Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | VP Chief Fin. Off. & Treasurer | April 17, 2026 | April 21, 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.
MGE ENERGY INC
Report date April 17, 2026 · Filed April 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,795.6544 |
Reported balance
After 2026-04-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-17 · Grant · Acquired 25,000 · Balance 35,795.6544 F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on April 17, 2031. F2: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on April 17, 2031.
F2: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11.
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 17, 2026 Filed Apr 21, 2026 21:03 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-167136 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,795.6544 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on April 17, 2031. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:26 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 3,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088305 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,780.571 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2028. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:51 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 430 | $78.44 | $33,729.20 |
DisclosureSEC source: 0001193125-26-003912 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,096.571 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 19:23 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 2,867 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033329 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,491.5848 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2027. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 15:16 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 325 | $92.96 | $30,212.00 |
DisclosureSEC source: 0000950170-25-001737 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,624.5848 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 15:53 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 791.2644 | $63.19 | $50,000.00 |
DisclosureSEC source: 0000950170-24-025517 · ownership.xml · derivative · entry 3 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062.1137 Underlying: common stock · 791.2644 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof. F4 · derivative.exercise_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F4 · derivative.expiration_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. F5 · balance_after: Aggregate amount of phantom stock units held under the 2023 DCSERP. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 15:53 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025517 · ownership.xml · nonDerivative · entry 2 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,927.527 F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2026. F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 15:53 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 298 | $63.64 | $18,964.72 |
DisclosureSEC source: 0000950170-24-025517 · ownership.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,073.527 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 17:50 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 2,233.224 | $70.48 | $157,397.63 |
DisclosureSEC source: 0001161728-23-000015 · primary_doc.xml · derivative · entry 2 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,233.224 Underlying: Common Stock · 2,233.224 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE Common Stock and entitles the holder to the cash value thereof. F4 · derivative.exercise_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the Plan. F4 · derivative.expiration_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the Plan. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:50 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE Common Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-23-000015 · primary_doc.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Chief Fin. Off. & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,362.3383 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. F2 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 14:20 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE COMMON STOCK | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000027 · primary_doc.xml · nonDerivative · entry 2 Bushek Jared Joseph · CIK 0001824136 · VP Finance, CIO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,208.958 F3 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F1 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 14:20 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE COMMON STOCK | 929 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000027 · primary_doc.xml · nonDerivative · entry 1 Bushek Jared Joseph · CIK 0001824136 · VP Finance, CIO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,339.958 F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F1 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. 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.