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Iverson Brian

Disclosed activity across 3 companies

Tapewire entity
41779
SEC CIK
0001624359

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BLACK HILLS CORP /SD/BKH · Entity 3847Sr VP General CounselFebruary 09, 2024February 14, 2024
Dakota Gold Corp.DC · Entity 5130DirectorJune 01, 2026June 03, 2026
TXNM ENERGY INCTXNM · Entity 3794Gen Couns, SVP Reg-Pub PolicyMarch 07, 2026March 09, 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.

BLACK HILLS CORP /SD/

Report date February 09, 2024 · Filed February 14, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect42,720.774 Ending reported balance After 2024-02-12 transaction · row 6
6 source rows · reconciled sequence

Row 1 · 2024-02-09 · Grant · Acquired 3,524 · Balance 43,178.081

F1: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

Row 2 · 2024-02-09 · Tax withholding · Disposed 250.246 · Balance 42,927.835

F2: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-9-2023 Restricted Stock Grant

Row 3 · 2024-02-11 · Tax withholding · Disposed 373.096 · Balance 42,554.739

F3: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2021 Restricted Stock Grant.

Row 4 · 2024-02-11 · Tax withholding · Disposed 289.465 · Balance 42,265.274

F4: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2022 Restricted Stock Grant

Row 5 · 2024-02-12 · Grant · Acquired 735 · Balance 43,000.274

F5: Shares acquired through the 2021-2023 Performance Share Plan under the Company's Omnibus Incentive Plan.

Row 6 · 2024-02-12 · Tax withholding · Disposed 279.5 · Balance 42,720.774

F6: Shares used to pay tax withholding associated with 2021-2023 Performance Shares Plan payout from 2-12-2024.

Common StockSEC Table I · non-derivativeIndirectBy Spouse50 Reported balance Holding disclosure · report date 2024-02-09 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 50

Filing footnotes · ownership attribution and instrument terms

F1: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

F2: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-9-2023 Restricted Stock Grant

F3: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2021 Restricted Stock Grant.

F4: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2022 Restricted Stock Grant

F5: Shares acquired through the 2021-2023 Performance Share Plan under the Company's Omnibus Incentive Plan.

F6: Shares used to pay tax withholding associated with 2021-2023 Performance Shares Plan payout from 2-12-2024.

Dakota Gold Corp.

Report date June 01, 2026 · Filed June 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect18,362 Reported balance After 2026-06-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-01 · Grant · Acquired 17,362 · Balance 18,362

F1: Represents restricted stock units ("RSUs") granted under the Issuer's 2022 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs are scheduled to vest on June 1, 2027.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock units ("RSUs") granted under the Issuer's 2022 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs are scheduled to vest on June 1, 2027.

TXNM ENERGY INC

Report date March 07, 2026 · Filed March 09, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect9,533 Reported balance After 2026-03-07 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-03-07 · Exercise / conversion · Acquired 1,163 · Balance 9,533

F1: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026.

Common StockSEC Table I · non-derivativeDirect9,119 Reported balance After 2026-03-07 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-03-07 · Tax withholding · Disposed 414 · Balance 9,119

F2: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Restricted Stock RightsSEC Table II · derivative / convertible securityDirect5,578 Reported balance After 2026-03-07 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-03-07 · Exercise / conversion · Disposed 1,163 · Balance 5,578

F3: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock.

F4: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Filing footnotes · ownership attribution and instrument terms

F1: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026.

F2: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

F3: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock.

F4: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 01, 2026 Filed Jun 3, 2026 16:49 UTC Dakota Gold Corp. DC · Entity 5130 GrantCOMMON STOCK 17,362 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-070010 · tm2616571-1_4seq1.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,362

F1 · security: Represents restricted stock units ("RSUs") granted under the Issuer's 2022 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSUs are scheduled to vest on June 1, 2027.

Read SEC document
March 07, 2026 Filed Mar 9, 2026 20:54 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionRestricted Stock Rights · Derivative 1,163 $0.00 $0.00
Disclosure

SEC source: 0001624359-26-000004 · wk-form4_1773089670.xml · derivative · entry 3

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,578

Underlying: Common Stock · 1,163 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.

