Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Senior Vice President | May 14, 2026 | May 14, 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 May 14, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,578 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Gift · Disposed 3,210 · Balance 41,578 F1: 3,210 shares of AVA Common stock gifted to Whitworth University |
Filing footnotes · ownership attribution and instrument terms
F1: 3,210 shares of AVA Common stock gifted to Whitworth University
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 |
|---|---|---|---|---|---|---|
| February 02, 2017 Filed Feb 6, 2017 20:18 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares related to CEPS · Derivative | 3,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000044 · primary_doc.xml · derivative · entry 3 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,175 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 20:18 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,407 | $38.42 | $54,056.94 |
DisclosureSEC source: 0000104918-17-000044 · primary_doc.xml · nonDerivative · entry 2 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,299 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 20:18 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 5,144 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000044 · primary_doc.xml · nonDerivative · entry 1 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,706 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 21:56 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares · Derivative | 6,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000021 · primary_doc.xml · derivative · entry 3 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,350 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 21:56 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 2,066 | $39.02 | $80,615.32 |
DisclosureSEC source: 0000104918-17-000021 · primary_doc.xml · nonDerivative · entry 2 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,769 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 21:56 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 7,557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000021 · primary_doc.xml · nonDerivative · entry 1 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,835 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 18:14 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock 2014 2015 and 2016 Restricted Stock Awards | 954 | $39.71 | $37,883.34 |
DisclosureSEC source: 0000104918-17-000010 · primary_doc.xml · nonDerivative · entry 1 Thackston Jason R · CIK 0001466555 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,278 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 |
| September 14, 2016 Filed Sep 14, 2016 19:48 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 950 | $40.90 | $38,855.00 |
DisclosureSEC source: 0000104918-16-000272 · primary_doc.xml · nonDerivative · entry 1 Thackston Jason R · CIK 0001466555 · Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,232 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.