Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORTHWESTERN CORPNWE · Entity 112257 | Director | January 06, 2023 | January 06, 2023 |
| NorthWestern Energy Group, Inc.NWE · Entity 4012 | Director | April 02, 2024 | April 02, 2024 |
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.
NORTHWESTERN CORP
Report date January 06, 2023 · Filed January 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,500 |
Reported balance
After 2023-01-06 transaction · row 1
1 source rowRow 1 · 2023-01-06 · Grant · Acquired 3,750 · Balance 41,500 F1: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors.
NorthWestern Energy Group, Inc.
Report date April 02, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,749 |
Reported balance
After 2024-04-02 transaction · row 1
1 source rowRow 1 · 2024-04-02 · Grant · Acquired 312 · Balance 42,749 F1: Second quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Second quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors.
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 |
|---|---|---|---|---|---|---|
| April 02, 2024 Filed Apr 2, 2024 15:59 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 312 | $50.93 | $15,890.16 |
DisclosureSEC source: 0000073088-24-000067 · wk-form4_1712087941.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,749 F1 · shares: Second quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| January 08, 2024 Filed Jan 8, 2024 13:11 UTC | NorthWestern Energy Group, Inc. NWE · Entity 4012 | GrantCommon Stock | 937 | $50.89 | $47,683.93 |
DisclosureSEC source: 0000073088-24-000002 · wk-form4_1704737466.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,437 F1 · security: On October 2, 2023, NorthWestern Corporation ("NW Corp") implemented a holding company reorganization pursuant to which (a) NorthWestern Energy Group, Inc. ("NWE"), became the successor issuer to NW Corp pursuant to 12g-3(a) of the Securities Exchange Act of 1934, and (b) all shares of outstanding NW Corp common stock automatically converted to shares of NWE common stock. F2 · shares: First quarter stock grant for 2024 received pursuant to the NorthWestern Energy Group, Inc. compensation rate schedule for non-employee directors. Read SEC document |
| January 06, 2023 Filed Jan 6, 2023 16:45 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 3,750 | $59.34 | $222,525.00 |
DisclosureSEC source: 0000073088-23-000018 · wf-form4_167304150844671.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,500 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 12:26 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 3,750 | $56.83 | $213,112.50 |
DisclosureSEC source: 0000073088-22-000006 · wf-form4_164140360783752.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,750 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:40 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,750 | $57.16 | $157,190.00 |
DisclosureSEC source: 0000073088-21-000002 · wf-form4_160988641998952.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:57 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,750 | $70.46 | $193,765.00 |
DisclosureSEC source: 0000073088-20-000002 · wf-form4_157809220606027.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,250 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 15:41 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,750 | $58.03 | $159,582.50 |
DisclosureSEC source: 0000073088-19-000004 · wf-form4_154654806327583.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,500 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 14:18 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,750 | $57.81 | $158,977.50 |
DisclosureSEC source: 0000073088-18-000002 · wf-form4_151509351546188.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,750 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:40 UTC | NORTHWESTERN CORP NWE · Entity 112257 | GrantCommon Stock | 2,750 | $57.00 | $156,750.00 |
DisclosureSEC source: 0000073088-17-000009 · wf-form4_148365603277903.xml · nonDerivative · entry 1 Dykhouse Dana J · CIK 0001455644 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 F1 · shares: Annual stock grant received pursuant to NorthWestern Corporation Compensation Rate Schedule for Non-employee Directors. 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.