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 |
|---|---|---|---|---|---|---|
| February 04, 2021 Filed Feb 8, 2021 19:14 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 87 | $37.43 | $3,256.41 |
DisclosureSEC source: 0000104918-21-000016 · primary_doc.xml · nonDerivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,199 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 19:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000016 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,286 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 19:14 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,369 | $37.43 | $51,241.67 |
DisclosureSEC source: 0000104918-21-000016 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,083 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 17:33 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 137 | $39.47 | $5,407.39 |
DisclosureSEC source: 0000104918-21-000003 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,627 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 |
| February 27, 2020 Filed Feb 28, 2020 18:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000042 · primary_doc.xml · derivative · entry 3 Hesler Gregory Curtis · CIK 0001798487 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 220 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 18:12 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 132 | $49.49 | $6,532.68 |
DisclosureSEC source: 0000104918-20-000042 · primary_doc.xml · nonDerivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764 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 18:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000042 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,896 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 17:27 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 3,006 | $51.15 | $153,756.90 |
DisclosureSEC source: 0000104918-20-000024 · primary_doc.xml · derivative · entry 2 Hesler Gregory Curtis · CIK 0001798487 · 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 17:27 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,002 | $51.15 | $51,252.30 |
DisclosureSEC source: 0000104918-20-000024 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,456 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 16:09 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 60 | $47.47 | $2,848.20 |
DisclosureSEC source: 0000104918-20-000004 · primary_doc.xml · nonDerivative · entry 1 Hesler Gregory Curtis · CIK 0001798487 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.