Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Water Works Company, Inc.AWK · Entity 3169 | Director | May 13, 2026 | May 13, 2026 |
| IDACORP INCIDA · Entity 3650 | Director · President & CEO | February 20, 2026 | February 24, 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.
American Water Works Company, Inc.
Report date May 13, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,242 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,374 · Balance 2,242 F1: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted immediately into shares of Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted immediately into shares of Company common stock.
IDACORP INC
Report date February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,312 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Grant · Acquired 25,998 · Balance 47,921 F1: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2023-2025 performance period. Row 2 · 2026-02-20 · Tax withholding · Disposed 11,609 · Balance 36,312 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,258 |
Reported balance
After 2026-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-20 · Grant · Acquired 8,258 · Balance 8,258 F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F3: The restricted stock units vest on January 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were received for no consideration upon the satisfaction of performance criteria underlying an award of performance-based units for the 2023-2025 performance period.
F2: Each restricted stock unit represents a contingent right to receive one share of IDA common stock.
F3: The restricted stock units vest on January 1, 2029.
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 23, 2018 Filed Feb 28, 2018 01:07 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 1,853 | $84.98 | $157,467.94 |
DisclosureSEC source: 0001057877-18-000033 · edgar.xml · nonDerivative · entry 2 Grow Lisa A · CIK 0001333758 · SVP & COO (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,401 Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 01:07 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000033 · edgar.xml · nonDerivative · entry 1 Grow Lisa A · CIK 0001333758 · SVP & COO (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,254 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:37 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 612 | $89.84 | $54,982.08 |
DisclosureSEC source: 0001057877-18-000006 · edgar.xml · nonDerivative · entry 1 Grow Lisa A · CIK 0001333758 · SVP & COO (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,636 Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 20:20 UTC | IDACORP INC IDA · Entity 3650 | SaleCommon Stock | 1,200 | $88.62 | $106,348.80 |
DisclosureSEC source: 0001057877-17-000118 · edgar.xml · nonDerivative · entry 1 Grow Lisa A · CIK 0001333758 · Sr. VP of Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,248 F1 · price: This transaction was executed in multiple trades at prices ranging from $88.45 to $88.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:54 UTC | IDACORP INC IDA · Entity 3650 | GrantRestricted Stock Units · Derivative | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000042 · edgar.xml · derivative · entry 3 Grow Lisa A · CIK 0001333758 · Sr. VP of Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,772 Underlying: Common Stock · 1,772 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of IDA common stock. F2 · derivative.exercise_date: The restricted stock units vest on January 1, 2020. F2 · derivative.expiration_date: The restricted stock units vest on January 1, 2020. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:54 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 1,858 | $82.77 | $153,786.66 |
DisclosureSEC source: 0001057877-17-000042 · edgar.xml · nonDerivative · entry 2 Grow Lisa A · CIK 0001333758 · Sr. VP of Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,448 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:54 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000042 · edgar.xml · nonDerivative · entry 1 Grow Lisa A · CIK 0001333758 · Sr. VP of Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,306 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:24 UTC | IDACORP INC IDA · Entity 3650 | Tax withholdingCommon Stock | 505 | $80.55 | $40,677.75 |
DisclosureSEC source: 0001057877-17-000008 · edgar.xml · nonDerivative · entry 1 Grow Lisa A · CIK 0001333758 · Sr. VP of Operations (IPC) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,048 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.