Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | Director | September 09, 2026 | September 11, 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.
MGE ENERGY INC
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,013.0377 |
Reported balance
After 2026-09-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-09 · Purchase · Acquired 274.7418 · Balance 10,013.0377 F1: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 13:30 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 274.7418 | $77.35 | $21,251.28 |
DisclosureSEC source: 0001193125-26-388717 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,013.0377 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 21:51 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 261.3641 | $81.30 | $21,248.90 |
DisclosureSEC source: 0001193125-26-359468 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,738.2959 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 19:39 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 372.8392 | $77.74 | $28,984.52 |
DisclosureSEC source: 0001193125-26-104002 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,362.0713 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 17:16 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-087355 · ownership.xml · derivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039 Underlying: common stock · 1,039 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:37 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002562 · ownership.xml · derivative · entry 2 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 2,062 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. F3 · derivative.exercise_price: Represents RSU's which are converted to common stock on a one-to-one basis when vested. F1 · derivative.exercise_date: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F1 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:37 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 2,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-002562 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,989.2321 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 · shares: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F1 · price: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 21:14 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 270.2746 | $78.57 | $21,235.48 |
DisclosureSEC source: 0001193125-25-311239 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,888.5089 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 21:10 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 253.5834 | $83.75 | $21,237.61 |
DisclosureSEC source: 0000950170-25-113833 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,582.8884 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 506.6875 | $83.83 | $42,475.61 |
DisclosureSEC source: 0000950170-25-109845 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,329.305 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| April 25, 2025 Filed Apr 28, 2025 17:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | OtherCommon Stock | 5,793.0397 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-059162 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,793.0397 F1 · kind: Transfer to ex-wife pursuant to divorce decree F2 · shares: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 19:42 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 445.5381 | $90.83 | $40,470.36 |
DisclosureSEC source: 0000950170-25-038667 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,531.8811 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:25 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032119 · ownership.xml · derivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918 Underlying: Common Stock · 918 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:34 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001478 · ownership.xml · derivative · entry 2 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 692 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. F3 · derivative.exercise_price: Represents RSU's which are converted to common stock on a one-to-one basis when vested. F1 · derivative.exercise_date: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F1 · derivative.expiration_date: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:34 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-001478 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,086.343 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 · shares: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F1 · price: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 19:42 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 406.1166 | $87.36 | $35,479.65 |
DisclosureSEC source: 0000950170-24-100511 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,295.4252 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| May 30, 2024 Filed May 31, 2024 18:11 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 57.6551 | $78.00 | $4,497.10 |
DisclosureSEC source: 0000950170-24-067169 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,834.2021 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 15:17 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 457.695 | $82.16 | $37,606.10 |
DisclosureSEC source: 0000950170-24-027636 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,724.7762 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 20:10 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024717 · ownership.xml · derivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,267 Underlying: common stock · 1,267 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 19:22 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-000164 · ownership.xml · derivative · entry 2 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 760 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. F3 · derivative.exercise_price: Represents RSU's which are converted to common stock on a one-to-one basis when vested. F1 · derivative.exercise_date: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · derivative.expiration_date: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 19:22 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-000164 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,218.4852 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 · shares: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · price: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 16:50 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseCommon Stock | 20.1511 | $74.39 | $1,498.95 |
DisclosureSEC source: 0000950170-23-068712 · ownership.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,458.4852 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 15:45 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 99.8401 | $75.07 | $7,495.00 |
DisclosureSEC source: 0001161728-23-000036 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,438.334 F1 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from SEC 16 under Rule 16a-11. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 17:31 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 433.9878 | $74.84 | $32,478.30 |
