Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERSOURCE ENERGYES · Entity 3173 | EVP & Chief Financial Officer | February 24, 2022 | February 28, 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.
EVERSOURCE ENERGY
Report date February 24, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 76,795 |
Reported balance
After 2022-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-24 · Tax withholding · Disposed 7,610 · Balance 76,795 F1: Disposition of common shares to satisfy tax withholding obligations. F2: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 88,067 |
Reported balance
After 2022-02-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-02-02 · Grant · Acquired 17,120 · Balance 88,067 F3: This line re-reports a line from a Form 4 filed by the reporting person on February 4, 2022 to reflect the number of dividend equivalents received in connection with the performance share award determined on February 2, 2022 because the original report inadvertently misreported the dividends. F4: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022. F2: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectLembo Charitable Trust | 125 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 125 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectCustodial Account for grandchild | 573 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 573 |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Indirect401K Plan (Trustee) | 408 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 408 F5: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of common shares to satisfy tax withholding obligations.
F2: Includes restricted share units and dividend equivalents thereon.
F3: This line re-reports a line from a Form 4 filed by the reporting person on February 4, 2022 to reflect the number of dividend equivalents received in connection with the performance share award determined on February 2, 2022 because the original report inadvertently misreported the dividends.
F4: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022.
F5: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper.
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 24, 2022 Filed Feb 28, 2022 21:47 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 7,610 | $79.70 | $606,517.00 |
DisclosureSEC source: 0001127602-22-007057 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,795 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:13 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 3,662 | $82.21 | $301,053.02 |
DisclosureSEC source: 0001127602-22-005433 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,765 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 23:28 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 18,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003441 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,427 F3 · shares: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 23:28 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 4,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003441 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,948 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 2, 2023, 2024 and 2025. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2022 Filed Feb 28, 2022 21:47 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 17,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007057 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,067 F3 · security: This line re-reports a line from a Form 4 filed by the reporting person on February 4, 2022 to reflect the number of dividend equivalents received in connection with the performance share award determined on February 2, 2022 because the original report inadvertently misreported the dividends. F4 · shares: Performance shares and dividend equivalent shares for the 2019-2021 Long-Term Incentive Program as determined on February 2, 2022. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 25, 2021 Filed Feb 27, 2021 00:08 UTC Amendment | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 8,084 | $81.46 | $658,522.64 |
DisclosureSEC source: 0001127602-21-008161 · form4a.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,834 F1 · date: This amendment on Form 4/A is being filed to correct the date of earliest transaction and securities disposed reported on the original Form 4. F2 · shares: Disposition of common shares to satisfy tax withholding obligations. F3 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 16:30 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 7,874 | $81.46 | $641,416.04 |
DisclosureSEC source: 0001127602-21-007533 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,044 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 00:14 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 3,096 | $85.17 | $263,686.32 |
DisclosureSEC source: 0001127602-21-006387 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,918 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 20:54 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 18,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004932 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,014 F3 · shares: Performance shares and dividend equivalent shares for the 2018-2020 Long-Term Incentive Program as determined on February 8, 2021. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 20:54 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 4,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004932 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,828 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 8, 2022, 2023 and 2024. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:18 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 8,415 | $95.65 | $804,894.75 |
DisclosureSEC source: 0001127602-20-007344 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,813 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:48 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Disposition to issuerCommon Shares, $5.00 par value | 5,068 | $93.66 | $474,668.88 |
DisclosureSEC source: 0001127602-20-006536 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,228 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:13 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 18,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004293 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,296 F3 · shares: Performance shares and dividend equivalent shares for the 2017-2019 Long-Term Incentive Program as determined on February 5, 2020. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:13 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 8,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004293 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,365 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 5, 2021, 2022 and 2023. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 4,080 | $79.94 | $326,155.20 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · derivative · entry 10 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, $5.00 par value · 4,080 shares Expires not disclosed F8 · derivative.exercise_price: Reporting person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F8 · derivative.exercise_date: Reporting person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F8 · derivative.expiration_date: Reporting person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F8 · derivative.underlying_shares: Reporting person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherCommon Shares, $5.00 par value | 3,094 | $79.94 | $247,334.36 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 9 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Plan (Trustee) Disclosed balance after: 0 F7 · balance_after: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 8 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for grandchild Disclosed balance after: 535 F5 · shares: Bona fide gift to custodial account for which the reporting person is the custodian. The reporting person disclaims beneficial ownership of these securities. F6 · balance_after: These shares are held in an account for the reporting person's minor grandchild and the reporting person is the custodian of the account. The reporting person disclaims ownership of the shares held in the custodial account, and this report is not an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 7 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,452 F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 6 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Lembo Charitable Trust Disclosed balance after: 125 F3 · shares: Bona fide gift to family charitable trust for which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities. F4 · balance_after: Represents shares held by a family charitable trust for the benefit of certain members of the reporting person's family, of which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 5 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,455 F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 4 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,580 F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 3 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,953 F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,326 F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 1,256 | $79.61 | $99,990.16 |
