Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIFTH THIRD BANCORPFITB · Entity 3034 | EVP & Chief HR Officer | October 01, 2026 | October 03, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | September 28, 2026 | September 30, 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.
FIFTH THIRD BANCORP
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,349.392 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 175,349.392 F1: Includes restricted stock units subject to vesting granted pursuant to the Fifth Third Bancorp Incentive Compensation Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.04 · Expires 2028-01-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.96 · Expires 2029-01-22 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.61 · Expires 2032-01-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.13 · Expires 2033-01-24 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: 1,824 shares of this Stock Option remain subject to vesting in January 2027. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.92 · Expires 2034-01-23 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F3: 2,239 shares of this Stock Option remain subject to vesting in January 2027. 2,241 shares of this Stock Option remain subject to vesting in January 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units subject to vesting granted pursuant to the Fifth Third Bancorp Incentive Compensation Plan.
F2: 1,824 shares of this Stock Option remain subject to vesting in January 2027.
F3: 2,239 shares of this Stock Option remain subject to vesting in January 2027. 2,241 shares of this Stock Option remain subject to vesting in January 2028.
XCEL ENERGY INC
Report date September 28, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,703.358 |
Reported balance
After 2026-09-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-28 · Grant · Acquired 687.679 · Balance 24,703.358 F1: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of the reporting person's service as director and fractional units are payable at such time in cash. F2: Of the 687.679 stock equivalent units, 573.066 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 114.613 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 175.063 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of the reporting person's service as director and fractional units are payable at such time in cash.
F2: Of the 687.679 stock equivalent units, 573.066 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 114.613 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 175.063 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COMERICA INC
Report date February 01, 2026 · Filed February 03, 2026
Section 16 reporting ended · disclosed 2026-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-01 · Disposition to issuer · Disposed 83,853 · Balance 0 F1: As previously disclosed in a Current Report on Form 8-K filed with the SEC on February 2, 2026, at 12:01 a.m. ET on February 1, 2026 (the "Effective Time"), the issuer completed its previously announced merger with Fifth Third Bancorp ("Fifth Third"), and each share of the issuer's common stock, $5.00 par value per share, was converted into 1.8663 shares of Fifth Third common stock, no par value ("Fifth Third Common Stock"). All transactions reflected herein are dispositions in connection with the merger. The closing price of Fifth Third Common Stock on the Nasdaq Stock Market LLC on the last trading day prior to the Effective Time was $50.22 per share. F2: At the Effective Time, all equity awards held by the reporting person were converted to (i) an equivalent Fifth Third equity award or (ii) Fifth Third Common Stock, in accordance with the terms set forth in the merger agreement, which was previously filed as Exhibit 2.1 to the Current Report on Form 8-K filed with the SEC on October 9, 2025 (the "Merger Agreement"). F3: As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of the issuer's common stock. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-01 · Disposition to issuer · Disposed 4,800 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-01 · Disposition to issuer · Disposed 3,905 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-01 · Disposition to issuer · Disposed 2,410 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-01 · Disposition to issuer · Disposed 3,770 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-01 · Disposition to issuer · Disposed 4,145 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-01 · Disposition to issuer · Disposed 2,265 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-01 · Disposition to issuer · Disposed 1,615 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-01 · Disposition to issuer · Disposed 2,050 · Balance 0 F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e). |
Filing footnotes · ownership attribution and instrument terms
F1: As previously disclosed in a Current Report on Form 8-K filed with the SEC on February 2, 2026, at 12:01 a.m. ET on February 1, 2026 (the "Effective Time"), the issuer completed its previously announced merger with Fifth Third Bancorp ("Fifth Third"), and each share of the issuer's common stock, $5.00 par value per share, was converted into 1.8663 shares of Fifth Third common stock, no par value ("Fifth Third Common Stock"). All transactions reflected herein are dispositions in connection with the merger. The closing price of Fifth Third Common Stock on the Nasdaq Stock Market LLC on the last trading day prior to the Effective Time was $50.22 per share.
F2: At the Effective Time, all equity awards held by the reporting person were converted to (i) an equivalent Fifth Third equity award or (ii) Fifth Third Common Stock, in accordance with the terms set forth in the merger agreement, which was previously filed as Exhibit 2.1 to the Current Report on Form 8-K filed with the SEC on October 9, 2025 (the "Merger Agreement").
F3: As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of the issuer's common stock.
F4: At the Effective Time, each outstanding and unexercised stock option converted into a corresponding option with respect to Fifth Third Common Stock in accordance with the terms set forth in the Merger Agreement. All transactions are exempt from Section 16(b) pursuant to Rule 16b-3(e).
