Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | VP and Treasurer | February 20, 2026 | February 24, 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.
PINNACLE WEST CAPITAL CORP
Report date February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SockSEC Table I · non-derivative | Direct | 494 |
Ending reported balance
After 2026-02-20 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 272 · Balance 402 F1: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. Row 2 · 2026-02-20 · Disposition to issuer · Disposed 17 · Balance 385 F2: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Row 3 · 2026-02-20 · Tax withholding · Disposed 81 · Balance 304 F3: Shares retained by the Company for purpose of meeting tax withholding requirements. The recipient retained all other shares. Row 4 · 2026-02-20 · Exercise / conversion · Acquired 291 · Balance 595 F1: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. Row 5 · 2026-02-20 · Disposition to issuer · Disposed 12 · Balance 583 F2: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Row 6 · 2026-02-20 · Tax withholding · Disposed 89 · Balance 494 F3: Shares retained by the Company for purpose of meeting tax withholding requirements. The recipient retained all other shares. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 540 |
Reported balance
After 2026-02-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-20 · Exercise / conversion · Acquired 272 · Balance 540 F1: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F4: The number of derivative securities in Column 5 includes 17 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F5: The Restricted Stock Units award was granted and was effective in November 2024, and vests in four equal, annual installments beginning on February 20, 2025. F6: Includes 30 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 870 |
Reported balance
After 2026-02-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-20 · Exercise / conversion · Acquired 291 · Balance 870 F1: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F7: The number of derivative securities in Column 5 includes 12 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F8: The Restricted Stock Units award was granted effective February 2025, and vests in four equal, annual installments beginning February 20, 2026. F9: Includes 33 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock.
F2: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.
F3: Shares retained by the Company for purpose of meeting tax withholding requirements. The recipient retained all other shares.
F4: The number of derivative securities in Column 5 includes 17 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.
F5: The Restricted Stock Units award was granted and was effective in November 2024, and vests in four equal, annual installments beginning on February 20, 2025.
F6: Includes 30 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.
F7: The number of derivative securities in Column 5 includes 12 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.
F8: The Restricted Stock Units award was granted effective February 2025, and vests in four equal, annual installments beginning February 20, 2026.
F9: Includes 33 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.
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 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Unit · Derivative | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · derivative · entry 8 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870 Underlying: Common Stock · 291 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F7 · shares: The number of derivative securities in Column 5 includes 12 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F8 · derivative.exercise_date: The Restricted Stock Units award was granted effective February 2025, and vests in four equal, annual installments beginning February 20, 2026. F8 · derivative.expiration_date: The Restricted Stock Units award was granted effective February 2025, and vests in four equal, annual installments beginning February 20, 2026. F9 · balance_after: Includes 33 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionRestricted Stock Unit · Derivative | 272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · derivative · entry 7 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540 Underlying: Common Stock · 272 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: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F4 · shares: The number of derivative securities in Column 5 includes 17 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F5 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in November 2024, and vests in four equal, annual installments beginning on February 20, 2025. F5 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in November 2024, and vests in four equal, annual installments beginning on February 20, 2025. F6 · balance_after: Includes 30 Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Sock | 89 | $98.34 | $8,752.26 |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 6 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Sock | 12 | $98.34 | $1,180.08 |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 5 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Sock | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 4 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Sock | 81 | $98.34 | $7,965.54 |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 3 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304 F3 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Disposition to issuerCommon Sock | 17 | $98.34 | $1,671.78 |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 2 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385 F2 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:10 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Exercise / conversionCommon Sock | 272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-011301 · wk-form4_1771974624.xml · nonDerivative · entry 1 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402 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 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's Common Stock. The Restricted Stock Units will be settled in 100% shares of common stock. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:04 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantRestricted Stock Unit · Derivative | 1,140 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-009707 · wk-form4_1771535079.xml · derivative · entry 1 Bauer Christopher R. · CIK 0002069494 · VP and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 1,140 shares Expires not disclosed F1 · derivative.exercise_price: On February 17, 2026, the recipient received the number specified above of Restricted Stock Units and related Dividend Equivalents. Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in common stock. When the Company declares a cash dividend on its stock from the date of grant until the applicable vesting date, the recipient will be credited with additional Restricted Stock Units in satisfaction of the Dividend Equivalents Award. Vested Restricted Stock Units in satisfaction of the Dividend Equivalents Award will be made in cash. F1 · price: On February 17, 2026, the recipient received the number specified above of Restricted Stock Units and related Dividend Equivalents. Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in common stock. When the Company declares a cash dividend on its stock from the date of grant until the applicable vesting date, the recipient will be credited with additional Restricted Stock Units in satisfaction of the Dividend Equivalents Award. Vested Restricted Stock Units in satisfaction of the Dividend Equivalents Award will be made in cash. F2 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2026, and vests in four equal, annual installments beginning on February 20, 2027. F2 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2026, and vests in four equal, annual installments beginning on February 20, 2027. 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.