Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cboe Global Markets, Inc.CBOE · Entity 3134 | Director | November 11, 2016 | November 16, 2016 |
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | January 02, 2019 | January 05, 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.
Cboe Global Markets, Inc.
Report date November 11, 2016 · Filed November 16, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 213,735 |
Ending reported balance
After 2016-11-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-11 · Gift · Disposed 2,500 · Balance 216,235 Row 2 · 2016-11-14 · Gift · Disposed 2,500 · Balance 213,735 |
WEC ENERGY GROUP, INC.
Report date January 02, 2019 · Filed January 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,694.2234 |
Reported balance
After 2019-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-02 · Grant · Acquired 1,981 · Balance 4,694.2234 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, 2018, 2,114 shares were transferred to the reporting person's trust account. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 38,128 |
Reported balance
Holding disclosure · report date 2019-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,128 F2: Upon the vesting of restricted stock granted to the reporting person on January 2, 2018, 2,114 shares were transferred to the reporting person's trust account. |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 209 |
Reported balance
Holding disclosure · report date 2019-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 209 |
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, 2018, 2,114 shares were transferred to the reporting person's trust account.
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, 2019 Filed Jan 5, 2019 01:21 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000033 · wf-form4_154665129375499.xml · nonDerivative · entry 1 BRODSKY WILLIAM J · CIK 0001225798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,694.2234 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. F2 · balance_after: Upon the vesting of restricted stock granted to the reporting person on January 2, 2018, 2,114 shares were transferred to the reporting person's trust account. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000020 · wf-form4_151510892874023.xml · nonDerivative · entry 1 BRODSKY WILLIAM J · CIK 0001225798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,882.9362 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 22:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000019 · wf-form4_148365465070771.xml · nonDerivative · entry 1 BRODSKY WILLIAM J · CIK 0001225798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,684.0872 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:25 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031687 · edgar.xml · nonDerivative · entry 2 BRODSKY WILLIAM J · CIK 0001225798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,735 Read SEC document |
| November 11, 2016 Filed Nov 16, 2016 21:25 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031687 · edgar.xml · nonDerivative · entry 1 BRODSKY WILLIAM J · CIK 0001225798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,235 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.