Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXNM ENERGY INCTXNM · Entity 3794 | SVP and CFO | March 07, 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.
TXNM ENERGY INC
Report date March 07, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,204 |
Reported balance
After 2026-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-07 · Exercise / conversion · Acquired 311 · Balance 9,204 F1: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 9,046 |
Reported balance
After 2026-03-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-07 · Tax withholding · Disposed 158 · Balance 9,046 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 9,227 |
Reported balance
After 2026-03-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-07 · Exercise / conversion · Acquired 181 · Balance 9,227 F1: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 9,135 |
Reported balance
After 2026-03-07 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-07 · Tax withholding · Disposed 92 · Balance 9,135 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 9,635 |
Reported balance
After 2026-03-07 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-03-07 · Exercise / conversion · Acquired 500 · Balance 9,635 F1: Represents the portion of previous awards of restricted stock rights that vested effective as of March 7, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 9,382 |
Reported balance
After 2026-03-07 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-03-07 · Tax withholding · Disposed 253 · Balance 9,382 F2: 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. |
| Restricted Stock RightsSEC Table II · derivative / convertible security | Direct | 4,248 |
Reported balance
After 2026-03-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-07 · Exercise / conversion · Disposed 311 · Balance 4,248 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 | 4,067 |
Reported balance
After 2026-03-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-07 · Exercise / conversion · Disposed 181 · Balance 4,067 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 | 3,567 |
Reported balance
After 2026-03-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-07 · Exercise / conversion · Disposed 500 · Balance 3,567 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 portion of previous awards of restricted stock rights that vested effective as of March 7, 2026.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| March 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionRestricted Stock Rights · Derivative | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · derivative · entry 7 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,077 Underlying: Common Stock · 330 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 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 107 | $51.83 | $5,545.81 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 6 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,494 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 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 5 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,601 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 6, 2020. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 115 | $51.83 | $5,960.45 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 4 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,293 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 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 3 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,408 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 6, 2020. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 196 | $51.83 | $10,158.68 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 2 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,078 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 06, 2020 Filed Mar 10, 2020 20:35 UTC | TXNM ENERGY INC PNM · Entity 3794 | Exercise / conversionCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002353 · primarydocument.xml · nonDerivative · entry 1 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,274 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 6, 2020. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:26 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002226 · primarydocument.xml · derivative · entry 2 Monroy Henry E · CIK 0001801847 · VP & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,407 Underlying: Common Stock · 1,023 shares Expires 2030-03-03 F1 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of PNM Resources, Inc. common stock F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning one year from March 7, 2020. 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). F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning one year from March 7, 2020. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.