Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Senior Vice President | 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 | 9,441 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 1,376 · Balance 9,777 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2026-03-02 · Tax withholding · Disposed 336 · Balance 9,441 F2: Shares withheld to pay income tax on Performance Shares acquired 3/2/26. |
| 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 3,440 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. |
| Estimated Shares held in 401(k)SEC Table I · non-derivative | IndirectShares held in 401(k) Plan | 10,227.12 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,227.12 |
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 23:20 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (CEPS) · Derivative | 3,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000030 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,440 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 23:20 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 336 | $39.92 | $13,413.12 |
DisclosureSEC source: 0000104918-26-000030 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,441 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 23:20 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000030 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,777 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 26, 2026 Filed Feb 26, 2026 21:20 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,768 | $40.18 | $71,040.18 |
DisclosureSEC source: 0000104918-26-000027 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,401 Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 21:44 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2026 · Derivative | 5,807 | $40.99 | $238,028.93 |
DisclosureSEC source: 0000104918-26-000016 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,807 Underlying: Common Stock · 5,807 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 21:44 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2026 | 2,488 | $40.99 | $101,983.12 |
DisclosureSEC source: 0000104918-26-000016 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,169 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (TSR) · Derivative | 1,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000003 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,147 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,131 | $38.95 | $44,052.45 |
DisclosureSEC source: 0000104918-26-000003 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,681 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 |
| September 16, 2025 Filed Sep 17, 2025 15:20 UTC | AVISTA CORP AVA · Entity 145 | PurchaseCommon Stock | 3,671.4 | $35.55 | $130,518.27 |
DisclosureSEC source: 0001724735-25-000003 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held in 401(k) Plan Disclosed balance after: 9,988.85 Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 17:28 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 3,322 | $39.11 | $129,915.12 |
DisclosureSEC source: 0000104918-25-000060 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,812 Read SEC document |
| March 10, 2025 Filed Mar 10, 2025 18:08 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,605 | $39.89 | $64,018.96 |
DisclosureSEC source: 0000104918-25-000057 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,134 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (CEPS) · Derivative | 1,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000044 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,737 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 03, 2025 Filed Mar 4, 2025 23:17 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 191 | $39.92 | $7,624.72 |
DisclosureSEC source: 0000104918-25-000044 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,739 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 3/3/25. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000044 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,930 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 12, 2025 Filed Feb 13, 2025 22:19 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2025 · Derivative | 9,819 | $36.98 | $363,106.62 |
DisclosureSEC source: 0000104918-25-000031 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,819 Underlying: Common Stock · 9,819 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 12, 2025 Filed Feb 13, 2025 22:19 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2025 | 6,137 | $36.98 | $226,946.26 |
DisclosureSEC source: 0000104918-25-000031 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,148 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 08, 2025 Filed Jan 14, 2025 02:21 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (TSR) · Derivative | 1,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000015 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,737 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 |
| January 08, 2025 Filed Jan 14, 2025 02:21 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 290 | $36.54 | $10,596.60 |
DisclosureSEC source: 0000104918-25-000015 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,011 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/8/25. Read SEC document |
| January 08, 2025 Filed Jan 14, 2025 02:21 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000015 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,301 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 |
| January 06, 2025 Filed Jan 8, 2025 23:31 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 851 | $35.24 | $29,989.24 |
DisclosureSEC source: 0000104918-25-000003 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,345 F1 · shares: Shares sold to pay income tax on final 1/3 of 2022, second 1/3 of 2023 and first 1/3 of 2024 restricted shares that vested on January 6, 2025. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 15:16 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,716 | $35.70 | $61,257.42 |
DisclosureSEC source: 0000104918-24-000068 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,196 Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:26 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (CEPS) · Derivative | 2,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000040 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,054 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 |
| February 19, 2024 Filed Feb 21, 2024 22:26 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 266 | $33.57 | $8,929.62 |
DisclosureSEC source: 0000104918-24-000040 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,912 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/19/24. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:26 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000040 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,178 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 08, 2024 Filed Feb 12, 2024 19:37 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2024 · Derivative | 7,079 | $32.64 | $231,058.56 |
