Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | EVP & CNO, APS | March 18, 2026 | March 20, 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.
PINNACLE WEST CAPITAL CORP
Report date March 18, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,471 |
Ending reported balance
After 2026-03-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-18 · Grant · Acquired 22,157 · Balance 50,477 F1: Shares acquired upon the vesting of the performance shares granted in 2023 that were tied to the following: total shareholder return performance; earnings per share growth; clean megawatts installed metrics; and performance shares received in connection with dividend equivalent rights. Row 2 · 2026-03-18 · Disposition to issuer · Disposed 2,642 · Balance 47,835 F2: Represents the cash settlement of performance shares received in connection with the settlement of dividend equivalent rights. Row 3 · 2026-03-18 · Tax withholding · Disposed 8,364 · Balance 39,471 F3: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. |
| Common StockSEC Table I · non-derivative | Indirectin Trust | 6 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon the vesting of the performance shares granted in 2023 that were tied to the following: total shareholder return performance; earnings per share growth; clean megawatts installed metrics; and performance shares received in connection with dividend equivalent rights.
F2: Represents the cash settlement of performance shares received in connection with the settlement of dividend equivalent rights.
F3: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares.
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 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 1,378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 7 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,841 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 1,409 | $69.10 | $97,361.90 |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 6 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,463 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 269 | $69.10 | $18,587.90 |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 5 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,872 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 3,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 4 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,141 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 495 | $69.10 | $34,204.50 |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 3 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 98 | $69.10 | $6,771.80 |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 2 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 02:17 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-019063 · ownership.xml · nonDerivative · entry 1 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,263 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 5,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · derivative · entry 14 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,644 Underlying: Common Stock · 5,644 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F12 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025. F12 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 1,378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · derivative · entry 13 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,131 Underlying: Common Stock · 1,378 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F9 · shares: The number of derivative securities in Column 5 includes 62 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalentrights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F10 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024. F10 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024. F11 · balance_after: Includes 183 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 3,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · derivative · entry 12 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,942 Underlying: Common Stock · 3,471 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F7 · shares: The number of derivative securities in Column 5 includes 269 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalentrights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F5 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F5 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F8 · balance_after: Includes 538 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · derivative · entry 11 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,499 Underlying: Common Stock · 1,251 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F4 · shares: The number of derivative securities in Column 5 includes 98 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalentrights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F5 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F5 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F6 · balance_after: Includes 193 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 564 | $69.10 | $38,972.40 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 9 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,734 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 62 | $69.10 | $4,284.20 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 8 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,298 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 1,378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 7 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,360 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 1,409 | $69.10 | $97,361.90 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 6 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,982 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 269 | $69.10 | $18,587.90 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 5 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,391 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 3,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 4 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,660 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 495 | $69.10 | $34,204.50 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 3 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,189 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 98 | $69.10 | $6,771.80 |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 2 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,684 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2024 Filed Mar 20, 2024 22:28 UTC Amendment | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-034328 · ownership.xml · nonDerivative · entry 1 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,782 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 23:24 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantRestricted Stock Units · Derivative | 5,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-012341 · doc4.xml · derivative · entry 1 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,264 Underlying: Common Stock · 5,264 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F2 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024. F2 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 3,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · derivative · entry 9 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,951 Underlying: Common Stock · 3,317 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F7 · shares: The number of derivative securities in Column 5 includes 115 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F5 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F5 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F8 · balance_after: Includes 345 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Units · Derivative | 1,194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · derivative · entry 8 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,584 Underlying: Common Stock · 1,194 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F4 · shares: The number of derivative securities in Column 5 includes 41 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F5 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F5 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in June 2022, and vests in four equal, annual installments beginning on February 20, 2023. F6 · balance_after: Includes 125 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 1,414 | $75.10 | $106,191.40 |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 6 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,446 F3 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 115 | $75.10 | $8,636.50 |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 5 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,860 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 3,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 4 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 495 | $75.10 | $37,174.50 |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 3 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658 F3 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Stock | 41 | $75.10 | $3,079.10 |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 2 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 01:06 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Stock | 1,194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011437 · doc4.xml · nonDerivative · entry 1 Heflin Adam C · CIK 0001331794 · EVP & CNO, APS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| June 06, 2022 Filed Jun 13, 2022 17:50 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantRestricted Stock Units · Derivative | 17,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-036237 · doc4.xml · derivative · entry 1 Heflin Adam C · CIK 0001331794 · EVP & CNO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,420 Underlying: Common Stock · 17,420 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in 100% shares of common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in 100% shares of common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest and will be settled as follows: 4,355 will vest on each of February 20, 2023, February 20, 2024, February 20, 2025, and February 20, 2026. F2 · derivative.expiration_date: The Restricted Stock Units vest and will be settled as follows: 4,355 will vest on each of February 20, 2023, February 20, 2024, February 20, 2025, and February 20, 2026. 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.