SEC CIK 1661030
Bergstein Joseph P Jr
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| PPLview stock → | 214,495.573 | 2026-02-20 |
Position History — PPL
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — PPL
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-02-20 | Option exercise (derivative) | 21,118 | $0.00 | 0 |
| 2026-02-20 | Tax withholding | 9,244 | $37.44 | 214,495.573 |
| 2026-02-20 | Option exercise | 21,118 | $37.44 | 223,739.573 |
| 2026-01-30 | Option exercise (derivative) | 3,875.024 | $0.00 | 7,751.077 |
| 2026-01-30 | Tax withholding | 1,697 | $36.25 | 202,621.573 |
| 2026-01-30 | Option exercise | 3,875.024 | $36.25 | 204,318.573 |
| 2026-01-29 | Option exercise (derivative) | 44,910 | $0.00 | 0 |
| 2026-01-29 | Grant / award (derivative) | 11,123 | $0.00 | 11,123 |
| 2026-01-29 | Grant / award (derivative) | 22,245 | $0.00 | 22,245 |
| 2026-01-29 | Grant / award (derivative) | 11,123 | $0.00 | 11,123 |
| 2026-01-29 | Tax withholding | 19,658 | $36.31 | 200,443.549 |
| 2026-01-29 | Option exercise | 44,910 | $36.31 | 220,101.549 |
| 2026-01-29 | Tax withholding | 6,879 | $36.31 | 175,191.549 |
| 2026-01-29 | Option exercise | 20,293 | $36.31 | 182,070.549 |
| 2026-01-20 | Option exercise (derivative) | 13,938.87 | $0.00 | 0 |
| 2026-01-20 | Tax withholding | 4,232 | $36.91 | 161,777.55 |
| 2026-01-20 | Option exercise | 13,938.87 | $36.91 | 166,009.55 |
| 2025-02-13 | Option exercise (derivative) | 17,236 | $0.00 | 0 |
| 2025-02-13 | Tax withholding | 7,545 | $34.41 | 152,068.48 |
| 2025-02-13 | Option exercise | 17,236 | $34.41 | 159,613.48 |
| 2025-01-30 | Option exercise (derivative) | 23,096 | $0.00 | 0 |
| 2025-01-30 | Grant / award (derivative) | 22,550 | $0.00 | 22,550 |
| 2025-01-30 | Grant / award (derivative) | 11,275 | $0.00 | 11,275 |
| 2025-01-30 | Grant / award (derivative) | 11,275 | $0.00 | 11,275 |
| 2025-01-30 | Option exercise | 37,090 | $33.47 | 158,612.48 |
| 2025-01-30 | Tax withholding | 16,235 | $33.47 | 142,377.48 |
| 2025-01-30 | Option exercise | 23,096 | $33.47 | 128,925.48 |
| 2025-01-30 | Tax withholding | 7,403 | $33.47 | 121,522.48 |
| 2025-01-27 | Option exercise (derivative) | 11,804.91 | $0.00 | 0 |
| 2025-01-27 | Tax withholding | 3,585 | $33.51 | 105,829.48 |
| 2025-01-27 | Option exercise | 11,804.91 | $33.51 | 109,414.48 |
| 2024-11-06 | Gift | 2,310 | $0.00 | 97,608.82 |
| 2024-01-25 | Option exercise (derivative) | 22,731 | $0.00 | 0 |
| 2024-01-25 | Grant / award (derivative) | 13,379 | $0.00 | 13,379 |
| 2024-01-25 | Grant / award (derivative) | 13,379 | $0.00 | 13,379 |
| 2024-01-25 | Grant / award (derivative) | 26,758 | $0.00 | 26,758 |
| 2024-01-25 | Option exercise | 22,731 | $25.83 | 109,866.35 |
| 2024-01-25 | Option exercise | 37,505 | $25.83 | 99,687.35 |
| 2024-01-25 | Tax withholding | 9,950 | $25.83 | 99,916.35 |
| 2024-01-25 | Tax withholding | 12,552 | $25.83 | 87,135.35 |
