Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Talen Energy CorpTLN · Entity 3381 | SVP & Chief Accounting Officer | May 22, 2026 | May 27, 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.
Talen Energy Corp
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,874 |
Ending reported balance
After 2026-05-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-22 · Exercise / conversion · Acquired 2,267 · Balance 5,704 F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. Row 2 · 2026-05-22 · Exercise / conversion · Acquired 3,401 · Balance 9,105 F2: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. Row 3 · 2026-05-22 · Tax withholding · Disposed 2,231 · Balance 6,874 F3: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs and PSUs. |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-22 · Exercise / conversion · Disposed 5,668 · Balance 0 F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. |
| 2023 Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-22 · Exercise / conversion · Disposed 8,502 · Balance 0 F2: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash.
F2: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash.
F3: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs and PSUs.
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 |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed May 27, 2026 22:32 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Performance-Based Restricted Stock Units · Derivative | 8,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038571 · wk-form4_1779921119.xml · derivative · entry 5 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,502 shares Expires not disclosed 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_price: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:32 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 5,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038571 · wk-form4_1779921119.xml · derivative · entry 4 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,668 shares Expires not disclosed 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 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:32 UTC | Talen Energy Corp TLN · Entity 3381 | Tax withholdingCommon Stock | 2,231 | $324.21 | $723,312.51 |
DisclosureSEC source: 0001628280-26-038571 · wk-form4_1779921119.xml · nonDerivative · entry 3 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,874 F3 · kind: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs and PSUs. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:32 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 3,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038571 · wk-form4_1779921119.xml · nonDerivative · entry 2 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,105 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 · price: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The number of shares in this row represents the actual level of performance (200%). The reporting person's PSUs were granted on August 1, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:32 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 2,267 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038571 · wk-form4_1779921119.xml · nonDerivative · entry 1 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 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: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on August 1, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:47 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Performance-Based Restricted Stock Units · Derivative | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013409 · wk-form4_1772491664.xml · derivative · entry 2 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 4,400 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. F4 · derivative.exercise_date: Represents PSUs that will vest subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals. 1,760 of the PSUs will be eligible to vest based on performance as of February 25, 2028 and 2,640 of the PSUs will be eligible to vest based on performance as of February 25, 2029. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%) for each award. F4 · derivative.expiration_date: Represents PSUs that will vest subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals. 1,760 of the PSUs will be eligible to vest based on performance as of February 25, 2028 and 2,640 of the PSUs will be eligible to vest based on performance as of February 25, 2029. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%) for each award. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:47 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Restricted Stock Units · Derivative | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013409 · wk-form4_1772491664.xml · derivative · entry 1 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,467 Underlying: Common Stock · 1,467 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents 586 RSUs that will vest on February 25, 2027, 587 RSUs that will vest on February 25, 2028 and 294 RSUs that will vest on February 25, 2029, in each case subject to the reporting person's continued service. F2 · derivative.expiration_date: Represents 586 RSUs that will vest on February 25, 2027, 587 RSUs that will vest on February 25, 2028 and 294 RSUs that will vest on February 25, 2029, in each case subject to the reporting person's continued service. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:13 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 5,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030216 · wk-form4_1749499992.xml · derivative · entry 3 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,668 Underlying: Common Stock · 5,667 shares Expires not disclosed 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 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. F3 · derivative.exercise_date: Represents 5,667 RSUs that vested on May 17, 2025 and 5,668 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. F3 · derivative.expiration_date: Represents 5,667 RSUs that vested on May 17, 2025 and 5,668 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:13 UTC | Talen Energy Corp TLN · Entity 3381 | Tax withholdingCommon Stock | 2,230 | $240.30 | $535,869.00 |
DisclosureSEC source: 0001628280-25-030216 · wk-form4_1749499992.xml · nonDerivative · entry 2 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,437 F2 · kind: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:13 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 5,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-030216 · wk-form4_1749499992.xml · nonDerivative · entry 1 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,667 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: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:27 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Performance-Based Restricted Stock Units · Derivative | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009892 · wk-form4_1741123649.xml · derivative · entry 2 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,574 Underlying: Common Stock · 2,574 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. F4 · derivative.exercise_date: Represents PSUs that, subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals, will vest on February 28, 2027. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%). F4 · derivative.expiration_date: Represents PSUs that, subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals, will vest on February 28, 2027. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%). Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:27 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Restricted Stock Units · Derivative | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009892 · wk-form4_1741123649.xml · derivative · entry 1 Plagens Anthony J · CIK 0002028528 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,662 Underlying: Common Stock · 1,662 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. F2 · derivative.expiration_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. 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.