Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Director | September 01, 2026 | September 02, 2026 |
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 | 20,977 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 44 · Balance 20,977 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.
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 18:29 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 44 | $37.16 | $1,635.04 |
DisclosureSEC source: 0000104918-26-000069 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,977 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 22:04 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,538 | $40.98 | $144,987.24 |
DisclosureSEC source: 0000104918-26-000055 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,933 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 |
| September 02, 2025 Filed Sep 4, 2025 14:12 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 91 | $36.54 | $3,325.14 |
DisclosureSEC source: 0000104918-25-000082 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,395 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 16:25 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,232 | $41.76 | $134,968.32 |
DisclosureSEC source: 0000104918-25-000069 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,304 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 |
| September 03, 2024 Filed Sep 4, 2024 19:03 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 43 | $38.64 | $1,661.52 |
DisclosureSEC source: 0000104918-24-000078 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,072 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 |
| May 03, 2024 Filed May 7, 2024 16:30 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 3,533 | $36.79 | $129,979.07 |
DisclosureSEC source: 0000104918-24-000061 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,029 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 |
| September 01, 2023 Filed Sep 6, 2023 16:40 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 50 | $33.29 | $1,664.50 |
DisclosureSEC source: 0000104918-23-000088 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,496 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 |
| May 15, 2023 Filed May 17, 2023 17:31 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,839 | $44.02 | $124,972.78 |
DisclosureSEC source: 0000104918-23-000067 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,446 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 |
| September 01, 2022 Filed Sep 2, 2022 17:01 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 123 | $40.63 | $4,997.49 |
DisclosureSEC source: 0000104918-22-000082 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,607 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 16, 2022 Filed May 18, 2022 21:04 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,564 | $42.89 | $109,969.96 |
DisclosureSEC source: 0000104918-22-000064 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,484 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 |
| September 01, 2021 Filed Sep 1, 2021 22:17 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 159 | $41.85 | $6,654.15 |
DisclosureSEC source: 0000104918-21-000059 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,920 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 |
| May 13, 2021 Filed May 14, 2021 17:44 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 1,969 | $45.69 | $89,963.61 |
DisclosureSEC source: 0000104918-21-000042 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 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 |
| May 14, 2020 Filed May 15, 2020 17:33 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 2,475 | $36.35 | $89,966.25 |
DisclosureSEC source: 0000104918-20-000078 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,792 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 |
| December 11, 2019 Filed Dec 12, 2019 20:14 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 317 | $47.21 | $14,965.57 |
DisclosureSEC source: 0000104918-19-000160 · primary_doc.xml · nonDerivative · entry 1 Philipps Jeffry L. · CIK 0001781228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on December 10, 2019. F2 · shares: Shares issued as part 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 December 10, 2019. 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.