| 2024-01-21 | Option exercise (derivative) | 11,365.7 | $0.00 | 0 |
| 2024-01-21 | Tax withholding | 3,546 | $26.01 | 62,182.35 |
| 2024-01-21 | Option exercise | 11,365.7 | $26.01 | 65,728.35 |
| 2023-02-17 | Option exercise (derivative) | 25,167 | $0.00 | 0 |
| 2023-02-17 | Tax withholding | 7,241 | $28.81 | 54,359.3 |
| 2023-02-17 | Option exercise | 25,167 | $28.81 | 61,600.3 |
| 2023-01-23 | Option exercise (derivative) | 7,295.24 | $0.00 | 0 |
| 2023-01-23 | Tax withholding | 2,332 | $29.32 | 36,433.3 |
| 2023-01-23 | Option exercise | 7,295.24 | $29.32 | 38,765.3 |
| 2023-01-20 | J (derivative) | 14,589.32 | $0.00 | 0 |
| 2023-01-20 | Grant / award (derivative) | 12,588 | $0.00 | 12,588 |
| 2023-01-20 | Grant / award (derivative) | 25,175 | $0.00 | 25,175 |
| 2023-01-20 | Grant / award (derivative) | 12,588 | $0.00 | 12,588 |
| 2022-08-26 | Option exercise (derivative) | 20,645 | $0.00 | 0 |
| 2022-08-26 | Option exercise | 20,645 | $26.59 | 52,113.62 |
| 2022-08-26 | Open-market sale | 20,645 | $30.41 | 31,468.62 |
| 2022-07-05 | Option exercise (derivative) | 20.5 | $0.00 | 0 |
| 2022-07-05 | Tax withholding | 9 | $27.76 | 31,468.62 |
| 2022-07-05 | Option exercise | 20.5 | $27.76 | 31,477.62 |
| 2022-07-01 | Option exercise (derivative) | 2,529.58 | $0.00 | 20.5 |
| 2022-07-01 | Tax withholding | 1,107 | $27.76 | 31,457.12 |
| 2022-07-01 | Option exercise | 2,529.58 | $27.76 | 32,564.12 |
| 2022-02-18 | Option exercise (derivative) | 10,050 | $0.00 | 0 |
| 2022-02-18 | Option exercise (derivative) | 7,283 | $0.00 | 0 |
| 2022-02-18 | Tax withholding | 5,022 | $26.10 | 30,033.22 |
| 2022-02-18 | Option exercise | 17,333 | $26.10 | 35,055.22 |
| 2022-01-27 | J (derivative) | 5,024.54 | $0.00 | 0 |
| 2022-01-27 | J (derivative) | 3,641.02 | $0.00 | 0 |
| 2022-01-27 | Grant / award (derivative) | 10,655 | $0.00 | 10,655 |
| 2022-01-27 | J (derivative) | 3,641.02 | $0.00 | 0 |
| 2022-01-27 | Grant / award (derivative) | 21,309 | $0.00 | 21,309 |
| 2022-01-27 | Grant / award (derivative) | 10,655 | $0.00 | 10,655 |
| 2022-01-24 | Option exercise (derivative) | 1,533 | $0.00 | 0 |
| 2022-01-24 | Option exercise | 1,533 | $29.56 | 18,245.22 |
| 2022-01-24 | Tax withholding | 523 | $29.56 | 17,722.22 |
| 2021-12-30 | Gift | 1,693 | $0.00 | 16,711.04 |
| 2021-02-18 | Option exercise (derivative) | 6,513 | $0.00 | 0 |
| 2021-02-18 | Tax withholding | 1,915 | $27.77 | 18,400.39 |
| 2021-02-18 | Option exercise | 6,513 | $27.77 | 20,315.39 |
| 2021-01-25 | Option exercise (derivative) | 1,372 | $0.00 | 0 |
| 2021-01-25 | Tax withholding | 468 | $28.11 | 13,802.39 |
| 2021-01-25 | Option exercise | 1,372 | $28.11 | 14,270.39 |
| 2021-01-21 | Grant / award (derivative) | 20,051 | $0.00 | 20,051 |
| 2021-01-21 | Grant / award (derivative) | 10,026 | $0.00 | 10,026 |
| 2021-01-21 | Grant / award (derivative) | 20,051 | $0.00 | 20,051 |
