Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | SVP Public Policy APS | August 07, 2026 | August 11, 2026 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | SVP/IS/Customer Engagement | June 01, 2021 | December 17, 2021 |
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.
PINNACLE WEST CAPITAL CORP
Report date August 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,910 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Sale · Disposed 1,800 · Balance 4,910 F1: The total number reported includes 62 additional shares resulting from the Reporting Person's participation in a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The total number reported includes 62 additional shares resulting from the Reporting Person's participation in a dividend reinvestment plan.
Southwest Gas Holdings, Inc.
Report date June 01, 2021 · Filed December 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,791.129 |
Ending reported balance
After 2021-12-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-06-01 · Grant · Acquired 19.976 · Balance 3,751.249 Row 2 · 2021-09-01 · Grant · Acquired 18.877 · Balance 3,770.126 Row 3 · 2021-12-01 · Grant · Acquired 21.003 · Balance 3,791.129 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,276.1683 |
Reported balance
After 2021-06-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-06-01 · Grant · Acquired 97.678 · Balance 3,276.1683 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,364.2364 |
Reported balance
After 2021-09-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2021-09-01 · Grant · Acquired 88.0681 · Balance 3,364.2364 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,461.9564 |
Reported balance
After 2021-12-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2021-12-01 · Grant · Acquired 97.72 · Balance 3,461.9564 |
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 17, 2023 Filed Feb 22, 2023 01:01 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011422 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP, Public Policy, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| December 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 97.72 | $64.99 | $6,350.82 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 6 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 3,461.9564 Read SEC document |
| December 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 21.003 | $64.99 | $1,364.98 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 3 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,791.129 Read SEC document |
| September 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 88.0681 | $71.71 | $6,315.36 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 5 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 3,364.2364 Read SEC document |
| September 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 18.877 | $71.71 | $1,353.67 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,770.126 Read SEC document |
| June 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 97.678 | $67.17 | $6,561.03 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 4 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 3,276.1683 Read SEC document |
| June 01, 2021 Filed Dec 17, 2021 21:10 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 19.976 | $67.17 | $1,341.79 |
DisclosureSEC source: 0001225208-21-015113 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,751.249 Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 00:24 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 125.325 | $60.75 | $7,613.49 |
DisclosureSEC source: 0001225208-21-004760 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,731.273 F1 · shares: Shares withheld to cover tax on Performance Share delivery reported on 2/23/2021. Read SEC document |
| March 01, 2021 Filed Mar 5, 2021 00:24 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 92.8109 | $63.64 | $5,906.49 |
DisclosureSEC source: 0001225208-21-004760 · doc4.xml · nonDerivative · entry 3 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 3,178.4903 Read SEC document |
| March 01, 2021 Filed Mar 5, 2021 00:24 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 20.019 | $63.64 | $1,274.01 |
DisclosureSEC source: 0001225208-21-004760 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,856.598 Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 01:14 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 438.965 | $60.75 | $26,667.12 |
DisclosureSEC source: 0001225208-21-003879 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,836.579 F2 · shares: Performance Shares delivered to the reporting person three years after grant date as a result of satisfaction of performance goals. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 01:14 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,407.407 | $60.75 | $85,499.98 |
DisclosureSEC source: 0001225208-21-003879 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397.614 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of SWX common stock. Restricted stock units vest in three annual installments (40%, 30%, 30%), assuming continued service. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 18:53 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 247.617 | $59.44 | $14,718.35 |
DisclosureSEC source: 0001225208-21-000809 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990.207 Read SEC document |
| December 01, 2020 Filed Jan 1, 2021 02:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 98.513 | $65.28 | $6,430.93 |
DisclosureSEC source: 0001225208-20-015165 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 3,085.6794 Read SEC document |
| December 01, 2020 Filed Jan 1, 2021 02:12 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 13.497 | $65.28 | $881.08 |
DisclosureSEC source: 0001225208-20-015165 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,237.824 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | SaleCommon Stock | 500 | $70.04 | $35,020.95 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 4 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,224.327 Read SEC document |
| September 01, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 86.131 | $61.55 | $5,301.36 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 7 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 2,987.1664 Read SEC document |
| September 01, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 14.183 | $61.55 | $872.96 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 3 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,724.327 Read SEC document |
| June 01, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 88.806 | $75.07 | $6,666.67 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 6 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 2,901.0354 Read SEC document |
| June 01, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 11.541 | $11.54 | $133.19 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710.144 Read SEC document |
| March 02, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 74.842 | $68.47 | $5,124.43 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 5 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 2,812.2294 Read SEC document |
| March 02, 2020 Filed Nov 19, 2020 15:47 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 12.003 | $68.47 | $821.85 |
DisclosureSEC source: 0001225208-20-013683 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,698.603 Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 01:37 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 146.341 | $75.97 | $11,117.53 |
DisclosureSEC source: 0001225208-20-003622 · doc4.xml · nonDerivative · entry 3 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,686.6 Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 01:37 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 519.826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003622 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,832.941 F2 · shares: Performance Shares delivered to the reporting person three years after grant date as a result of satisfaction of performance goals. Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 01:37 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 1,101.751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003622 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313.115 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of SWX common stock. Restricted stock units vest in three annual installments (40%, 30%, 30%), assuming continued service. Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:46 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 150.027 | $76.30 | $11,447.06 |
DisclosureSEC source: 0001225208-20-000928 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,211.364 Read SEC document |
| January 15, 2020 Filed Jan 15, 2020 19:34 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 54.532 | $76.30 | $4,160.79 |
DisclosureSEC source: 0001225208-20-000788 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,361.391 Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 19:34 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | Tax withholdingCommon Stock | 205.526 | $75.97 | $15,613.81 |
DisclosureSEC source: 0001225208-20-000788 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415.923 Read SEC document |
| December 02, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 74.2561 | $75.29 | $5,590.74 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 6 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 2,737.3874 Read SEC document |
| December 02, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 4.364 | $75.29 | $328.57 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 4 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,617.0354 Read SEC document |
| December 02, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 7.263 | $75.29 | $546.83 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 3 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612.6714 Read SEC document |
| September 03, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 58.1009 | $91.48 | $5,315.07 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 5 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 2,663.1313 Read SEC document |
| September 03, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 3.57 | $91.48 | $326.58 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 2 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,605.4084 Read SEC document |
| September 03, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 5.941 | $91.48 | $543.48 |
DisclosureSEC source: 0001225208-19-015320 · doc4.xml · nonDerivative · entry 1 Esparza Jose Luis Jr · CIK 0001781598 · SVP/IS/Customer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,601.8384 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.