DisclosureSEC source: 0001161728-23-000035 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,290.6662 F1 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| May 23, 2023 Filed May 24, 2023 18:49 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 59.5637 | $75.50 | $4,497.00 |
DisclosureSEC source: 0001161728-23-000033 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,816.4503 F1 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 19:56 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 1,146.2264 | $70.19 | $80,453.63 |
DisclosureSEC source: 0001161728-23-000017 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,721.5293 F1 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:15 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-23-000013 · primary_doc.xml · derivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144 Underlying: Common Stock · 1,144 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 20:19 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 172.4129 | $69.55 | $11,991.35 |
DisclosureSEC source: 0001161728-22-000045 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,537.4321 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 17:01 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 361.0015 | $78.90 | $28,481.90 |
DisclosureSEC source: 0001161728-22-000015 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330.833 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 25, 2022 Filed May 26, 2022 15:39 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 56.8469 | $79.11 | $4,497.15 |
DisclosureSEC source: 0001161728-22-000014 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,939.2534 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 19:36 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 1,067.4893 | $74.86 | $79,914.60 |
DisclosureSEC source: 0001161728-22-000002 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,858.3188 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 14:12 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000025 · primary_doc.xml · derivative · entry 2 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692 Underlying: COMMON STOCK · 692 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F3 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 15:28 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 58.4574 | $76.93 | $4,497.05 |
DisclosureSEC source: 0001161728-21-000065 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,767.7001 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 16:45 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 373.5527 | $80.26 | $29,981.30 |
DisclosureSEC source: 0001161728-21-000063 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685.9886 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 15:53 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 19.9654 | $75.08 | $1,499.00 |
DisclosureSEC source: 0001161728-21-000043 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,219.8433 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 25, 2021 Filed May 27, 2021 18:38 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 80.006 | $74.94 | $5,995.65 |
DisclosureSEC source: 0001161728-21-000042 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,271.8779 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:08 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 1,028.2305 | $66.26 | $68,130.55 |
DisclosureSEC source: 0001161728-21-000015 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,175.8363 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 14:12 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000025 · primary_doc.xml · derivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: COMMON STOCK · 760 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 15:35 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 21.4711 | $69.81 | $1,498.90 |
DisclosureSEC source: 0001161728-20-000102 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,131.8342 F1 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 15:35 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 122.934 | $73.16 | $8,993.85 |
DisclosureSEC source: 0001161728-20-000101 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,110.3631 F1 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 19:36 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 22.831 | $65.65 | $1,498.85 |
DisclosureSEC source: 0001161728-20-000088 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970.5364 F1 · balance_after: Includes shares acquired through dividend reinvestment Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 19:36 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 940.7617 | $66.92 | $62,952.95 |
DisclosureSEC source: 0001161728-20-000083 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,947.7054 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 20:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 59.6577 | $75.38 | $4,497.00 |
DisclosureSEC source: 0001161728-19-000052 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975.9218 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:30 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 375.2464 | $75.90 | $28,481.20 |
DisclosureSEC source: 0001161728-19-000035 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,907.3284 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:02 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 63.3441 | $70.99 | $4,496.80 |
DisclosureSEC source: 0001161728-19-000020 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,524.7401 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 20:20 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 435.765 | $65.35 | $28,478.20 |
DisclosureSEC source: 0001161728-19-000010 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,456.2065 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 17:29 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 142.0223 | $63.32 | $8,992.85 |
DisclosureSEC source: 0001161728-18-000037 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015.4202 F1 · balance_after: Includes shares acquired through dividend reinvestment plan. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 15:23 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 23.1118 | $64.85 | $1,498.80 |
DisclosureSEC source: 0001161728-18-000032 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869.0583 F1 · balance_after: Includes shares acquired through dividend reinvestment plan. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 19:42 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 239.1793 | $65.80 | $15,738.00 |
DisclosureSEC source: 0001161728-18-000030 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.9465 F1 · balance_after: Includes shares acquired through dividend reinvestment plan. Read SEC document |
| May 22, 2018 Filed May 23, 2018 20:16 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 154.9053 | $58.05 | $8,992.25 |
DisclosureSEC source: 0001161728-18-000024 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603.4927 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:45 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 448.5874 | $55.73 | $25,000.00 |
DisclosureSEC source: 0001161728-18-000009 · primary_doc.xml · nonDerivative · entry 1 Berbee James G · CIK 0001732234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448.5874 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.