| 2021-01-21 | J (derivative) | 3,256.38 | $0.00 | 0 |
| 2020-02-14 | Option exercise (derivative) | 3,689.59 | $0.00 | 0 |
| 2020-02-14 | Grant / award (derivative) | 1,422.42 | $0.00 | 2,844 |
| 2020-02-14 | Option exercise (derivative) | 2,844 | $0.00 | 0 |
| 2020-02-14 | Option exercise | 3,689.59 | $35.37 | 13,955.44 |
| 2020-02-14 | Option exercise | 2,844 | $35.37 | 11,068.85 |
| 2020-02-14 | Tax withholding | 1,062 | $35.37 | 12,893.44 |
| 2020-02-14 | Tax withholding | 803 | $35.37 | 10,265.85 |
| 2020-01-24 | Option exercise (derivative) | 1,421.58 | $0.00 | 0 |
| 2020-01-24 | Option exercise | 1,421.58 | $36.53 | 8,628.47 |
| 2020-01-24 | Tax withholding | 485 | $36.53 | 8,143.47 |
| 2020-01-23 | J (derivative) | 4,263.57 | $0.00 | 0 |
| 2020-01-23 | Grant / award (derivative) | 12,531 | $0.00 | 12,531 |
| 2020-01-23 | Grant / award (derivative) | 6,266 | $0.00 | 6,266 |
| 2020-01-23 | J (derivative) | 5,685.15 | $0.00 | 0 |
| 2019-07-01 | Grant / award (derivative) | 2,172 | $0.00 | 2,172 |
| 2019-07-01 | Grant / award (derivative) | 4,344 | $0.00 | 4,344 |
| 2019-07-01 | — | — | — | 7,286.4 |
| 2019-07-01 | — | — | — | 299.03 |
| 2019-07-01 | — | — | — | 48.06 |
| 2017-08-03 | Option exercise (derivative) | 2,983 | $0.00 | 0 |
| 2017-08-03 | Option exercise | 2,983 | $24.75 | 6,174.65 |
| 2017-08-03 | Open-market sale | 2,983 | $39.00 | 3,191.65 |
| 2017-07-24 | Open-market sale | 2,929 | $38.55 | 3,191.65 |
| 2017-03-01 | Option exercise (derivative) | 2,796 | $0.00 | 0 |
| 2017-03-01 | Option exercise | 2,796 | $36.73 | 6,939 |
| 2017-03-01 | Tax withholding | 890 | $36.73 | 6,049 |
| 2017-02-17 | Grant / award (derivative) | 3,169 | $0.00 | 3,169 |
| 2017-01-27 | Option exercise (derivative) | 1,932 | $0.00 | 0 |
| 2017-01-27 | Tax withholding | 718 | $34.41 | 4,143 |
| 2017-01-27 | Option exercise | 1,932 | $34.41 | 4,861 |
| 2017-01-26 | Grant / award (derivative) | 1,221 | $0.00 | 1,221 |
| 2017-01-26 | Grant / award (derivative) | 3,662 | $0.00 | 3,662 |
| 2017-01-26 | Grant / award (derivative) | 1,221 | $0.00 | 1,221 |
| 2016-07-08 | Open-market sale | 1,581 | $37.06 | 2,997.66 |
| 2016-05-25 | Gift | 350 | $0.00 | 4,577.97 |
| 2016-03-01 | Option exercise (derivative) | 1,646 | $0.00 | 0 |
| 2016-03-01 | Tax withholding | 524 | $34.83 | 4,927.3 |
| 2016-03-01 | Option exercise | 1,646 | $34.83 | 5,451.3 |
| 2016-01-25 | Option exercise (derivative) | 2,874 | $0.00 | 0 |
| 2016-01-25 | Tax withholding | 1,067 | $33.23 | 3,805.3 |
| 2016-01-25 | Option exercise | 2,874 | $33.23 | 4,872.3 |
| 2016-01-21 | Grant / award (derivative) | 2,557 | $0.00 | 2,557 |
| 2016-01-21 | Grant / award (derivative) | 3,160 | $0.00 | 3,160 |
| 2016-01-01 | — | — | — | 40.23 |
| 2016-01-01 | — | — | — | 1,997.57 |
| 2016-01-01 | — | — | — | 249.65 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.