DisclosureSEC source: 0000104918-24-000028 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,079 Underlying: Common Stock · 7,079 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 08, 2024 Filed Feb 12, 2024 19:37 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2024 | 3,032 | $32.64 | $98,964.48 |
DisclosureSEC source: 0000104918-24-000028 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,089 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 09, 2024 Filed Jan 11, 2024 21:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (TSR) · Derivative | 2,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000015 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,054 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 |
| January 09, 2024 Filed Jan 11, 2024 21:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 450 | $36.21 | $16,294.50 |
DisclosureSEC source: 0000104918-24-000015 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,057 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/9/24. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 21:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000015 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,507 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 |
| January 02, 2024 Filed Jan 4, 2024 22:47 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 681 | $36.05 | $24,550.05 |
DisclosureSEC source: 0000104918-24-000003 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,017 F1 · shares: Shares sold to pay income tax on final 1/3 of 2021, second 1/3 of 2022 and first 1/3 of 2023 restricted shares that vested on January 2, 2024. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 19:10 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,542 | $41.30 | $104,984.60 |
DisclosureSEC source: 0001174957-23-000002 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,698 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 18:54 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 4,587 | $41.98 | $192,562.26 |
DisclosureSEC source: 0000104918-23-000044 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 Underlying: Common Stock · 4,587 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 02, 2023 Filed Feb 6, 2023 18:54 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 1,964 | $41.98 | $82,448.72 |
DisclosureSEC source: 0000104918-23-000044 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,240 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 10, 2023 Filed Jan 12, 2023 22:19 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000021 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,503 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 |
| January 10, 2023 Filed Jan 12, 2023 22:19 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 495 | $42.26 | $20,918.70 |
DisclosureSEC source: 0000104918-23-000021 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,277 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/10/23. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 22:19 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000021 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,772 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 |
| January 03, 2023 Filed Jan 6, 2023 00:55 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 583 | $44.79 | $26,112.57 |
DisclosureSEC source: 0000104918-23-000002 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,081 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. Read SEC document |
| January 03, 2023 Filed Jan 19, 2023 16:51 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 584 | $44.79 | $26,157.36 |
DisclosureSEC source: 0000104918-23-000030 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. F2 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| March 02, 2022 Filed Mar 2, 2022 19:57 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 450 | $44.61 | $20,074.50 |
DisclosureSEC source: 0000104918-22-000052 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,664 Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 18:19 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,381 | $44.29 | $105,454.49 |
DisclosureSEC source: 0000104918-22-000050 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,114 Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 18:48 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000040 · primary_doc.xml · derivative · entry 6 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,252 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 18:48 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 3,474 | $44.26 | $153,759.24 |
DisclosureSEC source: 0000104918-22-000040 · primary_doc.xml · derivative · entry 5 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 Underlying: Common Stock · 3,474 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · 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. F5 · 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 03, 2022 Filed Feb 7, 2022 18:48 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 207 | $44.26 | $9,161.82 |
DisclosureSEC source: 0000104918-22-000040 · primary_doc.xml · nonDerivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,495 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/3/22. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 18:48 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000040 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,702 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 · 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 |
| February 03, 2022 Filed Feb 7, 2022 18:48 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,418 | $44.26 | $151,280.68 |
DisclosureSEC source: 0000104918-22-000040 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838 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 05, 2022 Filed Jan 7, 2022 19:56 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000014 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 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 |
| January 05, 2022 Filed Jan 7, 2022 19:56 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 570 | $42.62 | $24,293.40 |
DisclosureSEC source: 0000104918-22-000014 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,423 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 19:56 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000014 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993 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 |
| January 05, 2022 Filed Jan 14, 2022 16:57 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000028 · primary_doc.xml · derivative · entry 4 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 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 |
| January 05, 2022 Filed Jan 14, 2022 16:57 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 573 | $42.62 | $24,421.26 |
DisclosureSEC source: 0000104918-22-000028 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. F3 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. 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.