Form 4 for XEL Xcel Energy
Accepted 2024-02-22 00:00:00 ET · period of report 2024-02-20 · accession 0000072903-24-000043 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-02-22 | 2024-02-20 | XEL | O'Connor Timothy John | EVP, Chief Ops Off | A - Grant | $0.00 | +5,995 | 16.9K | +55% | $0 |
| D | 2024-02-22 | 2024-02-20 | XEL | O'Connor Timothy John | EVP, Chief Ops Off | M - OptEx | — | +5,061 | 22.0K | +30% | — |
| D | 2024-02-22 | 2024-02-20 | XEL | O'Connor Timothy John | EVP, Chief Ops Off | F - Tax | $59.07 | -4,404 | 17.6K | -20% | -$260.1K |
| D | 2024-02-22 | 2024-02-20 | XEL | O'Connor Timothy John | EVP, Chief Ops Off | M - OptEx | $0.00 | -5,061 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-02-20 | A | A | 5,994.90 | $0.00 | 16,905.90 | D | — | — | (F1) Represents the settlement of performance share unit awards for the 2021-2023 performance period. |
| 2 | Common | Common Stock | 2024-02-20 | M | A | 5,061.04 | — | 21,966.94 | D | — | — | (F2) Restricted stock units are settled in common stock on a one-for-one basis. |
| 3 | Common | Common Stock | 2024-02-20 | F | D | 4,403.94 | $59.07 | 17,563 | D | — | — | (F3) Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2021-2023 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash. |
| 4 | Derivative | Restricted Stock Units | 2024-02-20 | M | D | 5,061.04 | $0.00 | 0 | D | — · — to — | 5,061.04 Common Stock | (F5) Number of units shown reflects the reinvestment of 413.037 dividend equivalents since the original grants of 3,504 units on January 4, 2021 and 1,144 units on August 18, 2021. (F2) Restricted stock units are settled in common stock on a one-for-one basis. (F6) Award vested on December 31, 2023 but was settled in shares of common stock on February 20, 2024. |