Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | President, CEO | February 21, 2024 | February 23, 2024 |
| JACOBS SOLUTIONS INC.J · Entity 3307 | Director | January 29, 2026 | February 02, 2026 |
| PARK NATIONAL CORP /OH/PRK · Entity 4137 | Director | December 31, 2020 | February 12, 2021 |
| TETRA TECHNOLOGIES INCTTI · Entity 570 | Director | May 22, 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.
AMERICAN ELECTRIC POWER CO INC
Report date February 21, 2024 · Filed February 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,855 |
Ending reported balance
After 2024-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-21 · Tax withholding · Disposed 855 · Balance 53,267 F1: A portion of the reporting person's restricted stock units (1,867 ) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 855 restricted stock units were withheld to satisfy the reporting person's tax liability. Row 2 · 2024-02-21 · Tax withholding · Disposed 3,412 · Balance 49,855 F2: A portion of the reporting person's restricted stock units (7,446) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 3,412 restricted stock units were withheld to satisfy the reporting person's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of the reporting person's restricted stock units (1,867 ) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 855 restricted stock units were withheld to satisfy the reporting person's tax liability.
F2: A portion of the reporting person's restricted stock units (7,446) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 3,412 restricted stock units were withheld to satisfy the reporting person's tax liability.
JACOBS SOLUTIONS INC.
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,620 |
Reported balance
After 2026-01-29 transaction · row 1
1 source rowRow 1 · 2026-01-29 · Grant · Acquired 1,468 · Balance 4,620 F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date.
PARK NATIONAL CORP /OH/
Report date December 31, 2020 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,500 |
| Common SharesSEC Table I · non-derivative | IndirectThrough DRIP | 279.041 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 279.041 F1: Includes 26.7780 common shares of Park National Corporation ("Park") held in the reporting person's account under the Park National Corporation Dividend Reinvestment Plan (the "DRIP") which were acquired since the most recent reportable transaction date of October 27, 2020. |
| Common SharesSEC Table I · non-derivative | IndirectJulia A. Sloat - Fidelity Account | 400 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 26.7780 common shares of Park National Corporation ("Park") held in the reporting person's account under the Park National Corporation Dividend Reinvestment Plan (the "DRIP") which were acquired since the most recent reportable transaction date of October 27, 2020.
TETRA TECHNOLOGIES INC
Report date May 22, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,987 |
Reported balance
After 2026-05-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 13,987 · Balance 13,987 F1: Each restricted stock unit ("RSU") represents the contingent right to receive, once vested and as soon as practicable after the Reporting Person no longer serves as a director, one share of Issuer's common stock. The closing price of the Issuer's common stock on the date of this RSU award was $10.41. F2: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the contingent right to receive, once vested and as soon as practicable after the Reporting Person no longer serves as a director, one share of Issuer's common stock. The closing price of the Issuer's common stock on the date of this RSU award was $10.41.
F2: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Evoqua Water Technologies Corp.
Report date May 24, 2023 · Filed May 26, 2023
Section 16 reporting ended · disclosed 2023-05-26. 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 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Disposition to issuer · Disposed 4,691 · Balance 0 F1: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share.
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 26, 2026 22:18 UTC | TETRA TECHNOLOGIES INC TTI · Entity 570 | GrantRestricted Stock Units · Derivative | 13,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001643029-26-000004 · primarydocument.xml · derivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,987 Underlying: Common Stock · 13,987 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, once vested and as soon as practicable after the Reporting Person no longer serves as a director, one share of Issuer's common stock. The closing price of the Issuer's common stock on the date of this RSU award was $10.41. F2 · derivative.exercise_date: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion. F2 · derivative.expiration_date: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 22:38 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,468 | $136.29 | $200,073.72 |
DisclosureSEC source: 0001643029-26-000002 · form4-02022026_100217.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,620 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following (i) the one-year anniversary of the award date or (ii) the date of the Company's 2027 annual shareholder meeting occurring after December 31, 2026, provided that Director remains a director of the Company continuously through such vesting date. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:24 UTC | TETRA TECHNOLOGIES INC TTI · Entity 570 | GrantRestricted Stock Units · Derivative | 37,723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004853 · primarydocument.xml · derivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,723 Underlying: Common Stock · 37,723 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, once vested and as soon as practicable after the Reporting Person no longer serves as a director, one share of Issuer's common stock. The closing price of the Issuer's common stock on the date of this RSU award was $3.59. F2 · derivative.exercise_date: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion. F2 · derivative.expiration_date: This restricted stock unit ("RSU") award was granted pursuant to the TETRA Technologies, Inc. Third Amended and Restated 2018 Equity Incentive Plan. The Award will cliff vest on the one-year anniversary of the Grant Date. The Reporting Person has elected to defer settlement of RSUs in accordance with her deferral election form to the earlier to occur of (i) the consummation of a change in control of the Issuer and (ii) the date of her separation of service from the Issuer. Vested shares will be delivered to the reporting person on the settlement date unless the Issuer elects to settle the RSUs in cash, or a combination of shares and cash, in the Issuer's sole discretion. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 22:43 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,359 | $139.82 | $190,015.38 |
