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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 4, 2017 19:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 30,000 | $44.14 | $1,324,164.00 |
DisclosureSEC source: 0001225208-17-007317 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,931.8259 F1 · price: This represents the weighted average price of shares at a range between 43.95 and 44.29. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 19:13 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-007317 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,931.8259 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 |
| March 02, 2017 Filed Mar 6, 2017 21:54 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 171,232 | $45.52 | $7,794,480.64 |
DisclosureSEC source: 0001225208-17-005619 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,232 Underlying: Common Stock · 171,232 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 |
| March 01, 2017 Filed Mar 3, 2017 20:07 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-005495 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,400 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 |
| March 01, 2017 Filed Mar 3, 2017 20:07 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 24,555 | $45.33 | $1,112,994.66 |
DisclosureSEC source: 0001225208-17-005495 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,931.8259 F1 · price: This represents the weighted average price of shares at a range between 45.10 and 45.48. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 20:07 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-005495 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,486.8259 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 |
| February 21, 2017 Filed Feb 23, 2017 23:15 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 43,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004412 · doc4.xml · derivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,989 Underlying: Common Stock · 43,989 shares Expires not disclosed F1 · security: LTIP Restricted Stock Unit Grant. Phantom stock represents the share equivalent of amount deferred under the Equity Deferral Plan upon vesting. F2 · derivative.exercise_price: Phantom stock converts into common stock on a one-for-one basis upon vesting on January 1st of the 3rd year following the grant. F3 · derivative.exercise_date: Date shown is vesting date of LTIP Restricted Stock Unit. F4 · derivative.expiration_date: Phantom stock does not have a corresponding expiration date. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-002235 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,400 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 |
| February 01, 2017 Filed Feb 2, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 24,108 | $43.79 | $1,055,650.75 |
DisclosureSEC source: 0001225208-17-002235 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706,486.8259 F1 · price: This represents the weighted average price of shares at a range between 43.3850 and 43.99. 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 |
| February 01, 2017 Filed Feb 2, 2017 20:44 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-002235 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,594.8259 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 |
| January 03, 2017 Filed Jan 5, 2017 21:50 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-17-000745 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,400 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 |
| January 03, 2017 Filed Jan 5, 2017 21:50 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 24,272 | $43.42 | $1,053,890.24 |
DisclosureSEC source: 0001225208-17-000745 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,845.9461 F1 · price: This represents the weighted average price of shares at a range between 43.28 and 43.61. 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, 2017 Filed Jan 5, 2017 21:50 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-17-000745 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,117.9461 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 |
| December 12, 2016 Filed Dec 14, 2016 21:28 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 54,000 | $42.93 | $2,318,295.60 |
DisclosureSEC source: 0001225208-16-043185 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,804.181 F1 · price: This represents the weighted average price of shares at a range between 42.79 and 43.03. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-16-042715 · doc4.xml · derivative · entry 4 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,400 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 |
| December 01, 2016 Filed Dec 5, 2016 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 26,053 | $41.13 | $1,071,489.55 |
DisclosureSEC source: 0001225208-16-042715 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,804.181 F1 · price: This represents the weighted average price of shares at a range between 40.8933 and 41.3650. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-16-042715 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,857.181 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 04, 2016 Filed Dec 5, 2016 22:08 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GiftCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042715 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,857.181 Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-16-041121 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,400 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 |
| November 01, 2016 Filed Nov 3, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 25,895 | $41.74 | $1,080,875.43 |
DisclosureSEC source: 0001225208-16-041121 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,287.181 F1 · price: This represents the weighted average price of shares at a range between 41.5134 and 41.9400. 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 |
| November 01, 2016 Filed Nov 3, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-16-041121 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,182.181 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 03, 2016 Filed Oct 5, 2016 19:55 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-16-040182 · doc4.xml · derivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,400 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 |
| October 03, 2016 Filed Oct 5, 2016 19:55 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 25,993 | $41.36 | $1,075,119.87 |
DisclosureSEC source: 0001225208-16-040182 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,352.626 F1 · price: This represents the weighted average price of shares at a range between 41.0100 and 41.7000. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 19:55 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-16-040182 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,345.626 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 |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $30.03 | $0.00 |
DisclosureSEC source: 0001225208-16-038845 · doc4.xml · derivative · entry 5 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,400 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 |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Option · Derivative | 13,000 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001225208-16-038845 · 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 · 13,000 shares Expires 2017-03-20 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 |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 38,187 | $42.58 | $1,625,899.36 |
DisclosureSEC source: 0001225208-16-038845 · doc4.xml · nonDerivative · entry 3 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,345.626 F1 · price: This represents the weighted average price of shares at a range between 42.4700 and 42.8100. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 13,000 | $39.17 | $509,145.00 |
DisclosureSEC source: 0001225208-16-038845 · doc4.xml · nonDerivative · entry 2 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735,532.626 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 |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 30,000 | $30.03 | $900,900.00 |
DisclosureSEC source: 0001225208-16-038845 · doc4.xml · nonDerivative · entry 1 IZZO RALPH · CIK 0001257451 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,532.626 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.