| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MGEE | Common Stock | Tax liability | $88,714 | -1,394 | -11% | $63.64 | 11,017 | 01 Mar 2024 | Direct | F1 |
| transaction | MGEE | Common Stock | Award | $0 | +5,162 | +47% | $0.000000 | 16,179 | 01 Mar 2024 | Direct | F1, F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MGEE | Phantom Stock Units | Award | $69,036 | +1,093 | +65% | $63.19 | 2,779 | 01 Mar 2024 | common stock | 1,093 | Direct | F1, F3, F4, F5 |
| Id | Content |
|---|---|
| F1 | Includes adjustments for accrued dividends pursuant to dividend reinvestment and exempt from Sec 16 under Rule 16a-11. |
| F2 | Represents restricted stock units (RSU's) which are converted to common stock on a one-to-one basis when vested. The RSU's vest on December 31, 2026. |
| 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. |
| F5 | Aggregate amount of phantom stock units held under the 2023 DCSERP. |