Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | Director · Chairman, President & CEO | 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,908.3543 |
Reported balance
After 2026-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 10,905 · Balance 31,908.3543 F1: 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, 2028. F2: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 |
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. The RSUs vest on December 31, 2028.
F2: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11
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 21:17 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 10,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088253 · ownership.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,908.3543 F1 · 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, 2028. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:35 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 1,216 | $78.44 | $95,383.04 |
DisclosureSEC source: 0001193125-26-003875 · ownership.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,003.3543 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 20:32 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 1,900.6589 | $78.92 | $150,000.00 |
DisclosureSEC source: 0001193125-25-311139 · ownership.xml · derivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,782.1704 Underlying: common stock · 1,900.6589 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof F2 · derivative.exercise_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F3 · balance_after: Aggregate amount of phantom stock units held under the 2023 DCSERP. F4 · 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 5, 2025 19:40 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 6,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033356 · ownership.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,076.9307 F1 · 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, 2027. F2 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 15:53 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 1,103 | $92.96 | $102,534.88 |
DisclosureSEC source: 0000950170-25-001750 · ownership.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,169.9307 F1 · 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 5, 2024 15:47 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 1,092.5194 | $63.19 | $69,036.30 |
DisclosureSEC source: 0000950170-24-025510 · ownership.xml · derivative · entry 3 Keebler Jeffrey M · CIK 0001650481 · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,778.8128 Underlying: common stock · 1,092.5194 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof. F4 · derivative.exercise_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F4 · derivative.expiration_date: Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. F5 · balance_after: Aggregate amount of phantom stock units held under the 2023 DCSERP. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 15:47 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 5,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025510 · ownership.xml · nonDerivative · entry 2 Keebler Jeffrey M · CIK 0001650481 · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,179.499 F2 · shares: Represents restricted stock units (RSU's) which are converted to common stock on a one-to-one basis when vested. The RSU's vest on December 31, 2026. F1 · 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 5, 2024 15:47 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 1,394 | $63.64 | $88,714.16 |
DisclosureSEC source: 0000950170-24-025510 · ownership.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,017.499 F1 · balance_after: Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 20:08 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 1,391.7501 | $72.67 | $101,138.48 |
DisclosureSEC source: 0000950170-23-069643 · ownership.xml · derivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,684.5884 Underlying: common stock · 1,391.7501 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof F2 · derivative.exercise_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the plan F2 · derivative.expiration_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the plan Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 15:44 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantPhantom Stock Units · Derivative | 289.6627 | $71.25 | $20,638.47 |
DisclosureSEC source: 0001161728-23-000016 · primary_doc.xml · derivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289.6627 Underlying: Common Stock · 289.6627 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof. F2 · derivative.exercise_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the plan. F2 · derivative.expiration_date: Phantom stock units were accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (DC SERP) and are to be settled in accordance with the terms of the plan. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 15:58 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE Common Stock | 3,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-23-000001 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,356.9815 F1 · 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 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 14:27 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE COMMON STOCK | 3,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000028 · primary_doc.xml · nonDerivative · entry 2 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,927.8597 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. F1 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| February 19, 2021 Filed Oct 11, 2022 14:27 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE COMMON STOCK | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000028 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,787.8597 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. F1 · balance_after: Includes adjustments for accrued dividends, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 18:16 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 524.9454 | $66.62 | $34,973.75 |
DisclosureSEC source: 0001161728-19-000013 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,270.7735 F1 · balance_after: Includes shares purchased through reinvestment. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:38 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 627.4589 | $55.73 | $34,968.60 |
DisclosureSEC source: 0001161728-18-000008 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704.4146 F1 · balance_after: Includes shares purchased through reinvestment. Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 20:48 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 546.6674 | $64.02 | $35,000.00 |
DisclosureSEC source: 0001161728-17-000023 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068.9412 F1 · balance_after: Includes shares purchased through reinvestment. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 19:33 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 198.434 | $60.47 | $12,000.00 |
DisclosureSEC source: 0001161728-16-000044 · primary_doc.xml · nonDerivative · entry 1 Keebler Jeffrey M · CIK 0001650481 · Sr. VP-Energy Supply/Planning 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515.8671 F1 · balance_after: Includes shares purchased through reinvestment. 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.