Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | PCG | Common Stock | Award | $0 | +109K | +675.81% | $0.00 | 125K | Mar 1, 2024 | Direct | F1 |
transaction | PCG | Common Stock | Tax liability | -$984K | -59.2K | -47.4% | $16.60 | 65.8K | Mar 1, 2024 | Direct | F2, F3 |
transaction | PCG | Common Stock | Gift | $0 | -65.6K | -99.76% | $0.00 | 159 | Mar 1, 2024 | Direct | |
transaction | PCG | Common Stock | Gift | $0 | +65.6K | +23.34% | $0.00 | 347K | Mar 1, 2024 | Held by Simon Family Trust | |
transaction | PCG | Common Stock | Award | $0 | +90.4K | +56681.72% | $0.00 | 90.5K | Mar 1, 2024 | Direct | F4 |
holding | PCG | Common Stock | 3.21K | Mar 1, 2024 | Held by Trustee of PG&E Corporation Retirement Savings Plan | F5 |
Id | Content |
---|---|
F1 | Vested performance shares granted under the PG&E Corporation 2014 Long-Term Incentive Plan for the performance cycle ended 12/31/2023. Performance shares are payable in shares of PG&E Corporation common stock on a one-for-one basis. |
F2 | These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of performance share units and restricted stock units (RSUs). |
F3 | Includes 160.48 Special Incentive Stock Ownership Premiums (SISOPs) (phantom stock) pursuant to the PG&E Corporation Executive Stock Ownership Program and reflects the acquisition of 0.09 SISOPs on 1/15/24 upon the conversion of dividend equivalents received on that date. SISOPs vest three years after the date of grant subject to accelerated vesting upon certain events. Unvested SISOPs are subject to forfeiture if certain stock ownership targets are not met. Vested SISOPs are automatically payable in an equal number of shares following termination of employment. |
F4 | RSUs granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. |
F5 | Represents the approximate number of shares of PG&E Corporation common stock held for the reporting person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/1/2024 and reflect the acquisition of approximately 3.94 shares on 1/15/24 due to dividend reinvestment. |