Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
| Nextpower Inc.NXT · Entity 666 | Director | August 19, 2026 | August 19, 2026 |
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | Director · Chairman, President and CEO | March 18, 2025 | March 20, 2025 |
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.
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Savings Plan Restricted Stock Unit DeferralsSEC Table II · derivative / convertible security | Direct | 1,022 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 1,022 F1: Converts to Common Stock on a 1-for-1 basis. F2: Generally payable upon reporting person's termination of service. F3: Expiration date not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to Common Stock on a 1-for-1 basis.
F2: Generally payable upon reporting person's termination of service.
F3: Expiration date not applicable.
Nextpower Inc.
Report date August 19, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,603 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 2,742 · Balance 10,603 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). The RSUs shall vest on the one-year anniversary of the date of grant (or, if earlier, on the business day immediately preceding the next annual meeting of Company shareholders), subject to the Reporting Person's continued service to the Issuer through the relevant vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock ("Common Stock"). The RSUs shall vest on the one-year anniversary of the date of grant (or, if earlier, on the business day immediately preceding the next annual meeting of Company shareholders), subject to the Reporting Person's continued service to the Issuer through the relevant vesting date.
PINNACLE WEST CAPITAL CORP
Report date March 18, 2025 · Filed March 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 137,330 |
Ending reported balance
After 2025-03-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-03-18 · Grant · Acquired 94,008 · Balance 184,391 F1: Shares acquired upon the vesting of the performance shares granted in 2022 that were tied to the following: total shareholder return performance; earnings per share growth; clean megawatts installed metrics; and performance shares received in connection with dividend equivalent rights. Row 2 · 2025-03-18 · Disposition to issuer · Disposed 11,859 · Balance 172,532 F2: Represents the cash settlement of performance shares received in connection with the settlement of dividend equivalent rights. Row 3 · 2025-03-18 · Tax withholding · Disposed 35,202 · Balance 137,330 F3: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. |
| Common StockSEC Table I · non-derivative | Indirectby 401K | 132 |
Reported balance
Holding disclosure · report date 2025-03-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 132 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon the vesting of the performance shares granted in 2022 that were tied to the following: total shareholder return performance; earnings per share growth; clean megawatts installed metrics; and performance shares received in connection with dividend equivalent rights.
F2: Represents the cash settlement of performance shares received in connection with the settlement of dividend equivalent rights.
F3: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares.
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 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 17 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,607 F3 · price: Represents shares of common stock received by the individual in settlement of dividend rights granted in connection with the 2013, 2014, 2015 and 2016 Restricted Stock Unit grants. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 144 | $78.70 | $11,332.80 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 16 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,493 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 15 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,637 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 298 | $78.70 | $23,452.60 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 14 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,340 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 13 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,638 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 147 | $78.70 | $11,568.90 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 12 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,340 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 11 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,487 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 303 | $78.70 | $23,846.10 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 10 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 9 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,487 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 174 | $78.70 | $13,693.80 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 8 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 7 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,358 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 359 | $78.70 | $28,253.30 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 6 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,999 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 5 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,358 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 173 | $78.70 | $13,615.10 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 4 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,999 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 3 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,172 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 358 | $78.70 | $28,174.60 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 2 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,814 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013465 · doc4.xml · nonDerivative · entry 1 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,172 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:32 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 155 | $74.96 | $11,618.80 |
DisclosureSEC source: 0001209191-16-146661 · doc4.xml · nonDerivative · entry 4 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,814 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:32 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146661 · doc4.xml · nonDerivative · entry 3 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,969 F3 · shares: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2016. F3 · price: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2016. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:32 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 1,287 | $74.96 | $96,473.52 |
DisclosureSEC source: 0001209191-16-146661 · doc4.xml · nonDerivative · entry 2 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,641 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:32 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 2,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146661 · doc4.xml · nonDerivative · entry 1 GULDNER JEFFREY B. · CIK 0001521334 · SVP, Public Policy-APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,928 F1 · shares: Shares acquired upon the vesting of a portion of the performance shares granted in 2013. F1 · price: Shares acquired upon the vesting of a portion of the performance shares granted in 2013. 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.