Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | Director | May 10, 2023 | May 11, 2023 |
| IDACORP INCIDA · Entity 3650 | Director | March 01, 2025 | March 04, 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.
DOMINION ENERGY, INC
Report date May 10, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,916.9669 |
Reported balance
After 2023-05-10 transaction · row 1
1 source rowRow 1 · 2023-05-10 · Grant · Acquired 2,965 · Balance 17,916.9669 F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC Owned by Ronald and Janet Jibson Family Trust | 6,067.373 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,067.373 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3.
IDACORP INC
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 494 |
Reported balance
After 2025-03-01 transaction · row 1
1 source rowRow 1 · 2025-03-01 · Grant · Acquired 494 · Balance 494 F1: Annual stock retainer issued under the IDACORP, Inc. Non-Employee Directors Stock Compensation Plan in a transaction exempt under Rule 16(b)-3 of the Securities Exchange Act of 1934. |
| Common StockSEC Table I · non-derivative | IndirectBy R&J Asset Ventures, LLC | 15,488.916 |
Reported balance
Holding disclosure · report date 2025-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,488.916 F2: Includes 1,174.916 shares in the reporting person's dividend reinvestment plan to date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock retainer issued under the IDACORP, Inc. Non-Employee Directors Stock Compensation Plan in a transaction exempt under Rule 16(b)-3 of the Securities Exchange Act of 1934.
F2: Includes 1,174.916 shares in the reporting person's dividend reinvestment plan to date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
QUESTAR CORP
Report date September 16, 2016 · Filed September 19, 2016
Section 16 reporting ended · disclosed 2016-09-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-09-16 · Disposition to issuer · Disposed 155,178 · Balance 0 F1: This total reflects a gift of Stock for 60,000 shares on 6/24/2016, 11,905 shares on 8/9/2016, 2,977 shares on 8/10/2016 and 20,000 shares on 8/25/2016. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 0 |
Reported balance
After 2016-09-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-09-16 · Disposition to issuer · Disposed 43,608.5025 · Balance 0 F2: Shares of stock in Questar's 401k Plan were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each share of stock is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-09-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-16 · Disposition to issuer · Disposed 1,075.5749 · Balance 0 F3: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: This total reflects a gift of Stock for 60,000 shares on 6/24/2016, 11,905 shares on 8/9/2016, 2,977 shares on 8/10/2016 and 20,000 shares on 8/25/2016.
F2: Shares of stock in Questar's 401k Plan were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each share of stock is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share.
F3: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share.
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 |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 4, 2025 22:14 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-004363 · form4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494 F1 · shares: Annual stock retainer issued under the IDACORP, Inc. Non-Employee Directors Stock Compensation Plan in a transaction exempt under Rule 16(b)-3 of the Securities Exchange Act of 1934. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 22:39 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005260 · form4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,881 F1 · shares: Annual stock retainer issued under the IDACORP, Inc. Non-Employee Directors Stock Compensation Plan in a transaction exempt under Rule 16(b)-3 of the Securities Exchange Act of 1934. Read SEC document |
| May 10, 2023 Filed May 11, 2023 23:54 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,965 | $56.50 | $167,522.50 |
DisclosureSEC source: 0001225208-23-005773 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,916.9669 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 00:57 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005450 · form4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,293 F1 · shares: Annual stock retainer issued under the IDACORP, Inc. Non-Employee Directors Stock Compensation Plan in a transaction exempt under Rule 16(b)-3 of the Securities Exchange Act of 1934. Read SEC document |
| May 11, 2022 Filed May 12, 2022 20:54 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,044 | $81.96 | $167,526.24 |
DisclosureSEC source: 0001225208-22-006920 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,358.309 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 22:11 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006373 · form4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,912.144 F1 · balance_after: Includes 1,346.144 shares in the reporting person's dividend reinvestment plan to date Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:32 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,109 | $79.41 | $167,475.69 |
