Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEYERHAEUSER COWY · Entity 3314 | Director · President and CEO | March 01, 2026 | March 03, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | May 21, 2026 | May 22, 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.
WEYERHAEUSER CO
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 1,202,826.3068 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Tax withholding · Disposed 48,338 · Balance 1,246,670.3068 F1: These shares are being withheld to cover taxes for restricted stock unit vestings. The number of shares reflects the settlement of fractional shares in cash upon full vesting of the 2022 restricted stock unit award. Row 2 · 2026-03-01 · Tax withholding · Disposed 43,844 · Balance 1,202,826.3068 F2: These shares are being withheld to cover taxes for a performance share unit vesting. The number of shares reflects the settlement of fractional shares in cash upon full vesting of the 2023 performance stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are being withheld to cover taxes for restricted stock unit vestings. The number of shares reflects the settlement of fractional shares in cash upon full vesting of the 2022 restricted stock unit award.
F2: These shares are being withheld to cover taxes for a performance share unit vesting. The number of shares reflects the settlement of fractional shares in cash upon full vesting of the 2023 performance stock unit award.
XCEL ENERGY INC
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,798.052 |
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 2,253.944 · Balance 7,798.052 F1: Represents stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2: Includes 99.248 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash.
F2: Includes 99.248 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
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 |
|---|---|---|---|---|---|---|
| February 08, 2022 Filed Feb 10, 2022 01:10 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 11,980 | $40.98 | $490,940.40 |
DisclosureSEC source: 0001209191-22-008252 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,717.2847 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 14, 2021 Filed Feb 17, 2021 01:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 9,319 | $35.04 | $326,537.76 |
DisclosureSEC source: 0001209191-21-011073 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,146.5615 F2 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 01:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 92,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011073 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,465.5615 F1 · shares: These shares were granted pursuant to a restricted stock unit award that vests 25% each year from the grant date. Read SEC document |
| February 11, 2021 Filed Feb 13, 2021 02:36 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 8,442 | $34.40 | $290,404.80 |
DisclosureSEC source: 0001209191-21-010528 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,886.5615 F2 · shares: These shares are being withheld to cover taxes for a performance share unit vesting. Read SEC document |
| February 11, 2021 Filed Feb 13, 2021 02:36 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 21,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010528 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,328.5615 F1 · shares: Represents shares acquired pursuant to a previously granted performance share unit award. Reported shares include accrued and reinvested dividends. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:52 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 1,829 | $35.16 | $64,307.64 |
DisclosureSEC source: 0001209191-21-009740 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,875.5615 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. F2 · balance_after: Reflects the settlement of fractional shares in cash upon full vesting of the 2017 restricted stock unit award. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:32 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 13,822 | $34.40 | $475,476.80 |
DisclosureSEC source: 0001209191-21-008816 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,705.3066 F1 · shares: These shares are being withheld to cover taxes for restricted stock unit vestings. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:19 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 92,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009970 · doc4.xml · nonDerivative · entry 3 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,071.1824 F3 · shares: These shares were granted pursuant to a restricted stock unit award that vests 25% each year from the grant date. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:19 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 2,819 | $28.58 | $80,567.02 |
DisclosureSEC source: 0001209191-20-009970 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,951.1824 F2 · shares: These shares are being withheld to cover taxes for a performance share unit vesting. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:19 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 7,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009970 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,770.1824 F1 · shares: Represents shares acquired pursuant to a previously granted performance share unit award. Reported shares include accrued and reinvested dividends. Read SEC document |
| February 09, 2020 Filed Feb 11, 2020 21:57 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 3,042 | $28.58 | $86,940.36 |
DisclosureSEC source: 0001209191-20-008354 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,608.1824 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 21:57 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 8,335 | $28.58 | $238,214.30 |