F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
March 07, 2026 Filed Mar 9, 2026 20:54 UTC TXNM ENERGY INC TXNM · Entity 3794 Tax withholdingCommon Stock 414 $58.88 $24,376.32
Disclosure

SEC source: 0001624359-26-000004 · wk-form4_1773089670.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,119

F2 · security: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Read SEC document
March 07, 2026 Filed Mar 9, 2026 20:54 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionCommon Stock 1,163 $0.00 $0.00
Disclosure

SEC source: 0001624359-26-000004 · wk-form4_1773089670.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,533

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 · security: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 23:16 UTC TXNM ENERGY INC TXNM · Entity 3794 GrantRestricted Stock Rights · Derivative 3,216 $0.00 $0.00
Disclosure

SEC source: 0001624359-26-000002 · wk-form4_1772666214.xml · derivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,741

Underlying: Common Stock · 3,216 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
March 01, 2026 Filed Mar 2, 2026 23:57 UTC Dakota Gold Corp. DC · Entity 5130 GrantSTOCK OPTIONS · Derivative 100,000 $0.00 Strike: $6.96 $0.00
Disclosure

SEC source: 0001104659-26-022400 · tm267700-4_4seq1.xml · derivative · entry 1

Iverson Brian · CIK 0001624359 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

Underlying: COMMON STOCK · 100,000 shares

Expires 2031-03-01

F1 · derivative.exercise_date: The options are scheduled to vest in three equal tranches on March 1, 2027, March 1, 2028 and March 1, 2029.

Read SEC document
December 17, 2025 Filed Dec 18, 2025 20:57 UTC TXNM ENERGY INC TXNM · Entity 3794 Tax withholdingCommon Stock 710 $58.71 $41,684.10
Disclosure

SEC source: 0001624359-25-000008 · wk-form4_1766091421.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,370

F2 · security: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Read SEC document
December 17, 2025 Filed Dec 18, 2025 20:57 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionCommon Stock 2,344 $0.00 $0.00
Disclosure

SEC source: 0001624359-25-000008 · wk-form4_1766091421.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,080

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 · security: Represents vesting of performance shares earned for the 2023 - 2025 performance period based on preliminary results of achievement of applicable performance measures.

Read SEC document
September 16, 2025 Filed Sep 18, 2025 20:37 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionRestricted Stock Rights · Derivative 4,650 $0.00 $0.00
Disclosure

SEC source: 0001624359-25-000006 · wk-form4_1758227830.xml · derivative · entry 3

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,525

Underlying: Common Stock · 4,650 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.

F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
September 16, 2025 Filed Sep 18, 2025 20:37 UTC TXNM ENERGY INC TXNM · Entity 3794 Tax withholdingCommon Stock 1,407 $56.63 $79,678.41
Disclosure

SEC source: 0001624359-25-000006 · wk-form4_1758227830.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,736

F2 · security: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Read SEC document
September 16, 2025 Filed Sep 18, 2025 20:37 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionCommon Stock 4,650 $0.00 $0.00
Disclosure

SEC source: 0001624359-25-000006 · wk-form4_1758227830.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,143

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 · security: Represents the portion of previous awards of restricted stock rights that vested effective as of September 16, 2025.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 19:19 UTC TXNM ENERGY INC TXNM · Entity 3794 GrantRestricted Stock Rights · Derivative 3,525 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001768 · primarydocument.xml · derivative · entry 3

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,175

Underlying: Common Stock · 3,525 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
February 26, 2025 Filed Feb 28, 2025 19:19 UTC TXNM ENERGY INC TXNM · Entity 3794 Tax withholdingCommon Stock 194 $51.69 $10,027.86
Disclosure

SEC source: 0001562180-25-001768 · primarydocument.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,493

F2 · security: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 19:19 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionCommon Stock 545 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-001768 · primarydocument.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,687

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 · security: The performance shares were earned as of December 31, 2024 for the 2022-2024 performance period, and settled on February 26, 2025.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:34 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionRestricted Stock Rights · Derivative 4,650 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006843 · primarydocument.xml · derivative · entry 4

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,650

Underlying: Common Stock · 4,650 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.

F2 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of the Company common stock.

F4 · derivative.exercise_date: Fifty percent of the restricted stock rights vest immediately on the grant date, and the remaining restricted stock rights will vest on the first anniversary of the grant date, subject to the reporting person's continued employment with the Company through such vesting date. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the Company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F4 · derivative.expiration_date: Fifty percent of the restricted stock rights vest immediately on the grant date, and the remaining restricted stock rights will vest on the first anniversary of the grant date, subject to the reporting person's continued employment with the Company through such vesting date. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the Company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:34 UTC TXNM ENERGY INC TXNM · Entity 3794 GrantRestricted Stock Rights · Derivative 9,300 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006843 · primarydocument.xml · derivative · entry 3

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,300

Underlying: Common Stock · 9,300 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of the Company common stock.

