Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Senior Vice President | May 07, 2026 | May 07, 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 07, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,520.9874 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Sale · Disposed 1,593 · Balance 10,520.9874 |
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 7, 2026 15:15 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,593 | $40.98 | $65,276.68 |
DisclosureSEC source: 0000104918-26-000047 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,520.9874 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (CEPS) · Derivative | 2,705 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000036 · primary_doc.xml · derivative · entry 3 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,705 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: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:54 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 270 | $39.92 | $10,778.40 |
DisclosureSEC source: 0000104918-26-000036 · primary_doc.xml · nonDerivative · entry 2 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,113.99 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 3/2/26. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000036 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,383.99 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: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 22:02 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2026 · Derivative | 5,807 | $40.99 | $238,028.93 |
DisclosureSEC source: 0000104918-26-000022 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,807 Underlying: Common Stock · 5,807 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 22:02 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2026 | 2,488 | $40.99 | $101,983.12 |
DisclosureSEC source: 0000104918-26-000022 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,301.9874 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 19:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (TSR) · Derivative | 902 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000009 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 902 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: No conversion price. Shares awarded if performance measure is met. F2 · price: No conversion price. Shares awarded if performance measure is met. F2 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F2 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 19:39 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,069 | $38.95 | $41,637.55 |
DisclosureSEC source: 0000104918-26-000009 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,813.9874 F1 · shares: Shares sold to pay income tax on final 1/3 of 2023, second 1/3 of 2024 and first 1/3 of 2025 restricted shares that vested on January 6, 2026. Read SEC document |
| December 16, 2025 Filed Dec 16, 2025 15:34 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,785 | $38.74 | $69,150.90 |
DisclosureSEC source: 0001978840-25-000004 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,882.9874 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 19:23 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2025 · Derivative | 948 | $37.24 | $35,303.52 |
DisclosureSEC source: 0001978840-25-000003 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 948 Underlying: Common Stock · 948 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 19:23 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2025 | 405 | $37.24 | $15,082.20 |
DisclosureSEC source: 0001978840-25-000003 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,667.9874 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| June 13, 2025 Filed Sep 17, 2025 13:32 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 40.4156 | $37.51 | $1,515.85 |
DisclosureSEC source: 0001978840-25-000002 · primary_doc.xml · nonDerivative · entry 2 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,262.9874 F2 · shares: Inadvertent reinvestment of Dividends June 2025 Read SEC document |
| March 14, 2025 Filed Sep 17, 2025 13:32 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 43.5718 | $40.15 | $1,749.30 |
DisclosureSEC source: 0001978840-25-000002 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,222.5718 F1 · shares: Inadvertent reinvestment of Dividends March 2025 Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 23:41 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 520 | $40.02 | $20,811.91 |
DisclosureSEC source: 0000104918-25-000050 · primary_doc.xml · nonDerivative · entry 2 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,179 Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 23:41 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,480 | $40.00 | $99,190.33 |
DisclosureSEC source: 0000104918-25-000050 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,699 Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:44 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2025 · Derivative | 4,734 | $36.98 | $175,063.32 |
DisclosureSEC source: 0000104918-25-000037 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,734 Underlying: Common Stock · 4,734 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:44 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2025 | 6,084 | $36.98 | $224,986.32 |
DisclosureSEC source: 0000104918-25-000037 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,179 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 23:49 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,542 | $35.24 | $54,340.08 |
DisclosureSEC source: 0000104918-25-000009 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,095 F1 · shares: Shares sold to pay income tax on second 1/3 of 2023 and first 1/3 of 2024 restricted shares that vested on January 6, 2025, as well as Special 2024 restricted shares. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 20:01 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2024 · Derivative | 5,363 | $32.64 | $175,048.32 |
DisclosureSEC source: 0000104918-24-000034 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,363 Underlying: Common Stock · 5,363 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 20:01 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2024 | 6,127 | $32.64 | $199,985.28 |
DisclosureSEC source: 0000104918-24-000034 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,637 F1 · shares: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Special Restricted Shares 3,830 will vest in 2025. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:29 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,103 | $36.05 | $39,763.15 |
DisclosureSEC source: 0000104918-24-000009 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,510 F1 · shares: Shares sold to pay income tax on final 1/3 of 2021, second 1/3 of 2022 and first 1/3 of 2023 restricted shares that vested on January 2, 2024, as well as all Special restricted shares. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 15:30 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 3,607 | $40.76 | $147,021.32 |
DisclosureSEC source: 0000104918-23-000074 · primary_doc.xml · derivative · entry 2 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,607 Underlying: Common Stock · 3,607 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 15:30 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 4,613 | $40.76 | $188,025.88 |
DisclosureSEC source: 0000104918-23-000074 · primary_doc.xml · nonDerivative · entry 1 Manuel Wayne O · CIK 0001978840 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,613 F1 · shares: Regular Restricted Shares 1,546 will vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Special Restricted Shares 3,067 will vest in 2024. 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.