Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 23, 2026 | June 24, 2026 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | EVP & Chief Legal Officer | February 28, 2025 | March 04, 2025 |
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.
Essential Utilities, Inc.
Report date June 23, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,533 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 3,666 · Balance 10,533 |
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,768.999 |
Ending reported balance
After 2025-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-28 · Grant · Acquired 25,062.34 · Balance 70,588.999 Row 2 · 2025-02-28 · Tax withholding · Disposed 12,820 · Balance 57,768.999 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 21:50 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 2,500 | $37.99 | $94,975.00 |
DisclosureSEC source: 0001225208-17-000746 · doc4.xml · nonDerivative · entry 2 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,585.6113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:50 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 2,850 | $35.11 | $100,063.50 |
DisclosureSEC source: 0001225208-17-000746 · doc4.xml · nonDerivative · entry 1 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,085.6113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 04, 2016 Filed Jan 5, 2017 21:55 UTC Amendment | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Units · Derivative | 3,200 | $0.00 Strike: $31.41 | $0.00 |
DisclosureSEC source: 0001225208-17-000753 · doc4a.xml · derivative · entry 2 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,200 shares Expires 2016-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Grant date F3 · derivative.expiration_date: Vesting date Read SEC document |
| January 04, 2016 Filed Jan 5, 2017 21:55 UTC Amendment | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 3,200 | $31.41 | $100,512.00 |
DisclosureSEC source: 0001225208-17-000753 · doc4a.xml · nonDerivative · entry 1 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,530.1273 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 02, 2015 Filed Jan 5, 2017 21:56 UTC Amendment | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionStock Units · Derivative | 3,250 | $0.00 Strike: $31.28 | $0.00 |
DisclosureSEC source: 0001225208-17-000754 · doc4a.xml · derivative · entry 2 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,250 shares Expires 2015-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Grant date F3 · derivative.expiration_date: Vesting date Read SEC document |
| January 02, 2015 Filed Jan 5, 2017 21:56 UTC Amendment | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Exercise / conversionCommon Stock | 3,250 | $31.28 | $101,660.00 |
DisclosureSEC source: 0001225208-17-000754 · doc4a.xml · nonDerivative · entry 1 Linde Tamara Louise · CIK 0001611714 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,043.1273 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.