Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MDU RESOURCES GROUP INCMDU · Entity 4030 | CEO-Knife River | February 16, 2023 | February 21, 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.
MDU RESOURCES GROUP INC
Report date February 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,769 |
Ending reported balance
After 2023-02-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-16 · Grant · Acquired 30,792 · Balance 123,119 F1: Represents restricted stock units that vest on December 31, 2025, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Row 2 · 2023-02-16 · Grant · Acquired 18,371 · Balance 141,490 Row 3 · 2023-02-16 · Tax withholding · Disposed 8,721 · Balance 132,769 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 687 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 687 |
| Common Stock - 401(k)SEC Table I · non-derivative | IndirectBy Trustee | 9,586.58 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 9,586.58 F2: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest on December 31, 2025, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock.
F2: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund.
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 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 8,721 | $31.16 | $271,746.36 |
DisclosureSEC source: 0001225208-23-002403 · doc4.xml · nonDerivative · entry 3 Barney David C · CIK 0001577222 · CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,769 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 18,371 | $31.16 | $572,440.36 |
DisclosureSEC source: 0001225208-23-002403 · doc4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,490 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 30,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002403 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,119 F1 · shares: Represents restricted stock units that vest on December 31, 2025, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:16 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 15,705 | $27.73 | $435,499.65 |
DisclosureSEC source: 0001225208-22-002959 · doc4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,244 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:16 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 32,656 | $27.73 | $905,550.88 |
DisclosureSEC source: 0001225208-22-002959 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,949 Read SEC document |
| February 17, 2022 Filed Feb 28, 2022 22:27 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 7,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003571 · doc4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,327 F2 · shares: Represents restricted stock units that vest on December 31, 2024, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 15,012 | $27.35 | $410,578.20 |
DisclosureSEC source: 0001225208-21-002537 · doc4.xml · nonDerivative · entry 4 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,293 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 4,853 | $27.35 | $132,729.55 |
DisclosureSEC source: 0001225208-21-002537 · doc4.xml · nonDerivative · entry 3 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,305 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 11,419 | $27.35 | $312,309.65 |
DisclosureSEC source: 0001225208-21-002537 · doc4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,158 F2 · security: Restricted Stock Unit Award granted under Long-Term Performance-Based Incentive Plan. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 31,176 | $27.35 | $852,663.60 |
DisclosureSEC source: 0001225208-21-002537 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,739 F1 · security: Performance Share Award granted under the Long-Term Performance-Based Incentive Plan. Read SEC document |
| February 11, 2021 Filed Feb 28, 2022 22:27 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 7,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003571 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,304 F1 · shares: Represents restricted stock units that vest on December 31, 2023, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 14, 2020 Filed May 14, 2020 21:02 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 1,500 | $19.95 | $29,925.00 |
DisclosureSEC source: 0001225208-20-007669 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,563 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:32 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 1,219 | $31.63 | $38,556.97 |
DisclosureSEC source: 0001225208-20-002555 · doc4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,063 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:32 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 3,067 | $31.63 | $97,009.21 |
DisclosureSEC source: 0001225208-20-002555 · doc4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO-Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,282 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 7,080 | $26.25 | $185,850.00 |
DisclosureSEC source: 0001127602-19-006707 · form4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,215 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 26,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006707 · form4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,295 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:14 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 4,558 | $27.48 | $125,253.84 |
DisclosureSEC source: 0001127602-18-007178 · form4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,807 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:14 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 16,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007178 · form4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,365 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 20:33 UTC Amendment | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 1,628 | $26.37 | $42,930.36 |
DisclosureSEC source: 0001127602-17-007339 · form4a.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,453 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 20:33 UTC Amendment | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 5,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007339 · form4a.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,081 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 1,628 | $26.37 | $42,930.36 |
DisclosureSEC source: 0001127602-17-007280 · form4.xml · nonDerivative · entry 2 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,453 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 5,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007280 · form4.xml · nonDerivative · entry 1 Barney David C · CIK 0001577222 · President & CEO - Knife River 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,081 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.