Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Director | September 01, 2026 | September 02, 2026 |
| CLOROX CO /DE/CLX · Entity 3474 | EVP - Chief Financial Officer | December 19, 2024 | December 20, 2024 |
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.
AVISTA CORP
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,917 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 44 · Balance 15,917 F1: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026. F2: Shares issued as part of the Directors annual retainer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026.
F2: Shares issued as part of the Directors annual retainer.
CLOROX CO /DE/
Report date December 19, 2024 · Filed December 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,708 |
Reported balance
After 2024-12-19 transaction · row 1
1 source rowRow 1 · 2024-12-19 · Tax withholding · Disposed 243 · Balance 49,708 F1: Withholding of shares by the Company to satisfy employment tax obligations applicable to restricted stock units previously granted to retirement eligible employees. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 28 |
Reported balance
Holding disclosure · report date 2024-12-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,145 |
Reported balance
Holding disclosure · report date 2024-12-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,145 |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by the Company to satisfy employment tax obligations applicable to restricted stock units previously granted to retirement eligible employees.
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 |
|---|---|---|---|---|---|---|
| August 20, 2020 Filed Aug 24, 2020 23:21 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Tax withholdingCommon Stock | 34 | $228.30 | $7,762.20 |
DisclosureSEC source: 0001225208-20-010951 · doc4.xml · nonDerivative · entry 2 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,368 F2 · kind: Withholding of stock to pay certain taxes under the Company's Stock Withholding Arrangement. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 23:21 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantCommon Stock | 1,431 | $228.30 | $326,697.30 |
DisclosureSEC source: 0001225208-20-010951 · doc4.xml · nonDerivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,402 F1 · kind: Settlement of 2017 Performance Unit Grant that vested 8/20/2020, which the reporting person has elected to defer pursuant to the 2005 Stock Incentive Plan. Read SEC document |
| August 20, 2020 Filed Sep 1, 2020 22:57 UTC Amendment | CLOROX CO /DE/ CLX · Entity 3474 | Tax withholdingCommon Stock | 47 | $228.30 | $10,730.10 |
DisclosureSEC source: 0001225208-20-011146 · doc4a.xml · nonDerivative · entry 2 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,320 F2 · kind: Withholding of stock to pay certain taxes under the Company's Stock Withholding Arrangement. Read SEC document |
| August 20, 2020 Filed Sep 1, 2020 22:57 UTC Amendment | CLOROX CO /DE/ CLX · Entity 3474 | GrantCommon Stock | 1,999 | $228.30 | $456,371.70 |
DisclosureSEC source: 0001225208-20-011146 · doc4a.xml · nonDerivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,970 F1 · kind: Settlement of April 2018 Performance Unit Grant that vested 8/20/2020, which the reporting person has elected to defer pursuant to the 2005 Stock Incentive Plan. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,630 | $0.00 Strike: $89.82 | $0.00 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · derivative · entry 10 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,630 shares Expires 2024-09-17 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. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,585 | $0.00 Strike: $84.45 | $0.00 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · derivative · entry 9 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,585 shares Expires 2023-09-17 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. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | SaleCommon Stock | 6,084 | $207.28 | $1,261,115.25 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · nonDerivative · entry 5 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,971 F1 · kind: Transaction executed pursuant to a pre-planned trading program adopted by reporting person on February 13, 2020, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. All transactions subject to the pre-planned program have been executed. F4 · price: This transaction was executed in multiple trades at prices ranging from $206.95 to $207.90. 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. F5 · balance_after: Includes 84 shares acquired pursuant to a dividend reinvestment feature of the Company's Stock Incentive Plan. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | SaleCommon Stock | 5,419 | $206.54 | $1,119,218.04 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · nonDerivative · entry 4 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,055 F1 · kind: Transaction executed pursuant to a pre-planned trading program adopted by reporting person on February 13, 2020, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. All transactions subject to the pre-planned program have been executed. F3 · price: This transaction was executed in multiple trades at prices ranging from $205.94 to $206.94. 