Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWESTERN CORPNWE · Entity 112257 | VP - Distribution | March 07, 2023 | March 09, 2023 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | VP - Distribution | 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 | 2,280 |
Reported balance
After 2023-03-07 transaction · row 1
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 596 · Balance 2,280 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 | 5,616 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Grant · Acquired 1,331 · Balance 6,077 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 461 · Balance 5,616 |
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 16:03 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001945750-26-000004 · wk-form4_1772485382.xml · nonDerivative · entry 2 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,616 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 16:03 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 1,331 | $68.45 | $91,106.95 |
DisclosureSEC source: 0001945750-26-000004 · wk-form4_1772485382.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,077 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 |
| January 22, 2026 Filed Jan 23, 2026 17:58 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | Tax withholdingCommon Stock | 206 | $64.54 | $13,295.24 |
DisclosureSEC source: 0001945750-26-000002 · wk-form4_1769209094.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,746 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 15:00 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001993004-25-000034 · wk-form4_1741204842.xml · nonDerivative · entry 2 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,952 F3 · 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. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 15:00 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 495 | $54.12 | $26,789.40 |
DisclosureSEC source: 0001993004-25-000034 · wk-form4_1741204842.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,928 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. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 10:39 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-24-000053 · wk-form4_1710427134.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,433 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 16:44 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 183 | $46.70 | $8,546.10 |
DisclosureSEC source: 0000073088-24-000037 · wk-form4_1709761429.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,463 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 13:09 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 596 | $0.00 | $0.00 |
DisclosureSEC source: 0000073088-23-000064 · wf-form4_167838533264416.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,280 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 |
| March 03, 2023 Filed Mar 7, 2023 13:29 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 88 | $56.92 | $5,008.96 |
DisclosureSEC source: 0000073088-23-000042 · wf-form4_167821378530851.xml · nonDerivative · entry 1 Merkel Jason · CIK 0001945750 · VP - Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,684 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. 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.