Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSOLIDATED EDISON INCED · Entity 3081 | Director | February 15, 2023 | February 17, 2023 |
| NISOURCE INC.NI · Entity 3270 | Director | May 11, 2026 | May 13, 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.
CONSOLIDATED EDISON INC
Report date February 15, 2023 · Filed February 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,641.205 |
Reported balance
After 2023-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-15 · Exercise / conversion · Acquired 31,826 · Balance 46,641.205 F1: Represents the pro-rata vested portion of the Performance Units granted in 2020 to the reporting person while he was CEO, under the Long Term Incentive Plan of the Company (the "LTIP"), that vested for which the reporting person elected to receive the value in cash. The number of shares has been adjusted from the original reporting based upon the achievement of the performance criteria. Each Performance Unit is the economic equivalent of one share of Company common stock. |
| Common StockSEC Table I · non-derivative | Direct | 14,930.063 |
Reported balance
After 2023-02-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-15 · Disposition to issuer · Disposed 31,826 · Balance 14,930.063 F1: Represents the pro-rata vested portion of the Performance Units granted in 2020 to the reporting person while he was CEO, under the Long Term Incentive Plan of the Company (the "LTIP"), that vested for which the reporting person elected to receive the value in cash. The number of shares has been adjusted from the original reporting based upon the achievement of the performance criteria. Each Performance Unit is the economic equivalent of one share of Company common stock. F2: Includes 40.807, 36.627, and 37.424, Deferred Stock Units acquired on March 15, 2022, June 15, 2022, and December 15, 2022 respectively pursuant to the LTIP's dividend reinvestment provision. |
| Performance UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-15 · Exercise / conversion · Disposed 31,826 · Balance 0 F1: Represents the pro-rata vested portion of the Performance Units granted in 2020 to the reporting person while he was CEO, under the Long Term Incentive Plan of the Company (the "LTIP"), that vested for which the reporting person elected to receive the value in cash. The number of shares has been adjusted from the original reporting based upon the achievement of the performance criteria. Each Performance Unit is the economic equivalent of one share of Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the pro-rata vested portion of the Performance Units granted in 2020 to the reporting person while he was CEO, under the Long Term Incentive Plan of the Company (the "LTIP"), that vested for which the reporting person elected to receive the value in cash. The number of shares has been adjusted from the original reporting based upon the achievement of the performance criteria. Each Performance Unit is the economic equivalent of one share of Company common stock.
F2: Includes 40.807, 36.627, and 37.424, Deferred Stock Units acquired on March 15, 2022, June 15, 2022, and December 15, 2022 respectively pursuant to the LTIP's dividend reinvestment provision.
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 | 15,777.114 |
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 15,777.114 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.
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 |
|---|---|---|---|---|---|---|
| September 30, 2016 Filed Oct 6, 2016 21:03 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | PurchaseCommon Stock | 52.57 | $75.49 | $3,968.51 |
DisclosureSEC source: 0001047862-16-000358 · edgar.xml · nonDerivative · entry 1 McAvoy John · CIK 0001564677 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,551.04 F1 · shares: Purchase of shares of common stock of Consolidated Edison, Inc. (the "Company") under the Company's Stock Purchase Plan. F2 · balance_after: Total includes 102.34 Deferred Stock Units ("DSUs") acquired on September 15, 2016 pursuant to the Company Long Term Incentive Plan's dividend reinvestment provision. Each DSU represents one share of the Company's common stock. Read SEC document |
| September 15, 2016 Filed Sep 15, 2016 21:17 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | PurchaseCommon Stock | 28 | $74.20 | $2,077.60 |
DisclosureSEC source: 0001047862-16-000351 · edgar.xml · nonDerivative · entry 1 McAvoy John · CIK 0001564677 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,396.13 F1 · kind: The purchase reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 13, 2016. Read SEC document |
| August 31, 2016 Filed Sep 7, 2016 22:01 UTC | CONSOLIDATED EDISON INC ED · Entity 3081 | PurchaseCommon Stock | 30.02 | $77.14 | $2,315.74 |
DisclosureSEC source: 0001047862-16-000349 · edgar.xml · nonDerivative · entry 1 McAvoy John · CIK 0001564677 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,368.13 F1 · shares: Purchase of shares of common stock of Consolidated Edison, Inc. (the "Company") under the Company's Stock Purchase Plan. 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.