Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GRACO INCGGG · Entity 3440 | Director | January 01, 2026 | January 05, 2026 |
| XCEL ENERGY INCXEL · Entity 3042 | EVP, Group President Utilitie · Chief Customer Officer | May 01, 2023 | May 03, 2023 |
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.
GRACO INC
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,055.083 |
Reported balance
After 2026-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 76 · Balance 4,055.083 F1: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees.
F2: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.
XCEL ENERGY INC
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,145.753 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Sale · Disposed 30,000 · Balance 8,145.753 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.43 to $70.56, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F2: The amount also includes 279.805 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.43 to $70.56, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F2: The amount also includes 279.805 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends.
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 01, 2026 Filed Jan 5, 2026 14:29 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 76 | $81.97 | $6,229.72 |
DisclosureSEC source: 0000042888-26-000011 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,055.083 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 15:11 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 73 | $84.96 | $6,202.08 |
DisclosureSEC source: 0000042888-25-000037 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,965.873 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 13:30 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 72 | $85.97 | $6,189.84 |
DisclosureSEC source: 0001127602-25-018243 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,880.111 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 19:33 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 74 | $83.51 | $6,179.74 |
DisclosureSEC source: 0001127602-25-010761 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,795.371 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 15:03 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,980 | $0.00 Strike: $86.06 | $0.00 |
DisclosureSEC source: 0001127602-25-005104 · form4.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,980 Underlying: Common Stock · 4,980 shares Expires 2035-02-14 F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. Amended and Restated 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| January 01, 2025 Filed Jan 2, 2025 20:59 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 296 | $84.29 | $24,949.84 |
DisclosureSEC source: 0001127602-25-000066 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,709.358 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2024 Filed Oct 1, 2024 16:54 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 285 | $87.51 | $24,940.35 |
DisclosureSEC source: 0001127602-24-024625 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,403.514 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 16:55 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 315 | $79.28 | $24,973.20 |
DisclosureSEC source: 0001127602-24-019481 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,108.618 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| April 01, 2024 Filed Apr 1, 2024 13:05 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 267 | $93.46 | $24,953.82 |
DisclosureSEC source: 0001127602-24-011478 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,784.793 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 12:46 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,830 | $0.00 Strike: $88.64 | $0.00 |
DisclosureSEC source: 0001127602-24-005492 · form4.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,830 Underlying: Common Stock · 4,830 shares Expires 2034-02-16 F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 16:37 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 288 | $86.76 | $24,986.88 |
DisclosureSEC source: 0001127602-24-000026 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,510.485 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: The number of common stock shares includes common stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 19:22 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 343 | $72.88 | $24,997.84 |
DisclosureSEC source: 0001127602-23-024951 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,215.37 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 16:26 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 280 | $86.35 | $24,178.00 |
DisclosureSEC source: 0001127602-23-019832 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,866.832 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 30,000 | $70.53 | $2,115,921.00 |
DisclosureSEC source: 0000072903-23-000039 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,145.753 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.43 to $70.56, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F2 · balance_after: The amount also includes 279.805 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 16:27 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 311 | $73.01 | $22,706.11 |
DisclosureSEC source: 0001127602-23-011805 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582.156 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. F2 · balance_after: Included in the amount reported are shares of Graco Common Stock acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 3,720.283 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003637 · doc1.xml · derivative · entry 4 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,720.283 shares Expires not disclosed 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. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of dividend equivalents since the original grant of 3,431 units granted on January 2, 2020. F6 · derivative.exercise_date: Award vested on December 31, 2022 but was settled in shares of common stock on February 21, 2023. F6 · derivative.expiration_date: Award vested on December 31, 2022 but was settled in shares of common stock on February 21, 2023. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 13,380.649 | $68.01 | $910,017.94 |
