Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IDACORP INCIDA · Entity 3650 | Director | March 01, 2018 | March 02, 2018 |
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 March 01, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,760.184 |
Reported balance
After 2018-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 1,295 · Balance 52,760.184 F1: Includes 582.184 reinvestment shares to date. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 305.15 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 305.15 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 582.184 reinvestment shares to date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CASCADE BANCORP
Report date May 30, 2017 · Filed June 01, 2017
Section 16 reporting ended · disclosed 2017-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-05-30 transaction · row 1
1 source rowRow 1 · 2017-05-30 · Disposition to issuer · Disposed 24,386 · Balance 0 F1: Pursuant to the Merger Agreement (defined below), each outstanding share of common stock of the Issuer (defined below) was converted into the right to receive $1.91 in cash plus 0.14864 shares of First Interstate Class A common stock. First Interstate Class A common stock had a closing market value of $34.30 on the date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger Agreement (defined below), each outstanding share of common stock of the Issuer (defined below) was converted into the right to receive $1.91 in cash plus 0.14864 shares of First Interstate Class A common stock. First Interstate Class A common stock had a closing market value of $34.30 on the date of the merger.
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, 2018 Filed Mar 2, 2018 22:38 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000056 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,760.184 F1 · balance_after: Includes 582.184 reinvestment shares to date. Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 22:28 UTC | IDACORP INC IDA · Entity 3650 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000144 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,457.087 F1 · shares: Reporting person gifted shares to a non-profit organization. F2 · balance_after: Includes 574.087 reinvestment shares to date. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 22:00 UTC | IDACORP INC IDA · Entity 3650 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000137 · edgar.xml · nonDerivative · entry 2 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,505.348 F1 · shares: Reporting person gifted shares to a charitable organization. F2 · balance_after: Includes 567.348 reinvestment shares to date. Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 22:00 UTC | IDACORP INC IDA · Entity 3650 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000137 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,655.348 F1 · shares: Reporting person gifted shares to a charitable organization. F2 · balance_after: Includes 567.348 reinvestment shares to date. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 15:46 UTC | CASCADE BANCORP CACB · Entity 175626 | Disposition to issuerCommon Stock | 24,386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-014965 · doc4.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Merger Agreement (defined below), each outstanding share of common stock of the Issuer (defined below) was converted into the right to receive $1.91 in cash plus 0.14864 shares of First Interstate Class A common stock. First Interstate Class A common stock had a closing market value of $34.30 on the date of the merger. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 21:54 UTC | IDACORP INC IDA · Entity 3650 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000092 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,741.322 F1 · shares: Reporting person gifted shares to a local charity. F2 · balance_after: Includes 553.322 reinvestment shares to date. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:17 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000073 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,391.322 F1 · balance_after: Includes 553.322 reinvestment shares to date. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:22 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 748 | $82.77 | $61,911.96 |
DisclosureSEC source: 0001057877-17-000056 · edgar.xml · nonDerivative · entry 2 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,179.015 F1 · balance_after: Includes 546.015 reinvestment shares to date. Read SEC document |
| February 24, 2017 Filed Mar 1, 2017 00:22 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000056 · edgar.xml · nonDerivative · entry 1 KEEN J LAMONT · CIK 0001202061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,927.015 F1 · balance_after: Includes 546.015 reinvestment shares to date. 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.