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 02, 2018 Filed Aug 2, 2018 20:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 4,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012196 · doc4.xml · nonDerivative · entry 5 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,917.8702 F3 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| August 02, 2018 Filed Aug 2, 2018 20:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 1,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012196 · doc4.xml · nonDerivative · entry 4 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,954.8702 Read SEC document |
| August 02, 2018 Filed Aug 2, 2018 20:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012196 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,933.8702 Read SEC document |
| August 02, 2018 Filed Aug 2, 2018 20:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012196 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,923.8702 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 20:42 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $50.60 | $1,054,085.22 |
DisclosureSEC source: 0001225208-18-012196 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,715.8702 F1 · shares: Pursuant to 10b5-1 Plan F2 · price: This represents the weighted average price of shares at a range between 50.08 and 51.51. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 14:12 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $53.85 | $1,121,886.22 |
DisclosureSEC source: 0001225208-18-011159 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,131.2393 F1 · price: This represents the weighted average price of shares at a range between 53.43 and 54.26. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 19:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $52.50 | $1,093,734.58 |
DisclosureSEC source: 0001225208-18-010098 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,964.2393 F1 · price: This represents the weighted average price of shares at a range between 52.14 and 52.99. 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 01, 2018 Filed May 3, 2018 17:14 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $52.02 | $1,083,705.58 |
DisclosureSEC source: 0001225208-18-008598 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,513.5005 F1 · price: This represents the weighted average price of shares at a range between 51.69 and 52.34. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 20:11 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $49.90 | $1,039,668.78 |
DisclosureSEC source: 0001225208-18-007158 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,346.5005 F1 · price: This represents the weighted average price of shares at a range between 49.52 and 50.39. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 17:35 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $48.36 | $1,007,506.80 |
DisclosureSEC source: 0001225208-18-005056 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,179.5005 F1 · price: This represents the weighted average price of shares at a range between 48.00 and 49.00. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 143,265 | $48.47 | $6,944,054.55 |
DisclosureSEC source: 0001225208-18-005335 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,265 Underlying: Common Stock · 143,265 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 20, 2018 Filed Feb 23, 2018 00:48 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 42,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003904 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,012.5005 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:03 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $51.00 | $1,062,439.25 |
DisclosureSEC source: 0001225208-18-002030 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,498.5005 F1 · price: This represents the weighted average price of shares at a range between 50.53 and 51.91. 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 02, 2018 Filed Jan 3, 2018 22:10 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $51.25 | $1,067,655.83 |
DisclosureSEC source: 0001225208-18-000394 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,933.6136 F1 · price: This represents the weighted average price of shares at a range between 50.97 and 51.66. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 00:58 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $52.90 | $1,102,109.45 |
DisclosureSEC source: 0001225208-17-018154 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,766.6136 F1 · price: This represents the weighted average price of shares at a range between 52.60 and 53.21. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| November 28, 2017 Filed Dec 5, 2017 00:58 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018154 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,599.6136 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:37 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 39,960 | $0.00 Strike: $48.21 | $0.00 |
DisclosureSEC source: 0001225208-17-016814 · 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 · 39,960 shares Expires 2017-12-18 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. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:37 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 39,960 | $49.74 | $1,987,686.32 |
DisclosureSEC source: 0001225208-17-016814 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,984.6136 F2 · price: This represents the weighted average price of shares at a range between 49.70 and 49.98. 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 |
| November 01, 2017 Filed Nov 2, 2017 20:37 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $49.61 | $1,033,504.30 |
DisclosureSEC source: 0001225208-17-016814 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,944.6136 F1 · price: This represents the weighted average price of shares at a range between 49.32 and 50.17. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:37 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 39,960 | $48.21 | $1,926,271.80 |
DisclosureSEC source: 0001225208-17-016814 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,777.6136 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 |
| October 27, 2017 Filed Oct 30, 2017 20:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 33,533 | $0.00 Strike: $48.21 | $0.00 |
DisclosureSEC source: 0001225208-17-016659 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,960 Underlying: Common Stock · 33,533 shares Expires 2017-12-18 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. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 20:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 33,533 | $49.47 | $1,658,904.34 |
DisclosureSEC source: 0001225208-17-016659 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,301.272 F1 · price: This represents the weighted average price of shares at a range between 49.45 and 49.57. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 20:01 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 33,533 | $48.21 | $1,616,458.27 |
DisclosureSEC source: 0001225208-17-016659 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735,834.272 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 |
