Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANT ENERGY CORPLNT · Entity 3298 | Executive Vice President | April 15, 2026 | April 16, 2026 |
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President | March 10, 2025 | March 12, 2025 |
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.
ALLIANT ENERGY CORP
Report date April 15, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,678 |
Reported balance
After 2026-04-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-15 · Tax withholding · Disposed 1,259 · Balance 20,678 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units and does not represent a sale by the Reporting Person. F2: Includes shares acquired pursuant to transactions exempt from Section 16 under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units and does not represent a sale by the Reporting Person.
F2: Includes shares acquired pursuant to transactions exempt from Section 16 under Rule 16a-11.
AMERICAN ELECTRIC POWER CO INC
Report date March 10, 2025 · Filed March 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,901 |
Ending reported balance
After 2025-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-10 · Grant · Acquired 48 · Balance 11,908 F1: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 29 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Row 2 · 2025-03-10 · Tax withholding · Disposed 7 · Balance 11,901 |
Filing footnotes · ownership attribution and instrument terms
F1: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 29 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP.
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 15, 2026 Filed Apr 16, 2026 23:11 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | Tax withholdingCommon Stock | 1,259 | $72.18 | $90,874.62 |
DisclosureSEC source: 0001973120-26-000003 · wk-form4_1776381099.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,678 F1 · kind: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units and does not represent a sale by the Reporting Person. F2 · balance_after: Includes shares acquired pursuant to transactions exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 00:09 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | Tax withholdingCommon Stock | 6,226 | $70.01 | $435,882.26 |
DisclosureSEC source: 0001973120-26-000001 · wk-form4_1771891785.xml · nonDerivative · entry 3 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,855 Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 00:09 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantCommon Stock | 5,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001973120-26-000001 · wk-form4_1771891785.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,081 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. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 00:09 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantCommon Stock | 13,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001973120-26-000001 · wk-form4_1771891785.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,841 Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 20:26 UTC | ALLIANT ENERGY CORP LNT · Entity 3298 | GrantCommon Stock | 9,727 | $0.00 | $0.00 |
DisclosureSEC source: 0000352541-25-000048 · wk-form4_1744835168.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,727 F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. 2,597 RSUs to vest on April 15, 2026; 1,461 RSUs to vest on December 31, 2026; and 5,669 RSUs to vest on December 31, 2027. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 7 | $107.32 | $751.24 |
DisclosureSEC source: 0001398889-25-000098 · wk-form4_1741812023.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,901 Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 48 | $107.32 | $5,151.36 |
DisclosureSEC source: 0001398889-25-000098 · wk-form4_1741812023.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,908 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 29 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 14:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000076 · wk-form4_1740754454.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,860 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 14:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 3,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000076 · wk-form4_1740754454.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,098 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 3,428 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 263 | $105.33 | $27,701.79 |
DisclosureSEC source: 0001398889-25-000065 · wk-form4_1740504923.xml · nonDerivative · entry 4 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,432 F4 · shares: A portion of the reporting person's restricted stock units (866 ) granted on February 23, 2024 vested on February 21, 2025. Upon vesting, 263 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 127 | $105.33 | $13,376.91 |
DisclosureSEC source: 0001398889-25-000065 · wk-form4_1740504923.xml · nonDerivative · entry 3 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,695 F3 · shares: A portion of the reporting person's restricted stock units (394 ) granted on April 6, 2023 vested on February 21, 2025. Upon vesting, 127 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 119 | $105.33 | $12,534.27 |
DisclosureSEC source: 0001398889-25-000065 · wk-form4_1740504923.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,822 F2 · shares: A portion of the reporting person's restricted stock units (332) granted on February 20, 2023 vested on February 21, 2025. Upon vesting, 119 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 133 | $105.33 | $14,008.89 |
DisclosureSEC source: 0001398889-25-000065 · wk-form4_1740504923.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,941 F1 · shares: A portion of the reporting person's restricted stock units (370) granted on February 21, 2022 vested on February 21, 2025. Upon vesting, 133 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 15:40 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000041 · wk-form4_1740066043.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,074 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 |
| June 05, 2024 Filed Jun 6, 2024 13:11 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 4,898 | $90.00 | $440,820.00 |
DisclosureSEC source: 0001398889-24-000154 · wk-form4_1717679499.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,446 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2024. Read SEC document |
| May 01, 2024 Filed May 2, 2024 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 652 | $88.15 | $57,473.80 |
DisclosureSEC source: 0001398889-24-000149 · wk-form4_1714671545.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,344 F2 · shares: A portion of the reporting person's restricted stock units (2,145) granted on April 25, 2022 vested on May 1, 2024. Upon vesting, 652 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2024 Filed May 2, 2024 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 124 | $88.15 | $10,930.60 |
DisclosureSEC source: 0001398889-24-000149 · wk-form4_1714671545.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,996 F1 · shares: A portion of the reporting person's restricted stock units (406) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 124 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 19 | $83.84 | $1,592.96 |
DisclosureSEC source: 0001398889-24-000099 · wk-form4_1711485501.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,097 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000079 · wk-form4_1709664948.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,810 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 3,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000079 · wk-form4_1709664948.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,029 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 3,626 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 2,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000065 · wk-form4_1709059933.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,184 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 | 137 | $82.56 | $11,310.72 |
DisclosureSEC source: 0001398889-24-000045 · wk-form4_1708714728.xml · nonDerivative · entry 3 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,525 F3 · shares: A portion of the reporting person's restricted stock units (379 ) granted on April 6, 2023 vested on February 21, 2024. Upon vesting, 137 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 116 | $82.56 | $9,576.96 |
DisclosureSEC source: 0001398889-24-000045 · wk-form4_1708714728.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,662 F2 · shares: A portion of the reporting person's restricted stock units (320) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 116 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 129 | $82.56 | $10,650.24 |
DisclosureSEC source: 0001398889-24-000045 · wk-form4_1708714728.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,778 F1 · shares: A portion of the reporting person's restricted stock units (356) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 129 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 267 | $92.65 | $24,737.55 |
DisclosureSEC source: 0001398889-23-000124 · wf-form4_168305786647140.xml · nonDerivative · entry 4 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,676 F4 · shares: A portion of the reporting person's restricted stock units (879) granted on July 27, 2020 vested on May 1, 2023. Upon vesting, 267 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 178 | $92.65 | $16,491.70 |
DisclosureSEC source: 0001398889-23-000124 · wf-form4_168305786647140.xml · nonDerivative · entry 3 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,943 F3 · shares: A portion of the reporting person's restricted stock units (390) granted on February 15, 2021 vested on May 1, 2023. Upon vesting, 178 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000124 · wf-form4_168305786647140.xml · nonDerivative · entry 2 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,121 F2 · shares: A portion of the reporting person's restricted stock units (243) granted on February 17, 2020 vested on May 1, 2023. Upon vesting, 74 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 625 | $92.65 | $57,906.25 |
DisclosureSEC source: 0001398889-23-000124 · wf-form4_168305786647140.xml · nonDerivative · entry 1 Smyth Antonio P · CIK 0001973120 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,195 F1 · shares: A portion of the reporting person's restricted stock units (2,058) granted on April 25, 2022 vested on May 1, 2023. Upon vesting, 625 restricted stock units were withheld to satisfy the reporting person's tax liability. 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.