Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | SVP, Gen. Counsel & Secretary | 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
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 1,590 · 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 | 5,100 |
Reported balance
After 2026-01-27 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-01-27 · Grant · Acquired 1,590 · Balance 5,100 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. |
| Contingent grant of common stockSEC Table II · derivative / convertible security | Direct | 1,275 |
Reported balance
After 2026-01-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-27 · Grant · Acquired 795 · Balance 1,275 F3: 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 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 21:55 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-029594 · ownership.xml · derivative · entry 3 Simpson Carleton B · CIK 0002091692 · SVP, Gen. Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275 Underlying: Common stock · 795 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F3 · 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 21:55 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-029594 · ownership.xml · nonDerivative · entry 2 Simpson Carleton B · CIK 0002091692 · SVP, Gen. Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,100 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 21:55 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-029594 · ownership.xml · nonDerivative · entry 1 Simpson Carleton B · CIK 0002091692 · SVP, Gen. Counsel & Secretary 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.