DisclosureSEC source: 0001209191-20-008354 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,650.1824 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 17:42 UTC | WEYERHAEUSER CO WY · Entity 3314 | PurchaseCommon | 5,195 | $23.03 | $119,640.33 |
DisclosureSEC source: 0001225208-19-009008 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,859 F1 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 23:11 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 481 | $25.40 | $12,217.40 |
DisclosureSEC source: 0001225208-19-002470 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,860 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. Read SEC document |
| February 09, 2019 Filed Feb 11, 2019 23:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 2,764 | $25.65 | $70,896.60 |
DisclosureSEC source: 0001225208-19-002182 · doc4.xml · nonDerivative · entry 5 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,341 F6 · shares: These shares are being withheld to cover taxes for a performance share unit vesting. Read SEC document |
| February 09, 2019 Filed Feb 11, 2019 23:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 1,867 | $25.65 | $47,888.55 |
DisclosureSEC source: 0001225208-19-002182 · doc4.xml · nonDerivative · entry 4 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,105 F5 · shares: These shares are being withheld to cover taxes for restricted stock unit vestings. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 23:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 1,320 | $25.91 | $34,201.20 |
DisclosureSEC source: 0001225208-19-002182 · doc4.xml · nonDerivative · entry 3 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,972 F4 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 23:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 109,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002182 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,292 F3 · shares: These shares were granted pursuant to a restricted stock unit award that vests 25% each year from the grant date. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:30 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 11,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002182 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,186 F1 · shares: Represents shares earned pursuant to a previously granted performance share unit award. Reported shares include accrued and reinvested dividends. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 21:46 UTC | WEYERHAEUSER CO WY · Entity 3314 | PurchaseCommon | 27,890 | $26.93 | $751,019.13 |
DisclosureSEC source: 0001225208-18-015524 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,171 F1 · price: The purchases of common stock were executed through several individual broker transactions. All purchases occurred within a one dollar price range. The reported purchase price is a weighted average purchase price; the actual purchase prices ranged from $26.9100 to $26.9300 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 23:57 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 912 | $35.48 | $32,357.76 |
DisclosureSEC source: 0001225208-18-007632 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,478 F3 · shares: These shares are being withheld to cover taxes for a performance share unit vesting. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 23:57 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 458 | $35.48 | $16,249.84 |
DisclosureSEC source: 0001225208-18-007632 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,390 F1 · shares: These shares are being withheld to cover taxes for a restricted stock unit vesting. F2 · balance_after: Reported holdings include shares acquired since the Reporting Person's last filing on Form 4 from dividend reinvestment transactions exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 12, 2018 Filed Feb 12, 2018 23:07 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 695 | $33.79 | $23,484.05 |
DisclosureSEC source: 0001225208-18-002570 · doc4.xml · nonDerivative · entry 4 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,799 F3 · shares: These shares are being withheld to cover taxes for restricted stock unit vestings. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 21:29 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 1,364 | $33.79 | $46,089.56 |
DisclosureSEC source: 0001225208-18-002902 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,435 F1 · shares: These shares are being withheld to cover taxes for performance share unit vestings. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 23:07 UTC | WEYERHAEUSER CO WY · Entity 3314 | Tax withholdingCommon | 1,869 | $33.60 | $62,798.40 |
DisclosureSEC source: 0001225208-18-002570 · doc4.xml · nonDerivative · entry 3 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,494 F3 · shares: These shares are being withheld to cover taxes for restricted stock unit vestings. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 23:07 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 4,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002570 · doc4.xml · nonDerivative · entry 2 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,363 F2 · shares: Represents shares earned (but not yet vested) pursuant to a previously granted performance share unit award. Reported shares include accrued and reinvested dividends. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 23:07 UTC | WEYERHAEUSER CO WY · Entity 3314 | GrantCommon | 19,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002570 · doc4.xml · nonDerivative · entry 1 Stockfish Devin W · CIK 0001613252 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,725 F1 · shares: These shares were granted pursuant to a restricted stock unit award that vests 25% each year from the grant date. 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.