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 17:26 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-087388 · ownership.xml · derivative · entry 1 Possin James L · CIK 0001477220 · 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 21:15 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002441 · ownership.xml · derivative · entry 3 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 2,062 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. F3 · 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 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F1 · derivative.expiration_date: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:15 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 2,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-002441 · ownership.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,931.6188 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 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F1 · price: On March 1, 2023, the reporting person was granted 1,144 restricted stock units (RSU's) that vested on December 31, 2025. On March 3, 2025, the reporting person was granted 918 RSU's that vested on December 31, 2025. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:40 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032236 · ownership.xml · derivative · entry 1 Possin James L · CIK 0001477220 · 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 |
| December 31, 2024 Filed Jan 3, 2025 23:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001466 · ownership.xml · derivative · entry 4 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 692 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. F3 · 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 February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F1 · derivative.expiration_date: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | Disposition to issuerCommon Stock | 139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-001466 · ownership.xml · nonDerivative · entry 2 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,840.9113 F1 · shares: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F1 · price: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 23:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-001466 · ownership.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,979.9113 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 February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F1 · price: On February 18, 2022, the reporting person was granted 692 restricted stock units (RSU's) that vested on December 31, 2024. The reporting person elected to receive 25% of the award in cash. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 20:30 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024750 · ownership.xml · derivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,267 Underlying: common stock · 1,267 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, 2023 Filed Jan 2, 2024 19:04 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-000151 · ownership.xml · derivative · entry 2 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 760 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. F3 · 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 February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · derivative.expiration_date: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. Read SEC document |
| December 31, 2023 Filed Jan 2, 2024 19:04 UTC | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-000151 · ownership.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,182.0026 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 February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · price: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 17:44 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionRestricted Stock Units · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-000651 · ownership.xml · derivative · entry 3 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 760 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 February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · derivative.expiration_date: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 17:44 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | Exercise / conversionCommon Stock | 760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-000651 · ownership.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,272 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 February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. F1 · price: On February 19, 2021, the reporting person was granted 760 restricted stock units (RSU's) that vested on December 31, 2023. The reporting person could elect to receive 25% of the award in cash but did not make that election. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:35 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-23-000005 · primary_doc.xml · derivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144 Underlying: Common Stock · 1,144 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:17 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 400 | $70.05 | $28,020.00 |
DisclosureSEC source: 0001161728-22-000001 · primary_doc.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 21:06 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000043 · primary_doc.xml · derivative · entry 2 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692 Underlying: COMMON STOCK · 692 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F3 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 20:02 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000037 · primary_doc.xml · derivative · entry 2 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692 Underlying: COMMON STOCK · 692 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F3 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 21:06 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000043 · primary_doc.xml · derivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: COMMON STOCK · 760 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 20:02 UTC Amendment | MGE ENERGY INC MGEE · Entity 4253 | GrantRESTRICTED STOCK UNITS · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000037 · primary_doc.xml · derivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: COMMON STOCK · 760 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 15:52 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000036 · primary_doc.xml · derivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F2 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. F2 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2023. Read SEC document |
| February 18, 2021 Filed Oct 11, 2022 15:52 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantRestricted Stock Units · Derivative | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000036 · primary_doc.xml · derivative · entry 2 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692 Underlying: Common Stock · 692 shares Expires not disclosed F1 · derivative.exercise_price: Director can elect stock or has the option to be paid out 25% in cash. F3 · shares: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.exercise_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. F3 · derivative.expiration_date: Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2024. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 15:56 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 200 | $62.98 | $12,596.00 |
DisclosureSEC source: 0001161728-20-000091 · primary_doc.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 17:52 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 300 | $66.35 | $19,905.00 |
DisclosureSEC source: 0001161728-20-000084 · primary_doc.xml · nonDerivative · entry 1 Possin James L · CIK 0001477220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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.