DisclosureSEC source: 0001127602-19-027517 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,699 F1 · price: The price in Column 4 is the weighted average price. These shares were sold in two transactions at prices of $79.605 and $79.611. The reporting person undertakes to provide Eversource Energy, any security holder of Eversource Energy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at the prices set forth above. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 23:19 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 847 | $70.27 | $59,518.69 |
DisclosureSEC source: 0001127602-19-007808 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,621 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,634 | $70.10 | $114,543.40 |
DisclosureSEC source: 0001127602-19-007256 · form4.xml · nonDerivative · entry 3 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,468 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,390 | $70.10 | $97,439.00 |
DisclosureSEC source: 0001127602-19-007256 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,102 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 23:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 199 | $70.10 | $13,949.90 |
DisclosureSEC source: 0001127602-19-007256 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,492 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:51 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004855 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,691 F3 · shares: Performance shares and dividend equivalent shares for the 2016-2018 Long-Term Incentive Program as determined on February 6, 2019. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:51 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 10,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004855 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,784 F1 · shares: Grant of restricted share units (RSUs) which vest in three equal installments on February 6, 2020, 2021 and 2022. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 08, 2018 Filed Feb 14, 2019 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006000 · form5.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,781 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 07, 2018 Filed Feb 14, 2019 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006000 · form5.xml · nonDerivative · entry 4 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for grandchild Disclosed balance after: 524 Read SEC document |
| August 07, 2018 Filed Feb 14, 2019 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006000 · form5.xml · nonDerivative · entry 3 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,681 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| August 07, 2018 Filed Feb 14, 2019 21:24 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006000 · form5.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,931 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:13 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 855 | $58.17 | $49,735.35 |
DisclosureSEC source: 0001127602-18-008084 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,387 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:22 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 1,167 | $57.58 | $67,195.86 |
DisclosureSEC source: 0001127602-18-007345 · form4.xml · nonDerivative · entry 3 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,242 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:22 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 193 | $57.58 | $11,112.94 |
DisclosureSEC source: 0001127602-18-007345 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,409 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:22 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 184 | $57.58 | $10,594.72 |
DisclosureSEC source: 0001127602-18-007345 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,602 F1 · shares: Disposition of common shares to satisfy tax withholding obligations. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:21 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005018 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,786 F3 · shares: Performance shares and dividend equivalent shares for the 2015-2017 Long-Term Incentive Program as determined on February 7, 2018. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:21 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 10,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005018 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,803 F1 · shares: Grant of restricted share units (RSUs) which vests in three equal installments on February 7, 2019, 2020, and 2021, subject to shareholder approval. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:48 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 699 | $56.15 | $39,248.85 |
DisclosureSEC source: 0001127602-17-008783 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,648 F3 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:48 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008783 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,347 F1 · shares: Performance shares and dividend equivalent shares for the 2014-2016 Long-Term Incentive Program as determined on February 23, 2017. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:23 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 206 | $55.95 | $11,525.70 |
DisclosureSEC source: 0001127602-17-007873 · form4.xml · nonDerivative · entry 3 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,193 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:23 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 197 | $55.95 | $11,022.15 |
DisclosureSEC source: 0001127602-17-007873 · form4.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,399 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 17, 2017 Filed Feb 23, 2017 01:23 UTC | EVERSOURCE ENERGY ES · Entity 3173 | Tax withholdingCommon Shares, $5.00 par value | 251 | $55.95 | $14,043.45 |
DisclosureSEC source: 0001127602-17-007873 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,596 F1 · shares: Shares withheld to satisfy tax withholding obligation. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 02, 2017 Filed Feb 7, 2017 00:32 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 11,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004174 · form4.xml · nonDerivative · entry 1 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,847 F1 · shares: Grant of restricted share units (RSUs) which vests in three equal installments on February 2, 2018, 2019, and 2020. Restricted share units are distributable in Eversource Energy common shares on a one-for-one basis. RSU holders are entitled to receive dividend equivalents, exempt from line item reporting under SEC Rule 16a-11, to the same extent dividends are paid on common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| November 30, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 4 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,327 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| November 28, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 8 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,327 F2 · shares: Bona fide gift to custodial account for which reporting person is the custodian. The reporting person disclaims any pecuniary interest in the accounts' assets or the donated shares. F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| November 28, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 7 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial Account for grandchild Disclosed balance after: 396 F2 · shares: Bona fide gift to custodial account for which reporting person is the custodian. The reporting person disclaims any pecuniary interest in the accounts' assets or the donated shares. F3 · balance_after: These shares are held in an account for the reporting person's minor grandchild and the reporting person is the custodian of the account. The reporting person disclaims ownership of the shares held in the custodial account, and this report is not an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| November 28, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 2 LEMBO PHILIP J · CIK 0001674360 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,327 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. 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.