Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | Director | October 01, 2026 | October 02, 2026 |
| CENTERPOINT ENERGY INCCNP · Entity 3178 | Senior Advisor | April 22, 2020 | April 24, 2020 |
| Enable Midstream Partners, LPENBL · Entity 132825 | Director | April 29, 2019 | May 01, 2019 |
| GEORGIA POWER COGPEPRA · Entity 8788 | EVP, CFO and Treasurer | October 01, 2017 | October 04, 2017 |
| WEC ENERGY GROUP, INC.WEC · Entity 758 | EVP and CFO | January 02, 2026 | January 06, 2026 |
| WISCONSIN ELECTRIC POWER COWELPP.OB · Entity 766 | Director · EVP and CFO | June 01, 2020 | June 03, 2020 |
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.
BADGER METER INC
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,806.557 |
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 153.8 · Balance 4,806.557 F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash upon the reporting person's termination of service as a director. F2: The phantom stock units were accrued in Ms. Liu's Badger Meter, Inc. Director Deferred Compensation Plan account as payment for her 2026 Quarter 4 retainer paid to non-employee directors in the amount of $19,000. The phantom stock units were computed at $123.54, the 9/30/26 closing price of the Company's common stock as required by the plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash upon the reporting person's termination of service as a director.
F2: The phantom stock units were accrued in Ms. Liu's Badger Meter, Inc. Director Deferred Compensation Plan account as payment for her 2026 Quarter 4 retainer paid to non-employee directors in the amount of $19,000. The phantom stock units were computed at $123.54, the 9/30/26 closing price of the Company's common stock as required by the plan.
CENTERPOINT ENERGY INC
Report date April 22, 2020 · Filed April 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,835 |
Reported balance
After 2020-04-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-22 · Tax withholding · Acquired 3,044 · Balance 47,835 F1: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs"). F2: Total includes 12,500 time-based RSUs previously awarded under Issuer's Long-term Incentive Plan (the "Plan") and vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes (i)10,045 time-based RSUs previously awarded under the Plan and vesting in February 2022 and (ii) 15,834 time-based RSUs previously awarded under the Plan and vesting in February 2023. The above awards shall vest if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of her earlier disability or death; or (c) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").
F2: Total includes 12,500 time-based RSUs previously awarded under Issuer's Long-term Incentive Plan (the "Plan") and vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes (i)10,045 time-based RSUs previously awarded under the Plan and vesting in February 2022 and (ii) 15,834 time-based RSUs previously awarded under the Plan and vesting in February 2023. The above awards shall vest if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of her earlier disability or death; or (c) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting.
Enable Midstream Partners, LP
Report date April 29, 2019 · Filed May 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-04-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
GEORGIA POWER CO
Report date October 01, 2017 · Filed October 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Georgia Power Company Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WEC ENERGY GROUP, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,548 |
Ending reported balance
After 2026-01-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-01-02 · Grant · Acquired 4,365 · Balance 24,952 Row 2 · 2026-01-02 · Tax withholding · Disposed 1,086 · Balance 23,866 Row 3 · 2026-01-05 · Tax withholding · Disposed 318 · Balance 23,548 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.09 · Expires 2036-01-02 | Direct | 20,955 |
Reported balance
After 2026-01-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-02 · Grant · Acquired 20,955 · Balance 20,955 F1: Options vest 100% on the date indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest 100% on the date indicated.
WISCONSIN ELECTRIC POWER CO
Report date June 01, 2020 · Filed June 03, 2020
This filing explicitly reported no securities owned.
