Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERSOURCE ENERGYES · Entity 3173 | Trustee | February 17, 2026 | February 19, 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.
EVERSOURCE ENERGY
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 23,725 |
Reported balance
After 2026-02-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-17 · Sale · Disposed 2,581 · Balance 23,725 F1: Includes restricted share units and dividend equivalents thereon. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 1,621 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,621 F2: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted share units and dividend equivalents thereon.
F2: Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11.
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 17, 2026 Filed Feb 19, 2026 21:12 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 2,581 | $73.32 | $189,238.92 |
DisclosureSEC source: 0000072741-26-000066 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,725 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 16, 2026 Filed Jan 20, 2026 22:11 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000072741-26-000031 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,306 F1 · shares: Restricted share units that vested on January 20, 2026. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 23:03 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 3,092 | $62.26 | $192,507.92 |
DisclosureSEC source: 0001127602-25-006059 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,671 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 19:55 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 3,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001419 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,763 F1 · shares: Restricted share units that vested on January 16, 2025. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:32 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 2,714 | $57.60 | $156,337.26 |
DisclosureSEC source: 0001127602-24-007488 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,621 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.604 to $57.610, inclusive. The reporting person undertakes to provide Eversource Energy, any security holder of Eversource Energy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold within the range set forth above. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:57 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001607 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,335 F1 · shares: Restricted share units that vested on January 16, 2024. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:00 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 1,943 | $78.83 | $153,166.69 |
DisclosureSEC source: 0001127602-23-005804 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,763 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:39 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001798 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,706 F1 · shares: Restricted share units that vested on January 18, 2023. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| May 09, 2022 Filed May 10, 2022 20:30 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 1,859 | $90.84 | $168,871.56 |
DisclosureSEC source: 0001127602-22-013984 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,286 F1 · shares: Includes restricted share units and dividend equivalents thereon. F2 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.830 to $90.846, inclusive. The reporting person undertakes to provide Eversource Energy, any security holder of Eversource Energy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold within the range set forth above. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 22:05 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000072741-22-000010 · primary_doc.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 F1 · shares: Restricted share units that vested on January 18, 2022. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:47 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002080 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,578 F1 · shares: Restricted share units that vested on January 16, 2021. Receipt of the underlying common shares has been deferred. Distribution of the deferred common shares will be made on the 10th business day of January of the year following the reporting person's retirement from the Board. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 22:22 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 1,908 | $86.58 | $165,187.01 |
DisclosureSEC source: 0001127602-20-008640 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,286 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 18:25 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001896 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,194 F1 · shares: Restricted share units that vested on January 16, 2020. The reporting person elected to receive all of the underlying common shares. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 23:18 UTC | EVERSOURCE ENERGY ES · Entity 3173 | SaleCommon Shares, $5.00 par value | 2,501 | $70.46 | $176,227.96 |
DisclosureSEC source: 0001127602-19-008135 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,825 F1 · price: The transaction was executed in multiple trades at prices ranging from $70.450 to $70.470. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 22:20 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002190 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,326 F1 · shares: Restricted share units that vest on January 16, 2019. The reporting person elected to receive 50% of the underlying common shares (1,402 shares). Receipt of the remaining common shares has been deferred. Distribution of the deferred common shares will be made on the 10th business day of January of the year following the reporting person's retirement from the Board. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 23:31 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001988 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,728 F1 · shares: Restricted share units that were granted on January 16, 2018 and will vest on May 2, 2018, subject to shareholder approval, and for which receipt of the underlying shares has been deferred. Distribution will be made on a one-for-one basis in common shares on the 10th business day of January of the year following the reporting person's retirement from the Board. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 23:02 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002111 · form4.xml · nonDerivative · entry 1 Williams Frederica M · CIK 0001544884 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,151 F1 · shares: Restricted share units that vested on January 18, 2017, receipt of the underlying shares has been deferred. Distribution will be made on a one-for-one basis in common shares on the 10th business day of January of the year following the reporting person's retirement from the Board. F2 · balance_after: Includes restricted share units and dividend equivalents thereon. 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.