Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWESTERN CORPNWE · Entity 112257 | Vice President and GC | March 07, 2023 | March 09, 2023 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | VP and General Counsel | February 27, 2026 | March 02, 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.
NORTHWESTERN CORP
Report date March 07, 2023 · Filed March 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,330 |
Reported balance
After 2023-03-07 transaction · row 1
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 1,330 · Balance 1,330 F1: Represents restricted share units, subject to a three-year cliff vesting period, acquired upon grant of award under the company's 2023 Long-Term Incentive Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted share units, subject to a three-year cliff vesting period, acquired upon grant of award under the company's 2023 Long-Term Incentive Program.
NorthWestern Energy Group, Inc.
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,687 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,818 · Balance 9,687 F1: Shares acquired upon 12/31/25 vesting of performance units granted under the company's 2023 Long-Term Incentive Program. F2: Share price is the closing share price on 2/11/26, the date when the company's Board of Directors approved payout and vesting of the award. F3: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan and through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 8,795 |
Reported balance
After 2026-02-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-27 · Tax withholding · Disposed 892 · Balance 8,795 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon 12/31/25 vesting of performance units granted under the company's 2023 Long-Term Incentive Program.
F2: Share price is the closing share price on 2/11/26, the date when the company's Board of Directors approved payout and vesting of the award.
F3: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan and through dividend reinvestment.
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 27, 2026 Filed Mar 2, 2026 16:09 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001960374-26-000006 · wk-form4_1772485787.xml · nonDerivative · entry 2 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,795 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 16:09 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 2,818 | $68.45 | $192,892.10 |
DisclosureSEC source: 0001960374-26-000006 · wk-form4_1772485787.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,687 F1 · shares: Shares acquired upon 12/31/25 vesting of performance units granted under the company's 2023 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/11/26, the date when the company's Board of Directors approved payout and vesting of the award. F3 · balance_after: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan and through dividend reinvestment. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 15:47 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001960374-26-000004 · wk-form4_1772052427.xml · nonDerivative · entry 2 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,869 Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 15:47 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 148 | $68.45 | $10,130.60 |
DisclosureSEC source: 0001960374-26-000004 · wk-form4_1772052427.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,880 F1 · security: Includes underlying deferred share units that are issuable subsequent to the reporting person's termination of service from the company. F2 · shares: Shares acquired upon 12/31/25 vesting of performance units granted under the company's 2023 Long-Term Incentive Program. F3 · price: Share price is the closing share price on 2/11/26, the date when the company's Board of Directors approved payout and vesting of the award. F4 · balance_after: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan and through dividend reinvestment. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 09:54 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 442 | $64.54 | $28,526.68 |
DisclosureSEC source: 0001960374-26-000002 · wk-form4_1768920869.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,195 Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 12:50 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 27 | $54.12 | $1,461.24 |
DisclosureSEC source: 0001993004-25-000051 · wk-form4_1741625421.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,919 F1 · shares: Shares acquired upon 12/31/24 vesting of performance units granted under the company's 2022 Long-Term Incentive Program. F2 · shares: Represents shares underlying deferred share units. The shares underlying deferred share units are issuable subsequent to the reporting person's termination of service from the company. F3 · price: Share price is the closing share price on 2/12/25, the date when the company's Board of Directors approved payout and vesting of the award. F4 · balance_after: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 16:34 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001993004-25-000045 · wk-form4_1741210485.xml · nonDerivative · entry 2 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,871 F4 · shares: Represents restricted share units, subject to a three-year cliff vesting period, acquired upon grant of award under the company's 2025 Long-Term Incentive Program. F3 · balance_after: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan . Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 16:34 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 361 | $54.12 | $19,537.32 |
DisclosureSEC source: 0001993004-25-000045 · wk-form4_1741210485.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,614 F1 · shares: Shares acquired upon 12/31/24 vesting of performance units granted under the company's 2022 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/12/25, the date when the company's Board of Directors approved payout and vesting of the award. F3 · balance_after: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan . Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 10:50 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-24-000061 · wk-form4_1710427802.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,001 F1 · shares: Represents restricted share units, subject to a three-year cliff vesting period, acquired upon grant of award under the company's 2024 Long-Term Incentive Program. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 16:42 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 141 | $46.70 | $6,584.70 |
DisclosureSEC source: 0000073088-24-000035 · wk-form4_1709761323.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,471 F1 · shares: Shares acquired upon 12/31/23 vesting of performance units granted under the company's 2021 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/14/24, the date when the company's Board of Directors approved payout and vesting of the award. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:22 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-23-000078 · wf-form4_167838615517812.xml · nonDerivative · entry 1 Heim Shannon · CIK 0001960374 · Vice President and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330 F1 · shares: Represents restricted share units, subject to a three-year cliff vesting period, acquired upon grant of award under the company's 2023 Long-Term Incentive Program. 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.