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 |
|---|---|---|---|---|---|---|
| January 05, 2022 Filed Jan 14, 2022 16:57 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000028 · 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 03, 2022 Filed Jan 5, 2022 16:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 365 | $42.28 | $15,432.20 |
DisclosureSEC source: 0000104918-22-000002 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,089 F1 · shares: Shares sold to pay income tax on final 1/3 of 2019, second 1/3 of 2020 and first 1/3 of 2021 restricted shares that vested on January 3, 2022. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 19:15 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock - Discretionary Transaction in 401(k) Plan | 784.506 | $40.79 | $32,000.00 |
DisclosureSEC source: 0000104918-21-000066 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Shares Held in 401(k) Plan Disclosed balance after: 5,218.2842 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 18:54 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,056 | $40.21 | $82,671.76 |
DisclosureSEC source: 0000104918-21-000026 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 18:50 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000015 · 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 · 1,024 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 04, 2021 Filed Feb 8, 2021 18:50 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 4,108 | $37.43 | $153,762.44 |
DisclosureSEC source: 0000104918-21-000015 · primary_doc.xml · derivative · entry 5 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,108 Underlying: Common Stock · 4,108 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 04, 2021 Filed Feb 8, 2021 18:50 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 524 | $37.43 | $19,613.32 |
DisclosureSEC source: 0000104918-21-000015 · primary_doc.xml · nonDerivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/4/21. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 18:50 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000015 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,034 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 04, 2021 Filed Feb 8, 2021 18:50 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,369 | $37.43 | $51,241.67 |
DisclosureSEC source: 0000104918-21-000015 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,743 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 04, 2021 Filed Jan 6, 2021 17:24 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 327 | $39.47 | $12,906.69 |
DisclosureSEC source: 0000104918-21-000002 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 F1 · shares: Shares sold to pay income tax on final 1/3 of 2018, second 1/3 of 2019 and first 1/3 of 2020 restricted shares that vested on January 4, 2021. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 15:15 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 2,815 | $50.78 | $142,945.70 |
DisclosureSEC source: 0000104918-20-000057 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:43 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000039 · 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 · 485 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · 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 27, 2020 Filed Feb 28, 2020 17:43 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 237 | $49.49 | $11,729.13 |
DisclosureSEC source: 0000104918-20-000039 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,992 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:43 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 733 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000039 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,229 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 |
| February 05, 2020 Filed Feb 7, 2020 18:12 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 3,006 | $51.15 | $153,756.90 |
DisclosureSEC source: 0000104918-20-000030 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Underlying: Common Stock · 3,006 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 05, 2020 Filed Feb 7, 2020 18:12 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,002 | $51.15 | $51,252.30 |
DisclosureSEC source: 0000104918-20-000030 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,259 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 02, 2020 Filed Jan 6, 2020 17:02 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 276 | $47.47 | $13,101.72 |
DisclosureSEC source: 0000104918-20-000016 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,613 F1 · shares: Shares sold to pay income tax on final 1/3 of 2017, second 1/3 of 2018 and first 1/3 of 2019 restricted shares that vested on January 2, 2020. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 16:36 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock - Discretionary Transaction in 401(k) Plan | 1,351 | $48.14 | $65,037.14 |
DisclosureSEC source: 0000104918-19-000133 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee Disclosed balance after: 5,510.4653 Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 17:10 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock - Discretionary Transaction in 401(k) Plan | 2,161.4 | $41.34 | $89,352.28 |
DisclosureSEC source: 0000104918-19-000101 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee Disclosed balance after: 4,159.78 Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 15:37 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock - Discretionary Transaction in 401(k) Plan | 1,611.02 | $41.45 | $66,776.78 |
DisclosureSEC source: 0000104918-19-000069 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Trustee Disclosed balance after: 1,998.38 Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 22:27 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2019 · Derivative | 3,757 | $40.97 | $153,924.29 |
DisclosureSEC source: 0000104918-19-000045 · primary_doc.xml · derivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757 Underlying: Common Stock · 3,757 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 11, 2019 Filed Feb 12, 2019 22:27 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000045 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533 F1 · price: 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 |
| February 05, 2019 Filed Feb 7, 2019 17:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000024 · 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 · 485 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · 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 05, 2019 Filed Feb 7, 2019 17:04 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 81 | $41.42 | $3,355.02 |
DisclosureSEC source: 0000104918-19-000024 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000024 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,362 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 02, 2019 Filed Jan 4, 2019 17:29 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016, 2017 and 2018 Restricted Stock Award | 199 | $42.80 | $8,517.20 |
DisclosureSEC source: 0000104918-19-000002 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,090 F1 · shares: Shares sold to pay income tax on final 1/3 of 2016, second 1/3 of 2017 and first 1/3 of 2018 restricted shares that vested on January 2, 2019. Read SEC document |
| May 23, 2018 Filed May 23, 2018 22:56 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 781 | $52.70 | $41,160.42 |
DisclosureSEC source: 0000104918-18-000079 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,289 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 23:34 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 3,074 | $50.08 | $153,945.92 |
DisclosureSEC source: 0000104918-18-000029 · primary_doc.xml · derivative · entry 6 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074 Underlying: Common Stock · 3,074 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 01, 2018 Filed Feb 2, 2018 23:34 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000029 · primary_doc.xml · derivative · entry 5 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 485 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · 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 01, 2018 Filed Feb 2, 2018 23:34 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock-Restricted Shares | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000029 · primary_doc.xml · nonDerivative · entry 3 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,070 F3 · price: 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 |
| February 01, 2018 Filed Feb 2, 2018 23:34 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 98 | $50.08 | $4,907.84 |
DisclosureSEC source: 0000104918-18-000029 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,046 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 23:34 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000029 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 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 11, 2018 Filed Jan 12, 2018 23:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares · Derivative | 970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000015 · 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 · 970 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: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · 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 |
| January 11, 2018 Filed Jan 12, 2018 23:04 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 466 | $51.62 | $24,054.92 |
DisclosureSEC source: 0000104918-18-000015 · primary_doc.xml · nonDerivative · entry 2 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/11/18. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 23:04 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000015 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,336 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 02, 2018 Filed Jan 4, 2018 19:43 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015 2016 and 2017 Restricted Stock Awards | 159 | $51.50 | $8,188.50 |
DisclosureSEC source: 0000104918-18-000012 · primary_doc.xml · nonDerivative · entry 1 Cox Bryan Alden · CIK 0001724735 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 F1 · shares: Shares sold to pay income tax on final 1/3 of 2015, second 1/3 of 2016 and first 1/3 of 2017 restricted shares that vested on January 2, 2018. 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.