Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Liberty Energy Inc.LBRT · Entity 4173 | Director | January 02, 2026 | January 02, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | President, PSCo | February 16, 2021 | February 18, 2021 |
| Xos, Inc.XOS · Entity 7263 | Director | July 15, 2026 | August 27, 2026 |
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.
Liberty Energy Inc.
Report date January 02, 2026 · Filed January 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,692 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 9,566 · Balance 12,692 F1: Represents restricted stock units granted on January 2, 2026, which vest 100% on January 2, 2027, subject to continued service. Each restricted stock unit represents a contingent right to receive one share of Liberty Energy Inc. Class A common stock following vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on January 2, 2026, which vest 100% on January 2, 2027, subject to continued service. Each restricted stock unit represents a contingent right to receive one share of Liberty Energy Inc. Class A common stock following vesting.
XCEL ENERGY INC
Report date February 16, 2021 · Filed February 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,722.822 |
Reported balance
After 2021-02-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-16 · Grant · Acquired 4,862.79 · Balance 9,722.822 F1: The amount also includes 122.24 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. |
| Common StockSEC Table I · non-derivative | Direct | 10,444.225 |
Reported balance
After 2021-02-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-16 · Exercise / conversion · Acquired 721.403 · Balance 10,444.225 F2: Restricted stock units are settled in common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 12,354.559 |
Reported balance
After 2021-02-16 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-02-16 · Exercise / conversion · Acquired 1,910.334 · Balance 12,354.559 F2: Restricted stock units are settled in common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 9,038.032 |
Reported balance
After 2021-02-16 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2021-02-16 · Tax withholding · Disposed 3,316.527 · Balance 9,038.032 F3: Fractional share interests relating to the settlement of restricted stock unit and performance share unit awards, and relating to share withholding for taxes, were settled in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-02-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-02-16 · Exercise / conversion · Disposed 721.403 · Balance 0 F2: Restricted stock units are settled in common stock on a one-for-one basis. F5: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 669 units. F6: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-02-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-02-16 · Exercise / conversion · Disposed 1,910.334 · Balance 0 F2: Restricted stock units are settled in common stock on a one-for-one basis. F7: Number units shown reflects 729.288 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-12-31 | Direct | 1,983 |
Reported balance
After 2021-02-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-02-17 · Grant · Acquired 1,983 · Balance 1,983 F2: Restricted stock units are settled in common stock on a one-for-one basis. F8: Award vests on December 31, 2023. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 263.189 |
Reported balance
Holding disclosure · report date 2021-02-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 263.189 F4: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated February 12, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The amount also includes 122.24 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends.
F2: Restricted stock units are settled in common stock on a one-for-one basis.
F3: Fractional share interests relating to the settlement of restricted stock unit and performance share unit awards, and relating to share withholding for taxes, were settled in cash.
F4: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated February 12, 2021.
F5: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 669 units.
F6: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021.
F7: Number units shown reflects 729.288 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3.
F8: Award vests on December 31, 2023.
Xos, Inc.
Report date July 15, 2026 · Filed August 27, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,561 |
Last balance in matching sequence
After 2026-07-17 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-07-15 · Sale · Disposed 2,500 · Balance 157,561 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F2: Represents weighted average sales price. The shares were sold at prices ranging from $2.23 to $2.40. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3: Includes 60,584 unvested RSUs. Row 2 · 2026-07-16 · Sale · Disposed 2,500 · Balance 155,061 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F4: Represents weighted average sales price. The shares were sold at prices ranging from $2.12 to $2.32. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3: Includes 60,584 unvested RSUs. Row 3 · 2026-07-17 · Sale · Disposed 2,500 · Balance 152,561 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F5: Represents weighted average sales price. The shares were sold at prices ranging from $2.11 to $2.18. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3: Includes 60,584 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025.
F2: Represents weighted average sales price. The shares were sold at prices ranging from $2.23 to $2.40. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: Includes 60,584 unvested RSUs.
