Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | CNO and Pres. Nuc. Ops. and CE | February 25, 2026 | February 27, 2026 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | President & COO - PSEG Power | March 13, 2023 | March 15, 2023 |
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.
DOMINION ENERGY, INC
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,467 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 6,607 · Balance 77,467 F1: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date March 13, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,482.093 |
Reported balance
After 2023-03-13 transaction · row 1
1 source rowRow 1 · 2023-03-13 · Sale · Disposed 7,105 · Balance 6,482.093 F1: This represents the weighted average price of shares at a range between 57.630 and 57.640. The reporting person undertakes to provide full share price information upon request. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,311.7383 |
Reported balance
Holding disclosure · report date 2023-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,311.7383 |
Filing footnotes · ownership attribution and instrument terms
F1: This represents the weighted average price of shares at a range between 57.630 and 57.640. The reporting person undertakes to provide full share price information upon request.
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 25, 2026 Filed Feb 27, 2026 21:39 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 6,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002787 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · CNO and Pres. Nuc. Ops. and CE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,467 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 9,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001242 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · CNO and Pres. Nuc. Ops. and CE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,860 F1 · shares: Goal-based shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3, for which satisfaction of performance criteria has been determined, receipt of which has been deferred by the Reporting Person under the Dominion Energy, Inc. Deferred Compensation Plan. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 23:11 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001898 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · CNO and Pres. Nuc. Ops. and CE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,012 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 17:41 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | SaleCommon Stock | 7,105 | $57.64 | $409,496.68 |
DisclosureSEC source: 0001225208-23-003966 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · President & COO - PSEG Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482.093 F1 · price: This represents the weighted average price of shares at a range between 57.630 and 57.640. The reporting person undertakes to provide full share price information upon request. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:47 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 2,156 | $59.54 | $128,368.24 |
DisclosureSEC source: 0001225208-23-003213 · doc4.xml · nonDerivative · entry 2 Carr Eric · CIK 0001949423 · President & COO - PSEG Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,587.093 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:47 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 4,819.545 | $59.54 | $286,955.71 |
DisclosureSEC source: 0001225208-23-003213 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · President & COO - PSEG Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,743.093 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 23:04 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantPhantom Stock · Derivative | 6,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002128 · doc4.xml · derivative · entry 1 Carr Eric · CIK 0001949423 · President & COO - PSEG Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,132 Underlying: Common Stock · 6,132 shares Expires not disclosed F1 · security: LTIP Restricted Stock Unit Grant. Phantom stock represents the share equivalent of amount deferred under the Equity Deferral Plan upon vesting. F2 · derivative.exercise_price: Phantom stock converts into common stock on a one-for-one basis upon vesting on January 1st of the 3rd year following the grant. F3 · shares: 2023 Restricted Stock Unit grant under the 2021 Long-Term Incentive Plan. F4 · derivative.exercise_date: Date shown is vesting date of LTIP Restricted Stock Unit. F5 · derivative.expiration_date: Phantom stock does not have a corresponding expiration date. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 20:53 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | Tax withholdingCommon Stock | 1,800 | $61.28 | $110,309.40 |
DisclosureSEC source: 0001225208-23-000384 · doc4.xml · nonDerivative · entry 1 Carr Eric · CIK 0001949423 · President & COO - PSEG Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,923.548 F1 · balance_after: Amount includes accumulated dividend reinvestments that are exempt from Section 16. 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.