Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | EVP and COO | August 11, 2026 | August 13, 2026 |
| PG&E CorpPCG · Entity 3143 | SVP GasOps, Pacific Gas & Elec | March 01, 2019 | March 05, 2019 |
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.
CENTERPOINT ENERGY INC
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,279 |
Reported balance
After 2026-08-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-11 · Tax withholding · Disposed 15,151 · Balance 175,279 F1: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-Term Incentive Plan (the "Plan"). |
| Common StockSEC Table I · non-derivative | Direct | 173,355 |
Reported balance
After 2026-08-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-11 · Tax withholding · Disposed 1,924 · Balance 173,355 F1: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-Term Incentive Plan (the "Plan"). F2: Total includes previous awards under the Plan of: (i) 116,670 RSUs vesting in three equal installments in August 2027, 2028 and 2029, (ii) 9,774 RSUs vesting in two equal installments in August 2027 and 2028, and (iii) 20,207 RSUs vesting in three equal installments in February 2027, 2028 and 2029. The above awards shall vest (a) upon continued employment with Issuer through the respective vesting date, (b) in the event of earlier disability or death, (c) for the award under clause (i), upon earlier involuntary termination without cause, or for the awards under clauses (ii) and (iii), on a full or pro-rata basis upon earlier retirement subject to satisfaction of certain conditions. Vesting of the awards under clauses (ii) and (iii) is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-Term Incentive Plan (the "Plan").
F2: Total includes previous awards under the Plan of: (i) 116,670 RSUs vesting in three equal installments in August 2027, 2028 and 2029, (ii) 9,774 RSUs vesting in two equal installments in August 2027 and 2028, and (iii) 20,207 RSUs vesting in three equal installments in February 2027, 2028 and 2029. The above awards shall vest (a) upon continued employment with Issuer through the respective vesting date, (b) in the event of earlier disability or death, (c) for the award under clause (i), upon earlier involuntary termination without cause, or for the awards under clauses (ii) and (iii), on a full or pro-rata basis upon earlier retirement subject to satisfaction of certain conditions. Vesting of the awards under clauses (ii) and (iii) is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.
PG&E Corp
Report date March 01, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,263 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Tax withholding · Disposed 2,427 · Balance 49,263 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Trustee of PG&E Corporation Retirement Savings Plan | 1,065.96 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,065.96 F1: Represents the approximate number of shares of PG&E Corporation stock held for the reporting person in the PG&E Corporation Common Stock Fund in the PG&E Corporation Retirement Savings Fund Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/1/2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the approximate number of shares of PG&E Corporation stock held for the reporting person in the PG&E Corporation Common Stock Fund in the PG&E Corporation Retirement Savings Fund Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/1/2019.
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 13, 2026 20:32 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 1,924 | $40.18 | $77,306.32 |
DisclosureSEC source: 0001551260-26-000006 · wk-form4_1786653170.xml · nonDerivative · entry 2 Soto Jesus Jr. · CIK 0001551260 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,355 F1 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-Term Incentive Plan (the "Plan"). F2 · balance_after: Total includes previous awards under the Plan of: (i) 116,670 RSUs vesting in three equal installments in August 2027, 2028 and 2029, (ii) 9,774 RSUs vesting in two equal installments in August 2027 and 2028, and (iii) 20,207 RSUs vesting in three equal installments in February 2027, 2028 and 2029. The above awards shall vest (a) upon continued employment with Issuer through the respective vesting date, (b) in the event of earlier disability or death, (c) for the award under clause (i), upon earlier involuntary termination without cause, or for the awards under clauses (ii) and (iii), on a full or pro-rata basis upon earlier retirement subject to satisfaction of certain conditions. Vesting of the awards under clauses (ii) and (iii) is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:32 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 15,151 | $40.18 | $608,767.18 |
DisclosureSEC source: 0001551260-26-000006 · wk-form4_1786653170.xml · nonDerivative · entry 1 Soto Jesus Jr. · CIK 0001551260 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,279 F1 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-Term Incentive Plan (the "Plan"). Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:17 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 20,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001551260-26-000003 · wk-form4_1771017452.xml · nonDerivative · entry 1 Soto Jesus Jr. · CIK 0001551260 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,430 F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting in three equal installments in February 2027, 2028, and 2029. The above award shall vest (i) if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date, (ii) in the event of his earlier disability or death, or (iii) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. F2 · balance_after: Total includes previous awards under the Plan of: (i) 155,561 RSUs vesting in four equal installments in August 2026, 2027, 2028, and 2029 and (ii) 14,662 RSUs vesting in three equal installments in August 2026, 2027, and 2028. The above awards shall vest (a) upon continued employment with Issuer through the respective vesting date, (b) in the event of earlier disability or death, or (c) for the award under clause (i), upon earlier involuntary termination without cause. The award under clause (ii) will also vest on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions, and all vesting of that award is further conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:02 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 155,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-25-000119 · wk-form4_1755115362.xml · nonDerivative · entry 2 Soto Jesus Jr. · CIK 0001551260 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,223 F2 · shares: Time-based RSUs awarded under the Plan with 38,891 RSUs vesting on the first anniversary of the R.P.'s employment start date, August 11, 2025 (the "start date") and 38,890 RSUs vesting on each of the second, third, and fourth anniversaries of the start date if the R.P. continues to be an employee of Issuer from the start date through the respective vesting date. The award will also vest in the event of R.P.'s earlier disability, death or involuntary termination of employment by Issuer without cause. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:02 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 14,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-25-000119 · wk-form4_1755115362.xml · nonDerivative · entry 1 Soto Jesus Jr. · CIK 0001551260 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,662 F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting (i) in three equal installments in August 2026, 2027, and 2028 if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date; (ii) in the event of his earlier disability or death; or (iii) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:08 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 2,427 | $17.91 | $43,467.57 |
DisclosureSEC source: 0001127602-19-010015 · form4.xml · nonDerivative · entry 1 Soto Jesus Jr. · CIK 0001551260 · SVP GasOps, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,263 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:51 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 617 | $17.74 | $10,945.58 |
DisclosureSEC source: 0001127602-19-007570 · form4.xml · nonDerivative · entry 2 Soto Jesus Jr. · CIK 0001551260 · SVP GasOps, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,690 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:51 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007570 · form4.xml · nonDerivative · entry 1 Soto Jesus Jr. · CIK 0001551260 · SVP GasOps, Pacific Gas & Elec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,307 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/18. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. 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.