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 |
|---|---|---|---|---|---|---|
| May 23, 2017 Filed May 24, 2017 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 48,544 | $0.00 Strike: $25.93 | $0.00 |
DisclosureSEC source: 0001127602-17-019297 · 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 · 48,544 shares Expires 2019-01-22 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 23, 2017 Filed May 24, 2017 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 48,544 | $61.01 | $2,961,567.50 |
DisclosureSEC source: 0001127602-17-019297 · 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. F3 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.00 to $61.04, inclusive. The reporting person undertakes to provide Eversource Energy, any security holder of Eversource Energy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| May 23, 2017 Filed May 24, 2017 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionCommon Shares, $5.00 par value | 48,544 | $25.93 | $1,258,745.92 |
DisclosureSEC source: 0001127602-17-019297 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,013 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 |
| March 22, 2017 Filed Mar 24, 2017 21:49 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 39,360 | $0.00 Strike: $24.74 | $0.00 |
DisclosureSEC source: 0001127602-17-012916 · 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 · 39,360 shares Expires 2018-01-24 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 |
| March 22, 2017 Filed Mar 24, 2017 21:49 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 39,360 | $60.00 | $2,361,600.00 |
DisclosureSEC source: 0001127602-17-012916 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,322 F1 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 21:49 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Exercise / conversionCommon Shares, $5.00 par value | 39,360 | $24.74 | $973,766.40 |
DisclosureSEC source: 0001127602-17-012916 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,682 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 |
| February 23, 2017 Filed Feb 28, 2017 00:52 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 4,360 | $56.15 | $244,814.00 |
DisclosureSEC source: 0001127602-17-008788 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,322 F3 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:52 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 8,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008788 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,682 F1 · shares: Performance shares and dividend equivalent shares for the 2014-2016 Long-Term Incentive Program as determined on February 23, 2017. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:28 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,984 | $55.95 | $111,004.80 |
DisclosureSEC source: 0001127602-17-007879 · form4.xml · nonDerivative · entry 3 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,759 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:28 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,342 | $55.95 | $75,084.90 |
DisclosureSEC source: 0001127602-17-007879 · form4.xml · nonDerivative · entry 2 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,743 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:28 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,096 | $55.95 | $61,321.20 |
DisclosureSEC source: 0001127602-17-007879 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,085 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes deferred shares, restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:40 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 11,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004180 · form4.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,181 F1 · shares: Grant of restricted share units (RSUs) which vests in three equal installments on February 2, 2018, 2019, and 2020. 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 08, 2016 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 5,000 | $57.00 | $285,000.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 11 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Linda Schweiger Trust Disclosed balance after: 437 F7 · shares: A Form 4 filed on March 10, 2016 reported the sale by the Reporting Person of 10,000 shares on March 8, 2016. Instead, 5,000 of these shares were sold by the Werner Schweiger Trust and 5,000 shares were sold by the Linda Schweiger Trust. All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| March 08, 2016 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 5,000 | $57.00 | $285,000.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 10 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 6,332 F7 · shares: A Form 4 filed on March 10, 2016 reported the sale by the Reporting Person of 10,000 shares on March 8, 2016. Instead, 5,000 of these shares were sold by the Werner Schweiger Trust and 5,000 shares were sold by the Linda Schweiger Trust. All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| February 24, 2016 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 5,000 | $56.00 | $280,000.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 9 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Linda Schweiger Trust Disclosed balance after: 5,437 F6 · shares: A Form 4 filed on February 25, 2016 reported the sale by the Reporting Person of 896 shares on February 23, 2016 and 9,104 shares on February 24, 2016. Instead, the 896 shares sold on February 23, 2016 and 4,104 of the 9,104 shares sold on February 24, 2016 were sold by the Werner Schweiger Trust. The remaining 5,000 of the 9,104 shares sold on February 24, 2016 were sold by the Linda Schweiger Trust, of which the Reporting Person's spouse is the trustee and a beneficiary (the "Linda Schweiger Trust"). All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| February 24, 2016 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 4,104 | $56.00 | $229,824.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 8 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 11,332 F6 · shares: A Form 4 filed on February 25, 2016 reported the sale by the Reporting Person of 896 shares on February 23, 2016 and 9,104 shares on February 24, 2016. Instead, the 896 shares sold on February 23, 2016 and 4,104 of the 9,104 shares sold on February 24, 2016 were sold by the Werner Schweiger Trust. The remaining 5,000 of the 9,104 shares sold on February 24, 2016 were sold by the Linda Schweiger Trust, of which the Reporting Person's spouse is the trustee and a beneficiary (the "Linda Schweiger Trust"). All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| February 23, 2016 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 896 | $56.00 | $50,176.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 7 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 15,436 F6 · shares: A Form 4 filed on February 25, 2016 reported the sale by the Reporting Person of 896 shares on February 23, 2016 and 9,104 shares on February 24, 2016. Instead, the 896 shares sold on February 23, 2016 and 4,104 of the 9,104 shares sold on February 24, 2016 were sold by the Werner Schweiger Trust. The remaining 5,000 of the 9,104 shares sold on February 24, 2016 were sold by the Linda Schweiger Trust, of which the Reporting Person's spouse is the trustee and a beneficiary (the "Linda Schweiger Trust"). All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| February 19, 2016 Filed Aug 14, 2018 22:27 UTC Amendment | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,086 | $53.51 | $58,111.86 |
DisclosureSEC source: 0001127602-18-025340 · form4a.xml · nonDerivative · entry 1 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,861 F1 · balance_after: On February 23, 2016, the reporting person filed a Form 4 that reported the disposition of 4,777 shares withheld for taxes, which disposition did not occur. This Amendment re-reports a line item that was previously reported on the original Form 4 solely to gain access to the electronic filing system. Read SEC document |
| May 14, 2015 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 5,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 6 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 16,332 F5 · shares: These shares were contributed for no consideration to the Werner Schweiger Trust on May 14, 2015. Read SEC document |
| May 14, 2015 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 5,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 5 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,517 F5 · shares: These shares were contributed for no consideration to the Werner Schweiger Trust on May 14, 2015. Read SEC document |
| January 06, 2015 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 12,500 | $54.00 | $675,000.00 |
DisclosureSEC source: 0001127602-20-004364 · form4.xml · nonDerivative · entry 4 SCHWEIGER WERNER J · CIK 0001214402 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Werner Schweiger Trust Disclosed balance after: 11,325 F4 · shares: A Form 4 filed on January 7, 2015 reported the sale of these shares by the Reporting Person. All of these shares were instead sold by the Werner Schweiger Trust, of which the Reporting Person is the trustee and the beneficiary (the "Werner Schweiger Trust"). All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. Read SEC document |
| January 05, 2015 Filed Feb 7, 2020 21:41 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 12,499 | $53.64 | $670,455.11 |
DisclosureSEC source: 0001127602-20-004364 · form4.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: 23,825 F4 · shares: A Form 4 filed on January 7, 2015 reported the sale of these shares by the Reporting Person. All of these shares were instead sold by the Werner Schweiger Trust, of which the Reporting Person is the trustee and the beneficiary (the "Werner Schweiger Trust"). All other details of these transactions remain unchanged from the original Form 4. This relates to a previously disclosed transaction and does not represent a current sale. 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.