Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PPL CorpPPL · Entity 346 | President and CEO | April 08, 2026 | April 10, 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.
PPL Corp
Report date April 08, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 612,492.264 |
Reported balance
After 2026-04-08 transaction · row 1
1 source rowRow 1 · 2026-04-08 · Gift · Disposed 33,000 · Balance 612,492.264 |
| Common StockSEC Table I · non-derivative | IndirectHeld in trust pursuant to the Employee Stock Ownership Plan. | 179.638 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 179.638 F1: Total includes the reinvestment of dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes the reinvestment of dividends.
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 22, 2018 Filed Jan 24, 2018 20:33 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 4,323 | $31.49 | $136,131.27 |
DisclosureSEC source: 0001209191-18-005075 · doc4.xml · nonDerivative · entry 2 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,371.839 F1 · kind: Shares withheld by the Company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP). Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 20:33 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 14,597.802 | $31.49 | $459,684.78 |
DisclosureSEC source: 0001209191-18-005075 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,694.839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 18:02 UTC | PPL Corp PPL · Entity 346 | SaleCommon Stock | 5,600 | $39.00 | $218,400.00 |
DisclosureSEC source: 0001209191-17-047844 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97.037 F1 · kind: This Form 4 report reflects the sale of previously vested restricted stock units pursuant to a 10b5-1 plan, dated May 26, 2017. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:20 UTC | PPL Corp PPL · Entity 346 | GiftCommon Stock | 5,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039059 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,697.037 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:11 UTC | PPL Corp PPL · Entity 346 | SaleCommon Stock | 10,708 | $37.00 | $396,196.00 |
DisclosureSEC source: 0001209191-17-016399 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,181.037 F1 · kind: Represents the sale of 10,708 shares of common stock pursuant to a 10b5-1 plan, dated December 15, 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:16 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 16,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013080 · doc4.xml · derivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,975 Underlying: Common Stock · 16,975 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date. F2 · derivative.exercise_date: The units will vest on 02/17/2020. F2 · derivative.expiration_date: The units will vest on 02/17/2020. F3 · balance_after: As of 02/22/2017, total restricted stock units beneficially owned is 55,131.623. This total includes the 01/22/2015 grant of 13,968.07 restricted stock units, 01/21/2016 grant of 17,779.553 and the 01/26/2017 grant of 6,409 restricted stock units, plus in the case of the 01/22/2015 and 01/21/2016 grants, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 02/17/2017 grant of 16,975 restricted stock units. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionPerformance Stock Unit (SIP) · Derivative | 8,373 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · derivative · entry 7 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,373 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Total includes the reinvestment of dividends. F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (62%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2016. Determination of the percentage of the award earned was made by the Compensation, Governance and Nominating Committee on 01/26/2017 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/27/2017. F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (62%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2016. Determination of the percentage of the award earned was made by the Compensation, Governance and Nominating Committee on 01/26/2017 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/27/2017. F2 · derivative.underlying_shares: Total includes the reinvestment of dividends. F7 · balance_after: As of 01/30/2017, total performance units beneficially owned is 62,241.54. This total includes the 01/22/2015 grant of 17,773.417 performance units and the 01/21/2016 grant of 18,834.123 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the 01/26/2017 grants of 19,225 and 6,409 performance units. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 2,665 | $34.41 | $91,702.65 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · nonDerivative · entry 2 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,889.037 F1 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP). Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 8,373 | $34.41 | $288,114.93 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,554.037 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 6,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · derivative · entry 6 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409 Underlying: Common Stock · 6,409 shares Expires not disclosed F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's return on equity over a three-year performance period ending December 31, 2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's return on equity over a three-year performance period ending December 31, 2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's return on equity over a three-year performance period ending December 31, 2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F7 · balance_after: As of 01/30/2017, total performance units beneficially owned is 62,241.54. This total includes the 01/22/2015 grant of 17,773.417 performance units and the 01/21/2016 grant of 18,834.123 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the 01/26/2017 grants of 19,225 and 6,409 performance units. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 19,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · derivative · entry 5 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,225 Underlying: Common Stock · 19,225 shares Expires not disclosed F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2019. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation, Governance and Nominating Committee in January 2020. F7 · balance_after: As of 01/30/2017, total performance units beneficially owned is 62,241.54. This total includes the 01/22/2015 grant of 17,773.417 performance units and the 01/21/2016 grant of 18,834.123 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the 01/26/2017 grants of 19,225 and 6,409 performance units. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 20:36 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 6,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006097 · doc4.xml · derivative · entry 4 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409 Underlying: Common Stock · 6,409 shares Expires not disclosed F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date. F4 · derivative.exercise_date: The units will vest on 01/26/2020. F4 · derivative.expiration_date: The units will vest on 01/26/2020. F5 · balance_after: As of 01/30/2017, total restricted stock units beneficially owned is 38,156.623. This total includes the 01/22/2015 grant of 13,968.07 restricted stock units and the 01/21/2016 grant of 17,779.553, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/26/2017 grant of 6,409 restricted stock units. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 19:41 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (SIP) · Derivative | 8,525.837 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005491 · doc4.xml · derivative · entry 4 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,525.837 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Total includes the reinvestment of dividends. F3 · derivative.exercise_date: The units vested on January 23, 2017. F3 · derivative.expiration_date: The units vested on January 23, 2017. F2 · derivative.underlying_shares: Total includes the reinvestment of dividends. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 19:41 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 2,829 | $34.36 | $97,204.44 |
DisclosureSEC source: 0001209191-17-005491 · doc4.xml · nonDerivative · entry 2 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,181.037 F1 · kind: Shares withheld by the Company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP). Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 19:41 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 8,525.837 | $34.36 | $292,947.76 |
DisclosureSEC source: 0001209191-17-005491 · doc4.xml · nonDerivative · entry 1 Sorgi Vincent · CIK 0001488215 · Sr. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,010.037 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.