F4 · derivative.exercise_date: Fifty percent of the restricted stock rights vest immediately on the grant date, and the remaining restricted stock rights will vest on the first anniversary of the grant date, subject to the reporting person's continued employment with the Company through such vesting date. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the Company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

F4 · derivative.expiration_date: Fifty percent of the restricted stock rights vest immediately on the grant date, and the remaining restricted stock rights will vest on the first anniversary of the grant date, subject to the reporting person's continued employment with the Company through such vesting date. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the Company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends).

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:34 UTC TXNM ENERGY INC TXNM · Entity 3794 Tax withholdingCommon Stock 1,608 $43.01 $69,160.08
Disclosure

SEC source: 0001562180-24-006843 · primarydocument.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,142

F3 · shares: Represents shares withheld by TXNM Energy, Inc. (the "Company") to satisfy the tax withholding obligations arising in connection with the settlement of equity awards. The Company utilizes a modified "share withholding" approach in connection with settling equity awards, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the Company's common stock that can be acquired with the after-tax value of equity awards at the prevailing market price. Only these "net shares" are delivered to the recipient of the equity awards.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:34 UTC TXNM ENERGY INC TXNM · Entity 3794 Exercise / conversionCommon Stock 4,650 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-006843 · primarydocument.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Gen Couns, SVP Reg-Pub Policy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,750

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: Represents the portion of restricted stock rights granted on September 16, 2024 that vested on such grant date.

F2 · price: Each restricted stock right represents a contingent right to receive one share of the Company common stock.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 279.5 $52.82 $14,763.19
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 6

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,720.774

F6 · kind: Shares used to pay tax withholding associated with 2021-2023 Performance Shares Plan payout from 2-12-2024.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 735 $52.82 $38,822.70
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 5

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,000.274

F5 · kind: Shares acquired through the 2021-2023 Performance Share Plan under the Company's Omnibus Incentive Plan.

Read SEC document
February 11, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 289.465 $51.62 $14,942.18
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 4

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,265.274

F4 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2022 Restricted Stock Grant

Read SEC document
February 11, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 373.096 $51.62 $19,259.22
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 3

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,554.739

F3 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2021 Restricted Stock Grant.

Read SEC document
February 09, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 250.246 $51.62 $12,917.70
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,927.835

F2 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-9-2023 Restricted Stock Grant

Read SEC document
February 09, 2024 Filed Feb 14, 2024 00:33 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 3,524 $51.62 $181,908.88
Disclosure

SEC source: 0001593968-24-000262 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,178.081

F1 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

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February 14, 2023 Filed Feb 14, 2023 20:52 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 397 $69.96 $27,774.12
Disclosure

SEC source: 0001593968-23-000313 · primary_01.xml · nonDerivative · entry 4

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,654.081

F4 · kind: Shares acquired through the 2020-2022 Performance Share Plan under the Company's Omnibus Incentive Plan.

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February 11, 2023 Filed Feb 14, 2023 20:52 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 292.2 $64.15 $18,744.63
Disclosure

SEC source: 0001593968-23-000313 · primary_01.xml · nonDerivative · entry 3

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,257.081

F3 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2022 Restricted Stock Grant

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February 11, 2023 Filed Feb 14, 2023 20:52 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 326.785 $64.15 $20,963.26
Disclosure

SEC source: 0001593968-23-000313 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,549.281

F2 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2021 Restricted Stock Grant.

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February 10, 2023 Filed Feb 14, 2023 20:52 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 215.041 $64.15 $13,794.88
Disclosure

SEC source: 0001593968-23-000313 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,876.066

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-10-2020 Restricted Stock Grant.

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February 09, 2023 Filed Feb 13, 2023 19:46 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 2,532 Not disclosed Not disclosed
Disclosure

SEC source: 0001593968-23-000295 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,091.107

F1 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

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June 27, 2022 Filed Jun 28, 2022 20:35 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 OtherCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001593968-22-001178 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse

Disclosed balance after: 50

F1 · price: Spouse received shares through a Transfer of Death transaction.

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February 14, 2022 Filed Feb 16, 2022 00:01 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 659 $68.48 $45,128.32
Disclosure

SEC source: 0001593968-22-000480 · primary_01.xml · nonDerivative · entry 4

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,559.107

F4 · kind: Shares acquired through the 2019-2021 Performance Share plan under the Company's Omnibus Incentive Plan.

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February 11, 2022 Filed Feb 16, 2022 00:01 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 3,600 Not disclosed Not disclosed
Disclosure

SEC source: 0001593968-22-000480 · primary_01.xml · nonDerivative · entry 3

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,900.107

F3 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

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February 11, 2022 Filed Feb 16, 2022 00:01 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 330.186 $66.66 $22,010.20
Disclosure

SEC source: 0001593968-22-000480 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,300.107

F2 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2021 Restricted Stock Grant.

