Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWESTERN CORPNWE · Entity 112257 | Chief Financial Officer | March 07, 2023 | March 09, 2023 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | VP and CFO | 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 | 15,856 |
Reported balance
After 2023-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 2,774 · Balance 15,856 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. F2: Total shares owned includes shares acquired from dividend reinvestment. |
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.
F2: Total shares owned includes shares acquired from dividend reinvestment.
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 | 35,081 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 6,186 · Balance 36,587 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. Row 2 · 2026-02-27 · Tax withholding · Disposed 1,506 · Balance 35,081 |
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.
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 16:06 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 1,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001656678-26-000006 · wk-form4_1772485614.xml · nonDerivative · entry 2 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,081 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 16:06 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 6,186 | $68.45 | $423,431.70 |
DisclosureSEC source: 0001656678-26-000006 · wk-form4_1772485614.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,587 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. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 15:50 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001656678-26-000004 · wk-form4_1772052605.xml · nonDerivative · entry 2 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,401 Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 15:50 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 1,260 | $68.45 | $86,247.00 |
DisclosureSEC source: 0001656678-26-000004 · wk-form4_1772052605.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,430 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 2020 Executive Retirement-Retention Plan. 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. Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 18:00 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 808 | $64.54 | $52,148.32 |
DisclosureSEC source: 0001656678-26-000002 · wk-form4_1769209203.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,170 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 14:56 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 4,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001993004-25-000029 · wk-form4_1741204584.xml · nonDerivative · entry 2 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,865 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: Includes deferred share units and shares acquired from dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 14:56 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 3,963 | $54.12 | $214,477.56 |
DisclosureSEC source: 0001993004-25-000029 · wk-form4_1741204584.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,853 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: Includes deferred share units and shares acquired from dividend reinvestment. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 10:40 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 4,512 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-24-000055 · wk-form4_1710427214.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,773 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. F2 · balance_after: Includes shares acquired from dividend reinvestment. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 16:31 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 1,297 | $46.70 | $60,569.90 |
DisclosureSEC source: 0000073088-24-000031 · wk-form4_1709760663.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,261 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. F3 · balance_after: Includes shares acquired from dividend reinvestment. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:20 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,774 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-23-000076 · wf-form4_167838602072515.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,856 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. F2 · balance_after: Total shares owned includes shares acquired from dividend reinvestment. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 15:02 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 646 | $56.92 | $36,770.32 |
DisclosureSEC source: 0000073088-23-000054 · wf-form4_167821932758496.xml · nonDerivative · entry 2 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 F4 · security: 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. F5 · shares: Shares acquired upon 12/31/22 vesting of performance units granted under the company's 2017 Executive Retirement-Retention Plan. F2 · price: Share price is the closing share price on 2/16/23, the date when the company's Board of Directors approved payout and vesting of the award. F3 · balance_after: Includes shares acquired from dividend reinvestment. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 15:02 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 199 | $56.92 | $11,327.08 |
DisclosureSEC source: 0000073088-23-000054 · wf-form4_167821932758496.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,436 F1 · shares: Shares acquired upon 12/31/22 vesting of performance units granted under the company's 2020 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/16/23, the date when the company's Board of Directors approved payout and vesting of the award. F3 · balance_after: Includes shares acquired from dividend reinvestment. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 17:45 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-22-000162 · wf-form4_167114433128315.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,220 F1 · security: Represents the number of restricted share units, subject to a five-year cliff vesting period, acquired upon grant of award under the company's 2022 Executive Retirement-Retention Program. F2 · balance_after: Total shares owned includes shares acquired through dividend reinvestment. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 17:57 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 850 | $56.52 | $48,042.00 |
DisclosureSEC source: 0000073088-22-000063 · wf-form4_164626183539122.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,539 F1 · shares: Shares acquired upon 12/31/21 vesting of performance units granted under the company's 2019 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/10/22, 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 dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 12:52 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 740 | $56.52 | $41,824.80 |
DisclosureSEC source: 0000073088-22-000039 · wf-form4_164581154227015.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,689 F1 · security: 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. F2 · shares: Shares acquired upon 12/31/21 vesting of performance units granted under the company's 2016 Executive Retirement-Retention Plan. F3 · price: Share price is the closing share price on 2/10/22, 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 through dividend reinvestment. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:27 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 724 | $57.47 | $41,608.28 |
DisclosureSEC source: 0000073088-21-000053 · wf-form4_161437840097893.xml · nonDerivative · entry 2 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,918 F3 · security: 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. F4 · shares: Shares acquired upon 12/31/20 vesting of performance units granted under the company's 2015 Executive Retirement-Retention Plan. F2 · price: Share price is the closing share price on 2/11/21, the date when the company's Board of Directors approved payout and vesting of the award. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:27 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 862 | $57.47 | $49,539.14 |
DisclosureSEC source: 0000073088-21-000053 · wf-form4_161437840097893.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,194 F1 · shares: Shares acquired upon 12/31/20 vesting of performance units granted under the company's 2018 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/11/21, the date when the company's Board of Directors approved payout and vesting of the award. Read SEC document |
| February 26, 2020 Filed Feb 26, 2020 16:53 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 1,768 | $77.46 | $136,949.28 |
DisclosureSEC source: 0000073088-20-000044 · wf-form4_158275397861725.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,332 F1 · shares: Shares acquired upon 12/31/19 vesting of performance units granted under the company's 2017 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/12/2020, the date when the company's Board of Directors approved payout and vesting of the award. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 12:34 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 1,231 | $64.98 | $79,990.38 |
DisclosureSEC source: 0000073088-19-000041 · wf-form4_155128886565928.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 F1 · shares: Shares acquired upon 12/31/18 vesting of performance units granted under the company's 2016 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/11/19, the date when the company's Board of Directors approved payout and vesting of the award. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 12:25 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 154 | $52.22 | $8,041.88 |
DisclosureSEC source: 0000073088-18-000052 · wf-form4_151983873083663.xml · nonDerivative · entry 1 Lail Crystal Dawn · CIK 0001656678 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 F1 · shares: Shares acquired upon 12/31/17 vesting of performance units granted under the company's 2015 Long-Term Incentive Program. F2 · price: Share price is the closing share price on 2/12/18, the date when the company's Board of Directors approved payout and vesting of the award. 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.