common Stock · 946.4641 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 20:36 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 952.0554 | $51.21 | $48,750.00 |
DisclosureSEC source: 0001225208-18-013931 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,999.2887 Underlying: Common Stock · 952.0554 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 20:06 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,898.614 | $52.67 | $100,000.00 |
DisclosureSEC source: 0001225208-18-012129 · doc4.xml · nonDerivative · entry 2 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,894.65 F2 · shares: RSUs acquired in lieu of cash compensation pursuant to an election under The Hartford 2014 Incentive Stock Plan. The RSUs are fully vested and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 20:06 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 3,037.782 | $52.67 | $159,999.98 |
DisclosureSEC source: 0001225208-18-012129 · doc4.xml · nonDerivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,996.036 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2018-2019 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 19:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 900.1107 | $54.16 | $48,750.00 |
DisclosureSEC source: 0001225208-18-011294 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,009.1535 Underlying: Common Stock · 900.1107 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| May 01, 2018 Filed May 2, 2018 18:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,604 | $51.86 | $135,043.44 |
DisclosureSEC source: 0001225208-18-008491 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,509.4455 Underlying: Common Stock · 2,604 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 19:48 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 975.8294 | $49.96 | $48,750.00 |
DisclosureSEC source: 0001225208-18-007320 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,580.9628 Underlying: Common Stock · 975.8294 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 23:49 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 942.7576 | $51.71 | $48,750.00 |
DisclosureSEC source: 0001225208-17-019012 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,127.299 Underlying: Common Stock · 942.7576 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Deferred Compensation Plan For Directors. F2 · kind: The shares of phantom stock become payable in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 15:09 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 1,049.4026 | $46.46 | $48,750.00 |
DisclosureSEC source: 0001225208-17-015680 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,669.7049 Underlying: Common Stock · 1,049.4026 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Deferred Compensation Plan For Directors. F2 · kind: The shares of phantom stock become payable in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 20:28 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 1,818.182 | $55.00 | $100,000.01 |
DisclosureSEC source: 0001225208-17-013179 · doc4.xml · nonDerivative · entry 2 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,502.193 F2 · shares: RSUs acquired in lieu of cash compensation pursuant to an election under The Hartford 2014 Incentive Stock Plan. The RSUs are fully vested and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 20:28 UTC | HARTFORD INSURANCE GROUP, INC. HIG · Entity 3092 | GrantRestricted Stock Units | 2,909.091 | $55.00 | $160,000.01 |
DisclosureSEC source: 0001225208-17-013179 · doc4.xml · nonDerivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,684.011 F1 · shares: The Restricted Stock Units vest upon the earlier of (i) the last day of the 2017-2018 Board service year or (ii) the first anniversary of the award grant date and will be payable in shares of The Hartford's common stock within 60 days following the termination of Board service. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 11:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 1,119.146 | $43.56 | $48,750.00 |
DisclosureSEC source: 0001225208-17-011681 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,081.0594 Underlying: Common Stock · 1,119.146 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Deferred Compensation Plan For Directors. F2 · kind: The shares of phantom stock become payable in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 3,089 | $43.71 | $135,020.19 |
DisclosureSEC source: 0001225208-17-009057 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,441.9061 Underlying: Common Stock · 3,089 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Includes accrued dividend equivalent unit reinvestment, including amounts previously accrued but not reflected in the total shown in previous filings. Also includes corrected amount to reflect previously reported amounts inadvertently omitted from total shown in previous filings. Does not include previously reported phantom stock (deferred under the Deferred Compensation Plan For Directors) inadvertently included in total shown in previous filings. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 1,101.9439 | $44.24 | $48,750.00 |
DisclosureSEC source: 0001225208-17-007445 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,453.0754 Underlying: Common Stock · 1,101.9439 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Deferred Compensation Plan For Directors. F2 · kind: The shares of phantom stock become payable in cash upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F4 · balance_after: Includes accrued dividend equivalent unit reinvestment, including amounts previously accrued but not reflected in the total shown in previous filings. Also includes corrected amount to reflect previously reported amounts inadvertently omitted from total shown in previous filings. Does not include previously reported Restricted Stock Units (deferred under the Equity Compensation Plan For Directors) inadvertently included in total shown in previous filings. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 21:21 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 1,115.9436 | $43.69 | $48,750.00 |
DisclosureSEC source: 0001225208-16-043609 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,780.5917 Underlying: Common Stock · 1,115.9436 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:31 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 1,158.5076 | $42.08 | $48,750.00 |
DisclosureSEC source: 0001225208-16-040151 · doc4.xml · derivative · entry 1 RENYI THOMAS A · CIK 0001209490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,664.648 Underlying: Common Stock · 1,158.5076 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock converts to common stock on a 1-for-1 basis. Phantom stock represents the share equivalent of amount deferred under the Directors Deferred Compensation Plan. F2 · kind: The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of services as a director. F3 · derivative.exercise_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, phantom stock, does not have a corresponding exercisable date nor expiration date. 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.