Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Natural Holding CoNWN · Entity 2245 | SVP, GC, CCO & Corp. Sec. | March 05, 2026 | March 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Northwest Natural Holding Co
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,841 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Tax withholding · Disposed 1,485 · Balance 5,841 F1: Shares were withheld by the issuer to cover withholding taxes on issuance of shares due to vesting of 1,029 restricted stock units (RSUs) with performance threshold, and vesting of 2,099 time-based RSUs. Organization and Executive Compensation Committee certification of satisfaction of the performance threshold and vesting for these restricted stock units was reported on Form 4 filed on February 27, 2026. The 2,099 time-based RSUs are part of 6,297 time-based RSUs that have been reported as shares beneficially owned by the reporting person since initially reported on the reporting persons Form 4 on March 3, 2025. F2: Includes 4,198 time-based restricted stock units granted under the Long Term Incentive Plan of the Issuer. The restricted stock units vest in two equal installments on each of March 1, 2027 and 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by the issuer to cover withholding taxes on issuance of shares due to vesting of 1,029 restricted stock units (RSUs) with performance threshold, and vesting of 2,099 time-based RSUs. Organization and Executive Compensation Committee certification of satisfaction of the performance threshold and vesting for these restricted stock units was reported on Form 4 filed on February 27, 2026. The 2,099 time-based RSUs are part of 6,297 time-based RSUs that have been reported as shares beneficially owned by the reporting person since initially reported on the reporting persons Form 4 on March 3, 2025.
F2: Includes 4,198 time-based restricted stock units granted under the Long Term Incentive Plan of the Issuer. The restricted stock units vest in two equal installments on each of March 1, 2027 and 2028.
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 05, 2026 Filed Mar 9, 2026 17:34 UTC | Northwest Natural Holding Co NWN · Entity 2245 | Tax withholdingCommon Stock | 1,485 | $52.53 | $78,007.05 |
DisclosureSEC source: 0001733998-26-000071 · form4.xml · nonDerivative · entry 1 Berge Megan H · CIK 0002058274 · SVP, GC, CCO & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,841 F1 · shares: Shares were withheld by the issuer to cover withholding taxes on issuance of shares due to vesting of 1,029 restricted stock units (RSUs) with performance threshold, and vesting of 2,099 time-based RSUs. Organization and Executive Compensation Committee certification of satisfaction of the performance threshold and vesting for these restricted stock units was reported on Form 4 filed on February 27, 2026. The 2,099 time-based RSUs are part of 6,297 time-based RSUs that have been reported as shares beneficially owned by the reporting person since initially reported on the reporting persons Form 4 on March 3, 2025. F2 · balance_after: Includes 4,198 time-based restricted stock units granted under the Long Term Incentive Plan of the Issuer. The restricted stock units vest in two equal installments on each of March 1, 2027 and 2028. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 17:01 UTC | Northwest Natural Holding Co NWN · Entity 2245 | GrantCommon Stock | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001733998-26-000036 · form4.xml · nonDerivative · entry 1 Berge Megan H · CIK 0002058274 · SVP, GC, CCO & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,326 F1 · shares: Shares are issuable as a result of satisfaction of the performance threshold for 2025 under restricted stock unit awards. Organization and Executive Compensation Committee certification of the satisfaction of the performance threshold occurred on the transaction date. F2 · balance_after: Includes 6,297 time-based restricted stock units granted under the Long Term Incentive Plan of Issuer. The restricted stock units vest in three equal installments on each of March 1, 2026, 2027 and 2028. Read SEC document |
| March 01, 2025 Filed Mar 3, 2025 16:31 UTC | Northwest Natural Holding Co NWN · Entity 2245 | GrantCommon Stock | 6,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001733998-25-000046 · form4.xml · nonDerivative · entry 1 Berge Megan H · CIK 0002058274 · Deputy General Counsel · and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,297 F1 · shares: Common stock pursuant to restricted stock units granted under Northwest Natural Holding Company's Long Term Incentive Plan. One third of the restricted stock units shall vest on each of March 1, 2026, 2027 and 2028. 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.