Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | VP, Finance and Planning | May 06, 2025 | May 06, 2025 |
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.
PINNACLE WEST CAPITAL CORP
Report date May 06, 2025 · Filed May 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SockSEC Table I · non-derivative | Indirectby Trust | 4,013 |
Reported balance
After 2025-05-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-05-06 · Sale · Disposed 911 · Balance 4,013 |
| Common SockSEC Table I · non-derivative | Indirectby Trust | 3,421 |
Reported balance
After 2025-05-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-05-06 · Sale · Disposed 592 · Balance 3,421 |
| Common StockSEC Table I · non-derivative | Indirectby 401K | 277 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 277 |
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 |
|---|---|---|---|---|---|---|
| October 19, 2022 Filed Oct 21, 2022 21:40 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GiftCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054320 · doc4.xml · nonDerivative · entry 5 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: The reporting person gifted the shares received on Oct 19, 2022 to a revocable family trust. F4 · price: The reporting person gifted the shares received on Oct 19, 2022 to a revocable family trust. Read SEC document |
| October 19, 2022 Filed Oct 21, 2022 21:40 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 28 | $64.05 | $1,793.40 |
DisclosureSEC source: 0001209191-22-054320 · doc4.xml · nonDerivative · entry 4 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2022 Filed Oct 21, 2022 21:40 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054320 · doc4.xml · nonDerivative · entry 3 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 F3 · shares: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2022. F3 · price: Represents shares of common stock received by the individual in settlement of dividend rights that vested in connection with the performance shares that vested on October 19, 2022. Read SEC document |
| October 19, 2022 Filed Oct 21, 2022 21:40 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | Tax withholdingCommon Stock | 141 | $64.05 | $9,031.05 |
DisclosureSEC source: 0001209191-22-054320 · doc4.xml · nonDerivative · entry 2 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193 F2 · kind: Shares retained by the Company for the purpose of meeting tax withholding requirements. The recipient retained all other shares. Read SEC document |
| October 19, 2022 Filed Oct 21, 2022 21:40 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054320 · doc4.xml · nonDerivative · entry 1 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334 F1 · shares: Shares acquired upon the vesting of a portion of the performance shares granted in 2019 that were tied to the operational performance metric. F1 · price: Shares acquired upon the vesting of a portion of the performance shares granted in 2019 that were tied to the operational performance metric. Read SEC document |
| May 16, 2022 Filed May 18, 2022 23:00 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantRestricted Stock Units · Derivative | 172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030232 · doc4.xml · derivative · entry 1 Mountain Paul J · CIK 0001929738 · VP, Finance and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172 Underlying: Common Stock · 172 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in 100% shares of common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled in 100% shares of common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest and will be settled as follows: 43 will vest on each of February 20, 2023, February 20, 2024, February 20, 2025, and February 20, 2026 F2 · derivative.expiration_date: The Restricted Stock Units vest and will be settled as follows: 43 will vest on each of February 20, 2023, February 20, 2024, February 20, 2025, and February 20, 2026 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.