Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | Director · Chairman, President and CEO | 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.
XCEL ENERGY INC
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 | 512,597.261 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 42,065 · Balance 512,597.261 F1: Represents restricted stock units that vest on December 31, 2028 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest on December 31, 2028 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATTERSON COMPANIES, INC.
Report date April 17, 2025 · Filed April 17, 2025
Section 16 reporting ended · disclosed 2025-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 1
1 source rowRow 1 · 2025-04-17 · Disposition to issuer · Disposed 38,242 · Balance 0 F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below).
F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger.
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 |
|---|---|---|---|---|---|---|
| February 18, 2020 Filed Feb 21, 2020 00:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 17,752.87 | $70.26 | $1,247,316.65 |
DisclosureSEC source: 0001567619-20-004514 · doc1.xml · nonDerivative · entry 3 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,165.089 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 6,863.523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-004514 · doc1.xml · nonDerivative · entry 2 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,917.959 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 18, 2020 Filed Feb 21, 2020 00:15 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 29,216.347 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004514 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,054.436 F1 · balance_after: The amount also includes 367.105 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 5,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000470 · doc1.xml · derivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,451 Underlying: Common Stock · 5,451 shares Expires 2022-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation, and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2022. Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 15:09 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 6,200 | $18.71 | $116,002.00 |
DisclosureSEC source: 0001209191-19-050014 · doc4.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,872 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 15:06 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 4,400 | $58.60 | $257,845.28 |
DisclosureSEC source: 0001567619-19-013314 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,470.984 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.54 to $58.67, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 to this Form 4. F2 · balance_after: This amount also includes 139.189 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:34 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,703.338 | $54.86 | $148,305.12 |
DisclosureSEC source: 0001567619-19-006178 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,731.795 F1 · balance_after: Withholding of stock to satisfy tax withholding obligation on vesting of a previously reported award of restricted stock under the Xcel Energy Executive Annual Incentive Award Program. A fractional share interest was settled in cash in connection with the vesting of the restricted stock award and the withholding of shares for taxes. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:51 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 6,464.241 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005175 · doc1.xml · derivative · entry 4 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,464.241 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 5,925 units. F5 · derivative.exercise_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. F5 · derivative.expiration_date: Award vested on December 31, 2018 but was settled in shares of common stock on February 19, 2019. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:51 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 18,946.021 | $53.46 | $1,012,854.28 |
DisclosureSEC source: 0001567619-19-005175 · doc1.xml · nonDerivative · entry 3 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,435.133 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock and performance share unit awards and relating to share withholding for taxes were settled in cash. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:51 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 6,464.241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-005175 · doc1.xml · nonDerivative · entry 2 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,381.154 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 23:51 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 43,641.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005175 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,916.913 F1 · balance_after: This amount also includes 443.859 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:50 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000318 · doc1.xml · derivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,470 Underlying: Common Stock · 6,470 shares Expires 2021-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2021. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 14:12 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 4,672 | $24.83 | $116,005.76 |
DisclosureSEC source: 0001209191-18-051391 · doc4.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,672 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. 2015 Amended and Restated Omnibus Incentive Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 23:03 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 1,184.748 | $43.28 | $51,275.89 |
DisclosureSEC source: 0001140361-18-012068 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,831.274 F1 · balance_after: Withholding of stock to satisfy tax withholding obligation on vesting of a previously reported award of restricted stock under the Xcel Energy Executive Annual Incentive Award Program. A fractional share interest was settled in cash in connection with the vesting of the restricted stock award and the withholding of shares for taxes. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 3,131.405 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009715 · doc1.xml · derivative · entry 4 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,131.405 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 2,963 units. F5 · derivative.exercise_date: Award vested on December 31, 2017 but was settled in shares of common stock on February 20, 2018. F5 · derivative.expiration_date: Award vested on December 31, 2017 but was settled in shares of common stock on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 9,532.902 | $44.68 | $425,930.06 |
DisclosureSEC source: 0001140361-18-009715 · doc1.xml · nonDerivative · entry 3 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,674.022 F3 · balance_after: A fractional share interest was settled in cash in connection with the settlement of restricted stock and performance share unit awards and the withholding of shares for taxes. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 3,131.405 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-009715 · doc1.xml · nonDerivative · entry 2 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,206.924 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 02:11 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 25,281.497 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009715 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,075.519 F1 · balance_after: This amount also includes 174.022 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| February 20, 2018 Filed Mar 10, 2018 01:09 UTC Amendment | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 26,623.497 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012918 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,417.519 F1 · shares: Corrected to reflect 1,342 additional shares acquired in the previously reported transaction. Subsequent reports on Form 4 were not affected. F2 · balance_after: This amount also includes 174.022 shares of stock acquired between March 13, 2017 and December 28, 2017 pursuant to the reinvestment of dividends. Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 01:43 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000940 · doc1.xml · derivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,004 Underlying: Common Stock · 6,004 shares Expires 2020-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on Dec. 31, 2020. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:54 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 7,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-008945 · doc1.xml · nonDerivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,620 F1 · price: Of the 7,620 shares, 6,350 were issued at a price of $42.00 per share in connection with the reporting person's election to receive a portion of his annual incentive award in restricted shares, and 1,270 were issued at no cost as a 20% premium on the annual incentive amount received in shares. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 6,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-000789 · doc1.xml · derivative · entry 1 Frenzel Robert · CIK 0001672519 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,278 Underlying: Common Stock · 6,278 shares Expires 2019-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on Dec. 31, 2019. 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.