Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Vice Chairman | February 21, 2017 | February 22, 2017 |
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 February 21, 2017 · Filed February 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,737 |
Ending reported balance
After 2017-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-02-21 · Sale · Disposed 10,000 · Balance 48,452 F1: Price shown is weighted average sale price. The sale transactions reported on this line ranged in price from $98.00 to $98.56. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price. Row 2 · 2017-02-21 · Gift · Disposed 21,715 · Balance 26,737 F2: The gift of stock did not involve payment of consideration by the recipient of the gift. |
| Common StockSEC Table I · non-derivative | IndirectSteven E. Kurmas Trust dated 7/21/2004 | 67,479 |
Reported balance
After 2017-02-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2017-02-21 · Gift · Acquired 21,715 · Balance 67,479 F2: The gift of stock did not involve payment of consideration by the recipient of the gift. |
| Common StockSEC Table I · non-derivative | Indirect401K | 11,281 |
Reported balance
Holding disclosure · report date 2017-02-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,281 F3: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 21, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Price shown is weighted average sale price. The sale transactions reported on this line ranged in price from $98.00 to $98.56. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price.
F2: The gift of stock did not involve payment of consideration by the recipient of the gift.
F3: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 21, 2017.
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 |
|---|---|---|---|---|---|---|
| February 21, 2017 Filed Feb 22, 2017 20:32 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 21,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000094 · wf-form4_148779551331241.xml · nonDerivative · entry 3 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Steven E. Kurmas Trust dated 7/21/2004 Disclosed balance after: 67,479 F2 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:32 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 21,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000094 · wf-form4_148779551331241.xml · nonDerivative · entry 2 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,737 F2 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 20:32 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 10,000 | $98.25 | $982,500.00 |
DisclosureSEC source: 0000936340-17-000094 · wf-form4_148779551331241.xml · nonDerivative · entry 1 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,452 F1 · price: Price shown is weighted average sale price. The sale transactions reported on this line ranged in price from $98.00 to $98.56. The reporting person hereby undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 11, 2017 Filed Feb 13, 2017 19:29 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 3,555 | $97.36 | $346,114.80 |
DisclosureSEC source: 0000936340-17-000085 · wf-form4_148701413338115.xml · nonDerivative · entry 1 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,452 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:10 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 13,204 | $97.93 | $1,293,067.72 |
DisclosureSEC source: 0000936340-17-000056 · wf-form4_148614902446232.xml · nonDerivative · entry 2 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,007 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:10 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 36,374 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-17-000056 · wf-form4_148614902446232.xml · nonDerivative · entry 1 Kurmas Steven E · CIK 0001451046 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,211 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. 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.