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person · Reporting owner

Wells Jason P.

Disclosed activity across 2 companies

Tapewire entity
65223
SEC CIK
0001661849

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CENTERPOINT ENERGY INCCNP · Entity 3178Director · President & CEOFebruary 19, 2026February 23, 2026
PG&E CorpPCG · Entity 3143EVP and CFOAugust 16, 2020August 18, 2020

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.

CENTERPOINT ENERGY INC

Report date February 19, 2026 · Filed February 23, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect630,192 Reported balance After 2026-02-19 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-02-19 · Grant · Acquired 173,594 · Balance 630,192

F1: Vesting of performance shares awarded in 2023 under the Issuer's long-term incentive plan (the "Plan").

Common StockSEC Table I · non-derivativeDirect565,379 Reported balance After 2026-02-19 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-02-19 · Tax withholding · Disposed 64,813 · Balance 565,379

F2: Shares withheld for taxes upon vesting of performance shares.

Common StockSEC Table I · non-derivativeDirect536,164 Reported balance After 2026-02-19 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2026-02-19 · Tax withholding · Disposed 29,215 · Balance 536,164

F3: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").

F4: Total includes previous awards under the Plan of (i) 17,193 RSUs vesting in February 2027, (ii) 46,808 RSUs vesting in two equal installments in February 2027 and 2028, and (iii) 76,736 RSUs vesting in three equal installments in February 2027, 2028, and 2029. The above awards shall vest (a) upon continued employment with the Issuer through the respective vesting date, (b) in the event of earlier disability or death, or (c) on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

Common StockSEC Table I · non-derivativeIndirectBy Savings Plan2,062 Reported balance Holding disclosure · report date 2026-02-19 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 2,062

F5: Equivalent shares held in CenterPoint Energy, Inc. Savings Plan.

Common StockSEC Table I · non-derivativeIndirectWells/Koehler Family Trust55,560 Reported balance Holding disclosure · report date 2026-02-19 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 55,560

Filing footnotes · ownership attribution and instrument terms

F1: Vesting of performance shares awarded in 2023 under the Issuer's long-term incentive plan (the "Plan").

F2: Shares withheld for taxes upon vesting of performance shares.

F3: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").

F4: Total includes previous awards under the Plan of (i) 17,193 RSUs vesting in February 2027, (ii) 46,808 RSUs vesting in two equal installments in February 2027 and 2028, and (iii) 76,736 RSUs vesting in three equal installments in February 2027, 2028, and 2029. The above awards shall vest (a) upon continued employment with the Issuer through the respective vesting date, (b) in the event of earlier disability or death, or (c) on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

F5: Equivalent shares held in CenterPoint Energy, Inc. Savings Plan.

PG&E Corp

Report date August 16, 2020 · Filed August 18, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect148,668 Reported balance After 2020-08-16 transaction · row 1
1 source row

Row 1 · 2020-08-16 · Grant · Acquired 139,479 · Balance 148,668

F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis.

Common StockSEC Table I · non-derivativeIndirectHeld By Trustee of PG&E Corporation Retirement Savings Plan3,230.71 Reported balance Holding disclosure · report date 2020-08-16 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 3,230.71

F2: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 8/14/2020.

Common StockSEC Table I · non-derivativeIndirectWells/Koehler Family Trust49,759 Reported balance Holding disclosure · report date 2020-08-16 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 49,759

Filing footnotes · ownership attribution and instrument terms

F1: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis.

F2: Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 8/14/2020.

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 19, 2026 Filed Feb 23, 2026 21:03 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 29,215 $42.64 $1,245,727.60
Disclosure

SEC source: 0001661849-26-000005 · wk-form4_1771880609.xml · nonDerivative · entry 3

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 536,164

F3 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").

F4 · balance_after: Total includes previous awards under the Plan of (i) 17,193 RSUs vesting in February 2027, (ii) 46,808 RSUs vesting in two equal installments in February 2027 and 2028, and (iii) 76,736 RSUs vesting in three equal installments in February 2027, 2028, and 2029. The above awards shall vest (a) upon continued employment with the Issuer through the respective vesting date, (b) in the event of earlier disability or death, or (c) on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 21:03 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 64,813 $42.64 $2,763,626.32
Disclosure

SEC source: 0001661849-26-000005 · wk-form4_1771880609.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565,379

F2 · shares: Shares withheld for taxes upon vesting of performance shares.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 21:03 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 173,594 $0.00 $0.00
Disclosure

SEC source: 0001661849-26-000005 · wk-form4_1771880609.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 630,192

F1 · shares: Vesting of performance shares awarded in 2023 under the Issuer's long-term incentive plan (the "Plan").

Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:25 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 76,736 $0.00 $0.00
Disclosure

SEC source: 0001661849-26-000003 · wk-form4_1771017945.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 456,598

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting in three equal installments in February 2027, 2028, and 2029. The above award shall vest (i) if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date, (ii) in the event of his earlier disability or death, or (iii) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

F2 · balance_after: Total includes previous awards under the Plan of (i) 33,642 time-based RSUs vesting in February 2026, (ii) 34,386 RSUs vesting in two equal installments in February 2026 and 2027, and (iii) 70,212 RSUs vesting in three equal installments in February 2026, 2027, and 2028. The above awards shall vest (a) if he continues to be an employee of Issuer from the grant date through the respective vesting date or (b) in the event of his earlier disability or death. The awards will also vest on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

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April 29, 2025 Filed Apr 30, 2025 20:26 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 OtherCommon Stock 1,961 $38.24 $74,988.64
Disclosure

SEC source: 0001130310-25-000083 · wk-form4_1746044770.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Savings Plan

Disclosed balance after: 1,961

F1 · shares: Equivalent shares acquired in CenterPoint Energy Savings Plan from transfer of funds into CenterPoint Energy, Inc. Common Stock Fund from other funds in CenterPoint Energy Savings Plan.

F2 · ownership.nature: Equivalent shares held in CenterPoint Energy Savings Plan.

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February 20, 2025 Filed Feb 24, 2025 21:14 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 13,123 $33.73 $442,638.79
Disclosure

SEC source: 0001130310-25-000054 · wk-form4_1740431654.xml · nonDerivative · entry 3

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379,862

F3 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").

F4 · balance_after: Total includes previous awards under the Plan of (i) 33,642 RSUs vesting in February 2026, (ii) 34,386 RSUs vesting in two equal installments in February 2026 and 2027, and (iii) 70,212 RSUs vesting in three equal installments in February 2026, 2027, and 2028. The above awards shall vest (a) if he continues to be an employee of Issuer from the grant date through the respective vesting date or (b) in the event of his earlier disability or death. The awards will also vest on a full or pro-rata basis upon earlier retirement, subject to satisfaction of certain conditions. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:14 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 24,016 $33.73 $810,059.68
Disclosure

SEC source: 0001130310-25-000054 · wk-form4_1740431654.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 392,985

F2 · shares: Shares withheld for taxes upon vesting of performance shares.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:14 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 72,272 $0.00 $0.00
Disclosure

SEC source: 0001130310-25-000054 · wk-form4_1740431654.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 417,001

F1 · shares: Vesting of performance shares awarded in 2022 under the Issuer's Long-term Incentive Plan (the "Plan").

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:33 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 70,212 $0.00 $0.00
Disclosure

SEC source: 0001130310-25-000027 · wk-form4_1739568813.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,729

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting in three equal installments in February 2026, 2027, and 2028. The above award shall vest (i) if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date, (ii) in the event of his earlier disability or death, or (iii) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

F2 · balance_after: Total includes (i) 16,154 RSUs previously awarded under the Plan and vesting in February 2025, (ii) 33,642 RSUs previously awarded under the plan and vesting in February 2026, and (iii) 51,579 RSUs previously awarded under the Plan and vesting in three equal installments in February 2025, 2026 and 2027. The above awards shall vest (a) if he continues to be an employee of Issuer from the grant date through the respective vesting date, (b) in the event of his earlier disability or death, or (c) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if, for the awards under clauses (i) and (ii) above, he fails to meet the conditions for full vesting, or, for the award under clause (iii), his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:51 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 7,559 $27.79 $210,064.61
Disclosure

SEC source: 0001130310-24-000038 · wk-form4_1708638661.xml · nonDerivative · entry 3

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274,517

F3 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").

