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 |
|---|---|---|---|---|---|---|
| February 02, 2017 Filed Feb 6, 2017 22:39 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2014, 2105 and 2016 Restricted Stock | 5,828 | $38.42 | $223,911.76 |
DisclosureSEC source: 0000104918-17-000047 · 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: 174,530 F2 · shares: Shares sold to pay income taxes on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on February 2, 2017. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 22:39 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2017 Restricted Stock Award | 13,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000047 · 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: 180,358 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 |
| February 02, 2017 Filed Feb 25, 2019 22:52 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2017 · Derivative | 39,845 | $38.42 | $1,530,844.90 |
DisclosureSEC source: 0000104918-19-000057 · 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 |
| February 02, 2017 Filed Feb 25, 2019 22:52 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2014, 2015 and 2016 Restricted Stock | 5,828 | $38.42 | $223,911.76 |
DisclosureSEC source: 0000104918-19-000057 · 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: 173,923 F2 · shares: Share withheld to pay income tax on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on February 2, 2017. Read SEC document |
| February 02, 2017 Filed Feb 25, 2019 22:52 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - 2017 Restricted Stock Award | 13,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000057 · 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: 179,751 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 09, 2017 Filed Jan 11, 2017 21:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares · Derivative | 30,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000018 · primary_doc.xml · derivative · entry 4 MORRIS SCOTT L · CIK 0001174957 · Chairman President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,200 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 09, 2017 Filed Jan 11, 2017 21:14 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 11,491 | $39.02 | $448,378.82 |
DisclosureSEC source: 0000104918-17-000018 · primary_doc.xml · nonDerivative · entry 2 MORRIS SCOTT L · CIK 0001174957 · Chairman President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,471 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/09/17. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 35,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000018 · 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: 177,962 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.