Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACK HILLS CORP /SD/BKH · Entity 3847 | Director | February 28, 2020 | March 03, 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.
BLACK HILLS CORP /SD/
Report date February 28, 2020 · Filed March 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,761.5227 |
Reported balance
After 2020-03-02 transaction · row 1
1 source rowRow 1 · 2020-03-02 · Other · Acquired 77.434 · Balance 10,761.5227 |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectBy Trust | 33,679.9611 |
Reported balance
After 2020-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-28 · Grant · Acquired 369.6157 · Balance 33,679.9611 F1: 1 for 1 conversion ratio F2: Derivative security is exercisable upon retirement under terms of the agreement. F3: Derivative security expires upon retirement under terms of the agreement. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectBy Trust | 33,924.0585 |
Reported balance
After 2020-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-02 · Grant · Acquired 244.0974 · Balance 33,924.0585 F1: 1 for 1 conversion ratio F2: Derivative security is exercisable upon retirement under terms of the agreement. F3: Derivative security expires upon retirement under terms of the agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1 conversion ratio
F2: Derivative security is exercisable upon retirement under terms of the agreement.
F3: Derivative security expires upon retirement under terms of the agreement.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 2, 2017 22:23 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 15.323 | $65.26 | $999.98 |
DisclosureSEC source: 0001593968-17-000386 · primary_01.xml · nonDerivative · entry 2 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,958.4739 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:23 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 65.482 | $65.26 | $4,273.36 |
DisclosureSEC source: 0001593968-17-000386 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,943.1509 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:23 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 333.9499 | $64.88 | $21,666.67 |
DisclosureSEC source: 0001593968-17-000386 · primary_01.xml · derivative · entry 3 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,682.612 Underlying: Common Stock · 333.9499 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:45 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 16.192 | $61.76 | $1,000.02 |
DisclosureSEC source: 0001593968-17-000196 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,877.6689 Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 20:47 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 16.423 | $60.89 | $1,000.00 |
DisclosureSEC source: 0001593968-17-000075 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,861.4769 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:46 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 188.3328 | $58.34 | $10,987.34 |
DisclosureSEC source: 0001593968-16-001265 · primary_01.xml · derivative · entry 4 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,348.6621 Underlying: Common Stock · 188.3328 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:46 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 17.141 | $58.34 | $1,000.01 |
DisclosureSEC source: 0001593968-16-001265 · primary_01.xml · nonDerivative · entry 2 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,845.0539 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:46 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 68.284 | $58.34 | $3,983.69 |
DisclosureSEC source: 0001593968-16-001265 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,827.9129 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:46 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | GrantPhantom Stock Unit · Derivative | 340.4255 | $58.75 | $20,000.00 |
DisclosureSEC source: 0001593968-16-001265 · primary_01.xml · derivative · entry 3 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,160.3293 Underlying: Common Stock · 340.4255 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 conversion ratio F2 · derivative.exercise_date: Derivative security is exercisable upon retirement under terms of the agreement. F3 · derivative.expiration_date: Derivative security expires upon retirement under terms of the agreement. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 16:41 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 16.686 | $59.93 | $999.99 |
DisclosureSEC source: 0001593968-16-001166 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,759.6289 Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 19:54 UTC | BLACK HILLS CORP /SD/ BKH · Entity 3847 | OtherCommon Stock | 17.355 | $57.62 | $1,000.00 |
DisclosureSEC source: 0001593968-16-001112 · primary_01.xml · nonDerivative · entry 1 ZELLER THOMAS J · CIK 0001194284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,742.9429 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.