Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPIRE INCSR · Entity 3925 | SVP, COO of Distribution Ops | November 18, 2022 | November 22, 2022 |
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 November 18, 2022 · Filed November 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,690 |
Ending reported balance
After 2022-11-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-18 · Grant · Acquired 1,280 · Balance 12,546 F1: Represents award of time-vested restricted stock that vests on November 18, 2025. Row 2 · 2022-11-21 · Tax withholding · Disposed 358 · Balance 12,188 F2: Represents the number of shares withheld for the payment of taxes incident to the vesting of 950 shares of time-vested restricted stock. Row 3 · 2022-11-21 · Grant · Acquired 1,502 · Balance 13,690 F3: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401(k) | 1,453.77 |
Reported balance
Holding disclosure · report date 2022-11-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,453.77 |
| Common StockSEC Table I · non-derivative | IndirectHeld in Revocable Trust | 1,000 |
Reported balance
Holding disclosure · report date 2022-11-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,000 F4: Shares are held in a revocable trust of which Mr. Carter and his spouse are trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of time-vested restricted stock that vests on November 18, 2025.
F2: Represents the number of shares withheld for the payment of taxes incident to the vesting of 950 shares of time-vested restricted stock.
F3: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock.
F4: Shares are held in a revocable trust of which Mr. Carter and his spouse are trustees.
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 |
|---|---|---|---|---|---|---|
| November 21, 2022 Filed Nov 22, 2022 22:43 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,502 | $72.45 | $108,819.90 |
DisclosureSEC source: 0001562180-22-007832 · primarydocument.xml · nonDerivative · entry 3 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,690 F3 · shares: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 22:43 UTC | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 358 | $75.45 | $27,011.10 |
DisclosureSEC source: 0001562180-22-007832 · primarydocument.xml · nonDerivative · entry 2 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,188 F2 · shares: Represents the number of shares withheld for the payment of taxes incident to the vesting of 950 shares of time-vested restricted stock. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 22:43 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,280 | $70.86 | $90,700.80 |
DisclosureSEC source: 0001562180-22-007832 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 F1 · date: Represents award of time-vested restricted stock that vests on November 18, 2025. Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 15:48 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,410 | $61.96 | $87,363.60 |
DisclosureSEC source: 0001562180-21-007322 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,266 F1 · shares: Represents award of time-vested restricted stock that vests on November 29, 2024. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 21:15 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 2,719 | $62.82 | $170,793.99 |
DisclosureSEC source: 0001562180-21-007078 · primarydocument.xml · nonDerivative · entry 2 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,856 F2 · shares: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 21:15 UTC | SPIRE INC SR · Entity 3925 | Disposition to issuerCommon Stock | 316 | $62.82 | $19,849.54 |
DisclosureSEC source: 0001562180-21-007078 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,137 F1 · shares: Represents the number of shares withheld for the payment of taxes incident to the vesting of 1,060 shares of time-vested restricted stock. Read SEC document |
| November 15, 2021 Filed Sep 6, 2022 17:40 UTC Amendment | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 316 | $62.82 | $19,849.54 |
DisclosureSEC source: 0001562180-22-006474 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,137 F1 · kind: The Transaction Code on the previously filed Form 4 was incorrectly listed as Transaction Code D. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:39 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,330 | $64.33 | $85,558.90 |
DisclosureSEC source: 0001562180-20-006859 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,453 F1 · shares: Represents award of time-vested restricted stock that vests on November 23, 2023. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 19:26 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,442 | $63.52 | $91,595.84 |
DisclosureSEC source: 0001562180-20-006760 · primarydocument.xml · nonDerivative · entry 2 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,123 F2 · shares: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 19:26 UTC | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 289 | $63.52 | $18,357.28 |
DisclosureSEC source: 0001562180-20-006760 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,681 F1 · shares: Represents the number of shares withheld for the payment of taxes incident to the vesting of 970 shares of time-vested restricted stock. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 20:15 UTC | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 137 | $78.69 | $10,780.53 |
DisclosureSEC source: 0001562180-20-000178 · primarydocument.xml · nonDerivative · entry 2 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,970 F2 · shares: Represents the number of shares withheld for the payment of taxes incident to the vesting of 390 shares of time-vested restricted stock. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 20:15 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 737 | $78.69 | $57,994.53 |
DisclosureSEC source: 0001562180-20-000178 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,107 F1 · shares: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 20:56 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 950 | $83.02 | $78,869.00 |
DisclosureSEC source: 0001562180-19-005906 · primarydocument.xml · nonDerivative · entry 1 Carter Scott B. · CIK 0001788628 · SVP, COO of Distribution Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,370 F1 · shares: Represents award of time-vested restricted stock that vests on November 21, 2022. 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.