DisclosureSEC source: 0001225208-21-007687 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,913.5346 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:36 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-21-000071 · edgar.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,942.136 F1 · balance_after: Includes 530.136 shares in the reporting person's dividend reinvestment plan to date Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:18 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,149 | $77.94 | $167,493.06 |
DisclosureSEC source: 0001225208-20-007283 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,415.9303 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 17:54 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-20-000084 · edgar.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,517.946 F1 · balance_after: Includes 380.946 shares in the reporting person's dividend reinvestment plan to date Read SEC document |
| May 07, 2019 Filed May 9, 2019 22:21 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,086 | $75.49 | $157,472.14 |
DisclosureSEC source: 0000899243-19-012861 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,925.0877 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:46 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-19-000054 · edgar.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:24 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,494 | $63.14 | $157,471.16 |
DisclosureSEC source: 0001225208-18-009079 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,611.3817 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:32 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-18-000050 · edgar.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,933 Read SEC document |
| May 10, 2017 Filed May 12, 2017 20:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,033 | $77.48 | $157,516.84 |
DisclosureSEC source: 0001225208-17-009592 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,033 F1 · shares: Annual stock retainer issued under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:09 UTC | IDACORP INC IDA · Entity 3650 | GrantCommon Stock | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001057877-17-000069 · edgar.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,638 Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:30 UTC | DOMINION ENERGY, INC D · Entity 3007 | PurchaseCommon Stock | 3,500 | $70.98 | $248,416.70 |
DisclosureSEC source: 0001225208-16-041804 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Ronald and Janet Jibson Family Trust Disclosed balance after: 3,500 Read SEC document |
| October 19, 2016 Filed Feb 2, 2017 21:25 UTC | DOMINION ENERGY, INC D · Entity 3007 | GiftCommon Stock | 1,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002256 · doc4.xml · nonDerivative · entry 2 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Owned by Ronald and Janet Jibson Family Trust Disclosed balance after: 4,684.52 F1 · balance_after: Includes 3,500 shares previously reported as part of Ronald and Janet Jibson Family Trust but subsequently transferred to LLC Owned by Ronald and Janet Jibson Family Trust. Read SEC document |
| October 19, 2016 Filed Feb 2, 2017 21:25 UTC | DOMINION ENERGY, INC D · Entity 3007 | GiftCommon Stock | 1,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002256 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 16, 2016 Filed Sep 16, 2016 20:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 1,142 | $74.45 | $85,021.90 |
DisclosureSEC source: 0001225208-16-039447 · doc4.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,142 F1 · shares: Annual stock retainer issued under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:12 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerPhantom Stock Units · Derivative | 1,075.5749 | $25.00 Strike: $0.00 | $26,889.37 |
DisclosureSEC source: 0000751652-16-000432 · wf-form4_147432674204239.xml · derivative · entry 3 Jibson Ron W · CIK 0001444604 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Phantom Stock Units · 1,075.5749 shares Expires not disclosed F3 · derivative.exercise_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. F3 · derivative.expiration_date: Phantom Stock Units were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each Phantom Stock Unit is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:12 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerCommon Stock | 43,608.5025 | $25.00 | $1,090,212.56 |
DisclosureSEC source: 0000751652-16-000432 · wf-form4_147432674204239.xml · nonDerivative · entry 2 Jibson Ron W · CIK 0001444604 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 0 F2 · balance_after: Shares of stock in Questar's 401k Plan were to be settled in shares of Questar common stock following the reporting person's termination of employment with Questar, but each share of stock is being settled in connection with the Merger for an amount equal to the Merger consideration of $25 per share. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:12 UTC | QUESTAR CORP STR · Entity 182267 | Disposition to issuerCommon Stock | 155,178 | $25.00 | $3,879,450.00 |
DisclosureSEC source: 0000751652-16-000432 · wf-form4_147432674204239.xml · nonDerivative · entry 1 Jibson Ron W · CIK 0001444604 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: This total reflects a gift of Stock for 60,000 shares on 6/24/2016, 11,905 shares on 8/9/2016, 2,977 shares on 8/10/2016 and 20,000 shares on 8/25/2016. 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.