Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY LTD/CNCP · Entity 2955 | Director | June 30, 2017 | July 05, 2017 |
| ENCANA CORPECA · Entity 153444 | Director | January 01, 2017 | January 03, 2017 |
| NORTHWEST NATURAL GAS CONWN · Entity 164055 | Director | May 24, 2018 | May 29, 2018 |
| Northwest Natural Holding CoNWN · Entity 2245 | Director | August 09, 2023 | August 11, 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.
CANADIAN PACIFIC KANSAS CITY LTD/CN
Report date June 30, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Rights (Deferred Share Units)SEC Table II · derivative / convertible security | Direct | 667 |
Reported balance
After 2017-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-06-30 · Grant · Acquired 303 · Balance 667 F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment.
F2: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs.
ENCANA CORP
Report date January 01, 2017 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Rights (Deferred Share Units)SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-01-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one common share of Encana Corporation. DSUs are held until a director ceases to be a member of the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one common share of Encana Corporation. DSUs are held until a director ceases to be a member of the Board.
NORTHWEST NATURAL GAS CO
Report date May 24, 2018 · Filed May 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 20,452.379 |
Reported balance
After 2018-05-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-05-24 · Grant · Acquired 339 · Balance 20,452.379 F1: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 24, 2019. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. |
| Common StockSEC Table I · non-derivative | Direct | 523 |
Reported balance
Holding disclosure · report date 2018-05-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 523 |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 24, 2019. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives.
F2: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives.
Northwest Natural Holding Co
Report date August 09, 2023 · Filed August 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-09 transaction · row 1
1 source rowRow 1 · 2023-08-09 · Sale · Disposed 523 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 24,305.75 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,305.75 F1: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.
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 |
|---|---|---|---|---|---|---|
| August 09, 2023 Filed Aug 11, 2023 16:22 UTC | Northwest Natural Holding Co NWN · Entity 2245 | SaleCommon Stock | 523 | $40.70 | $21,286.10 |
DisclosureSEC source: 0001733998-23-000059 · form4.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:08 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-026043 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 20,452.379 F1 · shares: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 24, 2019. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 01:40 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | SaleCommon Stock | 1,000 | $53.38 | $53,375.00 |
DisclosureSEC source: 0001140361-18-010973 · doc1.xml · nonDerivative · entry 2 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523 F3 · price: This transaction was executed in multiple trades on reported date with prices ranging from $53.305 - $53.405, resulting in an average price of $53.375. Northwest Natural Gas Company ("Issuer") will provide upon request by the Commission staff or a security holder of the Issuer full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 01:40 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 28.122 | $53.70 | $1,510.15 |
DisclosureSEC source: 0001140361-18-010973 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,958.273 F1 · balance_after: Includes 328 restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 23, 2018. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives pursuant to an election made on August 21, 2007. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 23:15 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 126.322 | $66.05 | $8,343.57 |
DisclosureSEC source: 0001140361-17-041634 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,630.533 F1 · balance_after: Includes 328 restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 23, 2018. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 22:31 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 135.239 | $64.45 | $8,716.15 |
DisclosureSEC source: 0001140361-17-030404 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,366.995 F1 · balance_after: Includes 328 restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 23, 2018. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:46 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 303 | $157.73 | $47,792.19 |
DisclosureSEC source: 0001628280-17-006909 · wf-form4_149929837843529.xml · derivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 Underlying: Common Stock · 303 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:31 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | GrantCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-022888 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 19,231.756 F1 · shares: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 23, 2018. Director previously elected that shares received on vesting of RSUs will be deferred under the issuer's Deferred Compensation Plan for Directors and Executives. F2 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 09, 2017 Filed May 11, 2017 17:12 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 122.552 | $58.90 | $7,218.31 |
DisclosureSEC source: 0001140361-17-019591 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,757.174 F1 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 24, 2017 Filed Apr 26, 2017 16:25 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 1 | $149.05 | $149.05 |
DisclosureSEC source: 0001628280-17-004322 · wf-form4_149323829774691.xml · derivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 1 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent dividend equivalents credited to the reporting person's account, following Canadian Pacific Railway Limited's dividend payment on April 24, 2017. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 12:49 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 301 | $146.31 | $44,039.31 |
DisclosureSEC source: 0001628280-17-003322 · wf-form4_149132452765131.xml · derivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 Underlying: Common Stock · 301 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 00:59 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 183.197 | $60.10 | $11,010.14 |
DisclosureSEC source: 0001140361-17-010099 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,634.623 F1 · ownership.nature: Shares have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 16:42 UTC | CANADIAN PACIFIC KANSAS CITY LTD/CN CP · Entity 2955 | GrantRights (Deferred Share Units) · Derivative | 62 | $143.74 | $8,911.88 |
DisclosureSEC source: 0001628280-17-000065 · wf-form4_148356615097629.xml · derivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 62 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F2 · kind: These DSUs represent payment of the quarterly instalment of the reporting person's annual retainer, which is currently paid 100% in DSUs. F1 · derivative.exercise_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. F1 · derivative.expiration_date: Each Deferred Share Unit (each, a "DSU") is the economic equivalent of one share of common stock of Canadian Pacific Railway Limited. DSUs are held until termination of employment. Read SEC document |
| November 03, 2016 Filed Nov 8, 2016 00:06 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | OtherCommon Stock | 308.782 | $56.45 | $17,430.74 |
DisclosureSEC source: 0001140361-16-085264 · doc1.xml · nonDerivative · entry 1 Peverett Jane L · CIK 0001407314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 18,155.732 F1 · ownership.nature: Shares have been credited to reporting person's account under the 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.