Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | March 31, 2021 | April 01, 2021 |
| Aon plcAON · Entity 2608 | Director | June 25, 2026 | June 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN ELECTRIC POWER CO INC
Report date March 31, 2021 · Filed April 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,409.05 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 481.11 · Balance 11,409.05 F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3: Was AEP Stock Price at the time of this transaction. F2: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock.
F2: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time.
F3: Was AEP Stock Price at the time of this transaction.
F4: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan.
Aon plc
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 28,327.735 |
Ending reported balance
After 2026-06-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-25 · Grant · Acquired 776 · Balance 28,513.97 F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Row 2 · 2026-06-25 · Tax withholding · Disposed 186.235 · Balance 28,327.735 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.
F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 21:33 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 186.235 | $315.95 | $58,840.95 |
DisclosureSEC source: 0001193125-26-288784 · ownership.xml · nonDerivative · entry 2 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,327.735 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 21:33 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 776 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-288784 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,513.97 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 12, 2026 Filed May 14, 2026 20:08 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-224002 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,737.97 Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 152.876 | $353.55 | $54,049.31 |
DisclosureSEC source: 0000950170-25-091720 · ownership.xml · nonDerivative · entry 2 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,175.97 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-091720 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,328.846 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 21:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,795 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080402 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,691.846 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 23:58 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023526 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,486.846 Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:41 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 182.154 | $296.59 | $54,025.05 |
DisclosureSEC source: 0000950170-24-076798 · ownership.xml · nonDerivative · entry 2 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,776.846 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:41 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-076798 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,959 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 08, 2024 Filed May 9, 2024 22:24 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 2,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-057329 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,200 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 23:33 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014781 · ownership.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,497 Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:26 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 177 | $331.06 | $58,597.62 |
DisclosureSEC source: 0001209191-23-038392 · doc4.xml · nonDerivative · entry 4 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,962 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:26 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038392 · doc4.xml · nonDerivative · entry 3 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,139 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| February 21, 2023 Filed Jun 20, 2023 20:26 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038392 · doc4.xml · nonDerivative · entry 2 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,504 Read SEC document |
| February 21, 2023 Filed Jun 20, 2023 20:26 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038392 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,979 Read SEC document |
| August 09, 2022 Filed Feb 14, 2023 23:12 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009350 · doc5.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,779 Read SEC document |
| June 17, 2022 Filed Jun 23, 2022 00:11 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-038792 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,279 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| August 23, 2021 Filed Feb 11, 2022 21:08 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008822 · doc5.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,508 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:13 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049920 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,723 Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 21:54 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 797 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-043725 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,518 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:50 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 481.11 | $84.70 Strike: $0.00 | $40,750.02 |
DisclosureSEC source: 0001398889-21-000072 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,409.05 Underlying: Common Stock · 481.11 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 15:12 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 489.37 | $83.27 Strike: $0.00 | $40,749.84 |
DisclosureSEC source: 0001398889-21-000009 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,841.33 Underlying: Common Stock · 489.37 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 15:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 498.59 | $81.73 Strike: $0.00 | $40,749.76 |
DisclosureSEC source: 0001398889-20-000124 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,263.38 Underlying: Common Stock · 498.59 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 12:48 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 2,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045850 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,721 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 511.678 | $79.64 Strike: $0.00 | $40,750.04 |
DisclosureSEC source: 0001398889-20-000108 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,685.58 Underlying: Common Stock · 511.678 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 22:31 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-038623 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,352 F1 · kind: On April 1, 2020, Aon plc, an Irish public limited company (the "Company"), became the successor of Aon plc, a public limited company incorporated under the laws of England and Wales ("Aon UK"), pursuant to a scheme of arrangement under English law. Pursuant to the transaction, all outstanding Class A ordinary shares of Aon UK were exchanged, on a one-for-one basis, for Class A ordinary shares of the Company, and Aon UK became a wholly owned subsidiary of the Company. The transaction did not alter the proportionate interests of security holders. F2 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F2 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 509.5 | $79.98 Strike: $0.00 | $40,749.81 |
