Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERGY CORP /DE/ETR · Entity 221 | EVP & Chief Operating Officer | February 28, 2025 | March 03, 2025 |
| ENTERGY TEXAS, INC.ETI · Entity 8966 | Director | August 12, 2022 | August 19, 2022 |
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.
ENTERGY CORP /DE/
Report date February 28, 2025 · Filed March 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,065 |
Ending reported balance
After 2025-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-28 · Exercise / conversion · Acquired 19,336 · Balance 105,401 Row 2 · 2025-02-28 · Sale · Disposed 19,336 · Balance 86,065 F1: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $86.74 to $86.84. The reporting person undertakes to provide to Entergy, any security holder of Entergy or the staff of the SEC, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $54.80 · Expires 2032-01-27 | Direct | 0 |
Reported balance
After 2025-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-28 · Exercise / conversion · Disposed 19,336 · Balance 0 F2: The options were granted to the reporting person on January 27, 2022 and became exercisable in three equal annual installments beginning on January 27, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $86.74 to $86.84. The reporting person undertakes to provide to Entergy, any security holder of Entergy or the staff of the SEC, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote.
F2: The options were granted to the reporting person on January 27, 2022 and became exercisable in three equal annual installments beginning on January 27, 2023.
ENTERGY TEXAS, INC.
Report date August 12, 2022 · Filed August 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 5.375% Series A Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-08-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 19, 2022 Filed Jan 22, 2022 00:01 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 1,333 | $110.35 | $147,096.55 |
DisclosureSEC source: 0001062993-22-001426 · form4.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,024 Read SEC document |
| January 19, 2022 Filed Jan 22, 2022 00:01 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 5,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-001426 · form4.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,357 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan. F2 · balance_after: Includes 632 shares of Entergy Corporation common stock acquired through Entergy Corporation's dividend reinvestment plan and 122 shares of Entergy common stock acquired pursuant to the dividend reinvestment feature of Entergy's equity ownership plans. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:50 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 130 | $95.88 | $12,464.40 |
DisclosureSEC source: 0000065984-21-000080 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,368 Read SEC document |
| January 30, 2021 Filed Feb 3, 2021 00:33 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 112 | $95.33 | $10,676.96 |
DisclosureSEC source: 0000065984-21-000066 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,498 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:10 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,884 | $0.00 Strike: $95.87 | $0.00 |
DisclosureSEC source: 0000065984-21-000051 · edgar.xml · derivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,884 Underlying: Common Stock · 11,884 shares Expires 2031-01-28 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 28, 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:10 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-21-000051 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,610 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 28, 2022. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 00:33 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 154 | $94.75 | $14,591.50 |
DisclosureSEC source: 0000065984-21-000036 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,958 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:55 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 933 | $95.12 | $88,746.96 |
DisclosureSEC source: 0000065984-21-000023 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,112 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:55 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-21-000023 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,045 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan. F2 · balance_after: Includes 423 shares of Entergy Corporation common stock acquired through Entergy Corporation's dividend reinvestment plan and 105 shares of Entergy common stock acquired pursuant to the dividend reinvestment feature of Entergy's equity ownership plans. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:54 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $70.53 | $0.00 |
DisclosureSEC source: 0000065984-20-000078 · edgar.xml · derivative · entry 4 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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_date: The options vested in three equal annual installments on January 26, 2018, 2019 and 2020. F3 · derivative.expiration_date: The options vested in three equal annual installments on January 26, 2018, 2019 and 2020. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:54 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | SaleCommon Stock | 2,400 | $131.45 | $315,480.00 |
DisclosureSEC source: 0000065984-20-000078 · edgar.xml · nonDerivative · entry 3 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,951 F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $131.05 to $131.83. The reporting person undertakes to provide to Entergy, any security holder of Entergy or the staff of the SEC, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:54 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | SaleCommon Stock | 7,600 | $130.43 | $991,268.00 |
DisclosureSEC source: 0000065984-20-000078 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,351 F1 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $130.02 to $130.95. The reporting person undertakes to provide to Entergy, any security holder of Entergy or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:54 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Exercise / conversionCommon Stock | 10,000 | $70.53 | $705,300.00 |
DisclosureSEC source: 0000065984-20-000078 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,951 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:49 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 136 | $131.52 | $17,886.72 |
DisclosureSEC source: 0000065984-20-000057 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,951 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:29 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,586 | $0.00 Strike: $131.72 | $0.00 |
DisclosureSEC source: 0000065984-20-000043 · edgar.xml · derivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,586 Underlying: Common Stock · 12,586 shares Expires 2030-01-30 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:29 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000043 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,087 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:35 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 150 | $129.55 | $19,432.50 |
DisclosureSEC source: 0000065984-20-000028 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,753 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 23:35 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 128 | $129.55 | $16,582.40 |
DisclosureSEC source: 0000065984-20-000028 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,903 Read SEC document |
| January 17, 2020 Filed Jan 23, 2020 00:03 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 1,570 | $126.31 | $198,306.70 |
DisclosureSEC source: 0000065984-20-000015 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,031 Read SEC document |
| January 17, 2020 Filed Jan 23, 2020 00:03 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 6,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-20-000015 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,601 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan ("EOP"). F2 · balance_after: Includes 206 shares of Entergy Corporation common stock acquired through Entergy Corporation's dividend reinvestment plan and 113 shares of Entergy common stock acquired pursuant to the dividend reinvestment feature of the EOP. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 23:45 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,101 | $0.00 Strike: $89.19 | $0.00 |
DisclosureSEC source: 0000065984-19-000064 · edgar.xml · derivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,101 Underlying: Common Stock · 15,101 shares Expires 2029-01-31 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 31, 2020. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 23:45 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000064 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 31, 2020. Read SEC document |
| January 28, 2019 Filed Jan 31, 2019 00:11 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 124 | $86.51 | $10,727.24 |
DisclosureSEC source: 0000065984-19-000050 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,505 Read SEC document |
| January 28, 2019 Filed Jan 31, 2019 00:11 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 130 | $86.51 | $11,246.30 |
DisclosureSEC source: 0000065984-19-000050 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,629 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 23:57 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 144 | $87.10 | $12,542.40 |
DisclosureSEC source: 0000065984-19-000037 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,759 Read SEC document |
| January 17, 2019 Filed Jan 23, 2019 00:03 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 724 | $86.03 | $62,285.72 |
DisclosureSEC source: 0000065984-19-000021 · edgar.xml · nonDerivative · entry 2 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,903 Read SEC document |
| January 17, 2019 Filed Jan 23, 2019 00:03 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-19-000021 · edgar.xml · nonDerivative · entry 1 NORGEOT PETER S JR · CIK 0001731720 · SVP, Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,627 F1 · kind: Settlement of long-term performance units issued under the 2015 Entergy Corporation Equity Ownership Plan ("EOP"). F2 · balance_after: Includes 109 shares of Entergy common stock acquired through Entergy Corporation's dividend reinvestment plan and 142 shares of Entergy common stock acquired pursuant to the dividend reinvestment feature of the EOP. 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.