Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | EVP - Retired | March 10, 2025 | March 10, 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.
AVISTA CORP
Report date March 10, 2025 · Filed March 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 163,871 |
Reported balance
After 2025-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-10 · Tax withholding · Disposed 4,437 · Balance 163,871 F1: Shares sold to pay income tax on final 1/3 of 2023, second 1/3 and final 1/3 of 2024 restricted shares that vested on March 10, 2025 for his retirement. F2: Forfeiting 12,253 shares as they will not vest due to his retirement - this amount has been taken out of his holdings. |
| Estimated Shares held in 401(k)SEC Table I · non-derivative | IndirectShares held in 401(k) Plan | 121.11 |
Reported balance
Holding disclosure · report date 2025-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 121.11 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to pay income tax on final 1/3 of 2023, second 1/3 and final 1/3 of 2024 restricted shares that vested on March 10, 2025 for his retirement.
F2: Forfeiting 12,253 shares as they will not vest due to his retirement - this amount has been taken out of his holdings.
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, 2019 Filed Feb 7, 2019 19:08 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 4,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000034 · primary_doc.xml · derivative · entry 4 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:08 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 605 | $41.42 | $25,059.10 |
DisclosureSEC source: 0000104918-19-000034 · primary_doc.xml · nonDerivative · entry 2 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,603 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/5/19. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:08 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 2,408 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000034 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 19:02 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2016, 2017 and 2018 Restricted Stock Award | 1,128 | $42.80 | $48,278.40 |
DisclosureSEC source: 0000104918-19-000013 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,800 F1 · shares: Shares sold to pay income tax on final 1/3 of 2016, second 1/3 of 2017 and first 1/3 of 2018 restricted shares that vested on January 2, 2019. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:43 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 10,096 | $50.08 | $505,607.68 |
DisclosureSEC source: 0000104918-18-000039 · primary_doc.xml · derivative · entry 6 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,096 Underlying: Common Stock · 10,096 shares Expires not disclosed F4 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F5 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F5 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:43 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares related to CEPS · Derivative | 4,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000039 · primary_doc.xml · derivative · entry 5 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:43 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock-Restricted Shares | 3,366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000039 · primary_doc.xml · nonDerivative · entry 3 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,928 F3 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:43 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 1,119 | $50.08 | $56,039.52 |
DisclosureSEC source: 0000104918-18-000039 · primary_doc.xml · nonDerivative · entry 2 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,562 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/1/18. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:43 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 3,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000039 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,681 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 17:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2015 Performance Shares · Derivative | 8,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000026 · primary_doc.xml · derivative · entry 4 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 17:39 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 3,458 | $51.62 | $178,501.96 |
DisclosureSEC source: 0000104918-18-000026 · primary_doc.xml · nonDerivative · entry 2 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,370 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/11/18. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 17:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 12,642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-18-000026 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 19:30 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - 2015 2016 and 2017 Restricted Stock Awards | 1,297 | $51.50 | $66,795.50 |
DisclosureSEC source: 0000104918-18-000011 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · President, Avista Corp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,186 F1 · shares: Shares sold to pay income tax on final 1/3 of 2015, second 1/3 of 2016 and first 1/3 of 2017 restricted shares that vested on January 2, 2018. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 19:00 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2017 · Derivative | 12,900 | $38.42 | $495,618.00 |
DisclosureSEC source: 0000104918-17-000025 · primary_doc.xml · derivative · entry 3 Vermillion Dennis P · CIK 0001406033 · Senior VP, Pres Avista Utiliti 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 Underlying: Common Stock · 12,900 shares Expires not disclosed F2 · derivative.exercise_price: No conversion price. Shares awarded if performance measure is met. F3 · derivative.exercise_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. F3 · derivative.expiration_date: Each performance cycle is 3 years in length. Shares will be issued at the end of each 3-year cycle if performance measure is met. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 19:00 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares | 4,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000025 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · Senior VP, Pres Avista Utiliti 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,923 F1 · price: Restricted Shares vest 1/3 each year over a 3-year period and are payable in Avista Corp. Common Stock at the end of each year in the 3-year period. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares related to CEPS · Derivative | 3,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000046 · primary_doc.xml · derivative · entry 4 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:54 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,718 | $38.42 | $66,005.56 |
DisclosureSEC source: 0000104918-17-000046 · primary_doc.xml · nonDerivative · entry 2 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,483 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/2/17. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:54 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 6,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000046 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,201 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:30 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2014 Performance Shares · Derivative | 7,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000023 · primary_doc.xml · derivative · entry 4 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F1 · derivative.expiration_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:30 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 2,515 | $39.02 | $98,135.30 |
DisclosureSEC source: 0000104918-17-000023 · primary_doc.xml · nonDerivative · entry 2 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,623 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/09/17. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:30 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 9,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-17-000023 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,138 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:26 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock 2014 2015 and 2016 Restricted Stock Awards | 1,300 | $39.71 | $51,623.00 |
DisclosureSEC source: 0000104918-17-000012 · primary_doc.xml · nonDerivative · entry 1 Vermillion Dennis P · CIK 0001406033 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,915 F1 · shares: Shares sold to pay income tax on final 1/3 of 2014, second 1/3 of 2015 and first 1/3 of 2016 restricted shares that vested on January 3, 2017. 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.