Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXNM ENERGY INCTXNM · Entity 3794 | Director | June 10, 2026 | June 11, 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.
TXNM ENERGY INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,992 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 2,698 · Balance 8,992 F1: These shares represent restricted stock units granted on June 10, 2026 that will vest on June 10, 2027 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Right Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units granted on June 10, 2026 that will vest on June 10, 2027 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Right Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 11, 2026 20:25 UTC | TXNM ENERGY INC TXNM · Entity 3794 | GrantCommon Stock | 2,698 | $0.00 | $0.00 |
DisclosureSEC source: 0002025287-26-000002 · wk-form4_1781209526.xml · nonDerivative · entry 1 Montoya Lillian J · CIK 0002025287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,992 F1 · shares: These shares represent restricted stock units granted on June 10, 2026 that will vest on June 10, 2027 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Right Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:40 UTC | TXNM ENERGY INC TXNM · Entity 3794 | GrantCommon Stock | 2,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003894 · primarydocument.xml · nonDerivative · entry 1 Montoya Lillian J · CIK 0002025287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,294 F1 · shares: These shares represent restricted stock units granted on May 13, 2025 that will vest on May 13, 2026 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Rights Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 15:26 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantCommon Stock | 3,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004728 · primarydocument.xml · nonDerivative · entry 1 Montoya Lillian J · CIK 0002025287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568 F1 · shares: These shares represent restricted stock units granted on June 4, 2024 that will vest on June 4, 2025 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Rights Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends. 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.