Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Director · President and CEO | February 26, 2020 | March 24, 2020 |
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | Director | January 04, 2021 | January 09, 2021 |
| PG&E CorpPCG · Entity 3143 | Director · Chief Executive Officer | April 28, 2026 | April 29, 2026 |
| WHIRLPOOL CORP /DE/WHR · Entity 4355 | Director | April 18, 2023 | April 20, 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.
CMS ENERGY CORP
Report date February 26, 2020 · Filed March 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 465,186 |
Reported balance
After 2020-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-26 · Gift · Disposed 23,184 · Balance 465,186 F1: Annual charitable contribution. F2: The total holdings reflect an adjustment of 1854 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. |
| Common StockSEC Table I · non-derivative | Direct | 481,580 |
Reported balance
After 2020-03-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-03-20 · Grant · Acquired 16,394 · Balance 481,580 F3: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. |
| Common StockSEC Table I · non-derivative | Direct | 456,320 |
Reported balance
After 2020-03-20 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2020-03-20 · Tax withholding · Disposed 25,260 · Balance 456,320 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual charitable contribution.
F2: The total holdings reflect an adjustment of 1854 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan.
F3: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan.
PACIFIC GAS & ELECTRIC Co
Report date January 04, 2021 · Filed January 09, 2021
This filing explicitly reported no securities owned.
PG&E Corp
Report date April 28, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld by Patricia K. Poppe Revocable Living Trust | 2,273,268 |
Reported balance
After 2026-04-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-28 · Sale · Disposed 31,250 · Balance 2,273,268 F1: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on November 4, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.32 to $16.43, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 348,744 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 348,744 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on November 4, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.32 to $16.43, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4.
WHIRLPOOL CORP /DE/
Report date April 18, 2023 · Filed April 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,557 |
Reported balance
After 2023-04-18 transaction · row 1
1 source rowRow 1 · 2023-04-18 · Grant · Acquired 1,074 · Balance 2,557 F1: Annual stock award granted under the Omnibus Stock and Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award granted under the Omnibus Stock and Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 29, 2026 01:30 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 31,250 | $16.39 | $512,187.50 |
DisclosureSEC source: 0001628280-26-028071 · wk-form4_1777426221.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 2,273,268 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on November 4, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.32 to $16.43, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 00:12 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 3,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014908 · wk-form4_1772669552.xml · nonDerivative · entry 5 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,744 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 00:12 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 32,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014908 · wk-form4_1772669552.xml · nonDerivative · entry 4 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 2,304,518 Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 00:12 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 32,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014908 · wk-form4_1772669552.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,771 Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 00:12 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 39,972 | $19.11 | $763,864.92 |
DisclosureSEC source: 0001628280-26-014908 · wk-form4_1772669552.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,106 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:12 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 200,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014908 · wk-form4_1772669552.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 417,078 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:29 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 408,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014264 · wk-form4_1772584138.xml · nonDerivative · entry 4 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 2,272,183 Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:29 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 408,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014264 · wk-form4_1772584138.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,921 Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:29 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 487,041 | $19.00 | $9,253,779.00 |
DisclosureSEC source: 0001628280-26-014264 · wk-form4_1772584138.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,144 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:29 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 895,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014264 · wk-form4_1772584138.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,112,185 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan for the performance cycle ended 12/31/2025. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| February 18, 2026 Filed Feb 18, 2026 23:18 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 31,250 | $17.90 | $559,375.00 |
DisclosureSEC source: 0001628280-26-009313 · wk-form4_1771456695.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,863,960 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on November 4, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.79 to $18.07, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:54 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 216,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000028 · wk-form4_1741136079.xml · nonDerivative · entry 5 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,921 F3 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 LTIP. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:54 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 434,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000028 · wk-form4_1741136079.xml · nonDerivative · entry 4 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,895,210 Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:54 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 434,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000028 · wk-form4_1741136079.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:54 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 515,056 | $16.34 | $8,416,015.04 |
