Julia A Sloat
CIK 1643029 · View on SEC EDGAR ↗
First SEC filing: Oct. 27, 2020 · Latest: Dec. 11, 2023
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Feb. 21, 2024 | AEP | F | 855 | $82.56 | $70,589 | 53,267 Direct | -1.58% | Disposed | 54.0% (price as of 2026-08-20) |
| Feb. 21, 2024 | AEP | F | 3,412 | $82.56 | $281,695 | 49,855 Direct | -6.41% | Disposed | 54.0% (price as of 2026-08-20) |
| Jan. 25, 2024 | J | A | 1,519 | $135.71 | $206,143 | 1,519 Direct | — | Acquired | 31.3% (price as of 2026-08-20) |
| May 1, 2023 | AEP | F | 3,080 | $92.65 | $285,362 | 53,813 Direct | -5.41% | Disposed | 37.2% (price as of 2026-08-20) |
| May 1, 2023 | AEP | F | 168 | $92.65 | $15,565 | 53,645 Direct | -0.31% | Disposed | 37.2% (price as of 2026-08-20) |
| May 1, 2023 | AEP | F | 823 | $92.65 | $76,251 | 52,822 Direct | -1.53% | Disposed | 37.2% (price as of 2026-08-20) |
| Feb. 23, 2023 | AEP | A | 4,317 | — | — | 60,939 Direct | -6.62% | Disposed | (price as of 2026-08-20) |
| Feb. 23, 2023 | AEP | F | 282 | — | — | 56,904 Direct | -0.49% | Disposed | (price as of 2026-08-20) |
| Feb. 21, 2023 | AEP | F | 556 | $90.85 | $50,513 | 56,622 Direct | -0.97% | Disposed | 39.9% (price as of 2026-08-20) |
| Feb. 20, 2023 | AEP | A | 21,643 | — | — | 57,178 Direct | +60.91% | Acquired | (price as of 2026-08-20) |
| May 1, 2022 | AEP | F | 146 | $99.11 | $14,470 | 37,315 Direct | -0.39% | Disposed | 28.3% (price as of 2026-08-20) |
| May 1, 2022 | AEP | F | 108 | $99.11 | $10,704 | 37,207 Direct | -0.29% | Disposed | 28.3% (price as of 2026-08-20) |
| May 1, 2022 | AEP | F | 533 | $99.11 | $52,826 | 36,674 Direct | -1.43% | Disposed | 28.3% (price as of 2026-08-20) |
| March 31, 2022 | AEP | A | 19,702 | — | — | 37,460 Direct | +110.95% | Acquired | (price as of 2026-08-20) |
| March 18, 2022 | AEP | A | 32 | — | — | 16,168 Direct | +0.20% | Acquired | (price as of 2026-08-20) |
| Feb. 25, 2022 | AEP | A | 4,130 | — | — | 16,038 Direct | +34.68% | Acquired | (price as of 2026-08-20) |
| Feb. 24, 2022 | AEP | F | 294 | — | — | 17,412 Direct | -1.66% | Disposed | (price as of 2026-08-20) |
| Feb. 21, 2022 | AEP | A | 5,250 | — | — | 17,706 Direct | +42.15% | Acquired | (price as of 2026-08-20) |
| Oct. 1, 2021 | AEP | F | 45 | $81.38 | $3,662 | 12,380 Direct | -0.36% | Disposed | 56.2% (price as of 2026-08-20) |
| May 1, 2021 | AEP | F | 156 | $88.71 | $13,839 | 12,562 Direct | -1.23% | Disposed | 43.3% (price as of 2026-08-20) |
| May 1, 2021 | AEP | F | 142 | $88.71 | $12,597 | 12,420 Direct | -1.13% | Disposed | 43.3% (price as of 2026-08-20) |
| May 1, 2021 | AEP | F | 105 | $88.71 | $9,315 | 12,315 Direct | -0.85% | Disposed | 43.3% (price as of 2026-08-20) |
| Feb. 25, 2021 | AEP | A | 5,866 | — | — | 14,426 Direct | +68.53% | Acquired | (price as of 2026-08-20) |
| Feb. 25, 2021 | AEP | F | 1,807 | — | — | 12,619 Direct | -12.53% | Disposed | (price as of 2026-08-20) |
| Feb. 15, 2021 | AEP | A | 5,089 | — | — | 8,600 Direct | +144.94% | Acquired | (price as of 2026-08-20) |
| Oct. 26, 2020 | 805676 | A | 450 | $94.79 | $42,656 | 2,500 Direct | +21.95% | Acquired | |
| Oct. 28, 2019 | 805676 | A | 450 | $98.19 | $44,186 | 2,050 Direct | +28.12% | Acquired | |
| Oct. 22, 2018 | 805676 | A | 450 | $95.16 | $42,822 | 1,600 Direct | +39.13% | Acquired | |
| Oct. 23, 2017 | 805676 | A | 450 | $111.25 | $50,062 | 1,150 Direct | +64.29% | Acquired | |
| Oct. 24, 2016 | 805676 | A | 350 | $95.45 | $33,408 | 700 Direct | +100.00% | Acquired | |
| Oct. 26, 2015 | 805676 | A | 350 | $94.88 | $33,208 | 750 Direct | +87.50% | Acquired |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 18, 2022 | AEP | Common Stock [F1] | Common Stock (32) | $0.00 | March 18, 2022 | 32 | Acquired |
| Feb. 25, 2022 | AEP | Common Stock [F1] | Common Stock (4,130) | $0.00 | Feb. 25, 2022 | 4,130 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 11, 2023 | J | No securities are beneficially owned. | 0 | Indirect |
| Jan. 4, 2021 | AEP | Common Stock | 2,485 | Indirect |
| Jan. 4, 2021 | AEP | Common Stock | 864 | Direct |
| Jan. 4, 2021 | AEP | Career Shares (Phantom Stock) [F1]→ Common Stock (5,294) | 5,294 | Direct |
| Jan. 4, 2021 | AEP | Career Shares (Phantom Stock) [F1]→ Common Stock (6,165) | 6,165 | Direct |
| Jan. 4, 2021 | AEP | Restricted Stock Units→ Common Stock (1,485) | 1,485 | Direct |
| Jan. 4, 2021 | AEP | Restricted Stock Units→ Common Stock (1,372) | 1,372 | Direct |
| Jan. 4, 2021 | AEP | Restricted Stock Units→ Common Stock (286) | 286 | Direct |
| Jan. 4, 2021 | AEP | Restricted Stock Units→ Common Stock (1,026) | 1,026 | Direct |
| Jan. 4, 2021 | AEP | AEP Supplemental Savings Plan→ Common Stock (3,959) | 3,959 | Indirect |