Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director · CEO and President | August 01, 2026 | August 04, 2026 |
| Centuri Holdings, Inc.CTRI · Entity 4489 | Director | July 31, 2024 | August 01, 2024 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | CEO Designate/Centuri Group | January 01, 2024 | January 05, 2024 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Resticted Stock UnitsSEC Table I · non-derivative | Direct | 133,539 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Tax withholding · Disposed 6,283 · Balance 133,539 F1: A portion of the Reporting Person's restricted stock units (14,085) granted on August 1, 2024, vested on August 1, 2026. Upon vesting, 6,283 restricted stock units were withheld to satisfy the Reporting Person's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of the Reporting Person's restricted stock units (14,085) granted on August 1, 2024, vested on August 1, 2026. Upon vesting, 6,283 restricted stock units were withheld to satisfy the Reporting Person's tax liability.
Centuri Holdings, Inc.
Report date July 31, 2024 · Filed August 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,000 |
Reported balance
After 2024-07-31 transaction · row 1
1 source rowRow 1 · 2024-07-31 · Purchase · Acquired 20,000 · Balance 45,000 F1: The purchase transaction reported herein was effected in multiple transactions at prices ranging from $16.31 to $16.54 on July 31, 2024. The price reported above reflects the weighted average purchase price for the transaction reported herein. The Reporting Person hereby undertakes to provide upon request to the Staff of the Securities and Exchange Commission, the Issuer, or any security holder of the Issuer full information regarding the number of shares and the prices at which the reported transaction was effected. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-07-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-07-31 · Disposition to issuer · Disposed 190,476 · Balance 0 F2: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The purchase transaction reported herein was effected in multiple transactions at prices ranging from $16.31 to $16.54 on July 31, 2024. The price reported above reflects the weighted average purchase price for the transaction reported herein. The Reporting Person hereby undertakes to provide upon request to the Staff of the Securities and Exchange Commission, the Issuer, or any security holder of the Issuer full information regarding the number of shares and the prices at which the reported transaction was effected.
F2: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024.
Southwest Gas Holdings, Inc.
Report date January 01, 2024 · Filed January 05, 2024
This filing explicitly reported no securities owned.
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 01, 2026 Filed Aug 4, 2026 15:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 6,283 | $128.32 | $806,234.56 |
DisclosureSEC source: 0001628280-26-052253 · wk-form4_1785857474.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,539 F1 · shares: A portion of the Reporting Person's restricted stock units (14,085) granted on August 1, 2024, vested on August 1, 2026. Upon vesting, 6,283 restricted stock units were withheld to satisfy the Reporting Person's tax liability. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 45 | $132.31 | $5,953.95 |
DisclosureSEC source: 0001628280-26-017100 · wk-form4_1773334677.xml · nonDerivative · entry 2 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,256 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 96 | $132.31 | $12,701.76 |
DisclosureSEC source: 0001628280-26-017100 · wk-form4_1773334677.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,301 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 4,161 | $132.06 | $549,501.66 |
DisclosureSEC source: 0001628280-26-011543 · wk-form4_1772049283.xml · nonDerivative · entry 2 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,205 F2 · shares: A portion of the reporting person's restricted stock units (9,290) granted on February 18, 2025, vested on February 21, 2026. Upon vesting, 4,161 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 1,241 | $132.03 | $163,849.23 |
DisclosureSEC source: 0001628280-26-011543 · wk-form4_1772049283.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,366 F1 · shares: A portion of the reporting person's restricted stock units (4,165) granted on August 1, 2024, vested on February 21, 2026. Upon vesting, 1,241 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 18:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 26,105 | $130.24 | $3,399,915.20 |
DisclosureSEC source: 0001628280-26-009610 · wk-form4_1771527481.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,607 F1 · security: Each restricted stock unit represents a right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2027, February 21, 2028, and February 21, 2029. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 16:30 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 43,260 | $115.58 | $4,999,990.80 |
DisclosureSEC source: 0001628280-25-058421 · wk-form4_1766421031.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,502 F1 · shares: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest on December 31, 2030. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 6,193 | $113.58 | $703,400.94 |
