Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Senior Vice President | March 11, 2020 | March 12, 2020 |
| MDU RESOURCES GROUP INCMDU · Entity 4030 | Director | September 30, 2026 | October 02, 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.
AVISTA CORP
Report date March 11, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,079 |
Reported balance
After 2020-03-11 transaction · row 1
1 source rowRow 1 · 2020-03-11 · Gift · Disposed 880 · Balance 73,079 F1: Gift of 880 shares of AVA Common Stock to daughters; 590 shares to Margaret Donnelly and 290 shares to Annie Durkin. F2: Closing price of AVA stock on March 11, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Gift of 880 shares of AVA Common Stock to daughters; 590 shares to Margaret Donnelly and 290 shares to Annie Durkin.
F2: Closing price of AVA stock on March 11, 2020.
MDU RESOURCES GROUP INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,848 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 172 · Balance 11,848 F1: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 01:06 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-008065 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,848 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 01:22 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 152 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006307 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,676 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:25 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004136 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,524 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:46 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000029 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,367 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 22:06 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 7,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009218 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,203 Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 22:13 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008199 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,929 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:54 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006246 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,747 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 21:25 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003783 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,572 F1 · kind: Pursuant to the issuer's director compensation policy, the reporting person elected to receive common stock in lieu of the cash compensation retainer for service on the issuer's board of directors. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 13:40 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010054 · doc4.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,407 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 18:35 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 880 | $48.01 | $42,248.80 |
DisclosureSEC source: 0000104918-20-000062 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,079 F1 · shares: Gift of 880 shares of AVA Common Stock to daughters; 590 shares to Margaret Donnelly and 290 shares to Annie Durkin. F2 · price: Closing price of AVA stock on March 11, 2020. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 3,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000040 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,300 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:54 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 1,608 | $49.49 | $79,579.92 |
DisclosureSEC source: 0000104918-20-000040 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,959 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 4,992 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000040 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,567 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 16:47 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 7,156 | $51.15 | $366,029.40 |
DisclosureSEC source: 0000104918-20-000020 · primary_doc.xml · derivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,156 Underlying: Common Stock · 7,156 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 16:47 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 2,385 | $51.15 | $121,992.75 |
DisclosureSEC source: 0000104918-20-000020 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,967 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 869 | $47.47 | $41,251.43 |
DisclosureSEC source: 0000104918-20-000003 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,546 F1 · shares: Shares sold to pay income tax on final 1/3 of 2017, second 1/3 of 2018 and first 1/3 of 2019 restricted shares that vested on January 2, 2020. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 15:59 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 10,000 | $46.76 | $467,608.00 |
DisclosureSEC source: 0000104918-19-000156 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,451 Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 16:55 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 1,000 | $48.14 | $48,140.00 |
DisclosureSEC source: 0000104918-19-000134 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,451 F1 · shares: Gift of 1000 shares of AVA common stock to Vanessa Behan Crisis Nursery F2 · price: Closing price of AVA stock on September 4, 2019 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 15:40 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 10,004 | $44.11 | $441,275.44 |
DisclosureSEC source: 0000104918-19-000114 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,451 Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 18:07 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 1,500 | $40.74 | $61,110.00 |
DisclosureSEC source: 0000104918-19-000059 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,455 F1 · shares: Gift of 1500 shares of AVA common stock to daughters; 1000 shares to Margaret Donnelly and 500 shares to Annie Durkin. F2 · price: Closing price of AVA stock on February 26, 2019. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 21:48 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2019 · Derivative | 8,937 | $40.97 | $366,148.89 |
DisclosureSEC source: 0000104918-19-000041 · primary_doc.xml · derivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,937 Underlying: Common Stock · 8,937 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 21:48 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 2,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000041 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,955 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 3,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000025 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,300 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:17 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 446 | $41.42 | $18,473.32 |
DisclosureSEC source: 0000104918-19-000025 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,976 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,848 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000025 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,422 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:47 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016, 2017 and 2018 Restricted Stock Award | 896 | $42.80 | $38,348.80 |
