Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | EVP - Retired | February 19, 2024 | February 21, 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.
AVISTA CORP
Report date February 19, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Performance Shares (CEPS)SEC Table I · non-derivative | Direct | 91,741 |
Ending reported balance
After 2024-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-19 · Exercise / conversion · Acquired 3,043 · Balance 92,482 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2024-02-19 · Tax withholding · Disposed 741 · Balance 91,741 F2: Shares withheld to pay income tax on Performance Shares acquired 2/19/24. |
| Conversion of 2021 Performance Shares (CEPS)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-02-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-19 · Exercise / conversion · Disposed 5,741 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. |
| Common Stock in Spouse's PlanSEC Table I · non-derivative | IndirectShares Held by Spouse | 5,751 |
Reported balance
Holding disclosure · report date 2024-02-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,751 |
Filing footnotes · ownership attribution and instrument terms
F1: No conversion price. Shares awarded if performance measure is met.
F2: Shares withheld to pay income tax on Performance Shares acquired 2/19/24.
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 19, 2024 Filed Feb 21, 2024 23:05 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (CEPS) · Derivative | 5,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000049 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,741 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: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 23:05 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 741 | $33.57 | $24,875.37 |
DisclosureSEC source: 0000104918-24-000049 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,741 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/19/24. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 23:05 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 3,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000049 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,482 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: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 22:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (TSR) · Derivative | 5,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000025 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,741 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: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 22:46 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 1,235 | $36.21 | $44,719.35 |
DisclosureSEC source: 0000104918-24-000025 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,439 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/9/24. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 22:46 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 4,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000025 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,674 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: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:50 UTC | AVISTA CORP AVA · Entity 145 | GiftCommon Stock | 2,700 | $34.87 | $94,149.00 |
DisclosureSEC source: 0000104918-23-000094 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,511 F1 · shares: 2,700 shares of AVA Common Stock gifted to children (3 x 900 each) Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 18:09 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,602 | $31.07 | $49,774.14 |
DisclosureSEC source: 0000104918-23-000091 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,211 F1 · shares: Shares sold to pay income tax on final 1/3 of 2021, second 1/3 of 2022 and first 1/3 of 2023 restricted shares that vested on October 2, 2023 for his retirement. F2 · balance_after: Forfeiting 4,654 shares as they will not vest due to his retirement - this amount has been taken out of his holdings. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 16:05 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 46,006 | $41.45 | $1,906,948.70 |
DisclosureSEC source: 0000104918-23-000073 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,467 F1 · shares: Selling shares in preparation of retirement Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 20:01 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 10,423 | $41.98 | $437,557.54 |
DisclosureSEC source: 0000104918-23-000054 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,423 Underlying: Common Stock · 10,423 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, 2023 Filed Feb 6, 2023 20:01 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 4,466 | $41.98 | $187,482.68 |
DisclosureSEC source: 0000104918-23-000054 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,473 F1 · shares: 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 |
| January 10, 2023 Filed Jan 12, 2023 21:47 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 4,582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000018 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,582 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: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:47 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 1,254 | $42.26 | $52,994.04 |
DisclosureSEC source: 0000104918-23-000018 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,994 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/10/23. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 21:47 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 5,155 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000018 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,248 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: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:37 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,157 | $44.79 | $51,822.03 |
DisclosureSEC source: 0000104918-23-000013 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,093 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. Read SEC document |
| January 03, 2023 Filed Jan 19, 2023 17:21 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,144 | $44.79 | $51,239.76 |
DisclosureSEC source: 0000104918-23-000041 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,106 F1 · shares: Shares sold to pay income tax on final 1/3 of 2020, second 1/3 of 2021 and first 1/3 of 2022 restricted shares that vested on January 3, 2023. F2 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 3,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000046 · primary_doc.xml · derivative · entry 6 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,812 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. F2 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · 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 03, 2022 Filed Feb 7, 2022 19:39 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 12,880 | $44.26 | $570,068.80 |
DisclosureSEC source: 0000104918-22-000046 · primary_doc.xml · derivative · entry 5 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,880 Underlying: Common Stock · 12,880 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 03, 2022 Filed Feb 7, 2022 19:39 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 641 | $44.26 | $28,370.66 |
DisclosureSEC source: 0000104918-22-000046 · primary_doc.xml · nonDerivative · entry 3 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,250 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/3/22. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 19:39 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 2,631 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000046 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,891 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. F2 · 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 |
| February 03, 2022 Filed Feb 7, 2022 19:39 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 4,292 | $44.26 | $189,963.92 |
DisclosureSEC source: 0000104918-22-000046 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,260 F1 · shares: 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 |
| January 05, 2022 Filed Jan 7, 2022 20:58 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 7,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000023 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,624 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: No conversion price. Shares awarded if performance measure is met. F1 · price: No conversion price. Shares awarded if performance measure is met. F1 · derivative.exercise_date: No conversion price. Shares awarded if performance measure is met. F1 · derivative.expiration_date: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 20:58 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 1,406 | $42.62 | $59,923.72 |
