Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Director | March 31, 2026 | April 02, 2026 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | Director | February 19, 2026 | February 24, 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.
AMERICAN ELECTRIC POWER CO INC
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,684 |
Reported balance
After 2026-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 0 · Balance 3,684 F2: Was AEP Stock Price at the time of the transaction. F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter.
F2: Was AEP Stock Price at the time of the transaction.
Southwest Gas Holdings, Inc.
Report date February 19, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,045.902 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 1,725.574 · Balance 10,045.902 F1: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 18:30 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $131.08 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023037 · wk-form4_1775154648.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,684 Underlying: Common Stock · 324 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:42 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,725.574 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-26-000051 · wk-form4_1771897370.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,045.902 F1 · balance_after: Balance includes 215.249 shares acquired through exempt dividend reinvestment transactions. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 19:03 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 0 | $115.31 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000325 · wk-form4_1767639821.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,336 Underlying: Common Stock · 368 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:08 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 377 | $112.50 Strike: $0.00 | $42,412.50 |
DisclosureSEC source: 0001628280-25-043593 · wk-form4_1759421282.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,943 Underlying: Common Stock · 377 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 14:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 409.59 | $103.76 Strike: $0.00 | $42,499.06 |
DisclosureSEC source: 0000004904-25-000101 · wk-form4_1751468318.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543.5 Underlying: Common Stock · 409.59 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 388.94 | $109.27 Strike: $0.00 | $42,499.47 |
DisclosureSEC source: 0002052433-25-000022 · wk-form4_1743620338.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114.6 Underlying: Common Stock · 2,114.6 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 01:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,050.629 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-25-000063 · wk-form4_1740448042.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,105.079 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:04 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 460.8 | $92.23 Strike: $0.00 | $42,499.58 |
DisclosureSEC source: 0001398889-25-000025 · wk-form4_1735938245.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,710.83 Underlying: Common Stock · 460.82 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| December 02, 2024 Filed Feb 13, 2025 23:11 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 35.841 | $78.16 | $2,801.33 |
DisclosureSEC source: 0001692115-25-000036 · wk-form5_1739488281.xml · nonDerivative · entry 4 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,054.45 F1 · shares: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 15:07 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 414.23 | $102.60 Strike: $0.00 | $42,500.00 |
DisclosureSEC source: 0001398889-24-000212 · wk-form4_1727881654.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,237.92 Underlying: Common Stock · 414.23 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| September 03, 2024 Filed Feb 13, 2025 23:11 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 38.671 | $71.82 | $2,777.35 |
DisclosureSEC source: 0001692115-25-000036 · wk-form5_1739488281.xml · nonDerivative · entry 3 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,018.609 F1 · shares: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 15:35 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 484.38 | $87.74 Strike: $0.00 | $42,499.50 |
DisclosureSEC source: 0001398889-24-000172 · wk-form4_1719934517.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813.45 Underlying: Common Stock · 813.45 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| June 03, 2024 Filed Feb 13, 2025 23:11 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 48.288 | $76.16 | $3,677.61 |
DisclosureSEC source: 0001692115-25-000036 · wk-form5_1739488281.xml · nonDerivative · entry 2 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,979.938 F1 · shares: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 19:28 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units · Derivative | 329.07 | $86.10 Strike: $0.00 | $28,332.93 |
DisclosureSEC source: 0001398889-24-000120 · wk-form4_1712086119.xml · derivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329.07 Underlying: Common Stock · 329.07 shares Expires not disclosed F2 · price: Was AEP Stock Price at the time of the transaction. F1 · derivative.exercise_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. F1 · derivative.expiration_date: Stock Units are paid to the director in cash or shares upon termination of service unless the director has elected to defer payment for a period that results in payment commencing not later than five years thereafter. Read SEC document |
| March 01, 2024 Filed Feb 13, 2025 23:11 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 52.365 | $69.61 | $3,645.13 |
DisclosureSEC source: 0001692115-25-000036 · wk-form5_1739488281.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,931.65 F1 · shares: Amounts reported were acquired through exempt dividend reinvestment transactions. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:22 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,131.018 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-24-000021 · wk-form4_1708982496.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,879.285 Read SEC document |
| December 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 15.01 | $60.31 | $905.25 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 8 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,748.267 Read SEC document |
| December 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 23.131 | $60.31 | $1,395.03 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 7 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,733.257 Read SEC document |
| September 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 14.419 | $62.16 | $896.29 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 6 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,710.126 Read SEC document |
| September 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 22.221 | $62.16 | $1,381.26 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 5 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,695.707 Read SEC document |
| June 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 15.29 | $58.00 | $886.82 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 4 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,673.486 Read SEC document |
| June 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 23.563 | $58.00 | $1,366.65 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 3 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,658.196 Read SEC document |
| March 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 14.692 | $59.74 | $877.70 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 2 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,634.633 Read SEC document |
| March 01, 2023 Filed Dec 28, 2023 21:40 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 22.642 | $59.74 | $1,352.63 |
DisclosureSEC source: 0001692115-23-000175 · wk-form4_1703799604.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,619.941 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 22:36 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,181.642 | $0.00 | $0.00 |
DisclosureSEC source: 0001692115-23-000038 · wf-form4_167727813340353.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,597.299 F1 · balance_after: Balance includes 23.794 shares acquired through exempt dividend reinvestment transactions. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 23:33 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,391.863 | $70.05 | $97,500.00 |
DisclosureSEC source: 0001225208-22-009284 · doc4.xml · nonDerivative · entry 1 Linginfelter Henry P · CIK 0001403613 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,391.863 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.