DisclosureSEC source: 0000104918-19-000003 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,574 F1 · shares: Shares sold to pay income tax on final 1/3 of 2016, second 1/3 of 2017 and first 1/3 of 2018 restricted shares that vested on January 2, 2019. Read SEC document |
| May 30, 2018 Filed May 30, 2018 23:15 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 1,550 | $52.49 | $81,359.50 |
DisclosureSEC source: 0000104918-18-000081 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,470 F1 · shares: Total gift of 1550 shares of common stock to daughters, Margaret Donnelly (1000) and Annie Durkin (550). F2 · price: Closing price of AVA stock on May 30, 2018. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:10 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 7,312 | $50.08 | $366,184.96 |
DisclosureSEC source: 0000104918-18-000030 · primary_doc.xml · derivative · entry 5 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,312 Underlying: Common Stock · 7,312 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F5 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:10 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 3,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000030 · primary_doc.xml · derivative · entry 4 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,300 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:10 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock-Restricted Shares | 2,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000030 · primary_doc.xml · nonDerivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,020 F3 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:10 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 619 | $50.08 | $30,999.52 |
DisclosureSEC source: 0000104918-18-000030 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,583 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 18:10 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 2,541 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000030 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,202 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 23:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares · Derivative | 6,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000016 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,595 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 23:12 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 2,647 | $51.62 | $136,638.14 |
DisclosureSEC source: 0000104918-18-000016 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,661 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/11/18. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 23:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 9,695 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000016 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,308 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 18:11 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015 2016 and 2017 Restricted Stock Awards | 1,030 | $51.50 | $53,045.00 |
DisclosureSEC source: 0000104918-18-000001 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,613 F1 · shares: Shares sold to pay income tax on final 1/3 of 2015, second 1/3 of 2016 and first 1/3 of 2017 restricted shares that vested on January 2, 2018. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 20:49 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 700 | $38.86 | $27,202.00 |
DisclosureSEC source: 0000104918-17-000061 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,643 F1 · shares: Gift of 700 shares of AVA common stock to daughter, Margaret Donnelly F2 · price: Closing price of AVA stock on March 14, 2017. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 16:37 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,000 | $38.87 | $77,737.80 |
DisclosureSEC source: 0000104918-17-000060 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,343 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 19:32 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2017 · Derivative | 9,895 | $38.42 | $380,165.90 |
DisclosureSEC source: 0000104918-17-000026 · primary_doc.xml · derivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · SVP, GC, CCO and Corp Secretar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,895 Underlying: Common Stock · 9,895 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 19:32 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares | 3,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000026 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · SVP, GC, CCO and Corp Secretar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,930 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 23:12 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares related to CEPS · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000049 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 23:12 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,662 | $38.42 | $63,854.04 |
DisclosureSEC source: 0000104918-17-000049 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,343 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/2/17. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 23:12 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 6,075 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000049 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,005 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 18:51 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares related to CEPS · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000037 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 18:51 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,662 | $38.42 | $63,854.04 |
DisclosureSEC source: 0000104918-17-000037 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,743 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/2/17. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 18:51 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 6,075 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000037 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,405 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 19:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares · Derivative | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000014 · primary_doc.xml · derivative · entry 3 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 19:04 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 2,427 | $39.02 | $94,701.54 |
DisclosureSEC source: 0000104918-17-000014 · primary_doc.xml · nonDerivative · entry 2 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,630 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/09/17. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 19:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 8,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000014 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,057 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 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:10 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock 2014 2015 and 2016 Restricted Stock Awards | 1,113 | $39.71 | $44,197.23 |
DisclosureSEC source: 0000104918-17-000002 · primary_doc.xml · nonDerivative · entry 1 DURKIN MARIAN M · CIK 0001332448 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,132 F1 · shares: Shares sold to pay income tax on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on January 3, 2017. 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.