Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCC · Entity 4014 | See Remarks | April 01, 2026 | April 03, 2026 |
| US BANCORP DEUSB · Entity 2923 | Vice Chair | March 05, 2024 | March 06, 2024 |
| 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.
CCC Intelligent Solutions Holdings Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 362,641 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 82,781 · Balance 387,973 Row 2 · 2026-04-01 · Tax withholding · Disposed 25,332 · Balance 362,641 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 165,564 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Exercise / conversion · Disposed 82,781 · Balance 165,564 F1: The Reporting Person was granted, on April 1, 2025, Restricted Stock Units ("2025 RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each 2025 RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the 2025 RSU, or (iii) a combination thereof. One-third (33.33%) of the 2025 RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted, on April 1, 2025, Restricted Stock Units ("2025 RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each 2025 RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the 2025 RSU, or (iii) a combination thereof. One-third (33.33%) of the 2025 RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.
US BANCORP DE
Report date March 05, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 166,194 |
Reported balance
After 2024-03-05 transaction · row 1
1 source rowRow 1 · 2024-03-05 · Tax withholding · Disposed 22,013 · Balance 166,194 |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy 401(k) plan | 4,054 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,054 F1: Based on a plan report dated February 29, 2024, the most recent plan report available. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on a plan report dated February 29, 2024, the most recent plan report available.
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 | 18,194.896 |
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 580.229 · Balance 18,194.896 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 580.229 stock equivalent units, 483.524 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 96.705 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 128.133 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 580.229 stock equivalent units, 483.524 were granted at a price of $69.80 per unit in lieu of the reporting person's quarterly cash retainer, and 96.705 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 128.133 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 |
|---|---|---|---|---|---|---|
| February 10, 2022 Filed Feb 14, 2022 21:22 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 28,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002036 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,337 F1 · shares: These performance-based restricted stock units vest on February 14, 2022. These units made up 60% of the grant date fair market value of the reporting person's 2019 long-term incentive compensation award granted on February 14, 2019. The number of units earned and eligible to be settled in shares of common stock was determined on February 10, 2022 based on the company's performance against certain preset performance targets during a three-year performance period of January 1, 2019, to December 31, 2021. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:36 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 21,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004936 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,972 F1 · shares: The restricted stock units vest 33% on each of March 5, 2022 and 2023, and 34% on March 5, 2024. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2021. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2024 based on the company's performance against certain performance targets from 2021 through 2023 and will be reported at the time of such determination. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:37 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,738 | $47.64 | $82,798.32 |
DisclosureSEC source: 0001225208-21-002747 · doc4.xml · nonDerivative · entry 2 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,626 Read SEC document |
| February 14, 2021 Filed Feb 17, 2021 21:37 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 11,874 | $47.64 | $565,677.36 |
DisclosureSEC source: 0001225208-21-002747 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,364 Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:38 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,748 | $47.61 | $83,222.28 |
DisclosureSEC source: 0001225208-21-002398 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,238 Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 21:46 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 20,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001750 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,986 F1 · shares: These performance-based restricted stock units vest on February 14, 2021. These units made up 60% of the grant date fair market value of the reporting person's 2018 long-term incentive compensation award granted on February 14, 2018. The number of units earned and eligible to be settled in shares of common stock was determined on February 4, 2021 based on the company's performance against certain preset performance targets during a three-year performance period of January 1, 2018, to December 31, 2020. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:21 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,738 | $55.11 | $95,781.18 |
DisclosureSEC source: 0001225208-20-002960 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,071 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:34 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 2,889 | $55.18 | $159,415.02 |
DisclosureSEC source: 0001225208-20-002767 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,809 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:18 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 16,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002018 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,698 F1 · shares: The restricted stock units vest 33% on each of February 10, 2021 and 2022, and 34% on February 10, 2023. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2020. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2023 based on the company's performance against certain performance targets from 2020 through 2022 and will be reported at the time of such determination. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:12 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,167 | $51.31 | $59,878.77 |
DisclosureSEC source: 0001225208-19-003257 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,861 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:20 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,218 | $50.91 | $62,008.38 |
DisclosureSEC source: 0001225208-19-002928 · doc4.xml · nonDerivative · entry 2 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,028 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:20 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 16,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002928 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,246 F1 · shares: The restricted stock units vest 33% on each of February 14, 2020 and 2021, and 34% on February 14, 2022. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2019. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2022 based on the company's performance against certain performance targets from 2019 through 2021 and will be reported at the time of such determination. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 21:21 UTC | US BANCORP DE USB · Entity 2923 | Tax withholdingCommon Stock, $0.01 par value | 1,215 | $55.10 | $66,946.50 |
DisclosureSEC source: 0001225208-18-003575 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,599 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:30 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 11,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003160 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,814 F1 · shares: The restricted stock units vest 33% on each of February 14, 2019 and 2020, and 34% on February 14, 2021. These restricted stock units make up 40% of the value of the reporting person's long-term incentive compensation award granted in 2018. The remaining 60% of the award value was granted in the form of performance-based restricted stock units. The number of units that will be earned and eligible to be settled in shares of common stock will be determined in early 2021 based on the company's performance against certain performance targets from 2018 through 2020 and will be reported at the time of such determination. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 20:35 UTC | US BANCORP DE USB · Entity 2923 | GrantCommon Stock, $0.01 par value | 15,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012823 · doc4.xml · nonDerivative · entry 1 Welsh Timothy A · CIK 0001711665 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,243 F1 · shares: These restricted stock units vest in four equal annual installments beginning February 16, 2018. 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.