Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PPL CorpPPL · Entity 346 | EVP and CFO | February 20, 2026 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,495.573 |
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 rowsRow 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 $0.00 | Direct | 0 |
Reported balance
After 2026-02-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectHeld 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 rowRow 3 · Balance 395.195 F1: Total includes the reinvestment of dividends. |
| Common StockSEC Table I · non-derivative | IndirectAs 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 rowRow 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
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 17, 2023 Filed Feb 22, 2023 21:37 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 7,241 | $28.81 | $208,613.21 |
DisclosureSEC source: 0001209191-23-011689 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,359.302 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 17, 2023 Filed Feb 22, 2023 21:37 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 25,167 | $28.81 | $725,061.27 |
DisclosureSEC source: 0001209191-23-011689 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,600.302 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 23, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (SIP) · Derivative | 7,295.24 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 10 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,295.24 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. F12 · derivative.exercise_date: The units vested on 01/23/2023. F12 · derivative.expiration_date: The units vested on 01/23/2023. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. Read SEC document |
| January 23, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 2,332 | $29.32 | $68,374.24 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,433.302 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 23, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 7,295.24 | $29.32 | $213,896.44 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,765.302 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, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (SIP) · Derivative | 14,589.318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 9 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,589.318 shares Expires not disclosed F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. F11 · kind: The Company did not achieve the threshold percentile ranking in the applicable index to trigger share awards, therefore performance units based on TSR granted in 2020 will be paid out at 0%. F1 · shares: Total includes the reinvestment of dividends. F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F7 · balance_after: As of 01/24/2023, total performance units beneficially owned is 152,724.364. This total includes the 01/23/2020 grant of 14,589.318 performance units, 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. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 12,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 8 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Underlying: Common Stock · 12,588 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. F7 · balance_after: As of 01/24/2023, total performance units beneficially owned is 152,724.364. This total includes the 01/23/2020 grant of 14,589.318 performance units, 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. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 12,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 7 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Underlying: Common Stock · 12,588 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. F7 · balance_after: As of 01/24/2023, total performance units beneficially owned is 152,724.364. This total includes the 01/23/2020 grant of 14,589.318 performance units, 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. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 25,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 6 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,175 Underlying: Common Stock · 25,175 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. 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 12/31/2025. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2026. F7 · balance_after: As of 01/24/2023, total performance units beneficially owned is 152,724.364. This total includes the 01/23/2020 grant of 14,589.318 performance units, 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. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 23:04 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 12,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004671 · doc4.xml · derivative · entry 5 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Underlying: Common Stock · 12,588 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 01/20/2026. F4 · derivative.expiration_date: The units will vest on 01/20/2026. F5 · balance_after: As of 01/24/2023, total restricted stock units beneficially owned is 34,534.817. This total includes the 01/21/2021 grant of 10,953.993 restricted stock units, and the 01/27/2022 grant of 10,992.824 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 01/20/2023 grant of 12,588 restricted stock units. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:16 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 20,645 | $0.00 Strike: $26.59 | $0.00 |
DisclosureSEC source: 0001209191-22-047992 · 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 · 20,645 shares Expires 2023-01-23 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 · kind: This Form 4 report reflects the exercise of 20,645 stock options and sale of underlying shares pursuant to a 10b5-1 plan, dated 09/01/2021. F3 · derivative.exercise_date: The total grant of 20,645 stock options vested in three equal installments beginning on 01/24/2014. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:16 UTC | PPL Corp PPL · Entity 346 | SaleCommon Stock | 20,645 | $30.41 | $627,814.45 |
DisclosureSEC source: 0001209191-22-047992 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,468.62 F1 · kind: This Form 4 report reflects the exercise of 20,645 stock options and sale of underlying shares pursuant to a 10b5-1 plan, dated 09/01/2021. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 20:16 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 20,645 | $26.59 | $548,950.55 |
