Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Vice President | January 03, 2025 | January 07, 2025 |
| WISCONSIN ELECTRIC POWER COWELPP.OB · Entity 766 | Director | November 01, 2021 | November 10, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEC ENERGY GROUP, INC.
Report date January 03, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,102 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Tax withholding · Disposed 213 · Balance 5,102 |
| Common StockSEC Table I · non-derivative | IndirectERSP | 3,184.2354 |
Reported balance
Holding disclosure · report date 2025-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,184.2354 F1: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2024.
WISCONSIN ELECTRIC POWER CO
Report date November 01, 2021 · Filed November 10, 2021
This filing explicitly reported no securities owned.
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 03, 2025 Filed Jan 7, 2025 20:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 213 | $94.18 | $20,059.28 |
DisclosureSEC source: 0000107815-25-000072 · wk-form4_1736281047.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,102 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 4,870 | $0.00 Strike: $94.55 | $0.00 |
DisclosureSEC source: 0000107815-25-000054 · wk-form4_1736209220.xml · derivative · entry 4 Mastoris William · CIK 0001893062 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,870 Underlying: Common Stock · 4,870 shares Expires 2035-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 168 | $94.55 | $15,883.98 |
DisclosureSEC source: 0000107815-25-000054 · wk-form4_1736209220.xml · nonDerivative · entry 2 Mastoris William · CIK 0001893062 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,315 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-25-000054 · wk-form4_1736209220.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,483 Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 19:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 35 | $86.23 | $3,018.05 |
DisclosureSEC source: 0000107815-24-000060 · wk-form4_1704741349.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,277 Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 213 | $86.26 | $18,372.85 |
DisclosureSEC source: 0000107815-24-000035 · wk-form4_1704414935.xml · nonDerivative · entry 2 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,312 Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 5,731 | $0.00 Strike: $85.05 | $0.00 |
DisclosureSEC source: 0000107815-24-000035 · wk-form4_1704414935.xml · derivative · entry 4 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,731 Underlying: Common Stock · 5,731 shares Expires 2034-01-02 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-24-000035 · wk-form4_1704414935.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,525 Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 16:51 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,245.1749 | $80.31 | $100,000.00 |
DisclosureSEC source: 0000107815-23-000238 · wk-form4_1699980652.xml · derivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,807.587 Underlying: Common Stock · 1,245.1749 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance wit the terms of the plan. F2 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Executive Deferred Compensation Plan (EDCP) and are to be settled in accordance wit the terms of the plan. F3 · balance_after: Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the EDCP on transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:19 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 34 | $94.79 | $3,222.86 |
DisclosureSEC source: 0000107815-23-000063 · wf-form4_167304353515974.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,180 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 5,685 | $0.00 Strike: $93.69 | $0.00 |
DisclosureSEC source: 0000107815-23-000021 · wf-form4_167297233447269.xml · derivative · entry 4 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,685 Underlying: Common Stock · 5,685 shares Expires 2033-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 143 | $93.69 | $13,397.67 |
DisclosureSEC source: 0000107815-23-000021 · wf-form4_167297233447269.xml · nonDerivative · entry 2 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:32 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-23-000021 · wf-form4_167297233447269.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,357 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 3,345 | $0.00 Strike: $50.93 | $0.00 |
DisclosureSEC source: 0000107815-22-000275 · wf-form4_166060168310424.xml · derivative · entry 6 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,345 shares Expires 2026-01-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 1,345 | $0.00 Strike: $52.90 | $0.00 |
DisclosureSEC source: 0000107815-22-000275 · wf-form4_166060168310424.xml · derivative · entry 5 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,345 shares Expires 2025-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 4,690 | $105.04 | $492,629.63 |
DisclosureSEC source: 0000107815-22-000275 · wf-form4_166060168310424.xml · nonDerivative · entry 3 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,506 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.97 to $105.11, inclusive. The reporting person undertakes to provide to WEC Energy Group (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 3,345 | $50.93 | $170,344.13 |
DisclosureSEC source: 0000107815-22-000275 · wf-form4_166060168310424.xml · nonDerivative · entry 2 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:29 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 1,345 | $52.90 | $71,143.78 |
DisclosureSEC source: 0000107815-22-000275 · wf-form4_166060168310424.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,851 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 23:48 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 34 | $96.28 | $3,273.52 |
DisclosureSEC source: 0000107815-22-000085 · wf-form4_164151287992528.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,506 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 9,046 | $0.00 Strike: $96.04 | $0.00 |
DisclosureSEC source: 0000107815-22-000039 · wf-form4_164142819221840.xml · derivative · entry 4 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,046 Underlying: Common Stock · 9,046 shares Expires 2032-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 77 | $96.04 | $7,394.70 |
DisclosureSEC source: 0000107815-22-000039 · wf-form4_164142819221840.xml · nonDerivative · entry 2 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,540 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:16 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000039 · wf-form4_164142819221840.xml · nonDerivative · entry 1 Mastoris William · CIK 0001893062 · EVP-Cust. Svc. and Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,617 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.