Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President | May 05, 2022 | May 09, 2022 |
| EVERSOURCE ENERGYES · Entity 3173 | EVP and COO | February 12, 2026 | February 17, 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.
AMERICAN ELECTRIC POWER CO INC
Report date May 05, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,731 |
Reported balance
After 2022-05-05 transaction · row 1
1 source rowRow 1 · 2022-05-05 · Sale · Disposed 2,008 · Balance 7,731 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2021.
EVERSOURCE ENERGY
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 41,608 |
Reported balance
After 2026-02-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-12 · Tax withholding · Disposed 5,886 · Balance 41,608 F1: Disposition of common shares to satisfy tax withholding obligations. F2: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 47,494 |
Reported balance
After 2026-01-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-27 · Grant · Acquired 5,522 · Balance 47,494 F3: This line re-reports a line from a Form 4 filed by the reporting person on January 29, 2026 to reflect the number of dividend equivalents received in connection with the performance share award determined on January 27, 2026 because the original report inadvertently misreported the dividends. F4: Performance shares and dividend equivalent shares for the 2023-2025 Long-Term Incentive Program as determined on January 27, 2026. F2: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Indirect401k Plan | 750 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 750 F5: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of common shares to satisfy tax withholding obligations.
F2: Includes restricted share units and dividend equivalents thereon.
F3: This line re-reports a line from a Form 4 filed by the reporting person on January 29, 2026 to reflect the number of dividend equivalents received in connection with the performance share award determined on January 27, 2026 because the original report inadvertently misreported the dividends.
F4: Performance shares and dividend equivalent shares for the 2023-2025 Long-Term Incentive Program as determined on January 27, 2026.
F5: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper.
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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 370 | $69.44 | $25,692.80 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 7 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 F3 · shares: A portion of Mr. Chodak's restricted stock units (1217) that were granted 2/20/2017 vested on 5/1/2018. Upon vesting 370 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining units settled in cash. F5 · price: Value is based on the closing price of the stock. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 310 | $68.63 | $21,275.30 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 6 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 135 | $68.63 | $9,265.05 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 5 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,527 F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 445 | $68.63 | $30,540.35 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 4 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: A portion of Mr. Chodak's restricted stock units (445) that were granted 2/23/2016 vested on 5/1/2018. Upon vesting 135 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Disposition to issuerCommon Stock | 423 | $68.63 | $29,030.49 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 3 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 184 | $68.63 | $12,627.92 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 2 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:26 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Exercise / conversionCommon Stock | 607 | $68.63 | $41,658.41 |
DisclosureSEC source: 0001398889-18-000078 · edgar.xml · nonDerivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,824 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: A portion of Mr. Chodak's restricted stock units (607) that were granted 2/24/2015 vested on 5/1/2018. Upon vesting 184 restricted stock units were withheld to satisfy the reporting person's tax liability and the remaining units settled in cash. F4 · price: Value is based on 20 day average stock closing price. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 18:17 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units · Derivative | 3,364 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-18-000033 · edgar.xml · derivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,364 Underlying: Common Stock · 3,364 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on May 1, 2019, May 1, 2020 and May 1, 2021 F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on May 1, 2019, May 1, 2020 and May 1, 2021 Read SEC document |
| February 09, 2018 Filed Feb 9, 2018 16:24 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPerformance Share Units (Career Shares) · Derivative | 6,937 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-18-000024 · edgar.xml · derivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,669 Underlying: Common Stock · 6,937 shares Expires 2018-02-09 F1 · security: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. F2 · derivative.exercise_price: Each Career Share is the economic equivalent of one share of AEP common stock F2 · price: Each Career Share is the economic equivalent of one share of AEP common stock Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:18 UTC Amendment | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantPerformance Share Units (Career Shares) · Derivative | 6,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-18-000027 · edgar.xml · derivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,162 Underlying: Common Stock · 6,430 shares Expires 2018-02-09 F1 · security: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. F2 · derivative.exercise_price: Each Career Share is the economic equivalent of one share of AEP common stock. F2 · price: Each Career Share is the economic equivalent of one share of AEP common stock. F3 · derivative.underlying_shares: Career shares were incorrectly reported on Form 4 as 6,937. F4 · balance_after: Career shares were incorrectly reported on Form 4 as 15,669. Read SEC document |
| May 16, 2017 Filed May 18, 2017 15:21 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 1,110 | $68.20 | $75,706.44 |
DisclosureSEC source: 0001398889-17-000099 · edgar.xml · nonDerivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:22 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 144 | $67.47 | $9,715.68 |
DisclosureSEC source: 0001398889-17-000090 · edgar.xml · nonDerivative · entry 3 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109 F3 · shares: A portion of Mr. Chodak's restricted stock units (429) that were granted 2/23/2016 vested on 5/1/2017. Upon vesting 144 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on share price of $67.47 which was the closing price of the stock. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:22 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 196 | $67.47 | $13,224.12 |
DisclosureSEC source: 0001398889-17-000090 · edgar.xml · nonDerivative · entry 2 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824 F2 · shares: A portion of Mr. Chodak's restricted stock units (587) that were granted 2/24/2015 vested on 5/1/2017. Upon vesting 196 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on share price of $67.47 which was the closing price of the stock. Read SEC document |
| May 01, 2017 Filed May 3, 2017 15:22 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 217 | $67.47 | $14,640.99 |
DisclosureSEC source: 0001398889-17-000090 · edgar.xml · nonDerivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433 F1 · shares: A portion of Mr. Chodak's restricted stock units (650) that were granted 12/10/2013 vested on 5/1/2017. Upon vesting 217 restricted stock units were withheld to satisfy the reporting person's tax liability. F4 · price: Value is based on share price of $67.47 which was the closing price of the stock. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 18:54 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units · Derivative | 3,529 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001398889-17-000039 · edgar.xml · derivative · entry 1 CHODAK PAUL III · CIK 0001693504 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,529 Underlying: Common Stock · 3,529 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest in three equal installments on May 1, 2018, May 1, 2019 and May 1, 2020 F2 · derivative.expiration_date: The restricted stock units vest in three equal installments on May 1, 2018, May 1, 2019 and May 1, 2020 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.