F4 · balance_after: Total includes (i) 16,154 RSUs previously awarded under the Plan and vesting in February 2025, (ii) 33,642 RSUs previously awarded under the plan and vesting in February 2026, and (iii) 51,579 RSUs previously awarded under the Plan and vesting in three equal installments in February 2025, 2026 and 2027. The above awards shall vest (a) if he continues to be an employee of Issuer from the grant date through the respective vesting date, (b) in the event of his earlier disability or death, or (c) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if, for the awards under clauses (i) and (ii) above, he fails to meet the conditions for full vesting, or, for the award under clause (iii), his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:51 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 35,425 $27.79 $984,460.75
Disclosure

SEC source: 0001130310-24-000038 · wk-form4_1708638661.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,076

F2 · shares: Shares withheld for taxes upon vesting of performance shares.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:51 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 103,727 $0.00 $0.00
Disclosure

SEC source: 0001130310-24-000038 · wk-form4_1708638661.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 317,501

F1 · shares: Vesting of performance shares awarded in 2021 under the Issuer's Long-term Incentive Plan (the "Plan").

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:41 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 51,579 $0.00 $0.00
Disclosure

SEC source: 0001130310-24-000028 · wk-form4_1708465242.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,774

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting in three equal installments in February 2025, 2026, and 2027. The above award shall vest (i) if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date, (ii) in the event of his earlier disability or death, or (iii) if he satisfies various conditions, upon his earlier retirement, except that such retirement vesting will be on a pro rata basis if his retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.

F2 · balance_after: Total includes (i) 19,209 RSUs previously awarded under the Plan and vesting in February 2024, (ii) 16,154 RSUs previously awarded under the Plan and vesting in February 2025 and (iii) 33,642 RSUs previously awarded under the Plan and vesting in February 2026. The above awards shall vest (a) if the Reporting Person continues to be an employee of Issuer from grant date through vesting date or (b) in the event of his disability or death. The above awards are conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

Read SEC document
November 09, 2023 Filed Nov 9, 2023 22:25 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 PurchaseCommon Stock 10,000 $26.91 $269,050.00
Disclosure

SEC source: 0001130310-23-000150 · wk-form4_1699568705.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · President & COO

10b5-1 filing: No plan indicated

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 55,560

Read SEC document
September 28, 2023 Filed Sep 29, 2023 20:14 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 10,086 $26.70 $269,296.20
Disclosure

SEC source: 0001130310-23-000123 · wk-form4_1696018436.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,195

F1 · shares: Shares withheld for taxes upon payment of time-based restricted stock units.

F2 · balance_after: Total includes (i) 19,209 time-based restricted stock units ("RSUs") previously awarded under the Plan and vesting in February 2024, (ii) 16,154 RSUs previously awarded under the Plan and vesting in February 2025 and (iii) 33,642 RSUs previously awarded under the Plan and vesting in February 2026. The above awards shall vest (a) if the Reporting Person continues to be an employee of Issuer from grant date through vesting date or (b) in the event of his disability or death. Provided any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. With respect to the RSUs vesting in February 2026, such RSUs shall vest if the Reporting Person is not promoted to Chief Executive Officer by January 1, 2025, such RSUs shall vest upon his termination without cause or resignation after such date conditioned upon positive operating income in the last full calendar year of the restricted period.

Read SEC document
February 17, 2023 Filed Feb 22, 2023 21:29 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 41,967 $29.21 $1,225,856.07
Disclosure

SEC source: 0001130310-23-000036 · wf-form4_167710136865885.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · President, COO & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,281

F2 · shares: Shares withheld for taxes upon vesting of performance shares.

F3 · balance_after: Total includes (i) 25,631 time-based restricted stock units ("RSUs") previously awarded under the Plan and vesting in September 2023, (ii) 19,209 RSUs previously awarded under the Plan and vesting in February 2024, (iii) 16,154 RSUs previously awarded under the Plan and vesting in February 2025 and (iv) 33,642 RSUs previously awarded under the Plan and vesting in February 2026. The above awards shall vest (a) if the Reporting Person continues to be an employee of Issuer from grant date through vesting date or (b) in the event of his disability or death. However, for shares vesting in February 2024, 2025 and 2026, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

F4 · balance_after: With respect to the RSUs vesting in February 2026, such RSUs shall vest if the Reporting Person is not promoted to Chief Executive Officer by January 1, 2025, such RSUs shall vest upon his termination without cause or resignation after such date conditioned upon positive operating income in the last full calendar year of the restricted period.

