Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Director | January 02, 2018 | January 04, 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.
DTE ENERGY CO
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Ending reported balance
After 2018-01-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-01-02 · Exercise / conversion · Acquired 1,522.75 · Balance 2,522.75 F1: 1 for 1 Row 2 · 2018-01-02 · Disposition to issuer · Disposed 1,522.75 · Balance 1,000 |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2018-01-02 | Direct | 2,983.49 |
Reported balance
After 2018-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-01-02 · Exercise / conversion · Disposed 1,522.75 · Balance 2,983.49 F1: 1 for 1 F2: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,183.49 |
Reported balance
After 2018-01-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-02 · Grant · Acquired 1,200 · Balance 4,183.49 F1: 1 for 1 F3: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors.
F3: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board.
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, 2018 Filed Jan 4, 2018 20:56 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,200 | $108.45 | $130,140.00 |
DisclosureSEC source: 0000936340-18-000021 · wf-form4_151509936235274.xml · derivative · entry 4 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,183.49 Underlying: Common Stock · 1,200 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | DTE ENERGY CO DTE · Entity 1351 | Exercise / conversionPhantom Stock · Derivative | 1,522.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000936340-18-000021 · wf-form4_151509936235274.xml · derivative · entry 3 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,983.49 Underlying: Common Stock · 1,522.75 shares Expires 2018-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1 for 1 F1 · price: 1 for 1 F2 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | DTE ENERGY CO DTE · Entity 1351 | Disposition to issuerCommon Stock | 1,522.75 | $108.45 | $165,142.24 |
DisclosureSEC source: 0000936340-18-000021 · wf-form4_151509936235274.xml · nonDerivative · entry 2 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | DTE ENERGY CO DTE · Entity 1351 | Exercise / conversionCommon Stock | 1,522.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000936340-18-000021 · wf-form4_151509936235274.xml · nonDerivative · entry 1 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,522.75 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1 for 1 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:26 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,325 | $98.21 | $130,128.25 |
DisclosureSEC source: 0000936340-17-000004 · wf-form4_148356514881509.xml · derivative · entry 4 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366.07 Underlying: Common Stock · 1,325 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F3 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a 3 year deferral. The director has a one time option to defer payment until their termination from the board. F2 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:26 UTC | DTE ENERGY CO DTE · Entity 1351 | Exercise / conversionPhantom Stock · Derivative | 1,780.93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000936340-17-000004 · wf-form4_148356514881509.xml · derivative · entry 3 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,041.07 Underlying: Common Stock · 1,780.93 shares Expires 2017-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1 for 1 F1 · price: 1 for 1 F2 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:26 UTC | DTE ENERGY CO DTE · Entity 1351 | Disposition to issuerCommon Stock | 1,780.93 | $98.51 | $175,439.41 |
DisclosureSEC source: 0000936340-17-000004 · wf-form4_148356514881509.xml · nonDerivative · entry 2 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:26 UTC | DTE ENERGY CO DTE · Entity 1351 | Exercise / conversionCommon Stock | 1,780.93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000936340-17-000004 · wf-form4_148356514881509.xml · nonDerivative · entry 1 ROBLES JOSUE JR · CIK 0001269124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,780.93 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1 for 1 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.