Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everus Construction Group, Inc.ECG · Entity 3815 | Director | August 31, 2026 | September 01, 2026 |
| MDU RESOURCES GROUP INCMDU · Entity 4030 | Director | March 12, 2024 | March 13, 2024 |
| WGL HOLDINGS INCWGL · Entity 162804 | Director | July 06, 2018 | July 10, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Everus Construction Group, Inc.
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,582 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 203 · Balance 13,582 F1: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors.
MDU RESOURCES GROUP INC
Report date March 12, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,499 |
Reported balance
After 2024-03-12 transaction · row 1
1 source rowRow 1 · 2024-03-12 · Purchase · Acquired 375 · Balance 16,499 |
WGL HOLDINGS INC
Report date July 06, 2018 · Filed July 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-06 transaction · row 1
1 source rowRow 1 · 2018-07-06 · Disposition to issuer · Disposed 3,891.4603 · Balance 0 F1: Effective July 6, 2018, pursuant to the Agreement and Plan of Merger among WGL Holdings Inc. (the "Company"), AltaGas Ltd. and Wrangler, Inc. ("Wrangler"), Wrangler merged with and into the Company, with the Company as the surviving entity (the "Merger"). Pursuant to the Merger, each share of Company common stock was converted into the right to receive $88.25 per share. |
| Common StockSEC Table I · non-derivative | IndirectBy Robert Rosenthal Marital Trust | 0 |
Reported balance
After 2018-07-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-07-06 · Disposition to issuer · Disposed 800 · Balance 0 F1: Effective July 6, 2018, pursuant to the Agreement and Plan of Merger among WGL Holdings Inc. (the "Company"), AltaGas Ltd. and Wrangler, Inc. ("Wrangler"), Wrangler merged with and into the Company, with the Company as the surviving entity (the "Merger"). Pursuant to the Merger, each share of Company common stock was converted into the right to receive $88.25 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective July 6, 2018, pursuant to the Agreement and Plan of Merger among WGL Holdings Inc. (the "Company"), AltaGas Ltd. and Wrangler, Inc. ("Wrangler"), Wrangler merged with and into the Company, with the Company as the surviving entity (the "Merger"). Pursuant to the Merger, each share of Company common stock was converted into the right to receive $88.25 per share.
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 31, 2026 Filed Sep 1, 2026 16:19 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 203 | $128.99 | $26,184.97 |
DisclosureSEC source: 0001225208-26-007446 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,582 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:59 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 169 | $154.72 | $26,147.68 |
DisclosureSEC source: 0001225208-26-005685 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,379 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| May 12, 2026 Filed May 13, 2026 21:05 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 1,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005242 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,210 F1 · shares: Represents restricted stock units (RSUs) that vest on the date of the issuer's 2027 annual meeting of stockholders, provided that the reporting person remains in continuous service with the issuer through the vesting date. Each RSU represents the contingent right to receive one share of the issuer's common stock. Pursuant to the issuer's Deferred Compensation Plan for Directors, as amended and restated to date, the reporting person has elected to defer receipt of the shares of common stock issuable upon vesting of the RSUs until the reporting person's separation from service as a director. The deferred amounts will convert into an equivalent number of phantom stock units with dividend equivalent accruals (investment units). After the reporting person's separation from service as a director, the accumulated investment units will be converted into (and settled in) an equivalent number of shares of the issuer's common stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:28 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 125 | $104.90 | $13,112.50 |
DisclosureSEC source: 0001225208-26-003031 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,026 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 22:14 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 144 | $90.87 | $13,085.28 |
DisclosureSEC source: 0001225208-25-009523 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,901 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:28 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 216 | $60.71 | $13,113.36 |
DisclosureSEC source: 0001225208-25-006250 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,757 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:31 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005428 · doc4.xml · nonDerivative · entry 2 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,541 F2 · shares: Represents shares of common stock granted to the reporting person for service on the issuer's board of directors from January 1, 2025 to May 20, 2025, which shares were fully vested upon grant. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:31 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 3,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005428 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,258 F1 · shares: Represents restricted stock units (RSUs) that vest on May 20, 2026, provided that the reporting person remains in continuous service with the issuer through the vesting date. Each RSU represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 20:56 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 353 | $37.09 | $13,092.77 |