DisclosureSEC source: 0001398889-20-000083 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,099.99 Underlying: Common Stock · 509.5 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 15:16 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 416.62 | $94.51 Strike: $0.00 | $39,374.76 |
DisclosureSEC source: 0001398889-20-000019 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,501.03 Underlying: Common Stock · 416.62 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 22:34 UTC | Aon plc AON · Entity 2608 | OtherClass A Ordinary Stock | 12,935 | $193.76 | $2,506,285.60 |
DisclosureSEC source: 0001209191-19-054992 · doc4.xml · nonDerivative · entry 2 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,409 F1 · kind: On October 31, 2019, Mr. Notebaert received a distribution of these shares from his Grantor Retained Annuity Trust in an asset substitution transaction. The shares previously have been reported by Mr. Notebaert as indirectly owned. Read SEC document |
| October 30, 2019 Filed Nov 4, 2019 22:34 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054992 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,474 Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 18:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 420.26 | $93.69 Strike: $0.00 | $39,374.16 |
DisclosureSEC source: 0001398889-19-000147 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,029.25 Underlying: Common Stock · 420.26 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 19:11 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 447.39 | $88.01 Strike: $0.00 | $39,374.79 |
DisclosureSEC source: 0001398889-19-000113 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,448.29 Underlying: Common Stock · 447.39 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 21, 2019 Filed Jun 25, 2019 21:55 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-039004 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,104 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. Read SEC document |
| April 30, 2019 Filed May 8, 2019 22:20 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028322 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,187 Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 20:30 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 470.15 | $83.75 Strike: $0.00 | $39,375.06 |
DisclosureSEC source: 0001398889-19-000056 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,063.92 Underlying: Common Stock · 470.15 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 526.82 | $74.74 Strike: $0.00 | $39,374.53 |
DisclosureSEC source: 0001398889-19-000014 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,552.68 Underlying: Common Stock · 526.82 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 20:12 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 555.51 | $70.88 Strike: $0.00 | $39,374.55 |
DisclosureSEC source: 0001398889-18-000130 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,979.23 Underlying: Common Stock · 555.51 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 26, 2018 Filed Feb 13, 2019 00:27 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 5,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009512 · doc5.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,272 F1 · balance_after: Includes 9,102 shares that were previously held in a grantor retained annuity trust. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 17:45 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 568.59 | $69.25 Strike: $0.00 | $39,374.86 |
DisclosureSEC source: 0001398889-18-000108 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,381.59 Underlying: Common Stock · 568.59 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 22, 2018 Filed Jun 25, 2018 22:58 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 1,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-039472 · doc4.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,333 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| March 31, 2018 Filed Apr 2, 2018 18:57 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 574.06 | $68.59 Strike: $0.00 | $39,374.78 |
DisclosureSEC source: 0001398889-18-000061 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,767.99 Underlying: Common Stock · 574.06 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 19:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 535.205 | $73.57 Strike: $0.00 | $39,375.03 |
DisclosureSEC source: 0001398889-18-000008 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,150.69 Underlying: Common Stock · 535.205 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 19:42 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 560.578 | $70.24 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000143 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,587.641 Underlying: Common Stock · 560.578 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 14:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 566.791 | $69.47 Strike: $0.00 | $39,374.97 |
DisclosureSEC source: 0001398889-17-000121 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,003.937 Underlying: Common Stock · 566.791 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 22:16 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Shares | 1,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009698 · edgar.xml · nonDerivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,093 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 586.548 | $67.13 Strike: $0.00 | $39,374.97 |
DisclosureSEC source: 0001398889-17-000065 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,418.472 Underlying: Common Stock · 586.548 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:36 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 625.397 | $62.96 Strike: $0.00 | $39,375.00 |
DisclosureSEC source: 0001398889-17-000014 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817.25 Underlying: Common Stock · 625.397 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 18:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 613.222 | $64.21 Strike: $0.00 | $39,374.98 |
DisclosureSEC source: 0001398889-16-000317 · edgar.xml · derivative · entry 1 NOTEBAERT RICHARD C · CIK 0001112731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180.21 Underlying: Common Stock · 613.222 shares Expires not disclosed F1 · security: Amounts shown represent value in AEP Stock Plan under the AEP Stock Unit Accumulation Plan for Non-Employee Directors. Each share of phantom stock represents the right to receive the cash value of one share of AEP common stock. F3 · price: Was AEP Stock Price at the time of this transaction. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's service on the Board. The reporting person may transfer the phantom stock in the AEP Stock Plan account into an alternative investment account at any time. F4 · balance_after: Includes units of reinvested dividends acquired pursuant to a dividend reinvestment feature of the Plan. 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.