Ulrich Phillip R.

Officer · AEP

As of 2026-09-16, Ulrich Phillip R. has 19 Form 4 transactions on record across 1 company — 10 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $5.1MIndirect: $0$5.1Mas of 2026-09-16
  • Direct $5.1M
  • Indirect $0
AEPdirect42,323 sh$5.1M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

AEP · 19 trades
2026-03-10: Award / grant, 110 sh ($15K)2026-03-10: Withheld for tax, 50 sh ($7K)2026-02-27: Sale, 4,106 sh ($542K)2026-02-26: Award / grant, 12,353 sh ($0)2026-02-26: Withheld for tax, 5,510 sh ($0)2026-02-23: Withheld for tax, 333 sh ($44K)2026-02-23: Withheld for tax, 319 sh ($42K)2026-02-23: Withheld for tax, 298 sh ($39K)2026-02-17: Award / grant, 2,879 sh ($375K)2026-01-09: Award / grant, 21,383 sh ($2.5M)2025-03-10: Award / grant, 108 sh ($12K)2025-03-10: Withheld for tax, 13 sh ($1K)2025-02-26: Withheld for tax, 4,041 sh ($0)2025-02-26: Award / grant, 9,589 sh ($0)2025-02-21: Withheld for tax, 332 sh ($35K)2025-02-21: Withheld for tax, 316 sh ($33K)2025-02-21: Withheld for tax, 294 sh ($31K)2025-02-18: Award / grant, 2,935 sh ($0)2024-11-01: Award / grant, 5,141 sh ($500K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-02-27AEPSale4,106 @ $132.08$542K−8.9% of holding42,263Form 4
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-03-10AEPAward / grant11042,373Form 4
2026-03-10AEPWithheld for tax5042,323Form 4
2026-02-26AEPAward / grant12,35351,879Form 4
2026-02-26AEPWithheld for tax5,51046,369Form 4
2026-02-23AEPWithheld for tax33340,143Form 4
2026-02-23AEPWithheld for tax31939,824Form 4
2026-02-23AEPWithheld for tax29839,526Form 4
2026-02-17AEPAward / grant2,87940,476Form 4
2026-01-09AEPAward / grant21,38337,596Form 4
2025-03-10AEPAward / grant10813,191Form 4
2025-03-10AEPWithheld for tax1313,178Form 4
2025-02-26AEPWithheld for tax4,04113,083Form 4
2025-02-26AEPAward / grant9,58917,124Form 4
2025-02-21AEPWithheld for tax3328,145Form 4
2025-02-21AEPWithheld for tax3167,535Form 4
2025-02-21AEPWithheld for tax2947,851Form 4
2025-02-18AEPAward / grant2,93516,810Form 4
2024-11-01AEPAward / grant5,14113,786Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.