Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDACORP INCIDA · Entity 3650 | SVP & CFO | February 18, 2022 | February 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.
IDACORP INC
Report date February 18, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,112 |
Ending reported balance
After 2022-02-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-18 · Grant · Acquired 5,384 · Balance 25,554 F1: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2019-2021 performance period. Row 2 · 2022-02-18 · Tax withholding · Disposed 2,442 · Balance 23,112 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,013 |
Reported balance
After 2022-02-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-02-18 · Grant · Acquired 2,013 · Balance 2,013 F3: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4: The restricted stock units vest on January 1, 2025. |
| Common Stock (401(k))SEC Table I · non-derivative | IndirectBy Plan Trustee | 8,424.3841 |
Reported balance
Holding disclosure · report date 2022-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,424.3841 F2: Total shares in 401(k) plan to date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2019-2021 performance period.
F2: Total shares in 401(k) plan to date.
F3: Each restricted stock unit represents a contingent right to receive one share of IDA common stock.
F4: The restricted stock units vest on January 1, 2025.
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 18, 2022 Filed Feb 22, 2022 22:15 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 2,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005176 · form4.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,013 Underlying: Common Stock · 2,013 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · derivative.exercise_date: The restricted stock units vest on January 1, 2025. F4 · derivative.expiration_date: The restricted stock units vest on January 1, 2025. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 22:15 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,442 | $102.81 | $251,062.02 |
DisclosureSEC source: 0001062993-22-005176 · form4.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,112 Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 22:15 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 5,384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-005176 · form4.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,554 F1 · price: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2019-2021 performance period. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 02:35 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 920 | $111.87 | $102,920.40 |
DisclosureSEC source: 0001062993-22-000484 · form4.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,170 Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:35 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionRestricted Stock Units · Derivative | 1,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-000484 · form4.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,863 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · price: Price of derivative security is $0. F3 · derivative.exercise_date: The restricted stock units vested on January 1, 2022. F3 · derivative.expiration_date: The restricted stock units vested on January 1, 2022. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:35 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionCommon Stock | 1,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-000484 · form4.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,090 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:39 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-21-000057 · edgar.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,256 Underlying: Common Stock · 2,256 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · derivative.exercise_date: The restricted stock units vest on January 1, 2024. F4 · derivative.expiration_date: The restricted stock units vest on January 1, 2024. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:39 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,627 | $88.18 | $231,648.86 |
DisclosureSEC source: 0001057877-21-000057 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,227 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:39 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 5,676 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-21-000057 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,854 F1 · price: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2018-2020 performance period. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:57 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 969 | $91.79 | $88,944.51 |
DisclosureSEC source: 0001057877-21-000016 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,178 Read SEC document |
| January 01, 2021 Filed Jan 6, 2021 20:57 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionRestricted Stock Units · Derivative | 1,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-21-000016 · edgar.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,921 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · price: Price of derivative security is $0. F3 · derivative.exercise_date: The restricted stock units vested on January 1, 2021. F3 · derivative.expiration_date: The restricted stock units vested on January 1, 2021. Read SEC document |
| January 01, 2021 Filed Jan 6, 2021 20:57 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionCommon Stock | 1,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-21-000016 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,147 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:00 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,471 | $111.88 | $276,455.48 |
DisclosureSEC source: 0001057877-20-000055 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,226 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:00 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 5,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-20-000055 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,697 F1 · price: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2017-2019 performance period. Read SEC document |
| February 21, 2020 Filed Mar 6, 2020 22:06 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-20-000105 · edgar.xml · derivative · entry 1 Keen Steven R · CIK 0001362813 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717 Underlying: Common Stock · 1,717 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F2 · derivative.exercise_date: The restricted stock units vest on January 1, 2023. F2 · derivative.expiration_date: The restricted stock units vest on January 1, 2023. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:48 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 916 | $105.56 | $96,692.96 |
DisclosureSEC source: 0001057877-20-000012 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,360 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:48 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionRestricted Stock Units · Derivative | 1,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-20-000012 · edgar.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,860 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · price: Price of derivative security is $0. F3 · derivative.exercise_date: The restricted stock units vested on January 1, 2020. F3 · derivative.expiration_date: The restricted stock units vested on January 1, 2020. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:48 UTC | IDACORP INC IDA · Entity 3650 | Exercise / conversionCommon Stock | 1,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001057877-20-000012 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,276 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 21:31 UTC | IDACORP INC IDA · Entity 3650 | SaleCommon Stock | 4,346 | $99.32 | $431,627.34 |
DisclosureSEC source: 0001057877-19-000066 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,416 F1 · price: This transaction was executed in multiple trades at prices ranging from $99.22 to $99.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:16 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 1,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-19-000036 · edgar.xml · derivative · entry 6 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,644 Underlying: Common Stock · 1,863 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F5 · derivative.exercise_date: The restricted stock units vest on January 1, 2022. F5 · derivative.expiration_date: The restricted stock units vest on January 1, 2022. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:16 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,901 | $99.42 | $288,417.42 |
DisclosureSEC source: 0001057877-19-000036 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,762 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:16 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 2,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-19-000036 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,663 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:48 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 962 | $90.02 | $86,599.24 |
DisclosureSEC source: 0001057877-19-000010 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,278 Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 20:08 UTC | IDACORP INC IDA · Entity 3650 | SaleCommon Stock | 3,557 | $87.72 | $312,027.87 |
DisclosureSEC source: 0001057877-18-000066 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,240 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.615 to $87.805. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:13 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 1,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000035 · edgar.xml · derivative · entry 5 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,781 Underlying: Common Stock · 1,921 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · derivative.exercise_date: The restricted stock units vest on January 1, 2021. F4 · derivative.expiration_date: The restricted stock units vest on January 1, 2021. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:13 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,552 | $84.98 | $216,868.96 |
DisclosureSEC source: 0001057877-18-000035 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,797 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:13 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 2,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000035 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,349 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:46 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 828 | $89.84 | $74,387.52 |
DisclosureSEC source: 0001057877-18-000009 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,858 Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 20:57 UTC | IDACORP INC IDA · Entity 3650 | SaleCommon Stock | 2,966 | $83.04 | $246,296.64 |
DisclosureSEC source: 0001057877-17-000096 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,686 F1 · price: This transaction was executed in multiple trades at prices ranging from $82.56 to $83.25. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:08 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000046 · edgar.xml · derivative · entry 4 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 Underlying: Common Stock · 1,860 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F3 · derivative.exercise_date: The restricted stock units vest on January 1, 2020. F3 · derivative.expiration_date: The restricted stock units vest on January 1, 2020. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:08 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 2,128 | $82.77 | $176,134.56 |
DisclosureSEC source: 0001057877-17-000046 · edgar.xml · nonDerivative · entry 2 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,652 Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:08 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000046 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,780 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:27 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 673 | $80.55 | $54,210.15 |
DisclosureSEC source: 0001057877-17-000010 · edgar.xml · nonDerivative · entry 1 Keen Steven R · CIK 0001362813 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,082 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.