DisclosureSEC source: 0001004980-25-000028 · wk-form4_1741136079.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 434,988 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:54 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 950,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000028 · wk-form4_1741136079.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950,044 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan (LTIP) for the performance cycle ended 12/31/2024. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| December 02, 2024 Filed Dec 2, 2024 23:34 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 55,555 | $20.66 | $1,147,766.30 |
DisclosureSEC source: 0001004980-24-000126 · wk-form4_1733182449.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,460,222 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on August 5, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.53 to $20.80, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:17 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 59,000 | $17.08 | $1,007,720.00 |
DisclosureSEC source: 0001004980-24-000058 · wk-form4_1714594641.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,515,777 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on December 11, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.00 to 17.18, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:15 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 305,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000020 · wk-form4_1709673329.xml · nonDerivative · entry 4 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,574,777 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:15 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 305,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000020 · wk-form4_1709673329.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:15 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 354,427 | $16.60 | $5,883,488.20 |
DisclosureSEC source: 0001004980-24-000020 · wk-form4_1709673329.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,452 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units and restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:15 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 575,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000020 · wk-form4_1709673329.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,879 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2023. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 21:28 UTC | WHIRLPOOL CORP /DE/ WHR · Entity 4355 | GrantCommon Stock | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0000106640-23-000076 · wf-form4_168202611929418.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,557 F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 23:04 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 66,700 | $15.87 | $1,058,529.00 |
DisclosureSEC source: 0001004980-23-000055 · wf-form4_167788464418500.xml · nonDerivative · entry 4 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,269,325 F1 · kind: Transaction pursuant to reporting person's Rule 10b5-1 instruction, entered into on November 3, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.79 to $15.96, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:04 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 42,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000055 · wf-form4_167788464418500.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,336,025 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:04 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 42,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000055 · wf-form4_167788464418500.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,321 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:04 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 41,807 | $15.61 | $652,607.27 |
DisclosureSEC source: 0001004980-23-000055 · wf-form4_167788464418500.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,835 Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 23:06 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 31,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000041 · wf-form4_167762556008881.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,293,511 F1 · shares: Charitable contribution of vested shares of PG&E Corporation common stock. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:08 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 678,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000002 · wf-form4_167304289344484.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 1,325,261 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:08 UTC | PG&E Corp PCG · Entity 3143 | GiftCommon Stock | 678,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000002 · wf-form4_167304289344484.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,642 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:08 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 776,633 | $15.88 | $12,332,932.04 |
DisclosureSEC source: 0001004980-23-000002 · wf-form4_167304289344484.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847,112 Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 20:13 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 57,396 | $13.11 | $752,461.56 |
DisclosureSEC source: 0001004980-22-000121 · wf-form4_166396400705468.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 646,791 F1 · shares: Consistent with the terms of an amendment to the reporting person's non-annual restricted stock unit award agreement dated March 1, 2021, as approved by the issuer's Board of Directors on September 15, 2022, which will be filed with the issuer's Q3 2022 Form 10-Q, the reporting person is forfeiting additional shares to satisfy state tax obligations in connection with a prior vesting of restricted stock units. Read SEC document |
| September 08, 2022 Filed Sep 12, 2022 22:00 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 83,330 | $13.00 | $1,083,290.00 |
