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 |
|---|---|---|---|---|---|---|
| January 20, 2019 Filed Jan 23, 2019 21:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 14,024 | $50.88 | $713,541.12 |
DisclosureSEC source: 0001246360-19-000252 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,696 Read SEC document |
| January 20, 2019 Filed Jan 23, 2019 21:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000252 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,720 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. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 17:14 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 103,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000204 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,441 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 4,274 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, 2018 Filed Mar 23, 2018 14:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 7,540 | $43.81 | $330,327.40 |
DisclosureSEC source: 0001246360-18-001185 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,289 Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 14:56 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 8,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001185 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,829 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2015 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 1,682 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 |
| January 21, 2018 Filed Jan 23, 2018 19:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 9,114 | $44.05 | $401,471.70 |
DisclosureSEC source: 0001246360-18-000263 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,960 Read SEC document |
| January 21, 2018 Filed Jan 23, 2018 19:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 6,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000263 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,074 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2015 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 14:42 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 106,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000220 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,810 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 2,632 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, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 2,288 | $45.01 | $102,982.88 |
DisclosureSEC source: 0001246360-17-001472 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,556 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 18:35 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 1,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001472 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,844 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2014 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 967 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 |
| January 24, 2017 Filed Jan 26, 2017 18:28 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 7,006 | $41.97 | $294,041.82 |
DisclosureSEC source: 0001246360-17-000335 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,079 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | Tax withholdingCommon Stock | 3,192 | $42.33 | $135,117.36 |
DisclosureSEC source: 0001246360-17-000273 · form.xml · nonDerivative · entry 2 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,085 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 2,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000273 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,277 F1 · shares: Shares of Common Stock of CMS Energy Corporation ("CMS") acquired as a result of CMS exceeding certain performance criteria established under the 2014 Restricted Stock Award granted to the reporting person in accordance with the provisions of the CMS Performance Incentive Stock Plan. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 19:21 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 99,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000234 · form.xml · nonDerivative · entry 1 Poppe Patricia K · CIK 0001592298 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,855 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 1,718 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.