Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHWEST GAS CORPSWX · Entity 180893 | VP/Controller/CAO | November 22, 2016 | November 23, 2016 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | SVP/Chief Financial Officer | March 04, 2022 | March 07, 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.
SOUTHWEST GAS CORP
Report date November 22, 2016 · Filed November 23, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,245.7651 |
Reported balance
After 2016-06-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2016-06-01 · Grant · Acquired 29.087 · Balance 14,245.7651 |
| Common StockSEC Table I · non-derivative | Direct | 14,268.4931 |
Reported balance
After 2016-06-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2016-06-01 · Grant · Acquired 22.728 · Balance 14,268.4931 |
| Common StockSEC Table I · non-derivative | Direct | 14,278.5211 |
Reported balance
After 2016-06-01 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2016-06-01 · Grant · Acquired 10.028 · Balance 14,278.5211 |
| Common StockSEC Table I · non-derivative | Direct | 12,501.6271 |
Reported balance
After 2016-09-01 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2016-09-01 · Grant · Acquired 23.106 · Balance 12,501.6271 |
| Common StockSEC Table I · non-derivative | Direct | 12,511.8211 |
Reported balance
After 2016-09-01 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2016-09-01 · Grant · Acquired 10.194 · Balance 12,511.8211 |
| Common StockSEC Table I · non-derivative | Direct | 12,516.5371 |
Reported balance
After 2016-09-01 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2016-09-01 · Grant · Acquired 4.716 · Balance 12,516.5371 |
| Common StockSEC Table I · non-derivative | Direct | 11,916.5371 |
Reported balance
After 2016-11-22 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2016-11-22 · Sale · Disposed 600 · Balance 11,916.5371 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 4,432.2181 |
Reported balance
After 2016-06-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2016-06-01 · Grant · Acquired 28.004 · Balance 4,432.2181 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 4,460.639 |
Reported balance
After 2016-09-01 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2016-09-01 · Grant · Acquired 28.4209 · Balance 4,460.639 |
Southwest Gas Holdings, Inc.
Report date March 04, 2022 · Filed March 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,359.1282 |
Ending reported balance
After 2022-03-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-03-01 · Grant · Acquired 44.587 · Balance 21,675.8032 F1: Amounts voluntarily reported were acquired through exempt dividend reinvestment transactions. Row 2 · 2022-03-01 · Grant · Acquired 11 · Balance 21,686.8032 F1: Amounts voluntarily reported were acquired through exempt dividend reinvestment transactions. Row 3 · 2022-03-04 · Tax withholding · Disposed 1,327.675 · Balance 20,359.1282 F2: Shares withheld to cover tax on Performance Share delivery reported on 2/23/2022. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,228.619 |
Reported balance
After 2022-03-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-03-01 · Grant · Acquired 43.181 · Balance 5,228.619 F1: Amounts voluntarily reported were acquired through exempt dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts voluntarily reported were acquired through exempt dividend reinvestment transactions.
F2: Shares withheld to cover tax on Performance Share delivery reported on 2/23/2022.
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 23, 2017 Filed Feb 27, 2017 19:38 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 465.936 | $76.62 | $35,700.02 |
DisclosureSEC source: 0001225208-17-004692 · doc4.xml · nonDerivative · entry 3 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,759.8201 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:38 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 577.595 | $77.26 | $44,624.99 |
DisclosureSEC source: 0001225208-17-004692 · doc4.xml · nonDerivative · entry 2 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,293.8841 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 19:38 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 653.068 | $77.26 | $50,456.03 |
DisclosureSEC source: 0001225208-17-004692 · doc4.xml · nonDerivative · entry 1 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,716.2891 Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 552.003 | $76.62 | $42,294.47 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 5 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,063.2211 Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 337.691 | $78.44 | $26,488.48 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 4 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,615.2241 Read SEC document |
| December 01, 2016 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 26.656 | $73.33 | $1,954.68 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 6 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 4,487.295 Read SEC document |
| December 01, 2016 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 4.468 | $73.72 | $329.39 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 3 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,952.9151 Read SEC document |
| December 01, 2016 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 9.769 | $73.33 | $716.36 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 2 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,948.4471 Read SEC document |
| December 01, 2016 Filed Jan 24, 2017 17:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 22.141 | $73.33 | $1,623.60 |
DisclosureSEC source: 0001225208-17-001520 · doc4.xml · nonDerivative · entry 1 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,938.6781 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | SaleCommon Stock | 600 | $75.19 | $45,113.58 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 7 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,916.5371 Read SEC document |
| September 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 28.4209 | $69.82 | $1,984.35 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 9 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 4,460.639 Read SEC document |
| September 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 4.716 | $69.80 | $329.19 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 6 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,516.5371 Read SEC document |
| September 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 10.194 | $69.82 | $711.75 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 5 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,511.8211 Read SEC document |
| September 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 23.106 | $69.82 | $1,613.26 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 4 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,501.6271 Read SEC document |
| June 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 28.004 | $70.53 | $1,975.12 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 8 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 4,432.2181 Read SEC document |
| June 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 10.028 | $70.53 | $707.27 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 3 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,278.5211 Read SEC document |
| June 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 22.728 | $70.53 | $1,603.01 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 2 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,268.4931 Read SEC document |
| June 01, 2016 Filed Nov 23, 2016 17:27 UTC | SOUTHWEST GAS CORP SWX · Entity 180893 | GrantCommon Stock | 29.087 | $70.53 | $2,051.51 |
DisclosureSEC source: 0001225208-16-042166 · doc4.xml · nonDerivative · entry 1 Peterson Gregory J · CIK 0001498494 · VP/Controller/CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,245.7651 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.