Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | SVP, CFO & Treasurer | March 02, 2026 | March 03, 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 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Performance Shares (CEPS)SEC Table I · non-derivative | Direct | 46,244 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 2,724 · Balance 46,908 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2026-03-02 · Tax withholding · Disposed 664 · Balance 46,244 |
| Conversion of 2023 Performance Shares (CEPS)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-02 · Exercise / conversion · Disposed 6,808 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. F2: Shares withheld to pay income tax on Performance Shares acquired 3/2/26. |
| Estimated Shares held in 401(k)SEC Table I · non-derivative | IndirectShares held in 401(k) Plan | 3,588.21 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,588.21 |
Filing footnotes · ownership attribution and instrument terms
F1: No conversion price. Shares awarded if performance measure is met.
F2: Shares withheld to pay income tax on Performance Shares acquired 3/2/26.
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 |
|---|---|---|---|---|---|---|
| January 09, 2017 Filed Jan 11, 2017 18:47 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 428 | $39.02 | $16,700.56 |
DisclosureSEC source: 0000104918-17-000013 · primary_doc.xml · nonDerivative · entry 2 Christie Kevin J · CIK 0001633269 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,780 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/09/17. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 18:47 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000013 · primary_doc.xml · nonDerivative · entry 1 Christie Kevin J · CIK 0001633269 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:01 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock 2014 2015 and 2016 Restricted Stock Awards | 364 | $39.71 | $14,454.44 |
DisclosureSEC source: 0000104918-17-000001 · primary_doc.xml · nonDerivative · entry 1 Christie Kevin J · CIK 0001633269 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 F1 · shares: Shares sold to pay income tax on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on January 3, 2017. 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.