Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | EVP & CEO Power Generation | February 05, 2019 | February 07, 2019 |
| SPIRE INCSR · Entity 3925 | Director | June 11, 2026 | June 12, 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.
DOMINION ENERGY, INC
Report date February 05, 2019 · Filed February 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170,681.2782 |
Reported balance
After 2019-02-05 transaction · row 1
1 source rowRow 1 · 2019-02-05 · Grant · Acquired 11,887 · Balance 170,681.2782 F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Employee Savings Plan | 8,802.1514 |
Reported balance
Holding disclosure · report date 2019-02-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,802.1514 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3.
SPIRE INC
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld in an IRA | 8,000 |
Reported balance
After 2026-06-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-11 · Purchase · Acquired 500 · Balance 8,000 |
| Common StockSEC Table I · non-derivative | Direct | 5,540 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,540 |
| Common StockSEC Table I · non-derivative | IndirectHeld in a Revocable Trust | 2,425 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,425 F1: These shares are held in a revocable trust of which Mr. Koonce has sole voting and dispositive power. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in a revocable trust of which Mr. Koonce has sole voting and dispositive power.
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 11, 2026 Filed Jun 12, 2026 10:46 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 500 | $78.46 | $39,230.00 |
DisclosureSEC source: 0001104955-26-000010 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in an IRA Disclosed balance after: 8,000 Read SEC document |
| June 01, 2026 Filed Jun 4, 2026 17:09 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 500 | $80.50 | $40,250.00 |
DisclosureSEC source: 0001104955-26-000008 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in an IRA Disclosed balance after: 7,500 Read SEC document |
| May 08, 2026 Filed May 11, 2026 13:28 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 2,000 | $85.81 | $171,620.00 |
DisclosureSEC source: 0001104955-26-000006 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in an IRA Disclosed balance after: 7,000 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 14:16 UTC | SPIRE INC SR · Entity 3925 | Other5.9% Series A. Cumulative Redeemable Perpet. Preferred Stock | 8,846 | $25.00 | $221,150.00 |
DisclosureSEC source: 0001104955-26-000004 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in a Revocable Trust Disclosed balance after: 0 F1 · shares: On February 13, 2026, Spire completed the previously announced redemption of all outstanding shares of Series A Preferred Stock and the corresponding depositary shares representing fractional interests in the Series A Preferred Stock. The Series A Preferred Stock will cease to accumulate dividends immediately prior to the redemption date of February 13, 2026. Upon redemption, the Series A Preferred Stock (or related depositary shares) will no longer be outstanding, and all rights of the holders will terminate, except the right of the holders to receive the cash payable upon such redemption, without interest. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 09:51 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,640 | $85.27 | $139,842.80 |
DisclosureSEC source: 0001104955-26-000002 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,540 F1 · shares: Represents award of time-vested restricted stock that vests on August 5, 2026. F2 · price: Price as of the close of business on February 5, 2026. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 10:49 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,750 | $71.38 | $124,915.00 |
DisclosureSEC source: 0001562180-25-001079 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 F1 · shares: Represents award of time-vested restricted stock that vests on August 7, 2025. Read SEC document |
| December 02, 2024 Filed Dec 2, 2024 17:58 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 1,000 | $73.61 | $73,610.00 |
DisclosureSEC source: 0001562180-24-008069 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in a Revocable Trust Disclosed balance after: 2,425 F1 · balance_after: These shares are held in a revocable trust of which Mr. Koonce has sole voting and dispositive power. Read SEC document |
| August 02, 2024 Filed Aug 2, 2024 14:04 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 500 | $66.13 | $33,065.00 |
DisclosureSEC source: 0001562180-24-005940 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in a Revocable Trust Disclosed balance after: 1,425 F1 · balance_after: These shares are held in a revocable trust of which Mr. Koonce has sole and dispositive powers. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 15:00 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 425 | $58.66 | $24,931.56 |
DisclosureSEC source: 0001562180-24-001089 · primarydocument.xml · nonDerivative · entry 2 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in a Revocable Trust Disclosed balance after: 925 F2 · balance_after: These shares are held in a revocable trust of which Mr. Koonce has sole and dispositive powers. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 15:00 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 2,150 | $58.03 | $124,764.50 |
DisclosureSEC source: 0001562180-24-001089 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,150 F1 · shares: Represents award of time-vested restricted stock that vests on August 5, 2024. Read SEC document |
| November 20, 2023 Filed Nov 20, 2023 16:12 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 500 | $60.95 | $30,474.90 |
DisclosureSEC source: 0001562180-23-007788 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in a Revocable Trust Disclosed balance after: 500 F1 · balance_after: These shares are held in a revocable trust of which Mr. Koonce has sole voting and dispositive power. Read SEC document |
| August 17, 2023 Filed Aug 17, 2023 15:53 UTC | SPIRE INC SR · Entity 3925 | PurchaseCommon Stock | 5,000 | $59.27 | $296,350.00 |
DisclosureSEC source: 0001562180-23-006401 · primarydocument.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in an IRA Disclosed balance after: 5,000 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 11,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001986 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Power Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,681.2782 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:47 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,406 | $70.97 | $383,663.82 |
DisclosureSEC source: 0001225208-19-001821 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Power Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,794.2782 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 22:08 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 12,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001558 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Power Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,200.2782 F1 · kind: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. F1 · price: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 21:23 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 4,275 | $75.90 | $324,472.50 |
DisclosureSEC source: 0001225208-18-002084 · doc4.xml · nonDerivative · entry 2 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Power Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,740.2782 F2 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:23 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 11,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002084 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Power Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,015.2782 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 11,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002565 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Dominion Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,829.2782 F1 · shares: Restricted shares awarded under the Dominion Resources, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:27 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 4,218 | $71.85 | $303,063.30 |
DisclosureSEC source: 0001225208-17-002339 · doc4.xml · nonDerivative · entry 1 KOONCE PAUL D · CIK 0001104955 · EVP & CEO Dominion Generation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,904.2782 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Resources, Inc. 2005 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. 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.