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 |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | SaleCommon Stock | 3,563 | $205.49 | $732,153.74 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · nonDerivative · entry 3 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,474 F1 · kind: Transaction executed pursuant to a pre-planned trading program adopted by reporting person on February 13, 2020, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. All transactions subject to the pre-planned program have been executed. F2 · price: This transaction was executed in multiple trades at prices ranging from $204.91 to $205.90. 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 |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionCommon Stock | 3,585 | $84.45 | $302,753.25 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · nonDerivative · entry 2 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,037 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 · kind: Transaction executed pursuant to a pre-planned trading program adopted by reporting person on February 13, 2020, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. All transactions subject to the pre-planned program have been executed. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:34 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Exercise / conversionCommon Stock | 15,630 | $89.82 | $1,403,886.60 |
DisclosureSEC source: 0001225208-20-007831 · doc4.xml · nonDerivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,452 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 · kind: Transaction executed pursuant to a pre-planned trading program adopted by reporting person on February 13, 2020, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934. All transactions subject to the pre-planned program have been executed. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 23:35 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantStock Option (Right to Buy) · Derivative | 34,968 | $0.00 Strike: $155.54 | $0.00 |
DisclosureSEC source: 0001225208-19-012718 · doc4.xml · derivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,968 Underlying: Common Stock · 34,968 shares Expires 2029-09-17 F1 · kind: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. F1 · derivative.exercise_date: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 22, 2019 Filed Aug 26, 2019 21:56 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Tax withholdingCommon Stock | 29 | $159.15 | $4,615.35 |
DisclosureSEC source: 0001225208-19-011878 · doc4.xml · nonDerivative · entry 2 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,738 F2 · kind: Withholding of stock to pay tax liability under the Company's Stock Withholding Arrangement. F3 · balance_after: Includes 133 shares acquired pursuant to a dividend reinvestment feature of the Company's Stock Incentive Plan. Read SEC document |
| August 22, 2019 Filed Aug 26, 2019 21:56 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantCommon Stock | 1,268 | $159.15 | $201,802.20 |
DisclosureSEC source: 0001225208-19-011878 · doc4.xml · nonDerivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,767 F1 · kind: Settlement of 2016 Performance Unit Grant that vested 8/22/2019, which the reporting person has elected to defer pursuant to the 2005 Stock Incentive Plan. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 22:04 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantStock Option (Right to Buy) · Derivative | 29,120 | $0.00 Strike: $151.85 | $0.00 |
DisclosureSEC source: 0001225208-18-013643 · doc4.xml · derivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,120 Underlying: Common Stock · 29,120 shares Expires 2028-09-18 F1 · kind: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. F1 · derivative.exercise_date: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 22:50 UTC | CLOROX CO /DE/ CLX · Entity 3474 | Tax withholdingCommon Stock | 46 | $146.77 | $6,751.42 |
DisclosureSEC source: 0001225208-18-012772 · doc4.xml · nonDerivative · entry 2 Jacobsen Kevin B · CIK 0001735465 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366 F2 · kind: Withholding of stock to pay certain taxes under the Company's Stock Withholding Arrangement. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 22:50 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantCommon Stock | 2,010 | $146.77 | $295,007.70 |
DisclosureSEC source: 0001225208-18-012772 · doc4.xml · nonDerivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,412 F1 · kind: Settlement of 2015 Performance Unit Grant that vested 8/16/2018, which the reporting person has elected to defer pursuant to the 2005 Stock Incentive Plan. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:41 UTC | CLOROX CO /DE/ CLX · Entity 3474 | GrantStock Option (Right to Buy) · Derivative | 11,160 | $0.00 Strike: $128.69 | $0.00 |
DisclosureSEC source: 0001225208-18-007380 · doc4.xml · derivative · entry 1 Jacobsen Kevin B · CIK 0001735465 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,160 Underlying: Common Stock · 11,160 shares Expires 2028-04-02 F1 · kind: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant date. F1 · derivative.exercise_date: Option vests in 4 equal installments - 1/4 on each of the first, second, third and fourth anniversaries of the grant 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.