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Bergstein Joseph P Jr

Disclosed activity across 1 company

Tapewire entity
65050
SEC CIK
0001661030

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PPL CorpPPL · Entity 346EVP and CFOFebruary 20, 2026February 24, 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.

PPL Corp

Report date February 20, 2026 · Filed February 24, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect214,495.573 Last balance in matching sequence After 2026-02-20 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2026-02-20 · Exercise / conversion · Acquired 21,118 · Balance 223,739.573

F1: Total includes the reinvestment of dividends.

Row 2 · 2026-02-20 · Tax withholding · Disposed 9,244 · Balance 214,495.573

F2: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1: Total includes the reinvestment of dividends.

Performance Stock Unit (SIP)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2026-02-20 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-02-20 · Exercise / conversion · Disposed 21,118 · Balance 0

F1: Total includes the reinvestment of dividends.

F3: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (151.5%) based on the Company's earnings growth over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/20/2026.

F4: As of 02/24/2026, total performance units beneficially owned is 148,107.854. This total includes the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Common StockSEC Table I · non-derivativeIndirectHeld in trust pursuant to the Employee Stock Ownership Plan.395.195 Reported balance Holding disclosure · report date 2026-02-20 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 395.195

F1: Total includes the reinvestment of dividends.

Common StockSEC Table I · non-derivativeIndirectAs custodian for children under the Dividend Reinvestment Plan.62.527 Reported balance Holding disclosure · report date 2026-02-20 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 62.527

F1: Total includes the reinvestment of dividends.

Filing footnotes · ownership attribution and instrument terms

F1: Total includes the reinvestment of dividends.

F2: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F3: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (151.5%) based on the Company's earnings growth over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/20/2026.

F4: As of 02/24/2026, total performance units beneficially owned is 148,107.854. This total includes the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 20, 2026 Filed Feb 24, 2026 22:16 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 21,118 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-067524 · ownership.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,118 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.

F1 · shares: Total includes the reinvestment of dividends.

F3 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (151.5%) based on the Company's earnings growth over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/20/2026.

F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (151.5%) based on the Company's earnings growth over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/20/2026.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F4 · balance_after: As of 02/24/2026, total performance units beneficially owned is 148,107.854. This total includes the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 22:16 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 9,244 $37.44 $346,095.36
Disclosure

SEC source: 0001193125-26-067524 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,495.573

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
February 20, 2026 Filed Feb 24, 2026 22:16 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 21,118 $37.44 $790,657.92
Disclosure

SEC source: 0001193125-26-067524 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,739.573

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionStock Unit (SIP) · Derivative 3,875.024 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 15

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,751.077

Underlying: Common Stock · 3,875.024 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: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F1 · shares: Total includes the reinvestment of dividends.

F12 · derivative.exercise_date: One-third of the 01/30/2025 grant of restricted stock units vested on 01/30/2026; the remaining thirds will vest on 01/30/2027 and 01/30/2028, respectively.

F12 · derivative.expiration_date: One-third of the 01/30/2025 grant of restricted stock units vested on 01/30/2026; the remaining thirds will vest on 01/30/2027 and 01/30/2028, respectively.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 1,697 $36.25 $61,516.25
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 6

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,621.573

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 3,875.024 $36.25 $140,469.62
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,318.573

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 20,293 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 14

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,293 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (145.58%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (145.58%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (145.58%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/02/2026, total performance units beneficially owned is 162,046.725. This total includes the 01/20/2023 grant of 13,938.871 performance units, the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 44,910 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 13

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 44,910 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (161.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (161.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (161.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2025. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/29/2026 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2026.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/02/2026, total performance units beneficially owned is 162,046.725. This total includes the 01/20/2023 grant of 13,938.871 performance units, the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 11,123 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 12

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,123

Underlying: Common Stock · 11,123 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F7 · balance_after: As of 02/02/2026, total performance units beneficially owned is 162,046.725. This total includes the 01/20/2023 grant of 13,938.871 performance units, the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 11,123 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 11

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,123

Underlying: Common Stock · 11,123 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F7 · balance_after: As of 02/02/2026, total performance units beneficially owned is 162,046.725. This total includes the 01/20/2023 grant of 13,938.871 performance units, the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 22,245 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 10

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,245

Underlying: Common Stock · 22,245 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to a peer group (determined by the Company's People and Compensation Committee as described in more detail in the Company's annual Proxy Statement on Schedule 14A), over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to a peer group (determined by the Company's People and Compensation Committee as described in more detail in the Company's annual Proxy Statement on Schedule 14A), over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to a peer group (determined by the Company's People and Compensation Committee as described in more detail in the Company's annual Proxy Statement on Schedule 14A), over a three-year performance period ending 12/31/2028. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2029.

