Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | Director · President & CEO | February 19, 2026 | February 23, 2026 |
| PG&E CorpPCG · Entity 3143 | EVP and CFO | August 16, 2020 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 630,192 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 565,379 |
Reported balance
After 2026-02-19 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 536,164 |
Reported balance
After 2026-02-19 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | IndirectBy Savings Plan | 2,062 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,062 F5: Equivalent shares held in CenterPoint Energy, Inc. Savings Plan. |
| Common StockSEC Table I · non-derivative | IndirectWells/Koehler Family Trust | 55,560 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 148,668 |
Reported balance
After 2020-08-16 transaction · row 1
1 source rowRow 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-derivative | IndirectHeld By Trustee of PG&E Corporation Retirement Savings Plan | 3,230.71 |
Reported balance
Holding disclosure · report date 2020-08-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectWells/Koehler Family Trust | 49,759 |
Reported balance
Holding disclosure · report date 2020-08-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 18:42 UTC | PG&E Corp PCG · Entity 3143 | GrantCommon Stock | 5,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010000 · form4.xml · nonDerivative · entry 2 Wells Jason P. · CIK 0001661849 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,372 F1 · shares: Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/16. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. Read SEC document |
| September 15, 2016 Filed Mar 3, 2017 18:42 UTC | PG&E Corp PCG · Entity 3143 | Tax withholdingCommon Stock | 257 | $61.84 | $15,892.88 |
DisclosureSEC source: 0001127602-17-010000 · form4.xml · nonDerivative · entry 1 Wells Jason P. · CIK 0001661849 · SVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,964 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.