Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | Pres. & Chief Admin Officer | January 27, 2026 | January 29, 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.
UNITIL CORP
Report date January 27, 2026 · Filed January 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, no par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 3,740 · Balance 0 F1: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. |
| Common stock, no par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-27 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-27 · Grant · Acquired 3,740 · Balance 0 F2: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. |
| Common stock, no par valueSEC Table I · non-derivative | Direct | 35,465.35 |
Reported balance
After 2026-01-27 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-01-27 · Grant · Acquired 90 · Balance 35,465.35 F3: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares were granted at the conclusion of 2023-2025 performance period based on the attainment of certain performance thresholds of certain performance goals. Shares were valued at current market price on date of grant. The balance of the contingent grant for such performance period terminated. F4: Includes 211.965 shares of common stock acquired on February 28, 2025, 224.671 shares of common stock acquired on May 30, 2025, 258.497 shares of common stock acquired on August 28, 2025 and 249.233 shares of common stock acquired on November 28, 2025, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. |
| Contingent grant of common stockSEC Table II · derivative / convertible security | Direct | 5,120 |
Reported balance
After 2026-01-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-27 · Grant · Acquired 1,870 · Balance 5,120 F5: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting.
F2: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting.
F3: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares were granted at the conclusion of 2023-2025 performance period based on the attainment of certain performance thresholds of certain performance goals. Shares were valued at current market price on date of grant. The balance of the contingent grant for such performance period terminated.
F4: Includes 211.965 shares of common stock acquired on February 28, 2025, 224.671 shares of common stock acquired on May 30, 2025, 258.497 shares of common stock acquired on August 28, 2025 and 249.233 shares of common stock acquired on November 28, 2025, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan.
F5: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant.
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 |
|---|---|---|---|---|---|---|
| January 27, 2026 Filed Jan 29, 2026 21:26 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 1,870 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-029437 · ownership.xml · derivative · entry 4 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,120 Underlying: Common stock · 1,870 shares Expires not disclosed F5 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F5 · price: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F5 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F5 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period ending on December 31, 2028, based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 21:26 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 90 | $50.00 | $4,500.00 |
DisclosureSEC source: 0001193125-26-029437 · ownership.xml · nonDerivative · entry 3 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,465.35 F3 · price: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares were granted at the conclusion of 2023-2025 performance period based on the attainment of certain performance thresholds of certain performance goals. Shares were valued at current market price on date of grant. The balance of the contingent grant for such performance period terminated. F4 · balance_after: Includes 211.965 shares of common stock acquired on February 28, 2025, 224.671 shares of common stock acquired on May 30, 2025, 258.497 shares of common stock acquired on August 28, 2025 and 249.233 shares of common stock acquired on November 28, 2025, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 21:26 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-029437 · ownership.xml · nonDerivative · entry 2 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 21:26 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-029437 · ownership.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 19:44 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 1,655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-010410 · ownership.xml · derivative · entry 3 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,260 Underlying: Common stock · 1,655 shares Expires not disclosed F4 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · price: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 19:44 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010410 · ownership.xml · nonDerivative · entry 2 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,950.98 F2 · price: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. F3 · balance_after: Includes 164.013 shares of common stock acquired on February 29, 2024, 162.543 shares of common stock acquired on May 31, 2024, 140.259 shares of common stock acquired on August 29, 2024 and 140.041 shares of common stock acquired on November 29, 2024, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 19:44 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010410 · ownership.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Third Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 1,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-008770 · ownership.xml · derivative · entry 3 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,605 Underlying: Common stock · 1,595 shares Expires not disclosed F4 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008770 · ownership.xml · nonDerivative · entry 2 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,724.13 F2 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. F3 · balance_after: Includes 92.390 shares of common stock acquired on February 28, 2023, 94.830 shares of common stock acquired on May 30, 2023, 108.290 shares of common stock acquired on August 28, 2023, and 105.850 shares of common stock acquired on November 28, 2023, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 20:30 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008770 · ownership.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · Pres. & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:37 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 1,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005008 · doc4.xml · derivative · entry 3 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010 Underlying: Common stock · 1,010 shares Expires not disclosed F4 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. F4 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Any such shares would be valued at current market price on date of grant. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:37 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005008 · doc4.xml · nonDerivative · entry 2 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,942.77 F2 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest after three-year performance period based on the attainment of certain performance thresholds of certain performance goals. Shares will be valued at current market price on date of vesting. F3 · balance_after: Includes 66.779 shares of common stock acquired on February 25, 2022, 58.250 shares of common stock acquired on May 27, 2022, 59.616 shares of common stock acquired on August 26, 2022 and 63.039 shares of common stock acquired on November 28, 2022, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:37 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005008 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Shares generally will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 19:25 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005021 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,655.08 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. F2 · balance_after: Includes 44.49 shares of common stock acquired on February 26, 2021, 34.84 shares of common stock acquired on May 28, 2021, 38.98 shares of common stock acquired on August 27, 2021 and 46.651 shares of common stock acquired on November 29, 2021, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 18:55 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005618 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,320.12 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 15:15 UTC | UNITIL CORP UTL · Entity 4975 | PurchaseCommon stock, no par value | 200 | $43.26 | $8,651.06 |
DisclosureSEC source: 0001209191-21-000051 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350.12 Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 16:04 UTC | UNITIL CORP UTL · Entity 4975 | PurchaseCommon stock, no par value | 100 | $42.92 | $4,291.50 |
DisclosureSEC source: 0001209191-20-065458 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · SVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,150.12 F1 · balance_after: Includes 21.49 shares of common stock acquired on August 8, 2020, 28.63 shares of common stock acquired on November 30, 2020, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| July 28, 2020 Filed Jul 28, 2020 17:34 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-043837 · doc4.xml · nonDerivative · entry 1 Hevert Robert B · CIK 0001819134 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares will vest 25% per year over four years from date of grant. Shares will be valued at current market price on date of vesting. 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.