Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | Director | May 01, 2026 | May 05, 2026 |
| Essential Utilities, Inc.WTRG · Entity 3473 | Director · Chief Executive Officer | February 22, 2026 | February 24, 2026 |
| ITC Holdings Corp.ITC · Entity 181602 | Director | October 14, 2016 | October 18, 2016 |
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.
CENTERPOINT ENERGY INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,039 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 4,037 · Balance 25,039 F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock granted under the Issuer's Stock Plan for Outside Directors, as amended and restated.
Essential Utilities, Inc.
Report date February 22, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 345,456 |
Ending reported balance
After 2026-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-22 · Grant · Acquired 25,332 · Balance 363,420 F1: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Row 2 · 2026-02-22 · Tax withholding · Disposed 17,964 · Balance 345,456 F2: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%.
F2: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units.
ITC Holdings Corp.
Report date October 14, 2016 · Filed October 18, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Without Par ValueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-10-14 · Disposition to issuer · Disposed 5,806 · Balance 6,549 F1: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Row 2 · 2016-10-14 · Disposition to issuer · Disposed 6,549 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash.
F2: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time.
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 23, 2018 Filed Feb 27, 2018 18:34 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Tax withholdingCommon Stock | 12,401 | $34.57 | $428,691.41 |
DisclosureSEC source: 0001127602-18-008615 · form4.xml · nonDerivative · entry 2 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,279 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 18:34 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 19,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008615 · form4.xml · nonDerivative · entry 1 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,680 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/23/2015. Represents vesting at 109.19% of target. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:09 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Tax withholdingCommon Stock | 5,574 | $31.16 | $173,688.63 |
DisclosureSEC source: 0001127602-17-009316 · form4.xml · nonDerivative · entry 2 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,708 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:09 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 8,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009316 · form4.xml · nonDerivative · entry 1 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,282 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/27/2014. Represents vesting at 97.3% of target. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:22 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 27,053 | $30.47 Strike: $30.47 | $824,304.91 |
DisclosureSEC source: 0001127602-17-008285 · form4.xml · derivative · entry 3 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,053 Underlying: Common Stock · 27,053 shares Expires 2027-02-22 F3 · shares: Grant of 27,053 shares of stock options which vest one-third each year on the anniversary of the grant. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:22 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 13,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008285 · form4.xml · nonDerivative · entry 1 Franklin Chris · CIK 0001390811 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,109 F1 · shares: Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on February 22, 2020. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 21:37 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 6,549 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064951 · form4.xml · nonDerivative · entry 2 Franklin Chris · CIK 0001390811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Agreement and Plan of Merger among FortisUS Inc., Element Acquisition Sub Inc., Fortis Inc., and ITC Holdings Corp., dated as of February 9, 2016 (the "Merger Agreement"), at the effective time of the merger (the "Effective Time), each outstanding share converted into the right to receive US$22.57 plus .7520 of a share of Fortis Inc. stock, which fractional share had a market value of US$29.84 at the Effective Time. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 21:37 UTC | ITC Holdings Corp. ITC · Entity 181602 | Disposition to issuerCommon Stock Without Par Value | 5,806 | $45.72 | $265,450.32 |
DisclosureSEC source: 0001127602-16-064951 · form4.xml · nonDerivative · entry 1 Franklin Chris · CIK 0001390811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,549 F1 · price: Reporting Person held unvested restricted shares granted in 2014, 2015 and 2016 with time-based performance criteria. Pursuant to the Merger Agreement, these shares became vested at the Effective Time and converted into the right to receive cash. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:37 UTC | ITC Holdings Corp. ITC · Entity 181602 | GrantCommon Stock Without Par Value | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064033 · form4.xml · nonDerivative · entry 1 Franklin Chris · CIK 0001390811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,355 F1 · shares: This is a grant of restricted stock that will vest on March 31, 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.