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 |
|---|---|---|---|---|---|---|
| March 04, 2020 Filed Mar 5, 2020 00:07 UTC | AVISTA CORP AVA · Entity 145 | SaleShares Held by Broker | 20,000 | $50.42 | $1,008,400.00 |
DisclosureSEC source: 0000104918-20-000054 · 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: 162,643 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 00:07 UTC | AVISTA CORP AVA · Entity 145 | SaleShares Held by Broker | 10,000 | $50.14 | $501,400.00 |
DisclosureSEC source: 0000104918-20-000054 · 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: 182,643 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002325 · marketforms-48175.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884 Read SEC document |
| March 02, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | SaleShares Held by Broker | 16,000 | $48.97 | $783,520.00 |
DisclosureSEC source: 0000104918-20-000052 · primary_doc.xml · nonDerivative · entry 5 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,370 Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 00:07 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2018 & 2019 Restricted Stock Settlement | 2,154 | $49.62 | $106,881.48 |
DisclosureSEC source: 0000104918-20-000054 · 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: 192,643 F1 · shares: Final settlement of 2018 and 2019 Restricted Stock units due to retirement from the Company as an officer. These were shares withheld for taxes. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000052 · primary_doc.xml · derivative · entry 7 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,280 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 27, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2017 Restricted Shares | 1,742 | $49.49 | $86,211.58 |
DisclosureSEC source: 0000104918-20-000052 · primary_doc.xml · nonDerivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,370 F4 · shares: Shares withheld to pay income tax on Restricted Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2017 Restricted Stock Delivered | 2,684 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000052 · 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: 217,112 F3 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 10,452 | $49.49 | $517,269.48 |
DisclosureSEC source: 0000104918-20-000052 · 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: 212,686 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:03 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 16,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000052 · 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: 223,138 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 02, 2020 Filed Jan 6, 2020 16:38 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 2,287 | $47.47 | $108,563.89 |
DisclosureSEC source: 0000104918-20-000010 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Officer/Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,079 F1 · shares: Shares sold to pay income tax on final 1/3 of 2017, second 1/3 of 2018 and first 1/3 of 2019 restricted shares that vested on January 2, 2020. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 20:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 254 | $51.18 | $12,999.72 |
DisclosureSEC source: 0001214659-19-007370 · marketforms-46395.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254 F1 · shares: Restricted stock granted 11/20/2019 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests on 3/5/2020. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 17:59 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 64,295 | $46.90 | $3,015,435.50 |
DisclosureSEC source: 0000104918-19-000132 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,570 F1 · shares: Gift to MORRIS FAMILY NONGRANTOR CHARITABLE LEAD ANNUITY TRUST. Scott L. and Lizbeth Morris Co Trustees Read SEC document |
| June 13, 2019 Filed Jun 13, 2019 17:57 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 23,000 | $44.33 | $1,019,504.90 |
DisclosureSEC source: 0000104918-19-000105 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,865 Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:14 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 4,600 | $40.00 | $184,000.00 |
DisclosureSEC source: 0000104918-19-000061 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,323 Read SEC document |
| March 01, 2019 Filed May 6, 2019 17:52 UTC Amendment | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 4,600 | $40.00 | $184,000.00 |
DisclosureSEC source: 0000104918-19-000089 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,865 F1 · balance_after: The corrected Form 4 is to correct the ending amount of securities owned after transaction. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 23:14 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,500 | $40.60 | $60,900.00 |
DisclosureSEC source: 0000104918-19-000061 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,923 Read SEC document |
| February 28, 2019 Filed May 6, 2019 17:52 UTC Amendment | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,500 | $40.60 | $60,900.00 |
DisclosureSEC source: 0000104918-19-000089 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,465 F1 · balance_after: The corrected Form 4 is to correct the ending amount of securities owned after transaction. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 19:23 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 1,400 | $40.23 | $56,322.00 |
DisclosureSEC source: 0000104918-19-000060 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,423 F1 · shares: 1400 shares of AVA Common Stock gifted to 4 children (350 shares to each child) F2 · price: Share price is closing price of AVA common stock on Wednesday, February 27, 2019 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 19:23 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 18,900 | $40.81 | $771,369.48 |
DisclosureSEC source: 0000104918-19-000060 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,823 Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 20:08 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2019 · Derivative | 35,984 | $40.97 | $1,474,264.48 |
DisclosureSEC source: 0000104918-19-000038 · primary_doc.xml · derivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,984 Underlying: Common Stock · 35,984 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 20:08 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 11,995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000038 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,723 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000035 · primary_doc.xml · derivative · entry 6 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,280 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. F3 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · 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 05, 2019 Filed Feb 7, 2019 19:46 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 1,811 | $41.42 | $75,011.62 |
DisclosureSEC source: 0000104918-19-000035 · primary_doc.xml · nonDerivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,728 F4 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 7,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000035 · primary_doc.xml · nonDerivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,539 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. F3 · 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 |
| February 05, 2019 Filed Feb 7, 2019 19:46 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016 and 2017 Restricted Shares | 2,156 | $41.42 | $89,301.52 |
DisclosureSEC source: 0000104918-19-000035 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,102 F2 · shares: Shares withheld to pay income tax on Restricted Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:46 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2016 and 2017 Restricted Stock Delivered | 8,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000035 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,258 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 18:35 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016, 2017 and 2018 Restricted Stock Award | 960 | $42.80 | $41,088.00 |
