Eversource Energy (NYSE: ES) trustee discloses indirect holdings
Rhea-AI Filing Summary
Eversource Energy insider W. Robert Mudge filed an initial Form 3 reporting indirect beneficial ownership of the company’s common shares. As of 01/01/2026, he reports 3,400 common shares held indirectly through the Mudge Trust, described as an estate planning trust for which he is trustee and his spouse and children are beneficiaries. He also reports 1,400 common shares held indirectly through an IRA and 500 common shares held indirectly through a SEP IRA. No derivative securities are reported in this filing, and the form is filed by one reporting person in the capacity of trustee.
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FAQ
What does the Eversource Energy (ES) Form 3 filing by W. Robert Mudge report?
The Form 3 reports indirect beneficial ownership of Eversource Energy common shares by W. Robert Mudge as of 01/01/2026, showing his initial holdings as a reporting person.
How many Eversource Energy (ES) shares are held through the Mudge Trust?
The filing shows 3,400 common shares of Eversource Energy held indirectly through the Mudge Trust, an estate planning trust where Mr. Mudge is trustee and his spouse and children are beneficiaries.
What Eversource Energy (ES) shares does W. Robert Mudge report through retirement accounts?
He reports 1,400 common shares held indirectly through an IRA and 500 common shares held indirectly through a SEP IRA.
Are any derivative securities reported in this Eversource Energy (ES) Form 3?
No. The Table II section for derivative securities shows no derivative positions reported for W. Robert Mudge.
In what capacity is W. Robert Mudge related to Eversource Energy (ES)?
He is identified as an "Other" relationship with the specific role of Trustee, rather than as a director, officer, or 10% owner.
Is the Eversource Energy (ES) Form 3 filed by one or multiple reporting persons?
The document indicates that the Form is filed by one reporting person, namely W. Robert Mudge.