Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Executive VP | July 31, 2018 | August 02, 2018 |
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 July 31, 2018 · Filed August 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,865 |
Reported balance
After 2018-07-31 transaction · row 1
1 source rowRow 1 · 2018-07-31 · Tax withholding · Disposed 1,008 · Balance 17,865 |
| Common StockSEC Table I · non-derivative | IndirectERSP | 4,543.104 |
Reported balance
Holding disclosure · report date 2018-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,543.104 F1: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of July 31, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of July 31, 2018.
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 |
|---|---|---|---|---|---|---|
| July 31, 2018 Filed Aug 2, 2018 20:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 1,008 | $65.52 | $66,046.68 |
DisclosureSEC source: 0000107815-18-000234 · wf-form4_153324337100729.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,865 Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:04 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 376 | $65.48 | $24,620.48 |
DisclosureSEC source: 0000107815-18-000068 · wf-form4_151544544821720.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,873 Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 378 | $65.69 | $24,829.88 |
DisclosureSEC source: 0000107815-18-000049 · wf-form4_151511263181267.xml · nonDerivative · entry 3 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,249 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 24,825 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-18-000049 · wf-form4_151511263181267.xml · derivative · entry 5 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,825 Underlying: Common Stock · 24,825 shares Expires 2028-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 384 | $66.02 | $25,349.76 |
DisclosureSEC source: 0000107815-18-000049 · wf-form4_151511263181267.xml · nonDerivative · entry 2 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,627 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000049 · wf-form4_151511263181267.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,011 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 20:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 751 | $58.61 | $44,012.36 |
DisclosureSEC source: 0000107815-17-000085 · wf-form4_148606744517056.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,722 Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 377 | $58.80 | $22,165.72 |
DisclosureSEC source: 0000107815-17-000058 · wf-form4_148373896884142.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,473 Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:41 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 29,800 | $0.00 Strike: $58.31 | $0.00 |
DisclosureSEC source: 0000107815-17-000040 · wf-form4_148366689528588.xml · derivative · entry 5 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,800 Underlying: Common Stock · 29,800 shares Expires 2027-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:41 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000040 · wf-form4_148366689528588.xml · nonDerivative · entry 3 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,850 Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:41 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 384 | $58.77 | $22,567.68 |
DisclosureSEC source: 0000107815-17-000040 · wf-form4_148366689528588.xml · nonDerivative · entry 2 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,892 Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:41 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 462 | $58.77 | $27,151.74 |
DisclosureSEC source: 0000107815-17-000040 · wf-form4_148366689528588.xml · nonDerivative · entry 1 Keyes James Patrick · CIK 0001556497 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,276 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.