Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Knife River CorpKNF · Entity 4128 | Director · Chair of the Board | May 10, 2023 | May 10, 2023 |
| MDU RESOURCES GROUP INCMDU · Entity 4030 | Director | January 05, 2024 | February 16, 2024 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | Director | October 01, 2026 | October 05, 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.
Knife River Corp
Report date May 10, 2023 · Filed May 10, 2023
This filing explicitly reported no securities owned.
MDU RESOURCES GROUP INC
Report date January 05, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 595,557.823 |
Ending reported balance
After 2024-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-05 · Disposition to issuer · Disposed 99,649 · Balance 642,907.823 F1: The reporting person retired as president and chief executive officer of the issuer on January 5, 2024, but remained a member of the issuer's board of directors. In accordance with forfeiture provisions of the underlying grant agreement, 99,649 restricted stock units were forfeited on January 5, 2024 with respect to the grant made on February 16, 2023. Row 2 · 2024-02-15 · Tax withholding · Disposed 47,350 · Balance 595,557.823 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. |
| Common Stock - 401(k)SEC Table I · non-derivative | IndirectBy Trustee | 16,042.4571 |
Reported balance
Holding disclosure · report date 2024-01-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,042.4571 F3: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person retired as president and chief executive officer of the issuer on January 5, 2024, but remained a member of the issuer's board of directors. In accordance with forfeiture provisions of the underlying grant agreement, 99,649 restricted stock units were forfeited on January 5, 2024 with respect to the grant made on February 16, 2023.
F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award.
F3: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund.
NorthWestern Energy Group, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,172 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 548 · Balance 6,172 F1: Fourth quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Fourth quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:21 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 548 | $68.38 | $37,472.24 |
DisclosureSEC source: 0001428704-26-000008 · wk-form4_1791235259.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,172 F1 · shares: Fourth quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 15:28 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 524 | $71.62 | $37,528.88 |
DisclosureSEC source: 0001428704-26-000006 · wk-form4_1783956522.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,624 F1 · shares: Third quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| April 07, 2026 Filed Apr 7, 2026 16:57 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 569 | $65.94 | $37,519.86 |
DisclosureSEC source: 0001428704-26-000004 · wk-form4_1775581060.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,100 F1 · shares: Second quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:37 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 581 | $64.54 | $37,497.74 |
DisclosureSEC source: 0001428704-26-000002 · wk-form4_1767735429.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,531 F1 · shares: First quarter stock grant for 2026 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| October 06, 2025 Filed Oct 7, 2025 14:08 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 640 | $58.61 | $37,510.40 |
DisclosureSEC source: 0001428704-25-000006 · wk-form4_1759846083.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,950 F1 · shares: Fourth quarter stock grant for 2025 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| July 01, 2025 Filed Jul 7, 2025 22:23 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 731 | $51.30 | $37,500.30 |
DisclosureSEC source: 0001993004-25-000117 · wk-form4_1751927008.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,310 F1 · shares: Third quarter stock grant for 2025 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 19:25 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 648 | $57.87 | $37,499.76 |
DisclosureSEC source: 0001993004-25-000079 · wk-form4_1744053937.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,579 F1 · shares: Second quarter stock grant for 2025 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| January 06, 2025 Filed Jan 6, 2025 17:31 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 702 | $53.46 | $37,528.92 |
DisclosureSEC source: 0001993004-25-000004 · wk-form4_1736184690.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,931 F1 · shares: First quarter stock grant for 2025 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 17:21 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 1,229 | $54.39 | $66,845.31 |
DisclosureSEC source: 0001993004-24-000114 · wk-form4_1733332877.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229 F1 · shares: Includes 1,000 shares for the initial stock grant provided to each new board member and 229 shares for a pro-rata portion of the 2024 annual board retainer provided to each board member. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 47,350 | $20.85 | $987,247.50 |
DisclosureSEC source: 0001225208-24-002328 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595,557.823 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| January 05, 2024 Filed Feb 16, 2024 22:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Disposition to issuerCommon Stock | 99,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002328 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 642,907.823 F1 · shares: The reporting person retired as president and chief executive officer of the issuer on January 5, 2024, but remained a member of the issuer's board of directors. In accordance with forfeiture provisions of the underlying grant agreement, 99,649 restricted stock units were forfeited on January 5, 2024 with respect to the grant made on February 16, 2023. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 16:47 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 52,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006380 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 606,680.823 F2 · shares: Represents restricted stock units that vest on December 31, 2023, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 16:47 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 71,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006380 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,219.823 F1 · shares: Represents restricted stock units that vest on December 31, 2024, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 31,095 | $31.16 | $968,920.20 |
