Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMEREN CORPAEE · Entity 3150 | Chmn & President of Subsidiary | March 31, 2022 | April 04, 2022 |
| SEMPRASRE · Entity 3017 | Director | October 01, 2026 | October 02, 2026 |
| TENET HEALTHCARE CORPTHC · Entity 2563 | Director | September 10, 2026 | September 15, 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.
AMEREN CORP
Report date March 31, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 144,165 |
Reported balance
After 2022-03-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-03-31 · Sale · Disposed 6,000 · Balance 144,165 F2: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3: Amount includes 75 accrued dividend equivalents acquired during the first quarter of 2022 pursuant to a dividend reinvestment feature of restricted stock units granted under the issuer's 2014 Omnibus Incentive Compensation Plan. |
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | IndirectBy 401(K) | 14,077 |
Reported balance
Holding disclosure · report date 2022-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 14,077 F1: Represents the estimated number of share equivalents held by the reporting person in the unitized stock fund included in the Ameren Corporation Savings Investment Plan as of March 31, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the estimated number of share equivalents held by the reporting person in the unitized stock fund included in the Ameren Corporation Savings Investment Plan as of March 31, 2022.
F2: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F3: Amount includes 75 accrued dividend equivalents acquired during the first quarter of 2022 pursuant to a dividend reinvestment feature of restricted stock units granted under the issuer's 2014 Omnibus Incentive Compensation Plan.
SEMPRA
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 2,179.13 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 160.15 · Balance 2,179.13 F1: Phantom shares of Sempra Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
TENET HEALTHCARE CORP
Report date September 10, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,121 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 10,000 · Balance 25,121 F1: The price is the weighted average sales price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $263.15 to $264.03. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price is the weighted average sales price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $263.15 to $264.03. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| February 28, 2020 Filed Mar 3, 2020 21:17 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 10,558 | $79.00 | $834,082.00 |
DisclosureSEC source: 0001002910-20-000091 · wf-form4_158327021902183.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,138 F2 · shares: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. F3 · balance_after: Amount includes 54 shares acquired during 2019 through reinvested dividends, as well as 7 shares acquired in February 2020 through monthly payroll deductions. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:27 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 27,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-20-000069 · wf-form4_158206120998423.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,634 F2 · shares: Shares acquired upon vesting of previously granted performance share units. F3 · balance_after: Amount includes 11 shares acquired in 2020 through monthly payroll deductions. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:03 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 3,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-20-000021 · wf-form4_157809259529118.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,515 F2 · shares: These restricted stock units were granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan") and are scheduled to vest upon the payment date in 2023, which shall be no later than March 15, 2023, subject to the terms of the Plan and the applicable award agreement issued thereunder. F3 · balance_after: Amount includes 2,694 shares acquired during 2019 through monthly payroll deductions and reinvested dividends, as well as 1,189 accrued dividend equivalents acquired during 2018 and 2019 pursuant to a dividend reinvestment feature of restricted stock units granted under the issuer's 2014 Omnibus Incentive Compensation Plan. Read SEC document |
| May 03, 2019 Filed May 7, 2019 22:07 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | GrantCommon Stock | 10,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028069 · doc4.xml · nonDerivative · entry 1 MARK RICHARD J · CIK 0001190100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,686 F1 · security: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). F1 · shares: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:25 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 17,374 | $71.24 | $1,237,723.76 |
DisclosureSEC source: 0001002910-19-000122 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,869 F2 · shares: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. F3 · balance_after: Amount includes a total of four shares acquired through monthly payroll deductions and reinvested dividends in February 2019 at prices ranging from $67.90 to $72.36 per share. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 23:01 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 42,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-19-000084 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,239 F2 · shares: Shares acquired upon vesting of previously granted perfomance share units. F3 · balance_after: Amount includes a total of 1,800 shares acquired through monthly payroll deductions and reinvested dividends from March 2018 through January 2019 at prices ranging from $54.38 to $70.19 per share. Read SEC document |
| January 01, 2019 Filed Jan 4, 2019 00:30 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 4,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-19-000024 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,891 F2 · shares: These restricted stock units were granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan") and are scheduled to vest upon the payment date in 2022, which shall be no later than March 15, 2022, subject to the terms of the Plan and the applicable award agreement issued thereunder. F3 · balance_after: Amount includes a total of 1,792 shares acquired through monthly payroll deductions and reinvested dividends from March through December 2018 at prices ranging from $54.38 to $70.19 per share. Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:57 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | GrantCommon Stock | 7,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028624 · doc4.xml · nonDerivative · entry 1 MARK RICHARD J · CIK 0001190100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,869 F1 · security: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). F1 · shares: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:39 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 14,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-18-000092 · edgar.xml · nonDerivative · entry 3 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,857 F3 · shares: Represents restricted stock units granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan"), which are scheduled to vest on February 28, 2021, subject to the terms of the Plan and the applicable award agreement issued thereunder. F4 · balance_after: Amount includes a total of 11 shares acquired through monthly payroll deductions in January and February 2018 at prices ranging from $54.76 to $56.40 per share. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:39 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 12,288 | $54.30 | $667,238.40 |
DisclosureSEC source: 0001002910-18-000092 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,398 F2 · shares: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:31 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 31,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-18-000060 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,686 F2 · shares: Shares acquired upon vesting of previously granted perfomance share units. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 00:59 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 4,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-18-000018 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,289 F2 · shares: These restricted stock units were granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan") and are scheduled to vest upon the payment date in 2021, which shall be no later than March 15, 2021, subject to the terms of the Plan and the applicable award agreement issued thereunder. F3 · balance_after: Amount includes a total of 105 shares acquired through monthly payroll deductions from March through December 2017 at prices ranging from $54.49 to $64.11 per share. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 22:36 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | GrantCommon Stock | 12,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063633 · doc4.xml · nonDerivative · entry 1 MARK RICHARD J · CIK 0001190100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,430 F1 · security: Represents restricted stock units granted to new non-employee director upon appointment to Board of Directors pursuant to the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date. 4,610 restricted stock units will be settled in shares of common stock upon termination of service from the Board and 7,820 will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). F1 · shares: Represents restricted stock units granted to new non-employee director upon appointment to Board of Directors pursuant to the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date. 4,610 restricted stock units will be settled in shares of common stock upon termination of service from the Board and 7,820 will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 20:58 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 7,110 | $54.69 | $388,845.90 |
DisclosureSEC source: 0001002910-17-000073 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,860 F2 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. F3 · balance_after: Amount includes a total of 28 shares acquired through monthly payroll deductions and reinvested dividends during the first quarter of 2017 at prices ranging from $52.19 to $54.59 per share. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:15 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 19,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-17-000045 · edgar.xml · nonDerivative · entry 2 MARK RICHARD J · CIK 0001190100 · Chmn & President of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,942 F2 · shares: Shares acquired upon vesting of previously granted performance share units. F3 · balance_after: Amount includes a total of 143 shares acquired through monthly payroll deductions and reinvested dividends during the first through fourth quarters of 2016 at prices ranging from $49.45 to $52.89 per share. 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.