Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWESTERN CORPNWE · Entity 112257 | Controller | March 07, 2023 | March 09, 2023 |
| National American University Holdings, Inc.NAUH · Entity 155452 | Director | October 09, 2018 | October 11, 2018 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | Controller | 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 | 1,148 |
Reported balance
After 2023-03-07 transaction · row 1
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 420 · Balance 1,148 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.
National American University Holdings, Inc.
Report date October 09, 2018 · Filed October 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,460 |
Reported balance
After 2018-10-09 transaction · row 1
1 source rowRow 1 · 2018-10-09 · Grant · Acquired 22,727 · Balance 66,460 |
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 | 4,949 |
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 938 · Balance 4,949 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. |
| Common StockSEC Table I · non-derivative | Direct | 4,671 |
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 278 · Balance 4,671 |
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.
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 16:04 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001450010-26-000004 · wk-form4_1772485481.xml · nonDerivative · entry 2 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,671 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 16:04 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 938 | $68.45 | $64,206.10 |
DisclosureSEC source: 0001450010-26-000004 · wk-form4_1772485481.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,949 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. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 10:24 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 124 | $64.54 | $8,002.96 |
DisclosureSEC source: 0001450010-26-000002 · wk-form4_1769441066.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,999 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 14:58 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001993004-25-000032 · wk-form4_1741204724.xml · nonDerivative · entry 2 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,039 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, and through dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 14:58 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 566 | $54.12 | $30,631.92 |
DisclosureSEC source: 0001993004-25-000032 · wk-form4_1741204724.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,261 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, and through dividend reinvestment. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 10:53 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-24-000065 · wk-form4_1710428024.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,416 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: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan and through dividend reinvestment. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 16:47 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 202 | $46.70 | $9,433.40 |
DisclosureSEC source: 0000073088-24-000041 · wk-form4_1709761646.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,628 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: Total shares owned includes shares acquired from participation in the company's Employee Stock Purchase Plan, Long-Term Incentive Plan and through dividend reinvestment. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 13:05 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-23-000060 · wf-form4_167838512311332.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,148 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 |
| October 09, 2018 Filed Oct 11, 2018 17:11 UTC | National American University Holdings, Inc. NAUH · Entity 155452 | GrantCommon Stock | 22,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054802 · doc4.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,460 Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 20:19 UTC | National American University Holdings, Inc. NAUH · Entity 155452 | GrantCommon Stock | 10,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-056228 · doc4.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,733 Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 10:52 UTC | National American University Holdings, Inc. NAUH · Entity 155452 | GrantCommon Stock | 9,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145194 · doc4.xml · nonDerivative · entry 1 Berzina Jeffrey B. · CIK 0001450010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,210 F1 · shares: Shares of restricted common stock vest on October 4, 2017 (or such later date as the Company's trading window first opens) provided that the reporting person continues to serve as a director of the Company on such date. Shares vest immediately upon death or disability. 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.