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person · Reporting owner

Carter Brett C

Disclosed activity across 2 companies

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70538
SEC CIK
0001739288

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
GRACO INCGGG · Entity 3440DirectorJanuary 01, 2026January 05, 2026
XCEL ENERGY INCXEL · Entity 3042EVP, Group President Utilitie · Chief Customer OfficerMay 01, 2023May 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,055.083 Reported balance After 2026-01-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,145.753 Reported balance After 2023-05-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 01, 2026 Filed Jan 5, 2026 14:29 UTC GRACO INC GGG · Entity 3440 GrantCommon Stock 76 $81.97 $6,229.72
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 01, 2022 Filed Jan 4, 2022 16:07 UTC GRACO INC GGG · Entity 3440 GrantCommon Stock 141 $80.62 $11,367.42
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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October 01, 2021 Filed Oct 1, 2021 18:50 UTC GRACO INC GGG · Entity 3440 GrantCommon Stock 162 $69.97 $11,335.14
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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July 01, 2021 Filed Jul 1, 2021 19:26 UTC GRACO INC GGG · Entity 3440 GrantCommon Stock 117 $75.70 $8,856.90
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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April 01, 2021 Filed Apr 1, 2021 17:04 UTC GRACO INC GGG · Entity 3440 GrantCommon Stock 123 $71.62 $8,809.26
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.