Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Natural Holding CoNWN · Entity 2245 | Director | November 06, 2023 | November 08, 2023 |
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.
Northwest Natural Holding Co
Report date November 06, 2023 · Filed November 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 13,674.426 |
Reported balance
After 2023-11-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-11-06 · Other · Acquired 1,494.737 · Balance 13,674.426 F1: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 28, 2022. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 28, 2022. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date.
F2: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| November 06, 2023 Filed Nov 8, 2023 20:37 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,494.737 | $37.75 | $56,426.32 |
DisclosureSEC source: 0001733998-23-000073 · form4.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 13,674.426 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 28, 2022. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 18:58 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,388.928 | $41.33 | $57,404.39 |
DisclosureSEC source: 0001733998-23-000047 · form4.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 12,050.706 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 28, 2022. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:37 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,231.279 | $47.05 | $57,931.68 |
DisclosureSEC source: 0001733998-23-000018 · form4.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 10,561.221 F1 · kind: The reported transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 28, 2022 which election constitutes a Rule 10b5-1 trading plan. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:34 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,270.05 | $47.75 | $60,644.89 |
DisclosureSEC source: 0001567619-23-004008 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,329.942 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 22:04 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,441.231 | $45.40 | $65,431.89 |
DisclosureSEC source: 0001567619-22-020136 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,914.706 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 17:39 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,437.156 | $52.56 | $75,536.92 |
DisclosureSEC source: 0001567619-22-015251 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,428.132 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:58 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 155.239 | $49.02 | $7,609.82 |
DisclosureSEC source: 0001567619-22-009819 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,945.327 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:44 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 86.019 | $52.01 | $4,473.85 |
DisclosureSEC source: 0001567619-22-006078 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,790.087 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:33 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 21.883 | $45.73 | $1,000.71 |
DisclosureSEC source: 0001567619-21-019685 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,608.47 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 20:22 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 3,826.81 | $45.73 | $175,000.02 |
DisclosureSEC source: 0001567619-21-017658 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,586.587 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:16 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 246.544 | $53.43 | $13,172.85 |
DisclosureSEC source: 0001567619-21-014938 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 755.216 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:18 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 239.329 | $54.67 | $13,084.12 |
DisclosureSEC source: 0001567619-21-009420 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 506.328 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:38 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 266.999 | $48.25 | $12,882.70 |
DisclosureSEC source: 0001567619-21-005514 · doc1.xml · nonDerivative · entry 1 Enand Monica · CIK 0001794296 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 266.999 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. 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.