Form 4 for XEL Xcel Energy
Accepted 2024-02-22 00:00:00 ET · period of report 2024-02-20 · accession 0000072903-24-000044 · 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 | Rome Amanda J | EVP, Group Pres, Utilitie | A - Grant | $0.00 | +4,139 | 27.1K | +18% | $0 |
| D | 2024-02-22 | 2024-02-20 | XEL | Rome Amanda J | EVP, Group Pres, Utilitie | M - OptEx | — | +3,494 | 30.6K | +13% | — |
| D | 2024-02-22 | 2024-02-20 | XEL | Rome Amanda J | EVP, Group Pres, Utilitie | F - Tax | $59.07 | -2,807 | 27.8K | -9% | -$165.8K |
| D | 2024-02-22 | 2024-02-20 | XEL | Rome Amanda J | EVP, Group Pres, Utilitie | M - OptEx | $0.00 | -3,494 | 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 | 4,138.73 | $0.00 | 27,086.23 | D | — | — | (F1) Represents the settlement of performance share unit awards for the 2021-2023 performance period. (F2) The amount includes 69.242 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. |
| 2 | Common | Common Stock | 2024-02-20 | M | A | 3,494.47 | — | 30,580.70 | D | — | — | (F3) Restricted stock units are settled in common stock on a one-for-one basis. |
| 3 | Common | Common Stock | 2024-02-20 | F | D | 2,807.20 | $59.07 | 27,773.50 | D | — | — | (F4) 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 | 3,494.47 | $0.00 | 0 | D | — · — to — | 3,494.47 Common Stock | (F5) Number of units shown reflects the reinvestment of 295.468 dividend equivalents since the original grant of 3,199 units on January 4, 2021. (F3) 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. |