Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITIL CORPUTL · Entity 4975 | Corporate Secretary | January 28, 2025 | January 29, 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.
UNITIL CORP
Report date January 28, 2025 · Filed January 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, no par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-28 · Grant · Acquired 220 · 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 | 4,170.27 |
Reported balance
After 2025-01-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-01-28 · Grant · Acquired 220 · Balance 4,170.27 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: Includes 30.575 shares of common stock acquired on February 29, 2024, 30.301 shares of common stock acquired on May 31, 2024, 26.147 shares of common stock acquired on August 29, 2024 and 26.106 shares of common stock acquired on November 29, 2024, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. |
| Contingent grant of common stockSEC Table II · derivative / convertible security | Direct | 335 |
Reported balance
After 2025-01-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-28 · Grant · Acquired 110 · Balance 335 F5: 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 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. |
| Common stock, no par valueSEC Table I · non-derivative | IndirectHeld in trust | 33.66 |
Reported balance
Holding disclosure · report date 2025-01-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 33.66 F4: Shares are held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan. |
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: Includes 30.575 shares of common stock acquired on February 29, 2024, 30.301 shares of common stock acquired on May 31, 2024, 26.147 shares of common stock acquired on August 29, 2024 and 26.106 shares of common stock acquired on November 29, 2024, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan.
F4: Shares are held in trust under the terms of the Unitil Corporation Tax Deferred Savings and Investment Plan.
F5: 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 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 28, 2025 Filed Jan 29, 2025 20:06 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-010438 · ownership.xml · derivative · entry 4 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335 Underlying: Common stock · 110 shares Expires not disclosed F5 · 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 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. F5 · 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 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. F5 · 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 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. F5 · 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 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 28, 2025 Filed Jan 29, 2025 20:06 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010438 · ownership.xml · nonDerivative · entry 2 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,170.27 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. F3 · balance_after: Includes 30.575 shares of common stock acquired on February 29, 2024, 30.301 shares of common stock acquired on May 31, 2024, 26.147 shares of common stock acquired on August 29, 2024 and 26.106 shares of common stock acquired on November 29, 2024, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 28, 2025 Filed Jan 29, 2025 20:06 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010438 · ownership.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate 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 |
| January 30, 2024 Filed Jan 30, 2024 19:52 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-008727 · ownership.xml · derivative · entry 4 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225 Underlying: Common stock · 115 shares Expires not disclosed F5 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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 30, 2024 Filed Jan 30, 2024 19:52 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008727 · ownership.xml · nonDerivative · entry 2 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,617.141 F2 · price: Shares were granted pursuant to the Unitil Corporation Second 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 · balance_after: Includes 22.390 shares of common stock acquired on February 28, 2023, 22.980 shares of common stock acquired on May 30, 2023, 22.390 shares of common stock acquired on August 28, 2023, and 25.650 shares of common stock acquired on November 28, 2023, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 19:52 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008727 · ownership.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second 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 |
| January 24, 2023 Filed Jan 26, 2023 20:47 UTC | UNITIL CORP UTL · Entity 4975 | GrantContingent grant of common stock · Derivative | 110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005021 · doc4.xml · derivative · entry 4 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110 Underlying: Common stock · 110 shares Expires not disclosed F5 · derivative.exercise_price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · price: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · derivative.exercise_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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. F5 · derivative.expiration_date: Shares may be granted pursuant to the Unitil Corporation Second Amended and Restated 2003 Stock Plan. Any such shares would be granted after a three-year performance period 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 24, 2023 Filed Jan 26, 2023 20:47 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005021 · doc4.xml · nonDerivative · entry 2 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063.731 F2 · price: Shares were granted pursuant to the Unitil Corporation Second 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 · balance_after: Includes 20.367 shares of common stock acquired on February 25, 2022, 17.766 shares of common stock acquired on May 27, 2022, 18.182 shares of common stock acquired on August 26, 2022 and 19.226 shares of common stock acquired on November 28, 2022, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:47 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005021 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were granted pursuant to the Unitil Corporation Second 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 |
| January 25, 2022 Filed Jan 26, 2022 19:37 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005027 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,548.19 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 18.088 shares of common stock acquired on February 26, 2021, 14.164 shares of common stock acquired on May 28, 2021, 15.848 shares of common stock acquired on August 27, 2021 and 18.968 shares of common stock acquired on November 29, 2021, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 19:08 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005626 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041.122 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 16.532 shares of common stock acquired on February 28, 2020, 16.291 shares of common stock acquired on May 29, 2020, 13.596 shares of common stock acquired on August 28, 2020 and 10.216 shares of common stock acquired on November 30, 2020, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 19:51 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005501 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704.488 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 8.792 shares of common stock acquired on February 28, 2019, 8.337 shares of common stock acquired on May 29, 2019, 8.117 share of common stock acquired on August 29, 2019 and 8.028 shares of common stock acquired on November 27, 2019, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 18:44 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006104 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291.214 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 8.16 shares of common stock acquired on February 28, 2018, 7.547 shares of common stock acquired on May 29, 2018, 7.102 shares of common stock acquired on August 29, 2018 and 7.158 shares of common stock acquired on November 29, 2018, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 15:06 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005943 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971.247 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 5.292 shares of common stock acquired on February 28, 2017, 5.031 shares of common stock acquired on May 20, 2017, 4.782 share of common stock acquired on August 29, 2017 and 4.749 shares of common stock acquired on November 29, 2017, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend reinvestment and Stock Purchase Plan. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 19:27 UTC | UNITIL CORP UTL · Entity 4975 | GrantCommon stock, no par value. | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006310 · doc4.xml · nonDerivative · entry 1 WHITNEY SANDRA L · CIK 0001248881 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651.393 F1 · price: Shares were granted pursuant to the Unitil Corporation Restricted Stock Plan. Shares 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 · balance_after: Includes 3.506 shares of common stock acquired on May 28, 2015, 3.306 shares of common stock acquired on August 28, 2015, 3.421 shares of common stock acquired on November 27, 2015, 3.125 shares of common stock acquired on February 26, 2016, 3.173 shares of common stock acquired on May 27, 2016, 3.168 shares of common stock acquired on August 26, 2016 and 2.934 shares of common stock acquired on November 28, 2016, in each case resulting from the reinvestment of dividends pursuant to Unitil Corporation's Dividend Reinvestment and Stock Purchase Plan. 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.