DisclosureSEC source: 0001225208-25-003779 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,889 F1 · shares: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 21:14 UTC | Everus Construction Group, Inc. ECG · Entity 3815 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010252 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,536 F1 · shares: Represents the annual common stock grant to non-employee directors pursuant to the issuer's Long-Term Performance-Based Incentive Plan, which shares were fully vested upon grant. F2 · balance_after: Includes 4,124 shares that were received by the reporting person in connection with the separation and distribution transaction that became effective on October 31, 2024, pursuant to which the issuer was spun-off from its former parent company, MDU Resources Group, Inc. ("MDU Resources"), and MDU Resources' stockholders, including the reporting person, received one share of the issuer's common stock for every four shares of MDU Resources common held as of such time, subject to the payment of cash in lieu of fractional shares of the issuer's common stock. Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 21:31 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 375 | $22.55 | $8,456.25 |
DisclosureSEC source: 0001225208-24-004203 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,499 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 20:44 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 8,008 | $18.73 | $149,989.84 |
DisclosureSEC source: 0001225208-23-010309 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,124 Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 21:57 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 4,896 | $30.64 | $149,998.75 |
DisclosureSEC source: 0001225208-22-011857 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,116 Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 21:58 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 3,220 | $28.98 | $93,309.16 |
DisclosureSEC source: 0001225208-21-013935 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,220 Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 18:20 UTC | WGL HOLDINGS INC WGL · Entity 162804 | Disposition to issuerCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042210 · doc4.xml · nonDerivative · entry 2 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Robert Rosenthal Marital Trust Disclosed balance after: 0 F1 · price: Effective July 6, 2018, pursuant to the Agreement and Plan of Merger among WGL Holdings Inc. (the "Company"), AltaGas Ltd. and Wrangler, Inc. ("Wrangler"), Wrangler merged with and into the Company, with the Company as the surviving entity (the "Merger"). Pursuant to the Merger, each share of Company common stock was converted into the right to receive $88.25 per share. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 18:20 UTC | WGL HOLDINGS INC WGL · Entity 162804 | Disposition to issuerCommon Stock | 3,891.4603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042210 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Effective July 6, 2018, pursuant to the Agreement and Plan of Merger among WGL Holdings Inc. (the "Company"), AltaGas Ltd. and Wrangler, Inc. ("Wrangler"), Wrangler merged with and into the Company, with the Company as the surviving entity (the "Merger"). Pursuant to the Merger, each share of Company common stock was converted into the right to receive $88.25 per share. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:07 UTC | WGL HOLDINGS INC WGL · Entity 162804 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001898 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,027.0488 F1 · shares: Represents a share award pursuant to the Company's Directors' Stock Compensation Plan in a transaction exempt under Rule 16b-3, for which the reporting person has elected to defer receipt of the shares and payment of the shares shall be made in a lump sum within 30 days after retirement from the Board of Directors, or death, whichever occurs first, pursuant to the Deferred Compensation Plan for Outside Directors. F2 · balance_after: Includes additional shares of deferred stock issued pursuant to dividend reinvestment under the Deferred Compensation Plan for Outside Directors. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 13:32 UTC | WGL HOLDINGS INC WGL · Entity 162804 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001759 · doc4.xml · nonDerivative · entry 1 Rosenthal Dale · CIK 0001620924 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999.0536 F1 · shares: Represents a share award pursuant to the Company's Directors' Stock Compensation Plan in a transaction exempt under Rule 16b-3, for which the reporting person has elected to defer receipt of the shares and payment shall be made in a lump sum within 30 days after retirement from the Board of Directors, or death, whichever occurs first, pursuant to the Deferred Compensation Plan for Outside Directors. 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.