| October 26, 2017 Filed Oct 27, 2017 18:17 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 6,427 | $0.00 Strike: $48.21 | $0.00 |
DisclosureSEC source: 0001225208-17-016596 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,493 Underlying: Common Stock · 6,427 shares Expires 2017-12-18 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. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 18:17 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 6,427 | $49.45 | $317,815.15 |
DisclosureSEC source: 0001225208-17-016596 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,301.272 Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 18:17 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 6,427 | $48.21 | $309,813.54 |
DisclosureSEC source: 0001225208-17-016596 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,728.272 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 |
| October 13, 2017 Filed Oct 16, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 39,960 | $0.00 Strike: $48.21 | $0.00 |
DisclosureSEC source: 0001225208-17-016279 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,920 Underlying: Common Stock · 39,960 shares Expires 2017-12-18 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. Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 39,960 | $49.20 | $1,966,032.00 |
DisclosureSEC source: 0001225208-17-016279 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,301.272 Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 39,960 | $48.21 | $1,926,271.80 |
DisclosureSEC source: 0001225208-17-016279 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,261.272 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 |
| October 12, 2017 Filed Oct 13, 2017 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 79,920 | $0.00 Strike: $48.21 | $0.00 |
DisclosureSEC source: 0001225208-17-016252 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,880 Underlying: Common Stock · 79,920 shares Expires 2017-12-18 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. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 79,920 | $48.83 | $3,902,094.00 |
DisclosureSEC source: 0001225208-17-016252 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,301.272 F1 · price: This represents the weighted average price of shares at a range between 48.70 and 48.95. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 79,920 | $48.21 | $3,852,543.60 |
DisclosureSEC source: 0001225208-17-016252 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782,221.272 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 |
| October 02, 2017 Filed Oct 4, 2017 20:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 20,833 | $46.50 | $968,803.25 |
DisclosureSEC source: 0001225208-17-015924 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,301.272 F1 · price: This represents the weighted average price of shares at a range between 46.05 and 46.64. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| August 23, 2017 Filed Oct 4, 2017 20:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015924 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723,134.272 Read SEC document |
| August 22, 2017 Filed Oct 4, 2017 20:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015924 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724,194.272 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 23,400 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-013253 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,400 shares Expires 2018-12-16 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, 2017 Filed Aug 3, 2017 20:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 23,400 | $45.23 | $1,058,428.80 |
DisclosureSEC source: 0001225208-17-013253 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725,074.272 F1 · price: This represents the weighted average price of shares at a range between 45.01 and 45.37. 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 |
| August 01, 2017 Filed Aug 3, 2017 20:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 23,400 | $30.03 | $702,702.00 |
DisclosureSEC source: 0001225208-17-013253 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,474.272 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 |
| July 03, 2017 Filed Jul 6, 2017 21:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-012359 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,400 Underlying: Common Stock · 30,000 shares Expires 2018-12-16 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 |
| July 03, 2017 Filed Jul 6, 2017 21:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 30,000 | $42.83 | $1,285,047.00 |
DisclosureSEC source: 0001225208-17-012359 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,121.2633 F1 · price: This represents the weighted average price of shares at a range between 42.59 and 43.15. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-012359 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,121.2633 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 |
| June 01, 2017 Filed Jun 5, 2017 20:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-010888 · doc4.xml · derivative · entry 5 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,400 Underlying: Common Stock · 30,000 shares Expires 2018-12-16 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 |
| June 01, 2017 Filed Jun 5, 2017 20:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010888 · doc4.xml · nonDerivative · entry 4 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,121.2633 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 30,000 | $45.31 | $1,359,378.00 |
DisclosureSEC source: 0001225208-17-010888 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,341.2633 F1 · price: This represents the weighted average price of shares at a range between 44.80 and 45.58. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-010888 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,341.2633 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 |
| May 12, 2017 Filed Jun 5, 2017 20:40 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010888 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,341.2633 Read SEC document |
| May 01, 2017 Filed May 2, 2017 19:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-008836 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,400 Underlying: Common Stock · 30,000 shares Expires 2018-12-16 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 |
| May 01, 2017 Filed May 2, 2017 19:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 30,000 | $43.82 | $1,314,729.00 |
DisclosureSEC source: 0001225208-17-008836 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,691.2633 F1 · price: This represents the weighted average price of shares at a range between 43.63 and 44.15. 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 01, 2017 Filed May 2, 2017 19:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-008836 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,691.2633 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 |
| April 03, 2017 Filed Apr 4, 2017 19:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-007317 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,400 Underlying: Common Stock · 30,000 shares Expires 2018-12-16 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.