Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESCO TECHNOLOGIES INCESE · Entity 3711 | Director | July 17, 2026 | July 20, 2026 |
| EVERSOURCE ENERGYES · Entity 3173 | EVP-Cust Exp & Energy Strategy | August 24, 2026 | August 26, 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.
ESCO TECHNOLOGIES INC
Report date July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 772.3901 |
Reported balance
After 2026-07-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 0.194 · Balance 772.3901 F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Share Units (RSUs) issued in lieu of cash dividends on the RSUs held by the reporting person on the payment date. Each RSU is the economic equivalent of one share of Common Stock. A portion of the RSU representing dividends on unvested shares becomes payable in Common Stock and/or cash when the underlying shares vest, or concurrently with the distribution of the underlying shares if the reporting person has so designated. Any remaining RSUs become payable in common stock upon, or at the election of the reporting person in installments beginning upon, the termination of the reporting person's service as a director or such earlier time as the reporting person may have designated.
EVERSOURCE ENERGY
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 7,556 |
Last balance in matching sequence
After 2026-08-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-24 · Sale · Disposed 1,500 · Balance 9,056 F1: Includes restricted share units and dividend equivalents thereon. Row 2 · 2026-08-25 · Sale · Disposed 1,500 · Balance 7,556 F1: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectBy 401k Plan Trustee | 1,226 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,226 F2: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 17,511 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 17,511 F3: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted share units and dividend equivalents thereon.
F2: Shares held in trust under the Eversource 401k Plan, a qualified plan, according to information supplied by the Plan's record keeper.
F3: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11.
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 09, 2021 Filed Aug 10, 2021 17:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | OtherPhantom Shares · Derivative | 7,117 | $88.95 | $633,057.15 |
DisclosureSEC source: 0001127602-21-023440 · form4.xml · derivative · entry 3 Conner Penelope M · CIK 0001862314 · EVP-Cust Exp & Energy Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,177 Underlying: Common Shares, $5.00 par value · 7,117 shares Expires not disclosed F3 · derivative.exercise_price: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.exercise_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.expiration_date: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. F3 · derivative.underlying_shares: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified deferred compensation plan, that is nominally invested as common shares. Each phantom share represents the right to receive one Eversource Energy common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents exempt from the line item reporting under SEC Rule 16a-11. Shares of phantom stock may be transferred by the reporting person into an alternative investment at any time. 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.