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February 11, 2022 Filed Feb 16, 2022 00:01 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 225.237 $66.66 $15,014.30
Disclosure

SEC source: 0001593968-22-000480 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,630.293

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-2019 Restricted Stock Grant.

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February 10, 2022 Filed Feb 14, 2022 23:53 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 193.408 $66.77 $12,913.85
Disclosure

SEC source: 0001593968-22-000464 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,855.53

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-10-2020 Restricted Stock Grant.

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February 11, 2021 Filed Feb 16, 2021 17:44 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 4,068 Not disclosed Not disclosed
Disclosure

SEC source: 0001593968-21-000486 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,048.938

F2 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

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February 11, 2021 Filed Feb 16, 2021 17:44 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 224.994 $61.86 $13,918.13
Disclosure

SEC source: 0001593968-21-000486 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,980.938

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-19 Restricted Stock Grant.

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February 10, 2021 Filed Feb 12, 2021 22:09 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 199.183 $61.98 $12,345.36
Disclosure

SEC source: 0001593968-21-000448 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,205.932

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-10-2020 Restricted Stock Grant.

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February 05, 2021 Filed Feb 9, 2021 22:04 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 1,966 $59.86 $117,684.76
Disclosure

SEC source: 0001593968-21-000394 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,405.115

F2 · kind: Shares acquired through the 2018-2020 Performance Share plan under the Company's Omnibus Incentive Plan.

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February 05, 2021 Filed Feb 9, 2021 22:04 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 290.496 $61.93 $17,990.42
Disclosure

SEC source: 0001593968-21-000394 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,439.115

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-5-18 Restricted Stock Grant.

Read SEC document
February 11, 2020 Filed Feb 13, 2020 19:15 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 224.994 $84.56 $19,025.49
Disclosure

SEC source: 0001593968-20-000431 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,729.611

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-11-19 Restricted Stock Grant.

Read SEC document
February 10, 2020 Filed Feb 12, 2020 00:05 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 2,456 Not disclosed Not disclosed
Disclosure

SEC source: 0001593968-20-000409 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,954.605

F1 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

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February 05, 2020 Filed Feb 7, 2020 22:32 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 290.495 $84.05 $24,416.10
Disclosure

SEC source: 0001593968-20-000362 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,498.605

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-5-18 Restricted Stock Grant.

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February 04, 2020 Filed Feb 5, 2020 21:23 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 911 $77.44 $70,547.84
Disclosure

SEC source: 0001593968-20-000333 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,789.1

F2 · kind: Shares acquired through the 2017-2019 Performance Share Plan under the Company's Omnibus Incentive Plan.

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February 03, 2020 Filed Feb 5, 2020 21:23 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 229.523 $83.56 $19,178.94
Disclosure

SEC source: 0001593968-20-000333 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,878.1

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-3-17 Restricted Stock Grant.

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June 06, 2019 Filed Jun 7, 2019 15:18 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 SaleCommon Stock 6,469 $77.89 $503,838.71
Disclosure

SEC source: 0001593968-19-001331 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,107.623

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February 11, 2019 Filed Feb 13, 2019 21:28 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 2,773 Not disclosed Not disclosed
Disclosure

SEC source: 0001593968-19-000422 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,576.623

F1 · price: Shares acquired through a Restricted Stock Grant under the Company's Incentive Compensation Plan.

Read SEC document
February 05, 2019 Filed Feb 6, 2019 00:24 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 GrantCommon Stock 2,615 $65.08 $170,184.20
Disclosure

SEC source: 0001593968-19-000364 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,538.018

F2 · kind: Shares acquired through the 2016-2018 Performance Share Plan under the Company's Omnibus Incentive Plan.

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February 05, 2019 Filed Feb 8, 2019 00:38 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 290.252 $67.14 $19,487.52
Disclosure

SEC source: 0001593968-19-000384 · primary_01.xml · nonDerivative · entry 2

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,803.623

F2 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-5-18 Restricted Stock Grant.

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February 04, 2019 Filed Feb 8, 2019 00:38 UTC BLACK HILLS CORP /SD/ BKH · Entity 3847 Tax withholdingCommon Stock 444.143 $66.94 $29,730.93
Disclosure

SEC source: 0001593968-19-000384 · primary_01.xml · nonDerivative · entry 1

Iverson Brian · CIK 0001624359 · Sr VP General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,093.875

F1 · kind: Shares used to pay tax withholding associated with Restricted Stock Vesting from 2-4-16 Restricted Stock Grant.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.