Welcome to our dedicated page for Consolidated Edison SEC filings (Ticker: ED), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Consolidated Edison, Inc. (NYSE: ED) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, covering both the holding company and key subsidiary Consolidated Edison Company of New York, Inc. (CECONY). As a large regulated utility and energy-delivery holding company, Con Edison uses SEC reports to describe its financial condition, results of operations, capital plans and material agreements.
Investors can review Con Edison’s periodic reports, including annual reports on Form 10‑K and quarterly reports on Form 10‑Q, which provide segment information for CECONY, Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc. These filings explain how the company’s regulated electric, gas and steam businesses in New York City, Westchester County, southeastern New York State and northern New Jersey operate under state‑approved rate plans, revenue decoupling mechanisms and various regulatory reconciliations.
Current reports on Form 8‑K offer additional detail on specific events. Recent 8‑Ks describe earnings releases, a Joint Proposal for CECONY electric and gas rate plans for 2026–2028, new long‑term debenture issuances, a 364‑day senior unsecured term loan credit agreement, and a purchase and sale agreement for Con Edison’s approximately 6.6 percent interest in Mountain Valley Pipeline, LLC. These documents outline key covenants, capital structures, authorized returns and uses of proceeds.
Stock Titan enhances access to these filings with AI-powered summaries that highlight important sections of lengthy 10‑K and 10‑Q reports, explain complex regulatory tables, and surface notable items from 8‑K disclosures. Users can quickly identify information on earnings drivers, rate base changes, transmission investments, financing arrangements and other factors that shape ED’s risk profile and cash flows, while still having direct access to the full text of each SEC filing.
Consolidated Edison, Inc. is offering 7,000,000 common shares through a forward sale arrangement with an affiliate of J.P. Morgan Securities LLC. The forward seller intends to borrow and sell the shares to the underwriter; the company will only receive proceeds upon full physical settlement of the forward sale agreement.
The company states the forward sale is expected to settle by December 31, 2026 if physically settled, the forward price will be adjusted daily by a floating interest-rate factor, and the issuer may elect cash settlement or net share settlement subject to certain conditions. Shares outstanding were 361,302,689 as of February 20, 2026, the NYSE closing price was $109.81 on February 20, 2026, and a dividend of $0.8875 per share was declared payable on March 16, 2026 (purchasers in the offering will not receive that dividend).
Consolidated Edison executive Robert Sanchez reported multiple equity compensation transactions and holdings updates. On February 18, 2026, he exercised 5,370 Performance Units granted in 2023 under the Long Term Incentive Plan for cash, with each unit economically equivalent to one share of common stock.
On the same date, he received new equity awards: 8,900 Performance Units under the LTIP scheduled to vest in 2029 based on performance criteria, and 3,800 time-based restricted stock units scheduled to vest in full on December 31, 2028. Each Performance Unit or restricted stock unit represents a contingent right to one share of common stock or its cash equivalent.
In connection with the derivative exercise, he acquired 5,370 shares of common stock and then disposed of 5,370 shares to the issuer at $113.92 per share, leaving 21,745.864 shares of common stock held directly and 505.152 shares held indirectly through the Thrift Plan as of a statement dated January 31, 2026.
CONSOLIDATED EDISON INC President & CEO of Orange & Rockland, Michele O'Connell, reported multiple equity-related transactions. She exercised 1,812 Performance Units, resulting in 1,812 shares of common stock, then disposed of those 1,812 common shares to the company at $113.9200 per share. She received a new grant of 7,400 Performance Units under the Long Term Incentive Plan, scheduled to vest in 2029 based on performance criteria, and 3,100 time-based restricted stock units scheduled to vest on December 31, 2028. Each Performance Unit is the economic equivalent of one share of common stock, and each restricted stock unit represents a contingent right to one share. Following these transactions, she held 19,455.848 common shares directly and 484.520 shares indirectly through the Thrift Plan, which had decreased by 0.094 shares between December 31, 2025 and January 31, 2026.
CONSOLIDATED EDISON INC executive Stuart Nachmias, President & CEO CET, reported multiple equity compensation transactions dated February 18, 2026. He received a grant of 3,300 Performance Units under the company’s Long Term Incentive Plan that are scheduled to vest in 2029 based on performance criteria, and 1,400 time-based restricted stock units scheduled to vest in full on December 31, 2028.
