Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AbbVie Inc.ABBV · Entity 2800 | Director | May 08, 2026 | May 12, 2026 |
| BLACK HILLS CORP /SD/BKH · Entity 3847 | Director | December 31, 2024 | February 14, 2025 |
| ENBRIDGE INCENB · Entity 2898 | Director | March 23, 2018 | March 27, 2018 |
| MSA Safety IncMSA · Entity 3692 | Director | August 12, 2024 | August 13, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AbbVie Inc.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 14,846 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,118 · Balance 14,846 F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program). |
Filing footnotes · ownership attribution and instrument terms
F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program).
BLACK HILLS CORP /SD/
Report date December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,266.1898 |
Reported balance
After 2024-12-31 transaction · row 1
1 source rowRow 1 · 2024-12-31 · Other · Acquired 309.7151 · Balance 8,266.1898 F1: Shares acquired through the Company's Dividend Reinvestment Plan. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectBy Trust | 22,246.4371 |
Reported balance
After 2024-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-31 · Grant · Acquired 979.1451 · Balance 22,246.4371 F2: 1 for 1 conversion ratio F3: Derivative security is exercisable upon retirement under terms of the agreement. F4: Derivative security expires upon retirement under terms of the agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through the Company's Dividend Reinvestment Plan.
F2: 1 for 1 conversion ratio
F3: Derivative security is exercisable upon retirement under terms of the agreement.
F4: Derivative security expires upon retirement under terms of the agreement.
ENBRIDGE INC
Report date March 23, 2018 · Filed March 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,807 |
Reported balance
After 2018-03-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-23 · Grant · Acquired 1,036 · Balance 9,807 F1: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2: Includes 140 DSUs acquired by the Reporting Person between January 2, 2018 and March 23, 2018 under the Enbridge Dividend Reinvestment and Share Purchase Plan in transactions that were exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date.
F2: Includes 140 DSUs acquired by the Reporting Person between January 2, 2018 and March 23, 2018 under the Enbridge Dividend Reinvestment and Share Purchase Plan in transactions that were exempt under Rule 16a-11.
MSA Safety Inc
Report date August 12, 2024 · Filed August 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 9,117 |
Reported balance
After 2024-08-12 transaction · row 1
1 source rowRow 1 · 2024-08-12 · Gift · Disposed 112 · Balance 9,117 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 19, 2017 Filed Mar 2, 2018 18:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GiftCommon Stock | 167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-18-000458 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,597.8534 F1 · price: Charitable donation. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 22:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 92.2257 | $58.11 | $5,359.24 |
DisclosureSEC source: 0001593968-17-001304 · primary_01.xml · derivative · entry 4 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,374.8273 Underlying: Common Stock · 92.2257 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 conversion ratio F3 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F4 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 22:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 12.1931 | $58.11 | $708.54 |
DisclosureSEC source: 0001593968-17-001304 · primary_01.xml · nonDerivative · entry 2 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,764.8534 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 22:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 384.5496 | $58.51 | $22,500.00 |
DisclosureSEC source: 0001593968-17-001304 · primary_01.xml · derivative · entry 3 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,282.6016 Underlying: Common Stock · 384.5496 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 conversion ratio F3 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F4 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| September 18, 2017 Filed Dec 4, 2017 22:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GiftCommon Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-17-001304 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,752.6603 F1 · price: Charitable donation. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 19:55 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 68.5412 | $70.31 | $4,819.13 |
DisclosureSEC source: 0001593968-17-001037 · primary_01.xml · derivative · entry 3 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,898.052 Underlying: Common Stock · 68.5412 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 19:55 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 9.382 | $70.31 | $659.65 |
DisclosureSEC source: 0001593968-17-001037 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,902.6603 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 19:55 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 319.6931 | $70.38 | $22,500.00 |
DisclosureSEC source: 0001593968-17-001037 · primary_01.xml · derivative · entry 2 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,829.5108 Underlying: Common Stock · 319.6931 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 19:38 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 66.5983 | $69.78 | $4,647.23 |
DisclosureSEC source: 0001593968-17-000754 · primary_01.xml · derivative · entry 3 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,509.8177 Underlying: Common Stock · 66.5983 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 19:38 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 9.393 | $69.78 | $655.44 |
DisclosureSEC source: 0001593968-17-000754 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,893.2783 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 19:38 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 323.5548 | $69.54 | $22,500.00 |
DisclosureSEC source: 0001593968-17-000754 · primary_01.xml · derivative · entry 2 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,443.2194 Underlying: Common Stock · 323.5548 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| May 22, 2017 Filed May 23, 2017 20:21 UTC | MSA Safety Inc MSA · Entity 3692 | GrantCommon Stock, no par value | 1,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010296 · doc4.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,281 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:16 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 68.5374 | $65.26 | $4,472.75 |
DisclosureSEC source: 0001593968-17-000380 · primary_01.xml · derivative · entry 3 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,119.6646 Underlying: Common Stock · 68.5374 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:16 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 9.975 | $65.26 | $650.97 |
DisclosureSEC source: 0001593968-17-000380 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,883.8853 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:16 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 333.9499 | $64.88 | $21,666.67 |
DisclosureSEC source: 0001593968-17-000380 · primary_01.xml · derivative · entry 2 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,051.1272 Underlying: Common Stock · 333.9499 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:53 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 69.4557 | $58.34 | $4,052.05 |
DisclosureSEC source: 0001593968-16-001257 · primary_01.xml · derivative · entry 3 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,717.1773 Underlying: Common Stock · 69.4557 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:53 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 10.456 | $58.34 | $610.00 |
DisclosureSEC source: 0001593968-16-001257 · primary_01.xml · nonDerivative · entry 1 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,873.9103 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:53 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 340.4255 | $58.75 | $20,000.00 |
DisclosureSEC source: 0001593968-16-001257 · primary_01.xml · derivative · entry 2 Roberts Rebecca B · CIK 0001355580 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,647.7216 Underlying: Common Stock · 340.4255 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.