Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | Director | March 02, 2026 | March 03, 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.
MGE ENERGY INC
Report date March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,039 |
Reported balance
After 2026-03-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 1,039 · Balance 1,039 F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested.
F2: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash.
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 02, 2026 Filed Mar 3, 2026 17:24 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-087384 · ownership.xml · derivative · entry 1 Kelly Daniel James · CIK 0002012023 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039 Underlying: common stock · 1,039 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:24 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002483 · ownership.xml · derivative · entry 2 Kelly Daniel James · CIK 0002012023 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 918 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: Represents RSU's which are converted to common stock on a one-to-one basis when vested. F1 · derivative.exercise_date: On March 3, 2025, the reporting personwas granted 918 retricted stock units (RSU's) that vested on December 31, 2025. F1 · derivative.expiration_date: On March 3, 2025, the reporting personwas granted 918 retricted stock units (RSU's) that vested on December 31, 2025. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:24 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-002483 · ownership.xml · nonDerivative · entry 1 Kelly Daniel James · CIK 0002012023 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918 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. F1 · shares: On March 3, 2025, the reporting personwas granted 918 retricted stock units (RSU's) that vested on December 31, 2025. F1 · price: On March 3, 2025, the reporting personwas granted 918 retricted stock units (RSU's) that vested on December 31, 2025. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:36 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032208 · ownership.xml · derivative · entry 1 Kelly Daniel James · CIK 0002012023 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918 Underlying: Common Stock · 918 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2025. The reporting person can elect stock or has the option to be paid out 25% in cash. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 20:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024727 · ownership.xml · derivative · entry 1 Kelly Daniel James · CIK 0002012023 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,061 Underlying: common stock · 1,061 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F1 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. F2 · derivative.exercise_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. F2 · derivative.expiration_date: The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash. 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.