Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERSOURCE ENERGYES · Entity 3173 | Executive VP and COO | February 22, 2023 | February 24, 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.
EVERSOURCE ENERGY
Report date February 22, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 215,785 |
Reported balance
After 2023-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-22 · Tax withholding · Disposed 5,028 · Balance 215,785 F1: Disposition of common shares to satisfy tax withholding obligations. F2: Includes deferred shares, restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectBy Werner Schweiger Trust | 1,346 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,346 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectBy Linda Schweiger Trust | 437 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 437 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectCustodial Account for Grandchild #1 | 1,352 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,352 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectCustodial Account for Grandchild #2 | 500 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 500 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Indirect401k Plan (Trustee) | 704 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 704 F3: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of common shares to satisfy tax withholding obligations.
F2: Includes deferred shares, restricted share units and dividend equivalents thereon.
F3: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper.
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 |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 24, 2023 20:37 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 5,028 | $80.27 | $403,597.56 |
DisclosureSEC source: 0001127602-23-007011 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,785 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 20:58 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 3,135 | $78.89 | $247,320.15 |
DisclosureSEC source: 0001127602-23-005803 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,813 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:58 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 6,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003374 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,948 F3 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 1, 2024, 2025 and 2026. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:58 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 10,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003374 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,861 F1 · shares: Performance shares and dividend equivalent shares for the 2020-2022 Long-Term Incentive Program as determined on February 1, 2023. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| June 01, 2022 Filed Jun 28, 2022 18:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018193 · form4.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for Grandchild #2 Disclosed balance after: 500 Read SEC document |
| June 01, 2022 Filed Jun 28, 2022 18:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018193 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for Grandchild #1 Disclosed balance after: 1,324 Read SEC document |
| June 01, 2022 Filed Jun 28, 2022 18:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018193 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 1,346 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:51 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 7,919 | $79.70 | $631,144.30 |
DisclosureSEC source: 0001127602-22-007063 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,063 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:15 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 3,930 | $82.21 | $323,085.30 |
DisclosureSEC source: 0001127602-22-005435 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,342 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 23:30 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 18,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003443 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,272 F3 · shares: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 23:30 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 5,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003443 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,793 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 2, 2023, 2024 and 2025. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 28, 2022 21:51 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 17,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007063 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,912 F3 · security: This line re-reports a line from a Form 4 filed by the reporting person on February 4, 2022 to reflect the number of dividend equivalents received in connection with the performance share award determined on February 2, 2022 because the original report inadvertently misreported the dividends. F4 · shares: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| November 19, 2021 Filed Feb 4, 2022 23:20 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003434 · form5.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for Grandchild #2 Disclosed balance after: 175 Read SEC document |
| November 16, 2021 Filed Feb 4, 2022 23:20 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003434 · form5.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for Grandchild #1 Disclosed balance after: 992 F1 · balance_after: Includes 378 common shares, consisting of 350 common shares transferred by gift from the Reporting Person, plus dividends thereon, the acquisition of which shares by the Custodial Account was inadvertently omitted from the Form 5 that reported the gift filed on February 10, 2021. Read SEC document |
| November 16, 2021 Filed Feb 4, 2022 23:20 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003434 · form5.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 2,321 Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:26 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 32,119 | $89.60 | $2,877,862.40 |
DisclosureSEC source: 0001127602-21-023684 · form4.xml · derivative · entry 6 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, $5.00 par value · 32,119 shares Expires not disclosed F2 · derivative.exercise_price: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. F4 · derivative.exercise_price: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F2 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. F4 · shares: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F2 · derivative.exercise_date: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. F4 · derivative.exercise_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F2 · derivative.expiration_date: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. F4 · derivative.expiration_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F2 · derivative.underlying_shares: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. F4 · derivative.underlying_shares: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:26 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherCommon Shares, $5.00 par value | 482 | $89.60 | $43,187.20 |
DisclosureSEC source: 0001127602-21-023684 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan (Trustee) Disclosed balance after: 379 F1 · balance_after: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. Shares may be transferred by the reporting person into an alternative investment at any time. F2 · balance_after: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 11, 2021. Read SEC document |
| February 25, 2021 Filed Feb 27, 2021 00:11 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 8,540 | $81.46 | $695,668.40 |
DisclosureSEC source: 0001127602-21-008163 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,015 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 00:18 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 3,362 | $85.17 | $286,341.54 |
DisclosureSEC source: 0001127602-21-006394 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,555 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:01 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 18,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004935 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,917 F3 · shares: Performance shares and dividend equivalent shares for the 2018-2020 Long-Term Incentive Program as determined on February 8, 2021. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:01 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004935 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,454 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 8, 2022, 2023 and 2024. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| August 21, 2020 Filed Feb 10, 2021 20:59 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004934 · form5.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 3,196 Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 20:45 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 30,585 | $98.54 | $3,013,845.90 |
