Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | Director · Chairman and CEO | January 29, 2018 | January 30, 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.
UNITIL CORP
Report date January 29, 2018 · Filed January 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, no par value.SEC Table I · non-derivative | Direct | 149,129.826 |
Reported balance
After 2018-01-29 transaction · row 1
1 source rowRow 1 · 2018-01-29 · Grant · Acquired 15,680 · Balance 149,129.826 F1: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. |
| Common stock, no par value.SEC Table I · non-derivative | IndirectHeld in trust. | 5,352.95 |
Reported balance
Holding disclosure · report date 2018-01-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,352.95 F2: Shares are held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting.
F2: Shares are held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan.
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 |
|---|---|---|---|---|---|---|
| January 29, 2018 Filed Jan 30, 2018 16:58 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 15,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005957 · doc4.xml · nonDerivative · entry 1 SCHOENBERGER ROBERT G · CIK 0001240975 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,129.826 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:10 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 7 | $51.85 | $362.95 |
DisclosureSEC source: 0001209191-17-063443 · doc4.xml · nonDerivative · entry 1 SCHOENBERGER ROBERT G · CIK 0001240975 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,449.826 F1 · kind: Shares granted in connection with a length of service award for 20 years of service to the Company. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 18:56 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 14,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006304 · doc4.xml · nonDerivative · entry 1 SCHOENBERGER ROBERT G · CIK 0001240975 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,442.826 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. 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.