F7 · balance_after: As of 02/02/2026, total performance units beneficially owned is 162,046.725. This total includes the 01/20/2023 grant of 13,938.871 performance units, the three 01/25/2024 grants of (a) 14,278.114, (b) 14,278.114, and (c) 28,556.224 performance units, the three 01/30/2025 grants of (a) 11,626.101, (b) 11,626.101, and (c) 23,252.2 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/29/2026 grants of (a) 11,123, (b) 11,123, and (c) 22,245 performance units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 GrantStock Unit (SIP) · Derivative 11,123 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · derivative · entry 9

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,123

Underlying: Common Stock · 11,123 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The total grant of 11,123 restricted stock units will vest in three equal installments on 01/29/2027, 01/29/2028, and 01/29/2029.

F4 · derivative.expiration_date: The total grant of 11,123 restricted stock units will vest in three equal installments on 01/29/2027, 01/29/2028, and 01/29/2029.

F5 · balance_after: As of 02/02/2026, total restricted stock units beneficially owned is 33,152.191. This total includes the 01/25/2024 grant of 14,278.114 restricted stock units, two-thirds of the 01/30/2025 grant, which totals 7,751.077, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/29/2026 grant of 11,123 restricted stock units.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 19,658 $36.31 $713,781.98
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 4

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,443.549

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 44,910 $36.31 $1,630,682.10
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 3

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,101.549

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 6,879 $36.31 $249,776.49
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,191.549

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 29, 2026 Filed Feb 2, 2026 22:39 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 20,293 $36.31 $736,838.83
Disclosure

SEC source: 0001193125-26-033933 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,070.549

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 20, 2026 Filed Jan 21, 2026 21:07 UTC PPL Corp PPL · Entity 346 Exercise / conversionStock Unit (SIP) · Derivative 13,938.871 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-017949 · ownership.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,938.871 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.

F1 · shares: Total includes the reinvestment of dividends.

F3 · derivative.exercise_date: The units vested on 01/20/2026.

F3 · derivative.expiration_date: The units vested on 01/20/2026.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

Read SEC document
January 20, 2026 Filed Jan 21, 2026 21:07 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 4,232 $36.91 $156,203.12
Disclosure

SEC source: 0001193125-26-017949 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,777.549

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 20, 2026 Filed Jan 21, 2026 21:07 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 13,938.871 $36.91 $514,483.73
Disclosure

SEC source: 0001193125-26-017949 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,009.549

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 23:52 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 17,236 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-022617 · ownership.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,236 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.

F1 · shares: Total includes the reinvestment of dividends.

F3 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (146%) based on the Company's earnings growth over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/13/2025.

F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (146%) based on the Company's earnings growth over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/13/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F4 · balance_after: As of 02/18/2025, total performance units beneficially owned is 154,558.329. This total includes the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 23:52 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 7,545 $34.41 $259,623.45
Disclosure

SEC source: 0000950170-25-022617 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,068.475

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 23:52 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 17,236 $34.41 $593,090.76
Disclosure

SEC source: 0000950170-25-022617 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,613.475

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 23,096 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 12

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,096 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 166,366.236. This total includes the 01/27/2022 grant of 11,804.907 performance units, the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 37,090 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 11

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 37,090 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on [date].

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on [date].

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on [date].

