Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ITRON, INC.ITRI · Entity 2773 | Director | April 02, 2018 | April 04, 2018 |
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Director | April 27, 2021 | April 29, 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.
ITRON, INC.
Report date April 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,953 |
Reported balance
After 2018-04-02 transaction · row 1
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 366 · Balance 14,953 F1: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 366 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 366 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date April 27, 2021 · Filed April 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,971 |
Reported balance
After 2021-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-04-27 · Grant · Acquired 2,229 · Balance 25,971 F1: Award of unrestricted shares of Common Stock. F2: Includes 83 shares of the Issuer's Common Stock acquired in exempt transactions under the dividend equivalent feature of an award of restricted stock units under the Issuer's Stock Incentive Plan made on April 22, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of unrestricted shares of Common Stock.
F2: Includes 83 shares of the Issuer's Common Stock acquired in exempt transactions under the dividend equivalent feature of an award of restricted stock units under the Issuer's Stock Incentive Plan made on April 22, 2020.
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 |
|---|---|---|---|---|---|---|
| April 27, 2021 Filed Apr 29, 2021 20:39 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-004668 · marketforms-52511.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,971 F1 · shares: Award of unrestricted shares of Common Stock. F2 · balance_after: Includes 83 shares of the Issuer's Common Stock acquired in exempt transactions under the dividend equivalent feature of an award of restricted stock units under the Issuer's Stock Incentive Plan made on April 22, 2020. Read SEC document |
| April 22, 2020 Filed Apr 23, 2020 16:31 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003643 · marketforms-48572.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,659 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 18:13 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-003069 · marketforms-48473.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,441 F1 · shares: Dividend Equivalent Units associated with award granted on April 24, 2019 vesting on March 31, 2020. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:51 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-002906 · marketforms-44776.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,381 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 19:09 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003028 · marketforms-41760.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,233 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:03 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014060 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,953 F1 · shares: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 366 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:14 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001199 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,587 F1 · shares: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 360 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:35 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029208 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,227 F1 · shares: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 320 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan. Read SEC document |
| September 18, 2017 Filed Sep 21, 2017 01:02 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-005699 · marketforms-39760.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,782 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 22:39 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023303 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,907 F1 · shares: Reflects the grant of common stock equal to approximately $25,000 that independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. Ms. Dyess deferred receipt of 367 shares of common stock pursuant to Itron's Executive Deferred Compensation Plan. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:56 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | Disposition to issuerCommon Stock | 2,052 | $41.42 | $84,993.84 |
DisclosureSEC source: 0001214659-17-003944 · marketforms-39039.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,949 F1 · price: On June 7, 2017, Portland General Electric Co. (the "Company") rescinded its May 4, 2016 award of restricted shares to the reporting person and determined to replace that award with a future award equal in value to the grant-date value of the rescinded award. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 21:14 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 1,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002761 · marketforms-38544.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,001 Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 23:58 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014184 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,540 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:44 UTC | ITRON, INC. ITRI · Entity 2773 | GrantCommon Stock | 397 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000764 · form4.xml · nonDerivative · entry 1 DYESS KIRBY · CIK 0001197165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,121 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.