Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | Director | October 01, 2019 | October 02, 2019 |
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.
UNITIL CORP
Report date October 01, 2019 · Filed October 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 10,342 |
Reported balance
After 2019-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-10-01 · Grant · Acquired 1,102 · Balance 10,342 F2: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. |
| Common stock, no par valueSEC Table I · non-derivative | Direct | 16,567.536 |
Reported balance
Holding disclosure · report date 2019-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 16,567.536 F1: Includes 60.140 shares of common stock acquired on November 29, 2018, 57.275 shares of common stock acquired on February 28, 2019, 54.310 share of common stock acquired on May 29, 2019, 40.190 shares of common stock acquired on August 29, 2019, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 60.140 shares of common stock acquired on November 29, 2018, 57.275 shares of common stock acquired on February 28, 2019, 54.310 share of common stock acquired on May 29, 2019, 40.190 shares of common stock acquired on August 29, 2019, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan.
F2: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 2, 2019 17:56 UTC | UNITIL CORP UTL · Entity 4975 | GrantRestricted stock units · Derivative | 1,102 | $63.50 | $69,977.00 |
DisclosureSEC source: 0001209191-19-051513 · doc4.xml · derivative · entry 2 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,342 Underlying: Common stock · 1,102 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.exercise_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.expiration_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 19:55 UTC | UNITIL CORP UTL · Entity 4975 | GrantRestricted stock units · Derivative | 1,208 | $49.63 | $59,953.04 |
DisclosureSEC source: 0001209191-18-053057 · doc4.xml · derivative · entry 2 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 Underlying: Common stock · 1,208 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.exercise_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.expiration_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:36 UTC | UNITIL CORP UTL · Entity 4975 | GrantRestricted stock units · Derivative | 1,194 | $50.23 | $59,974.62 |
DisclosureSEC source: 0001209191-17-055152 · doc4.xml · derivative · entry 5 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,032 Underlying: Common stock · 1,194 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.exercise_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.expiration_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. Read SEC document |
| August 29, 2017 Filed Oct 3, 2017 20:36 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 58.128 | $49.82 | $2,895.88 |
DisclosureSEC source: 0001209191-17-055152 · doc4.xml · nonDerivative · entry 4 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,106.262 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| May 30, 2017 Filed Oct 3, 2017 20:36 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 61.16 | $46.99 | $2,873.85 |
DisclosureSEC source: 0001209191-17-055152 · doc4.xml · nonDerivative · entry 3 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| February 28, 2017 Filed Oct 3, 2017 20:36 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 64.338 | $44.31 | $2,850.75 |
DisclosureSEC source: 0001209191-17-055152 · doc4.xml · nonDerivative · entry 2 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| November 28, 2016 Filed Oct 3, 2017 20:36 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 68.285 | $43.37 | $2,961.79 |
DisclosureSEC source: 0001209191-17-055152 · doc4.xml · nonDerivative · entry 1 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 19:17 UTC | UNITIL CORP UTL · Entity 4975 | GrantRestricted stock units · Derivative | 1,350 | $38.51 | $51,988.50 |
DisclosureSEC source: 0001209191-16-144069 · doc4.xml · derivative · entry 5 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838 Underlying: Common stock · 1,350 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.exercise_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. F2 · derivative.expiration_date: Each restricted stock unit is equivalent in value to one share of Unitil Corporation's common stock, no par value ("Common Stock"), and represents the right to receive a combination of cash and Common Stock after separation from service on Unitil Corporation's Board of Directors. Each restricted stock unit is fully vested upon grant and is payable 70% in Common Stock and 30% in cash, based upon the closing price of Common Stock on the day prior to settlement. Read SEC document |
| August 26, 2016 Filed Oct 4, 2016 19:17 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 69.421 | $39.81 | $2,763.65 |
DisclosureSEC source: 0001209191-16-144069 · doc4.xml · nonDerivative · entry 4 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854.351 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| May 27, 2016 Filed Oct 4, 2016 19:17 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 69.534 | $39.39 | $2,738.94 |
DisclosureSEC source: 0001209191-16-144069 · doc4.xml · nonDerivative · entry 3 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| February 26, 2016 Filed Oct 4, 2016 19:17 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 68.467 | $39.65 | $2,714.65 |
DisclosureSEC source: 0001209191-16-144069 · doc4.xml · nonDerivative · entry 2 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. Read SEC document |
| November 27, 2015 Filed Oct 4, 2016 19:17 UTC | UNITIL CORP UTL · Entity 4975 | OtherCommon stock, no par value | 74.951 | $35.36 | $2,650.19 |
DisclosureSEC source: 0001209191-16-144069 · doc4.xml · nonDerivative · entry 1 OSHAUGHNESSY M BRIAN · CIK 0001240990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Acquisition pursuant to reinvestment of dividends. 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.