Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | October 11, 2019 | October 21, 2019 |
| PG&E CorpPCG · Entity 3143 | Director | May 21, 2026 | May 26, 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.
PACIFIC GAS & ELECTRIC Co
Report date October 11, 2019 · Filed October 21, 2019
This filing explicitly reported no securities owned.
PG&E Corp
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 253,410 |
Reported balance
After 2026-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 10,948 · Balance 253,410 F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2: This total reflects the acquisition of 20.34 RSUs on 7/15/2025, 15.88 RSUs on 10/15/2025, 33.62 RSUs on 1/15/2026, and 30.61 RSUs on 4/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award.
F2: This total reflects the acquisition of 20.34 RSUs on 7/15/2025, 15.88 RSUs on 10/15/2025, 33.62 RSUs on 1/15/2026, and 30.61 RSUs on 4/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
OCLARO, INC.
Report date December 10, 2018 · Filed December 10, 2018
Section 16 reporting ended · disclosed 2018-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-10 transaction · row 1
1 source rowRow 1 · 2018-12-10 · Disposition to issuer · Disposed 248,736 · Balance 0 F1: Pursuant to Agreement and Plan of Merger, dated March 11, 2018 (the "Merger Agreement"), Lumentum Holdings Inc. ("Lumentum") acquired Oclaro, Inc. ("Oclaro") in a merger transaction (the "Merger") which became effective on December 10, 2018. At the effective time of the Merger, each share of Oclaro common stock converted into the right to receive, without interest, (a) $5.60 in cash and (b) 0.0636 of a share of common stock of Lumentum ("Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Agreement and Plan of Merger, dated March 11, 2018 (the "Merger Agreement"), Lumentum Holdings Inc. ("Lumentum") acquired Oclaro, Inc. ("Oclaro") in a merger transaction (the "Merger") which became effective on December 10, 2018. At the effective time of the Merger, each share of Oclaro common stock converted into the right to receive, without interest, (a) $5.60 in cash and (b) 0.0636 of a share of common stock of Lumentum ("Merger Consideration").
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 21, 2026 Filed May 26, 2026 20:31 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 10,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038130 · wk-form4_1779827515.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,410 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 20.34 RSUs on 7/15/2025, 15.88 RSUs on 10/15/2025, 33.62 RSUs on 1/15/2026, and 30.61 RSUs on 4/15/2026 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:23 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 10,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000103 · wk-form4_1748377419.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,363.71 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 5.48 RSUs on 7/15/2024, 4.74 RSUs on 10/15/2024, 14.36 RSUs on 1/15/2025 and 14.13 RSUs on 4/15/2025 pursuant to a dividend reinvestment feature of the PG&E Corporation 2021 LTIP. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:10 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 9,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000064 · wk-form4_1716322193.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,750 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. F2 · balance_after: This total reflects the acquisition of 6.33 RSUs on 1/15/24 and 6.66 RSUs on 4/15/24 pursuant to a dividend reinvestment feature of the LTIP. Read SEC document |
| May 19, 2023 Filed May 23, 2023 16:45 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 10,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000100 · wk-form4_1684860339.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,060 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. Read SEC document |
| May 19, 2022 Filed May 23, 2022 23:44 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 11,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-22-000084 · wf-form4_165334946402712.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,224 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant; the last day of a director's elected term; a director's death, disability, or termination following a change in control; or a change in control in which the acquiror does not assume, continue, or substitute the award. Read SEC document |
| May 20, 2021 Filed May 25, 2021 01:50 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 13,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017959 · form4.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,692 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long Term Incentive Plan (LTIP). RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis. As described in the LTIP, RSUs vest upon the earliest of one year from the date of grant, the last day of a director's elected term, or a director's death, disability, or termination following a change in control. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 00:56 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 55,539 | $10.88 | $604,264.32 |
DisclosureSEC source: 0001127602-21-008545 · form4.xml · nonDerivative · entry 2 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,231 Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 00:56 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 136,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008545 · form4.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,770 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2020. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. These performance shares were awarded in accordance with equity incentive compensation arrangements disclosed in a Form 8-K dated 7/29/2020 and filed on 8/4/2020. Read SEC document |
| November 17, 2020 Filed Nov 20, 2020 00:16 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 70,540 | $11.72 | $826,728.80 |
DisclosureSEC source: 0001127602-20-029624 · form4.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,022 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:03 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 163,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022909 · form4.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,562 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:55 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 11,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021132 · form4.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,628 F1 · shares: Common stock awarded under the PG&E Corporation 2014 Long-Term Incentive Plan and vested upon PG&E Corporation's emergence from Chapter 11, as described on p. 9 of PG&E Corporation's Form 10-K/A filed on March 31, 2020. Read SEC document |
| December 10, 2018 Filed Dec 10, 2018 17:00 UTC | OCLARO, INC. OCLR · Entity 161934 | Disposition to issuerCommon Stock | 248,736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-007614 · marketforms-43221.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to Agreement and Plan of Merger, dated March 11, 2018 (the "Merger Agreement"), Lumentum Holdings Inc. ("Lumentum") acquired Oclaro, Inc. ("Oclaro") in a merger transaction (the "Merger") which became effective on December 10, 2018. At the effective time of the Merger, each share of Oclaro common stock converted into the right to receive, without interest, (a) $5.60 in cash and (b) 0.0636 of a share of common stock of Lumentum ("Merger Consideration"). Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 19:00 UTC | OCLARO, INC. OCLR · Entity 161934 | GrantCommon Stock | 18,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-006897 · marketforms-40175.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,736 F1 · kind: Represents a grant of restricted stock awards, which vests 100% on the first anniversary of the date of grant. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 18:44 UTC | OCLARO, INC. OCLR · Entity 161934 | GrantCommon Stock | 12,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-16-014906 · marketforms-37141.xml · nonDerivative · entry 1 Smith William Lloyd · CIK 0001461966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,974 F1 · kind: Represents a grant of restricted stock awards, which vests 100% on the first anniversary of the date of grant. 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.