Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | September 30, 2026 | October 02, 2026 |
| DOMINION ENERGY, INCD · Entity 3007 | SVP, CNO, Pres-Contract Assets | February 10, 2023 | February 13, 2023 |
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.
AMERICAN ELECTRIC POWER CO INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,645 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 0 · Balance 1,645 F1: The reporting director deferred the receipt of his $37,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting director may transfer amounts in the AEP Stock Fund into an alternative investment at any time. F2: Was AEP Stock Price at the time of the transaction. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,606 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 0 · Balance 5,606 F3: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting director deferred the receipt of his $37,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting director may transfer amounts in the AEP Stock Fund into an alternative investment at any time.
F2: Was AEP Stock Price at the time of the transaction.
F3: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter.
DOMINION ENERGY, INC
Report date February 10, 2023 · Filed February 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,582.199 |
Reported balance
After 2023-02-10 transaction · row 1
1 source rowRow 1 · 2023-02-10 · Grant · Acquired 10,078 · Balance 67,582.199 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 | 200 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 200 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Employee Savings Plan | 3,226.0436 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,226.0436 |
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.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 20:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $118.64 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064432 · wk-form4_1790957014.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,606 Underlying: Common Stock · 379 shares Expires not disclosed F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 20:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 0 | $118.64 | $0.00 |
DisclosureSEC source: 0001628280-26-064432 · wk-form4_1790957014.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,645 F1 · security: The reporting director deferred the receipt of his $37,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting director may transfer amounts in the AEP Stock Fund into an alternative investment at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $136.81 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-046426 · wk-form4_1782928779.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,186 Underlying: Common Stock · 310 shares Expires not disclosed F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 17:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 0 | $136.81 | $0.00 |
DisclosureSEC source: 0001628280-26-046426 · wk-form4_1782928779.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,631 F1 · security: The reporting director deferred the receipt of his $37,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting director may transfer amounts in the AEP Stock Fund into an alternative investment at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:20 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $131.08 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023018 · wk-form4_1775154046.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,840 Underlying: Common Stock · 324 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:20 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 0 | $131.08 | $0.00 |
DisclosureSEC source: 0001628280-26-023018 · wk-form4_1775154046.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,619 F1 · security: The reporting director deferred the receipt of his $37,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting director may transfer amounts in the AEP Stock Fund into an alternative investment at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 18:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 368 | $115.31 Strike: $0.00 | $42,434.08 |
DisclosureSEC source: 0001628280-26-000306 · wk-form4_1767638508.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,484 Underlying: Common Stock · 368 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 18:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 346 | $115.31 | $39,897.26 |
DisclosureSEC source: 0001628280-26-000306 · wk-form4_1767638508.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,609 F1 · security: The reporting owner deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 15:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 377 | $112.50 Strike: $0.00 | $42,412.50 |
DisclosureSEC source: 0001628280-25-043569 · wk-form4_1759420462.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,081 Underlying: Common Stock · 377 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 15:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 355 | $112.50 | $39,937.50 |
DisclosureSEC source: 0001628280-25-043569 · wk-form4_1759420462.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,596 F1 · security: The reporting owner deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 409.59 | $103.76 Strike: $0.00 | $42,499.06 |
DisclosureSEC source: 0000004904-25-000093 · wk-form4_1751467189.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,672.19 Underlying: Common Stock · 409.59 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 0 | $103.76 | $0.00 |
DisclosureSEC source: 0000004904-25-000093 · wk-form4_1751467189.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,583.51 F1 · security: The reporting owner previously deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $109.27 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002052433-25-000014 · wk-form4_1743620250.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,233.08 Underlying: Common Stock · 388.94 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 0 | $109.27 | $0.00 |
DisclosureSEC source: 0002052433-25-000014 · wk-form4_1743620250.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567.79 F1 · security: The reporting owner deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $92.23 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000022 · wk-form4_1735938213.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,819.7 Underlying: Common Stock · 460.8 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 433.69 | $92.23 | $39,999.23 |
DisclosureSEC source: 0001398889-25-000022 · wk-form4_1735938213.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,558.81 F1 · security: The reporting owner deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 15:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 389.86 | $102.60 | $39,999.64 |
