Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PPL CorpPPL · Entity 346 | Vice President and Controller | 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 | 54,953.075 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 3,282 · Balance 55,898.075 Row 2 · 2026-02-20 · Tax withholding · Disposed 945 · Balance 54,953.075 F1: 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). |
| 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-20 · Exercise / conversion · Disposed 3,282 · Balance 0 F2: 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 24,439.488. This total includes the three 01/25/2024 grants of (a) 2,440.695, (b) 2,440.695, and (c) 4,880.321 performance units, the three 01/30/2025 grants of (a) 1,910.702, (b) 1,910.702, and (c) 3,820.373 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) 1,759, (b) 1,759, and (c) 3,518 performance units. |
| Common StockSEC Table I · non-derivative | IndirectHas investment power over shares owned by family member. | 1,500 |
Reported balance
Holding disclosure · report date 2026-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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 24,439.488. This total includes the three 01/25/2024 grants of (a) 2,440.695, (b) 2,440.695, and (c) 4,880.321 performance units, the three 01/30/2025 grants of (a) 1,910.702, (b) 1,910.702, and (c) 3,820.373 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) 1,759, (b) 1,759, and (c) 3,518 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 |
|---|---|---|---|---|---|---|
| January 23, 2020 Filed Jan 27, 2020 15:17 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004969 · doc4.xml · derivative · entry 6 Beers Marlene C · CIK 0001769609 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 Underlying: Common Stock · 2,350 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 return on equity over a three-year performance period ending 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. 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 return on equity over a three-year performance period ending 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. 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 return on equity over a three-year performance period ending 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. F6 · balance_after: As of 01/27/2020, total performance units beneficially owned is 13,515.098. This total includes the 01/25/2018 grants of 1,962.955 and 1,962.955 performance units, and the 01/24/2019 grants of 2,444.594 and 2,444.594 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 01/23/2020 grants of 2,350 and 2,350 performance units. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 15:17 UTC | PPL Corp PPL · Entity 346 | GrantPerformance Stock Unit (SIP) · Derivative | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004969 · doc4.xml · derivative · entry 5 Beers Marlene C · CIK 0001769609 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 Underlying: Common Stock · 2,350 shares Expires not disclosed F5 · 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 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. F5 · 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 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. F5 · 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 12/31/2022. Determination of number of underlying securities that have been earned, if any, will be made by the Compensation Committee in January 2023. F6 · balance_after: As of 01/27/2020, total performance units beneficially owned is 13,515.098. This total includes the 01/25/2018 grants of 1,962.955 and 1,962.955 performance units, and the 01/24/2019 grants of 2,444.594 and 2,444.594 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 01/23/2020 grants of 2,350 and 2,350 performance units. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 15:17 UTC | PPL Corp PPL · Entity 346 | GrantStock Unit (SIP) · Derivative | 1,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004969 · doc4.xml · derivative · entry 4 Beers Marlene C · CIK 0001769609 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,175 Underlying: Common Stock · 1,175 shares Expires not disclosed F2 · 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. F3 · derivative.exercise_date: The units will vest on 01/23/2023. F3 · derivative.expiration_date: The units will vest on 01/23/2023. F4 · balance_after: As of 01/27/2020, total restricted stock units beneficially owned is 5,509.823. This total includes the 02/17/2017 grant of 2,231 restricted stock units, the 01/25/2018 grant of 881 restricted stock units, the 01/24/2019 grant of 1,222.823 restricted stock units, plus in the case of the 01/24/2019 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, and the 01/23/2020 grant of 1,175 restricted stock units. Read SEC document |
| January 23, 2020 Filed Feb 7, 2020 13:57 UTC Amendment | PPL Corp PPL · Entity 346 | OtherPerformance Stock Unit (ICPKE) · Derivative | 2,802.407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007418 · doc4a.xml · derivative · entry 1 Beers Marlene C · CIK 0001769609 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,802.407 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 01/23/2020. On 01/23/2020, only one of two 2017 grants were forfeited due to Company performance below minimum "total shareowner return" threshold at expiration of the applicable three-year performance period. The other 2017 grant, being reinstated by this report, earned a 200% payout based on the Company's return-on-equity over a three-year performance period. The payout of this 2017 award will be reported on or about 02/18/2020 following calculation of underlying shares to be delivered, net of withholding. 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 02/07/2020, total performance units beneficially owned is 14,450.01. This total includes the 01/26/2017 grant of 934.912 performance units, the 01/25/2018 grants of 1,962.955 and 1,962.955 performance units, and the 01/24/2019 grants of 2,444.594 and 2,444.594 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 01/23/2020 grants of 2,350 and 2,350 performance units. 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.