Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Director | April 01, 2026 | April 03, 2026 |
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 08, 2026 | May 11, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Director | May 15, 2023 | May 16, 2023 |
| Ovintiv Inc.OVV · Entity 3288 | Director | September 29, 2026 | October 02, 2026 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director · Executive Chair of the Board | September 01, 2022 | September 02, 2022 |
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.
Bank of New York Mellon Corp
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,065.0221 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 227.329 · Balance 16,065.0221 F1: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock.
CMS ENERGY CORP
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,779 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,411 · Balance 10,779 F1: Grant of 2,411 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. F2: The total holdings reflect an adjustment of 246 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of 2,411 shares of Restricted Stock Units pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date.
F2: The total holdings reflect an adjustment of 246 additional shares of Common Stock of CMS acquired as a result of dividend reinvestment or equivalents pursuant to the Restricted Stock awards granted in accordance with the provisions of the CMS Performance Incentive Stock Plan.
CONSUMERS ENERGY CO
Report date May 15, 2023 · Filed May 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $4.50 Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Ovintiv Inc.
Report date September 29, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitSEC Table II · derivative / convertible security | Direct | 7,781 |
Reported balance
After 2026-09-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 39 · Balance 7,781 F1: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F2: Dividend equivalent DSUs received in lieu of cash dividends for the third quarter of 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board.
F2: Dividend equivalent DSUs received in lieu of cash dividends for the third quarter of 2026.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date September 01, 2022 · Filed September 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 431,723.9083 |
Reported balance
After 2022-09-01 transaction · row 1
1 source rowRow 1 · 2022-09-01 · Sale · Disposed 9,889 · Balance 431,723.9083 F1: This represents the weighted average price of shares at a range between 63.9100 and 64.8350. The reporting person undertakes to provide full share price information upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: This represents the weighted average price of shares at a range between 63.9100 and 64.8350. The reporting person undertakes to provide full share price information upon request.
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, 2023 Filed Aug 2, 2023 14:48 UTC | Ovintiv Inc. OVV · Entity 3288 | GrantDeferred Share Unit · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-23-000339 · izzodsu8123.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,170 Underlying: Common Stock · 488 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F1 · derivative.exercise_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F1 · derivative.expiration_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:13 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 832.039 | $45.07 | $37,500.00 |
DisclosureSEC source: 0001209191-23-041527 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,496.897 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:06 UTC | Ovintiv Inc. OVV · Entity 3288 | GrantDeferred Share Unit · Derivative | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-23-000291 · izzodsu6302023.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682 Underlying: Common Stock · 6 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F2 · price: Dividend equivalent DSUs received in lieu of cash dividends for the second quarter of 2023. F1 · derivative.exercise_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F1 · derivative.expiration_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. Read SEC document |
| May 18, 2023 Filed May 18, 2023 23:01 UTC | Ovintiv Inc. OVV · Entity 3288 | Exercise / conversionRestricted Share Unit · Derivative | 6,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-23-000220 · izzorsu51823.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,074 shares Expires 2023-05-18 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: Each RSU is the economic equivalent of one share of Ovintiv common stock and yields dividend equivalent RSUs. Read SEC document |
| May 18, 2023 Filed May 18, 2023 23:01 UTC | Ovintiv Inc. OVV · Entity 3288 | GrantRestricted Share Unit · Derivative | 6,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-23-000220 · izzorsu51823.xml · derivative · entry 2 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,074 Underlying: Common Stock · 6,074 shares Expires 2023-05-18 F1 · derivative.exercise_price: Each Restricted Share Unit ("RSU") is the economic equivalent of one share of common stock of Ovintiv Inc. ("Ovintiv") and yields dividend equivalent RSUs. Vesting and exercise will occur in accordance with the Omnibus Incentive Plan and the applicable grant agreement and on the same schedule as the underlying RSUs. Read SEC document |
| May 18, 2023 Filed May 18, 2023 23:01 UTC | Ovintiv Inc. OVV · Entity 3288 | Exercise / conversionCommon Stock | 6,074 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001667731-23-000220 · izzorsu51823.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,291 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 · kind: Represents the settlement upon vesting of RSUs. F4 · price: RSUs convert into Ovintiv common stock on a one-for-one basis. Read SEC document |
| May 15, 2023 Filed May 16, 2023 19:59 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000811156-23-000062 · wk-form4_1684267155.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,635 F1 · shares: Grant of 2,635 shares of Restricted Stock to a new non-employee member of CMS Energy Corporation ("CMS") Board of Directors pursuant to CMS' Performance Incentive Stock Plan. Read SEC document |
| May 12, 2023 Filed May 16, 2023 22:11 UTC | Ovintiv Inc. OVV · Entity 3288 | GrantDeferred Share Unit · Derivative | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-23-000218 · izzodsu51623.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 Underlying: Common Stock · 676 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F1 · derivative.exercise_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. F1 · derivative.expiration_date: Each Deferred Share Unit ("DSU") is the economic equivalent of one share of common stock of Ovintiv Inc. and yields dividend equivalent DSUs. DSUs are held until retirement from the Board. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:23 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 4,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-025168 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,373.75 Underlying: Common Stock · 4,090 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2024 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2024 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:27 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 858.25 | $45.15 | $38,749.99 |
