Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Strategy Advisor | January 03, 2023 | January 19, 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.
AVISTA CORP
Report date January 03, 2023 · Filed January 19, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,037 |
Reported balance
After 2023-01-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-01-03 · Tax withholding · Disposed 584 · Balance 16,037 F1: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. F2: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023.
F2: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount.
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 10, 2023 Filed Jan 12, 2023 22:49 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000028 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Strategy Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,503 shares Expires not disclosed 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 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:49 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 498 | $42.26 | $21,045.48 |
DisclosureSEC source: 0000104918-23-000028 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Strategy Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,231 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/10/23. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:49 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000028 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Strategy Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,729 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 · price: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:34 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 583 | $44.79 | $26,112.57 |
DisclosureSEC source: 0000104918-23-000012 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Strategy Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. Read SEC document |
| January 03, 2023 Filed Jan 19, 2023 17:14 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 584 | $44.79 | $26,157.36 |
DisclosureSEC source: 0000104918-23-000039 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Strategy Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,037 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. F2 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:23 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000044 · primary_doc.xml · derivative · entry 5 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,252 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:23 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 3,474 | $44.26 | $153,759.24 |
DisclosureSEC source: 0000104918-22-000044 · primary_doc.xml · derivative · entry 4 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 Underlying: Common Stock · 3,474 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F5 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:23 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 206 | $44.26 | $9,117.56 |
DisclosureSEC source: 0000104918-22-000044 · primary_doc.xml · nonDerivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,621 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/3/22. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:23 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000044 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,827 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. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:23 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,418 | $44.26 | $151,280.68 |
DisclosureSEC source: 0000104918-22-000044 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,963 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 20:44 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000021 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 shares Expires not disclosed 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 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 20:44 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 570 | $42.62 | $24,293.40 |
DisclosureSEC source: 0000104918-22-000021 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,548 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 20:44 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000021 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,118 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 · price: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 05, 2022 Filed Jan 14, 2022 17:43 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000034 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 shares Expires not disclosed 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 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 05, 2022 Filed Jan 14, 2022 17:43 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 573 | $42.62 | $24,421.26 |
DisclosureSEC source: 0000104918-22-000034 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,545 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. F3 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| January 05, 2022 Filed Jan 14, 2022 17:43 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000034 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,118 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 · price: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:43 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 365 | $42.28 | $15,432.20 |
DisclosureSEC source: 0000104918-22-000009 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,214 F1 · shares: Shares sold to pay income tax on final 1/3 of 2019, second 1/3 of 2020 and first 1/3 of 2021 restricted shares that vested on January 3, 2022. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:42 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000021 · primary_doc.xml · derivative · entry 5 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,024 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:42 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 4,108 | $37.43 | $153,762.44 |
DisclosureSEC source: 0000104918-21-000021 · primary_doc.xml · derivative · entry 4 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,108 Underlying: Common Stock · 4,108 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F5 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:42 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 543 | $37.43 | $20,324.49 |
DisclosureSEC source: 0000104918-21-000021 · primary_doc.xml · nonDerivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,579 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/4/21. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:42 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000021 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,122 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. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:42 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,369 | $37.43 | $51,241.67 |
DisclosureSEC source: 0000104918-21-000021 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,832 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 18:16 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 327 | $39.47 | $12,906.69 |
DisclosureSEC source: 0000104918-21-000009 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,920 F1 · shares: Shares sold to pay income tax on final 1/3 of 2018, second 1/3 of 2019 and first 1/3 of 2020 restricted shares that vested on January 4, 2021. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 19:32 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000048 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,388 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 19:32 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 676 | $49.49 | $33,455.24 |
DisclosureSEC source: 0000104918-20-000048 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,247 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 19:32 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000048 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,923 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 18:06 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 3,006 | $51.15 | $153,756.90 |
DisclosureSEC source: 0000104918-20-000029 · primary_doc.xml · derivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Underlying: Common Stock · 3,006 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 18:06 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,002 | $51.15 | $51,252.30 |
DisclosureSEC source: 0000104918-20-000029 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,147 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 16:41 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 366 | $47.47 | $17,374.02 |
DisclosureSEC source: 0000104918-20-000011 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,290 F1 · shares: Shares sold to pay income tax on final 1/3 of 2017, second 1/3 of 2018 and first 1/3 of 2019 restricted shares that vested on January 2, 2020. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 23:20 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2019 · Derivative | 3,757 | $40.97 | $153,924.29 |
DisclosureSEC source: 0000104918-19-000050 · primary_doc.xml · derivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757 Underlying: Common Stock · 3,757 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 23:20 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000050 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,511 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 18:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000031 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,388 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 18:37 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 231 | $41.42 | $9,568.02 |
DisclosureSEC source: 0000104918-19-000031 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,259 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 18:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000031 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,490 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:44 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016, 2017 and 2018 Restricted Stock Award | 377 | $42.80 | $16,135.60 |
DisclosureSEC source: 0000104918-19-000010 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,712 F1 · shares: Shares sold to pay income tax on final 1/3 of 2016, second 1/3 of 2017 and first 1/3 of 2018 restricted shares that vested on January 2, 2019. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 16:48 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 2,678 | $52.63 | $140,943.14 |
DisclosureSEC source: 0000104918-18-000088 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,089 F1 · shares: Gift of AVA shares to National Christian Foundation. F2 · price: Closing price of AVA stock on June 12, 2018. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:59 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 3,074 | $50.08 | $153,945.92 |
DisclosureSEC source: 0000104918-18-000036 · primary_doc.xml · derivative · entry 5 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074 Underlying: Common Stock · 3,074 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F5 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:59 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000036 · primary_doc.xml · derivative · entry 4 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,388 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:59 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock-Restricted Shares | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000036 · primary_doc.xml · nonDerivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,767 F3 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:59 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 261 | $50.08 | $13,070.88 |
DisclosureSEC source: 0000104918-18-000036 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,743 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:59 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000036 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,004 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares · Derivative | 2,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000023 · primary_doc.xml · derivative · entry 3 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,770 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 1,156 | $51.62 | $59,672.72 |
DisclosureSEC source: 0000104918-18-000023 · primary_doc.xml · nonDerivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,935 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/11/18. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 4,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000023 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,091 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:16 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015 2016 and 2017 Restricted Stock Awards | 418 | $51.50 | $21,527.00 |
DisclosureSEC source: 0000104918-18-000008 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,019 F1 · shares: Shares sold to pay income tax on final 1/3 of 2015, second 1/3 of 2016 and first 1/3 of 2017 restricted shares that vested on January 2, 2018. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:10 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2017 · Derivative | 4,158 | $38.42 | $159,750.36 |
DisclosureSEC source: 0000104918-17-000035 · primary_doc.xml · derivative · entry 2 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,158 Underlying: Common Stock · 4,158 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:10 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000035 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,437 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:10 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock 2014 2015 and 2016 Restricted Stock Awards | 266 | $39.71 | $10,562.86 |
DisclosureSEC source: 0000104918-17-000009 · primary_doc.xml · nonDerivative · entry 1 Schlect Edward David · CIK 0001651430 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,049 F1 · shares: Shares sold to pay income tax on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on January 3, 2017. 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.