Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEFINED ASSET FUNDS MUNICIPAL INVT TR FD MON PYMT SER 156NWN · Entity 75817 | VP, Treas, Controller & CAO | September 02, 2025 | September 04, 2025 |
| NORTHWEST NATURAL GAS CONWN · Entity 164055 | VP, Treas., CAO & Controller | March 01, 2018 | March 05, 2018 |
| Northwest Natural Holding CoNWN · Entity 2245 | VP, Treas, Controller & CAO | September 01, 2026 | September 03, 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.
DEFINED ASSET FUNDS MUNICIPAL INVT TR FD MON PYMT SER 156
Report date September 02, 2025 · Filed September 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,364 |
Reported balance
After 2025-09-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-09-02 · Tax withholding · Disposed 364 · Balance 12,364 F1: Shares were withheld by Issuer to cover withholding taxes on issuance of time-based restricted stock units which vested on September 1, 2025. F2: Includes 2,172 time-based restricted stock units granted under Issuer's Long Term Incentive Plan. The restricted stock units vest in two equal installments on each of September 1, 2026 and 2027. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 6,902.394 |
Reported balance
Holding disclosure · report date 2025-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,902.394 F3: Shares have been credited to the reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 205.153 |
Reported balance
Holding disclosure · report date 2025-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 205.153 F4: Shares held in reporting person's account under Northwest Natural Gas Company's Retirement K Savings Plan as of August 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by Issuer to cover withholding taxes on issuance of time-based restricted stock units which vested on September 1, 2025.
F2: Includes 2,172 time-based restricted stock units granted under Issuer's Long Term Incentive Plan. The restricted stock units vest in two equal installments on each of September 1, 2026 and 2027.
F3: Shares have been credited to the reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.
F4: Shares held in reporting person's account under Northwest Natural Gas Company's Retirement K Savings Plan as of August 15, 2025.
NORTHWEST NATURAL GAS CO
Report date March 01, 2018 · Filed March 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,473 |
Ending reported balance
After 2018-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-01 · Tax withholding · Disposed 165 · Balance 3,754 F1: Shares were withheld by the issuer to cover withholding taxes on issuance of shares due to vesting of restricted stock units. Organization and Executive Compensation Committee certification of satisfaction of the performance threshold and vesting for these restricted stock units was reported on Form 4 filed on February 23, 2018. Row 2 · 2018-03-01 · Tax withholding · Disposed 281 · Balance 3,473 F2: Shares were withheld by the issuer to cover withholding taxes on issuance of performance shares. Organization and Executive Compensation Committee certification of the payout of these performance shares was reported on Form 4 filed on February 23, 2018. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 440.578 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 440.578 F3: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 153.162 |
Reported balance
Holding disclosure · report date 2018-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 153.162 F4: Shares held in the reporting person's account under issuer's Retirement K Savings Plan as of February 28, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by the issuer to cover withholding taxes on issuance of shares due to vesting of restricted stock units. Organization and Executive Compensation Committee certification of satisfaction of the performance threshold and vesting for these restricted stock units was reported on Form 4 filed on February 23, 2018.
F2: Shares were withheld by the issuer to cover withholding taxes on issuance of performance shares. Organization and Executive Compensation Committee certification of the payout of these performance shares was reported on Form 4 filed on February 23, 2018.
F3: Shares have been credited to reporting person's account under issuer's Deferred Compensation Plan for Directors and Executives.
F4: Shares held in the reporting person's account under issuer's Retirement K Savings Plan as of February 28, 2018.
Northwest Natural Holding Co
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,606 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 341 · Balance 13,606 F1: Shares were withheld by Issuer to cover withholding taxes on issuance of shares due to vesting of time-based restricted stock units on September 1, 2026. F2: Includes 1,086 time-based restricted stock units granted under Issuer's Long Term Incentive Plan. The restricted stock units vest in one installment on September 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 7,181.954 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,181.954 F3: Shares have been credited to the reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 213.397 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 213.397 F4: Shares held in reporting person's account under Northwest Natural Gas Company's Retirement K Savings Plan as of August 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by Issuer to cover withholding taxes on issuance of shares due to vesting of time-based restricted stock units on September 1, 2026.
F2: Includes 1,086 time-based restricted stock units granted under Issuer's Long Term Incentive Plan. The restricted stock units vest in one installment on September 1, 2027.
F3: Shares have been credited to the reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.
F4: Shares held in reporting person's account under Northwest Natural Gas Company's Retirement K Savings Plan as of August 31, 2026.
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 22, 2017 Filed Feb 24, 2017 20:20 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | GrantCommon Stock | 1,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009108 · doc1.xml · nonDerivative · entry 3 WILSON BRODY J · CIK 0001571275 · CFO, Treas., CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,117 F4 · shares: Shares are issuable as a result of satisfaction of performance goals for 2014-2016 under a performance share award. Organization and Executive Compensation Committee certification of the award payout level occurred on the transaction date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:20 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009108 · doc1.xml · nonDerivative · entry 2 WILSON BRODY J · CIK 0001571275 · CFO, Treas., CAO & Controller 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 180 F2 · shares: Shares are issuable as a result of satisfaction of the performance threshold for 2016 under restricted stock unit awards, and credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives pursuant to a prior election. Organization and Executive Compensation Committee certification of the satisfaction of the performance threshold occurred on the transaction date. F3 · ownership.nature: Reflects shares that have been credited to reporting person's account under the issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:20 UTC | NORTHWEST NATURAL GAS CO NWN · Entity 164055 | GrantCommon Stock | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009108 · doc1.xml · nonDerivative · entry 1 WILSON BRODY J · CIK 0001571275 · CFO, Treas., CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,838 F1 · shares: Shares are issuable as a result of satisfaction of the performance threshold for 2016 under restricted stock unit awards. Organization and Executive Compensation Committee certification of the satisfaction of the performance threshold occurred on the transaction date. 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.