Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPCPK · Entity 4195 | Director | May 06, 2026 | May 08, 2026 |
| TXNM ENERGY INCTXNM · Entity 3794 | SVP & CFO | March 07, 2025 | March 10, 2025 |
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.
CHESAPEAKE UTILITIES CORP
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,734 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 1,112 · Balance 1,734 F1: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan. F2: Includes 6 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan.
F2: Includes 6 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan.
TXNM ENERGY INC
Report date March 07, 2025 · Filed March 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,515 |
Reported balance
After 2025-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-07 · Exercise / conversion · Acquired 651 · Balance 21,515 F1: Represents the portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 21,220 |
Reported balance
After 2025-03-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-03-07 · Tax withholding · Disposed 295 · Balance 21,220 F2: Represents shares withheld by TXNM Energy, Inc. 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. |
| Common StockSEC Table I · non-derivative | Direct | 21,577 |
Reported balance
After 2025-03-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-03-07 · Exercise / conversion · Acquired 357 · Balance 21,577 F1: Represents the portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 21,415 |
Reported balance
After 2025-03-07 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-03-07 · Tax withholding · Disposed 162 · Balance 21,415 F2: Represents shares withheld by TXNM Energy, Inc. 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. |
| Common StockSEC Table I · non-derivative | Direct | 22,341 |
Reported balance
After 2025-03-07 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-03-07 · Exercise / conversion · Acquired 926 · Balance 22,341 F1: Represents the portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 21,921 |
Reported balance
After 2025-03-07 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2025-03-07 · Tax withholding · Disposed 420 · Balance 21,921 F2: Represents shares withheld by TXNM Energy, Inc. 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 security | Direct | 6,006 |
Reported balance
After 2025-03-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-03-07 · Exercise / conversion · Disposed 651 · Balance 6,006 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). |
| Restricted Stock RightsSEC Table II · derivative / convertible security | Direct | 5,649 |
Reported balance
After 2025-03-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-03-07 · Exercise / conversion · Disposed 357 · Balance 5,649 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). |
| Restricted Stock RightsSEC Table II · derivative / convertible security | Direct | 4,723 |
Reported balance
After 2025-03-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-03-07 · Exercise / conversion · Disposed 926 · Balance 4,723 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2025.
F2: Represents shares withheld by TXNM Energy, Inc. 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
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 06, 2026 Filed May 8, 2026 20:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 1,112 | $125.83 | $139,922.96 |
DisclosureSEC source: 0001931720-26-000003 · wk-form4_1778271828.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,734 F1 · shares: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan. F2 · balance_after: Includes 6 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · derivative · entry 9 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,723 Underlying: Common Stock · 926 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · derivative · entry 8 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,649 Underlying: Common Stock · 357 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · derivative · entry 7 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,006 Underlying: Common Stock · 651 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Tax withholdingCommon Stock | 420 | $47.78 | $20,067.60 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 6 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,921 F2 · security: Represents shares withheld by TXNM Energy, Inc. 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 5 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,341 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Tax withholdingCommon Stock | 162 | $47.78 | $7,740.36 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 4 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,415 F2 · security: Represents shares withheld by TXNM Energy, Inc. 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionCommon Stock | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,577 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Tax withholdingCommon Stock | 295 | $47.78 | $14,095.10 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,220 F2 · security: Represents shares withheld by TXNM Energy, Inc. 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, 2025 Filed Mar 10, 2025 20:09 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002252 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,515 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2025. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 19:19 UTC | TXNM ENERGY INC TXNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 2,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001767 · primarydocument.xml · derivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,657 Underlying: Common Stock · 2,219 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 | 1,279 | $51.69 | $66,111.51 |
DisclosureSEC source: 0001562180-25-001767 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,864 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 | 2,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001767 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,143 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: 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 |
| March 07, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · derivative · entry 9 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,438 Underlying: Common Stock · 326 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 PNM Resources, 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · derivative · entry 8 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,764 Underlying: Common Stock · 358 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 PNM Resources, 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · derivative · entry 7 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,122 Underlying: Common Stock · 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 PNM Resources, 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 148 | $37.74 | $5,585.52 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 6 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,387 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 5 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,535 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2024. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 162 | $37.74 | $6,113.88 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 4 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,209 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,371 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2024. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 295 | $37.74 | $11,133.30 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,013 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2024 Filed Mar 8, 2024 18:51 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002460 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,308 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:09 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002195 · primarydocument.xml · derivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,772 Underlying: Common Stock · 2,780 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of PNM Resources, 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 01, 2024 Filed Mar 5, 2024 17:09 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 1,645 | $36.80 | $60,536.00 |
DisclosureSEC source: 0001562180-24-002195 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,658 F2 · security: Represents shares withheld by PNM Resources, Inc. 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 01, 2024 Filed Mar 5, 2024 17:09 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 3,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002195 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,303 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, 2023 for the 2021-2023 performance period, and settled on March 1, 2024. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · derivative · entry 9 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,992 Underlying: Common Stock · 357 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 PNM Resources, 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · derivative · entry 8 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,349 Underlying: Common Stock · 328 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 PNM Resources, 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · derivative · entry 7 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,677 Underlying: Common Stock · 315 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 PNM Resources, 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 162 | $48.80 | $7,905.60 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 6 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,763 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 5 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,925 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2023. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 149 | $48.80 | $7,271.20 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 4 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,568 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,717 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2023. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 143 | $48.80 | $6,978.40 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,389 F2 · security: Represents shares withheld by PNM Resources, Inc. 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, 2023 Filed Mar 8, 2023 23:28 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002624 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,532 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 portions of previous awards of restricted stock rights that vested effective as of March 7, 2023. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002093 · primarydocument.xml · derivative · entry 3 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,992 Underlying: Common Stock · 1,951 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of PNM Resources, 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 28, 2023 Filed Mar 1, 2023 23:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 1,545 | $49.00 | $75,705.00 |
DisclosureSEC source: 0001562180-23-002093 · primarydocument.xml · nonDerivative · entry 2 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,217 F2 · security: Represents shares withheld by PNM Resources, Inc. 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 28, 2023 Filed Mar 1, 2023 23:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 3,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002093 · primarydocument.xml · nonDerivative · entry 1 Eden Elisabeth A · CIK 0001931720 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,762 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, 2022 for the 2020-2022 performance period, and settled on February 28, 2023. 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.