DisclosureSEC source: 0000104918-22-000023 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,968 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 20:58 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 5,795 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000023 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,374 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: No conversion price. Shares awarded if performance measure is met. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:51 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,109 | $42.28 | $46,888.52 |
DisclosureSEC source: 0000104918-22-000011 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,579 F1 · shares: Shares sold to pay income tax on final 1/3 of 2019, second 1/3 of 2020 and first 1/3 of 2021 restricted shares that vested on January 3, 2022. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 21:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares · Derivative | 3,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000023 · primary_doc.xml · derivative · entry 6 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,119 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. F2 · derivative.exercise_price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · price: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · derivative.exercise_date: Each performance share represents a contingent right to receive a share of Avista Common Stock upon achieving a specified performance measure. F2 · 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 04, 2021 Filed Feb 8, 2021 21:12 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 12,524 | $37.43 | $468,773.32 |
DisclosureSEC source: 0000104918-21-000023 · primary_doc.xml · derivative · entry 5 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,524 Underlying: Common Stock · 12,524 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 04, 2021 Filed Feb 8, 2021 21:12 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 1,359 | $37.43 | $50,867.37 |
DisclosureSEC source: 0000104918-21-000023 · primary_doc.xml · nonDerivative · entry 3 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,688 F3 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/4/21. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 21:12 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 4,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000023 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,047 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. F2 · 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 |
| February 04, 2021 Filed Feb 8, 2021 21:12 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 4,174 | $37.43 | $156,232.82 |
DisclosureSEC source: 0000104918-21-000023 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,822 F1 · shares: 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 |
| January 04, 2021 Filed Jan 6, 2021 18:28 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 997 | $39.47 | $39,351.59 |
DisclosureSEC source: 0000104918-21-000011 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,289 F1 · shares: Shares sold to pay income tax on final 1/3 of 2018, second 1/3 of 2019 and first 1/3 of 2020 restricted shares that vested on January 4, 2021. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 20:58 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 4,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000050 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,220 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 27, 2020 Filed Feb 28, 2020 20:58 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 3,322 | $49.49 | $164,405.78 |
DisclosureSEC source: 0000104918-20-000050 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,286 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 2/27/20. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 20:58 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 5,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000050 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,608 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 |
| February 05, 2020 Filed Feb 7, 2020 16:34 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 9,164 | $51.15 | $468,738.60 |
DisclosureSEC source: 0000104918-20-000019 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,164 Underlying: Common Stock · 9,164 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 05, 2020 Filed Feb 7, 2020 16:34 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,055 | $51.15 | $156,263.25 |
DisclosureSEC source: 0000104918-20-000019 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,168 F1 · shares: 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 |
| January 02, 2020 Filed Jan 6, 2020 17:59 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 1,060 | $47.47 | $50,318.20 |
DisclosureSEC source: 0000104918-20-000017 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,456 F1 · shares: Shares sold to pay income tax on final 1/3 of 2017, second 1/3 of 2018 and first 1/3 of 2019 restricted shares that vested on January 2, 2020. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 21:26 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant for 2019 · Derivative | 12,342 | $40.97 | $505,651.74 |
DisclosureSEC source: 0000104918-19-000039 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,342 Underlying: Common Stock · 12,342 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 11, 2019 Filed Feb 12, 2019 21:26 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 4,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000039 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,475 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 11, 2019 Filed Mar 12, 2019 18:25 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2019 · Derivative | 11,436 | $40.97 | $468,532.92 |
DisclosureSEC source: 0000104918-19-000068 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,436 Underlying: Common Stock · 11,436 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 11, 2019 Filed Mar 12, 2019 18:25 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000068 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,173 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 11, 2019 Filed Mar 12, 2019 15:58 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant for 2019 · Derivative | 12,342 | $40.97 | $505,651.74 |
DisclosureSEC source: 0000104918-19-000066 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,342 Underlying: Common Stock · 12,342 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 11, 2019 Filed Mar 12, 2019 15:58 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Retricted Share Grant | 3,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000066 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,173 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 11, 2019 Filed Mar 12, 2019 15:40 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant for 2019 · Derivative | 12,342 | $40.97 | $505,651.74 |
DisclosureSEC source: 0000104918-19-000065 · primary_doc.xml · derivative · entry 3 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,342 Underlying: Common Stock · 12,342 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 11, 2019 Filed Mar 12, 2019 15:40 UTC Amendment | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000065 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,173 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 05, 2019 Filed Feb 7, 2019 19:01 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2016 Performance Shares related to CEPS · Derivative | 4,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000033 · primary_doc.xml · derivative · entry 4 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,220 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 19:01 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 591 | $41.42 | $24,479.22 |
DisclosureSEC source: 0000104918-19-000033 · primary_doc.xml · nonDerivative · entry 2 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,361 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 19:01 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 2,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-19-000033 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,952 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 18:57 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock- 2016, 2017 and 2018 Restricted Stock Award | 1,097 | $42.80 | $46,951.60 |
DisclosureSEC source: 0000104918-19-000012 · primary_doc.xml · nonDerivative · entry 1 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,588 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 22:27 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2018 · Derivative | 9,356 | $50.08 | $468,548.48 |
DisclosureSEC source: 0000104918-18-000038 · primary_doc.xml · derivative · entry 6 THIES MARK T · CIK 0001194298 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,356 Underlying: Common Stock · 9,356 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.