Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CENTERPOINT ENERGY INCCNP · Entity 3178 | SVP Electric Business | February 20, 2024 | February 22, 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.
CENTERPOINT ENERGY INC
Report date February 20, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,064 |
Reported balance
After 2024-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-20 · Grant · Acquired 15,624 · Balance 47,064 F1: Vesting of performance shares awarded in 2021 under the Issuer's Long-term Incentive Plan (the "Plan"). |
| Common StockSEC Table I · non-derivative | Direct | 43,075 |
Reported balance
After 2024-02-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-20 · Tax withholding · Disposed 3,989 · Balance 43,075 F2: Shares withheld for taxes upon vesting of performance shares. |
| Common StockSEC Table I · non-derivative | Direct | 42,370 |
Reported balance
After 2024-02-20 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-02-20 · Tax withholding · Disposed 705 · Balance 42,370 F3: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs"). F4: Total includes (i) 2,514 RSUs previously awarded under the Plan and vesting in February 2025, (ii) 5,793 RSUs previously awarded under the plan and vesting in February 2026, and (iii) 6,674 RSUs previously awarded under the Plan and vesting in three equal installments in February 2025, 2026 and 2027. The above awards shall vest (a) if she continues to be an employee of Issuer from the grant date through the respective vesting date, (b) in the event of her earlier disability or death, or (c) if she satisfies various conditions, upon her earlier retirement, except that such retirement vesting will be on a pro rata basis if, for the awards under clauses (i) and (ii) above, she fails to meet the conditions for full vesting, or, for the award under clause (iii), her retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of performance shares awarded in 2021 under the Issuer's Long-term Incentive Plan (the "Plan").
F2: Shares withheld for taxes upon vesting of performance shares.
F3: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs").
F4: Total includes (i) 2,514 RSUs previously awarded under the Plan and vesting in February 2025, (ii) 5,793 RSUs previously awarded under the plan and vesting in February 2026, and (iii) 6,674 RSUs previously awarded under the Plan and vesting in three equal installments in February 2025, 2026 and 2027. The above awards shall vest (a) if she continues to be an employee of Issuer from the grant date through the respective vesting date, (b) in the event of her earlier disability or death, or (c) if she satisfies various conditions, upon her earlier retirement, except that such retirement vesting will be on a pro rata basis if, for the awards under clauses (i) and (ii) above, she fails to meet the conditions for full vesting, or, for the award under clause (iii), her retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability.
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 20, 2024 Filed Feb 22, 2024 21:51 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 705 | $27.79 | $19,591.95 |
DisclosureSEC source: 0001130310-24-000041 · wk-form4_1708638703.xml · nonDerivative · entry 3 Wilson Lynnae K · CIK 0002006690 · SVP Electric Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,370 F3 · shares: Shares withheld for taxes upon vesting of time-based restricted stock units ("RSUs"). F4 · balance_after: Total includes (i) 2,514 RSUs previously awarded under the Plan and vesting in February 2025, (ii) 5,793 RSUs previously awarded under the plan and vesting in February 2026, and (iii) 6,674 RSUs previously awarded under the Plan and vesting in three equal installments in February 2025, 2026 and 2027. The above awards shall vest (a) if she continues to be an employee of Issuer from the grant date through the respective vesting date, (b) in the event of her earlier disability or death, or (c) if she satisfies various conditions, upon her earlier retirement, except that such retirement vesting will be on a pro rata basis if, for the awards under clauses (i) and (ii) above, she fails to meet the conditions for full vesting, or, for the award under clause (iii), her retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:51 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | Tax withholdingCommon Stock | 3,989 | $27.79 | $110,854.31 |
DisclosureSEC source: 0001130310-24-000041 · wk-form4_1708638703.xml · nonDerivative · entry 2 Wilson Lynnae K · CIK 0002006690 · SVP Electric Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,075 F2 · shares: Shares withheld for taxes upon vesting of performance shares. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:51 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 15,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-24-000041 · wk-form4_1708638703.xml · nonDerivative · entry 1 Wilson Lynnae K · CIK 0002006690 · SVP Electric Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,064 F1 · shares: Vesting of performance shares awarded in 2021 under the Issuer's Long-term Incentive Plan (the "Plan"). Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:38 UTC | CENTERPOINT ENERGY INC CNP · Entity 3178 | GrantCommon Stock | 6,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001130310-24-000023 · wk-form4_1708465055.xml · nonDerivative · entry 1 Wilson Lynnae K · CIK 0002006690 · SVP Electric Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,440 F1 · shares: Time-based restricted stock units ("RSUs") awarded under the Issuer's Long-Term Incentive Plan (the "Plan") and vesting in three equal installments in February 2025, 2026, and 2027. The above award shall vest (i) if the Reporting Person ("R.P.") continues to be an employee of Issuer from the grant date through the respective vesting date, (ii) in the event of her earlier disability or death, or (iii) if she satisfies various conditions, upon her earlier retirement, except that such retirement vesting will be on a pro rata basis if her retirement occurs in the year of grant. All vesting is conditioned upon achievement of positive operating income for the year preceding the applicable vesting date except in the case of death or disability. F2 · balance_after: Total includes (i) 2,893 RSUs previously awarded under the Plan and vesting in February 2024, (ii) 2,514 RSUs previously awarded under the Plan and vesting in February 2025, and (iii) 5,793 RSUs previously awarded under the Plan and vesting in February 2026. The above awards shall vest (i) if the Reporting Person continues to be an employee of Issuer from grant date through vesting date and (ii) in the event of her death or disability. The vesting of each award is conditioned upon positive operating income in the last full calendar year of the restricted period except in the case of death or disability. 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.