DisclosureSEC source: 0001567619-23-003637 · doc1.xml · nonDerivative · entry 3 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,865.948 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2020-2022 performance share unit awards and restricted stock unit awards and the issuance of common stock under the 2022 annual incentive program. Fractional share interests were settled in cash. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 3,720.283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-003637 · doc1.xml · nonDerivative · entry 2 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,246.597 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. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 23,380.366 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003637 · doc1.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,526.314 F1 · shares: Represents 18,066.118 shares of common stock issued upon settlement of performance share unit awards for the 2020-2022 performance period as well as 5,314.248 shares of common stock issued in lieu of a portion of the cash payment earned by the reporting person under the 2022 annual incentive program. F2 · balance_after: The amount includes 528.781 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 13:59 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 6,250 | $0.00 Strike: $71.47 | $0.00 |
DisclosureSEC source: 0001127602-23-006071 · form4.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 shares Expires 2033-02-17 F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 23:40 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 4,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000546 · doc1.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 4,710 shares Expires 2025-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:13 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 169.12 | $67.26 | $11,375.01 |
DisclosureSEC source: 0001127602-23-000275 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269.4341 Underlying: Common Stock · 169.12 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:13 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 169 | $67.26 | $11,366.94 |
DisclosureSEC source: 0001127602-23-000275 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266.88 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 20:25 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 189.74 | $59.95 | $11,374.91 |
DisclosureSEC source: 0001127602-22-023234 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,096.9651 Underlying: Common Stock · 189.74 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 20:25 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 189 | $59.95 | $11,330.55 |
DisclosureSEC source: 0001127602-22-023234 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094.59 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 14:26 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 191.47 | $59.41 | $11,375.23 |
DisclosureSEC source: 0001127602-22-018354 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904.3934 Underlying: Common Stock · 191.47 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 14:26 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 191 | $59.41 | $11,347.31 |
DisclosureSEC source: 0001127602-22-018354 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902.745 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| May 24, 2022 Filed May 25, 2022 20:47 UTC | XCEL ENERGY INC XEL · Entity 3042 | OtherPhantom Stock · Derivative | 13,360.738 | $76.26 Strike: $0.00 | $1,018,889.88 |
DisclosureSEC source: 0001567619-22-011686 · doc1.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,177.478 Underlying: Common Stock · 13,360.738 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive the cash value of one share of common stock. F3 · derivative.exercise_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F3 · derivative.expiration_date: Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Xcel Energy Deferred Compensation Plan (the "Plan"). Subject to certain timing restrictions and other limitations based on the source of the amount deferred, the reporting person may generally transfer some or all of the balance in the Plan's Company stock account into an alternative Plan investment account. F4 · balance_after: The number of shares of phantom stock reflects both additional shares credited upon the deemed reinvestment of dividend equivalents as reported in the most recent report from the Plan administrator, as well as minor adjustments to the number of phantom shares credited to the reporting person's Company stock account due to the unitized nature of the Plan's Company stock fund. Read SEC document |
| May 23, 2022 Filed May 25, 2022 20:47 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 14,000 | $74.66 | $1,045,240.00 |
DisclosureSEC source: 0001567619-22-011686 · doc1.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Group President Utilitie · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,617.167 F1 · balance_after: The amount also includes 243.934 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 16:33 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 163.15 | $69.72 | $11,374.82 |
DisclosureSEC source: 0001127602-22-011002 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710.5885 Underlying: Common Stock · 163.15 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 16:33 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 163 | $69.72 | $11,364.36 |
DisclosureSEC source: 0001127602-22-011002 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709.382 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:08 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-006294 · doc1.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Group President, Utilitie 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041 Underlying: Common Stock · 1,041 shares Expires 2024-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2024. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:58 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 4,711.811 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005534 · doc1.xml · derivative · entry 4 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,711.811 shares Expires not disclosed 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. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of dividend equivalents since the original grant of 4,355 units. F6 · derivative.exercise_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. F6 · derivative.expiration_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:58 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 13,782.194 | $66.00 | $909,624.80 |
