Form 4 for MGEE MGE ENERGY INC
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0000950170-24-025517 · 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 | 2024-03-05 | 2024-03-01 | MGEE | Bushek Jared Joseph | VP Chief Fin. Off, Treas | F - Tax | $63.64 | -298 | 3,074 | -9% | -$19.0K |
| D | 2024-03-05 | 2024-03-01 | MGEE | Bushek Jared Joseph | VP Chief Fin. Off, Treas | A - Grant | $0.00 | +1,854 | 4,928 | +60% | $0 |
| D | 2024-03-05 | 2024-03-01 | MGEE | Bushek Jared Joseph | VP Chief Fin. Off, Treas | A - Grant | $63.19 | +791.26 | 3,062 | +35% | +$50.0K |
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 | 2024-03-01 | F | D | 298 | $63.64 | 3,073.53 | D | — | — | (F1) Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. |
| 2 | Common | Common Stock | 2024-03-01 | A | A | 1,854 | $0.00 | 4,927.53 | D | — | — | (F2) Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested. The RSUs vest on December 31, 2026. (F1) Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. |
| 3 | Derivative | Phantom Stock Units | 2024-03-01 | A | A | 791.26 | $63.19 | 3,062.11 | D | — · — to — | 791.26 common stock | (F5) Aggregate amount of phantom stock units held under the 2023 DCSERP. (F1) Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. (F3) Each phantom stock unit has an equivalent value to one share of MGEE common stock and entitles the holder to the cash value thereof. (F4) Phantom stock units are accrued under MGE's 2023 Deferred Compensation Supplemental Executive Retirement Plan (2023 DCSERP) and are to be settled in accordance with the terms of the plan. |