Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Vice President | March 13, 2026 | March 13, 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 March 13, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,930 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Sale · Disposed 555 · Balance 3,930 |
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 13, 2026 17:49 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 555 | $39.80 | $22,089.72 |
DisclosureSEC source: 0000104918-26-000044 · primary_doc.xml · nonDerivative · entry 1 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,930 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:10 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (CEPS) · Derivative | 642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000028 · primary_doc.xml · derivative · entry 3 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 642 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 23:10 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 79 | $39.92 | $3,153.68 |
DisclosureSEC source: 0000104918-26-000028 · primary_doc.xml · nonDerivative · entry 2 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,485 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 23:10 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 257 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000028 · primary_doc.xml · nonDerivative · entry 1 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,564 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 21:34 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2026 · Derivative | 3,416 | $40.99 | $140,021.84 |
DisclosureSEC source: 0000104918-26-000014 · primary_doc.xml · derivative · entry 2 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,416 Underlying: Common Stock · 3,416 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 21:34 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2026 | 1,464 | $40.99 | $60,009.36 |
DisclosureSEC source: 0000104918-26-000014 · primary_doc.xml · nonDerivative · entry 1 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,307 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 19:05 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (TSR) · Derivative | 214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000001 · primary_doc.xml · derivative · entry 2 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 214 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 19:05 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 409 | $38.95 | $15,930.55 |
DisclosureSEC source: 0000104918-26-000001 · primary_doc.xml · nonDerivative · entry 1 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,843 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 02, 2025 Filed Dec 2, 2025 16:33 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 127 | $40.87 | $5,190.49 |
DisclosureSEC source: 0002090772-25-000002 · primary_doc.xml · nonDerivative · entry 1 Alexander Alexis G. · CIK 0002090772 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,252 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.