Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Director · Chairman of the Board | September 01, 2026 | September 02, 2026 |
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | March 03, 2026 | March 06, 2026 |
| CN Healthy Food Tech Group Corp.IROH · Entity 5989 | Director | December 27, 2023 | December 30, 2023 |
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 | 109,378 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 44 · Balance 109,378 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.
CALIFORNIA WATER SERVICE GROUP
Report date March 03, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,209.23 |
Reported balance
After 2026-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 2,816 · Balance 15,209.23 F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2: Includes shares acquired through Dividend Reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.
F2: Includes shares acquired through Dividend Reinvestment.
CN Healthy Food Tech Group Corp.
Report date December 27, 2023 · Filed December 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectThrough Bengochea SPAC Sponsors I LLC, the sponsor ("Sponsor") of the registrant (the "Company") | 45,000 |
Reported balance
Holding disclosure · report date 2023-12-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 45,000 F1: Includes 20,000 shares held by the Sponsor on behalf of Mr. Morris for his service as an officer of the Company as well as 25,000 shares held by the Sponsor on behalf of Mr. Morris on the basis of funds invested by Mr. Morris in the Sponsor. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 20,000 shares held by the Sponsor on behalf of Mr. Morris for his service as an officer of the Company as well as 25,000 shares held by the Sponsor on behalf of Mr. Morris on the basis of funds invested by Mr. Morris in the Sponsor.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 18:27 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 44 | $37.16 | $1,635.04 |
DisclosureSEC source: 0000104918-26-000068 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,378 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026. Read SEC document |
| May 08, 2026 Filed May 11, 2026 22:02 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,538 | $40.98 | $144,987.24 |
DisclosureSEC source: 0000104918-26-000054 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,334 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 7, 2026. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 7, 2026. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 14:43 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 8,613 | $39.66 | $341,591.58 |
DisclosureSEC source: 0001174957-26-000003 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,796 F1 · shares: Gifted shares of AVA Common stock to children/grandchildren 8,613 (9x957) Read SEC document |
| March 03, 2026 Filed Mar 6, 2026 00:02 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001174957-26-000002 · edgardoc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,209.23 F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Includes shares acquired through Dividend Reinvestment. Read SEC document |
| December 03, 2025 Filed Dec 4, 2025 17:15 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 1,262 | $39.44 | $49,773.28 |
DisclosureSEC source: 0001174957-25-000002 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,409 F1 · shares: 1,262 shares of AVA Common Stock gifted to Gonzaga University Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 14:10 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 91 | $36.54 | $3,325.14 |
DisclosureSEC source: 0000104918-25-000081 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,671 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 29, 2025. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 29, 2025. Read SEC document |
| May 05, 2025 Filed May 6, 2025 16:23 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,232 | $41.76 | $134,968.32 |
DisclosureSEC source: 0000104918-25-000068 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,580 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 2, 2025. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 2, 2025. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 22:00 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 7,584 | $39.92 | $302,753.28 |
DisclosureSEC source: 0000104918-25-000042 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,348 F1 · shares: 7,584 shares of AVA Common Stock gifted to children (8 x 948 each) Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 23:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008612 · form4.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,328.23 F1 · shares: Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 18:20 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 511 | $39.13 | $19,995.43 |
DisclosureSEC source: 0000104918-24-000082 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,932 F1 · shares: 511 shares of AVA Common Stock gifted to YWCA Spokane Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 19:01 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 43 | $38.64 | $1,661.52 |
DisclosureSEC source: 0000104918-24-000077 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,443 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 30, 2024. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 30, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,488 | $49.62 | $123,454.56 |
DisclosureSEC source: 0001127602-24-018096 · form4.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,645.23 F1 · shares: Restricted stock granted 6/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with cliff vesting term, vesting 100% on 03/05/2025 F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 09, 2024 Filed May 13, 2024 17:24 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 3,952 | $37.95 | $149,978.40 |
DisclosureSEC source: 0000104918-24-000064 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,400 F1 · shares: 3,952 shares of AVA Common Stock gifted to Gonzaga University Read SEC document |
| May 03, 2024 Filed May 7, 2024 16:28 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,533 | $36.79 | $129,979.07 |
DisclosureSEC source: 0000104918-24-000060 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,352 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 2, 2024. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 2, 2024. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 17:29 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 7,400 | $33.47 | $247,678.00 |
DisclosureSEC source: 0000104918-24-000052 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,819 F1 · shares: 7,400 shares of AVA Common Stock gifted to children (8 x 888 each and 1x 296) Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,477 | $45.37 | $112,381.49 |
DisclosureSEC source: 0001127602-24-009078 · form4.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,616 F1 · shares: Restricted stock granted 3/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:51 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004771 · marketforms-65245.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,139 F1 · shares: This amendment is being made solely to remove 2,477 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:38 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 50 | $33.29 | $1,664.50 |
DisclosureSEC source: 0000104918-23-000087 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,219 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2023. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2023. Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 15:52 UTC | AVISTA CORP AVA · Entity 145 | PurchaseCommon Stock | 1,539 | $32.40 | $49,863.60 |
DisclosureSEC source: 0000104918-23-000080 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,169 Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 15:52 UTC | AVISTA CORP AVA · Entity 145 | PurchaseCommon Stock | 1,561 | $32.39 | $50,560.79 |
DisclosureSEC source: 0000104918-23-000080 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,630 Read SEC document |
| May 15, 2023 Filed May 17, 2023 17:29 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,839 | $44.02 | $124,972.78 |
DisclosureSEC source: 0000104918-23-000066 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,069 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2023. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2023. Read SEC document |