F4: Represents weighted average sales price. The shares were sold at prices ranging from $2.12 to $2.32. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F5: Represents weighted average sales price. The shares were sold at prices ranging from $2.11 to $2.18. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
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 17, 2026 Filed Jul 17, 2026 21:41 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.15 | $5,370.25 |
DisclosureSEC source: 0001193125-26-308036 · ownership.xml · nonDerivative · entry 3 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,561 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F5 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.11 to $2.18. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 17, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.15 | $5,370.25 |
DisclosureSEC source: 0001193125-26-369553 · ownership.xml · nonDerivative · entry 3 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 152,561 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F5 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.11 to $2.18. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 21:41 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.17 | $5,414.25 |
DisclosureSEC source: 0001193125-26-308036 · ownership.xml · nonDerivative · entry 2 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,061 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F4 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.12 to $2.32. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 16, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.17 | $5,414.25 |
DisclosureSEC source: 0001193125-26-369553 · ownership.xml · nonDerivative · entry 2 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,061 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F4 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.12 to $2.32. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:41 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.30 | $5,760.50 |
DisclosureSEC source: 0001193125-26-308036 · ownership.xml · nonDerivative · entry 1 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,561 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.23 to $2.40. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 15, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.30 | $5,760.50 |
DisclosureSEC source: 0001193125-26-369553 · ownership.xml · nonDerivative · entry 1 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,561 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.23 to $2.40. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 14, 2026 Filed Jul 14, 2026 22:05 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.39 | $5,987.00 |
DisclosureSEC source: 0001193125-26-303490 · ownership.xml · nonDerivative · entry 5 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,061 F4 · shares: The transaction reported on this line was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 29, 2025. F7 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.35 to $2.43. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 14, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.39 | $5,987.00 |
DisclosureSEC source: 0001193125-26-369550 · ownership.xml · nonDerivative · entry 5 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,061 F4 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F7 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.35 to $2.43. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 13, 2026 Filed Jul 14, 2026 22:05 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.35 | $5,870.75 |
DisclosureSEC source: 0001193125-26-303490 · ownership.xml · nonDerivative · entry 4 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 162,561 F4 · shares: The transaction reported on this line was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 29, 2025. F6 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.325 to $2.44. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| July 13, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.35 | $5,870.75 |
DisclosureSEC source: 0001193125-26-369550 · ownership.xml · nonDerivative · entry 4 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 162,561 F4 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F6 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.325 to $2.44. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 22:05 UTC | Xos, Inc. XOS · Entity 7263 | Disposition to issuerCommon Stock | 2,500 | $2.49 | $6,229.00 |
DisclosureSEC source: 0001193125-26-303490 · ownership.xml · nonDerivative · entry 3 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,061 F4 · shares: The transaction reported on this line was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 29, 2025. F5 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.46 to $2.59. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 22:05 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-303490 · ownership.xml · nonDerivative · entry 2 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,561 F3 · shares: The shares reported in this transaction represent RSUs that were issued to the Reporting Person in lieu of the cash retainer fees for the Reporting Person's service as a non-employee director and as Nominating and Corporate Governance Committee Chair in the second quarter of 2026. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 22:05 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 60,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-303490 · ownership.xml · nonDerivative · entry 1 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,269 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day before the Company's 2027 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 60,584 unvested RSUs Read SEC document |
| July 10, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 2,500 | $2.49 | $6,229.00 |
DisclosureSEC source: 0001193125-26-369550 · ownership.xml · nonDerivative · entry 3 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,061 F4 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F5 · price: Represents weighted average sales price. The shares were sold at prices ranging from $2.46 to $2.59. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 10, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-369550 · ownership.xml · nonDerivative · entry 2 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,561 F3 · shares: The shares reported in this transaction represent RSUs that were issued to the Reporting Person in lieu of the cash retainer fees for the Reporting Person's service as a non-employee director and as Nominating and Corporate Governance Committee Chair in the second quarter of 2026. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| July 10, 2026 Filed Aug 27, 2026 11:30 UTC Amendment | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 60,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-369550 · ownership.xml · nonDerivative · entry 1 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,269 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day before the Company's 2027 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 60,584 unvested RSUs. Read SEC document |
