Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Midland States Bancorp, Inc.MSBI · Entity 5253 | Director | June 30, 2024 | July 02, 2024 |
| NORTHWESTERN CORPNWE · Entity 112257 | Director | May 09, 2023 | May 11, 2023 |
| 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.
Midland States Bancorp, Inc.
Report date June 30, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,660 |
Reported balance
After 2024-06-30 transaction · row 1
1 source rowRow 1 · 2024-06-30 · Grant · Acquired 1,987 · Balance 5,660 |
NORTHWESTERN CORP
Report date May 09, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,833 |
Reported balance
After 2023-05-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-09 · Grant · Acquired 2,833 · Balance 2,833 F1: Closing stock price on May 1, 2023. F2: Includes 1,000 shares for the initial stock grant provided to each new board member and 1,833 shares for a pro-rata portion of the 2023 annual board retainer provided to each board member. |
Filing footnotes · ownership attribution and instrument terms
F1: Closing stock price on May 1, 2023.
F2: Includes 1,000 shares for the initial stock grant provided to each new board member and 1,833 shares for a pro-rata portion of the 2023 annual board retainer provided to each board member.
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 | 10,526 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 548 · Balance 10,526 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 21:22 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 548 | $68.38 | $37,472.24 |
DisclosureSEC source: 0001931208-26-000008 · wk-form4_1791235322.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,526 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 15:27 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 524 | $71.62 | $37,528.88 |
DisclosureSEC source: 0001931208-26-000006 · wk-form4_1783956457.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,978 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 16:59 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 569 | $65.94 | $37,519.86 |
DisclosureSEC source: 0001931208-26-000004 · wk-form4_1775581160.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,454 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 21:38 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 581 | $64.54 | $37,497.74 |
DisclosureSEC source: 0001931208-26-000002 · wk-form4_1767735498.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,885 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 14:09 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 640 | $58.61 | $37,510.40 |
DisclosureSEC source: 0001931208-25-000012 · wk-form4_1759846197.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,304 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 9, 2025 17:03 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 731 | $51.30 | $37,500.30 |
DisclosureSEC source: 0001931208-25-000005 · wk-form4_1752080598.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,664 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 19:21 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 648 | $57.87 | $37,499.76 |
DisclosureSEC source: 0001993004-25-000075 · wk-form4_1744053686.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,933 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 17:30 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 702 | $53.46 | $37,528.92 |
DisclosureSEC source: 0001993004-25-000002 · wk-form4_1736184631.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,285 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 |
| October 01, 2024 Filed Oct 2, 2024 21:39 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 688 | $57.22 | $39,367.36 |
DisclosureSEC source: 0001993004-24-000095 · wk-form4_1727905146.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,583 F1 · shares: Fourth quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| July 02, 2024 Filed Jul 2, 2024 20:19 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 688 | $50.08 | $34,455.04 |
DisclosureSEC source: 0001993004-24-000052 · wk-form4_1719951572.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,895 F1 · shares: Third quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:51 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | GrantCommon Stock | 1,987 | $22.65 | $45,005.55 |
DisclosureSEC source: 0001593968-24-000937 · primary_01.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,660 Read SEC document |
| April 02, 2024 Filed Apr 2, 2024 20:02 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 687 | $50.93 | $34,988.91 |
DisclosureSEC source: 0000073088-24-000069 · wk-form4_1712088130.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,207 F1 · shares: Second quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 21:35 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | Exercise / conversionRestricted Stock Unit · Derivative | 2,009 | $25.13 | $50,486.17 |
DisclosureSEC source: 0001593968-24-000523 · primary_01.xml · derivative · entry 2 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,009 shares Expires not disclosed 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 · derivative.exercise_price: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.exercise_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.expiration_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 21:35 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | Exercise / conversionCommon Stock | 2,009 | $25.13 | $50,486.17 |
DisclosureSEC source: 0001593968-24-000523 · primary_01.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,673 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. Read SEC document |
| January 08, 2024 Filed Jan 8, 2024 18:14 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 687 | $50.89 | $34,961.43 |
DisclosureSEC source: 0000073088-24-000006 · wk-form4_1704737641.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,520 F1 · security: On October 2, 2023, NorthWestern Corporation ("NW Corp") implemented a holding company reorganization pursuant to which (a) NorthWestern Energy Group, Inc. ("NWE"), became the successor issuer to NW Corp pursuant to 12g-3(a) of the Securities Exchange Act of 1934, and (b) all shares of outstanding NW Corp common stock automatically converted to shares of NWE common stock. F2 · shares: First quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 15:48 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | GrantRestricted Stock Unit · Derivative | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-23-001071 · primary_01.xml · derivative · entry 2 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,009 Underlying: Common Stock · 2,009 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.exercise_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.expiration_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-term incentive plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31 the year following grant and vested shares will be delivered to the reporting person within 30 days of vesting. Read SEC document |
| May 09, 2023 Filed May 11, 2023 10:53 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,833 | $58.94 | $166,977.02 |
DisclosureSEC source: 0000073088-23-000108 · wk-form4_1683816810.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,833 F1 · price: Closing stock price on May 1, 2023. F2 · balance_after: Includes 1,000 shares for the initial stock grant provided to each new board member and 1,833 shares for a pro-rata portion of the 2023 annual board retainer provided to each board member. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 18:25 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | Exercise / conversionRestricted Stock Unit · Derivative | 1,664 | $21.42 | $35,642.88 |
DisclosureSEC source: 0001593968-23-000546 · primary_01.xml · derivative · entry 2 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,664 shares Expires not disclosed 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 · derivative.exercise_price: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.exercise_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.expiration_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 18:25 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | Exercise / conversionCommon Stock | 1,664 | $21.42 | $35,642.88 |
DisclosureSEC source: 0001593968-23-000546 · primary_01.xml · nonDerivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,664 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. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:26 UTC | Midland States Bancorp, Inc. MSBI · Entity 5253 | GrantRestricted Stock Unit · Derivative | 1,664 | $24.04 | $40,002.56 |
DisclosureSEC source: 0001593968-22-001186 · primary_01.xml · derivative · entry 1 Edwards Sherina M. · CIK 0001931208 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,664 Underlying: Common Stock · 1,664 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.exercise_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. F1 · derivative.expiration_date: Represents restricted stock units acquired by the reporting person under the 2019 Long-Term Incentive Plan on the grant date. Each restricted stock unit is the contingent right to receive one share of Issuer common stock. Restricted stock units vest on March 31, 2023 and vested shares will be delivered to the reporting person within 30 days of vesting. 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.