Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANT ENERGY CORPLNT · Entity 3298 | Director | February 20, 2025 | February 24, 2025 |
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | May 22, 2025 | May 27, 2025 |
| PG&E CorpPCG · Entity 3143 | Director | September 30, 2026 | October 02, 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.
ALLIANT ENERGY CORP
Report date February 20, 2025 · Filed February 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 314,400.317 |
Reported balance
After 2025-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-20 · Grant · Acquired 32,198.954 · Balance 314,400.317 F1: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. |
| Common StockSEC Table I · non-derivative | Direct | 289,939.317 |
Reported balance
After 2025-02-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-20 · Tax withholding · Disposed 24,461 · Balance 289,939.317 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 11,560.732 |
Reported balance
Holding disclosure · report date 2025-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,560.732 F2: Reflects 401(k) holdings as of this filing date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.
F2: Reflects 401(k) holdings as of this filing date.
PACIFIC GAS & ELECTRIC Co
Report date May 22, 2025 · Filed May 27, 2025
This filing explicitly reported no securities owned.
PG&E Corp
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,685.19 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Purchase · Acquired 7,500 · Balance 36,685.19 F1: This total reflects the acquisition of 61.75 Restricted Stock Units (RSUs) on 7/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This total reflects the acquisition of 61.75 Restricted Stock Units (RSUs) on 7/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 Long-Term Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| December 02, 2016 Filed Dec 6, 2016 21:46 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.2023 | $35.99 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000211 · wf-form4_148106079306991.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,111.7272 Underlying: Common Stock · 1.2023 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 20:22 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.2141 | $35.64 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000209 · wf-form4_147984611395600.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,110.5249 Underlying: Common Stock · 1.2141 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 22:24 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.1749 | $36.83 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000207 · wf-form4_147855748123354.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,915.3446 Underlying: Common Stock · 1.1749 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| October 21, 2016 Filed Oct 24, 2016 21:00 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.1673 | $37.07 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000198 · wf-form4_147734282034692.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,914.1697 Underlying: Common Stock · 1.1673 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 19:34 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.1842 | $36.54 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000182 · wf-form4_147621446839922.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,913.0024 Underlying: Common Stock · 1.1842 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 20:16 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.0788 | $40.11 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000177 · wf-form4_147492096996628.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,911.8182 Underlying: Common Stock · 1.0788 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 15:19 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantDeferred Common Stock Units · Derivative | 1.1647 | $37.15 Strike: $0.00 | $43.27 |
DisclosureSEC source: 0000352541-16-000173 · wf-form4_147377998267204.xml · derivative · entry 1 LARSEN JOHN O · CIK 0001483963 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,910.7394 Underlying: Common Stock · 1.1647 shares Expires not disclosed F1 · derivative.exercise_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F1 · derivative.expiration_date: Units are to be settled in shares of common stock upon the reporting person's retirement or other termination of services. F2 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. 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.