Read SEC document
February 17, 2023 Filed Feb 22, 2023 21:29 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 119,612 $0.00 $0.00
Disclosure

SEC source: 0001130310-23-000036 · wf-form4_167710136865885.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · President, COO & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,248

F1 · shares: Vesting of performance shares awarded in 2020 under the Issuer's Long-term Incentive Plan (the "Plan").

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:35 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 33,642 $0.00 $0.00
Disclosure

SEC source: 0001130310-23-000022 · wf-form4_167666967159979.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · President, COO & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,636

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting (i) in February 2026 if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the vesting date, (ii) in the event of his earlier disability or death, (iii) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting or (iv) if the R.P. is not promoted to Chief Executive Officer by January 1, 2025, upon his termination without cause or resignation after such date, provided, however, that any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

F2 · balance_after: Total includes (i) 25,631 time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-term Incentive Plan (the "Plan") and vesting in September 2023, (ii) 19,209 RSUs previously awarded under the Plan and vesting in February 2024, and (iii) 16,154 RSUs previously awarded under the plan and vesting in February 2025. The above awards shall vest (a) if the R.P. continues to be an employee of Issuer from grant date through vesting date, (b) in the event of her disability or death, or (c) on pro-rata basis upon retirement unless full vesting conditions satisfied. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

Read SEC document
December 23, 2022 Filed Dec 27, 2022 21:36 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GiftCommon Stock 45,560 $0.00 $0.00
Disclosure

SEC source: 0001130310-22-000131 · wf-form4_167217695179973.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 45,560

Read SEC document
December 23, 2022 Filed Dec 27, 2022 21:36 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GiftCommon Stock 45,560 $0.00 $0.00
Disclosure

SEC source: 0001130310-22-000131 · wf-form4_167217695179973.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,994

F1 · balance_after: Total includes (i) 25,631 time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-term Incentive Plan (the "Plan") and vesting in September 2023, (ii) 19,209 RSUs previously awarded under the Plan and vesting in February 2024, and (iii) 16,154 RSUs previously awarded under the plan and vesting in February 2025. The above awards shall vest (a) if the Restricted Person continues to be an employee of Issuer from grant date through vesting date, (b) in the event of her disability or death, or (c) on pro-rata basis upon retirement unless full vesting conditions satisfied. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

Read SEC document
September 28, 2022 Filed Sep 30, 2022 20:32 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 8,190 $30.15 $246,928.50
Disclosure

SEC source: 0001130310-22-000116 · wf-form4_166456992675198.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,554

F1 · shares: Shares withheld for taxes upon payment of time-based restricted stock units.

F2 · balance_after: Total includes (i) 25,631 time-based restricted stock units ("RSUs") previously awarded under the Issuer's Long-term Incentive Plan (the "Plan") and vesting in September 2023, (ii) 19,209 RSUs previously awarded under the Plan and vesting in February 2024, and (iii) 16,154 RSUs previously awarded under the plan and vesting in February 2025. The above awards shall vest (a) if the Restricted Person continues to be an employee of Issuer from grant date through vesting date, (b) in the event of her disability or death, or (c) on pro-rata basis upon retirement unless full vesting conditions satisfied. However, for shares vesting in February 2024 and February 2025, any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

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February 15, 2022 Filed Feb 17, 2022 23:12 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 16,154 $0.00 $0.00
Disclosure

SEC source: 0001130310-22-000010 · wf-form4_164513951389459.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,744

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting (i) in February 2025 if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the vesting date, (ii) in the event of his earlier disability or death, or (iii) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting, provided, however, that any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

F2 · balance_after: Includes 26,288 RSUs awarded under the Plan and vesting in September 2022. R.P. must remain an Issuer employee through vesting dates. Also, includes 25,631 RSUs awarded under the Plan and vesting in September 2023 if (i) R.P. remains an Issuer employee through vesting date, (ii) in event of earlier disability or death, or (iii) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied. Also, includes 19,209 RSUs awarded under the Plan and vesting (i) in February 2024 if R.P. remains an Issuer employee through vesting date, (ii) in event of earlier disability or death, or (iii) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied; provided, vesting is conditioned on positive operating income in last full calendar year of restricted period except in case of death or disability.

