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 | March 10, 2026 | March 12, 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 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,323 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Grant · Acquired 110 · Balance 42,373 Row 2 · 2026-03-10 · Tax withholding · Disposed 50 · Balance 42,323 |
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 10, 2026 Filed Mar 12, 2026 17:18 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 50 | $132.31 | $6,615.50 |
DisclosureSEC source: 0001628280-26-017119 · wk-form4_1773335895.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,323 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 17:18 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 110 | $132.31 | $14,554.10 |
DisclosureSEC source: 0001628280-26-017119 · wk-form4_1773335895.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,373 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleResticted Stock Units | 4,106 | $132.08 | $542,320.48 |
DisclosureSEC source: 0001628280-26-013081 · wk-form4_1772470715.xml · nonDerivative · entry 3 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,263 F1 · shares: The sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 7, 2025. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 5,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013081 · wk-form4_1772470715.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,369 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 16:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 12,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013081 · wk-form4_1772470715.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,879 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 298 | $132.03 | $39,344.94 |
DisclosureSEC source: 0001628280-26-011552 · wk-form4_1772049606.xml · nonDerivative · entry 3 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,526 F3 · shares: A portion of the reporting person's restricted stock units (1,004) granted on February 18, 2025, vested on February 21, 2026. Upon vesting, 298 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 319 | $132.03 | $42,117.57 |
DisclosureSEC source: 0001628280-26-011552 · wk-form4_1772049606.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,824 F2 · shares: A portion of the reporting person's restricted stock units (1,076) granted on February 23, 2024, vested on February 21, 2026. Upon vesting, 319 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 333 | $132.03 | $43,965.99 |
DisclosureSEC source: 0001628280-26-011552 · wk-form4_1772049606.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,143 F1 · shares: A portion of the reporting person's restricted stock units (1,000) granted on February 20, 2023, vested on February 21, 2026. Upon vesting, 333 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 19:00 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 2,879 | $130.24 | $374,960.96 |
DisclosureSEC source: 0001628280-26-009616 · wk-form4_1771527644.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,476 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 |
| January 09, 2026 Filed Jan 13, 2026 15:24 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantResticted Stock Units | 21,383 | $116.91 | $2,499,886.53 |
DisclosureSEC source: 0001628280-26-001918 · wk-form4_1768317860.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,596 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest on January 9, 2031, subject to his continuous AEP employment. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 13 | $107.32 | $1,395.16 |
DisclosureSEC source: 0001398889-25-000095 · wk-form4_1741811988.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,178 Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 108 | $107.32 | $11,590.56 |
DisclosureSEC source: 0001398889-25-000095 · wk-form4_1741811988.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,191 F1 · price: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 77 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 14:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 4,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000080 · wk-form4_1740754494.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,083 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 14:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 9,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000080 · wk-form4_1740754494.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,124 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 5,458 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 17:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 316 | $105.33 | $33,284.28 |
DisclosureSEC source: 0001398889-25-000059 · wk-form4_1740504861.xml · nonDerivative · entry 3 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,535 F3 · shares: A portion of the reporting person's restricted stock units (1,039 ) granted on February 23, 2024 vested on February 21, 2025. Upon vesting, 316 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 294 | $105.33 | $30,967.02 |
DisclosureSEC source: 0001398889-25-000059 · wk-form4_1740504861.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,851 F2 · shares: A portion of the reporting person's restricted stock units (967) granted on February 20, 2023 vested on February 21, 2025. Upon vesting, 294 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 17:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 332 | $105.33 | $34,969.56 |
DisclosureSEC source: 0001398889-25-000059 · wk-form4_1740504861.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,145 F1 · shares: A portion of the reporting person's restricted stock units (969 ) granted on February 21, 2022 vested on February 21, 2025. Upon vesting, 332 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 | 2,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-25-000042 · wk-form4_1740066053.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,810 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 |
| November 01, 2024 Filed Jan 10, 2025 18:34 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 5,141.38 | $97.25 | $499,999.21 |
DisclosureSEC source: 0001398889-25-000028 · wk-form4_1736534087.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,786 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 October 31, 2025, October 31, 2026 and October 31, 2027. Read SEC document |
| November 01, 2024 Filed Aug 5, 2025 21:41 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 5,141 | $97.25 | $499,962.25 |
DisclosureSEC source: 0000004904-25-000145 · wk-form4a_1754430091.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,786 F1 · shares: The restricted stock units represent a contingent right to receive AEP common stock upon vesting. The restricted stock units vest on October 31, 2027. Read SEC document |
| May 01, 2024 Filed May 2, 2024 17:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 119 | $88.15 | $10,489.85 |
DisclosureSEC source: 0001398889-24-000146 · wk-form4_1714671510.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,477 F1 · shares: A portion of the reporting person's restricted stock units (391) granted on August 2, 2021 vested on May 1, 2024. Upon vesting, 119 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:37 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 19 | $83.84 | $1,592.96 |
DisclosureSEC source: 0001398889-24-000096 · wk-form4_1711485425.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,584 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000083 · wk-form4_1709664991.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,151 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 3,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000083 · wk-form4_1709664991.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,394 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 3,454 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 | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000067 · wk-form4_1709059957.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,697 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 | 287 | $82.56 | $23,694.72 |
DisclosureSEC source: 0001398889-24-000049 · wk-form4_1708714786.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,518 F2 · shares: A portion of the reporting person's restricted stock units (930) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 287 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 | 335 | $82.56 | $27,657.60 |
DisclosureSEC source: 0001398889-24-000049 · wk-form4_1708714786.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,805 F1 · shares: A portion of the reporting person's restricted stock units (933 ) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 335 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:05 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 114 | $92.65 | $10,562.10 |
DisclosureSEC source: 0001398889-23-000125 · wf-form4_168305789188199.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,984 F1 · shares: A portion of the reporting person's restricted stock units (375) granted on August 2, 2021 vested on May 1, 2023. Upon vesting, 114 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 19:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 320 | $90.85 | $29,072.00 |
DisclosureSEC source: 0001398889-23-000047 · wf-form4_167709590596613.xml · nonDerivative · entry 2 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,068 F2 · shares: A portion of the reporting person's restricted stock units (897) granted on February 21, 2022 vested on February 21, 2023. Upon vesting, 320 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 19:58 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000047 · wf-form4_167709590596613.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,388 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, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| May 01, 2022 Filed May 2, 2022 21:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 110 | $99.11 | $10,902.10 |
DisclosureSEC source: 0001398889-22-000135 · wf-form4_165152750232323.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 F1 · shares: A portion of Mr. Ulrich's restricted stock units (362) that were granted 8/2/2021 vested on 5/1/2022. Upon vesting 110 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2022 Filed Jun 6, 2022 17:16 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingResticted Stock Units | 110 | $99.11 | $10,902.10 |
DisclosureSEC source: 0001398889-22-000142 · wf-form4a_165453575761727.xml · nonDerivative · entry 1 Ulrich Phillip R. · CIK 0001926529 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 F1 · shares: A portion of Mr. Ulrich's restricted stock units (362) that were granted 8/2/2021 vested on 5/1/2022. Upon vesting 110 restricted stock units were withheld to satisfy the reporting person's tax liability. F2 · price: Value is based on the closing price of the stock. 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.