Stock awards, gift and tax-withholding moves by PG&E (PCG) EVP John Simon
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
PG&E Corporation executive John R. Simon reported a mix of stock grants and share dispositions. On March 2, 2026, he received a 31,398-share award of common stock, and a separate 5,151-share award was recorded for the Simon Family Trust.
Also on March 2, Simon made a bona fide gift of 5,151 shares of common stock. On March 3, 2026, 5,500 shares were forfeited to cover tax withholding tied to vesting restricted stock units. Retirement plan holdings were updated to reflect his balance in the PG&E Corporation Retirement Savings Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
5,151 shares gifted
Mixed
5 txns
Insider
SIMON JOHN R
Role
EVP, GC, Chief E&C Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 5,500 | $19.11 | $105K |
| Grant/Award | Common Stock | 31,398 | $0.00 | -- |
| Gift | Common Stock | 5,151 | $0.00 | -- |
| Grant/Award | Common Stock | 5,151 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 94,159.29 shares (Direct);
Common Stock — 486,559 shares (Indirect, Held by Simon Family Trust)
Footnotes (1)
- Restricted Stock Units (RSUs) granted under the PG&E Corporation 2021 Long-Term Incentive Plan. RSUs are payable in shares of PG&E Corporation stock on a one-for-one basis. Includes 162.29 Special Incentive Stock Ownership Premiums (SISOPs) (phantom stock) awarded pursuant to the PG&E Corporation Executive Stock Ownership Program. SISOPs vest three years after the date of grant subject to accelerated vesting upon certain events. Unvested SISOPs are subject to forfeiture if certain stock ownership targets are not met. Vested SISOPs are automatically payable in an equal number of shares following termination of employment. These shares were forfeited to satisfy tax withholding obligations in connection with the vesting of RSUs. Represents the approximate number of shares of PG&E Corporation common stock held for the Reporting Person in the PG&E Corporation Stock Fund of the PG&E Corporation Retirement Savings Plan (RSP). That fund holds units consisting of PG&E Corporation common stock and a small short-term investments component. The number of shares is computed by dividing the value of the units by the daily closing price. Dividends are automatically invested in additional units at the election of the participant. These holdings have been trued up to conform to the RSP balance as of 3/2/2026.
FAQ
What insider stock transactions did PG&E (PCG) EVP John R. Simon report?
John R. Simon reported stock grants, a gift, and shares withheld for taxes. He received 31,398 common shares, a related trust received 5,151 shares, he gifted 5,151 shares, and 5,500 shares were forfeited to satisfy tax withholding on vesting restricted stock units.
How are the Simon Family Trust holdings in PG&E (PCG) stock reflected?
The filing shows a 5,151-share acquisition coded as a grant or award held indirectly by the Simon Family Trust. This indicates trust-level ownership rather than direct personal holding, and it contributes to the total indirect common stock reported for that trust entity.
What PG&E (PCG) retirement plan holdings are reported for John R. Simon?
The Form 4 notes approximately 3,237.15 PG&E common shares held in the PG&E Corporation Stock Fund within the Retirement Savings Plan. These are represented as units in a fund combining company stock with short-term investments, and the balance is trued up to a March 2, 2026 valuation.