Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPIRE INCSR · Entity 3925 | Director | February 03, 2023 | February 07, 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.
SPIRE INC
Report date February 03, 2023 · Filed February 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 3,400 |
Reported balance
After 2023-02-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-03 · Grant · Acquired 1,590 · Balance 3,400 F1: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors.
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 03, 2023 Filed Feb 7, 2023 00:03 UTC | SPIRE INC SR · Entity 3925 | GrantPhantom Stock · Derivative | 1,590 | $75.59 | $120,188.10 |
DisclosureSEC source: 0001562180-23-001056 · primarydocument.xml · derivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 1,590 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · shares: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · derivative.exercise_date: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · derivative.expiration_date: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,590 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 3, 2023. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 17:01 UTC | SPIRE INC SR · Entity 3925 | GrantPhantom Stock · Derivative | 1,810 | $66.31 | $120,021.10 |
DisclosureSEC source: 0001562180-22-000887 · primarydocument.xml · derivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810 Underlying: Common Stock · 1,810 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,810 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 1, 2022. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · shares: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,810 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 1, 2022. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · derivative.exercise_date: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,810 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 1, 2022. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. F1 · derivative.expiration_date: Represents phantom stock awarded to Mr. Glotzbach pursuant to his election to defer into his deferred income plan account 1,810 shares of time-vested restricted stock awarded to him. The phantom stock vests on August 1, 2022. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in annual installments payable for 5 years commencing 6 months following Mr. Glotzbach's retirement from the Board of Directors. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:42 UTC | SPIRE INC SR · Entity 3925 | GiftCommon Stock | 25,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-007573 · primarydocument.xml · nonDerivative · entry 2 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable family trust Disclosed balance after: 30,140 F3 · shares: This transaction represents the transfer of shares from a revocable family trust of which Mr. Glotzbach and his spouse are trustees to an irrevocable family trust of which Mr. Glotzbach and his spouse are trustees. The beneficiaries of the irrevocable family trust are Mr. Glotzbach's spouse and Mr. Glotzbach's heirs. Mr. Glotzbach and his spouse share voting and dispositive powers over the shares. F4 · balance_after: Includes shares held in an IRA account and the shares acquired through the reinvestment of dividends for these shares. Mr. Glotzbach has sole voting and dispositive power of the shares held in the IRA. The IRA account is not held in the irrevocable family trust. F2 · ownership.nature: Mr. Glotzbach and his spouse are trustees of the irrevocable family trust. The beneficiaries of the irrevocable family trust are Mr. Glotzbach's spouse and Mr. Glotzbach's heirs. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:42 UTC | SPIRE INC SR · Entity 3925 | Gift5.90% Series A Cumulative Redeemable Perpet. Preferred Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-007573 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable family trust Disclosed balance after: 8,000 F1 · shares: This transaction represents the transfer of preferred shares from a revocable family trust of which Mr. Glotzbach and his spouse are trustees to an irrevocable family trust of which Mr. Glotzbach and his spouse are trustees. The beneficiaries of the irrevocable family trust are Mr. Glotzbach's spouse and Mr. Glotzbach's heirs. Mr. Glotzbach and his spouse share voting and dispositive powers over the shares. F1 · ownership.direct: This transaction represents the transfer of preferred shares from a revocable family trust of which Mr. Glotzbach and his spouse are trustees to an irrevocable family trust of which Mr. Glotzbach and his spouse are trustees. The beneficiaries of the irrevocable family trust are Mr. Glotzbach's spouse and Mr. Glotzbach's heirs. Mr. Glotzbach and his spouse share voting and dispositive powers over the shares. F2 · ownership.nature: Mr. Glotzbach and his spouse are trustees of the irrevocable family trust. The beneficiaries of the irrevocable family trust are Mr. Glotzbach's spouse and Mr. Glotzbach's heirs. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 17:24 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,760 | $62.35 | $109,736.00 |
DisclosureSEC source: 0001562180-21-000799 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,010 F1 · shares: Represents award of time-vested restricted stock that vests on August 1, 2021. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:45 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,320 | $85.48 | $112,833.60 |
DisclosureSEC source: 0001562180-20-000830 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,072 F1 · shares: Represents award of time-vested restricted stock that vests on August 3, 2020. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 13:56 UTC | SPIRE INC SR · Entity 3925 | Purchase5.90% Series A Cumulative Redeemable Perpet. Preferred Stock | 8,000 | $26.00 | $208,000.00 |
DisclosureSEC source: 0001562180-19-003411 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · shares: Represents depositary shares, each representing a 1/1,000th interest in a share of Spire Inc. 5.90% Series A Cumulative Redeemable Perpetual Preferred Stock, par value $25.00 per share, with a $25,000 liquidation preference (equivalent to $25 per depositary share) (the "Series A Preferred Stock"), deposited with Computershare Inc. and Computershare Trust Company, N.A., acting jointly, as depositary. Holders of depositary shares are entitled to a proportional fractional interest in all rights and preferences of the Series A Preferred Stock. F1 · balance_after: Represents depositary shares, each representing a 1/1,000th interest in a share of Spire Inc. 5.90% Series A Cumulative Redeemable Perpetual Preferred Stock, par value $25.00 per share, with a $25,000 liquidation preference (equivalent to $25 per depositary share) (the "Series A Preferred Stock"), deposited with Computershare Inc. and Computershare Trust Company, N.A., acting jointly, as depositary. Holders of depositary shares are entitled to a proportional fractional interest in all rights and preferences of the Series A Preferred Stock. Read SEC document |
| February 01, 2019 Filed Feb 1, 2019 23:35 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,470 | $78.69 | $115,674.30 |
DisclosureSEC source: 0001562180-19-000681 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,628 F1 · shares: Represents award of time-vested restricted stock that vests on August 1, 2019. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 16:02 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,400 | $63.20 | $88,480.00 |
DisclosureSEC source: 0001562180-18-000609 · primarydocument.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,027 F1 · shares: Represents award of time-vested restricted stock that vests on August 1, 2018. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| February 01, 2017 Filed Feb 1, 2017 13:48 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003244 · form4.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,505 F1 · shares: Represents award of time-vested restricted stock that vests on August 1, 2017. F2 · balance_after: Includes shares acquired through dividend reinvestment feature of the Company's dividend reinvestment plan. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:25 UTC Amendment | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003460 · form4a.xml · nonDerivative · entry 1 GLOTZBACH EDWARD L · CIK 0001275496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,505 F1 · balance_after: This total contains shares that were inadvertently listed as indirect shares on the previous Form 4. 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.