Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AES CORPAES · Entity 3505 | EVP, COO, Pres. New Enrgy Tech | February 24, 2026 | February 26, 2026 |
| Fluence Energy, Inc.FLNC · Entity 4531 | Director | September 16, 2022 | September 22, 2022 |
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.
AES CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 235,589 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Tax withholding · Disposed 992 · Balance 235,589 F1: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the Restricted Stock Units granted on February 24, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the Restricted Stock Units granted on February 24, 2023.
Fluence Energy, Inc.
Report date September 16, 2022 · Filed September 22, 2022
This filing explicitly reported no securities owned.
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 24, 2026 Filed Feb 26, 2026 21:10 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 992 | $16.27 | $16,139.84 |
DisclosureSEC source: 0000874761-26-000042 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,589 F1 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the Restricted Stock Units granted on February 24, 2023. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:14 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 6,326 | $16.51 | $104,442.26 |
DisclosureSEC source: 0000874761-26-000020 · form4.xml · nonDerivative · entry 5 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,581 F5 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the RSUs granted on February 21, 2025. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:14 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 4,187 | $16.51 | $69,127.37 |
DisclosureSEC source: 0000874761-26-000020 · form4.xml · nonDerivative · entry 4 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,907 F4 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the RSUs granted on February 22, 2024. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:14 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 9,356 | $16.51 | $154,467.56 |
DisclosureSEC source: 0000874761-26-000020 · form4.xml · nonDerivative · entry 3 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,094 F3 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of PSUs granted on February 24, 2023. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:14 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 19,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000874761-26-000020 · form4.xml · nonDerivative · entry 2 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,450 F2 · shares: This Performance Stock Unit ("PSU") award was granted on February 24, 2023 pursuant to The AES Corporation 2003 Long Term Compensation Plan. After the prescribed three year performance period, the AES Board of Directors approved the performance value for the grant on February 20, 2026. Each earned PSU entitles the holder to one share of AES Common Stock. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:14 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 128,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000874761-26-000020 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,480 F1 · shares: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2025 Equity and Incentive Compensation Plan and will generally vest in three annual installments on February 20, 2027, February 20, 2028, and February 20, 2029, subject to the reporting person's continued employment with AES on each such date and the terms and conditions of the award. Each RSU entitles the holder to one share of AES Common Stock. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:05 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 9,240 | $13.77 | $127,234.80 |
DisclosureSEC source: 0000874761-25-000092 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,191 F1 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of 50% of the Restricted Stock Units granted on November 19, 2021. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:10 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 722 | $10.72 | $7,739.84 |
DisclosureSEC source: 0001127602-25-006836 · form4.xml · nonDerivative · entry 2 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,431 F2 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the RSUs granted on February 24, 2023. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:10 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 1,099 | $10.72 | $11,781.28 |
DisclosureSEC source: 0001127602-25-006836 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,153 F1 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the Restricted Stock Units ("RSU") granted on February 24, 2022. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:17 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 3,619 | $10.59 | $38,325.21 |
DisclosureSEC source: 0001127602-25-006369 · form4.xml · nonDerivative · entry 2 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,252 F2 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the RSUs granted on February 22, 2024. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:17 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 42,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006369 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,871 F1 · shares: This Restricted Stock Unit ("RSU") award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will generally vest in three annual installments on February 21, 2026, February 21, 2027, and February 21, 2028, subject to the reporting person's continued employment with AES on each such date and the terms and conditions of the award. Each RSU entitles the holder to one share of AES Common Stock. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 21:09 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 4,407 | $13.75 | $60,596.25 |
DisclosureSEC source: 0001127602-24-027799 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,378 F1 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of 25% of the Restricted Stock Units granted on November 19, 2021. Read SEC document |
| March 12, 2024 Filed Apr 15, 2024 23:50 UTC | AES CORP AES · Entity 3505 | PurchaseCommon Stock | 6 | $16.01 | $96.06 |
DisclosureSEC source: 0001127602-24-012913 · form4.xml · nonDerivative · entry 3 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,785 F1 · shares: This transaction is being reported late due to an administrative error. F2 · balance_after: The column 5 tally is based on the number of shares reported as beneficially owned in the reporting person's most recently filed Form 4. Read SEC document |
| February 24, 2024 Filed Feb 26, 2024 21:19 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 857 | $16.00 | $13,712.00 |
DisclosureSEC source: 0001127602-24-006840 · form4.xml · nonDerivative · entry 4 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,404 F4 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 24, 2023. Read SEC document |
| February 24, 2024 Filed Feb 26, 2024 21:19 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 1,099 | $16.00 | $17,584.00 |
DisclosureSEC source: 0001127602-24-006840 · form4.xml · nonDerivative · entry 3 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,261 F3 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the RSUs granted February 24, 2022. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:19 UTC | AES CORP AES · Entity 3505 | GrantCommon Stock | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006840 · form4.xml · nonDerivative · entry 2 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,360 F2 · shares: This RSU award was granted pursuant to The AES Corporation 2003 Long Term Compensation Plan and will generally vest in three annual installments on February 22, 2025, February 22, 2026, and February 22, 2027, subject to the reporting person's continued employment with AES on each such date and the terms and conditions of the award. Each RSU entitles the holder to one share of AES Common Stock. Read SEC document |
| February 19, 2024 Filed Feb 26, 2024 21:19 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 798 | $16.77 | $13,382.46 |
DisclosureSEC source: 0001127602-24-006840 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,235 F1 · shares: Reflects tax withholding in connection with the vesting and settlement of one-third of the Restricted Stock Units ("RSUs") granted February 19, 2021. Read SEC document |
| December 28, 2023 Filed Apr 15, 2024 23:50 UTC | AES CORP AES · Entity 3505 | PurchaseCommon Stock | 73 | $19.21 | $1,402.33 |
DisclosureSEC source: 0001127602-24-012913 · form4.xml · nonDerivative · entry 2 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,779 F1 · shares: This transaction is being reported late due to an administrative error. F2 · balance_after: The column 5 tally is based on the number of shares reported as beneficially owned in the reporting person's most recently filed Form 4. Read SEC document |
| November 21, 2023 Filed Apr 15, 2024 23:50 UTC | AES CORP AES · Entity 3505 | PurchaseCommon Stock | 302 | $16.89 | $5,100.78 |
DisclosureSEC source: 0001127602-24-012913 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · EVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,706 F1 · shares: This transaction is being reported late due to an administrative error. F2 · balance_after: The column 5 tally is based on the number of shares reported as beneficially owned in the reporting person's most recently filed Form 4. Read SEC document |
| November 19, 2023 Filed Nov 20, 2023 21:12 UTC | AES CORP AES · Entity 3505 | Tax withholdingCommon Stock | 2,948 | $17.01 | $50,145.48 |
DisclosureSEC source: 0001127602-23-027986 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · SVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,033 F1 · shares: Reflects automatic tax withholding of shares in connection with the vesting and settlement of one-third of the Restricted Stock Units granted on November 19, 2021. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 12:29 UTC | AES CORP AES · Entity 3505 | PurchaseCommon Stock | 2,450 | $16.30 | $39,935.00 |
DisclosureSEC source: 0001127602-23-027133 · form4.xml · nonDerivative · entry 1 Falu Ricardo Manuel · CIK 0001942815 · SVP, COO, Pres. New Enrgy Tech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,981 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.