DisclosureSEC source: 0001567619-22-005534 · doc1.xml · nonDerivative · entry 3 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,373.233 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of performance share unit awards and restricted stock unit awards for the 2019-2021 performance period. Fractional share interests were settled in cash. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:58 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 4,711.811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005534 · doc1.xml · nonDerivative · entry 2 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,155.427 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. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:58 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 23,298.383 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005534 · doc1.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,443.616 F1 · shares: Represents the settlement of performance share unit awards for the 2019-2021 performance period. F2 · balance_after: The amount includes 465.07 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| February 18, 2022 Filed Feb 18, 2022 22:44 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 6,820 | $0.00 Strike: $71.73 | $0.00 |
DisclosureSEC source: 0001127602-22-005799 · form4.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,820 Underlying: Common Stock · 6,820 shares Expires 2032-02-18 F1 · derivative.exercise_date: Employee stock option granted pursuant to the Graco Inc. 2019 Stock Incentive Plan in transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:09 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 3,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000500 · doc1.xml · derivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 Underlying: Common Stock · 3,680 shares Expires 2024-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2024. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 16:07 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 141.09 | $80.62 | $11,374.68 |
DisclosureSEC source: 0001127602-22-000263 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545.8905 Underlying: Common Stock · 141.09 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 16:07 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 141 | $80.62 | $11,367.42 |
DisclosureSEC source: 0001127602-22-000263 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544.849 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 18:50 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 162.57 | $69.97 | $11,375.02 |
DisclosureSEC source: 0001127602-21-026183 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403.8133 Underlying: Common Stock · 162.57 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 18:50 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 162 | $69.97 | $11,335.14 |
DisclosureSEC source: 0001127602-21-026183 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 19:26 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 117.24 | $75.70 | $8,875.07 |
DisclosureSEC source: 0001127602-21-020993 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240.6768 Underlying: Common Stock · 117.24 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F4 · balance_after: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 19:26 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 117 | $75.70 | $8,856.90 |
DisclosureSEC source: 0001127602-21-020993 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:44 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 14,900 | $70.66 | $1,052,834.00 |
DisclosureSEC source: 0001567619-21-009006 · doc1.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,680.163 F1 · balance_after: The amount also includes 242.94 shares of stock acquired since the reporting person's last report pursuant to the reinvestment of dividends. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:04 UTC | GRACO INC GGG · Entity 3440 | GrantDeferred Stock Shares · Derivative | 123.14 | $71.62 | $8,819.29 |
DisclosureSEC source: 0001127602-21-012522 · form4.xml · derivative · entry 2 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123.14 Underlying: Common Stock · 123.14 shares Expires not disclosed F2 · derivative.exercise_price: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · kind: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F2 · derivative.exercise_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · derivative.expiration_date: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 17:04 UTC | GRACO INC GGG · Entity 3440 | GrantCommon Stock | 123 | $71.62 | $8,809.26 |
DisclosureSEC source: 0001127602-21-012522 · form4.xml · nonDerivative · entry 1 Carter Brett C · CIK 0001739288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123 F1 · kind: Shares of Graco Inc. common stock received in lieu of quarterly retainer fees. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 4,649.757 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004464 · doc1.xml · derivative · entry 4 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,649.757 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F4 · shares: Number of shares and units shown reflects the reinvestment of dividend equivalents since the original grant of 4,312 units. F5 · derivative.exercise_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. F5 · derivative.expiration_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 14,867.887 | $61.54 | $914,969.77 |
DisclosureSEC source: 0001567619-21-004464 · doc1.xml · nonDerivative · entry 3 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,337.223 F3 · balance_after: Fractional share interests relating to the settlement of restricted stock unit and performance share unit awards, and relating to share withholding for taxes, were settled in cash. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 4,649.757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004464 · doc1.xml · nonDerivative · entry 2 Carter Brett C · CIK 0001739288 · EVP, Chief Customer and Innova 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,205.11 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 · price: Restricted stock units are settled in common stock on a one-for-one basis. 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.