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 |
|---|---|---|---|---|---|---|
| January 24, 2020 Filed Jan 28, 2020 16:22 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 201 | $64.73 | $13,010.73 |
DisclosureSEC source: 0000028412-20-000009 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,668 F1 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of January 24, 2020. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 4 | $87.58 | $350.31 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 14 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,863 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 10 | $87.57 | $875.74 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 13 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,867 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.30 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 12 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,877 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.30 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 11 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,977 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.30 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 10 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,077 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.20 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 9 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,177 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.20 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 8 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,277 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.10 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 7 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,377 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $87.57 | $8,757.00 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 6 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,477 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 500 | $87.56 | $43,782.00 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 5 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,577 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 307 | $87.55 | $26,879.08 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 4 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,077 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 5,922 | $87.55 | $518,459.26 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 3 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,384 F3 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 27, 2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 4,290 | $86.37 | $370,527.30 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,306 F2 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 26, 2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 16:19 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 10,901 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-19-000054 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,596 F1 · shares: On January 26, 2016, a "target" award of 8,645 performance restricted stock units ("SELTPP units") was granted to the reporting person pursuant to Comerica Incorporated's long-term incentive plan. The SELTPP units are settled in stock and vest in one installment following certification of results for a three-year performance period. The performance period ended on December 31, 2018, and on February 26, 2019, the SELTPP units vested upon Comerica's Governance, Compensation and Nominating Committee certification that (1) performance was achieved at 126.1% based upon satisfaction of a three-year average return on common equity excluding certain nonperformance items performance goal and (2) the negative total shareholder return modifier of 10 percentage points would not be applied based upon satisfaction of a relative total shareholder return goal. F2 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of February 26, 2019. Read SEC document |
| January 27, 2019 Filed Jan 29, 2019 16:22 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 133 | $82.07 | $10,915.31 |
DisclosureSEC source: 0000028412-19-000033 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,695 F2 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of January 27, 2019. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 16:22 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 387 | $82.07 | $31,761.09 |
DisclosureSEC source: 0000028412-19-000033 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,828 F1 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of January 26, 2019. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 16:56 UTC | COMERICA INC CMA · Entity 68125 | GrantEmployee Stock Option (right to buy) · Derivative | 2,265 | $0.00 Strike: $80.17 | $0.00 |
DisclosureSEC source: 0000028412-19-000023 · edgar.xml · derivative · entry 7 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,265 Underlying: Common Stock · 2,265 shares Expires 2029-01-22 F3 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 16:56 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-19-000023 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,215 F1 · shares: Restricted stock units awarded under Issuer's Long-Term Incentive Plan. F2 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of January 22, 2019. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 16:17 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 122 | $81.19 | $9,905.18 |
DisclosureSEC source: 0000028412-19-000012 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,610 F1 · balance_after: Includes shares acquired through employee stock plans, shares purchased with reinvested dividends and restricted stock units as of January 21, 2019. Read SEC document |
| May 22, 2018 Filed May 24, 2018 16:15 UTC | COMERICA INC CMA · Entity 68125 | GiftCommon Stock | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-18-000122 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,729 F1 · shares: The shares were gifted to a fund that makes charitable contributions. F2 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of May 22, 2018. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 17:07 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 4,068 | $99.20 | $403,545.60 |
DisclosureSEC source: 0000028412-18-000074 · edgar.xml · nonDerivative · entry 5 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,282 F3 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of February 28, 2018. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 17:07 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $99.19 | $9,919.10 |
DisclosureSEC source: 0000028412-18-000074 · edgar.xml · nonDerivative · entry 4 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,350 F3 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of February 28, 2018. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 17:07 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 502 | $99.19 | $49,793.38 |
DisclosureSEC source: 0000028412-18-000074 · edgar.xml · nonDerivative · entry 3 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,450 F3 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of February 28, 2018. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 17:07 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 2,669 | $98.61 | $263,190.09 |
DisclosureSEC source: 0000028412-18-000074 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,952 F2 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of February 27, 2018. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 17:07 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 6,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-18-000074 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,621 F1 · shares: On January 27, 2015, a "target" award of 6,735 performance restricted stock units ("SELTPP units") was granted to the reporting person pursuant to Comerica Incorporated's long-term incentive plan. The SELTPP units are settled in stock and vest in one installment following a certification of results for a three-year performance period. The performance period ended on December 31, 2017, and on February 27, 2018, the SELTPP units vested upon Comerica's Governance, Compensation and Nominating Committee certification that (1) performance was achieved at 100.7% based upon satisfaction of a three-year average return on common equity excluding certain nonperformance items performance goal and (2) the negative total shareholder return modifier of 10 percentage points would not be applied based upon satisfaction of a relative total shareholder return goal. F2 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of February 27, 2018. Read SEC document |
