Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC GAS & ELECTRIC CoPCG-PREF · Entity 25671 | VP, CFO, and Controller | January 10, 2023 | January 20, 2023 |
| PG&E CorpPCG · Entity 3143 | VP and Controller | March 02, 2026 | March 04, 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.
PACIFIC GAS & ELECTRIC Co
Report date January 10, 2023 · Filed January 20, 2023
This filing explicitly reported no securities owned.
PG&E Corp
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,262 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 7,379 · Balance 52,366 F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Row 2 · 2026-03-03 · Tax withholding · Disposed 1,104 · Balance 51,262 F2: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. |
| Common StockSEC Table I · non-derivative | IndirectHeld by Trustee of PG&E Corporation Retirement Savings Plan | 243.18 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 243.18 F3: Represents the approximate number of shares of PG&E Corporation common stock held for the Reporting Person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/2/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis.
F2: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs.
F3: Represents the approximate number of shares of PG&E Corporation common stock held for the Reporting Person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/2/2026.
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 03, 2026 Filed Mar 4, 2026 23:32 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 1,104 | $19.11 | $21,097.44 |
DisclosureSEC source: 0001628280-26-014879 · wk-form4_1772667118.xml · nonDerivative · entry 2 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,262 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:32 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 7,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014879 · wk-form4_1772667118.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,366 F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:50 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 15,406 | $19.00 | $292,714.00 |
DisclosureSEC source: 0001628280-26-014281 · wk-form4_1772585448.xml · nonDerivative · entry 2 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,987 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:50 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 37,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014281 · wk-form4_1772585448.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,393 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan for the performance cycle ended 12/31/2025. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| March 06, 2025 Filed Mar 6, 2025 21:35 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 14,984 | $16.21 | $242,890.64 |
DisclosureSEC source: 0001004980-25-000045 · wk-form4_1741296912.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,915 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on 5/16/2024. F2 · price: The price reported on Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.21 to $16.25, inclusive. For all transactions reported in this Form 4 utilizing a weighted average share price, the reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price with the ranges. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 01:05 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 8,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000037 · wk-form4_1741136734.xml · nonDerivative · entry 3 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,899 F3 · shares: RSUs granted under the PG&E Corporation 2021 LTIP. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 10,434 | $16.34 | $170,491.56 |
DisclosureSEC source: 0001004980-25-000037 · wk-form4_1741136734.xml · nonDerivative · entry 2 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,682 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units and restricted stock units (RSUs). Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:05 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 21,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-25-000037 · wk-form4_1741136734.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,116 F1 · shares: Vested performance shares granted under the PG&E Corporation 2021 Long-Term Incentive Plan (LTIP) for the performance cycle ended 12/31/2024. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| August 15, 2024 Filed Aug 17, 2024 00:10 UTC | PG&E Corp PCG · Entity 3143 | SaleCommon Stock | 38,601 | $18.32 | $707,170.32 |
DisclosureSEC source: 0001004980-24-000109 · wk-form4_1723853401.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,114 F1 · shares: The reported transaction occurred pursuant to a trading plan intended to comply with Rule 10b5-1(c) and adopted on May 16, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.29 to $18.36, inclusive. The reporting person undertakes to provide to PG&E Corporation, any security holder of PG&E Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:24 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 8,797 | $16.60 | $146,030.20 |
DisclosureSEC source: 0001004980-24-000026 · wk-form4_1709673833.xml · nonDerivative · entry 2 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,715 F2 · shares: These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units and restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:24 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 16,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-24-000026 · wk-form4_1709673833.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,512 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2023. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:59 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 3,050 | $15.61 | $47,610.50 |
DisclosureSEC source: 0001004980-23-000051 · wf-form4_167788433041920.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,508 Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 02:43 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 16,085 | $15.83 | $254,625.55 |
DisclosureSEC source: 0001004980-23-000014 · wf-form4_167668820466056.xml · nonDerivative · entry 2 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,637 Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 02:43 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 45,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001004980-23-000014 · wf-form4_167668820466056.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,722 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2022. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| February 15, 2023 Filed Feb 28, 2023 01:02 UTC Amendment | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 16,164 | $15.83 | $255,876.12 |
DisclosureSEC source: 0001004980-23-000033 · wf-form4a_167754614075136.xml · nonDerivative · entry 1 Williams Stephanie N · CIK 0001961083 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,558 F1 · shares: This amendment is being filed to correct the number of shares forfeited to cover tax withholding obligations incurred on 2/15/2023. 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.