DisclosureSEC source: 0001209191-23-023325 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,586.625 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:11 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 713.583 | $50.80 | $36,250.02 |
DisclosureSEC source: 0001209191-23-006795 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,677.112 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 20:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 914.019 | $39.66 | $36,249.99 |
DisclosureSEC source: 0001209191-22-052773 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,905.413 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:25 UTC | Ovintiv Inc. OVV · Entity 3288 | Exercise / conversionRestricted Share Unit · Derivative | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-22-000322 · izzoform49622.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,217 shares Expires 2022-09-06 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: Each RSU is the economic equivalent of one share of Ovintiv common stock and attracts dividend equivalent RSUs. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:25 UTC | Ovintiv Inc. OVV · Entity 3288 | GrantRestricted Share Unit · Derivative | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001667731-22-000322 · izzoform49622.xml · derivative · entry 2 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 Underlying: Common Stock · 1,217 shares Expires 2022-09-06 F1 · derivative.exercise_price: Each Restricted Share Unit (each, "RSU") is the economic equivalent of one share of common stock of Ovintiv Inc. ("Ovintiv") and yields dividend equivalent RSUs. Vesting and exercise will occur in accordance with the Omnibus Incentive Plan and the applicable grant agreement and on the same schedule as the underlying RSUs. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 22:25 UTC | Ovintiv Inc. OVV · Entity 3288 | Exercise / conversionCommon Stock | 1,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001667731-22-000322 · izzoform49622.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 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 · kind: Represents the settlement upon vesting of RSUs net of withholding taxes. F4 · price: RSUs convert into Ovintiv common stock on a one-for-one basis. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 21:33 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,889 | $64.52 | $638,018.50 |
DisclosureSEC source: 0001225208-22-009988 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,723.9083 F1 · price: This represents the weighted average price of shares at a range between 63.9100 and 64.8350. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 23:45 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $65.58 | $648,142.95 |
DisclosureSEC source: 0001225208-22-009140 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,612.9083 F1 · price: This represents the weighted average price of shares at a range between 65.2400 and 65.8000. The reporting person undertakes to provide full share price information upon request. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:49 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $64.15 | $633,962.82 |
DisclosureSEC source: 0001225208-22-008426 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,655.9803 F1 · price: This represents the weighted average price of shares at a range between 63.3700 and 64.7400. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:19 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 854.55 | $42.42 | $36,250.01 |
DisclosureSEC source: 0001209191-22-041104 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,940.648 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 14:35 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $68.10 | $673,068.87 |
DisclosureSEC source: 0001225208-22-007631 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,538.9803 F1 · price: This represents the weighted average price of shares at a range between 67.6700 and 68.5100. The reporting person undertakes to provide full share price information upon request. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| May 02, 2022 Filed May 4, 2022 13:17 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $68.95 | $681,476.34 |
DisclosureSEC source: 0001225208-22-006411 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,269.6313 F1 · price: This represents the weighted average price of shares at a range between 68.2050 and 70.0400. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 21:12 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 3,977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-025216 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,022.1402 Underlying: Common Stock · 3,977 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2023 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2023 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $70.44 | $696,153.58 |
DisclosureSEC source: 0001225208-22-005490 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,152.6313 F1 · price: This represents the weighted average price of shares at a range between 69.7100 and 71.0200. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:30 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 733.064 | $49.45 | $36,250.01 |
DisclosureSEC source: 0001209191-22-023032 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,046.368 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:02 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 37,756 | $64.71 | $2,443,190.76 |
DisclosureSEC source: 0001225208-22-004060 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,035.6313 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:02 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $64.46 | $637,073.99 |
DisclosureSEC source: 0001225208-22-004060 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,791.6313 F2 · shares: Pursuant to 10b5-1 Plan. F3 · price: This represents the weighted average price of shares at a range between 64.1100 and 65.3500. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:02 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 73,814.222 | $64.71 | $4,776,518.31 |
DisclosureSEC source: 0001225208-22-004060 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,674.6313 F1 · shares: Payment of vested Performance Share Units under the Long Term Incentive Plan. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:51 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 42,372 | $64.43 | $2,730,027.96 |
DisclosureSEC source: 0001225208-22-002590 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,860.4093 F1 · shares: 2022 Restricted Stock Unit grant under the 2021 Long-Term Incentive Plan. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:16 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 596.973 | $60.69 | $36,230.29 |
