Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MODINE MANUFACTURING COMOD · Entity 3547 | VP, Gen Counsel & Secretary | June 02, 2017 | June 06, 2017 |
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Executive VP & General Counsel | March 04, 2026 | March 06, 2026 |
| WISCONSIN ELECTRIC POWER COWELPP.OB · Entity 766 | EVP and Gen Counsel | January 01, 2018 | January 03, 2018 |
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.
MODINE MANUFACTURING CO
Report date June 02, 2017 · Filed June 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 82,543 |
Last balance in matching sequence
After 2017-06-02 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2017-06-02 · Tax withholding · Disposed 771 · Balance 82,635 F1: Shares disposed of in a private transaction to cover tax withholding. F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Row 2 · 2017-06-02 · Tax withholding · Disposed 1,054 · Balance 81,581 F1: Shares disposed of in a private transaction to cover tax withholding. F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Row 3 · 2017-06-02 · Grant · Acquired 3,083 · Balance 84,664 F3: The performance period for Performance Stock under the long-term incentive compensation plan initiated in June 2014 terminated in calendar 2017. The amount of the award varied based upon the achievement of Threshold, Target or Maximum levels. Under that plan, the Company used two measures to determine the payouts: Three-Year Average ROACE ("ROACE") and Annual Revenue Growth. The Company's ROACE for the performance period was 7.7%, which exceeded the Threshold level for that performance measure. As a result, in accordance with the long-term incentive compensation plan, the Company issued shares of unrestricted stock at approximately 35% of the Target. F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Row 4 · 2017-06-02 · Tax withholding · Disposed 1,080 · Balance 83,584 F1: Shares disposed of in a private transaction to cover tax withholding. F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Row 5 · 2017-06-02 · Tax withholding · Disposed 1,041 · Balance 82,543 F1: Shares disposed of in a private transaction to cover tax withholding. F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed of in a private transaction to cover tax withholding.
F2: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account.
F3: The performance period for Performance Stock under the long-term incentive compensation plan initiated in June 2014 terminated in calendar 2017. The amount of the award varied based upon the achievement of Threshold, Target or Maximum levels. Under that plan, the Company used two measures to determine the payouts: Three-Year Average ROACE ("ROACE") and Annual Revenue Growth. The Company's ROACE for the performance period was 7.7%, which exceeded the Threshold level for that performance measure. As a result, in accordance with the long-term incentive compensation plan, the Company issued shares of unrestricted stock at approximately 35% of the Target.
WEC ENERGY GROUP, INC.
Report date March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,096.188 |
Reported balance
After 2026-03-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 656.544 · Balance 6,096.188 F1: One-for-one. F2: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: One-for-one.
F2: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment.
F3: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11.
WISCONSIN ELECTRIC POWER CO
Report date January 01, 2018 · Filed January 03, 2018
This filing explicitly reported no securities owned.
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 04, 2026 Filed Mar 6, 2026 17:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 656.544 | $117.55 | $77,176.75 |
DisclosureSEC source: 0001185603-26-000004 · wk-form4_1772819512.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,096.188 Underlying: Common Stock · 656.544 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 166 | $105.05 | $17,437.47 |
DisclosureSEC source: 0001185603-26-000002 · wk-form4_1767743870.xml · nonDerivative · entry 3 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,178.359 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 10,786 | $0.00 Strike: $106.09 | $0.00 |
DisclosureSEC source: 0001185603-26-000002 · wk-form4_1767743870.xml · derivative · entry 5 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,786 Underlying: Common Stock · 10,786 shares Expires 2036-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 609 | $106.09 | $64,607.59 |
DisclosureSEC source: 0001185603-26-000002 · wk-form4_1767743870.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,344.359 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001185603-26-000002 · wk-form4_1767743870.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,953.359 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 17:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 708.8442 | $104.47 | $74,052.95 |
DisclosureSEC source: 0000107815-25-000124 · wk-form4_1741368722.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,263.4042 Underlying: Common Stock · 708.8442 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 20:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 379 | $94.18 | $35,692.33 |
DisclosureSEC source: 0000107815-25-000077 · wk-form4_1736281102.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,707.359 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 9,527 | $0.00 Strike: $94.55 | $0.00 |
DisclosureSEC source: 0000107815-25-000057 · wk-form4_1736209250.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,527 Underlying: Common Stock · 9,527 shares Expires 2035-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 315 | $94.55 | $29,782.46 |
DisclosureSEC source: 0000107815-25-000057 · wk-form4_1736209250.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,086.359 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-25-000057 · wk-form4_1736209250.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,401.359 Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 16:39 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 888.6678 | $79.73 | $70,853.48 |