DisclosureSEC source: 0001127602-20-009600 · form4.xml · derivative · entry 6 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,585 Underlying: Common Shares, $5.00 par value · 30,585 shares Expires not disclosed F3 · derivative.exercise_price: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.exercise_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.expiration_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.underlying_shares: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · balance_after: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:22 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 8,895 | $95.65 | $850,806.75 |
DisclosureSEC source: 0001127602-20-007349 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,938 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:53 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Disposition to issuerCommon Shares, $5.00 par value | 5,353 | $93.66 | $501,361.98 |
DisclosureSEC source: 0001127602-20-006539 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,833 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 19,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,186 F3 · shares: Performance shares and dividend equivalent shares for the 2017-2019 Long-Term Incentive Program as determined on February 5, 2020. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 9,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,954 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 5, 2021, 2022 and 2023. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| March 05, 2019 Filed Feb 7, 2020 21:43 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004365 · form5.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 4,596 Read SEC document |
| March 01, 2019 Filed Feb 7, 2020 21:43 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004365 · form5.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for Grandchild Disclosed balance after: 433 Read SEC document |
| March 01, 2019 Filed Feb 7, 2020 21:43 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 1,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004365 · form5.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 4,596 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 23:23 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 5,646 | $70.27 | $396,744.42 |
DisclosureSEC source: 0001127602-19-007811 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,903 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:06 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,729 | $70.10 | $121,202.90 |
DisclosureSEC source: 0001127602-19-007259 · form4.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,549 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:06 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,924 | $70.10 | $134,872.40 |
DisclosureSEC source: 0001127602-19-007259 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,278 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:06 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,582 | $70.10 | $110,898.20 |
DisclosureSEC source: 0001127602-19-007259 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,202 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:54 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 12,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004865 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,784 F3 · shares: Performance shares and dividend equivalent shares for the 2016-2018 Long-Term Incentive Program as determined on February 6, 2019. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:54 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 10,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004865 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,577 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 6, 2020, 2021 and 2022. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 22:29 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 31,552 | $61.35 | $1,935,715.20 |
DisclosureSEC source: 0001127602-18-025341 · form4.xml · derivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,598 Underlying: Common Shares, $5.00 par value · 31,552 shares Expires not disclosed F3 · derivative.exercise_price: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from line item reporting under SEC Rule 16a-11. F5 · price: The value of phantom shares was based on the Eversource Energy common shares closing price on the Transaction Date. F4 · derivative.exercise_date: Each phantom share was the common equivalent of one Eversource Energy common share. Phantom shares can be transferred into alternative investment funds at any time. F4 · derivative.expiration_date: Each phantom share was the common equivalent of one Eversource Energy common share. Phantom shares can be transferred into alternative investment funds at any time. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:21 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 5,236 | $58.17 | $304,578.12 |
DisclosureSEC source: 0001127602-18-008089 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,434 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:21 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 5,483 | $58.17 | $318,946.11 |
DisclosureSEC source: 0001127602-18-008089 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,670 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,862 | $57.58 | $107,213.96 |
DisclosureSEC source: 0001127602-18-007350 · form4.xml · nonDerivative · entry 4 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,153 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,938 | $57.58 | $111,590.04 |
DisclosureSEC source: 0001127602-18-007350 · form4.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,015 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,647 | $57.58 | $94,834.26 |
DisclosureSEC source: 0001127602-18-007350 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,953 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 4,809 | $57.58 | $276,902.22 |
DisclosureSEC source: 0001127602-18-007350 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,600 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 11,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005026 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,409 F3 · shares: Performance shares and dividend equivalent shares for the 2015-2017 Long-Term Incentive Program as determined on February 7, 2018. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:27 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 10,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005026 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,090 F1 · shares: Grant of restricted share units (RSUs) which vests in three equal installments on February 7, 2019, 2020, and 2021, subject to shareholder approval. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 21:52 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 10,098 | $64.68 | $653,138.64 |
DisclosureSEC source: 0001127602-17-031934 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan (Trustee) Disclosed balance after: 0 F1 · shares: Includes the sale of 0.567 fractional share. F2 · balance_after: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 20:10 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 21,817 | $62.17 | $1,356,362.89 |
DisclosureSEC source: 0001127602-17-026090 · form4.xml · derivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,270 Underlying: Common Shares, $5.00 par value · 21,817 shares Expires not disclosed F3 · derivative.exercise_price: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from line item reporting under SEC Rule 16a-11. F3 · deemedExecutionDate: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from line item reporting under SEC Rule 16a-11. F4 · derivative.exercise_date: Each phantom share was the economic equivalent of one Eversource energy common share. Phantom shares could be transferred into alternative investment funds at any time. F4 · derivative.expiration_date: Each phantom share was the economic equivalent of one Eversource energy common share. Phantom shares could be transferred into alternative investment funds at any time. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:15 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,736 | $0.00 Strike: $26.90 | $0.00 |
DisclosureSEC source: 0001127602-17-019993 · form4.xml · derivative · entry 4 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, $5.00 par value · 36,736 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:15 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 36,736 | $62.00 | $2,277,632.00 |
DisclosureSEC source: 0001127602-17-019993 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,469 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 1, 2017. F1 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:15 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionCommon Shares, $5.00 par value | 36,736 | $26.90 | $988,198.40 |
DisclosureSEC source: 0001127602-17-019993 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,205 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. 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.