Insider Trading February 18, 2026

PG&E Chief Executive Disposes of $559,375 in Company Shares; Q4 Results Slightly Miss Estimates

Patricia K. Poppe executed a planned sale under a 10b5-1 program as PG&E reports modest quarterly shortfalls and receives a positive outlook from Moody's

By Derek Hwang PCG
PG&E Chief Executive Disposes of $559,375 in Company Shares; Q4 Results Slightly Miss Estimates
PCG

PG&E Corp's CEO Patricia K. Poppe sold 31,250 shares on February 18, 2026, for a total of $559,375 under a pre-arranged Rule 10b5-1(c) trading plan. The transaction leaves Poppe with 216,921 shares directly and 1,863,960 shares indirectly through a revocable trust. The disclosure comes as PG&E reported fourth-quarter 2025 earnings per share of $0.36 and revenue of $6.8 billion, narrowly below analyst expectations, while Moody's affirmed the company's ratings but upgraded their outlooks from stable to positive for approximately $44 billion of debt securities.

Key Points

  • PG&E CEO Patricia K. Poppe sold 31,250 shares on February 18, 2026, for total proceeds of $559,375 at a weighted average price of $17.90; trade prices ranged from $17.79 to $18.07.
  • Following the sale, Poppe directly holds 216,921 shares and indirectly holds 1,863,960 shares through the Patricia K. Poppe Revocable Living Trust; the sale was executed under a Rule 10b5-1(c) plan adopted November 4, 2025.
  • PG&E reported Q4 2025 EPS of $0.36 and revenue of $6.8 billion, both slightly below analyst expectations, while Moody’s affirmed ratings but upgraded outlooks to positive for roughly $44 billion of debt securities.

Overview of the transaction

Patricia K. Poppe, chief executive officer of PG&E Corp (NYSE: PCG), sold 31,250 shares of the company’s common stock on February 18, 2026. The block of shares generated gross proceeds of $559,375 and was executed at a weighted average price of $17.90 per share. Individual trades in the sequence occurred within a price band of $17.79 to $18.07.


Post-sale ownership and trading plan

After completing the sale, Poppe retained direct ownership of 216,921 shares of PG&E common stock. In addition, she maintains indirect holdings totaling 1,863,960 shares through the Patricia K. Poppe Revocable Living Trust. The stock dispositions were made pursuant to a previously adopted trading arrangement that complies with Rule 10b5-1(c); that plan was put in place on November 4, 2025.


Quarterly results and market reception

PG&E Corporation released fourth-quarter 2025 financial results that slightly underperformed consensus estimates. The company reported earnings per share of $0.36, missing the expected $0.37, and disclosed revenue of $6.8 billion versus the $7.1 billion many analysts had anticipated. Despite these shortfalls, commentary in market responses noted that the company’s strategic initiatives and its forward-looking guidance were received positively by investors.


Credit ratings update

Concurrently, Moody’s Ratings affirmed PG&E Corporation’s Baa3 Issuer rating and maintained Pacific Gas & Electric Company’s Ba2 senior secured rating along with the Ba3 rating on junior subordinated notes. Moody’s also revised its outlooks for the companies from stable to positive, a change that applies to about $44 billion of debt securities across the entities.


Context and limitations

The disclosures provide a snapshot of insider liquidity activity, recent quarterly performance relative to expectations, and the latest credit agency assessment. The information reported here is limited to the specific sale, current ownership positions tied to Poppe, the November 4, 2025 adoption date for the Rule 10b5-1(c) plan, the company’s headline quarterly figures, and Moody’s stated rating actions. No additional financial projections or forward-looking statements beyond those summarized were included in the disclosures referenced.

Risks

  • Quarterly results for Q4 2025 fell short of consensus on both EPS and revenue, which could influence investor sentiment in the utilities and energy sectors.
  • Although Moody’s upgraded outlooks to positive, the ratings themselves were affirmed at Baa3 for the issuer and at Ba2/Ba3 for secured and subordinated notes, indicating credit positions that market participants may continue to scrutinize in the debt markets.
  • Future performance is tied to the company’s strategic initiatives and guidance cited as being well-received by investors; the ultimate effectiveness of those initiatives is not detailed in the disclosures provided.

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