DisclosureSEC source: 0001398889-24-000208 · wk-form4_1727881612.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,542.17 F1 · security: The reporting owner deferred receipt of his $40,000 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 15:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 414.23 | $102.60 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001398889-24-000208 · wk-form4_1727881612.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,336.05 Underlying: Common Stock · 414.23 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 484.38 | $87.74 Strike: $0.00 | $42,499.50 |
DisclosureSEC source: 0001398889-24-000166 · wk-form4_1719934454.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,905.57 Underlying: Common Stock · 484.38 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 436.89 | $87.74 | $38,332.73 |
DisclosureSEC source: 0001398889-24-000166 · wk-form4_1719934454.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,532.48 F1 · security: The reporting owner deferred receipt of his $38,333 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 19:28 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 493.61 | $86.10 Strike: $0.00 | $42,499.82 |
DisclosureSEC source: 0001398889-24-000121 · wk-form4_1712086130.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407.2 Underlying: Common Stock · 493.61 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F3 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F3 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 19:28 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 387.14 | $86.10 | $33,332.75 |
DisclosureSEC source: 0001398889-24-000121 · wk-form4_1712086130.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,085.17 F1 · security: The reporting owner deferred receipt of his $33,333 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at the time of the transaction. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 16:23 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 523.27 | $81.22 | $42,499.99 |
DisclosureSEC source: 0001398889-24-000016 · wk-form4_1704299029.xml · derivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904.1 Underlying: Common Stock · 523.27 shares Expires not disclosed F1 · derivative.exercise_price: Conversion or exercise price is $0.00. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 31, 2023 Filed Jan 23, 2024 18:39 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 523.27 | $81.22 Strike: $0.00 | $42,499.99 |
DisclosureSEC source: 0001398889-24-000026 · wk-form4a_1706035161.xml · derivative · entry 2 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904.1 Underlying: Common Stock · 523.27 shares Expires not disclosed F4 · shares: Acquisition pursuant to the AEP Stock Plan for Non-Employee Directors. F2 · price: Was AEP Stock Price at time of transaction. F5 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F5 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F6 · balance_after: Includes units of reinvested dividends acquired pursuant to the dividend feature of the Plan. Read SEC document |
| December 31, 2023 Filed Jan 23, 2024 18:39 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 400.01 | $81.22 | $32,488.81 |
DisclosureSEC source: 0001398889-24-000026 · wk-form4a_1706035161.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707.61 F1 · security: The reporting owner deferred receipt of his $32,500 quarterly cash retainer into the AEP Stock Fund under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. The reporting owner may transfer amounts in the AEP Stock Fund into an alternate investment plan at any time. F2 · price: Was AEP Stock Price at time of transaction. F3 · balance_after: Omitted on prior report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 18:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 376.67 | $75.22 | $28,333.12 |
DisclosureSEC source: 0001398889-23-000142 · wk-form4_1696358383.xml · derivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376.67 Underlying: Common Stock · 376.67 shares Expires not disclosed F1 · derivative.exercise_price: Conversion or exercise price is $0.00. F3 · price: Was AEP Stock Price at the time of the transaction. F2 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F2 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 22:30 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 10,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001790 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP, CNO, Pres-Contract Assets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,582.199 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 21:26 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 3,923 | $63.10 | $247,541.30 |
DisclosureSEC source: 0001225208-23-001257 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP, CNO, Pres-Contract Assets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,504.199 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 |
| February 15, 2022 Filed Feb 17, 2022 21:25 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 7,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002570 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP, CNO, Pres-Contract Assets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,427.199 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 | 2,822 | $80.03 | $225,844.66 |
DisclosureSEC source: 0001225208-22-001401 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP, CNO, Pres-Contract Assets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,751.199 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 |
| February 16, 2021 Filed Feb 18, 2021 21:23 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 10,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002989 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP, CNO, Pres-Contract Assets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,573.199 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 | 2,066 | $72.68 | $150,156.88 |
DisclosureSEC source: 0001225208-21-001434 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP and Chief Nuclear Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,028.199 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 |
| February 13, 2020 Filed Feb 18, 2020 11:03 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 8,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002472 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP and Chief Nuclear Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,094.199 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, 2020 Filed Feb 4, 2020 22:11 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 2,045 | $85.75 | $175,358.75 |
DisclosureSEC source: 0001225208-20-001587 · doc4.xml · nonDerivative · entry 1 Stoddard Daniel G. · CIK 0001795516 · SVP and Chief Nuclear Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,397.199 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.