DisclosureSEC source: 0001225208-23-002406 · doc4.xml · nonDerivative · entry 3 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,279.823 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 75,369 | $31.16 | $2,348,498.04 |
DisclosureSEC source: 0001225208-23-002406 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,374.823 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 105,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002406 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,005.823 F1 · shares: Represents restricted stock units that vest on December 31, 2025, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 55,224 | $27.73 | $1,531,361.52 |
DisclosureSEC source: 0001225208-22-002961 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,841.823 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 133,980 | $27.73 | $3,715,265.40 |
DisclosureSEC source: 0001225208-22-002961 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,065.823 Read SEC document |
| February 17, 2022 Filed Feb 28, 2022 22:12 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 26,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003560 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,812.823 F2 · shares: Represents restricted stock units that vest on December 31, 2024, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| November 29, 2021 Filed Jan 13, 2022 21:01 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GiftCommon Stock | 141,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000726 · doc5.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,666.603 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 47,783 | $27.35 | $1,306,865.05 |
DisclosureSEC source: 0001225208-21-002538 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,666.603 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:43 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 117,690 | $27.35 | $3,218,821.50 |
DisclosureSEC source: 0001225208-21-002538 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,449.603 Read SEC document |
| February 11, 2021 Filed Feb 28, 2022 22:12 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 25,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003560 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,557.823 F1 · shares: Represents restricted stock units that vest on December 31, 2023, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 12, 2020 Filed May 13, 2020 16:48 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 5,000 | $20.16 | $100,820.00 |
DisclosureSEC source: 0001225208-20-007548 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,759.603 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:48 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 3,764 | $31.63 | $119,055.32 |
DisclosureSEC source: 0001225208-20-002594 · doc4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,759.603 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:48 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 14,234 | $31.63 | $450,221.42 |
DisclosureSEC source: 0001225208-20-002594 · doc4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,523.603 Read SEC document |
| May 30, 2019 Filed May 31, 2019 18:58 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 1,824 | $24.45 | $44,596.80 |
DisclosureSEC source: 0001127602-19-020281 · form4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,289.603 Read SEC document |
| May 30, 2019 Filed May 31, 2019 18:58 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 3,176 | $24.45 | $77,637.32 |
DisclosureSEC source: 0001127602-19-020281 · form4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,465.603 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 51,289 | $26.25 | $1,346,336.25 |
DisclosureSEC source: 0001127602-19-006713 · form4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,289.603 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:24 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 138,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006713 · form4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,578.603 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:22 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 37,389 | $27.48 | $1,027,449.72 |
DisclosureSEC source: 0001127602-18-007203 · form4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,155.407 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:22 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 103,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007203 · form4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,544.407 Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 14:27 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 5,000 | $25.57 | $127,870.00 |
DisclosureSEC source: 0001127602-17-025521 · form4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,209.798 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:44 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 6,736 | $26.37 | $177,628.32 |
DisclosureSEC source: 0001127602-17-007306 · form4.xml · nonDerivative · entry 2 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,936.272 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:44 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 22,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007306 · form4.xml · nonDerivative · entry 1 Goodin David L · CIK 0001428704 · Director · Pres. and CEO-MDU Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,672.272 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.