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September 28, 2021 Filed Sep 29, 2021 21:25 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 Tax withholdingCommon Stock 8,826 $24.95 $220,208.70
Disclosure

SEC source: 0001209191-21-058081 · doc4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,590

F1 · shares: Shares withheld for taxes upon payment of time-based restricted stock units.

F2 · balance_after: Includes 26,288 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in September 2022. Reporting Person ("R.P.") must remain an Issuer employee through vesting dates. Also, includes 25,631 RSUs awarded under Plan and vesting in September 2023 if (a) R.P. remains an Issuer employee through vesting date, (b) in event of earlier disability or death, or (c) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied. Also, includes 19,209 RSUs awarded under Plan and vesting (i) in February 2024 if R.P. remains an Issuer employee through vesting date, (ii) in event of earlier disability or death, or (iii) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied; provided, vesting is conditioned on positive operating income in last full calendar year of restricted period except in case of death or disability.

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May 11, 2021 Filed May 12, 2021 13:05 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 PurchaseCommon Stock 10,000 $24.06 $240,600.00
Disclosure

SEC source: 0001209191-21-031951 · doc4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,416

F1 · balance_after: Includes (i) 26,288 time-based restricted stock units ("RSUs") awarded under Issuer's Long-term Incentive Plan ("Plan") and vesting in September 2021 and (ii) 26,288 RSUs awarded under Plan and vesting in September 2022. Reporting Person ("R.P.") must remain an Issuer employee through vesting dates. Also, includes 25,631 RSUs awarded under Plan and vesting in September 2023 if (a) R.P. remains an Issuer employee through vesting date, (b) in event of earlier disability or death, or (c) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied. Also, includes 19,209 RSUs awarded under Plan and vesting (i) in February 2024 if R.P. remains an Issuer employee through vesting date, (ii) in event of earlier disability or death, or (iii) on pro-rata basis upon earlier retirement unless full vesting conditions satisfied; provided, vesting is conditioned on positive operating income in last full calendar year of restricted period except in case of death or disability.

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February 18, 2021 Filed Feb 22, 2021 23:12 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 19,209 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-012858 · doc4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,416

F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-term Incentive Plan (the "Plan") and vesting (i) in February 2024 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date, (ii) in the event of his earlier disability or death, or (iii) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting, provided, however, that any such vesting is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability.

F2 · balance_after: Total includes (i) 26,288 time-based RSUs previously awarded under the Plan and vesting in September 2021 and (ii) 26,288 time-based RSUs previously awarded under the Plan and vesting in September 2022. Reporting Person must continue to be an employee of Issuer through the applicable vesting dates. Additionally, includes 25,631 time-based RSUs previously awarded under the Plan and vesting (a) in September 2023 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date, (b) in the event of his earlier disability or death, or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting.

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September 28, 2020 Filed Sep 30, 2020 21:20 UTC CENTERPOINT ENERGY INC CNP · Entity 3178 GrantCommon Stock 78,207 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-052477 · doc4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,207

F1 · shares: Reflects the award of restricted stock units ("RSUs") under the Issuer's Long-Term Incentive Plan (the "Plan"). Includes (i) 26,288 time-based RSUs vesting on the first anniversary of the grant date and (ii) 26,288 time-based RSUs vesting on the second anniversary of the grant date. Reporting Person must continue to be an employee of Issuer from the grant date through the applicable vesting date. Additionally, includes 25,631 time-based RSUs vesting (a) in September 2023 if the Reporting Person continues to be an employee of Issuer from the grant date through the vesting date; (b) in the event of his earlier disability or death; or (c) on a pro-rata basis upon his earlier retirement unless he satisfies various conditions for full vesting.

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August 16, 2020 Filed Aug 18, 2020 23:12 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 139,479 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-023849 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,668

F1 · shares: Restricted Stock Units (RSUs) granted under the PG&E Corporation 2014 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis.

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April 13, 2020 Filed May 4, 2020 22:50 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 11,433 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-015300 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 49,759

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April 13, 2020 Filed May 4, 2020 22:50 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 11,433 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-015300 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,189

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March 02, 2020 Filed Mar 4, 2020 18:42 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 4,508 $15.05 $67,845.40
Disclosure

SEC source: 0001127602-20-009320 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,622

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February 20, 2020 Filed Feb 25, 2020 00:49 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 1,648 $17.85 $29,416.80
Disclosure

SEC source: 0001127602-20-007406 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,130

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February 20, 2020 Filed Feb 25, 2020 00:49 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 4,528 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-007406 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,778

F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/19. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis.

