Inheritance transfer adds shares to Xcel Energy (XEL) EVP holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Xcel Energy executive Amanda J. Rome reported a small inheritance-related change in her shareholdings. On the reported date, an estate or will transfer involving 6 shares of common stock was recorded under a non-market code. After this adjustment, she directly holds 55,819.097 Xcel Energy common shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Rome Amanda J
Role
EVP, Group President, Utilitie
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| W | Common Stock | 6 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 55,819.097 shares (Direct)
Footnotes (1)
FAQ
What insider transaction did Xcel Energy (XEL) report for Amanda J. Rome?
Xcel Energy reported an inheritance-related transfer involving 6 shares of common stock for EVP Amanda J. Rome. The event used a non-market Form 4 code tied to estate or will transfers, indicating no open-market buying or selling activity.
Was the Xcel Energy (XEL) Form 4 transaction a market buy or sell?
No, the transaction was not a market buy or sell. It was coded as an acquisition or disposition by will or laws of descent and distribution, meaning it relates to inheritance or estate settlement rather than trading on the open market.
What does the Form 4 code used in Amanda J. Rome’s Xcel Energy (XEL) filing mean?
The Form 4 uses code W, described as acquisition or disposition by will or laws of descent and distribution. This indicates the 6-share change stems from an inheritance or estate process, not from a discretionary stock purchase or sale.
Does Amanda J. Rome’s Xcel Energy (XEL) filing show any derivative securities?
No derivative securities are shown in this filing. The Form 4 only reports a non-derivative transaction involving common stock and lists no remaining derivative positions in the accompanying derivative summary section of the data.