MGE ENERGY INC·4

Mar 3, 12:16 PM ET

Berbee James G 4

4 · MGE ENERGY INC · Filed Mar 3, 2026

Research Summary

AI-generated summary of this filing

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MGE Energy (MGEE) Director James G. Berbee Receives RSU Award

What Happened
James G. Berbee, a director of MGE Energy (MGEE), received an award of 1,039 restricted stock units (RSUs) on 2026-03-02. The grant is reported as a derivative award (transaction code A) with an acquisition price of $0 and total reported value $0 because no cash was exchanged. The RSUs convert to common stock on a one-to-one basis when they vest.

Key Details

  • Transaction date: 2026-03-02 (Form 4 filed 2026-03-03 — filing appears timely)
  • Instrument: 1,039 restricted stock units (RSUs), reported as a derivative award (code A)
  • Price/value: $0 per share; total reported value $0 (no cash paid at grant)
  • Vesting: RSUs vest on December 31, 2026 (per footnote)
  • Payout option: Reporting person can elect stock or be paid 25% in cash at payout (per footnote)
  • Shares owned after transaction: not specified in the filing

Context
RSUs are a form of equity compensation that convert to shares upon vesting; they are not an open-market purchase and do not indicate an immediate buy or sell by the insider. Because the units vest in the future (12/31/2026) and can be partially settled in cash, they represent deferred compensation and potential future dilution when converted to shares.

Insider Transaction Report

Form 4
Period: 2026-03-02
Transactions
  • Award

    Restricted Stock Units

    [F1][F2]
    2026-03-02+1,0391,039 total
    common stock (1,039 underlying)
Footnotes (2)
  • [F1]Represents restricted stock units (RSUs) which are converted to common stock on a one-to-one basis when vested.
  • [F2]The RSUs vest on December 31, 2026. The reporting person can elect stock or has the option to be paid out 25% in cash.
Signature
/s/ James G. Berbee|2026-03-03

Documents

1 file
  • 4
    ownership.xmlPrimary

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