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 166,366.236. This total includes the 01/27/2022 grant of 11,804.907 performance units, the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 11,275 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 10

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,275

Underlying: Common Stock · 11,275 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 166,366.236. This total includes the 01/27/2022 grant of 11,804.907 performance units, the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 11,275 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 9

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,275

Underlying: Common Stock · 11,275 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 166,366.236. This total includes the 01/27/2022 grant of 11,804.907 performance units, the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 22,550 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 8

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,550

Underlying: Common Stock · 22,550 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 166,366.236. This total includes the 01/27/2022 grant of 11,804.907 performance units, the three 01/20/2023 grants of (a) 27,034.78, (b) 13,517.927, and (c) 13,517.927 performance units and the three 01/25/2024 grants of (a) 27,693.847, (b) 13,846.924, and (c) 13,846.924 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 22,550, (b) 11,275, and (c) 11,275 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 GrantStock Unit (SIP) · Derivative 11,275 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · derivative · entry 7

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,275

Underlying: Common Stock · 11,275 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The total grant of 11,275 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · derivative.expiration_date: The total grant of 11,275 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F5 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 38,639.851. This total includes the 01/20/2023 grant of 13,517.927 restricted stock units and the 01/25/2024 grant of 13,846.924 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 11,275 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 16,235 $33.47 $543,385.45
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · nonDerivative · entry 4

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,377.475

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 37,090 $33.47 $1,241,402.30
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · nonDerivative · entry 3

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 158,612.475

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 7,403 $33.47 $247,778.41
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,522.475

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:35 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 23,096 $33.47 $773,023.12
Disclosure

SEC source: 0000950170-25-012359 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,925.475

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:18 UTC PPL Corp PPL · Entity 346 Exercise / conversionStock Unit (SIP) · Derivative 11,804.907 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-010510 · ownership.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,804.907 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.

F1 · shares: Total includes the reinvestment of dividends.

F3 · derivative.exercise_date: The units vested on 01/27/2025.

F3 · derivative.expiration_date: The units vested on 01/27/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:18 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 3,585 $33.51 $120,133.35
Disclosure

SEC source: 0000950170-25-010510 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,829.475

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:18 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 11,804.907 $33.51 $395,582.43
Disclosure

SEC source: 0000950170-25-010510 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,414.475

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 21:10 UTC PPL Corp PPL · Entity 346 GiftCommon Stock 2,310 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124082 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,608.817

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 22,731 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 12

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,731 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (100%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2023. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/25/2024 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (100%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2023. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/25/2024 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (100%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2023. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/25/2024 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 01/29/2024, total performance units beneficially owned is 151,382.339. This total includes the three 01/27/2022 grants of (a) 22,810.912, (b) 11,405.99, and (c) 11,405.99 performance units and the three 01/20/2023 grants of (a) 26,121.205, (b) 13,061.121, and (c) 13,061.121 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/25/2024 grants of (a) 26,758, (b) 13,379, and (c) 13,379 performance units.

Read SEC document
January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Exercise / conversionPerformance Stock Unit (SIP) · Derivative 37,505 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 11

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 37,505 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (165%) based on the Company's return on equity over a one-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/21/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (165%) based on the Company's return on equity over a one-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/21/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (165%) based on the Company's return on equity over a one-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/21/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/25/2024.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 01/29/2024, total performance units beneficially owned is 151,382.339. This total includes the three 01/27/2022 grants of (a) 22,810.912, (b) 11,405.99, and (c) 11,405.99 performance units and the three 01/20/2023 grants of (a) 26,121.205, (b) 13,061.121, and (c) 13,061.121 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/25/2024 grants of (a) 26,758, (b) 13,379, and (c) 13,379 performance units.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 13,379 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 10

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,379

Underlying: Common Stock · 13,379 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain ESG-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain ESG-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain ESG-related metrics over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F7 · balance_after: As of 01/29/2024, total performance units beneficially owned is 151,382.339. This total includes the three 01/27/2022 grants of (a) 22,810.912, (b) 11,405.99, and (c) 11,405.99 performance units and the three 01/20/2023 grants of (a) 26,121.205, (b) 13,061.121, and (c) 13,061.121 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/25/2024 grants of (a) 26,758, (b) 13,379, and (c) 13,379 performance units.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 13,379 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 9

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,379

Underlying: Common Stock · 13,379 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F7 · balance_after: As of 01/29/2024, total performance units beneficially owned is 151,382.339. This total includes the three 01/27/2022 grants of (a) 22,810.912, (b) 11,405.99, and (c) 11,405.99 performance units and the three 01/20/2023 grants of (a) 26,121.205, (b) 13,061.121, and (c) 13,061.121 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/25/2024 grants of (a) 26,758, (b) 13,379, and (c) 13,379 performance units.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 GrantPerformance Stock Unit (SIP) · Derivative 26,758 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 8

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,758

Underlying: Common Stock · 26,758 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2026. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2027.

