Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | Senior Vice President | January 24, 2023 | January 26, 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.
UNITIL CORP
Report date January 24, 2023 · Filed January 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, no par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-01-24 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-01-24 · Grant · Acquired 970 · Balance 0 F1: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. |
| Common stock, no par valueSEC Table I · non-derivative | Direct | 26,485.031 |
Reported balance
After 2023-01-24 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-01-24 · Grant · Acquired 970 · Balance 26,485.031 F2: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. |
| Contingent grant of common stockSEC Table II · derivative / convertible security | Direct | 485 |
Reported balance
After 2023-01-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-24 · Grant · Acquired 485 · Balance 485 F3: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting.
F2: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting.
F3: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant.
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 |
|---|---|---|---|---|---|---|
| January 24, 2023 Filed Jan 26, 2023 20:32 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005004 · doc4.xml · derivative · entry 3 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 Underlying: Common stock · 485 shares Expires not disclosed F3 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:32 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005004 · doc4.xml · nonDerivative · entry 2 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,485.031 F2 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:32 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005004 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005003 · doc4.xml · derivative · entry 3 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 Underlying: Common stock · 485 shares Expires not disclosed F3 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F3 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005003 · doc4.xml · nonDerivative · entry 2 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,485.031 F2 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005003 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 19:21 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005019 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,546.031 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 18:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 6,308.527 | $46.16 | $291,201.61 |
DisclosureSEC source: 0001209191-21-022807 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,776.031 Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 18:44 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005613 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,084.558 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 19:38 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005493 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,984.558 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. F2 · balance_after: Includes 167.710 shares of common stock acquired on May 29, 2019, 163.299 shares of common stock acquired on August 29, 2019, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| May 28, 2019 Filed May 29, 2019 19:20 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 936.028 | $56.66 | $53,035.35 |
DisclosureSEC source: 0001209191-19-033163 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust Disclosed balance after: 0 F1 · shares: Disposition of shares was in connection with a rebalance of Mr. Black's Tax Deferred Savings and Investment Plan account. F2 · ownership.nature: Shares were held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan. Read SEC document |
| May 22, 2019 Filed May 23, 2019 19:48 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 2,032.625 | $57.75 | $117,384.09 |
DisclosureSEC source: 0001209191-19-032262 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust Disclosed balance after: 940.82 F1 · shares: Disposition of shares was in connection with a rebalance of Mr. Black's Tax Deferred Savings and Investment Plan account. F2 · ownership.nature: Shares are held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 74 | $57.09 | $4,224.66 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 6 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,980.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 50 | $57.08 | $2,854.00 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 5 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,054.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 158 | $57.07 | $9,017.06 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 4 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,104.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 3 | $57.06 | $171.18 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 3 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,262.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 174 | $57.03 | $9,923.22 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 2 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,265.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| May 17, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | SaleCommon stock, no par value | 41 | $56.99 | $2,336.59 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,439.542 F1 · shares: Shares were sold as part of a rebalance of Mr. Black's individual retirement account. Read SEC document |
| February 28, 2019 Filed May 21, 2019 17:25 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 176.867 | $54.34 | $9,610.95 |
DisclosureSEC source: 0001209191-19-031677 · doc4.xml · nonDerivative · entry 7 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,157.409 F2 · balance_after: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 18:33 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006101 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,480.542 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. F2 · balance_after: Includes 171.141 shares of common stock acquired on August 29, 2018, 172.487 shares of common stock acquired on November 29, 2018, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 13:00 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon Stock, no par value | 8 | $48.00 | $384.00 |
DisclosureSEC source: 0000899243-18-015049 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,286.914 F1 · kind: Shares granted in connection with a length of service award for 20 years of service to the Company. F2 · balance_after: Includes 196.564 shares of common stock acquired on February 28, 2018, and 185.650 shares of common stock acquired on May 29, 2018, in each case from the reinvestment of dividends pursuant to the Unitil Corporation Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 16:32 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005952 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,896.7 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. F2 · balance_after: Includes 168.695 shares of common stock acquired on February 28, 2017, 160.364 shares of common stock acquired on May 30, 2017, 152.413 share of common stock acquired on August 29, 2017, 151.357 shares of common stock acquired on November 29, 2017, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 16:35 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 1,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006278 · doc4.xml · nonDerivative · entry 1 BLACK TODD R · CIK 0001241000 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,263.871 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. F2 · balance_after: Includes 163.270 shares of common stock acquired on February 26, 2016, 165.810 shares of common stock acquired on May 27, 2016, 165.540 shares of common stock acquired on August 26, 2016 and 153.294 shares of common stock acquired on November 28, 2016, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. 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.