Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Controller, CAO | September 08, 2026 | September 09, 2026 |
| EDISON INTERNATIONALEIX · Entity 3225 | VICE PRESIDENT AND CONTROLLER | March 01, 2023 | March 03, 2023 |
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 September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,856 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Sale · Disposed 2,000 · Balance 15,856 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 5, 2026.
EDISON INTERNATIONAL
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-qualified Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $64.59 · Expires 2033-01-03 | Direct | 7,101 |
Reported balance
After 2023-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 7,101 · Balance 7,101 F1: The options vest in three equal annual installments beginning on January 2, 2024, and thereafter on January 2, 2025 and January 2, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-01-02 | Direct | 1,391 |
Reported balance
After 2023-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-01 · Grant · Acquired 1,391 · Balance 1,391 F2: 1 for 1: Each restricted stock unit is equal in value to one share of Edison International Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest in three equal annual installments beginning on January 2, 2024, and thereafter on January 2, 2025 and January 2, 2026.
F2: 1 for 1: Each restricted stock unit is equal in value to one share of Edison International Common Stock.
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 08, 2026 Filed Sep 9, 2026 16:42 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 2,000 | $125.00 | $250,000.00 |
DisclosureSEC source: 0001628280-26-061067 · wk-form4_1788972156.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,856 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 5, 2026. Read SEC document |
| May 01, 2026 Filed May 5, 2026 16:23 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 636 | $136.91 | $87,074.76 |
DisclosureSEC source: 0001628280-26-030282 · wk-form4_1777998208.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,780 F1 · shares: A portion of the Reporting Person's restricted stock units (2,147) granted on May 9, 2023, vested on May 1, 2026. Upon vesting, 636 restricted stock units were withheld to satisfy the Reporting Person's tax liability. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 17:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 24 | $132.31 | $3,175.44 |
DisclosureSEC source: 0001628280-26-017104 · wk-form4_1773335159.xml · nonDerivative · entry 2 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,341 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 17:06 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 52 | $132.31 | $6,880.12 |
DisclosureSEC source: 0001628280-26-017104 · wk-form4_1773335159.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,365 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 17:01 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 1,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013083 · wk-form4_1772470877.xml · nonDerivative · entry 2 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,313 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 17:01 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 5,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013083 · wk-form4_1772470877.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,075 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 118 | $132.03 | $15,579.54 |
DisclosureSEC source: 0001628280-26-011539 · wk-form4_1772049148.xml · nonDerivative · entry 3 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,124 F3 · shares: A portion of the reporting person's restricted stock units (398) granted on February 18, 2025, vested on February 21, 2026. Upon vesting, 118 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 168 | $132.03 | $22,181.04 |
DisclosureSEC source: 0001628280-26-011539 · wk-form4_1772049148.xml · nonDerivative · entry 2 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,242 F2 · shares: A portion of the reporting person's restricted stock units (511) granted on February 23, 2024, vested on February 21, 2026. Upon vesting, 168 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 169 | $132.03 | $22,313.07 |
DisclosureSEC source: 0001628280-26-011539 · wk-form4_1772049148.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,410 F1 · shares: A portion of the reporting person's restricted stock units (481) granted on May 9, 2023, vested on February 21, 2026. Upon vesting, 169 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 1,919 | $130.24 | $249,930.56 |
DisclosureSEC source: 0001628280-26-009600 · wk-form4_1771527221.xml · nonDerivative · entry 1 Dixon Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,579 F1 · security: Each restricted stock unit represents a right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2027, February 21, 2028, and February 21, 2029. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 2 | $107.31 | $214.62 |
DisclosureSEC source: 0001398889-25-000092 · wk-form4_1741811953.xml · nonDerivative · entry 2 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,435 Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 171 | $107.32 | $18,351.72 |
DisclosureSEC source: 0001398889-25-000092 · wk-form4_1741811953.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,437 Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 177 | $105.33 | $18,643.41 |
DisclosureSEC source: 0001398889-25-000062 · wk-form4_1740504891.xml · nonDerivative · entry 2 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,266 F2 · shares: A portion of the reporting person's restricted stock units (493 ) granted on February 23, 2024 vested on February 21, 2025. Upon vesting, 177 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 167 | $105.33 | $17,590.11 |
DisclosureSEC source: 0001398889-25-000062 · wk-form4_1740504891.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,443 F1 · shares: A portion of the reporting person's restricted stock units (465) granted on May 9, 2023 vested on February 21, 2025. Upon vesting, 167 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 15:41 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 1,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000048 · wk-form4_1740066112.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,610 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, 2026, February 21, 2027 and February 21, 2028. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 2 | $83.84 | $167.68 |
DisclosureSEC source: 0001398889-24-000103 · wk-form4_1711485559.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,140 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000069 · wk-form4_1709059987.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,039 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, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 162 | $82.56 | $13,374.72 |
DisclosureSEC source: 0001398889-24-000048 · wk-form4_1708714775.xml · nonDerivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,599 F1 · shares: A portion of the reporting person's restricted stock units (448) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 162 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| January 19, 2024 Filed Feb 12, 2024 21:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units · Derivative | 6,435 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001398889-24-000028 · wk-form4_1707773942.xml · derivative · entry 1 Sturgess Kate · CIK 0001927283 · Controller, CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,761 Underlying: Common Stock · 6,435 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of AEP common stock. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AEP common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AEP common stock. F2 · derivative.expiration_date: The restricted stock units vest on February 21, 2027 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:49 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantRestricted Stock Units · Derivative | 1,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004022 · form4-03032023_070344.xml · derivative · entry 2 Sturgess Kate · CIK 0001927283 · VICE PRESIDENT AND CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,391 Underlying: Common Stock · 1,391 shares Expires 2026-01-02 F2 · derivative.exercise_price: 1 for 1: Each restricted stock unit is equal in value to one share of Edison International Common Stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:49 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantNon-qualified Stock Options (Right to Buy) · Derivative | 7,101 | $0.00 Strike: $64.59 | $0.00 |
DisclosureSEC source: 0001415889-23-004022 · form4-03032023_070344.xml · derivative · entry 1 Sturgess Kate · CIK 0001927283 · VICE PRESIDENT AND CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,101 Underlying: Common Stock · 7,101 shares Expires 2033-01-03 F1 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 2, 2024, and thereafter on January 2, 2025 and January 2, 2026. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:08 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantRestricted Stock Units · Derivative | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007154 · form4-07012022_010735.xml · derivative · entry 2 Sturgess Kate · CIK 0001927283 · VICE PRESIDENT AND CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075.2033 Underlying: Common Stock · 253 shares Expires 2025-01-02 F2 · derivative.exercise_price: 1 for 1: Each restricted stock unit is equal in value to one share of Edison International Common Stock. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:08 UTC | EDISON INTERNATIONAL EIX · Entity 3225 | GrantNon-qualified Stock Options (Right to Buy) · Derivative | 1,426 | $0.00 Strike: $63.24 | $0.00 |
DisclosureSEC source: 0001415889-22-007154 · form4-07012022_010735.xml · derivative · entry 1 Sturgess Kate · CIK 0001927283 · VICE PRESIDENT AND CONTROLLER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 1,426 shares Expires 2032-01-02 F1 · derivative.exercise_date: 476 options will vest on January 3, 2023 and the rest will vest in two equal annual installments on January 2, 2024 and January 2, 2025. 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.