Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MDU RESOURCES GROUP INCMDU · Entity 4030 | Director | November 17, 2020 | November 18, 2020 |
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.
MDU RESOURCES GROUP INC
Report date November 17, 2020 · Filed November 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,207 |
Reported balance
After 2020-11-17 transaction · row 1
1 source rowRow 1 · 2020-11-17 · Grant · Acquired 4,921 · Balance 33,207 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15,392.217 |
Reported balance
Holding disclosure · report date 2020-11-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 15,392.217 F1: 1 for 1 F2: Units are to be settled in cash after reporting person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Units are to be settled in cash after reporting person's retirement.
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 |
|---|---|---|---|---|---|---|
| November 17, 2020 Filed Nov 18, 2020 19:55 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 4,921 | $25.40 | $124,998.32 |
DisclosureSEC source: 0001225208-20-013648 · doc4.xml · nonDerivative · entry 1 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,207 Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:10 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 4,286 | $29.16 | $124,996.90 |
DisclosureSEC source: 0001225208-19-014714 · doc4.xml · nonDerivative · entry 1 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,286 Read SEC document |
| December 31, 2018 Filed Dec 31, 2018 17:29 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 741.839 | $23.59 | $17,499.98 |
DisclosureSEC source: 0001127602-18-037581 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,403.735 Underlying: Common Stock · 741.839 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Units are to be settled in cash after reporting person's retirement. F2 · derivative.expiration_date: Units are to be settled in cash after reporting person's retirement. Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 17:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 4,143 | $26.55 | $109,975.94 |
DisclosureSEC source: 0001127602-18-034114 · form4.xml · nonDerivative · entry 1 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 15:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 684.797 | $25.56 | $17,499.99 |
DisclosureSEC source: 0001127602-18-028486 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,562.373 Underlying: Common Stock · 684.797 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Units are to be settled in cash after reporting person's retirement. F2 · derivative.expiration_date: Units are to be settled in cash after reporting person's retirement. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 19:38 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 605.014 | $28.93 | $17,500.03 |
DisclosureSEC source: 0001127602-18-022023 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,794.347 Underlying: Common Stock · 605.014 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Units are to be settled in cash after reporting person's retirement. F2 · derivative.expiration_date: Units are to be settled in cash after reporting person's retirement. Read SEC document |
| March 30, 2018 Filed Mar 30, 2018 16:28 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 623.552 | $28.07 | $17,499.99 |
DisclosureSEC source: 0001127602-18-013095 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,108.511 Underlying: Common Stock · 623.552 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Units are to be settled in cash after reporting person's retirement. F2 · derivative.expiration_date: Units are to be settled in cash after reporting person's retirement. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 657.277 | $26.63 | $17,500.00 |
DisclosureSEC source: 0001127602-18-000732 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,405.232 Underlying: Common Stock · 657.277 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F2 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. F3 · balance_after: Reflects 1.175 additional shares added due to a prior calculation error. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 4,091 | $26.88 | $109,978.35 |
DisclosureSEC source: 0001127602-17-033160 · form4.xml · nonDerivative · entry 1 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,857 Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 14:41 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 744.696 | $26.09 | $19,425.40 |
DisclosureSEC source: 0001127602-17-028536 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,746.78 Underlying: Common Stock · 744.696 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · date: Phantom Stock units include units that were accrued through dividends under the Deferred Compensation Plan for Directors. F3 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F3 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 18:12 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 701.655 | $26.31 | $18,457.03 |
DisclosureSEC source: 0001127602-17-022442 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,002.084 Underlying: Common Stock · 701.655 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · date: Phantom Stock units include units that were accrued through dividends under the Deferred Compensation Plan for Directors. F3 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F3 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. Read SEC document |
| March 31, 2017 Filed Mar 31, 2017 14:48 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 662.454 | $27.04 | $17,912.76 |
DisclosureSEC source: 0001127602-17-013355 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300.429 Underlying: Common Stock · 662.454 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · date: Phantom Stock units include units that were accrued through dividends under the Deferred Compensation Plan for Directors. F3 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F3 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 20:42 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 614.663 | $28.95 | $17,794.49 |
DisclosureSEC source: 0001127602-17-000177 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,637.975 Underlying: Common Stock · 614.663 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · date: Phantom Stock units include units that were accrued through dividends under the Deferred Compensation Plan for Directors. F3 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F3 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 19:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 3,886 | $28.30 | $109,989.34 |
DisclosureSEC source: 0001127602-16-068044 · form4.xml · nonDerivative · entry 1 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,766 Read SEC document |
| September 30, 2016 Filed Sep 30, 2016 20:46 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantPhantom Stock · Derivative | 691.033 | $25.51 | $17,624.80 |
DisclosureSEC source: 0001127602-16-063552 · form4.xml · derivative · entry 2 HELLERSTEIN MARK A · CIK 0001198283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,023.312 Underlying: Common Stock · 691.033 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · date: Phantom Stock units include units that were accrued through dividends under the Deferred Compensation Plan for Directors. F3 · derivative.exercise_date: Units are to be settled in cash after report person's retirement. F3 · derivative.expiration_date: Units are to be settled in cash after report person's retirement. 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.