Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGE ENERGY INCMGEE · Entity 4253 | VP Energy Operations | 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 | 6,336.7049 |
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 1,390 · Balance 6,336.7049 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 21:31 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088358 · ownership.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,336.7049 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 17:46 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 275 | $78.44 | $21,571.00 |
DisclosureSEC source: 0001193125-26-003898 · ownership.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,946.7049 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 03, 2025 Filed Mar 5, 2025 19:19 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033326 · ownership.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,170.2434 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 15:37 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 258 | $92.96 | $23,983.68 |
DisclosureSEC source: 0000950170-25-001745 · ownership.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,091.2434 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 16:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025535 · ownership.xml · nonDerivative · entry 4 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309.2691 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, 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 16:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 237 | $63.64 | $15,082.68 |
DisclosureSEC source: 0000950170-24-025535 · ownership.xml · nonDerivative · entry 3 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,337.2691 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 16:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025535 · ownership.xml · nonDerivative · entry 2 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,574.2691 F2 · shares: Represents the settlement of performance units (PSUs) which have an equivalent value to one share of MGEE stock. 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 16:18 UTC | MGE ENERGY INC MGEE · Entity 4253 | Tax withholdingCommon Stock | 158 | $63.64 | $10,055.12 |
DisclosureSEC source: 0000950170-24-025535 · ownership.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,834.2691 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 10, 2023 Filed Mar 13, 2023 20:26 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 142.8321 | $69.96 | $9,992.85 |
DisclosureSEC source: 0001161728-23-000018 · primary_doc.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,969.7335 F1 · balance_after: Includes adjustments for accrued dividends pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11. F2 · balance_after: Includes 1,921 Restricted Stock Units (RSUs), which are converted to common stock on a one-to-one basis when vested. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:15 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE Common Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-23-000012 · primary_doc.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,826.9014 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 |
| March 11, 2022 Filed Mar 15, 2022 16:36 UTC | MGE ENERGY INC MGEE · Entity 4253 | PurchaseMGEE Common Stock | 130.9758 | $76.30 | $9,993.45 |
DisclosureSEC source: 0001161728-22-000003 · primary_doc.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887.4549 F1 · balance_after: (1) Includes shares acquired through dividend reinvestment Read SEC document |
| February 18, 2022 Filed Oct 11, 2022 14:17 UTC | MGE ENERGY INC MGEE · Entity 4253 | GrantMGEE Common Stock | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0001161728-22-000026 · primary_doc.xml · nonDerivative · entry 1 Lorenz James Jerome · CIK 0001859913 · VP Energy Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,084.6843 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, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.