DisclosureSEC source: 0000107815-24-000109 · wk-form4_1709829578.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,395.0148 Underlying: Common Stock · 888.6678 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 19:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 183 | $86.23 | $15,780.09 |
DisclosureSEC source: 0000107815-24-000065 · wk-form4_1704741411.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,042.359 Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 379 | $86.26 | $32,691.59 |
DisclosureSEC source: 0000107815-24-000037 · wk-form4_1704414958.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,225.359 Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 10,788 | $0.00 Strike: $85.05 | $0.00 |
DisclosureSEC source: 0000107815-24-000037 · wk-form4_1704414958.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,788 Underlying: Common Stock · 10,788 shares Expires 2034-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-24-000037 · wk-form4_1704414958.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,604.359 Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 20:40 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,939.6049 | $81.43 | $157,942.03 |
DisclosureSEC source: 0000107815-23-000243 · wk-form4_1700167205.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,292.9394 Underlying: Common Stock · 1,939.6049 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 19:14 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 773.587 | $88.87 | $68,748.68 |
DisclosureSEC source: 0000107815-23-000111 · wf-form4_167838928518222.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,375.322 Underlying: Common Stock · 773.587 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:21 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 183 | $94.79 | $17,346.57 |
DisclosureSEC source: 0000107815-23-000071 · wf-form4_167304369492656.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,071.359 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 10,070 | $0.00 Strike: $93.69 | $0.00 |
DisclosureSEC source: 0000107815-23-000031 · wf-form4_167297255148283.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,070 Underlying: Common Stock · 10,070 shares Expires 2033-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 379 | $93.69 | $35,508.51 |
DisclosureSEC source: 0000107815-23-000031 · wf-form4_167297255148283.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,254.359 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:36 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,507 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-23-000031 · wf-form4_167297255148283.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,633.359 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:33 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 498.3846 | $91.45 | $45,577.27 |
DisclosureSEC source: 0000107815-22-000315 · wf-form4_166810878642131.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,033.708 Underlying: Common Stock · 498.3846 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 718.368 | $95.45 | $68,568.23 |
DisclosureSEC source: 0000107815-22-000127 · wf-form4_164686425607995.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524.152 Underlying: Common Stock · 718.368 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 23:07 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,126.5338 | $90.88 | $102,379.39 |
DisclosureSEC source: 0000107815-22-000123 · wf-form4_164626242350577.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,358.9757 Underlying: Common Stock · 1,126.5338 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 23:49 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 180 | $96.28 | $17,330.40 |
DisclosureSEC source: 0000107815-22-000088 · wf-form4_164151293110173.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,126.359 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 16,181 | $0.00 Strike: $96.04 | $0.00 |
DisclosureSEC source: 0000107815-22-000043 · wf-form4_164142827399928.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,181 Underlying: Common Stock · 16,181 shares Expires 2032-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 406 | $96.04 | $38,990.21 |
DisclosureSEC source: 0000107815-22-000043 · wf-form4_164142827399928.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,306.359 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000043 · wf-form4_164142827399928.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,712.359 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:33 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 321.438 | $90.87 | $29,209.07 |
DisclosureSEC source: 0000107815-21-000277 · wf-form4_163649360652829.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,176.9854 Underlying: Common Stock · 321.438 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| May 25, 2021 Filed May 27, 2021 20:46 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,113.3296 | $94.21 | $104,886.78 |
DisclosureSEC source: 0000107815-21-000173 · wf-form4_162214826624386.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,766.2605 Underlying: Common Stock · 1,113.3296 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 791.13 | $84.48 | $66,834.66 |
DisclosureSEC source: 0000107815-21-000093 · wf-form4_161532641520665.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752.22 Underlying: Common Stock · 791.13 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11 Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:47 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 148.193 | $85.46 | $12,664.57 |
DisclosureSEC source: 0000107815-21-000070 · wf-form4_161299724825718.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,607.0464 Underlying: Common Stock · 148.193 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:55 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 21,072 | $0.00 Strike: $91.06 | $0.00 |
DisclosureSEC source: 0000107815-21-000041 · wf-form4_160998452552473.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,072 Underlying: Common Stock · 21,072 shares Expires 2031-01-04 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:55 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 612 | $91.06 | $55,728.72 |
