Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWEST NATURAL GAS CONWN · Entity 164055 | Director | August 01, 2018 | August 09, 2018 |
| Northwest Natural Holding CoNWN · Entity 2245 | Director | November 09, 2022 | November 14, 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.
NORTHWEST NATURAL GAS CO
Report date August 01, 2018 · Filed August 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 253 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 253 F1: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 24, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock pursuant to restricted stock units (RSUs) granted in accordance with the Northwest Natural Gas Company Compensation Policy for Non-employee Directors. These RSUs vest on May 24, 2019.
Northwest Natural Holding Co
Report date November 09, 2022 · Filed November 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 15,170.285 |
Reported balance
After 2022-11-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-11-09 · Other · Acquired 1,198.397 · Balance 15,170.285 F1: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. |
| Common StockSEC Table I · non-derivative | Direct | 253 |
Reported balance
Holding disclosure · report date 2022-11-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 253 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives.
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 09, 2022 Filed Nov 14, 2022 22:17 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,198.397 | $45.40 | $54,407.22 |
DisclosureSEC source: 0001567619-22-020152 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,170.285 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 17:52 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,101.213 | $52.56 | $57,879.76 |
DisclosureSEC source: 0001567619-22-015262 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 13,856.012 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 05, 2022 Filed May 9, 2022 22:10 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,179.565 | $49.02 | $57,822.28 |
DisclosureSEC source: 0001567619-22-009837 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,645.529 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:53 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,142.357 | $52.01 | $59,413.99 |
DisclosureSEC source: 0001567619-22-006089 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,465.964 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:43 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,127.44 | $45.73 | $51,557.83 |
DisclosureSEC source: 0001567619-21-019694 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 10,124.805 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:27 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 905.951 | $53.43 | $48,404.96 |
DisclosureSEC source: 0001567619-21-014946 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,925.454 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:25 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 998.776 | $54.67 | $54,603.08 |
DisclosureSEC source: 0001567619-21-009428 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,958.398 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 20:47 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,004.656 | $48.25 | $48,474.65 |
DisclosureSEC source: 0001567619-21-005520 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,959.622 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 21:18 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,067.206 | $43.75 | $46,690.26 |
DisclosureSEC source: 0001567619-20-019076 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,847.208 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 20:30 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 890.683 | $54.36 | $48,417.53 |
DisclosureSEC source: 0001567619-20-014920 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,745.596 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:45 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 704.95 | $63.36 | $44,665.63 |
DisclosureSEC source: 0001567619-20-009812 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,829.721 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:33 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 688.381 | $65.02 | $44,758.53 |
DisclosureSEC source: 0001567619-20-005748 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,124.771 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 06, 2019 Filed Nov 8, 2019 19:07 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 635.618 | $65.52 | $41,645.69 |
DisclosureSEC source: 0001567619-19-020805 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,408.295 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 07, 2019 Filed Aug 8, 2019 22:36 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 594.467 | $70.10 | $41,672.14 |
DisclosureSEC source: 0001567619-19-016087 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,764.857 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:27 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 574.2085 | $67.35 | $38,672.94 |
DisclosureSEC source: 0001567619-19-010460 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,166.3235 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 20:08 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 592.115 | $65.53 | $38,801.30 |
DisclosureSEC source: 0001567619-19-006274 · doc1.xml · nonDerivative · entry 1 Wilhoite Charles A. · CIK 0001749674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 592.115 F1 · ownership.nature: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. 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.