DisclosureSEC source: 0001209191-22-047992 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,113.62 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 · kind: This Form 4 report reflects the exercise of 20,645 stock options and sale of underlying shares pursuant to a 10b5-1 plan, dated 09/01/2021. F2 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (SIP) · Derivative | 20.503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · derivative · entry 8 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20.503 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. F4 · derivative.exercise_date: The units vested on 07/01/2022. F4 · derivative.expiration_date: The units vested on 07/01/2022. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 9 | $27.76 | $249.84 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · nonDerivative · entry 4 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,468.62 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). F3 · price: Price reflects the closing price on July 1, 2022, the date the shares vested. F1 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 20.503 | $27.76 | $569.16 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · nonDerivative · entry 3 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,477.62 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 · price: Price reflects the closing price on July 1, 2022, the date the shares vested. F1 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (SIP) · Derivative | 2,529.581 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · derivative · entry 7 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20.503 Underlying: Common Stock · 2,529.581 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. F4 · derivative.exercise_date: The units vested on 07/01/2022. F4 · derivative.expiration_date: The units vested on 07/01/2022. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F1 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 1,107 | $27.76 | $30,730.32 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,457.117 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 |
| July 01, 2022 Filed Jul 6, 2022 20:07 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 2,529.581 | $27.76 | $70,221.17 |
DisclosureSEC source: 0001209191-22-041069 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,564.117 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 18, 2022 Filed Feb 23, 2022 22:51 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionPerformance Stock Unit (SIP) · Derivative | 10,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012334 · doc4.xml · derivative · entry 6 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,050 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 both the Incentive Compensation Plan for Key Employees (ICPKE) and the Stock Incentive Plan (SIP), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the Compensation Committee on 01/27/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2022. F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of both the Incentive Compensation Plan for Key Employees (ICPKE) and the Stock Incentive Plan (SIP), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the Compensation Committee on 01/27/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2022. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/23/2022, total performance units beneficially owned is 113,368.26. This total includes the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:51 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionPerformance Stock Unit (ICPKE) · Derivative | 7,283 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012334 · 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 · 7,283 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 both the Incentive Compensation Plan for Key Employees (ICPKE) and the Stock Incentive Plan (SIP), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the Compensation Committee on 01/27/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2022. F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of both the Incentive Compensation Plan for Key Employees (ICPKE) and the Stock Incentive Plan (SIP), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2021. Determination of the percentage of the award earned was made by the Compensation Committee on 01/27/2022 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2022. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/23/2022, total performance units beneficially owned is 113,368.26. This total includes the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:51 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 5,022 | $26.10 | $131,074.20 |
DisclosureSEC source: 0001209191-22-012334 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,033.219 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 Incentive Compensation Plan for Key Employees (ICPKE) or the Stock Incentive Plan (SIP), as applicable. F1 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:51 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 17,333 | $26.10 | $452,391.30 |
DisclosureSEC source: 0001209191-22-012334 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,055.219 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, 2022 Filed Jan 31, 2022 21:34 UTC | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (ICPKE) · Derivative | 3,641.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005568 · 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 · 3,641.02 shares Expires not disclosed F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. F9 · kind: The Company did not achieve the threshold percentile ranking in the applicable index to trigger share awards, therefore performance units based on TSR granted in 2019 will be paid out at 0%. F10 · shares: Total includes the reinvestment of dividends. F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. F10 · derivative.underlying_shares: Total includes the reinvestment of dividends. F5 · balance_after: As of 01/31/2022, total performance units beneficially owned is 127,058.356. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grants of 5,024.538 and 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:34 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 10,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005568 · doc4.xml · derivative · entry 4 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 Underlying: Common Stock · 10,655 shares Expires not disclosed F7 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F7 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F7 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F5 · balance_after: As of 01/31/2022, total performance units beneficially owned is 127,058.356. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grants of 5,024.538 and 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:34 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 10,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005568 · doc4.xml · derivative · entry 3 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 Underlying: Common Stock · 10,655 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 earnings growth over a three-year performance period ending 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. 