Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | VP and Deputy General Counsel | January 02, 2026 | January 06, 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.
WEC ENERGY GROUP, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,905 |
Ending reported balance
After 2026-01-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-01-02 · Grant · Acquired 471 · Balance 3,057 Row 2 · 2026-01-02 · Tax withholding · Disposed 115 · Balance 2,942 Row 3 · 2026-01-05 · Tax withholding · Disposed 37 · Balance 2,905 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.09 · Expires 2036-01-02 | Direct | 2,264 |
Reported balance
After 2026-01-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-01-02 · Grant · Acquired 2,264 · Balance 2,264 F2: Options vest 100% on the date indicated. |
| Common StockSEC Table I · non-derivative | IndirectERSP | 6,419.571 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,419.571 F1: Includes shares acquired under the WEC Energy Group, Inc. Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under the WEC Energy Group, Inc. Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2025.
F2: Options vest 100% on the date indicated.
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 05, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 37 | $105.05 | $3,886.67 |
DisclosureSEC source: 0001874814-26-000002 · wk-form4_1767743844.xml · nonDerivative · entry 3 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,905 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 2,264 | $106.09 Strike: $106.09 | $240,183.23 |
DisclosureSEC source: 0001874814-26-000002 · wk-form4_1767743844.xml · derivative · entry 5 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,264 Underlying: Common Stock · 2,264 shares Expires 2036-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 115 | $106.09 | $12,200.12 |
DisclosureSEC source: 0001874814-26-000002 · wk-form4_1767743844.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,942 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001874814-26-000002 · wk-form4_1767743844.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,057 Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 14:33 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 100 | $112.47 | $11,246.84 |
DisclosureSEC source: 0001874814-25-000006 · wk-form4_1762958030.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,586 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.45 to $112.49, inclusive. The reporting person undertakes to provide to WEC, any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 20, 2025 Filed May 22, 2025 16:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 2,155 | $0.00 Strike: $91.49 | $0.00 |
DisclosureSEC source: 0000107815-25-000198 · wk-form4_1747932756.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,155 shares Expires 2030-01-02 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 |
| May 20, 2025 Filed May 22, 2025 16:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,155 | $107.77 | $232,241.55 |
DisclosureSEC source: 0000107815-25-000198 · wk-form4_1747932756.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,686 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.68 to $107.8950, inclusive. The reporting person undertakes to provide to WEC, any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 20, 2025 Filed May 22, 2025 16:52 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 2,155 | $91.49 | $197,155.56 |
DisclosureSEC source: 0000107815-25-000198 · wk-form4_1747932756.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,841 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 03, 2025 Filed Jan 7, 2025 20:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 72 | $94.18 | $6,780.60 |
DisclosureSEC source: 0000107815-25-000079 · wk-form4_1736281122.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,686 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 1,783 | $0.00 Strike: $94.55 | $0.00 |
DisclosureSEC source: 0000107815-25-000050 · wk-form4_1736209180.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 Underlying: Common Stock · 1,783 shares Expires 2035-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 60 | $94.55 | $5,672.85 |
DisclosureSEC source: 0000107815-25-000050 · wk-form4_1736209180.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,758 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-25-000050 · wk-form4_1736209180.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,818 Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 14:13 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 350 | $89.75 | $31,412.50 |
DisclosureSEC source: 0000107815-24-000209 · wk-form4_1723039991.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,377 Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 19:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 20 | $86.23 | $1,724.60 |
DisclosureSEC source: 0000107815-24-000063 · wk-form4_1704741386.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,727 Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 71 | $86.26 | $6,124.28 |
DisclosureSEC source: 0000107815-24-000044 · wk-form4_1704415050.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,747 Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 2,039 | $0.00 Strike: $85.05 | $0.00 |
DisclosureSEC source: 0000107815-24-000044 · wk-form4_1704415050.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,039 Underlying: Common Stock · 2,039 shares Expires 2034-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 478 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-24-000044 · wk-form4_1704415050.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,818 Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 20 | $94.79 | $1,895.80 |
DisclosureSEC source: 0000107815-23-000068 · wf-form4_167304363956667.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,340 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:34 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 1,965 | $0.00 Strike: $93.69 | $0.00 |
DisclosureSEC source: 0000107815-23-000027 · wf-form4_167297246350240.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,965 Underlying: Common Stock · 1,965 shares Expires 2033-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:34 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 55 | $93.69 | $5,152.95 |
DisclosureSEC source: 0000107815-23-000027 · wf-form4_167297246350240.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,360 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:34 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-23-000027 · wf-form4_167297246350240.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 19:08 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 150 | $93.30 | $13,994.34 |
DisclosureSEC source: 0000107815-22-000320 · wf-form4_166871211535315.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,121 Read SEC document |
| May 11, 2022 Filed May 12, 2022 21:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 2,106 | $0.00 Strike: $68.18 | $0.00 |
DisclosureSEC source: 0000107815-22-000197 · wf-form4_165239256032392.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,106 shares Expires 2029-01-02 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 |
| May 11, 2022 Filed May 12, 2022 21:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 2,106 | $102.99 | $216,904.94 |
DisclosureSEC source: 0000107815-22-000197 · wf-form4_165239256032392.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.84 to $103.14, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 11, 2022 Filed May 12, 2022 21:56 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 2,106 | $68.18 | $143,576.55 |
DisclosureSEC source: 0000107815-22-000197 · wf-form4_165239256032392.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,377 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 04, 2022 Filed Jan 6, 2022 23:45 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 20 | $96.28 | $1,925.60 |
DisclosureSEC source: 0000107815-22-000078 · wf-form4_164151268646560.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 2,874 | $0.00 Strike: $96.04 | $0.00 |
DisclosureSEC source: 0000107815-22-000044 · wf-form4_164142829172656.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,874 Underlying: Common Stock · 2,874 shares Expires 2032-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 44 | $96.04 | $4,225.54 |
DisclosureSEC source: 0000107815-22-000044 · wf-form4_164142829172656.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000044 · wf-form4_164142829172656.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,335 Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 21:27 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 1,555 | $0.00 Strike: $66.02 | $0.00 |
DisclosureSEC source: 0000107815-21-000239 · wf-form4_162880363040439.xml · derivative · entry 4 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,555 shares Expires 2028-01-02 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 |
| August 11, 2021 Filed Aug 12, 2021 21:27 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 1,555 | $96.48 | $150,018.78 |
DisclosureSEC source: 0000107815-21-000239 · wf-form4_162880363040439.xml · nonDerivative · entry 2 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,063 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.4150 to $96.53, inclusive. The reporting person undertakes to provide WEC Energy Group, Inc. (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 21:27 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 1,555 | $66.02 | $102,653.33 |
DisclosureSEC source: 0000107815-21-000239 · wf-form4_162880363040439.xml · nonDerivative · entry 1 Erickson Joshua M · CIK 0001874814 · VP and Deputy General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,618 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.