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, 2017 Filed Jan 26, 2017 17:43 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 3,811 | $67.66 | $257,852.26 |
DisclosureSEC source: 0000028412-17-000025 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,850 F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 24, 2017. Read SEC document |
| January 21, 2017 Filed Jan 24, 2017 16:12 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 258 | $66.96 | $17,275.68 |
DisclosureSEC source: 0000028412-17-000009 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,661 F1 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of January 21, 2017. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 500 | $60.73 | $30,365.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 8 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,919 F3 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 21, 2016. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | SaleCommon Stock | 3,873 | $60.72 | $235,168.56 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 7 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,419 F3 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 21, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,500 | $0.00 Strike: $29.60 | $0.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · derivative · entry 14 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,500 shares Expires 2022-01-24 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. F4 · 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 |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,100 | $0.00 Strike: $17.32 | $0.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · derivative · entry 11 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 shares Expires 2019-01-27 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. F4 · 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 |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,200 | $0.00 Strike: $58.98 | $0.00 |
DisclosureSEC source: 0000028412-16-000314 · 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 · 3,200 shares Expires 2017-01-23 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. F4 · 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 |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 8,062 | $61.04 | $492,104.48 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 6 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,292 F1 · kind: Shares were withheld to satisfy tax withholding obligations and pay exercise price. F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 11,500 | $29.60 | $340,400.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 5 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,354 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 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 3,138 | $61.04 | $191,543.52 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 4 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,854 F1 · kind: Shares were withheld to satisfy tax withholding obligations and pay exercise price. F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 3,200 | $58.98 | $188,736.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 3 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,992 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 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Tax withholdingCommon Stock | 1,227 | $61.04 | $74,896.08 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 2 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,792 F1 · kind: Shares were withheld to satisfy tax withholding obligations and pay exercise price. F2 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:19 UTC | COMERICA INC CMA · Entity 68125 | Exercise / conversionCommon Stock | 2,100 | $17.32 | $36,372.00 |
DisclosureSEC source: 0000028412-16-000314 · edgar.xml · nonDerivative · entry 1 Burkhart Megan D · CIK 0001482556 · EVP - Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,019 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 · balance_after: Includes shares acquired through employee stock plans and shares purchased with reinvested dividends as of November 18, 2016. 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.