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 earnings growth over a three-year performance period ending 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. 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 earnings growth over a three-year performance period ending 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F5 · balance_after: As of 01/31/2022, total performance units beneficially owned is 127,058.356. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grants of 5,024.538 and 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:34 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 21,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005568 · doc4.xml · derivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,309 Underlying: Common Stock · 21,309 shares Expires not disclosed F4 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F4 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F4 · 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 12/31/2024. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2025. F5 · balance_after: As of 01/31/2022, total performance units beneficially owned is 127,058.356. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grants of 5,024.538 and 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:34 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 10,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005568 · doc4.xml · derivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 Underlying: Common Stock · 10,655 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: The units will vest on 01/27/2025. F2 · derivative.expiration_date: The units will vest on 01/27/2025. F3 · balance_after: As of 01/31/2022, total restricted stock units beneficially owned is 30,855.675. This total includes the 07/01/2019 grant of 2,512.267 restricted stock units, the 01/23/2020 grant of 7,071.047 restricted stock units, and the 01/21/2021 grant of 10,617.361 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 01/27/2022 grant of 10,655 restricted stock units. Read SEC document |
| January 27, 2022 Filed Feb 11, 2022 21:20 UTC Amendment | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (SIP) · Derivative | 5,024.538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008854 · doc4a.xml · derivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,024.538 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. F2 · kind: This amended Form 4 restates the number of performance units forfeited on 01/27/2022 to reflect the additional forfeiture of the 07/01/2019 grant of 5,024.538 performance units. The Company did not achieve the threshold percentile ranking in the applicable index to trigger share awards, therefore performance units based on TSR granted in 2019 will be paid out at 0%. F3 · shares: Total includes the reinvestment of dividends. F1 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. F1 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. F3 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/11/2022, total performance units beneficially owned is 122,033.818. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grant of 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 27, 2022 Filed Feb 11, 2022 21:20 UTC Amendment | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (ICPKE) · Derivative | 3,641.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008854 · doc4a.xml · derivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,641.02 shares Expires not disclosed F1 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. F2 · kind: This amended Form 4 restates the number of performance units forfeited on 01/27/2022 to reflect the additional forfeiture of the 07/01/2019 grant of 5,024.538 performance units. The Company did not achieve the threshold percentile ranking in the applicable index to trigger share awards, therefore performance units based on TSR granted in 2019 will be paid out at 0%. F3 · shares: Total includes the reinvestment of dividends. F1 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. F1 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. F3 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/11/2022, total performance units beneficially owned is 122,033.818. This total includes the 01/24/2019 grant of 3,641.02 performance units, the 07/01/2019 grant of 5,024.538 performance units, the 01/23/2020 grants of 14,140.968 and 14,140.968 performance units, and the 01/21/2021 grants of 21,233.662 and 21,233.662 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 01/27/2022 grants of (a) 21,309, (b) 10,655, and (c) 10,655 performance units. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:10 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (ICPKE) · Derivative | 1,533 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005054 · 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 · 1,533 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_date: The units vested on 01/24/2022. F3 · derivative.expiration_date: The units vested on 01/24/2022. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:10 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 523 | $29.56 | $15,459.88 |
DisclosureSEC source: 0001209191-22-005054 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,722.219 F1 · 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 Incentive Compensation Plan for Key Employees (ICPKE). Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 21:10 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 1,533 | $29.56 | $45,315.48 |
DisclosureSEC source: 0001209191-22-005054 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,245.219 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. Read SEC document |
| December 30, 2021 Filed Dec 30, 2021 21:18 UTC | PPL Corp PPL · Entity 346 | GiftCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-071602 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,711.036 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:39 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionPerformance Stock Unit (ICPKE) · Derivative | 6,513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012724 · doc4.xml · derivative · entry 5 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,513 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 Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2020. Determination of the percentage of the award earned was made by the Compensation Committee on 01/21/2021 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2021. F3 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2020. Determination of the percentage of the award earned was made by the Compensation Committee on 01/21/2021 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/18/2021. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/22/2021, total performance units beneficially owned is 83,174.516. This total includes the 01/24/2019 grants of 3,438.224 and 3,438.224 performance units, the 07/01/2019 grants of 4,744.683 and 4,744.683 performance units, and the 01/23/2020 grants of 13,353.351 and 13,353.351 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 01/21/2021 grants of 20,051 and 20,051 performance units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:39 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 1,915 | $27.77 | $53,179.55 |
