Insider Trading March 14, 2026

FirstEnergy Director James F. ONeil Disposes of $402k in Shares Amid Strategic Developments

ONeil reduces direct holdings as utility advances transmission investments and updates executive and analyst guidance

By Caleb Monroe FE
FirstEnergy Director James F. ONeil Disposes of $402k in Shares Amid Strategic Developments
FE

FirstEnergy Corp director James F. ONeil sold 7,945 shares of company stock on March 11, 2026, for roughly $402,040 at a weighted average price of $50.603. The transaction leaves ONeil with 1,869 directly held shares and a larger holding of Phantom Stock Units payable under the company’s deferred compensation plan. The sale happens as the stock trades close to its 52-week high and after a series of corporate and analyst updates related to transmission investments, executive appointments, and price-target changes.

Key Points

  • Director James F. ONeil sold 7,945 FirstEnergy shares on March 11, 2026, for about $402,040 at a weighted average price of $50.603.
  • After the sale ONeil directly owns 1,869 shares and holds 44,966.2847 Phantom Stock Units payable under the Deferred Compensation Plan for Outside Directors.
  • FirstEnergy announced a planned $950 million transmission investment in Ohio and Pennsylvania following PJM approval; the company also appointed Hannah Turner as VP of Transmission Finance and received analyst price-target increases from Scotiabank and BofA.

FirstEnergy Corp director James F. ONeil executed a sale of 7,945 FirstEnergy shares on March 11, 2026, generating approximately $402,040 in proceeds. The filing records a weighted average sale price of $50.603 per share, with individual trades ranging from $50.60 to $50.621.

Following that disposition, ONeil is listed as directly owning 1,869 shares of FirstEnergy common stock. The disclosure also details that ONeil holds 44,966.2847 Phantom Stock Units, each unit equivalent to one share of the company’s common stock. Those Phantom Stock Units are payable either in cash or in shares at the conclusion of his service as a director under FirstEnergy’s Deferred Compensation Plan for Outside Directors.

The timing of the sale coincides with FirstEnergy shares trading near a 52-week high of $51.75 and a year-to-date total return of 15 percent. The company has recently publicized several strategic and organizational developments that are relevant to investors and stakeholders in the utility and transmission sectors.

Among corporate actions, FirstEnergy announced plans to invest approximately $950 million to strengthen power grid infrastructure in Ohio and Pennsylvania. That planned investment follows approval from the PJM Board of Managers as part of the 2025 Regional Transmission Expansion Plan. Separately, the company named Hannah Turner as Vice President of Transmission Finance, a role in which she will oversee financial operations associated with FirstEnergy’s transmission businesses.

Analyst coverage has reflected these developments. Scotiabank increased its price target on FirstEnergy shares to $56 while maintaining a Sector Outperform rating, and it projects 8 percent earnings growth for the company. BofA Securities also raised its price target to $52 and kept a Neutral rating following discussions about the company’s capital plan and regulatory developments. FirstEnergy reported fiscal year 2025 earnings per share of $2.55, a figure the filing indicates is aligned with Scotiabank’s estimates and consensus expectations.

Collectively, the insider sale, the company’s sizeable planned transmission investment, the executive appointment in transmission finance, and recent analyst target adjustments form the latest set of public disclosures that investors may weigh when assessing FirstEnergy’s operational and financial trajectory.

Risks

  • Regulatory and capital-plan developments - BofA referenced regulatory discussions and the company’s capital plan, indicating regulatory outcomes and capital allocation remain sources of uncertainty for financial and operational planning.
  • Market price sensitivity - the insider sale occurred with shares trading near a 52-week high, a price environment that can amplify volatility and investor reassessment of valuation.
  • Execution risk on transmission spending - the approximately $950 million investment in grid infrastructure follows PJM approval but will be subject to project execution and related operational considerations.

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