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 |
|---|---|---|---|---|---|---|
| August 13, 2018 Filed Aug 15, 2018 21:06 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 229.5832 | $66.89 | $15,356.82 |
DisclosureSEC source: 0000107815-18-000258 · wf-form4_153436716724960.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,842.505 Underlying: Common Stock · 229.5832 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 |
| May 09, 2018 Filed May 11, 2018 20:25 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 189.811 | $61.44 | $11,661.99 |
DisclosureSEC source: 0000107815-18-000200 · wf-form4_152607025764798.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,589.96 Underlying: Common Stock · 189.811 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 |
| February 12, 2018 Filed Feb 14, 2018 23:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 70.11 | $61.28 | $4,296.34 |
DisclosureSEC source: 0000107815-18-000121 · wf-form4_151864918048637.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,378.1146 Underlying: Common Stock · 70.11 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 |
| January 02, 2018 Filed Jan 5, 2018 00:34 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 18,380 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-18-000041 · wf-form4_151511244898823.xml · derivative · entry 3 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,380 Underlying: Common Stock · 18,380 shares Expires 2028-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:34 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,695 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000041 · wf-form4_151511244898823.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 21:50 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,290.7758 | $65.48 | $150,000.00 |
DisclosureSEC source: 0000107815-17-000249 · wf-form4_150594420249705.xml · derivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · Executive VP, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,290.7758 Underlying: Common Stock · 2,290.7758 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of compensation in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan and are to be settled following the reporting person's retirement or other termination of employment. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan and are to be settled following the reporting person's retirement or other termination of employment. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:03 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | Tax withholdingCommon stock | 1,041 | $15.85 | $16,499.85 |
DisclosureSEC source: 0001140361-17-023943 · doc1.xml · nonDerivative · entry 5 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,543 F1 · shares: Shares disposed of in a private transaction to cover tax withholding. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:03 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | Tax withholdingCommon stock | 1,080 | $15.85 | $17,118.00 |
DisclosureSEC source: 0001140361-17-023943 · doc1.xml · nonDerivative · entry 4 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,584 F1 · shares: Shares disposed of in a private transaction to cover tax withholding. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:03 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | GrantCommon stock | 3,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023943 · doc1.xml · nonDerivative · entry 3 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,664 F3 · shares: 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 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:03 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | Tax withholdingCommon stock | 1,054 | $15.85 | $16,705.90 |
DisclosureSEC source: 0001140361-17-023943 · doc1.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,581 F1 · shares: Shares disposed of in a private transaction to cover tax withholding. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 20:03 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | Tax withholdingCommon stock | 771 | $15.85 | $12,220.35 |
DisclosureSEC source: 0001140361-17-023943 · doc1.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,635 F1 · shares: Shares disposed of in a private transaction to cover tax withholding. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 19:32 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | GrantEmployee stock option · Derivative | 10,664 | $0.00 Strike: $15.90 | $0.00 |
DisclosureSEC source: 0001140361-17-023519 · doc1.xml · derivative · entry 3 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,664 Underlying: Common stock · 10,664 shares Expires 2027-06-01 F4 · derivative.exercise_date: This option will vest in four equal annual installments commencing on 6/1/18. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 19:32 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | GrantCommon stock | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023519 · doc1.xml · nonDerivative · entry 2 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,406 F3 · shares: This is an award of restricted stock units which will vest in four equal annual installments commencing on 6/1/18. Each restricted stock unit represents a contingent right to receive one share of MOD common stock. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 19:32 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | Tax withholdingCommon stock | 1,268 | $15.20 | $19,273.60 |
DisclosureSEC source: 0001140361-17-023519 · doc1.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,595 F1 · shares: Shares disposed of in a private transaction to cover tax withholding. F2 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. Read SEC document |
| December 21, 2016 Filed Dec 22, 2016 16:17 UTC | MODINE MANUFACTURING CO MOD · Entity 3547 | GiftCommon stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-090557 · doc1.xml · nonDerivative · entry 1 KELSEY MARGARET C · CIK 0001185603 · VP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,863 F1 · balance_after: This total includes 318 units of Modine common stock held in the Reporting Person's Modine 401(k) Retirement Plan account. 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.