DisclosureSEC source: 0001415889-25-002771 · form4-02032025_100233.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,152 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following: (i) the one-year anniversary of the award date or (ii) the date of the Company's 2026 annual shareholder meeting occurring after December 31, 2025, provided that Director remains a director of the Company continuously through such vesting date. F2 · balance_after: The number of shares included in respect of previously reported grants of restricted stock units was increased to reflect an equitable adjustment in connection with the spin-off distribution of the Company's Critical Mission Solutions and Cyber & Intelligence government services businesses and the merger of these businesses with Amentum Parent Holdings LLC. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 3,412 | $82.56 | $281,694.72 |
DisclosureSEC source: 0001398889-24-000051 · wk-form4_1708714811.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,855 F2 · shares: A portion of the reporting person's restricted stock units (7,446) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 3,412 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 855 | $82.56 | $70,588.80 |
DisclosureSEC source: 0001398889-24-000051 · wk-form4_1708714811.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,267 F1 · shares: A portion of the reporting person's restricted stock units (1,867 ) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 855 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:59 UTC | JACOBS SOLUTIONS INC. J · Entity 3307 | GrantCommon Stock | 1,519 | $135.71 | $206,143.49 |
DisclosureSEC source: 0001209191-24-002387 · doc4.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,519 F1 · shares: Represents the receipt of restricted stock units pursuant to the Company's Outside Director Stock Plan. Each restricted stock unit represents the right to receive one share of Jacobs common stock at the time of vesting. The restricted stock units will become 100% vested on the first to occur of the following: (i) the one-year anniversary of the award date or (ii) the date of the Company's 2025 annual shareholder meeting occurring after December 31, 2024, provided that Director remains a director of the Company continuously through such vesting date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:46 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | Disposition to issuerCommon Stock | 4,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001604643-23-000100 · wf-form4_168513394943381.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the merger agreement among Xylem Inc., Fore Merger Sub, Inc. and the issuer, dated as of Jan. 22, 2023. Upon effectiveness of the merger on May 24, 2023, (i) each issued and outstanding share of issuer common stock was exchanged for 0.48 Xylem common shares, with cash paid in lieu of fractional shares, and (ii) unvested restricted stock units ("RSUs") were converted into RSUs for Xylem common shares, by multiplying the number of shares of issuer common stock underlying the award and 0.48, rounded down to the nearest whole share. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 823 | $92.65 | $76,250.95 |
DisclosureSEC source: 0001398889-23-000123 · wf-form4_168305784196675.xml · nonDerivative · entry 3 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,822 F3 · shares: A portion of the reporting person's restricted stock units (1,814) granted on February 15, 2021 vested on May 1, 2023. Upon vesting, 823 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 168 | $92.65 | $15,565.20 |
DisclosureSEC source: 0001398889-23-000123 · wf-form4_168305784196675.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,645 F2 · shares: A portion of the reporting person's restricted stock units (369) granted on February 17, 2020 vested on May 1, 2023. Upon vesting, 168 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 3,080 | $92.65 | $285,362.00 |
DisclosureSEC source: 0001398889-23-000123 · wf-form4_168305784196675.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,813 F1 · shares: A portion of the reporting person's restricted stock units (6,791) granted on April 1, 2022 vested on May 1, 2023. Upon vesting, 3,080 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000070 · wf-form4_167751966006696.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,904 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 4,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000070 · wf-form4_167751966006696.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,939 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 4035 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 19:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 556 | $90.85 | $50,512.60 |
DisclosureSEC source: 0001398889-23-000045 · wf-form4_167709586909412.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,622 F2 · shares: A portion of the reporting person's restricted stock units (1,793) granted on February 21, 2022 vested on February 21, 2023. Upon vesting, 556 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 19:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 21,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000045 · wf-form4_167709586909412.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,178 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:52 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 2,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001604643-23-000033 · wf-form4_167598313970159.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,691 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on February 7, 2024 and settle within 30 days thereafter. F2 · balance_after: The amount of these securities includes 4,691 unvested restricted stock units in respect of the issuer's common stock. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:13 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 30 | $86.45 | $2,593.50 |
DisclosureSEC source: 0001920310-22-000038 · wf-form4_166490711875808.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,314 F1 · shares: A portion of Ms. Sloat's restricted stock units (100) that were granted August 20, 2019 vested on October 1, 2022. Upon vesting 30 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| May 05, 2022 Filed May 9, 2022 17:09 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 1,803 | $100.15 | $180,570.45 |
DisclosureSEC source: 0001920310-22-000010 · wf-form4_165211613075173.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,871 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2021. Read SEC document |
| May 01, 2022 Filed May 2, 2022 21:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 533 | $99.11 | $52,825.63 |
DisclosureSEC source: 0001398889-22-000134 · wf-form4_165152747594948.xml · nonDerivative · entry 3 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,674 F4 · shares: A portion of Ms. Sloat's restricted stock units (1,756) that were granted 2/15/2021 vested on 5/1/2022. Upon vesting 533 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2022 Filed May 2, 2022 21:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 108 | $99.11 | $10,703.88 |
DisclosureSEC source: 0001398889-22-000134 · wf-form4_165152747594948.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,207 F3 · shares: A portion of Ms. Sloat's restricted stock units (356) that were granted 2/17/2020 vested on 5/1/2022. Upon vesting 108 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2022 Filed May 2, 2022 21:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 146 | $99.11 | $14,470.06 |
