Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NISOURCE INC.NI · Entity 3270 | Director | May 11, 2026 | May 13, 2026 |
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | May 02, 2019 | May 13, 2019 |
| PG&E CorpPCG · Entity 3143 | CEO and President | March 06, 2020 | March 10, 2020 |
| Terrestrial Energy Inc. /DE/IMSR · Entity 5288 | Director | December 18, 2025 | January 09, 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.
NISOURCE INC.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,431.355 |
Reported balance
After 2026-05-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 3,807 · Balance 28,431.355 F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan.
F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs.
PACIFIC GAS & ELECTRIC Co
Report date May 02, 2019 · Filed May 13, 2019
This filing explicitly reported no securities owned.
PG&E Corp
Report date March 06, 2020 · Filed March 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,718 |
Reported balance
After 2020-03-06 transaction · row 1
1 source rowRow 1 · 2020-03-06 · Grant · Acquired 51,411 · Balance 139,718 F1: Restricted stock units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. The RSUs were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated April 10, 2019. |
| Common StockSEC Table I · non-derivative | IndirectHeld by Trustee of PG&E Corporation Retirement Savings Plan | 1,028.7 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,028.7 F2: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/6/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. The RSUs were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated April 10, 2019.
F2: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/6/20.
Terrestrial Energy Inc. /DE/
Report date December 18, 2025 · Filed January 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,894 |
Reported balance
After 2025-12-18 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-12-18 · Grant · Acquired 1,029 · Balance 6,894 F1: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F2: On December 22, 2025, the Reporting Person filed a Form 4 in which there was an inadvertent error in the number of reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026.
F2: On December 22, 2025, the Reporting Person filed a Form 4 in which there was an inadvertent error in the number of reported restricted stock units.
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 11, 2026 Filed May 13, 2026 20:22 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 3,807 | $47.03 | $179,043.21 |
DisclosureSEC source: 0001111711-26-000061 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,431.355 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:19 UTC | Terrestrial Energy Inc. /DE/ IMSR · Entity 5288 | GrantResricted Stock Units · Derivative | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-25-000043 · form4.xml · derivative · entry 2 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,585 Underlying: Common Stock · 1,720 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:19 UTC | Terrestrial Energy Inc. /DE/ IMSR · Entity 5288 | GrantRestricted Stock Units · Derivative | 5,865 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-25-000043 · form4.xml · derivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,865 Underlying: Common Stock · 5,865 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. Read SEC document |
| December 18, 2025 Filed Jan 9, 2026 21:29 UTC Amendment | Terrestrial Energy Inc. /DE/ IMSR · Entity 5288 | GrantRestricted Stock Units · Derivative | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-26-000002 · form4a.xml · derivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,894 Underlying: Common Stock · 1,029 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F2 · shares: On December 22, 2025, the Reporting Person filed a Form 4 in which there was an inadvertent error in the number of reported restricted stock units. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to acquire one share of Common Stock. So long as the Reporting Person provides continuous service to Terrestrial Energy, Inc., 100% of the restricted stock units will vest on December 31, 2026. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:47 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 4,541 | $38.32 | $174,011.12 |
DisclosureSEC source: 0001127602-25-014316 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,008.651 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:41 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,042 | $28.80 | $174,009.60 |
DisclosureSEC source: 0001127602-24-015476 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,921.736 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 23, 2023 Filed May 25, 2023 20:39 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 6,031 | $27.36 | $165,008.16 |
DisclosureSEC source: 0001127602-23-016878 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,510.438 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| May 24, 2022 Filed May 25, 2022 20:22 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,282 | $31.24 | $165,009.68 |
DisclosureSEC source: 0001127602-22-015612 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,259.22 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 16:57 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 969.694 | $30.09 | $29,178.09 |
DisclosureSEC source: 0001127602-22-010016 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 969.694 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 00:00 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 51,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009986 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,718 F1 · shares: Restricted stock units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. The RSUs were awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated April 10, 2019. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:39 UTC | PG&E Corp PCG · Entity 3143 | GrantStock Option (Right to Buy) · Derivative | 363,022 | $0.00 Strike: $50.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007778 · form4.xml · derivative · entry 6 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,022 Underlying: Common Stock · 363,022 shares Expires 2024-08-14 F5 · derivative.exercise_date: On August 14, 2019, the reporting person was granted an option to purchase 1,066,667 shares of common stock. The option vests in three equal installments and the number of options that the reporting person is entitled to exercise is based on the Compensation Committee's certification of the extent to which certain performance goals have been met for each of the fiscal years ending December 31, 2019, 2020, and 2021. These performance-based option awards were made in accordance with equity incentive compensation arrangements disclosed in Form 8-Ks dated 4/10/2019 and 6/14/2019. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:39 UTC | PG&E Corp PCG · Entity 3143 | GrantStock Option (Right to Buy) · Derivative | 340,333 | $0.00 Strike: $40.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007778 · form4.xml · derivative · entry 5 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,333 Underlying: Common Stock · 340,333 shares Expires 2023-08-14 F4 · derivative.exercise_date: On August 14, 2019, the reporting person was granted an option to purchase 1,000,000 shares of common stock. The option vests in three equal installments and the number of options that the reporting person is entitled to exercise is based on the Compensation Committee's certification of the extent to which certain performance goals have been met for each of the fiscal years ending December 31, 2019, 2020, and 2021. These performance-based option awards were made in accordance with equity incentive compensation arrangements disclosed in Form 8-Ks dated 4/10/2019 and 6/14/2019. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:39 UTC | PG&E Corp PCG · Entity 3143 | GrantStock Option (Right to Buy) · Derivative | 272,266 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007778 · form4.xml · derivative · entry 4 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,266 Underlying: Common Stock · 272,266 shares Expires 2023-08-14 F3 · derivative.exercise_date: On August 14, 2019, the reporting person was granted an option to purchase 800,000 shares of common stock. The option vests in three equal installments and the number of options that the reporting person is entitled to exercise is based on the Compensation Committee's certification of the extent to which certain performance goals have been met for each of the fiscal years ending December 31, 2019, 2020, and 2021. These performance-based option awards were made in accordance with equity incentive compensation arrangements disclosed in Form 8-Ks dated 4/10/2019 and 6/14/2019. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:39 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 39,346 | $17.92 | $705,080.32 |
DisclosureSEC source: 0001127602-20-007778 · form4.xml · nonDerivative · entry 2 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,307 Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 00:39 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 96,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007778 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,653 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2019. 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 Form 8-Ks dated 4/10/2019 and 6/14/2019. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 22:53 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 31,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028269 · form4.xml · nonDerivative · entry 1 JOHNSON WILLIAM D · CIK 0001183048 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,413 F1 · shares: Restricted stock units awarded in accordance with equity incentive compensation arrangements disclosed in Form 8-K dated April 10, 2019. 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.