DisclosureSEC source: 0000107815-21-000041 · wf-form4_160998452552473.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,177.359 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 Pursuant to Rule 16a-11. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:55 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-21-000041 · wf-form4_160998452552473.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789.359 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 Pursuant to Rule 16a-11. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:02 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,354.4141 | $96.75 | $131,039.56 |
DisclosureSEC source: 0000107815-20-000296 · wf-form4_160590973810917.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,431.8764 Underlying: Common Stock · 1,354.4141 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 22:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 579.328 | $104.21 | $60,371.77 |
DisclosureSEC source: 0000107815-20-000102 · wf-form4_158353207726280.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934.32 Underlying: Common Stock · 579.328 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the NQRSP in transactions exempt from Section 16 pursuant to Rule 16a-11 Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:21 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 115.9216 | $99.64 | $11,550.43 |
DisclosureSEC source: 0000107815-20-000075 · wf-form4_158102764311034.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,995.3997 Underlying: Common Stock · 115.9216 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 20,477 | $0.00 Strike: $91.49 | $0.00 |
DisclosureSEC source: 0000107815-20-000033 · wf-form4_157836359562586.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,477 Underlying: Common Stock · 20,477 shares Expires 2030-01-02 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 430 | $91.49 | $39,339.63 |
DisclosureSEC source: 0000107815-20-000033 · wf-form4_157836359562586.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,323.359 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 Pursuant to Rule 16a-11. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 02:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-20-000033 · wf-form4_157836359562586.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,753.359 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 Pursuant to Rule 16a-11. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 19:38 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 183.356 | $87.95 | $16,126.16 |
DisclosureSEC source: 0000107815-19-000321 · wf-form4_157427866501279.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853.8295 Underlying: Common Stock · 183.356 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 21:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 179.3231 | $89.99 | $16,137.29 |
DisclosureSEC source: 0000107815-19-000260 · wf-form4_156581951312506.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,647.9996 Underlying: Common Stock · 179.3231 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 138.5643 | $77.40 | $10,724.88 |
DisclosureSEC source: 0000107815-19-000194 · wf-form4_155752019272981.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,443.4542 Underlying: Common Stock · 138.5643 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 20:23 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 345.744 | $77.15 | $26,674.15 |
DisclosureSEC source: 0000107815-19-000148 · wf-form4_155250857951852.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345.744 Underlying: Common Stock · 345.744 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Nonqualified Retirement Savings Plan (NQRSP). Phantom stock units accrued under the NQRSP are settled following the reporting person's retirement or other termination of employment. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 197.322 | $75.10 | $14,818.88 |
DisclosureSEC source: 0000107815-19-000119 · wf-form4_155087229240311.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,280.9606 Underlying: Common Stock · 197.322 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP). Prior Forms 4 stated that phantom stock units accrued under the EDCP were to be settled following the reporting person's retirement or other termination of employment. However, the EDCP also allows for in-service distributions prior to termination of service. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP). Prior Forms 4 stated that phantom stock units accrued under the EDCP were to be settled following the reporting person's retirement or other termination of employment. However, the EDCP also allows for in-service distributions prior to termination of service. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:25 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 20,147 | $0.00 Strike: $68.18 | $0.00 |
DisclosureSEC source: 0000107815-19-000038 · wf-form4_154665150934936.xml · derivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,147 Underlying: Common Stock · 20,147 shares Expires 2029-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:25 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 211 | $68.18 | $14,384.93 |
DisclosureSEC source: 0000107815-19-000038 · wf-form4_154665150934936.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,241 Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:25 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-19-000038 · wf-form4_154665150934936.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,452 Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 21:53 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 194.5665 | $67.61 | $13,154.64 |
DisclosureSEC source: 0000107815-18-000284 · wf-form4_154162756803418.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060.3105 Underlying: Common Stock · 194.5665 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan ("EDCP") and are to be settled following the reporting person's retirement or other termination of employment. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the WEC Energy Group, Inc. EDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. 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.