Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXNM ENERGY INCTXNM · Entity 3794 | SVP, Corporate Services | March 03, 2026 | March 04, 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 03, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock RightsSEC Table II · derivative / convertible security | Direct | 1,629 |
Reported balance
After 2026-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 1,629 · Balance 1,629 F1: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock. F2: 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: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock.
F2: 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 03, 2026 Filed Mar 4, 2026 23:19 UTC | TXNM ENERGY INC TXNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 1,629 | $0.00 | $0.00 |
DisclosureSEC source: 0002070792-26-000002 · wk-form4_1772666338.xml · derivative · entry 1 Jacobson Monique · CIK 0002070792 · SVP, Corporate Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,629 Underlying: Common Stock · 1,629 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of TXNM Energy, Inc. common stock. F2 · 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). F2 · 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 |
| December 17, 2025 Filed Dec 18, 2025 20:55 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Tax withholdingCommon Stock | 298 | $58.71 | $17,495.58 |
DisclosureSEC source: 0002070792-25-000002 · wk-form4_1766091335.xml · nonDerivative · entry 2 Jacobson Monique · CIK 0002070792 · SVP, Corporate Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360 F2 · security: 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. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 20:55 UTC | TXNM ENERGY INC TXNM · Entity 3794 | Exercise / conversionCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0002070792-25-000002 · wk-form4_1766091335.xml · nonDerivative · entry 1 Jacobson Monique · CIK 0002070792 · SVP, Corporate Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658 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 vesting of performance shares earned for the 2023 - 2025 performance period based on preliminary results of achievement of applicable performance measures. 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.