Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director | May 08, 2026 | May 11, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Director | February 20, 2026 | February 23, 2026 |
| DOMINION ENERGY, INCD · Entity 3007 | EVP, COO & Pres. Cont. Energy | February 26, 2024 | February 27, 2024 |
| Dominion Energy Midstream Partners, LPDM · Entity 160776 | Director · EVP,Pres&CEO GasInfrastructure | December 12, 2018 | December 14, 2018 |
| MARKEL GROUP INC.MKL · Entity 3229 | Director | June 15, 2026 | June 17, 2026 |
| nVent Electric plcNVT · Entity 3202 | Director | July 17, 2026 | July 20, 2026 |
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.
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 | 5,180 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 2,411 · Balance 5,180 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. |
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.
CONSUMERS ENERGY CO
Report date February 20, 2026 · Filed February 23, 2026
| 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 2026-02-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
DOMINION ENERGY, INC
Report date February 26, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,672.4554 |
Reported balance
After 2024-02-26 transaction · row 1
1 source rowRow 1 · 2024-02-26 · Grant · Acquired 12,887 · Balance 94,672.4554 F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 9,000 |
Reported balance
Holding disclosure · report date 2024-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Employee Savings Plan | 3,473.5406 |
Reported balance
Holding disclosure · report date 2024-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,473.5406 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3.
Dominion Energy Midstream Partners, LP
Report date December 12, 2018 · Filed December 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-12 transaction · row 1
1 source rowRow 1 · 2018-12-12 · Sale · Disposed 2,500 · Balance 0 |
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2018-12-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-12-12 · Sale · Disposed 2,500 · Balance 0 |
MARKEL GROUP INC.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,345.0211 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Other · Acquired 65.9218 · Balance 2,345.0211 F1: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 550 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 550 F2: Beneficial ownership of securities is expressly disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan.
F2: Beneficial ownership of securities is expressly disclaimed.
nVent Electric plc
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 3,539 |
Reported balance
After 2026-07-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-17 · Tax withholding · Disposed 222 · Balance 3,539 F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
| Ordinary Shares - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 976 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 976 F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay taxes applicable to vesting of restricted stock units.
F2: End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
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 |
|---|---|---|---|---|---|---|
| July 17, 2026 Filed Jul 20, 2026 21:02 UTC | nVent Electric plc NVT · Entity 3202 | Tax withholdingOrdinary Shares | 222 | $154.92 | $34,392.24 |
DisclosureSEC source: 0000897069-26-001525 · form4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,539 F1 · kind: Shares surrendered to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: End-of-period holdings reflect the vesting of restricted stock units that were previously reported. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 65.9218 | $1,668.65 | $110,000.41 |
DisclosureSEC source: 0001595985-26-000018 · wk-form4_1781728479.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,345.0211 F1 · kind: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001595985-26-000016 · wk-form4_1779481938.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,279.0993 F1 · kind: Restricted stock granted pursuant to the MKL 2024 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, May 20, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:37 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001175 · form4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,736.491 F1 · kind: Restricted stock units granted pursuant to and subject to a vesting condition of the nVent Electric plc 2018 Omnibus Incentive Plan. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. F2 · balance_after: End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a). Read SEC document |
| May 08, 2026 Filed May 11, 2026 22:30 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001595985-26-000014 · wk-form4_1778538618.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,180 F1 · shares: 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. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 50 | $1,789.19 | $89,459.50 |
DisclosureSEC source: 0001595985-26-000012 · wk-form4_1778272295.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 550 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 100 | $1,792.61 | $179,261.00 |
DisclosureSEC source: 0001595985-26-000012 · wk-form4_1778272295.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,190.0993 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 16:30 UTC | CMS ENERGY CORP CMS · Entity 3244 | PurchaseCommon Stock | 2,000 | $76.70 | $153,398.00 |
DisclosureSEC source: 0001595985-26-000010 · wk-form4_1772209806.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,769 Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 21:43 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001595985-26-000008 · wk-form4_1771883032.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 769 F1 · balance_after: Grant pursuant to CMS Energy Corporation's Performance Incentive Stock Plan, and subject to vest at the next annual meeting date. Read SEC document |
| August 13, 2025 Filed Jan 16, 2026 22:49 UTC | nVent Electric plc NVT · Entity 3202 | PurchaseOrdinary Shares | 100 | $90.07 | $9,007.00 |
DisclosureSEC source: 0000897069-26-000145 · form4.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| August 13, 2025 Filed Jan 16, 2026 22:49 UTC | nVent Electric plc NVT · Entity 3202 | PurchaseOrdinary Shares | 1,900 | $89.84 | $170,696.00 |
DisclosureSEC source: 0000897069-26-000145 · form4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 20:55 UTC | nVent Electric plc NVT · Entity 3202 | GrantOrdinary Shares - Restricted Stock Units | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001178 · form4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,748 F1 · kind: Restricted stock units granted pursuant to the nVent Electric plc 2018 Omnibus Incentive Plan. The restricted stock units vest 100% on the first anniversary of July 17, 2025. Each restricted stock unit represents a right to receive one nVent Electric plc share upon vesting. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:45 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 63.368 | $1,735.89 | $109,999.88 |
DisclosureSEC source: 0001096343-25-000109 · wk-form4_1750193135.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,090.0993 F1 · kind: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-25-000080 · wk-form4_1748032718.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,026.7313 F1 · kind: Restricted stock granted pursuant to the MKL 2024 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, May 21, 2026. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 20:48 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 79.1559 | $1,389.66 | $109,999.79 |
DisclosureSEC source: 0001096343-24-000087 · wk-form4_1718657324.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,938.7313 F1 · kind: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000071 · wk-form4_1716496967.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,859.5754 F1 · kind: Restricted stock granted pursuant to the MKL 2016 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, May 22, 2025. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 23:15 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 12,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003140 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP, COO & Pres. Cont. Energy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,672.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:34 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 6,341 | $46.68 | $295,997.88 |
