Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Vice President | February 23, 2024 | February 27, 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.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,062.92 |
Ending reported balance
After 2024-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-23 · Grant · Acquired 5,066 · Balance 14,334.92 Row 2 · 2024-02-23 · Tax withholding · Disposed 2,845 · Balance 11,489.92 Row 3 · 2024-02-23 · Grant · Acquired 573 · Balance 12,062.92 |
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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 16:57 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 573 | $41.44 | $23,745.12 |
DisclosureSEC source: 0000784977-24-000041 · wk-form4_1709053059.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,062.92 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:57 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 2,845 | $41.44 | $117,896.80 |
DisclosureSEC source: 0000784977-24-000041 · wk-form4_1709053059.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,489.92 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:57 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 5,066 | $41.44 | $209,935.04 |
DisclosureSEC source: 0000784977-24-000041 · wk-form4_1709053059.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,334.92 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 440 | $40.03 | $17,613.20 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 7 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,268.76 F1 · balance_after: Balance adjusted to reflect 103 shares acquired through employee stock purchase plan. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 32 | $40.03 | $1,280.96 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 6 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,708.76 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 373 | $40.03 | $14,931.19 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 5 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,676.76 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 50 | $40.03 | $2,001.50 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 4 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,049.76 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 431 | $40.03 | $17,252.93 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,999.76 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 79 | $40.03 | $3,162.37 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,430.76 Read SEC document |
| February 09, 2024 Filed Feb 16, 2024 18:34 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,178 | $40.11 | $127,469.58 |
DisclosureSEC source: 0000784977-24-000026 · wk-form4_1708108460.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,351.76 Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 15:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 10,891 | $44.16 | $480,946.56 |
DisclosureSEC source: 0000784977-23-000123 · wk-form4_1693322022.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,070.54 F1 · price: Average price of shares sold. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 19:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | SaleCommon Stock | 1,071 | $46.83 | $50,154.93 |
DisclosureSEC source: 0001628280-23-027734 · wk-form4_1691435976.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,961.54 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:32 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 358 | $47.07 | $16,851.06 |
DisclosureSEC source: 0000784977-23-000014 · wf-form4_167657230607546.xml · nonDerivative · entry 4 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,938.73 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:32 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000014 · wf-form4_167657230607546.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,296.73 F2 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 11, 2022. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:32 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 414 | $47.07 | $19,486.98 |
DisclosureSEC source: 0000784977-23-000014 · wf-form4_167657230607546.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,273.73 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:32 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0000784977-23-000014 · wf-form4_167657230607546.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,687.73 F1 · shares: Represents dividend equivalent units associated with the vesting of restricted stock units awarded on February 17, 2021. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 591 | $47.69 | $28,184.79 |
DisclosureSEC source: 0001663086-23-000002 · wf-form4_167633682704333.xml · nonDerivative · entry 5 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,638.73 F4 · balance_after: This beneficially owned total includes shares purchased through the Employee Stock Purchase Program. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001663086-23-000002 · wf-form4_167633682704333.xml · nonDerivative · entry 4 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,036.49 F3 · shares: Reflects the vesting of dividend equivalent units for the February 12, 2020 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 12, 2023 the company usedFriday, February 10, 2023 as the stock price. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001663086-23-000002 · wf-form4_167633682704333.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,933.49 F2 · shares: Time-based restricted units awarded on Feb. 10, 2023 which vests 1/3 each on Feb. 14th of 2024, 2025 and 2026. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,919 | $47.69 | $91,517.11 |
DisclosureSEC source: 0001663086-23-000002 · wf-form4_167633682704333.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,661.49 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 01:07 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001663086-23-000002 · wf-form4_167633682704333.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,580.49 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 234 | $50.73 | $11,870.82 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 7 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,051.49 F5 · balance_after: This beneficially owned total includes shares purchased through the Employee Stock Purchase Program Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 6 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,962.34 F4 · shares: Represents taxes and dividend equivalent units associated with the vesting of the first one-third vesting of time-based restricted stock units awarded on Feb. 17, 2021. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 463 | $51.86 | $24,011.18 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 5 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,939.34 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 4 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,402.34 F3 · shares: Reflects the vesting of dividend equivalent units for the February 13, 2019 time based 3-year cliff vest restricted stock award. Because the stock vested on Sunday, February 13, 2022 the company used Friday, February 11, 2022 as the stock price. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,292.34 F2 · shares: Reflects vesting of 1/3 of restricted stock units granted on February 11, 2022. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,628 | $51.86 | $84,428.08 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,438.34 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 4,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002759 · marketforms-55411.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,066.34 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002154 · marketforms-51504.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,165.34 F3 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 14, 2024 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 707 | $41.87 | $29,602.09 |
DisclosureSEC source: 0001214659-21-002154 · marketforms-51504.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,085.34 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 23:19 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,232.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002154 · marketforms-51504.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,792.34 F1 · shares: Reflects the vesting of performance-related restricted stock units and related dividend equivalent rights F2 · balance_after: This total includes shares purchased through the Employee Stock Purchase Program Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:38 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 956 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001358 · marketforms-47742.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,559.65 F3 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 12, 2023. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:38 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,356 | $60.98 | $82,688.88 |
DisclosureSEC source: 0001214659-20-001358 · marketforms-47742.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,603.65 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:38 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,981.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001358 · marketforms-47742.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,959.65 F1 · shares: Reflects the vesting of performance-based restricted stock units and related dividend equivalent rights. F2 · balance_after: This total includes shares purchased through the Employee Stock Purchase Program Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:35 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001324 · marketforms-44104.xml · nonDerivative · entry 3 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,978 F3 · shares: Reflects a grant of Restricted Stock Units which, subject to continued service, will vest on February 13, 2022 and be settled in shares. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:35 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Tax withholdingCommon Stock | 1,354 | $48.65 | $65,872.10 |
DisclosureSEC source: 0001214659-19-001324 · marketforms-44104.xml · nonDerivative · entry 2 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F2 · balance_after: This total includes shares purchased through the Employee Stock Purchase Program. Read SEC document |
| February 13, 2019 Filed Feb 16, 2019 00:35 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001324 · marketforms-44104.xml · nonDerivative · entry 1 Mersereau Anne Frances · CIK 0001663086 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,852 F1 · shares: Reflects the vesting of performance-based Restricted Stock Units and related dividend equivalent rights. 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.