DisclosureSEC source: 0001209191-21-012724 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,400.386 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 Incentive Compensation Plan for Key Employees (ICPKE). F1 · balance_after: Total includes the reinvestment of dividends. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:39 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 6,513 | $27.77 | $180,866.01 |
DisclosureSEC source: 0001209191-21-012724 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,315.386 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, 2021 Filed Jan 27, 2021 18:38 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (ICPKE) · Derivative | 1,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005605 · doc4.xml · derivative · entry 5 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,372 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_date: The units vested on 01/25/2021. F3 · derivative.expiration_date: The units vested on 01/25/2021. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 18:38 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 468 | $28.11 | $13,155.48 |
DisclosureSEC source: 0001209191-21-005605 · doc4.xml · nonDerivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,802.386 F1 · 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 Incentive Compensation Plan for Key Employees (ICPKE). Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 18:38 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 1,372 | $28.11 | $38,566.92 |
DisclosureSEC source: 0001209191-21-005605 · doc4.xml · nonDerivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,270.386 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. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 12:34 UTC | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (SIP) · Derivative | 3,256.376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005008 · doc4.xml · derivative · entry 4 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,256.376 shares Expires not disclosed F7 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. F8 · kind: The Company did not achieve the threshold percentile ranking in the applicable index to trigger share awards, therefore performance units based on TSR granted in 2018 will be paid out at 0%. F9 · shares: Total includes the reinvestment of dividends. F7 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. F7 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. F9 · derivative.underlying_shares: Total includes the reinvestment of dividends. F5 · balance_after: As of 01/25/2021, total performance units beneficially owned is 86,430.892. This total includes the 01/25/2018 grant of 3,256.376 performance units, the 01/24/2019 grants of 3,438.224 and 3,438.224 performance units, the 07/01/2019 grants of 4,744.683 and 4,744.683 performance units, and the 01/23/2020 grants of 13,353.351 and 13,353.351 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 01/21/2021 grants of 20,051 and 20,051 performance units. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 12:34 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 20,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005008 · doc4.xml · derivative · entry 3 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,051 Underlying: Common Stock · 20,051 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 return on equity over a three-year performance period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. 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 return on equity over a three-year performance period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. 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 return on equity over a three-year performance period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. F5 · balance_after: As of 01/25/2021, total performance units beneficially owned is 86,430.892. This total includes the 01/25/2018 grant of 3,256.376 performance units, the 01/24/2019 grants of 3,438.224 and 3,438.224 performance units, the 07/01/2019 grants of 4,744.683 and 4,744.683 performance units, and the 01/23/2020 grants of 13,353.351 and 13,353.351 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 01/21/2021 grants of 20,051 and 20,051 performance units. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 12:34 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 20,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005008 · doc4.xml · derivative · entry 2 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,051 Underlying: Common Stock · 20,051 shares Expires not disclosed F4 · 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 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. F4 · 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 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. F4 · 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 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. F5 · balance_after: As of 01/25/2021, total performance units beneficially owned is 86,430.892. This total includes the 01/25/2018 grant of 3,256.376 performance units, the 01/24/2019 grants of 3,438.224 and 3,438.224 performance units, the 07/01/2019 grants of 4,744.683 and 4,744.683 performance units, and the 01/23/2020 grants of 13,353.351 and 13,353.351 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 01/21/2021 grants of 20,051 and 20,051 performance units. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 12:34 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 10,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005008 · doc4.xml · derivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,026 Underlying: Common Stock · 10,026 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: The units will vest on 01/21/2024. F2 · derivative.expiration_date: The units will vest on 01/21/2024. F3 · balance_after: As of 01/25/2021, total restricted stock units beneficially owned is 21,980.549. This total includes the 01/25/2018 grant of 1,372 restricted stock units, the 01/24/2019 grant of 1,533 restricted stock units, the 07/01/2019 grant of 2,372.341 restricted stock units, and the 01/23/2020 grant of 6,677.208 restricted stock units, plus in the case of 07/01/2019 and 01/23/2020 grants, 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 01/21/2021 grant of 10,026 restricted stock units. Read SEC document |