| January 10, 2026 Filed Jan 14, 2026 00:53 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001739230-26-000003 · wk-form4_1768352009.xml · nonDerivative · entry 1 Yake Alice · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,685 F1 · shares: The shares reported in this transaction represent RSUs that were issued to the Reporting Person in lieu of the cash retainer for the Reporting Person's service as Nominating and Corporate Governance Committee Chair in the fourth quarter of 2025. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| January 02, 2026 Filed Jan 2, 2026 21:17 UTC | Liberty Energy Inc. LBRT · Entity 4173 | GrantClass A Common Stock | 9,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-000155 · wk-form4_1767388674.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,692 F1 · price: Represents restricted stock units granted on January 2, 2026, which vest 100% on January 2, 2027, subject to continued service. Each restricted stock unit represents a contingent right to receive one share of Liberty Energy Inc. Class A common stock following vesting. Read SEC document |
| December 30, 2025 Filed Dec 31, 2025 01:03 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 5,000 | $1.85 | $9,239.00 |
DisclosureSEC source: 0001739230-25-000003 · wk-form4_1767143003.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,485 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F4 · price: Represents weighted average sales price. The shares were sold at prices ranging from $1.79 to $1.93. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| December 29, 2025 Filed Dec 31, 2025 01:03 UTC | Xos, Inc. XOS · Entity 7263 | SaleCommon Stock | 5,000 | $1.93 | $9,655.00 |
DisclosureSEC source: 0001739230-25-000003 · wk-form4_1767143003.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 108,485 F1 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 29, 2025. F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $1.88 to $2.03. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| October 16, 2025 Filed Oct 20, 2025 17:00 UTC | Liberty Energy Inc. LBRT · Entity 4173 | GrantClass A Common Stock | 3,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-045472 · wk-form4_1760979643.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,126 F1 · security: Represents restricted stock units granted on October 16, 2025, which vest 100% on January 2, 2026, subject to continued service. Each restricted stock unit represents a contingent right to receive one share of Liberty Energy Inc. Class A common stock following vesting. F1 · price: Represents restricted stock units granted on October 16, 2025, which vest 100% on January 2, 2026, subject to continued service. Each restricted stock unit represents a contingent right to receive one share of Liberty Energy Inc. Class A common stock following vesting. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:35 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-25-000105 · wk-form4_1752525344.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,485 F3 · shares: The shares reported in this transaction represent RSUs that were issued to the Reporting Person in lieu of the cash retainer for the Reporting Person's service as Nominating and Corporate Governance Committee Chair in Q2 2025. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| July 10, 2025 Filed Jul 14, 2025 20:35 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 62,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-25-000105 · wk-form4_1752525344.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,685 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day before the Company's 2026 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date F2 · balance_after: Includes 62,377 unvested RSUs. Read SEC document |
| January 10, 2025 Filed Jan 15, 2025 02:44 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-25-000012 · wk-form4_1736909055.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,308 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement and were issued to the Reporting Person in lieu of their cash retainer for the director service in Q4 2024. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 28,694 unvested RSUs. Read SEC document |
| July 10, 2024 Filed Jul 13, 2024 00:26 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-24-000119 · wk-form4_1720830404.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,571 F3 · shares: Represents RSUs issued to the director in lieu of their cash retainer for the director's service in Q2 2024. The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes 29,672 unvested RSUs. Read SEC document |
| July 10, 2024 Filed Jul 13, 2024 00:26 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 28,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-24-000119 · wk-form4_1720830404.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,213 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's common stock upon settlement. The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2025 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 29,672 unvested RSUs. Read SEC document |
| January 15, 2024 Filed Jan 17, 2024 21:11 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-24-000010 · wk-form4_1705525883.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,519 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q4 2023. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: The amount of securities beneficially owned following the reported transaction reflects a prior transfer of shares exempt from Section 16 of the Securities Exchange Act of 1934, as amended. In addition, on December 6th, 2023, the common stock of Xos, Inc. reverse split 1-for-30, resulting in a decrease of 585,669 shares in the reporting person's ownership of common stock. F3 · balance_after: Includes 15,792 unvested RSUs. Read SEC document |
| July 12, 2023 Filed Jul 13, 2023 22:46 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 7,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000192 · wf-form4_168928838194568.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 708,575 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q2 2023 and calculated as of July 11, 2023. F2 · balance_after: Includes 503,151 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 20:12 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 444,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000141 · wf-form4_168677350947757.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701,000 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs vest on the earlier of (i) the first anniversary of the Grant date and (ii) the day of the Company's 2024 Annual Meeting, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 503,151 unvested RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 3,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-23-000013 · wf-form4_167355913145444.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,556 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. The RSUs were issued to the director in lieu of their cash retainer for the director's service in Q4 2022 and calculated as of December 31, 2022 F2 · balance_after: Includes 58,707 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 20:05 UTC | Xos, Inc. XOS · Entity 7263 | GrantCommon Stock | 115,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001819493-22-000103 · wf-form4_166318586977267.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,588 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annualmeeting of Xos, Inc. following the Grant Date, subject to the Reporting Person's continuous service with Xos, Inc. through the vesting date. F2 · balance_after: Includes 88,060 unvested RSUs. