Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDACORP INCIDA · Entity 3650 | VP T&D Eng & Constr & CSO | February 22, 2019 | February 25, 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.
IDACORP INC
Report date February 22, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,280 |
Ending reported balance
After 2019-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-22 · Grant · Acquired 976 · Balance 16,085 Row 2 · 2019-02-22 · Tax withholding · Disposed 805 · Balance 15,280 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,065 |
Reported balance
After 2019-02-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-02-22 · Grant · Acquired 634 · Balance 2,065 F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F5: The restricted stock units vest on January 1, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 713 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 713 F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F3: The restricted stock units vest on January 1, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,431 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,431 F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4: The restricted stock units vest on January 1, 2021. |
| Common Stock (401-k)SEC Table I · non-derivative | IndirectBy Plan Trustee | 404.054 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 404.054 F1: Total shares in ESP to date. |
Filing footnotes · ownership attribution and instrument terms
F1: Total shares in ESP to date.
F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock.
F3: The restricted stock units vest on January 1, 2020.
F4: The restricted stock units vest on January 1, 2021.
F5: The restricted stock units vest on January 1, 2022.
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 22, 2019 Filed Feb 25, 2019 22:26 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-19-000044 · edgar.xml · derivative · entry 6 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,065 Underlying: Common Stock · 634 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F5 · derivative.exercise_date: The restricted stock units vest on January 1, 2022. F5 · derivative.expiration_date: The restricted stock units vest on January 1, 2022. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:26 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 805 | $99.42 | $80,033.10 |
DisclosureSEC source: 0001057877-19-000044 · edgar.xml · nonDerivative · entry 2 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,280 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:26 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-19-000044 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,085 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:00 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 291 | $90.02 | $26,195.82 |
DisclosureSEC source: 0001057877-19-000018 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,109 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:30 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000040 · edgar.xml · derivative · entry 5 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 Underlying: Common Stock · 718 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F4 · derivative.exercise_date: The restricted stock units vest on January 1, 2021. F4 · derivative.expiration_date: The restricted stock units vest on January 1, 2021. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:30 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 958 | $84.98 | $81,410.84 |
DisclosureSEC source: 0001057877-18-000040 · edgar.xml · nonDerivative · entry 2 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,400 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:30 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000040 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,358 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:02 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 353 | $89.84 | $31,713.52 |
DisclosureSEC source: 0001057877-18-000019 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,232 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:33 UTC | IDACORP INC IDA · Entity 3650 | SaleCommon Stock | 1,200 | $83.14 | $99,765.60 |
DisclosureSEC source: 0001057877-17-000065 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP T&D Eng & Constr & CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,585 F1 · price: This transaction was executed in multiple trades at prices ranging from $83.00 to $83.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:17 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000052 · edgar.xml · derivative · entry 4 Porter Newell V · CIK 0001473450 · VP Customer Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713 Underlying: Common Stock · 713 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F3 · derivative.exercise_date: The restricted stock units vest on January 1, 2020. F3 · derivative.expiration_date: The restricted stock units vest on January 1, 2020. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:17 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 744 | $82.77 | $61,580.88 |
DisclosureSEC source: 0001057877-17-000052 · edgar.xml · nonDerivative · entry 2 Porter Newell V · CIK 0001473450 · VP Customer Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,785 Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:17 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000052 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP Customer Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,529 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:51 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 282 | $80.55 | $22,715.10 |
DisclosureSEC source: 0001057877-17-000020 · edgar.xml · nonDerivative · entry 1 Porter Newell V · CIK 0001473450 · VP Customer Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,825 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.