DisclosureSEC source: 0001209191-22-006774 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,293.388 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 11:00 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $66.15 | $653,775.27 |
DisclosureSEC source: 0001225208-22-001467 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,488.4093 F1 · price: This represents the weighted average price of shares at a range between 65.5600 and 66.8300. The reporting person undertakes to provide full share price information upon request. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 15:19 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 18,651 | $66.54 | $1,241,037.54 |
DisclosureSEC source: 0001225208-22-000354 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,339.0923 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 15:19 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $65.69 | $649,252.81 |
DisclosureSEC source: 0001225208-22-000354 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,990.0923 F1 · shares: Pursuant to 10b5-1 Plan. F2 · price: This represents the weighted average price of shares at a range between 65.4400 and 66.9200. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 16:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $63.19 | $624,548.28 |
DisclosureSEC source: 0001225208-21-014437 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,873.0923 F1 · price: This represents the weighted average price of shares at a range between 62.5800 and 63.8300. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:04 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $64.18 | $634,244.49 |
DisclosureSEC source: 0001225208-21-013575 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,756.0923 F1 · price: This represents the weighted average price of shares at a range between 63.5400 and 64.4800. The reporting person undertakes to provide full share price information upon request. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:33 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 9,883 | $60.66 | $599,546.27 |
DisclosureSEC source: 0001225208-21-012912 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,917.4273 F1 · price: This represents the weighted average price of shares at a range between 60.5000 and 61.2900. The reporting person undertakes to provide full share price information upon request. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:46 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 684.996 | $52.92 | $36,249.99 |
DisclosureSEC source: 0001209191-21-059479 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,675.545 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:29 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 704.842 | $51.43 | $36,250.02 |
DisclosureSEC source: 0001209191-21-045476 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,971.569 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 20:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 3,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-027792 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,952 Underlying: Common Stock · 3,952 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2022 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2022 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 658.311 | $47.47 | $31,250.02 |
DisclosureSEC source: 0001209191-21-025168 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,253.291 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 20:49 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 70,769 | $54.69 | $3,870,356.61 |
DisclosureSEC source: 0001225208-21-004682 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,707.2347 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 20:49 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 138,354.418 | $54.69 | $7,566,603.12 |
DisclosureSEC source: 0001225208-21-004682 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,476.2347 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 18:15 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 47,110 | $57.95 | $2,730,024.50 |
DisclosureSEC source: 0001225208-21-002911 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,121.8167 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 772.109 | $40.47 | $31,247.25 |
DisclosureSEC source: 0001209191-21-007267 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,583.31 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:22 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 19,929 | $57.77 | $1,151,298.33 |
DisclosureSEC source: 0001225208-21-000508 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,711.307 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 804.8 | $34.17 | $27,500.02 |
DisclosureSEC source: 0001209191-20-053639 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804.8 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 159,093.4917 | $52.52 | $8,355,590.18 |
DisclosureSEC source: 0001225208-20-004341 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,093.4917 Underlying: Common Stock · 159,093.4917 shares Expires not disclosed F1 · security: LTIP Performance Stock Units. Phantom stock represents the share equivalent of vested amount deferred under the Equity Deferral Plan. F2 · derivative.exercise_price: Phantom stock converts into common stock on a one-for-one basis. F3 · derivative.exercise_date: Date shown is vesting date of LTIP Performance Stock Unit. F4 · derivative.expiration_date: Phantom stock does not have a corresponding expiration date. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 46,256 | $59.02 | $2,730,029.12 |
DisclosureSEC source: 0001225208-20-002940 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,737.1864 F1 · shares: 2020 Restricted Stock Unit grant under the 2004 Long-Term Incentive Plan. F2 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| August 08, 2019 Filed Feb 20, 2020 21:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 6,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002940 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,139.4513 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 00:41 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Options · Derivative | 28,992 | $33.49 Strike: $33.49 | $970,942.08 |
DisclosureSEC source: 0001225208-19-010800 · doc4.xml · derivative · entry 4 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,992 shares Expires 2019-12-14 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. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 00:41 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 28,992 | $57.18 | $1,657,811.85 |
DisclosureSEC source: 0001225208-19-010800 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,181.1742 F2 · price: This represents the weighted average price of shares at a range between 56.5200 and 57.5600. The reporting person undertakes to provide full share price information upon request. F3 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. 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.