Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Sr V President/Corp Secretary | 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 | 24,969.97 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 1,652 · Balance 25,372.97 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2026-03-02 · Tax withholding · Disposed 403 · Balance 24,969.97 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Exercise / conversion · Disposed 4,128 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. |
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 23:40 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (CEPS) · Derivative | 4,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000032 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,128 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 23:40 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 403 | $39.92 | $16,087.76 |
DisclosureSEC source: 0000104918-26-000032 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,969.97 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 23:40 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,652 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000032 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,372.97 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 09, 2026 Filed Feb 10, 2026 21:50 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2026 · Derivative | 7,344 | $40.99 | $301,030.56 |
DisclosureSEC source: 0000104918-26-000018 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,344 Underlying: Common Stock · 7,344 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 21:50 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2026 | 3,147 | $40.99 | $128,995.53 |
DisclosureSEC source: 0000104918-26-000018 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,720.9726 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 19:24 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (TSR) · Derivative | 1,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000005 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,376 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 19:24 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,265 | $38.95 | $49,271.75 |
DisclosureSEC source: 0000104918-26-000005 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,573.9726 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 |
| June 13, 2025 Filed Sep 17, 2025 13:22 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 49.8938 | $37.51 | $1,871.35 |
DisclosureSEC source: 0001798487-25-000003 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,838.9726 F2 · shares: Inadvertent reinvestment of Dividends June 2025 Read SEC document |
| March 14, 2025 Filed Sep 17, 2025 13:22 UTC | AVISTA CORP AVA · Entity 145 | OtherCommon Stock | 37.0788 | $40.15 | $1,488.62 |
DisclosureSEC source: 0001798487-25-000003 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,789.0788 F1 · shares: Inadvertent reinvestment of Dividends March 2025 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:25 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (CEPS) · Derivative | 2,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000046 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,184 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 23:25 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 240 | $39.92 | $9,580.80 |
DisclosureSEC source: 0000104918-25-000046 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,752 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 23:25 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 984 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000046 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,992 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 22:27 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2025 · Derivative | 11,144 | $36.98 | $412,105.12 |
DisclosureSEC source: 0000104918-25-000033 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,144 Underlying: Common Stock · 11,144 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 22:27 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2025 | 6,705 | $36.98 | $247,950.90 |
DisclosureSEC source: 0000104918-25-000033 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,008 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 02:32 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (TSR) · Derivative | 2,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000017 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,184 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 02:32 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 365 | $36.54 | $13,337.10 |
DisclosureSEC source: 0000104918-25-000017 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,302 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 02:32 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000017 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,667 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 08, 2025 Filed Jan 16, 2025 17:28 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (TSR) · Derivative | 2,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000027 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,184 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 16, 2025 17:28 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 364 | $36.54 | $13,300.56 |
DisclosureSEC source: 0000104918-25-000027 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,303 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/8/25. F3 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| January 08, 2025 Filed Jan 16, 2025 17:28 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000027 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,667 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 23:37 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 958 | $35.24 | $33,759.92 |
DisclosureSEC source: 0000104918-25-000005 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,465 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 |
| February 19, 2024 Filed Feb 21, 2024 22:35 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (CEPS) · Derivative | 2,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000042 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 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 22:35 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 266 | $33.57 | $8,929.62 |
DisclosureSEC source: 0000104918-24-000042 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,423 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 22:35 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000042 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,689 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 19:46 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2024 · Derivative | 7,936 | $32.64 | $259,031.04 |
DisclosureSEC source: 0000104918-24-000030 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,936 Underlying: Common Stock · 7,936 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 19:46 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2024 | 3,400 | $32.64 | $110,976.00 |
DisclosureSEC source: 0000104918-24-000030 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,600 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 22:07 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (TSR) · Derivative | 2,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000017 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 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 22:07 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 450 | $36.21 | $16,294.50 |
DisclosureSEC source: 0000104918-24-000017 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,200 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 22:07 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000017 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,650 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 5, 2024 00:18 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 751 | $36.05 | $27,073.55 |
DisclosureSEC source: 0000104918-24-000005 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,160 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 02, 2023 Filed Feb 6, 2023 19:26 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 5,504 | $41.98 | $231,057.92 |
DisclosureSEC source: 0000104918-23-000046 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,504 Underlying: Common Stock · 5,504 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 19:26 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 2,357 | $41.98 | $98,946.86 |
DisclosureSEC source: 0000104918-23-000046 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,911 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 22:22 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000022 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 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 22:22 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 485 | $42.26 | $20,496.10 |
DisclosureSEC source: 0000104918-23-000022 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,555 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 22:22 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000022 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040 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 01:02 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 614 | $44.79 | $27,501.06 |
DisclosureSEC source: 0000104918-23-000004 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,349 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 16:57 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 615 | $44.79 | $27,545.85 |
DisclosureSEC source: 0000104918-23-000032 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Sr V President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,348 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 |
| August 04, 2022 Filed Aug 5, 2022 16:14 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 August · Derivative | 894 | $43.02 | $38,459.88 |
DisclosureSEC source: 0000104918-22-000068 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894 Underlying: Common Stock · 894 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 |
| August 04, 2022 Filed Aug 5, 2022 16:14 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 298 | $43.02 | $12,819.96 |
DisclosureSEC source: 0000104918-22-000068 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,963 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 |
| February 03, 2022 Filed Feb 7, 2022 17:41 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares CEPS · Derivative | 199 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000037 · primary_doc.xml · derivative · entry 5 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 199 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 17:41 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 3,474 | $44.26 | $153,759.24 |
DisclosureSEC source: 0000104918-22-000037 · primary_doc.xml · derivative · entry 4 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 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 17:41 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 42 | $44.26 | $1,858.92 |
DisclosureSEC source: 0000104918-22-000037 · primary_doc.xml · nonDerivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,665 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 17:41 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000037 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,707 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 17:41 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,418 | $44.26 | $151,280.68 |
DisclosureSEC source: 0000104918-22-000037 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,569 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 397 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000015 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 397 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 91 | $42.62 | $3,878.42 |
DisclosureSEC source: 0000104918-22-000015 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,151 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 302 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000015 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,242 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 19:22 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 259 | $42.28 | $10,950.52 |
DisclosureSEC source: 0000104918-22-000003 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 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 |
| February 04, 2021 Filed Feb 8, 2021 19:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000016 · primary_doc.xml · derivative · entry 5 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 162 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 19:14 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 4,108 | $37.43 | $153,762.44 |
DisclosureSEC source: 0000104918-21-000016 · primary_doc.xml · derivative · entry 4 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.