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 01:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 48,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-002997 · doc4.xml · derivative · entry 2 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,922 Underlying: Common Stock · 48,922 shares Expires not disclosed F1 · derivative.exercise_price: The price is N/A. F1 · price: The price is N/A. F4 · derivative.exercise_date: The restricted stock units vest on the earlier of (i) the first anniversary of the Grant Date and (ii) the day before the next annual meeting of Xos, Inc. following the Grant Date, subject to such individual's continuous service with Xos, Inc. through the vesting date. F3 · derivative.expiration_date: Date is N/A. Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 01:32 UTC | Xos, Inc. XOS · Entity 7263 | GrantRestricted Stock Unit · Derivative | 88,060 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-002997 · doc4.xml · derivative · entry 1 Jackson Alice K · CIK 0001739230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,060 Underlying: Common Stock · 88,060 shares Expires not disclosed F1 · derivative.exercise_price: The price is N/A. F1 · price: The price is N/A. F2 · derivative.exercise_date: The restricted stock units vest in a series of three equal annual installments on each of the first, second and third year anniversaries of the grant date of January 10, 2022 (the "Grant Date"), subject to such individual's continuous service with Xos, Inc. through such vesting date. F3 · derivative.expiration_date: Date is N/A. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · derivative · entry 8 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,983 Underlying: Common Stock · 1,983 shares Expires 2023-12-31 F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F8 · derivative.exercise_date: Award vests on December 31, 2023. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,910.334 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · derivative · entry 7 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,910.334 shares Expires not disclosed 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. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F7 · shares: Number units shown reflects 729.288 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6 · derivative.exercise_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. F6 · derivative.expiration_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 721.403 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · derivative · entry 6 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 721.403 shares Expires not disclosed 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. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 669 units. F6 · derivative.exercise_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. F6 · derivative.expiration_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 3,316.527 | $61.54 | $204,099.07 |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · nonDerivative · entry 4 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,038.032 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock unit and performance share unit awards, and relating to share withholding for taxes, were settled in cash. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,910.334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · nonDerivative · entry 3 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,354.559 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. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 721.403 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,444.225 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. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,862.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004456 · doc1.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,722.822 F1 · balance_after: The amount also includes 122.24 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:51 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000592 · doc1.xml · derivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,112 Underlying: Common Stock · 1,112 shares Expires 2023-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2023. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 16:16 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007359 · doc1.xml · derivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 320 shares Expires 2022-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2022. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:36 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 2,196.154 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004534 · doc1.xml · derivative · entry 4 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,196.154 shares Expires not disclosed 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: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects 803.330 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6 · derivative.exercise_date: Award vested on December 31, 2019 but was settled in shares of common stock on February 18, 2020. F6 · derivative.expiration_date: Award vested on December 31, 2019 but was settled in shares of common stock on February 18, 2020. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:36 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 974.154 | $70.26 | $68,444.06 |
DisclosureSEC source: 0001567619-20-004534 · doc1.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,737.792 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:36 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 2,196.154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-004534 · doc1.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,711.946 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: Restricted stock units are settled in common stock on a one-for-one basis. F2 · balance_after: The amount also includes 91.749 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:52 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000474 · doc1.xml · derivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930 Underlying: Common Stock · 930 shares Expires 2022-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2022. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 2,514.811 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005191 · doc1.xml · derivative · entry 4 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,514.811 shares Expires not disclosed 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: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects 458 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6 · derivative.exercise_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. F6 · derivative.expiration_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 731.811 | $53.46 | $39,122.62 |
DisclosureSEC source: 0001567619-19-005191 · doc1.xml · nonDerivative · entry 2 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,424.043 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 2,514.811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-005191 · doc1.xml · nonDerivative · entry 1 Jackson Alice K · CIK 0001739230 · President, PSCo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,155.854 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: Restricted stock units are settled in common stock on a one-for-one basis. F2 · balance_after: This amount also includes 38.043 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000358 · doc1.xml · derivative · entry 1 Jackson Alice K · CIK 0001739230 · President, Public Service Comp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059 Underlying: Common Stock · 1,059 shares Expires 2021-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2021. 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.