Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERGY CORP /DE/ETR · Entity 221 | Group President, Utility Ops | August 15, 2024 | August 16, 2024 |
| ENTERGY TEXAS, INC.ETI-PR · Entity 8966 | Director · Group President, Utility Ops | September 17, 2019 | July 01, 2022 |
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 21, 2024 | June 24, 2024 |
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 August 15, 2024 · Filed August 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,598 |
Reported balance
After 2024-08-15 transaction · row 1
1 source rowRow 1 · 2024-08-15 · Sale · Disposed 17,119 · Balance 40,598 F1: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $116.82 to $116.97. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 4,949 |
Reported balance
Holding disclosure · report date 2024-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,949 |
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 $116.82 to $116.97. 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.
ENTERGY TEXAS, INC.
Report date September 17, 2019 · Filed July 01, 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 2019-09-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Essential Utilities, Inc.
Report date June 21, 2024 · Filed June 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,071 |
Reported balance
After 2024-06-21 transaction · row 1
1 source rowRow 1 · 2024-06-21 · Grant · Acquired 3,259 · Balance 4,071 |
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 17, 2018 Filed Jan 20, 2018 00:08 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 717 | $78.51 | $56,291.67 |
DisclosureSEC source: 0000065984-18-000016 · edgar.xml · nonDerivative · entry 2 WEST RODERICK K · CIK 0001261751 · Group President, Utility Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,355 Read SEC document |
| January 17, 2018 Filed Jan 20, 2018 00:08 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 2,287 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-18-000016 · edgar.xml · nonDerivative · entry 1 WEST RODERICK K · CIK 0001261751 · Group President, Utility Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,072 F1 · kind: Settlement of long-term performance units issued under the 2011 Entergy Corporation Equity Ownership Plan. F2 · balance_after: Includes 405 shares of Entergy common stock acquired pursuant to the dividend reinvestment feature of Entergy Corporation's equity ownership plans. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 23:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 745 | $70.61 | $52,604.45 |
DisclosureSEC source: 0000065984-17-000054 · edgar.xml · nonDerivative · entry 3 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,380 Read SEC document |
| January 30, 2017 Filed Apr 24, 2019 21:23 UTC Amendment | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 559 | $70.61 | $39,470.99 |
DisclosureSEC source: 0000065984-19-000157 · edgar.xml · nonDerivative · entry 2 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,125 F2 · date: This amended Form 4 is being filed to set forth a transaction date of Monday, January 30, 2017 for the shares withheld to satisfy tax obligations that arose in connection with the vesting of a grant of restricted stock to the reporting person. The transaction date provided in the original Form 4 was Sunday, January 29, 2017, the date on which the shares of restricted stock vested, triggering the tax withholding. However, pursuant to the terms of the Plan the number of shares to be withheld for taxes is based on the "Fair Market Value" of Entergy's common stock, which under the terms of the Plan, could not be determined until the close of business on the next succeeding NYSE trading day of January 30, 2017. Read SEC document |
| January 30, 2017 Filed Apr 24, 2019 21:23 UTC Amendment | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 680 | $70.61 | $48,014.80 |
DisclosureSEC source: 0000065984-19-000157 · edgar.xml · nonDerivative · entry 1 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,684 F1 · date: This amended Form 4 is being filed to set forth a transaction date of Monday, January 30, 2017 for the shares withheld to satisfy tax obligations that arose in connection with the vesting of a grant of restricted stock to the reporting person. The transaction date provided in the original Form 4 was Saturday, January 28, 2017, the date on which the shares of restricted stock vested, triggering the tax withholding. However, pursuant to the terms of Entergy's equity ownership plan (the "Plan), the number of shares to be withheld for taxes is based on the "Fair Market Value" of Entergy's common stock, which under the terms of the Plan, could not be determined until the close of business on the next succeeding New York Stock Exchange ("NYSE") trading day of January 30, 2017. Read SEC document |
| January 29, 2017 Filed Feb 1, 2017 23:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 559 | $70.61 | $39,470.99 |
DisclosureSEC source: 0000065984-17-000054 · edgar.xml · nonDerivative · entry 2 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,125 Read SEC document |
| January 28, 2017 Filed Feb 1, 2017 23:52 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 680 | $70.61 | $48,014.80 |
DisclosureSEC source: 0000065984-17-000054 · edgar.xml · nonDerivative · entry 1 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,684 Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 22:49 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantEmployee Stock Option (Right to Buy) · Derivative | 29,200 | $0.00 Strike: $70.53 | $0.00 |
DisclosureSEC source: 0000065984-17-000039 · edgar.xml · derivative · entry 3 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,200 Underlying: Common Stock · 29,200 shares Expires 2027-01-26 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on January 26, 2018. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 22:49 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000039 · edgar.xml · nonDerivative · entry 1 WEST RODERICK K · CIK 0001261751 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,364 F1 · shares: The shares are subject to forfeiture. The risk of forfeiture lapses in three equal annual installments beginning on January 26, 2018. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 23:00 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | Tax withholdingCommon Stock | 1,315 | $71.89 | $94,535.35 |
DisclosureSEC source: 0000065984-17-000020 · edgar.xml · nonDerivative · entry 2 WEST RODERICK K · CIK 0001261751 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,164 Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 23:00 UTC | ENTERGY CORP /DE/ ETR · Entity 221 | GrantCommon Stock | 3,848 | $0.00 | $0.00 |
DisclosureSEC source: 0000065984-17-000020 · edgar.xml · nonDerivative · entry 1 WEST RODERICK K · CIK 0001261751 · EVP & Chief Admin. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,479 F1 · kind: Settlement of long-term performance units issued under the 2011 Entergy Corporation Equity Ownership Plan (the "EOP"). F2 · balance_after: Includes 408 shares of Entergy common stock acquired pursuant to a 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.