Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | January 02, 2026 | January 07, 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 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,013.6114 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,603 · Balance 5,013.6114 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | Direct | 3,264 |
Reported balance
After 2026-01-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-02 · Disposition to issuer · Disposed 1,749.6114 · Balance 3,264 F2: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,770.229 |
Reported balance
After 2026-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-02 · Grant · Acquired 1,749.6114 · Balance 3,770.229 F3: One-for-one. F2: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units. F4: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F5: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
F2: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units.
F3: One-for-one.
F4: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan.
F5: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11.
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 02, 2026 Filed Jan 7, 2026 00:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 1,749.6114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001958040-26-000003 · wk-form4_1767744104.xml · derivative · entry 3 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,770.229 Underlying: Common Stock · 1,749.6114 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F2 · price: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F5 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 1,749.6114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001958040-26-000003 · wk-form4_1767744104.xml · nonDerivative · entry 2 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,264 F2 · price: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 00:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001958040-26-000003 · wk-form4_1767744104.xml · nonDerivative · entry 1 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,013.6114 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 1,954.9274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-25-000040 · wk-form4_1736209080.xml · derivative · entry 3 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,954.9274 Underlying: Common Stock · 1,954.9274 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F2 · price: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2024, the reporting person deferred receipt of 1,954.9274, shares of common stock and instead received 1,954.9274 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,954.9274 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 1,954.9274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-25-000040 · wk-form4_1736209080.xml · nonDerivative · entry 2 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,354 F2 · price: In connection with the vesting of restricted stock granted to the reporting person on January 2, 2024, the reporting person deferred receipt of 1,954.9274, shares of common stock and instead received 1,954.9274 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,954.9274 shares of common stock in exchange for an equal number of phantom stock units. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:18 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-25-000040 · wk-form4_1736209080.xml · nonDerivative · entry 1 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,308.9274 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 23:41 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-24-000014 · wk-form4_1704411706.xml · nonDerivative · entry 1 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,543 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-23-000030 · wf-form4_167297252459629.xml · nonDerivative · entry 1 Bie Ave M · CIK 0001958040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 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.