Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive Vice President | May 01, 2024 | May 02, 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.
AMERICAN ELECTRIC POWER CO INC
Report date May 01, 2024 · Filed May 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,787 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Tax withholding · Disposed 135 · Balance 7,787 F1: A portion of the reporting person's restricted stock units (442 ) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 135 restricted stock units were withheld to satisfy the reporting person's tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of the reporting person's restricted stock units (442 ) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 135 restricted stock units were withheld to satisfy the reporting person's tax liability.
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 |
|---|---|---|---|---|---|---|
| May 01, 2024 Filed May 2, 2024 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 135 | $88.15 | $11,900.25 |
DisclosureSEC source: 0001398889-24-000150 · wk-form4_1714671557.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,787 F1 · shares: A portion of the reporting person's restricted stock units (442 ) granted on February 21, 2021 vested on May 1, 2024. Upon vesting, 135 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 20:38 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 20 | $83.84 | $1,676.80 |
DisclosureSEC source: 0001398889-24-000100 · wk-form4_1711485514.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,908 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000084 · wk-form4_1709665002.xml · nonDerivative · entry 2 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,622 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:56 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 4,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000084 · wk-form4_1709665002.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,930 F1 · shares: Performance Share units awarded pursuant to the AEP Long-Term Incentive Plan. The reporting person deferred the receipt of 3,883 vested performance units (net of taxes) into Career Shares (phantom stock) in AEP's Stock Ownership Requirement Plan. The Career Shares become payable upon the reporting person's termination of employment with AEP. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:52 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 3,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-24-000066 · wk-form4_1709059944.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,739 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 365 | $82.56 | $30,134.40 |
DisclosureSEC source: 0001398889-24-000047 · wk-form4_1708714760.xml · nonDerivative · entry 2 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,090 F2 · shares: A portion of the reporting person's restricted stock units (1 ,117 ) granted on February 20, 2023 vested on February 21, 2024. Upon vesting, 365 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:59 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 139 | $82.56 | $11,475.84 |
DisclosureSEC source: 0001398889-24-000047 · wk-form4_1708714760.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,455 F1 · shares: A portion of the reporting person's restricted stock units (389 ) granted on February 21, 2022 vested on February 21, 2024. Upon vesting, 139 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 02, 2023 Filed May 3, 2023 15:17 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 513 | $92.75 | $47,580.75 |
DisclosureSEC source: 0001398889-23-000131 · wf-form4_168312704180745.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,453 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2022. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:01 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 136 | $92.65 | $12,600.40 |
DisclosureSEC source: 0001398889-23-000117 · wf-form4_168305769382835.xml · nonDerivative · entry 2 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,966 F2 · shares: A portion of the reporting person's restricted stock units (424) granted on February 15, 2021 vested on May 1, 2023. Upon vesting, 136 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| May 01, 2023 Filed May 2, 2023 20:01 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 107 | $92.65 | $9,913.55 |
DisclosureSEC source: 0001398889-23-000117 · wf-form4_168305769382835.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,102 F1 · shares: A portion of the reporting person's restricted stock units (332) granted on February 17, 2020 vested on May 1, 2023. Upon vesting, 107 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 18:23 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | SaleCommon Stock | 2,829 | $91.16 | $257,891.64 |
DisclosureSEC source: 0001398889-23-000077 · wf-form4_167950938907131.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,209 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2022. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000064 · wf-form4_167751955256831.xml · nonDerivative · entry 2 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,993 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:39 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantCommon Stock | 3,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000064 · wf-form4_167751955256831.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,293 Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 19:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | Tax withholdingRestricted Stock Units | 145 | $90.85 | $13,173.25 |
DisclosureSEC source: 0001398889-23-000038 · wf-form4_167709572491806.xml · nonDerivative · entry 2 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,392 F2 · shares: A portion of the reporting person's restricted stock units (373) granted on February 21, 2022 vested on February 21, 2023. Upon vesting, 145 restricted stock units were withheld to satisfy the reporting person's tax liability. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 19:55 UTC | AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 | GrantRestricted Stock Units | 3,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001398889-23-000038 · wf-form4_167709572491806.xml · nonDerivative · entry 1 Beam Christian T · CIK 0001946760 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,537 F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2024, February 21, 2025 and February 21, 2026. 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.