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 |
| KBR, INC.KBR · Entity 3955 | Director | May 14, 2026 | May 16, 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.
AMERICAN ELECTRIC POWER CO INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,763 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 0 · Balance 8,763 F2: Was AEP Stock Price at the time of the transaction. F1: 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: 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: Was AEP Stock Price at the time of the transaction.
KBR, INC.
Report date May 14, 2026 · Filed May 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,358 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Purchase · Acquired 3,000 · Balance 10,358 |
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 20:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $118.64 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064428 · wk-form4_1790956960.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,763 Underlying: Common Stock · 379 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 18:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $136.81 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-046428 · wk-form4_1782928834.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,320 Underlying: Common Stock · 310 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 |
| May 14, 2026 Filed May 16, 2026 00:08 UTC | KBR, INC. KBR · Entity 3955 | PurchaseCommon Stock | 3,000 | $30.77 | $92,310.00 |
DisclosureSEC source: 0001357615-26-000149 · wk-form4_1778890135.xml · nonDerivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,358 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:28 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $131.08 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023033 · wk-form4_1775154523.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,951 Underlying: Common Stock · 324 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 02, 2026 Filed Mar 5, 2026 01:42 UTC | KBR, INC. KBR · Entity 3955 | GrantCommon Stock | 4,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001357615-26-000117 · wk-form4_1772674960.xml · nonDerivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,358 F1 · shares: Restricted stock units will convert to common stock on a 1-to-1 ratio. 100% of the restricted stock units will vest 6 months after the grant date. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 19:05 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $115.31 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000327 · wk-form4_1767639943.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,572 Underlying: Common Stock · 368 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 15:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 377 | $112.50 Strike: $0.00 | $42,412.50 |
DisclosureSEC source: 0001628280-25-043571 · wk-form4_1759420538.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,144 Underlying: Common Stock · 377 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 15:03 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: 0000004904-25-000105 · wk-form4_1751468606.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,709.07 Underlying: Common Stock · 409.59 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 |
| May 19, 2025 Filed May 21, 2025 01:42 UTC | KBR, INC. KBR · Entity 3955 | GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009924 · form4.xml · nonDerivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,146 F1 · shares: Restricted stock units will convert to common stock on a 1-to-1 ratio. 100% of the restricted stock units will vest 6 months after the grant date. Read SEC document |
| May 14, 2025 Filed May 15, 2025 23:02 UTC | KBR, INC. KBR · Entity 3955 | GrantCommon Stock | 3,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009587 · form4.xml · nonDerivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,055 F1 · shares: Restricted stock units will convert to common stock on a 1-to-1 ratio. 100% of the restricted stock units will vest 6 months after the grant date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 388.94 | $109.27 Strike: $0.00 | $42,499.47 |
DisclosureSEC source: 0002052433-25-000018 · wk-form4_1743620295.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,242.48 Underlying: Common Stock · 6,242.48 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 21:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 460.8 | $92.23 Strike: $0.00 | $42,499.58 |
DisclosureSEC source: 0001398889-25-000017 · wk-form4_1735938156.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,803.25 Underlying: Common Stock · 460.8 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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, 2024 Filed Oct 2, 2024 15:07 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: 0001398889-24-000211 · wk-form4_1727881643.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,290.7 Underlying: Common Stock · 414.23 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 15:35 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: 0001398889-24-000173 · wk-form4_1719934528.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,835.26 Underlying: Common Stock · 4,792.44 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 19:31 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: 0001398889-24-000131 · wk-form4_1712086268.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,308.06 Underlying: Common Stock · 493.61 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · 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. F1 · 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 3, 2024 16:23 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 523.27 | $81.22 Strike: $0.00 | $42,499.99 |
DisclosureSEC source: 0001398889-24-000012 · wk-form4_1704298987.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,774.82 Underlying: Common Stock · 523.27 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2023 Filed Oct 3, 2023 18:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 565.009 | $75.22 Strike: $0.00 | $42,499.98 |
DisclosureSEC source: 0001398889-23-000144 · wk-form4_1696358408.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,216.02 Underlying: Common Stock · 565.009 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2023 Filed Jul 5, 2023 14:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 504.751 | $84.20 Strike: $0.00 | $42,500.03 |
DisclosureSEC source: 0001920310-23-000018 · wk-form4_1688565734.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,623 Underlying: Common Stock · 504.751 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2023 Filed Apr 4, 2023 18:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 467.084 | $90.99 Strike: $0.00 | $42,499.97 |
DisclosureSEC source: 0001398889-23-000102 · wf-form4_168063357302917.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097.45 Underlying: Common Stock · 467.084 shares Expires not disclosed F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2022 Filed Jan 4, 2023 20:21 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 429.173 | $94.95 Strike: $0.00 | $40,749.98 |
DisclosureSEC source: 0001398889-23-000022 · wf-form4_167286370098169.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,615.05 Underlying: Common Stock · 429.173 shares Expires not disclosed F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2022 Filed Oct 4, 2022 18:16 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 471.37 | $86.45 Strike: $0.00 | $40,749.94 |
DisclosureSEC source: 0001920310-22-000040 · wf-form4_166490731257182.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,175.77 Underlying: Common Stock · 471.37 shares Expires not disclosed F1 · derivative.exercise_date: Stock Units are paid to the director in cash 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. F1 · derivative.expiration_date: Stock Units are paid to the director in cash 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, 2022 Filed Jul 5, 2022 19:19 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 424.745 | $95.94 Strike: $0.00 | $40,750.04 |
DisclosureSEC source: 0001398889-22-000168 · wf-form4_165704874618237.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699.2 Underlying: Common Stock · 424.745 shares Expires not disclosed F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. 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 |
| March 31, 2022 Filed Apr 4, 2022 18:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 272.29 | $99.77 Strike: $0.00 | $27,166.37 |
DisclosureSEC source: 0001398889-22-000110 · wf-form4_164909710642278.xml · derivative · entry 1 Von Thaer Lewis · CIK 0001319553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272.29 Underlying: Common Stock · 272.29 shares Expires not disclosed F1 · shares: Acquisition pursuant to the AEP Stock Unit Accumulation Plan for Non-Employee Directors. 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 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 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.