Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Natural Holding CoNWN · Entity 2245 | Director | May 07, 2026 | May 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.
Northwest Natural Holding Co
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 22,710.039 |
Reported balance
After 2026-05-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-07 · Other · Acquired 1,014.422 · Balance 22,710.039 F1: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2: Shares have been credit to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date.
F2: Shares have been credit to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.
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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 23:03 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,014.422 | $50.19 | $50,913.84 |
DisclosureSEC source: 0001733998-26-000097 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 22,710.039 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credit to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:20 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 971.648 | $52.59 | $51,098.97 |
DisclosureSEC source: 0001733998-26-000044 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 21,695.617 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credit to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 06, 2025 Filed Nov 10, 2025 21:41 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,095.685 | $46.59 | $51,047.96 |
DisclosureSEC source: 0001733998-25-000178 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 20,325.829 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credit to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 21:16 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,282.029 | $39.72 | $50,922.19 |
DisclosureSEC source: 0001733998-25-000134 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 19,015.904 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:47 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,158.495 | $43.95 | $50,915.86 |
DisclosureSEC source: 0001733998-25-000097 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 17,536.836 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:00 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,205.999 | $42.37 | $51,098.18 |
DisclosureSEC source: 0001733998-25-000048 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 16,378.341 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:17 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,156.906 | $42.12 | $48,728.88 |
DisclosureSEC source: 0001733998-24-000130 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 14,991.588 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:14 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,276.929 | $38.09 | $48,638.23 |
DisclosureSEC source: 0001733998-24-000095 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 13,517.449 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 07, 2024 Filed May 9, 2024 17:12 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,267.616 | $38.37 | $48,638.43 |
DisclosureSEC source: 0001733998-24-000077 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 12,102.072 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:32 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,333.62 | $36.60 | $48,810.49 |
DisclosureSEC source: 0001733998-24-000039 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,834.456 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 20:39 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,168.488 | $37.75 | $44,110.42 |
DisclosureSEC source: 0001733998-23-000075 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 9,268.412 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 19:03 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,099.303 | $41.33 | $45,434.19 |
DisclosureSEC source: 0001733998-23-000049 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 8,016.245 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 1, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:39 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 948.832 | $47.05 | $44,642.55 |
DisclosureSEC source: 0001733998-23-000020 · form4.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,853.305 F1 · kind: The reported transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about June 1, 2021 which election constitutes a Rule 10b5-1 trading plan. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:36 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 938.494 | $47.75 | $44,813.09 |
DisclosureSEC source: 0001567619-23-004010 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,904.473 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 22:08 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 819.919 | $45.40 | $37,224.32 |
DisclosureSEC source: 0001567619-22-020141 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,875.842 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 17:42 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 707.666 | $52.56 | $37,194.92 |
DisclosureSEC source: 0001567619-22-015253 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,025.778 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 05, 2022 Filed May 9, 2022 22:00 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 758.017 | $49.02 | $37,157.99 |
DisclosureSEC source: 0001567619-22-009822 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,293.944 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:46 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 737.219 | $52.01 | $38,342.76 |
DisclosureSEC source: 0001567619-22-006080 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,535.927 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:36 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 504.497 | $45.73 | $23,070.65 |
DisclosureSEC source: 0001567619-21-019687 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,767.209 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:19 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 1,262.712 | $53.43 | $67,466.70 |
DisclosureSEC source: 0001567619-21-014940 · doc1.xml · nonDerivative · entry 1 Lee Karen · CIK 0001839510 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,262.712 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. 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.