Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLPNONE · Entity 95160 | See Remarks | January 01, 2017 | January 10, 2017 |
| SPIRE INCSR · Entity 3925 | Director | February 05, 2026 | February 09, 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.
JONES FINANCIAL COMPANIES LLLP
Report date January 01, 2017 · Filed January 10, 2017
This filing explicitly reported no securities owned.
SPIRE INC
Report date February 05, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,540 |
Reported balance
After 2026-02-05 transaction · row 1
1 source rowRow 1 · 2026-02-05 · Grant · Acquired 1,640 · Balance 5,540 F1: Represents award of time-vested restricted stock that vests on August 5, 2026. F2: Price as of the close of business on February 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of time-vested restricted stock that vests on August 5, 2026.
F2: Price as of the close of business on February 5, 2026.
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 05, 2026 Filed Feb 9, 2026 14:50 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,640 | $85.27 | $139,842.80 |
DisclosureSEC source: 0001694273-26-000002 · primarydocument.xml · nonDerivative · entry 1 Ferrari Vincent J · CIK 0001694273 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,540 F1 · shares: Represents award of time-vested restricted stock that vests on August 5, 2026. F2 · price: Price as of the close of business on February 5, 2026. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 15:48 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,750 | $71.38 | $124,915.00 |
DisclosureSEC source: 0001562180-25-001075 · primarydocument.xml · nonDerivative · entry 1 Ferrari Vincent J · CIK 0001694273 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 F1 · shares: Represents award of time-vested restricted stock that vests on August 7, 2025. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 17:36 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 2,150 | $58.03 | $124,764.50 |
DisclosureSEC source: 0001562180-24-001116 · primarydocument.xml · nonDerivative · entry 1 Ferrari Vincent J · CIK 0001694273 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,150 F1 · shares: Represents award of time-vested restricted stock that vests on August 5, 2024. 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.