person · Reporting owner
Rosentrater Heather Lynn
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | President & CEO | March 02, 2026 | March 04, 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 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Performance Shares (CEPS)SEC Table I · non-derivative | Direct | 78,132 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Exercise / conversion · Acquired 2,752 · Balance 78,803 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2026-03-02 · Tax withholding · Disposed 671 · Balance 78,132 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 6,879 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. |
| Common Stock in Spouse's PlanSEC Table I · non-derivative | IndirectShares Held by Spouse | 695 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 695 |
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 4, 2026 00:01 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (CEPS) · Derivative | 6,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000038 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,879 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 4, 2026 00:01 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 671 | $39.92 | $26,786.32 |
DisclosureSEC source: 0000104918-26-000038 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,132 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 3/2/26. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 00:01 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 2,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000038 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,803 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 22:06 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2026 · Derivative | 49,526 | $40.99 | $2,030,070.74 |
DisclosureSEC source: 0000104918-26-000023 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,526 Underlying: Common Stock · 49,526 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 22:06 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2026 | 21,223 | $40.99 | $869,930.77 |
DisclosureSEC source: 0000104918-26-000023 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,051 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 19:52 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2023 Performance Shares (TSR) · Derivative | 2,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-26-000011 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,293 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 19:52 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 2,983 | $38.95 | $116,187.85 |
DisclosureSEC source: 0000104918-26-000011 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,828 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 |
| March 03, 2025 Filed Mar 4, 2025 23:51 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (CEPS) · Derivative | 4,322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000052 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,322 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 23:51 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 474 | $39.92 | $18,922.08 |
DisclosureSEC source: 0000104918-25-000052 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,811 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 23:51 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000052 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,285 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. F3 · balance_after: Corrected amount of holdings from previously reported in addition to the transaction amount. Total amount was decreased by two shares for correction. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:51 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2025 · Derivative | 46,717 | $36.98 | $1,727,594.66 |
DisclosureSEC source: 0000104918-25-000039 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,717 Underlying: Common Stock · 46,717 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 22:51 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2025 | 22,916 | $36.98 | $847,433.68 |
DisclosureSEC source: 0000104918-25-000039 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,342 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 02:55 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2022 Performance Shares (TSR) · Derivative | 4,322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000022 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,322 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 02:55 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 575 | $36.54 | $21,010.50 |
DisclosureSEC source: 0000104918-25-000022 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,426 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 02:55 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 2,378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-25-000022 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,001 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 23:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,374 | $35.24 | $48,419.76 |
DisclosureSEC source: 0000104918-25-000011 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,623 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 22:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (CEPS) · Derivative | 3,307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000047 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,307 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 22:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 427 | $33.57 | $14,334.39 |
DisclosureSEC source: 0000104918-24-000047 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,997 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 22:57 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 1,753 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000047 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,424 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 20:10 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2024 · Derivative | 16,086 | $32.64 | $525,047.04 |
DisclosureSEC source: 0000104918-24-000036 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,086 Underlying: Common Stock · 16,086 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 20:10 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2024 | 6,892 | $32.64 | $224,954.88 |
DisclosureSEC source: 0000104918-24-000036 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,671 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 22:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (TSR) · Derivative | 3,307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000023 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,307 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 22:37 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 643 | $36.21 | $23,283.03 |
DisclosureSEC source: 0000104918-24-000023 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,779 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 22:37 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 2,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000023 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,422 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 00:36 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 908 | $36.05 | $32,733.40 |
DisclosureSEC source: 0000104918-24-000011 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,024 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 19:53 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 9,172 | $41.98 | $385,040.56 |
DisclosureSEC source: 0000104918-23-000052 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172 Underlying: Common Stock · 9,172 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 19:53 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 3,930 | $41.98 | $164,981.40 |
DisclosureSEC source: 0000104918-23-000052 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,932 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 22:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 1,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000027 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,870 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 22:46 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 575 | $42.26 | $24,299.50 |
DisclosureSEC source: 0000104918-23-000027 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,006 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 22:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 2,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000027 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,581 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 01:24 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 635 | $44.79 | $28,441.65 |
DisclosureSEC source: 0000104918-23-000010 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,477 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 17:12 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 639 | $44.79 | $28,620.81 |
DisclosureSEC source: 0000104918-23-000038 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,473 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 |
| February 03, 2022 Filed Feb 7, 2022 19:16 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000043 · primary_doc.xml · derivative · entry 5 Rosentrater Heather Lynn · CIK 0001659415 · Senior 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 8,642 | $44.26 | $382,494.92 |
DisclosureSEC source: 0000104918-22-000043 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,642 Underlying: Common Stock · 8,642 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 211 | $44.26 | $9,338.86 |
DisclosureSEC source: 0000104918-22-000043 · primary_doc.xml · nonDerivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,112 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000043 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,323 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 19:16 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 2,881 | $44.26 | $127,513.06 |
DisclosureSEC source: 0000104918-22-000043 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,459 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 20:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000020 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · Senior 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 20:39 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 549 | $42.62 | $23,398.38 |
DisclosureSEC source: 0000104918-22-000020 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,581 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 20:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000020 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,130 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 17:38 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000033 · primary_doc.xml · derivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · Senior 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 17:38 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 552 | $42.62 | $23,526.24 |
DisclosureSEC source: 0000104918-22-000033 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,578 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 |
| January 05, 2022 Filed Jan 14, 2022 17:38 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000033 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,130 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 19:40 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 473 | $42.28 | $19,998.44 |
DisclosureSEC source: 0000104918-22-000008 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,226 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 20:31 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000020 · primary_doc.xml · derivative · entry 5 Rosentrater Heather Lynn · CIK 0001659415 · Sr. 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 20:31 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 6,612 | $37.43 | $247,487.16 |
DisclosureSEC source: 0000104918-21-000020 · primary_doc.xml · derivative · entry 4 Rosentrater Heather Lynn · CIK 0001659415 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,612 Underlying: Common Stock · 6,612 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 20:31 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 523 | $37.43 | $19,575.89 |
DisclosureSEC source: 0000104918-21-000020 · primary_doc.xml · nonDerivative · entry 3 Rosentrater Heather Lynn · CIK 0001659415 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,699 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 20:31 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,310 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000020 · primary_doc.xml · nonDerivative · entry 2 Rosentrater Heather Lynn · CIK 0001659415 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,770 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 20:31 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 2,205 | $37.43 | $82,533.15 |
DisclosureSEC source: 0000104918-21-000020 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,460 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 18:12 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 352 | $39.47 | $13,893.44 |
DisclosureSEC source: 0000104918-21-000008 · primary_doc.xml · nonDerivative · entry 1 Rosentrater Heather Lynn · CIK 0001659415 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,184 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.