DisclosureSEC source: 0000004904-25-000143 · wk-form4_1754333581.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,174 F1 · shares: A portion of the Reporting Person's restricted stock units (13,655) granted on August 1, 2024, vested on August 1, 2025. Upon vesting, 6,193 restricted stock units were withheld to satisfy the Reporting Person's tax liability. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 15 | $107.32 | $1,609.80 |
DisclosureSEC source: 0001398889-25-000091 · wk-form4_1741811943.xml · nonDerivative · entry 2 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,255 Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 34 | $107.32 | $3,648.88 |
DisclosureSEC source: 0001398889-25-000091 · wk-form4_1741811943.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,270 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 1,222 | $105.33 | $128,713.26 |
DisclosureSEC source: 0001398889-25-000064 · wk-form4_1740504912.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,236 F1 · shares: A portion of the reporting person's restricted stock units (4,024) granted on August 1, 2024 vested on February 21, 2025. Upon vesting, 1,222 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 15:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 27,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000043 · wk-form4_1740066063.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,359 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2026, February 21, 2027 and February 21, 2028. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 15:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 39,510 | $101.24 | $3,999,992.40 |
DisclosureSEC source: 0001398889-24-000186 · wk-form4_1722610954.xml · nonDerivative · entry 2 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,363 F2 · shares: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on August 1, 2025, August 1, 2026 and August 1, 2027. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 15:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 11,853 | $101.24 | $1,199,997.72 |
DisclosureSEC source: 0001398889-24-000186 · wk-form4_1722610954.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,853 F1 · shares: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:18 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | Disposition to issuerRestricted Stock Units · Derivative | 190,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014292 · form4.xml · derivative · entry 2 Fehrman William · CIK 0002006412 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 190,476 shares Expires not disclosed F2 · derivative.exercise_price: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024. F2 · shares: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024. F2 · derivative.exercise_date: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024. F2 · derivative.expiration_date: On July 12, 2024, the Reporting Person entered into a Transition Agreement with the Issuer pursuant to which, among other things, he agreed to forfeit all of his outstanding restricted stock units on July 31, 2024. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:18 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | PurchaseCommon Stock | 20,000 | $16.50 | $330,000.00 |
DisclosureSEC source: 0001062993-24-014292 · form4.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 F1 · price: The purchase transaction reported herein was effected in multiple transactions at prices ranging from $16.31 to $16.54 on July 31, 2024. The price reported above reflects the weighted average purchase price for the transaction reported herein. The Reporting Person hereby undertakes to provide upon request to the Staff of the Securities and Exchange Commission, the Issuer, or any security holder of the Issuer full information regarding the number of shares and the prices at which the reported transaction was effected. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:50 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | GrantRestricted Stock Units · Derivative | 190,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008648 · form4.xml · derivative · entry 2 Fehrman William · CIK 0002006412 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,476 Underlying: Common Stock · 190,476 shares Expires not disclosed F2 · derivative.exercise_price: Represents the grant of restricted stock units ("RSUs") in connection with the Issuer's initial public offering pursuant to the terms of that certain Award Agreement for Time-Lapse RSUs (the "Agreement"), dated as of April 22, 2024, by and between the Issuer and the Reporting Person. Each RSU is the economic equivalent of one share of the Issuer's common stock and may be settled by delivery of an equal number of shares of the Issuer's common stock or, in certain cases as set forth in the Agreement, may be settled in cash. F3 · derivative.exercise_date: 40% of the RSUs will vest on January 12, 2025, and 30% of the RSUs will vest on each of January 12, 2026 and January 12, 2027. F3 · derivative.expiration_date: 40% of the RSUs will vest on January 12, 2025, and 30% of the RSUs will vest on each of January 12, 2026 and January 12, 2027. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:50 UTC | Centuri Holdings, Inc. CTRI · Entity 4489 | PurchaseCommon Stock | 25,000 | $21.00 | $525,000.00 |
DisclosureSEC source: 0001062993-24-008648 · form4.xml · nonDerivative · entry 1 Fehrman William · CIK 0002006412 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 F1 · shares: Represents shares acquired pursuant to a reserved share program in connection with the Issuer's initial public offering. 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.