F7 · balance_after: As of 01/29/2024, total performance units beneficially owned is 151,382.339. This total includes the three 01/27/2022 grants of (a) 22,810.912, (b) 11,405.99, and (c) 11,405.99 performance units and the three 01/20/2023 grants of (a) 26,121.205, (b) 13,061.121, and (c) 13,061.121 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/25/2024 grants of (a) 26,758, (b) 13,379, and (c) 13,379 performance units.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 GrantStock Unit (SIP) · Derivative 13,379 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · derivative · entry 7

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,379

Underlying: Common Stock · 13,379 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The units will vest on 01/25/2027.

F4 · derivative.expiration_date: The units will vest on 01/25/2027.

F5 · balance_after: As of 01/29/2024, total restricted stock units beneficially owned is 37,846.111. This total includes the 01/27/2022 grant of 11,405.99 restricted stock units and the 01/20/2023 grant of 13,061.121 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/25/2024 grant of 13,379 restricted stock units.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 9,950 $25.83 $257,008.50
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · nonDerivative · entry 4

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,916.346

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 22,731 $25.83 $587,141.73
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · nonDerivative · entry 3

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,866.346

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 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 12,552 $25.83 $324,218.16
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,135.346

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

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January 25, 2024 Filed Jan 29, 2024 21:46 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 37,505 $25.83 $968,754.15
Disclosure

SEC source: 0000950170-24-008359 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,687.346

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 · balance_after: Total includes the reinvestment of dividends.

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January 21, 2024 Filed Mar 5, 2024 22:29 UTC PPL Corp PPL · Entity 346 Exercise / conversionStock Unit (SIP) · Derivative 11,365.7 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-026304 · ownership.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,365.7 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 · shares: Total includes the reinvestment of dividends.

F4 · derivative.exercise_date: The units vested on 01/21/2024.

F4 · derivative.expiration_date: The units vested on 01/21/2024.

F2 · derivative.underlying_shares: Total includes the reinvestment of dividends.

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January 21, 2024 Filed Mar 5, 2024 22:29 UTC PPL Corp PPL · Entity 346 Tax withholdingCommon Stock 3,546 $26.01 $92,231.46
Disclosure

SEC source: 0000950170-24-026304 · ownership.xml · nonDerivative · entry 2

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,182.346

F3 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F2 · balance_after: Total includes the reinvestment of dividends.

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January 21, 2024 Filed Mar 5, 2024 22:29 UTC PPL Corp PPL · Entity 346 Exercise / conversionCommon Stock 11,365.7 $26.01 $295,621.86
Disclosure

SEC source: 0000950170-24-026304 · ownership.xml · nonDerivative · entry 1

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,728.346

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 · security: This Form 4 was initially filed on January 23, 2024, but due to a technical issue, it was mistakenly filed as if the issuer was Kentucky Utilities Company, one of PPL Corporation's subsidiaries. This filing properly includes PPL Corporation as the issuer and replaces that initial filing.

F2 · balance_after: Total includes the reinvestment of dividends.

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February 17, 2023 Filed Feb 22, 2023 21:37 UTC PPL Corp PPL · Entity 346 Exercise / conversionStock Unit (SIP) · Derivative 25,167 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011689 · doc4.xml · derivative · entry 5

Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,167 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.

F1 · shares: Total includes the reinvestment of dividends.

F3 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (172.5%, or an additional 10,577.682 units) based on the Company's return on equity over a three-year performance period ending 12/31/2022. Determination of the percentage of the award earned was made by the Compensation Committee on 01/20/2023 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/17/2023.

F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (172.5%, or an additional 10,577.682 units) based on the Company's return on equity over a three-year performance period ending 12/31/2022. Determination of the percentage of the award earned was made by the Compensation Committee on 01/20/2023 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/17/2023.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F4 · balance_after: As of 02/22/2023, total performance units beneficially owned is 138,135.046. This total includes the 01/21/2021 grants of 21,906.89 and 21,906.89 performance units, and the three 01/27/2023 grants of (a) 21,984.618, (b) 10,992.824, and (c) 10,992.824 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/20/2023 grants of (a) 25,175, (b) 12,588, and (c) 12,588 performance units.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.