Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President | October 01, 2026 | October 05, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | EVP, Chief Legal | January 02, 2025 | January 06, 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.
AMERICAN ELECTRIC POWER CO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Resticted Stock UnitsSEC Table I · non-derivative | Direct | 20,405 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 1,425 · Balance 20,405 F1: A portion of the reporting person's restricted stock units (4,813) granted on July 14, 2025, vested on October 1, 2026. Upon vesting 1,425 restricted stock units were withheld to satisfy the reporting person's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of the reporting person's restricted stock units (4,813) granted on July 14, 2025, vested on October 1, 2026. Upon vesting 1,425 restricted stock units were withheld to satisfy the reporting person's tax liability.
XCEL ENERGY INC
Report date January 02, 2025 · Filed January 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,283 |
Reported balance
After 2025-01-02 transaction · row 1
1 source rowRow 1 · 2025-01-02 · Grant · Acquired 6,283 · Balance 6,283 F1: Represents restricted stock units that vest on December 31, 2027 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest on December 31, 2027 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 14:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 1,425 | $119.75 | $170,643.75 |
DisclosureSEC source: 0001628280-26-064785 · wk-form4_1791212079.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,405 F1 · shares: A portion of the reporting person's restricted stock units (4,813) granted on July 14, 2025, vested on October 1, 2026. Upon vesting 1,425 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 17:15 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 4 | $132.31 | $529.24 |
DisclosureSEC source: 0001628280-26-017114 · wk-form4_1773335722.xml · nonDerivative · entry 2 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,397 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 17:15 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 9 | $132.31 | $1,190.79 |
DisclosureSEC source: 0001628280-26-017114 · wk-form4_1773335722.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,401 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:49 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 404 | $132.03 | $53,340.12 |
DisclosureSEC source: 0001628280-26-011535 · wk-form4_1772048982.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,392 F1 · shares: A portion of the reporting person's restricted stock units (1,280) granted on July 14, 2025, vested on February 21, 2026. Upon vesting, 404 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 18:49 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPhantom Stock Units | 3,839 | $130.24 | $499,991.36 |
DisclosureSEC source: 0001628280-26-009584 · wk-form4_1771526941.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,796 F1 · security: Each restricted stock unit represents a right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2027, February 21, 2028, and February 21, 2029. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 13,883 | $105.02 | $1,457,992.66 |
DisclosureSEC source: 0000004904-25-000121 · wk-form4_1752605626.xml · nonDerivative · entry 2 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,657 F2 · 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 October 1, 2026, October 1, 2027, and October 1, 2028. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 18:53 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 3,774 | $105.02 | $396,345.48 |
DisclosureSEC source: 0000004904-25-000121 · wk-form4_1752605626.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,774 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 |
| January 02, 2025 Filed Jan 6, 2025 23:34 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 6,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000010 · form4.xml · nonDerivative · entry 1 Berntsen Robert · CIK 0002022857 · EVP, Chief Legal 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,283 F1 · shares: Represents restricted stock units that vest on December 31, 2027 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,755 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000105 · form4.xml · derivative · entry 3 Berntsen Robert · CIK 0002022857 · EVP, Chief Legal 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,755 Underlying: Common Stock · 6,755 shares Expires 2026-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F3 · derivative.exercise_date: Award vests on December 31, 2026. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000105 · form4.xml · derivative · entry 2 Berntsen Robert · CIK 0002022857 · EVP, Chief Legal 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,305 Underlying: Common Stock · 6,305 shares Expires 2026-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F3 · derivative.exercise_date: Award vests on December 31, 2026. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000105 · form4.xml · derivative · entry 1 Berntsen Robert · CIK 0002022857 · EVP, Chief Legal 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,305 Underlying: Common Stock · 6,305 shares Expires 2025-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2025. 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.