| January 21, 2021 Filed Feb 22, 2021 21:21 UTC Amendment | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 20,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012696 · doc4a.xml · derivative · entry 1 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,051 Underlying: Common Stock · 20,051 shares Expires not disclosed F1 · 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 return on equity over a one-year performance period ending 12/31/2021, but will not vest, if at all, until the end of the three-year period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. This amended Form 4 corrects the performance measurement period for these awards; all other aspects of the awards remain unchanged. F1 · 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 return on equity over a one-year performance period ending 12/31/2021, but will not vest, if at all, until the end of the three-year period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. This amended Form 4 corrects the performance measurement period for these awards; all other aspects of the awards remain unchanged. F1 · 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 return on equity over a one-year performance period ending 12/31/2021, but will not vest, if at all, until the end of the three-year period ending 12/31/2023. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2024. This amended Form 4 corrects the performance measurement period for these awards; all other aspects of the awards remain unchanged. F2 · balance_after: As of 02/22/2021, total performance units beneficially owned is 83,174.516. This total includes the 01/24/2019 grants of 3,438.224 and 3,438.224 performance units, the 07/01/2019 grants of 4,744.683 and 4,744.683 performance units, and the 01/23/2020 grants of 13,353.351 and 13,353.351 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 01/21/2021 grants of 20,051 and 20,051 performance units. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:28 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionStock Unit (SIP) · Derivative | 3,689.588 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009974 · doc4.xml · derivative · entry 9 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,689.588 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. F5 · derivative.exercise_date: The units vested on 02/14/2020. F5 · derivative.expiration_date: The units vested on 02/14/2020. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F6 · balance_after: As of 02/18/2020, total restricted stock units beneficially owned is 11,397.243. This total includes the 01/25/2018 grant of 1,372 restricted stock units, the 01/24/2019 grant of 1,533 restricted stock units, the 07/01/2019 grant of 2,226.243 restricted stock units, and the 01/23/2020 grant of 6,266 restricted stock units, plus in the case of the 07/01/2019 grant, 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. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:28 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionPerformance Stock Unit (SIP) · Derivative | 2,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009974 · doc4.xml · derivative · entry 8 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,844 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 (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2019. Determination of the percentage of the award earned was made by the Compensation Committee on 01/23/2020 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/14/2020. 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 (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2019. Determination of the percentage of the award earned was made by the Compensation Committee on 01/23/2020 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/14/2020. F1 · derivative.underlying_shares: Total includes the reinvestment of dividends. F4 · balance_after: As of 02/18/2020, total performance units beneficially owned is 46,531.616. This total includes the 01/25/2018 grants of 3,055.835 and 3,055.835 performance units, the 01/24/2019 grants of 3,226.485 and 3,226.485 performance units, the 07/01/2019 grants of 4,452.488 and 4,452.488 performance units, and the 01/23/2020 grants of 12,531 and 12,531 performance units, plus in the case of the 01/25/2018, 01/24/2019 and 07/01/2019 grants, 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. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:28 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 1,422.421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009974 · doc4.xml · derivative · entry 7 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,844 Underlying: Common Stock · 1,422.421 shares Expires not disclosed F3 · 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 (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2019. Determination of the percentage of the award earned was made by the Compensation Committee on 01/23/2020 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/14/2020. 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 (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2019. Determination of the percentage of the award earned was made by the Compensation Committee on 01/23/2020 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/14/2020. 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 (200%) based on the Company's return on equity over a three-year performance period ending 12/31/2019. Determination of the percentage of the award earned was made by the Compensation Committee on 01/23/2020 and calculation of the underlying shares to be delivered, net of withholding, was completed on 02/14/2020. F4 · balance_after: As of 02/18/2020, total performance units beneficially owned is 46,531.616. This total includes the 01/25/2018 grants of 3,055.835 and 3,055.835 performance units, the 01/24/2019 grants of 3,226.485 and 3,226.485 performance units, the 07/01/2019 grants of 4,452.488 and 4,452.488 performance units, and the 01/23/2020 grants of 12,531 and 12,531 performance units, plus in the case of the 01/25/2018, 01/24/2019 and 07/01/2019 grants, 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. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:28 UTC | PPL Corp PPL · Entity 346 | Tax withholdingCommon Stock | 1,062 | $35.37 | $37,562.94 |
DisclosureSEC source: 0001209191-20-009974 · doc4.xml · nonDerivative · entry 4 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,893.436 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 14, 2020 Filed Feb 18, 2020 20:28 UTC | PPL Corp PPL · Entity 346 | Exercise / conversionCommon Stock | 3,689.588 | $35.37 | $130,500.73 |
DisclosureSEC source: 0001209191-20-009974 · doc4.xml · nonDerivative · entry 3 Bergstein Joseph P Jr · CIK 0001661030 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,955.436 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.