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, 2022 Filed Mar 2, 2022 23:08 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 8,378.1462 | $90.88 | $761,405.93 |
DisclosureSEC source: 0000107815-22-000124 · wf-form4_164626245501091.xml · derivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,915.1936 Underlying: Common Stock · 8,378.1462 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 23:42 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 328 | $96.28 | $31,579.84 |
DisclosureSEC source: 0000107815-22-000073 · wf-form4_164151251188332.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,014 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 29,331 | $0.00 Strike: $96.04 | $0.00 |
DisclosureSEC source: 0000107815-22-000046 · wf-form4_164142832852007.xml · derivative · entry 2 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,331 Underlying: Common Stock · 29,331 shares Expires 2032-01-03 F1 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,781 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000046 · wf-form4_164142832852007.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,342 Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:53 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,871.225 | $89.72 | $167,886.31 |
DisclosureSEC source: 0000107815-21-000274 · wf-form4_163640836718617.xml · derivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509.9262 Underlying: Common Stock · 1,871.225 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| May 25, 2021 Filed May 27, 2021 20:44 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,280.6115 | $94.21 | $120,646.41 |
DisclosureSEC source: 0000107815-21-000172 · wf-form4_162214813545263.xml · derivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624.6981 Underlying: Common Stock · 1,280.6115 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 88.505 | $84.48 | $7,476.90 |
DisclosureSEC source: 0000107815-21-000094 · wf-form4_161532643822917.xml · derivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88.505 Underlying: Common Stock · 88.505 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:53 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | PurchaseCommon Stock | 1,000 | $81.50 | $81,500.00 |
DisclosureSEC source: 0000107815-21-000089 · wf-form4_161497762032204.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,561 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:48 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 341.2937 | $85.17 | $29,067.98 |
DisclosureSEC source: 0000107815-21-000071 · wf-form4_161299726521268.xml · derivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341.2937 Underlying: Common Stock · 341.2937 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 37,830 | $0.00 Strike: $91.06 | $0.00 |
DisclosureSEC source: 0000107815-21-000028 · wf-form4_160998428423663.xml · derivative · entry 2 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,830 Underlying: Common Stock · 37,830 shares Expires 2031-01-04 F1 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-21-000028 · wf-form4_160998428423663.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,561 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 36,705 | $0.00 Strike: $92.32 | $0.00 |
DisclosureSEC source: 0000107815-20-000209 · wf-form4_159121057087459.xml · derivative · entry 2 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,705 Underlying: Common Stock · 36,705 shares Expires 2030-06-01 F1 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 6,927 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000209 · wf-form4_159121057087459.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,927 Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 21:07 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 3,044 | $16.19 | $49,282.36 |
DisclosureSEC source: 0001209191-20-025631 · doc4.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · Senior Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,835 F1 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs"). F2 · balance_after: Total includes 12,500 time-based RSUs previously awarded under Issuer's Long-term Incentive Plan (the "Plan") and vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes (i)10,045 time-based RSUs previously awarded under the Plan and vesting in February 2022 and (ii) 15,834 time-based RSUs previously awarded under the Plan and vesting in February 2023. The above awards shall vest if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of her earlier disability or death; or (c) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:04 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 15,834 | $26.43 | $418,492.62 |
DisclosureSEC source: 0001209191-20-011617 · doc4.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,879 F1 · shares: Time-based restricted stock units vesting (i) in February 2023 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (ii) in the event of her earlier disability or death; or (iii) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting. F2 · balance_after: Reflects the award of restricted stock units ("RSUs") under the Issuer's Long-Term Incentive Plan (the "Plan"). Includes (i) 12,500 time-based RSUs vesting on the first anniversary of the grant date and (ii) 12,500 time-based RSUs vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes 10,045 time-based RSUs vesting (a) in February 2022 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of her earlier disability or death; or (c) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting. Read SEC document |
| April 22, 2019 Filed Apr 23, 2019 21:15 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 35,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-025601 · doc4.xml · nonDerivative · entry 1 Liu Xia · CIK 0001644492 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,045 F1 · shares: Reflects the award of restricted stock units ("RSUs") under the Issuer's Long-Term Incentive Plan (the "Plan"). Includes (i) 12,500 time-based RSUs vesting on the first anniversary of the grant date and (ii) 12,500 time-based RSUs vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes 10,045 time-based RSUs vesting (a) in February 2022 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of her earlier disability or death; or (c) on a pro-rata basis upon her earlier retirement unless she satisfies various conditions for full vesting. 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.