DisclosureSEC source: 0001398889-22-000134 · wf-form4_165152747594948.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,315 F1 · shares: A portion of Ms. Sloat's restricted stock units (481) that were granted 2/18/2019 vested on 5/1/2022. Upon vesting 146 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 18:31 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 19,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-22-000108 · wf-form4_164909706004846.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,460 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on May 1, 2023, May 1, 2024 and May 1, 2025. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 18:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock · Derivative | 32 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-22-000084 · wf-form4_164788802932141.xml · derivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,168 Underlying: Common Stock · 32 shares Expires 2022-03-18 F1 · security: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. F2 · price: Each Career Share is the economic equivalent of one share of AEP Common Stock. Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 22:59 UTC | Evoqua Water Technologies Corp. AQUA · Entity 113037 | GrantCommon Stock | 2,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001604643-22-000062 · wf-form4_164617551675780.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217 F1 · kind: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer through the vesting date, these restricted stock units are scheduled to vest on March 1, 2023 and settle within 30 days thereafter. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 19:12 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock · Derivative | 4,130 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-22-000063 · wf-form4_164607550132016.xml · derivative · entry 2 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 Underlying: Common Stock · 4,130 shares Expires 2022-02-25 F1 · security: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. F2 · price: Each Career Share is the economic equivalent of one share of AEP Common Stock. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 19:12 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-22-000063 · wf-form4_164607550132016.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,412 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:33 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 5,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-22-000045 · wf-form4_164563399381466.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,706 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on May 1, 2023, May 1, 2024 and May 1, 2025. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 18:09 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 45 | $81.38 | $3,662.10 |
DisclosureSEC source: 0001398889-21-000182 · wf-form4_163345737621856.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,380 F1 · shares: A portion of Ms. Sloat's restricted stock units (98) that were granted August 20, 2019 vested on October 1, 2021. Upon vesting 45 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:14 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 105 | $88.71 | $9,314.55 |
DisclosureSEC source: 0001398889-21-000105 · edgar.xml · nonDerivative · entry 3 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,315 F3 · shares: A portion of Ms. Sloat's restricted stock units (345) that were granted 2/17/2020 vested on 5/1/2021. Upon vesting 105 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:14 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 142 | $88.71 | $12,596.82 |
DisclosureSEC source: 0001398889-21-000105 · edgar.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,420 F2 · shares: A portion of Ms. Sloat's restricted stock units (465) that were granted 2/18/2019 vested on 5/1/2021. Upon vesting 142 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:14 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 156 | $88.71 | $13,838.76 |
DisclosureSEC source: 0001398889-21-000105 · edgar.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,562 F1 · shares: A portion of Ms. Sloat's restricted stock units (512) that were granted 2/19/2018 vested on 5/1/2021. Upon vesting 156 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on the closing price of the stock. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 19:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-21-000042 · edgar.xml · nonDerivative · entry 2 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,619 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 19:02 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 5,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-21-000042 · edgar.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,426 Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 19:13 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 5,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-21-000029 · edgar.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,599.603 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on May 1, 2022, May 1, 2023 and May 1, 2024. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 18:16 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | GrantCommon Shares | 450 | $94.79 | $42,655.50 |
DisclosureSEC source: 0000805676-20-000125 · wf-form4_160382258872899.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 20:55 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | GrantCommon Shares | 450 | $98.19 | $44,185.50 |
DisclosureSEC source: 0000805676-19-000104 · wf-form4_157246889152448.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 F1 · date: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). F1 · shares: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 15:17 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | GrantCommon Shares | 450 | $95.16 | $42,822.00 |
DisclosureSEC source: 0000805676-18-000146 · wf-form4_154039421100876.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · date: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). F1 · shares: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:05 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | GrantCommon Shares | 450 | $111.25 | $50,062.50 |
DisclosureSEC source: 0000805676-17-000106 · wf-form4_150887551821535.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 F1 · date: Common shares were awarded pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). F1 · shares: Common shares were awarded pursuant to and in accordance with the terms of the Park National Corporation 2017 Long-Term Incentive Plan for Non-Employee Directors (the "2017 Non-Employee Directors LTIP"). Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 13:30 UTC | PARK NATIONAL CORP /OH/ PRK · Entity 4137 | GrantCommon Shares | 350 | $95.45 | $33,407.50 |
DisclosureSEC source: 0000805676-16-000199 · wf-form4_147740223749516.xml · nonDerivative · entry 1 SLOAT JULIA A · CIK 0001643029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · shares: Common shares were awarded automatically pursuant to and in accordance with the terms of the Park National Corporation Stock Plan for Non-Employee Directors of Park National Corporation and Subsidiaries. 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.