| January 27, 2018 Filed Jan 30, 2018 17:16 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 265 | $95.81 | $25,389.65 |
DisclosureSEC source: 0000028412-18-000042 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,839 F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 27, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $33.79 | $0.00 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · derivative · entry 6 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2023-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 2,300 | $94.81 | $218,053.80 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · nonDerivative · entry 5 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,104 F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 25, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 100 | $94.80 | $9,480.10 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · nonDerivative · entry 4 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,404 F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 25, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 400 | $94.80 | $37,920.00 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · nonDerivative · entry 3 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,504 F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 25, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 200 | $94.79 | $18,958.00 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,904 F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 25, 2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 16:16 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 3,000 | $33.79 | $101,370.00 |
DisclosureSEC source: 0000028412-18-000039 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,104 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares acquired through employee stock plans, restricted stock units and shares purchased with reinvested dividends as of January 25, 2018. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 16:20 UTC | COMERICA INC CMA · Entity 68125 | GrantEmployee Stock Option (right to buy) · Derivative | 1,615 | $0.00 Strike: $95.25 | $0.00 |
DisclosureSEC source: 0000028412-18-000028 · edgar.xml · derivative · entry 7 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,615 Underlying: Common Stock · 1,615 shares Expires 2028-01-23 F3 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 16:20 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-18-000028 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,104 F1 · shares: Restricted stock units awarded under Issuer's Long-Term Incentive Plan. F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 23, 2018. Read SEC document |
| January 21, 2018 Filed Jan 23, 2018 16:21 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 122 | $94.99 | $11,588.78 |
DisclosureSEC source: 0000028412-18-000010 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,814 F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 21, 2018. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:22 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 2,301 | $71.28 | $164,015.28 |
DisclosureSEC source: 0000028412-17-000050 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,934 F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of February 28, 2017. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:22 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 5,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-17-000050 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,235 F1 · shares: On January 21, 2014, a "target" award of 5,453 performance restricted stock units ("SELTPP units") was granted to the reporting person pursuant to Comerica Incorporated's long-term incentive plan. The SELTPP units are settled in stock and vest in one installment following a certification of results for a three-year performance period. The performance period ended on December 31, 2016, and on February 28, 2017, the SELTPP units vested upon Comerica's Governance, Compensation and Nominating Committee certification that (1) performance was achieved at 100.6% based upon satisfaction of a three-year average adjusted return on common equity performance goal and (2) the negative total shareholder return modifier of 10 percentage points would not be applied based upon satisfaction of a relative total shareholder return goal. F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of February 28, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,000 | $0.00 Strike: $39.10 | $0.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · derivative · entry 10 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 shares Expires 2021-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $34.78 | $0.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · derivative · entry 9 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2020-01-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,800 | $0.00 Strike: $37.45 | $0.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · derivative · entry 8 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,800 shares Expires 2018-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 4,861 | $67.37 | $327,480.71 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 7 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.26 to $67.46, inclusive. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 6,139 | $68.10 | $418,078.18 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 6 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,611 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.00 to $68.58, inclusive. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 11,000 | $39.10 | $430,100.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 5 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 15,000 | $67.28 | $1,009,245.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 4 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.88 to $67.58, inclusive. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 15,000 | $34.78 | $521,700.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 3 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 2,800 | $68.42 | $191,573.20 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.00 to $68.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3), (4) and (5) to this Form 4. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:15 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 2,800 | $37.45 | $104,860.00 |
DisclosureSEC source: 0000028412-17-000042 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 31, 2017. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 17:43 UTC | COMERICA INC CMA · Entity 68125 | GrantEmployee Stock Option (right to buy) · Derivative | 2,050 | $0.00 Strike: $67.66 | $0.00 |
DisclosureSEC source: 0000028412-17-000025 · edgar.xml · derivative · entry 10 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common Stock · 2,050 shares Expires 2027-01-24 F3 · derivative.exercise_date: The options vest in four equal annual installments (based on the original grant amount) beginning on the date indicated in this column. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 17:43 UTC | COMERICA INC CMA · Entity 68125 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0000028412-17-000025 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 F2 · shares: Shares of restricted stock awarded under issuer's Long-Term Incentive Plan. F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 24, 2017. 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.