Timothy John O'Connor - 25 Feb 2025 Form 4 Insider Report for XCEL ENERGY INC

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
27 Feb 2025, 17:26:39 UTC
Prior SEC filing
06 Jan 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Kristin L. Westlund, Attorney in Fact for Timothy John O'Connor

Key filing fact

Timothy John O'Connor filed Form 4 for XCEL ENERGY INC on 27 Feb 2025.

Key facts

  • This page summarizes Timothy John O'Connor's Form 4 filing for XCEL ENERGY INC.
  • 4 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 27 Feb 2025, 17:26.

Change

  • Previous filing in this sequence was filed on 06 Jan 2025.
  • Current net transaction value: -$686,793.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

XEL transaction

Common Stock

Award

Transaction value
$0
Shares
+17,938
Change %
+235%
Price
$0.000000
Shares after
25,567
Date
25 Feb 2025
Ownership
Direct
Footnotes
F1
XEL transaction

Common Stock

Options Exercise

Transaction value
Shares
+4,993
Change %
+20%
Price
Shares after
30,560
Date
25 Feb 2025
Ownership
Direct
Footnotes
F2
XEL transaction

Common Stock

Tax liability

Transaction value
$686,793
Shares
-9,703
Change %
-32%
Price
$70.78
Shares after
20,857
Date
25 Feb 2025
Ownership
Direct
Footnotes
F3
XEL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
398
Date
25 Feb 2025
Ownership
401(k)
Footnotes
F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

XEL transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
$0
Shares
-4,993
Change %
-100%
Price
$0.000000
Shares after
0
Date
25 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,993
Exercise price
Footnotes
F2, F5, F6
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Represents the settlement of performance share unit awards for the 2022-2024 performance period.

Footnote F2

Restricted stock units are settled in common stock on a one-for-one basis.

Footnote F3

Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2022-2024 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash.

Footnote F4

Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated February 21, 2025.

Footnote F5

Number of units shown reflects the reinvestment of 429.207 dividend equivalents since the original grant of 4,564 units on January 3, 2022.

Footnote F6

Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025.

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