Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMEREN CORPAEE · Entity 3150 | Director · Executive Chairman | February 28, 2023 | March 03, 2023 |
| QUANTA SERVICES, INC.PWR · Entity 2928 | Director | June 01, 2026 | June 03, 2026 |
| US BANCORP DEUSB · Entity 2923 | Director | April 23, 2026 | April 27, 2026 |
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | January 02, 2026 | January 06, 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.
AMEREN CORP
Report date February 28, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 207,272 |
Ending reported balance
After 2023-03-02 transaction · row 5
4 source rows · reconciled sequenceRow 2 · 2023-02-28 · Tax withholding · Disposed 52,832 · Balance 257,091 F2: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units and restricted stock units. Row 3 · 2023-03-02 · Sale · Disposed 16,793 · Balance 240,298 F3: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Row 4 · 2023-03-02 · Sale · Disposed 16,949 · Balance 223,349 F3: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Row 5 · 2023-03-02 · Sale · Disposed 16,077 · Balance 207,272 F3: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | IndirectBy 401(K) | 24,133 |
Reported balance
Holding disclosure · report date 2023-02-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 24,133 F1: Represents the estimated number of share equivalents held by the reporting person in the unitized stock fund included in the Ameren Corporation Savings Investment Plan as of February 28, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the estimated number of share equivalents held by the reporting person in the unitized stock fund included in the Ameren Corporation Savings Investment Plan as of February 28, 2023.
F2: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units and restricted stock units.
F3: Shares sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
QUANTA SERVICES, INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,181 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 559 · Balance 1,181 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 249 |
Reported balance
After 2026-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-01 · Exercise / conversion · Disposed 559 · Balance 249 F1: The restricted stock units are settled in shares of common stock on a one-for-one basis. F2: The restricted stock units were granted on May 22, 2025 and vested and settled on June 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units are settled in shares of common stock on a one-for-one basis.
F2: The restricted stock units were granted on May 22, 2025 and vested and settled on June 1, 2026.
US BANCORP DE
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,355 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 3,355 · Balance 3,355 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause.
WEC ENERGY GROUP, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,352.6114 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,603 · Balance 3,352.6114 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
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 01, 2019 Filed Jan 4, 2019 00:19 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 21,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-19-000018 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,188 F2 · shares: These restricted stock units were granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan") and are scheduled to vest upon the payment date in 2022, which shall be no later than March 15, 2022, subject to the terms of the Plan and the applicable award agreement issued thereunder. Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 20:21 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,959 | $50.70 | $150,021.30 |
DisclosureSEC source: 0001225208-18-007966 · doc4.xml · derivative · entry 1 BAXTER WARNER L · CIK 0001190093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,959 Underlying: Common Stock, $0.01 par value · 2,959 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:34 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 64,230 | $54.30 | $3,487,689.00 |
DisclosureSEC source: 0001002910-18-000086 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,055 F2 · shares: Shares withheld by the issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:24 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 141,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-18-000054 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,285 F2 · shares: Shares acquired upon vesting of previously granted perfomance share units. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:38 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 890 | $56.15 | $49,973.50 |
DisclosureSEC source: 0001225208-18-001348 · doc4.xml · derivative · entry 1 BAXTER WARNER L · CIK 0001190093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock, $0.01 par value · 890 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 00:53 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 22,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-18-000012 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,653 F2 · shares: These restricted stock units were granted under the issuer's 2014 Omnibus Incentive Compensation Plan (the "Plan") and are scheduled to vest upon the payment date in 2021, which shall be no later than March 15, 2021, subject to the terms of the Plan and the applicable award agreement issued thereunder. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 20:17 UTC | AMEREN CORP AEE · Entity 3150 | GiftCommon Stock, $.01 Par Value | 4,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-17-000095 · edgar.xml · nonDerivative · entry 3 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,478 F2 · shares: Represents shares donated as a gift to a charitable donor-advised fund. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 20:17 UTC | AMEREN CORP AEE · Entity 3150 | SaleCommon Stock, $.01 Par Value | 13,310 | $56.23 | $748,421.30 |
DisclosureSEC source: 0001002910-17-000095 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,939 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 20:51 UTC | AMEREN CORP AEE · Entity 3150 | Tax withholdingCommon Stock, $.01 Par Value | 31,629 | $54.69 | $1,729,790.01 |
DisclosureSEC source: 0001002910-17-000066 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,249 F2 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations arising in connection with the vesting of performance share units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:02 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 65,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-17-000038 · edgar.xml · nonDerivative · entry 2 BAXTER WARNER L · CIK 0001190093 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,878 F2 · shares: Shares acquired upon vesting of previously granted performance share units. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:22 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,957 | $50.73 | $150,008.61 |
DisclosureSEC source: 0001225208-17-001454 · doc4.xml · derivative · entry 1 BAXTER WARNER L · CIK 0001190093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957 Underlying: Common Stock, $0.01 par value · 2,957 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. 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.