Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | VP | February 25, 2020 | February 27, 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.
PINNACLE WEST CAPITAL CORP
Report date February 25, 2020 · Filed February 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-02-25 transaction · row 1
1 source rowRow 1 · 2020-02-25 · Sale · Disposed 1,628 · Balance 0 |
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 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 7 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,887 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 the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 180 | $78.70 | $14,166.00 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 6 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 5 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,887 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 the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 89 | $78.70 | $7,004.30 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 4 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 3 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796 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 the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 179 | $78.70 | $14,087.30 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 2 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,617 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:33 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013444 · doc4.xml · nonDerivative · entry 1 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796 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 the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in shares of common stock or 50% in common stock and 50% in cash. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:37 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 75 | $74.96 | $5,622.00 |
DisclosureSEC source: 0001209191-16-146665 · doc4.xml · nonDerivative · entry 4 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,617 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:37 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146665 · doc4.xml · nonDerivative · entry 3 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,692 F3 · shares: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2016. F3 · price: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2016. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:37 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 624 | $74.96 | $46,775.04 |
DisclosureSEC source: 0001209191-16-146665 · doc4.xml · nonDerivative · entry 2 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,528 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:37 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146665 · doc4.xml · nonDerivative · entry 1 Nickloy Lee R. · CIK 0001488338 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,152 F1 · shares: Shares acquired upon the vesting of a portion of the performance shares granted in 2013. F1 · price: Shares acquired upon the vesting of a portion of the performance shares granted in 2013. 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.