Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Terrestrial Energy Inc. /DE/IMSR · Entity 5288 | Director | December 18, 2025 | December 22, 2025 |
| 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.
Terrestrial Energy Inc. /DE/
Report date December 18, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,027 |
Reported balance
After 2025-12-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-18 · Grant · Acquired 5,027 · Balance 5,027 F1: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. |
| Resricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,909 |
Reported balance
After 2025-12-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-18 · Grant · Acquired 882 · Balance 5,909 F1: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026.
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 | 34,643.084 |
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 666.189 · Balance 34,643.084 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 666.189 stock equivalent units, 555.157 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 111.032 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 124.745 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 666.189 stock equivalent units, 555.157 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 111.032 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 124.745 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
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 28, 2026 Filed Sep 30, 2026 20:02 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 666.189 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000169 · wk-form4_1790798555.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,643.084 F1 · shares: 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 · price: Of the 666.189 stock equivalent units, 555.157 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 111.032 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 124.745 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2026 Filed Jun 30, 2026 20:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 541.031 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000137 · wk-form4_1782850370.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,852.15 F1 · shares: 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 · price: Of the 541.031 stock equivalent units, 450.859 were granted at a price of $82.23 per unit in lieu of the reporting person's quarterly cash retainer, and 90.172 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,253.944 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000089 · wk-form4_1779480278.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,311.119 F1 · shares: Includes 0.944 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 116.383 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 28, 2026 Filed Mar 30, 2026 21:57 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 580.527 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000055 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,940.792 F1 · shares: 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 · price: Of the 580.527 stock equivalent units, 483.772 were granted at a price of $78.09 per unit in lieu of the reporting person's quarterly cash retainer, and 96.775 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 118.552 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2025 Filed Dec 30, 2025 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 624.832 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000286 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,241.743 F1 · shares: 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 · price: Of the 624.832 stock equivalent units, 520.693 were granted at a price of $74.42 per unit in lieu of the reporting person's quarterly cash retainer, and 104.139 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 101.431 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:35 UTC | Terrestrial Energy Inc. /DE/ IMSR · Entity 5288 | GrantResricted Stock Units · Derivative | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-25-000036 · form4.xml · derivative · entry 2 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,909 Underlying: Common Stock · 882 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:35 UTC | Terrestrial Energy Inc. /DE/ IMSR · Entity 5288 | GrantRestricted Stock Units · Derivative | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-25-000036 · form4.xml · derivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,027 Underlying: Common Stock · 5,027 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. Read SEC document |
| September 28, 2025 Filed Sep 30, 2025 20:56 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 586.529 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000250 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,515.48 F1 · shares: 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 · price: Of the 586.529 stock equivalent units, 488.774 were granted at a price of $79.28 per unit in lieu of the reporting person's quarterly cash retainer, and 97.755 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 110.561 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2025 Filed Jul 1, 2025 20:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 686.043 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000206 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,818.39 F1 · shares: 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 · price: Of the 686.043 stock equivalent units, 571.703 were granted at a price of $67.78 per unit in lieu of the reporting person's quarterly cash retainer, and 114.34 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:23 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,431.35 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000118 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,132.347 F1 · shares: Includes 0.35 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 104.65 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,431.35 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000117 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,132.347 F1 · shares: Includes 0.35 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 104.65 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 28, 2025 Filed Mar 31, 2025 21:10 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 670.802 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000063 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,596.347 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 670.802 stock equivalent units 559.002 were granted at a price of $69.32 per unit in lieu of the reporting person's quarterly cash retainer, and 111.8 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 104.796 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2024 Filed Dec 31, 2024 21:44 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 682.419 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000219 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,820.749 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 682.419 stock equivalent units, 568.683 were granted at a price of $68.14 per unit in lieu of the reporting person's quarterly cash retainer, and 113.736 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 96.322 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2024 Filed Oct 1, 2024 20:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 720.149 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000188 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,042.008 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 720.149 stock equivalent units, 600.124 were granted at a price of $64.57 per unit in lieu of the reporting person 's quarterly cash retainer, and 120.025 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 101.099 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. F4 · balance_after: Includes 7.113 stock equivalent units that were inadvertently omitted from the reporting person's prior filing due to an administrative error. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:32 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 863.51 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000161 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,213.647 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 863.51 stock equivalent units, 719.592 were granted at a price of $53.85 per unit in lieu of the reporting person 's quarterly cash retainer, and 143.918 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,061.96 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000125 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,350.137 F1 · shares: Includes 0.96 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 95.049 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 28, 2024 Filed Mar 29, 2024 21:40 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 871.113 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000065 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,193.128 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 871.113 stock equivalent units, 725.928 were granted at a price of $53.38 per unit in lieu of the reporting person's quarterly cash retainer, and 145.185 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 74.128 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2023 Filed Jan 2, 2024 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 755.606 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000010 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,247.887 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 755.606 stock equivalent units, 629.672 were granted at a price of $61.54 per unit in lieu of the reporting person's quarterly cash retainer, and 125.934 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 67.132 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 22:57 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 812.795 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-23-000151 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,425.149 F1 · shares: 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 a director and fractional units are payable at such time in cash. F2 · price: Of the 812.795 stock equivalent units, 677.329 were granted at a price of $57.21 per unit in lieu of the reporting person 's quarterly cash retainer, and 135.466 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 56.195 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2023 Filed Jun 29, 2023 20:17 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 716.732 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-23-000102 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,556.159 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 716.732 stock equivalent units, 597.277 were granted at a price of $62.44 per unit in lieu of the reporting person 's quarterly cash retainer, and 119.455 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 24, 2023 Filed May 25, 2023 21:50 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,610.164 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-23-000057 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,839.427 F1 · shares: Includes 0.164 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 45.221 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 28, 2023 Filed Mar 31, 2023 01:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 666.258 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-014969 · form4.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,184.042 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 666.258 stock equivalent units, 555.215 were granted at a price of $65.29 per unit in lieu of the reporting person 's quarterly cash retainer, and 111.043 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 43.696 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 21:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 607.797 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-022146 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,474.088 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 607.797 stock equivalent units, 506.498 were granted at a price of $71.57 per unit in lieu of the reporting person's quarterly cash retainer, and 101.299 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 38.399 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2022 Filed Sep 30, 2022 20:35 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 636.244 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018001 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,827.892 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 636.244 stock equivalent units, 530.203 were granted at a price of $68.37 per unit in lieu of of the reporting person's quarterly cash retainer, and 106.041 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 29.421 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 627.434 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-013546 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,162.227 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 627.434 stock equivalent units, 522.862 were granted at a price of $69.33 per unit in lieu of the reporting person's quarterly cash retainer, and 104.572 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 19, 2022 Filed May 23, 2022 23:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,136.467 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011578 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,534.793 F1 · shares: Includes 0.467 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 22.91 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 20:34 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 615.276 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007713 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,375.416 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 615.276 stock equivalent units, 512.73 were granted at a price of $70.70 per unit in lieu of of the reporting person's quarterly cash retainer, and 102.546 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 19.121 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 21:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 651.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-022682 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,741.019 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 651.003 stock equivalent units, 542.502 were granted at a price of $66.82 per unit in lieu of the reporting person's quarterly cash retainer, and 108.501 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 15.368 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 20:39 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 650.602 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017670 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,074.648 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 650.602 stock equivalent units, 542.168 were granted at a price of $62.25 per unit in lieu of the reporting person's quarterly cash retainer, and 108.434 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 10.821 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 555.428 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-012790 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,413.225 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 555.428 stock equivalent units, 462.857 were granted at a price of $67.10 per unit in lieu of the reporting person's quarterly cash retainer, and 92.571 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 20, 2021 Filed May 24, 2021 22:32 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,125.549 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011080 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,857.797 F1 · shares: Includes 0.549 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 7.039 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 22:40 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 522.727 | $66.00 | $34,499.98 |
DisclosureSEC source: 0001567619-21-007227 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,725.209 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 522.727 stock equivalent units, 435.606 were granted at a price of $66.00 per unit in lieu of the reporting person's quarterly cash retainer, and 87.121 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 3.635 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 23:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 533.808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-021651 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,198.847 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 533.808 stock equivalent units, 444.84 were granted at a price of $64.63 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 88.968 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 0.259 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 22:06 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 503.65 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-017209 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664.78 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 503.65 stock equivalent units, 419.708 were granted at a price of $68.50 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 83.942 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 15:36 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 42.591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-012667 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161.13 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 42.591 stock equivalent units, 35.493 were granted at a price of $62.31 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 7.098 were granted at no cost to the reporting persons as a 20% premium on the amount of such retainer. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:44 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,118.539 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012628 · doc1.xml · nonDerivative · entry 1 Pardee Charles G · CIK 0001544340 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,118.539 F1 · shares: Equity award granted in the form of shares of common stock or stock equivalent units payable in shares of common stock following termination of the reporting person's service as a director in accordance with the director's election. Includes 0.539 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. 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.