Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEC ENERGY GROUP, INC.
Report date April 30, 2018 · Filed May 02, 2018
Section 16 reporting ended · disclosed 2018-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,181.052 |
Reported balance
After 2018-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-30 · Tax withholding · Disposed 1,083 · Balance 8,181.052 F1: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | IndirectERSP | 2,165.865 |
Reported balance
Holding disclosure · report date 2018-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,165.865 F2: 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 March 30, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11.
F2: 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 March 30, 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 |
|---|---|---|---|---|---|---|
| April 30, 2018 Filed May 2, 2018 21:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 1,083 | $64.55 | $69,902.24 |
DisclosureSEC source: 0000107815-18-000176 · wf-form4_152529484396339.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,181.052 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:05 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 162 | $65.48 | $10,607.76 |
DisclosureSEC source: 0000107815-18-000073 · wf-form4_151544553406921.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,248.34 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 168 | $65.69 | $11,035.50 |
DisclosureSEC source: 0000107815-18-000046 · wf-form4_151511256203813.xml · nonDerivative · entry 3 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,410.34 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 11,630 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-18-000046 · wf-form4_151511256203813.xml · derivative · entry 5 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,630 Underlying: Common Stock · 11,630 shares Expires 2028-01-02 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 48 | $66.02 | $3,168.72 |
DisclosureSEC source: 0000107815-18-000046 · wf-form4_151511256203813.xml · nonDerivative · entry 2 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,578.34 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,071 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000046 · wf-form4_151511256203813.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,626.34 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 20:31 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 367 | $58.61 | $21,508.04 |
DisclosureSEC source: 0000107815-17-000086 · wf-form4_148606746557893.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,501.3 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 162 | $58.80 | $9,524.79 |
DisclosureSEC source: 0000107815-17-000061 · wf-form4_148373902023835.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,868.3 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 12,565 | $0.00 Strike: $58.31 | $0.00 |
DisclosureSEC source: 0000107815-17-000047 · wf-form4_148366700737457.xml · derivative · entry 5 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,565 Underlying: Common Stock · 12,565 shares Expires 2027-01-03 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000047 · wf-form4_148366700737457.xml · nonDerivative · entry 3 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,030.3 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 48 | $58.77 | $2,820.96 |
DisclosureSEC source: 0000107815-17-000047 · wf-form4_148366700737457.xml · nonDerivative · entry 2 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,782.3 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:43 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 52 | $58.77 | $3,056.04 |
DisclosureSEC source: 0000107815-17-000047 · wf-form4_148366700737457.xml · nonDerivative · entry 1 Shafer Joan M · CIK 0001647343 · Exec VP-HR & Org Effectiveness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,830.3 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of WEC Energy Group's ("WEC") Stock Plus Investment Plan in transactions exempt from Section 16 pursuant to Rule 16a-11. 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.