Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVERSOURCE ENERGYES · Entity 3173 | Trustee | January 16, 2026 | January 20, 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 January 16, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, $5.00 par valueSEC Table I · non-derivative | Direct | 11,015 |
Reported balance
After 2026-01-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-16 · Grant · Acquired 2,581 · Balance 11,015 F1: Restricted share units that vested on January 20, 2026. 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: Includes restricted share units and dividend equivalents thereon. |
| Common Shares, $5.00 par valueSEC Table I · non-derivative | IndirectBy Revocable Trust | 3,820 |
Reported balance
Holding disclosure · report date 2026-01-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,820 F3: Shares held in a revocable trust of which the Reporting Person is the trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units that vested on January 20, 2026. 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: Includes restricted share units and dividend equivalents thereon.
F3: Shares held in a revocable trust of which the Reporting Person is the trustee.
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 16, 2026 Filed Jan 20, 2026 21:59 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000072741-26-000026 · form4.xml · nonDerivative · entry 1 Keane Loretta D. · CIK 0001960985 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,015 F1 · shares: Restricted share units that vested on January 20, 2026. 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 |
| August 22, 2025 Filed Aug 26, 2025 18:09 UTC | EVERSOURCE ENERGY ES · Entity 3173 | PurchaseCommon Shares, $5.00 par value | 3,780 | $66.07 | $249,738.55 |
DisclosureSEC source: 0000072741-25-000048 · form4.xml · nonDerivative · entry 1 Keane Loretta D. · CIK 0001960985 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,033 F1 · balance_after: Includes restricted share units and dividend equivalents thereon. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 19:50 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 3,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001408 · form4.xml · nonDerivative · entry 1 Keane Loretta D. · CIK 0001960985 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,059 F1 · shares: Restricted share units that vested on January 16, 2025. 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 |
| January 16, 2024 Filed Jan 18, 2024 21:35 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 2,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001591 · form4.xml · nonDerivative · entry 1 Keane Loretta D. · CIK 0001960985 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,737 F1 · shares: Restricted share units that vested on January 16, 2024. 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. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:32 UTC | EVERSOURCE ENERGY ES · Entity 3173 | GrantCommon Shares, $5.00 par value | 1,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001788 · form4.xml · nonDerivative · entry 1 Keane Loretta D. · CIK 0001960985 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,943 F1 · shares: Restricted share units that vested on January 18, 2023. 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. 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.