| May 09, 2023 Filed May 9, 2023 20:14 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 2,258 | $44.39 | $100,232.62 |
DisclosureSEC source: 0000104918-23-000057 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,230 F1 · shares: 2,258 shares of AVA Common Stock gifted to Gonzaga University Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,870 | $58.83 | $110,012.10 |
DisclosureSEC source: 0001127602-23-009610 · form4.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,118 F1 · shares: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Read SEC document |
| February 27, 2023 Filed Feb 27, 2023 23:26 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 6,033 | $41.43 | $249,947.19 |
DisclosureSEC source: 0001174957-23-000003 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,488 F1 · shares: 6,033 shares of AVA Common Stock gifted to 4 children (724 shares to each child), 4 grandchildren (724 shares to each grandchild, and 1 additional at 241 shares. Read SEC document |
| December 19, 2022 Filed Dec 20, 2022 00:04 UTC | AVISTA CORP AVa · Entity 145 | GiftCommon Stock | 6,309 | $42.32 | $266,996.88 |
DisclosureSEC source: 0000104918-22-000085 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,521 F1 · shares: Inadvertent gift of shares. Reversed next day. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 00:04 UTC | AVISTA CORP AVa · Entity 145 | GiftCommon Stock | 6,309 | $42.32 | $266,996.88 |
DisclosureSEC source: 0000104918-22-000085 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,212 F1 · shares: Inadvertent gift of shares. Reversed next day. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 16:59 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 123 | $40.63 | $4,997.49 |
DisclosureSEC source: 0000104918-22-000081 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,521 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2022. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2022. Read SEC document |
| May 18, 2022 Filed May 18, 2022 20:59 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 7,627 | $44.00 | $335,588.00 |
DisclosureSEC source: 0000104918-22-000063 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,398 Read SEC document |
| May 16, 2022 Filed May 18, 2022 20:59 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,564 | $42.89 | $109,969.96 |
DisclosureSEC source: 0000104918-22-000063 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,025 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2022. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003556 · marketforms-55660.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,248 F1 · shares: Restricted stock granted 03/01/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| February 28, 2022 Filed Feb 28, 2022 23:05 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 9,000 | $44.50 | $400,455.00 |
DisclosureSEC source: 0000104918-22-000051 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,461 Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:59 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 4,665 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000048 · primary_doc.xml · derivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,665 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:59 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 784 | $44.26 | $34,699.84 |
DisclosureSEC source: 0000104918-22-000048 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,461 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/3/22. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:59 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 3,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000048 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,245 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:13 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 9,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000025 · primary_doc.xml · derivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,329 shares Expires not disclosed 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 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:13 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,899 | $42.62 | $80,935.38 |
DisclosureSEC source: 0000104918-22-000025 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,026 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:13 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 7,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000025 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,925 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 · price: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 22:14 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 159 | $41.85 | $6,654.15 |
DisclosureSEC source: 0000104918-21-000058 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,834 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2021. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2021. Read SEC document |
| June 02, 2021 Filed Jun 2, 2021 22:04 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 10,000 | $45.11 | $451,100.00 |
DisclosureSEC source: 0000104918-21-000046 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,675 Read SEC document |
| May 13, 2021 Filed May 14, 2021 15:52 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 1,969 | $45.69 | $89,963.61 |
DisclosureSEC source: 0000104918-21-000041 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,675 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2021. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 12, 2021. Read SEC document |
| March 15, 2021 Filed Mar 15, 2021 18:08 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 10,000 | $47.68 | $476,800.00 |
DisclosureSEC source: 0000104918-21-000032 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,706 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:36 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 10,000 | $43.18 | $431,800.00 |
DisclosureSEC source: 0000104918-21-000031 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,706 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002683 · marketforms-51718.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598 F1 · shares: Restricted stock granted 03/02/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 16:04 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 9,410 | $40.24 | $378,658.40 |
DisclosureSEC source: 0000104918-21-000027 · primary_doc.xml · nonDerivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,706 Read SEC document |
| February 04, 2021 Filed Mar 1, 2021 16:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 15,413 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000027 · primary_doc.xml · derivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,413 shares Expires not disclosed 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 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 04, 2021 Filed Mar 1, 2021 16:04 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 2,725 | $37.43 | $101,996.75 |
DisclosureSEC source: 0000104918-21-000027 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,116 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/4/21. Read SEC document |
| February 04, 2021 Filed Mar 1, 2021 16:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 9,410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000027 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,841 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000221 · marketforms-50851.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| August 12, 2020 Filed Aug 12, 2020 19:54 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock Held in 401(k) Plan | 270.573 | $25.38 | $6,867.14 |
DisclosureSEC source: 0000104918-20-000096 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Disclosed balance after: 0 Read SEC document |
| May 14, 2020 Filed May 15, 2020 17:29 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,063 | $36.35 | $74,990.05 |
DisclosureSEC source: 0000104918-20-000077 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,706 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2020. F2 · shares: Shares issued as part of the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on May 13, 2020. 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.