Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOW INC.DOW · Entity 3233 | Director | April 09, 2026 | April 13, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | May 22, 2024 | May 23, 2024 |
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.
DOW INC.
Report date April 09, 2026 · Filed April 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,880 |
Reported balance
After 2026-04-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-09 · Grant · Acquired 5,127 · Balance 34,880 F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. F2: Total includes previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person.
F2: Total includes previously reported restricted stock units.
XCEL ENERGY INC
Report date May 22, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,057.314 |
Reported balance
After 2024-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-22 · Grant · Acquired 3,061.96 · Balance 24,057.314 F1: Includes 1,531.96 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2: Includes 436.426 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,531.96 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash.
F2: Includes 436.426 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
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 09, 2026 Filed Apr 13, 2026 21:02 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 5,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-26-000119 · wk-form4_1776114174.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,880 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 21:12 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 7,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-25-000117 · wk-form4_1744665139.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,753 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,061.96 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000135 · form4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,057.314 F1 · shares: Includes 1,531.96 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 436.426 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| April 11, 2024 Filed Apr 15, 2024 21:28 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 3,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-24-000123 · wk-form4_1713216494.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,607 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. F2 · balance_after: Total includes previously reported restricted stock units. Read SEC document |
| May 24, 2023 Filed May 25, 2023 21:56 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,610.164 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-23-000065 · form4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,558.928 F1 · shares: Includes 1,305.164 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 310.468 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| April 13, 2023 Filed Apr 17, 2023 20:32 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 3,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-23-000106 · wf-form4_168176354804419.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,271 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. Read SEC document |
| May 19, 2022 Filed May 23, 2022 23:10 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,136.467 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011586 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,638.296 F1 · shares: Includes 1,068.467 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 246.897 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| April 14, 2022 Filed Apr 18, 2022 21:36 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 2,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-22-000093 · wf-form4_165031774694094.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,932 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. Read SEC document |
| May 20, 2021 Filed May 24, 2021 22:54 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,125.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011094 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,254.932 F1 · shares: Includes 1,063.55 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 201.552 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:53 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001751788-21-000092 · wf-form4_161886919842123.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,030 F1 · kind: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. Read SEC document |
| May 22, 2020 Filed May 27, 2020 19:50 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,484.678 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011234 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,927.83 F1 · shares: Includes 1242.678 stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: The amount reported includes a balance increase of 6,387.126, which reflects stock equivalent units previously reported on Table II. The reporting person's balance of stock equivalent units was previously reported on Table II and is now being reported on Table I voluntarily pursuant to SEC guidance. F3 · balance_after: Includes 165.026 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:20 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 5,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006420 · doc4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,164 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 10:01 UTC | DOW INC. DOW · Entity 3233 | PurchaseCommon Stock | 1,000 | $46.71 | $46,707.20 |
DisclosureSEC source: 0001225208-19-011132 · doc4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,103 Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 1,311.462 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011483 · doc1.xml · derivative · entry 2 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,387.126 Underlying: Common Stock · 1,311.462 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: Includes 153.921 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 1,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011483 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,891 Read SEC document |
| April 11, 2019 Filed Apr 15, 2019 21:08 UTC | DOW INC. DOW · Entity 3233 | GrantCommon Stock | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006761 · doc4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,103 F1 · shares: Time vested restricted stock units to be settled in one installment of shares of common stock of the Issuer following the date of separation of the Reporting Person. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 01:49 UTC | DOW INC. DOW · Entity 3233 | OtherCommon Stock | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-006411 · doc4.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723 F1 · kind: On April 1, 2019, the Issuer separated from DowDuPont Inc. by issuing a dividend of the Issuer's common stock as further described in the Information Statement filed as Exhibit 99.1 to Form 10 filed by the Issuer on March 8, 2019. F2 · balance_after: Total includes one share of common stock of the Issuer received for every three shares of DowDuPont common stock in connection with the separation. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 1,582.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024653 · doc1.xml · derivative · entry 2 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,921.743 Underlying: Common Stock · 1,582.842 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 102.612 shares of stock equivalent units acquired pursuant to reinvestment of dividend equivalents. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 1,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024653 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,581 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 14:41 UTC | XCEL ENERGY INC XEL · Entity 3042 | PurchaseCommon Stock | 1,000 | $49.53 | $49,530.00 |
DisclosureSEC source: 0001140361-17-034510 · doc1.xml · nonDerivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 18, 2017 Filed May 19, 2017 21:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,069.502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021613 · doc1.xml · derivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,236.289 Underlying: Common Stock · 3,069.502 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 1.330 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 165.457 | $43.71 Strike: $0.00 | $7,232.13 |
DisclosureSEC source: 0001140361-17-010515 · doc1.xml · derivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165.457 Underlying: Common Stock · 165.457 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:18 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 165.457 | $43.71 Strike: $0.00 | $7,232.13 |
DisclosureSEC source: 0001140361-17-010520 · doc1.xml · derivative · entry 1 Yohannes Daniel · CIK 0001699621 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165.457 Underlying: Common Stock · 165.457 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director; fractional units are payable at such time in cash. 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.