DisclosureSEC source: 0001225208-24-001557 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP, COO & Pres. Cont. Energy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,785.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:43 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 5,077 | $45.51 | $231,054.27 |
DisclosureSEC source: 0001225208-23-010609 · doc4.xml · nonDerivative · entry 4 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,126.4554 F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 23, 2022. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:43 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 700 | $45.52 | $31,864.70 |
DisclosureSEC source: 0001225208-23-010609 · doc4.xml · nonDerivative · entry 3 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,203.4554 F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 23, 2022. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:43 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 273 | $45.53 | $12,429.69 |
DisclosureSEC source: 0001225208-23-010609 · doc4.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,903.4554 F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 23, 2022. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:43 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 200 | $45.52 | $9,104.00 |
DisclosureSEC source: 0001225208-23-010609 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,176.4554 F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 23, 2022. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:36 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,739 | $44.67 | $256,361.13 |
DisclosureSEC source: 0001225208-23-009258 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,376.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 91.3142 | $1,204.63 | $109,999.82 |
DisclosureSEC source: 0001096343-23-000150 · wk-form4_1686948228.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,759.5754 F1 · kind: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| June 01, 2023 Filed Jun 1, 2023 22:24 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 6,250 | $49.16 | $307,250.63 |
DisclosureSEC source: 0001225208-23-006441 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,115.4554 F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 23, 2022. Read SEC document |
| May 17, 2023 Filed May 18, 2023 20:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000113 · wk-form4_1684442325.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,668.2612 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, May 17, 2024. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 137 | $1,339.16 | $183,465.33 |
DisclosureSEC source: 0001096343-23-000037 · wf-form4_167666992855800.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546.2612 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 13 | $1,337.25 | $17,384.19 |
DisclosureSEC source: 0001096343-23-000037 · wf-form4_167666992855800.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,409.2612 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 22:29 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 13,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001788 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,365.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:24 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,230 | $63.10 | $330,013.00 |
DisclosureSEC source: 0001225208-23-001255 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Exec. Vice President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,928.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 6,250 | $60.41 | $377,562.50 |
DisclosureSEC source: 0001225208-22-012169 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,158.4554 F1 · shares: Shares were sold pursuant to a duly adopted Rule 10b5-1 trading plan. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:35 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,739 | $69.11 | $396,622.29 |
DisclosureSEC source: 0001225208-22-010710 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,408.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:33 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 6,250 | $83.89 | $524,303.13 |
DisclosureSEC source: 0001225208-22-007703 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,147.4554 F1 · shares: Shares were sold pursuant to a duly adopted Rule 10b5-1 trading plan. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:45 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 92.2119 | $1,192.91 | $110,000.04 |
DisclosureSEC source: 0001096343-22-000104 · wf-form4_165273387742979.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396.2612 F1 · kind: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| May 11, 2022 Filed May 13, 2022 22:07 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000089 · wf-form4_165247963491930.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,304.0493 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2023. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:25 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 10,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002569 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,397.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,362 | $80.03 | $429,120.86 |
DisclosureSEC source: 0001225208-22-001399 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,162.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:19 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,739 | $72.29 | $414,872.31 |
DisclosureSEC source: 0001225208-21-012906 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,524.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:02 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 85.5865 | $1,109.99 | $95,000.16 |
DisclosureSEC source: 0001096343-21-000110 · wf-form4_162128528842323.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,175.0493 F1 · kind: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:22 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000094 · wf-form4_162085452265560.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089.4628 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 10, 2022. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:23 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 14,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002986 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,263.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 21:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 3,983 | $72.68 | $289,484.44 |
DisclosureSEC source: 0001225208-21-001431 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,204.4554 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:14 UTC | DOMINION ENERGY, INC D · Entity 3007 | GiftCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013314 · doc4.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 9,000 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:14 UTC | DOMINION ENERGY, INC D · Entity 3007 | SaleCommon Stock | 2,952 | $85.17 | $251,421.84 |
DisclosureSEC source: 0001225208-20-013314 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,361 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:37 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 38,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-012227 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,187.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 10.9073 | $972.98 | $10,612.58 |
DisclosureSEC source: 0001096343-20-000098 · wf-form4_159225342593915.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986.4628 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 109.0737 | $870.97 | $94,999.92 |
DisclosureSEC source: 0001096343-20-000076 · wf-form4_158931822419980.xml · nonDerivative · entry 2 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975.5555 F2 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000076 · wf-form4_158931822419980.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866.4818 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2021. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 20:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 9.1972 | $1,153.38 | $10,607.87 |
DisclosureSEC source: 0001096343-20-000043 · wf-form4_158439112014911.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720.4818 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 11:03 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 11,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002468 · doc4.xml · nonDerivative · entry 1 Leopold Diane · CIK 0001595985 · EVP & Co-COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,014.4554 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. 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.