Previously granted 2023 Performance Units vested with the final number adjusted to performance; the filing notes the reporting person elected to receive their value in cash, with each unit economically equivalent to one share of common stock. On the same date, 2,006 Performance Units were converted into 2,006 shares of common stock, and those 2,006 shares were then disposed of to the issuer at $113.92 per share. After these transactions, Nachmias directly owned 9,741.819 shares of common stock.
CONSOLIDATED EDISON INC vice president and controller Joseph Miller reported equity compensation activity tied to the company’s long-term incentive plans. He exercised 841 Performance Units into 841 shares of common stock at $113.92 per share and now holds 5,173.227 common shares directly.
Performance Units granted in 2023 under the Long Term Incentive Plan vested based on performance criteria, with each unit economically equivalent to one common share. Miller also received a new grant of 1,500 Performance Units scheduled to vest in 2029, and 600 time-based restricted stock units scheduled to vest on December 31, 2028.
The filing notes indirect ownership of 127.122 common shares through the TRASOP plan as of a thrift plan statement dated January 31, 2026, and that 15.046 shares were acquired under the company’s Stock Purchase Plan since his last filing.
CONSOLIDATED EDISON INC executive Matthew Ketschke, President of CECONY, reported multiple equity transactions. On February 18, 2026, he exercised 8,217 Performance Units into common stock and then disposed of the same 8,217 shares to the issuer at $113.92 per share, leaving 42,424.919 common shares held directly.
He also received a grant of 18,800 Performance Units under the Long Term Incentive Plan, scheduled to vest in 2029 based on performance criteria, and 8,000 time-based restricted stock units scheduled to vest on December 31, 2028. The filing notes an additional 1,100.646 common shares held indirectly by his spouse.
Consolidated Edison SVP Jennifer Hensley reported a mix of equity award activity and share dispositions. She acquired 8,100 Performance Units that were originally granted in 2023 under the Long Term Incentive Plan, with the final number tied to achievement of performance criteria.
She also received a new grant of 3,400 time-based restricted stock units, scheduled to vest in full on December 31, 2028, each convertible into one share of common stock. In common stock, she acquired 2,782 shares through a derivative exercise, then disposed of 2,087 shares back to the company and 264 shares to cover taxes at a price of $113.92 per share, ending with 2,259.001 shares held directly.
Consolidated Edison Inc. SVP and General Counsel Deneen L. Donnley reported multiple equity-related transactions. On February 18, 2026, she received 4,500 time-based restricted stock units with no purchase price, which are scheduled to vest in full on December 31, 2028 under the company's long-term incentive plan.
She also exercised 6,405 Performance Units, each economically equivalent to one share of common stock, and simultaneously disposed of 6,405 common shares to the issuer at $113.92 per share. According to the footnotes, these Performance Units, originally granted in 2023, vested and the reporting person elected to receive their value in cash.
In addition, she was granted 10,600 new Performance Units under the long-term incentive plan, scheduled to vest in 2029 upon determination of performance criteria. Each unit represents the economic value of one share of common stock, with the final amount of shares or cash equivalents dependent on achieving those performance targets.
Consolidated Edison Inc. Chairman, President & CEO Timothy Cawley reported several equity compensation moves. He exercised 33,773 Performance Units into the same number of common shares, then disposed of 33,773 shares back to the company at $113.92 per share. He also received grants of 69,000 Performance Units that are scheduled to vest in 2029 based on performance criteria, and 29,600 time-based restricted stock units scheduled to vest on December 31, 2028. Following these transactions, he directly held 126,708.749 common shares, plus a small indirect balance through the company’s Thrift Plan.
CONSOLIDATED EDISON INC reported that SVP & CFO Kirkland B. Andrews acquired new stock-based awards under the company’s Long Term Incentive Plan. He received 12,900 Performance Units and 5,500 time-based restricted stock units at a stated price of $0.00 per unit.
The Performance Units are scheduled to vest in 2029 once the Management Development and Compensation Committee determines whether performance criteria are met, and each unit is economically equivalent to one share of common stock. The time-based restricted stock units are scheduled to vest in full on December 31, 2028, with each unit representing a contingent right to receive one share of common stock.