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 |
|---|---|---|---|---|---|---|
| August 16, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 6 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 |
| August 16, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 5 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 |
| August 16, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 3 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 |
| August 16, 2016 Filed Feb 14, 2017 23:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GiftCommon Shares, $5.00 par value | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006125 · form5.xml · nonDerivative · entry 1 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.