DisclosureSEC source: 0001004980-22-000116 · wf-form4_166302002713726.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Patricia K. Poppe Revocable Living Trust Disclosed balance after: 704,187 F1 · kind: Transaction pursuant to reporting person's Rule 10b5-1 instruction, entered into on November 8, 2021. F2 · balance_after: On January 4, 2022, the reporting person transferred 745,003 directly owned shares of PG&E Corporation common stock to the Patricia K. Poppe Revocable Living Trust, of which the insider is the trustee and beneficiary. On March 1, 2022, the reporting person transferred 42,514 directly owned shares of PG&E Corporation common stock to the same trust. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 21:24 UTC | WHIRLPOOL CORP /DE/ WHR · Entity 4355 | GrantCommon | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0000106640-22-000080 · wf-form4_165057624788868.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,483 F1 · kind: Annual stock award granted under the Omnibus Stock and Incentive Plan. F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:36 UTC | PG&E Corp PCG · Entity 3143 | OtherCommon Stock | 1,165.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-22-000026 · wf-form4_164635059341055.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee of PG&E Corporation Retirement Savings Plan Disclosed balance after: 0 F1 · kind: Due to an administrative error, PG&E Corporation inadvertently contributed funds to the Company Stock Fund option in the Reporting Person's 401(k) Plan account from 1/2021 to 3/2021 representing approximately 1,165.74 shares for the Reporting Person (the Affected Shares). PG&E Corporation has determined that, consistent with IRS guidelines and the Reporting Person's then-applicable instructions, these transactions (together with any subsequent transactions in the Affected Shares) should be effectively unwound, and accordingly PG&E Corporation has instructed the plan trustee to take such actions as may be required to restore the Reporting Person's then-applicable instructions. F1 · price: Due to an administrative error, PG&E Corporation inadvertently contributed funds to the Company Stock Fund option in the Reporting Person's 401(k) Plan account from 1/2021 to 3/2021 representing approximately 1,165.74 shares for the Reporting Person (the Affected Shares). PG&E Corporation has determined that, consistent with IRS guidelines and the Reporting Person's then-applicable instructions, these transactions (together with any subsequent transactions in the Affected Shares) should be effectively unwound, and accordingly PG&E Corporation has instructed the plan trustee to take such actions as may be required to restore the Reporting Person's then-applicable instructions. F2 · balance_after: 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 3/1/2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:36 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 41,807 | $11.30 | $472,419.10 |
DisclosureSEC source: 0001004980-22-000026 · wf-form4_164635059341055.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411,262 Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 23:53 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 710,099 | $12.44 | $8,833,631.56 |
DisclosureSEC source: 0001004980-22-000002 · wf-form4_164151320311948.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453,069 Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 21:42 UTC | WHIRLPOOL CORP /DE/ WHR · Entity 4355 | GrantCommon | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0000106640-21-000090 · wf-form4_161912774299013.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 01:42 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 2,910,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009317 · form4.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,163,168 F2 · shares: Restricted stock units awarded in accordance with equity incentive compensation arrangements disclosed in a Form 8-K dated November 18, 2020. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 01:42 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 252,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009317 · form4.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,963 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 20:51 UTC | WHIRLPOOL CORP /DE/ WHR · Entity 4355 | GrantDeferred Stock Units · Derivative | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000106640-20-000105 · wf-form4_158767505426412.xml · derivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,476 Underlying: Common Stock · 1,476 shares Expires not disclosed F1 · derivative.exercise_price: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board. F1 · kind: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board. F1 · derivative.exercise_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board. F1 · derivative.expiration_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board. F1 · balance_after: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 20:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 25,260 | $49.55 | $1,251,633.00 |
DisclosureSEC source: 0001246360-20-000979 · form.xml · nonDerivative · entry 3 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,320 Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 20:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 16,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000979 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,580 F3 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| February 26, 2020 Filed Mar 24, 2020 20:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | GiftCommon Stock | 23,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000979 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,186 F1 · shares: Annual charitable contribution. F2 · ownership.direct: The total holdings reflect an adjustment of 1854 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 18, 2020 Filed Jan 22, 2020 20:50 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 38,813 | $65.65 | $2,548,073.45 |
DisclosureSEC source: 0001246360-20-000263 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486,516 Read SEC document |
| January 18, 2020 Filed Jan 22, 2020 20:50 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 22,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000263 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,329 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2017 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 16:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 92,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000239 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,954 F1 · shares: Restricted Stock granted by CMS Energy Corporation ("CMS") pursuant to CMS' Performance Incentive Stock Plan and subject to a three-year "cliff" vesting schedule. F2 · ownership.direct: The total holdings reflect an adjustment of 1,518 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 18:49 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 8,820 | $60.49 | $533,521.80 |
DisclosureSEC source: 0001246360-19-002420 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,700 F1 · ownership.direct: The total holdings reflect an adjustment of 3,120 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 10,442 | $55.22 | $576,607.24 |
DisclosureSEC source: 0001246360-19-001118 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,400 Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 5,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001118 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,842 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain Performance criteria established under the 2016 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. F2 · ownership.direct: The total holdings reflect an adjustment of 1,823 additional shares of Restricted Stock purchased on behalf of the reporting person as a result of an automatic acquisition of Restricted Stock in lieu of cash dividends pursuant to the terms of the award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock 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.