DisclosureSEC source: 0000104918-19-000008 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,405 F1 · shares: Shares sold to pay income tax on final 1/3 of 2016, second 1/3 of 2017 and first 1/3 of 2018 restricted shares that vested on January 2, 2019. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 15:47 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 3,300 | $52.78 | $174,174.00 |
DisclosureSEC source: 0000104918-18-000089 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,094 F1 · shares: 3300 shares of AVA common stock gifted to 4 children and 2 grandchildren (275 from both Scott Morris and Lizbeth Morris (550 total) to each child and grandchild. F2 · price: Share price is the closing price of AVA common stock on Thursday, June 14. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 29,438 | $50.08 | $1,474,255.04 |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · derivative · entry 7 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,438 Underlying: Common Stock · 29,438 shares Expires not disclosed F5 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F6 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F6 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · derivative · entry 6 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,280 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. F3 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · 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 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 4,024 | $50.08 | $201,521.92 |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · nonDerivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,394 F4 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 10,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · nonDerivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,418 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. F3 · 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 |
| February 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015, 2016 and 2017 Restricted Stock | 5,228 | $50.08 | $261,818.24 |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,192 F2 · shares: Shares withheld to pay income tax on Restricted Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:20 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2018 Restricted Stock Award | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000040 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,420 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 29,438 | $50.08 | $1,474,255.04 |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · derivative · entry 7 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,438 Underlying: Common Stock · 29,438 shares Expires not disclosed F5 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F6 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F6 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · derivative · entry 6 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,280 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. F3 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F3 · 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 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 4,024 | $50.08 | $201,521.92 |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · nonDerivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,927 F4 · shares: Shares withheld to pay income tax on Performance Shares acquired 02/1/2018. Read SEC document |
| February 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Performance Shares | 10,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · nonDerivative · entry 3 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,951 F3 · 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 |
| February 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015, 2016 and 2017 Restricted Stock | 5,228 | $50.08 | $261,818.24 |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,725 F2 · shares: Shares withheld to pay income tax on Restricted Shares acquired 2-1-18. Read SEC document |
| February 01, 2018 Filed Feb 25, 2019 23:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2018 Restricted Stock Award | 9,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000058 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,953 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period if performance measures are met. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares · Derivative | 26,565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000021 · primary_doc.xml · derivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,565 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 |
| January 11, 2018 Filed Jan 16, 2018 16:37 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 13,641 | $51.62 | $704,148.42 |
DisclosureSEC source: 0000104918-18-000021 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,140 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/11/18. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 39,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000021 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,781 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 |
| December 13, 2017 Filed Dec 13, 2017 23:39 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 5,000 | $51.61 | $258,050.00 |
DisclosureSEC source: 0000104918-17-000147 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,730 F1 · shares: 5000 shares of AVA stock gifted to Gonzaga University F2 · price: Closing price of AVA stock on 12/13/2017 Read SEC document |
| March 16, 2017 Filed Mar 16, 2017 22:27 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 5,000 | $39.05 | $195,250.00 |
DisclosureSEC source: 0000104918-17-000068 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,730 F1 · shares: 5000 shares of AVA stock gifted to Gonzaga University F2 · price: Closing price of AVA stock on 3/16/2017 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 23:02 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares related to CEPS · Derivative | 15,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000048 · primary_doc.xml · derivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman, Pres and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,100 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 02, 2017 Filed Feb 6, 2017 23:02 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 10,262 | $38.42 | $394,266.04 |
DisclosureSEC source: 0000104918-17-000048 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman, Pres and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,730 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/2/17. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 23:02 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 24,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000048 · primary_doc.xml · nonDerivative · entry 1 MORRIS SCOTT L · CIK 0001174957 · Chairman, Pres and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,992 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 |
| February 02, 2017 Filed Feb 6, 2017 22:39 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2017 · Derivative | 39,845 | $38.42 | $1,530,844.90 |
DisclosureSEC source: 0000104918-17-000047 · primary_doc.xml · derivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman, Pres and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,845 Underlying: Common Stock · 39,845 shares Expires not disclosed F3 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F4 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F4 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. 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.