Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Director | June 23, 2021 | June 24, 2021 |
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.
AVISTA CORP
Report date June 23, 2021 · Filed June 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock held in Director Deferral PlanSEC Table I · non-derivative | IndirectShares Held by Trustee | 0 |
Reported balance
After 2021-06-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-06-23 · Other · Disposed 5,496 · Balance 0 F1: The securities disposed of were deferred stock beneficially owned by the reporting person, which became vested and payable as of June 21, 2021, and which were paid in cash in lieu of a stock issuance. |
| Common StockSEC Table I · non-derivative | IndirectShares Held by Trustee | 2,500 |
Reported balance
Holding disclosure · report date 2021-06-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,500 |
| Common StockSEC Table I · non-derivative | IndirectShares Held by Trustee | 5,139 |
Reported balance
Holding disclosure · report date 2021-06-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,139 |
Filing footnotes · ownership attribution and instrument terms
F1: The securities disposed of were deferred stock beneficially owned by the reporting person, which became vested and payable as of June 21, 2021, and which were paid in cash in lieu of a stock issuance.
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 |
|---|---|---|---|---|---|---|
| June 23, 2021 Filed Jun 24, 2021 18:43 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock held in Director Deferral Plan | 5,496 | $43.94 | $241,494.24 |
DisclosureSEC source: 0000104918-21-000049 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares Held by Trustee Disclosed balance after: 0 F1 · kind: The securities disposed of were deferred stock beneficially owned by the reporting person, which became vested and payable as of June 21, 2021, and which were paid in cash in lieu of a stock issuance. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 14:32 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 600 | $44.86 | $26,916.00 |
DisclosureSEC source: 0000104918-21-000047 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares Held by Trustee Disclosed balance after: 0 Read SEC document |
| May 13, 2021 Filed May 14, 2021 18:05 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 1,969 | $45.69 | $89,963.61 |
DisclosureSEC source: 0000104918-21-000045 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares Held by Trustee Disclosed balance after: 5,139 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2021. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2021. Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 17:48 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 951 | $47.58 | $45,248.58 |
DisclosureSEC source: 0000104918-21-000035 · primary_doc.xml · nonDerivative · entry 2 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Disclosed balance after: 11,766 F1 · kind: Shares of stock have been transferred from one account to the other within the same brokerage firm. F2 · shares: Shares transferred from personal account (direct shares) to AIA Services account (indirect shares) Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 17:48 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 951 | $47.58 | $45,248.58 |
DisclosureSEC source: 0000104918-21-000035 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Shares of stock have been transferred from one account to the other within the same brokerage firm. F2 · shares: Shares transferred from personal account (direct shares) to AIA Services account (indirect shares) Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 16:11 UTC | AVISTA CORP AVA · Entity 145 | SaleShares Held by Broker | 2,000 | $37.24 | $74,480.00 |
DisclosureSEC source: 0000104918-20-000097 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951 Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:21 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,475 | $36.35 | $89,966.25 |
DisclosureSEC source: 0000104918-20-000083 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,951 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2020. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2020. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 22:56 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 476 | $47.21 | $22,471.96 |
DisclosureSEC source: 0000104918-19-000164 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on December 10, 2019. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on December 10, 2019. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 20:04 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,100 | $47.12 | $51,832.11 |
DisclosureSEC source: 0000104918-19-000151 · primary_doc.xml · nonDerivative · entry 2 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee Disclosed balance after: 5,319 Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 20:04 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 900 | $47.15 | $42,439.05 |
DisclosureSEC source: 0000104918-19-000151 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 23:28 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 477 | $47.14 | $22,485.78 |
DisclosureSEC source: 0000104918-19-000141 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 10, 2019. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 10, 2019. Read SEC document |
| August 29, 2019 Filed Aug 29, 2019 17:32 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,438 | $46.78 | $67,269.78 |
DisclosureSEC source: 0000104918-19-000130 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · held by broker Disclosed balance after: 0 Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 17:14 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 423 | $44.25 | $18,717.75 |
DisclosureSEC source: 0000104918-19-000112 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on June 12, 2019. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on June 12, 2019. Read SEC document |
| June 04, 2019 Filed Jun 4, 2019 17:36 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 148 | $42.18 | $6,242.64 |
DisclosureSEC source: 0000104918-19-000102 · primary_doc.xml · nonDerivative · entry 2 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee Disclosed balance after: 7,857 Read SEC document |
| June 04, 2019 Filed Jun 4, 2019 17:36 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 452 | $42.21 | $19,078.92 |
DisclosureSEC source: 0000104918-19-000102 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 16:41 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 452 | $41.45 | $18,735.40 |
DisclosureSEC source: 0000104918-19-000076 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on March 12, 2019. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on March 12, 2019. Read SEC document |
| February 20, 2019 Filed Feb 20, 2019 23:47 UTC Amendment | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,600 | $41.45 | $107,781.96 |
DisclosureSEC source: 0000104918-19-000056 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · held by trustees Disclosed balance after: 8,005 Read SEC document |
| May 23, 2018 Filed May 23, 2018 19:50 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 1,426 | $52.56 | $74,950.56 |
DisclosureSEC source: 0000104918-18-000076 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Common Stock held by Trustee Disclosed balance after: 4,786 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 22, 2018. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 22, 2018. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 20:11 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock held in dividend reinvestment plan | 659 | $51.96 | $34,241.64 |
DisclosureSEC source: 0000104918-17-000141 · primary_doc.xml · nonDerivative · entry 2 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 28, 2017 Filed Nov 29, 2017 20:11 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 932 | $51.94 | $48,408.45 |
DisclosureSEC source: 0000104918-17-000141 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654.7081 Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 19:29 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 32 | $51.49 | $1,647.68 |
DisclosureSEC source: 0000104918-17-000121 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586.7081 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 26, 2017. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 26, 2017. Read SEC document |
| May 12, 2017 Filed May 15, 2017 18:17 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 1,700 | $41.16 | $69,972.00 |
DisclosureSEC source: 0000104918-17-000086 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by Trustee Disclosed balance after: 9,179 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 11, 2017. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 11, 2017. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 21:36 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 3,360 | $39.67 | $133,291.20 |
DisclosureSEC source: 0000104918-16-000287 · primary_doc.xml · nonDerivative · entry 2 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · held by Trustee Disclosed balance after: 7,438 F1 · kind: Shares of stock have been transferred from one account to the other within the same brokerage firm. F2 · shares: Shares transferred from personal account (direct shares) to Greenleaf company account (indirect shares) Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 21:36 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 3,360 | $39.67 | $133,291.20 |
DisclosureSEC source: 0000104918-16-000287 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,528.0319 F1 · kind: Shares of stock have been transferred from one account to the other within the same brokerage firm. F2 · shares: Shares transferred from personal account (direct shares) to Greenleaf company account (indirect shares) Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:55 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 41 | $40.52 | $1,661.32 |
DisclosureSEC source: 0000104918-16-000269 · primary_doc.xml · nonDerivative · entry 1 TAYLOR R JOHN · CIK 0001174960 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held in SEP IRA and 401(k) accounts Disclosed balance after: 4,119 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 1, 2016 F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 1, 2016 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.