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March 13, 2019 Filed Mar 20, 2019 23:47 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 14,365 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012472 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 38,326

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March 13, 2019 Filed Mar 20, 2019 23:47 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 14,365 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-012472 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,250

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March 01, 2019 Filed Mar 5, 2019 23:13 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 6,144 $17.91 $110,039.04
Disclosure

SEC source: 0001127602-19-010020 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,615

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February 19, 2019 Filed Feb 21, 2019 23:05 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 1,303 $17.74 $23,115.22
Disclosure

SEC source: 0001127602-19-007576 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,759

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February 19, 2019 Filed Feb 21, 2019 23:05 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 3,559 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-007576 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,062

F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/18. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis.

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September 15, 2018 Filed Sep 18, 2018 21:01 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 237 $46.97 $11,131.89
Disclosure

SEC source: 0001127602-18-027918 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,503

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March 20, 2018 Filed Mar 21, 2018 23:23 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 6,631 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-012389 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 23,961

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March 20, 2018 Filed Mar 21, 2018 23:23 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 6,631 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-012389 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,740

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March 01, 2018 Filed Mar 5, 2018 22:24 UTC PG&E Corp PCG · Entity 3143 GrantStock Option (Right to Buy) · Derivative 48,876 $0.00 Strike: $41.26 $0.00
Disclosure

SEC source: 0001127602-18-010176 · form4.xml · derivative · entry 5

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,876

Underlying: Common Stock · 48,876 shares

Expires 2028-03-01

F3 · shares: Employee stock options granted under the PG&E Corporation 2014 Long-Term Incentive Plan.

F4 · derivative.exercise_date: One-third of stock options is exercisable on the first business day of March 2019, 2020, and 2021.

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March 01, 2018 Filed Mar 5, 2018 22:24 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 27,267 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-010176 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,371

F1 · shares: RSUs granted under the 2014 PG&E Corporation Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis.

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March 01, 2018 Filed Mar 5, 2018 22:24 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 3,343 $41.26 $137,932.18
Disclosure

SEC source: 0001127602-18-010176 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,104

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February 20, 2018 Filed Feb 22, 2018 22:04 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 41 $40.01 $1,640.41
Disclosure

SEC source: 0001127602-18-007779 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,447

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February 20, 2018 Filed Feb 22, 2018 22:04 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 99 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-007779 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,488

F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/17. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis.

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September 15, 2017 Filed Sep 18, 2017 23:42 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 357 $70.28 $25,089.96
Disclosure

SEC source: 0001127602-17-027651 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,389

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May 05, 2017 Filed May 9, 2017 16:59 UTC PG&E Corp PCG · Entity 3143 GrantCommon Stock 11,916 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-017317 · form4.xml · nonDerivative · entry 3

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,076

F1 · date: Pursuant to the PG&E Corporation Equity Grant Date Policy, which is described in the proxy statement filed by PG&E Corporation with the Securities Exchange Commission on April 18, 2017, the grant date of restricted stock units (RSUs)and performance shares approved on February 14, 2017 was May 5, 2017, instead of March 1, 2017.

F2 · shares: RSUs granted under the 2014 PG&E Corporation Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation common stock on a one-for-one basis.

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May 05, 2017 Filed May 9, 2017 16:59 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 17,330 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-017317 · form4.xml · nonDerivative · entry 2

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Wells/Koehler Family Trust

Disclosed balance after: 17,330

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May 05, 2017 Filed May 9, 2017 16:59 UTC PG&E Corp PCG · Entity 3143 GiftCommon Stock 17,330 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-017317 · form4.xml · nonDerivative · entry 1

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,746

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March 01, 2017 Filed Mar 3, 2017 18:42 UTC PG&E Corp PCG · Entity 3143 Tax withholdingCommon Stock 5,212 $65.85 $343,210.20
Disclosure

SEC source: 0001127602-17-010000 · form4.xml · nonDerivative · entry 3

Wells Jason P. · CIK 0001661849 · SVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,160

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.