Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Vice President - 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 | 14,135 |
Ending reported balance
After 2024-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-19 · Exercise / conversion · Acquired 938 · Balance 14,414 F1: No conversion price. Shares awarded if performance measure is met. Row 2 · 2024-02-19 · Tax withholding · Disposed 279 · Balance 14,135 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-19 · Exercise / conversion · Disposed 1,769 · Balance 0 F1: No conversion price. Shares awarded if performance measure is met. |
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 23:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (CEPS) · Derivative | 1,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000051 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,769 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 23:14 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (CEPS) | 279 | $33.57 | $9,366.03 |
DisclosureSEC source: 0000104918-24-000051 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,135 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 23:14 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (CEPS) | 938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000051 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,414 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 22:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2021 Performance Shares (TSR) · Derivative | 1,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000019 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,769 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 22:17 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 381 | $36.21 | $13,796.01 |
DisclosureSEC source: 0000104918-24-000019 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,476 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 22:17 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-24-000019 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,857 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 |
| November 15, 2023 Filed Nov 15, 2023 15:50 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 700 | $34.75 | $24,325.00 |
DisclosureSEC source: 0000104918-23-000092 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President - Retired 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,574 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 22:32 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 462 | $37.51 | $17,329.62 |
DisclosureSEC source: 0000104918-23-000078 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,274 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 August 1, 2023 for his retirement. F2 · balance_after: Forfeiting 2,343 shares as they will not vest due to his retirement - this amount has been taken out of his holdings. Read SEC document |
| June 12, 2023 Filed Jun 12, 2023 19:04 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 800 | $40.63 | $32,504.00 |
DisclosureSEC source: 0000104918-23-000076 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,079 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 19:38 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2023 · Derivative | 3,503 | $41.98 | $147,055.94 |
DisclosureSEC source: 0000104918-23-000048 · primary_doc.xml · derivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,503 Underlying: Common Stock · 3,503 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 19:38 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Shares Grant 2023 | 1,500 | $41.98 | $62,970.00 |
DisclosureSEC source: 0000104918-23-000048 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,879 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 22:33 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2020 Performance Shares (TSR) · Derivative | 1,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000024 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,503 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 22:33 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares (TSR) | 494 | $42.26 | $20,876.44 |
DisclosureSEC source: 0000104918-23-000024 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,380 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 22:33 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares (TSR) | 1,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-23-000024 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,874 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 01:08 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 583 | $44.79 | $26,112.57 |
DisclosureSEC source: 0000104918-23-000006 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,183 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 17:02 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 584 | $44.79 | $26,157.36 |
DisclosureSEC source: 0000104918-23-000034 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,182 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 |
| September 02, 2022 Filed Sep 2, 2022 15:21 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 400 | $41.29 | $16,516.00 |
DisclosureSEC source: 0000104918-22-000074 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,766 Read SEC document |
| March 07, 2022 Filed Mar 7, 2022 18:23 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $46.42 | $23,210.00 |
DisclosureSEC source: 0000104918-22-000053 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,166 Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 18:16 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 1,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000038 · primary_doc.xml · derivative · entry 5 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,252 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 18:16 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Shares Grant - 2022 · Derivative | 3,474 | $44.26 | $153,759.24 |
DisclosureSEC source: 0000104918-22-000038 · primary_doc.xml · derivative · entry 4 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 Underlying: Common Stock · 3,474 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 18:16 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 207 | $44.26 | $9,161.82 |
DisclosureSEC source: 0000104918-22-000038 · primary_doc.xml · nonDerivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,666 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 18:16 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000038 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,873 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 18:16 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 3,418 | $44.26 | $151,280.68 |
DisclosureSEC source: 0000104918-22-000038 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,009 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 20:21 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000017 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 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 20:21 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 570 | $42.62 | $24,293.40 |
DisclosureSEC source: 0000104918-22-000017 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,594 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 20:21 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000017 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,164 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 05, 2022 Filed Jan 14, 2022 17:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2019 Performance Shares · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000030 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,505 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 14, 2022 17:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock - Performance Shares | 573 | $42.62 | $24,421.26 |
DisclosureSEC source: 0000104918-22-000030 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,591 F2 · shares: Shares withheld to pay income tax on Performance Shares acquired 1/5/22. F3 · shares: Original shares withheld provided by third party vendor to pay income tax was incorrect. This is the corrected amount. Read SEC document |
| January 05, 2022 Filed Jan 14, 2022 17:23 UTC Amendment | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock - Performance Shares | 1,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-22-000030 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,164 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 19:29 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 365 | $42.28 | $15,432.20 |
DisclosureSEC source: 0000104918-22-000005 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,260 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 |
| December 06, 2021 Filed Dec 6, 2021 17:25 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $40.30 | $20,150.00 |
DisclosureSEC source: 0000104918-21-000067 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,625 Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 14:55 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 600 | $41.99 | $25,194.00 |
DisclosureSEC source: 0000104918-21-000050 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,125 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 16:52 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $43.04 | $21,520.00 |
DisclosureSEC source: 0000104918-21-000029 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,725 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 20:06 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2018 Performance Shares Related to CEPS · Derivative | 1,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000018 · primary_doc.xml · derivative · entry 5 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,024 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2021 · Derivative | 4,108 | $37.43 | $153,762.44 |
DisclosureSEC source: 0000104918-21-000018 · primary_doc.xml · derivative · entry 4 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,108 Underlying: Common Stock · 4,108 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 535 | $37.43 | $20,025.05 |
DisclosureSEC source: 0000104918-21-000018 · primary_doc.xml · nonDerivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 1,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-21-000018 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,298 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 20:06 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,369 | $37.43 | $51,241.67 |
DisclosureSEC source: 0000104918-21-000018 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,462 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 17:48 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 327 | $39.47 | $12,906.69 |
DisclosureSEC source: 0000104918-21-000005 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,558 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 |
| May 28, 2020 Filed May 28, 2020 17:56 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $39.14 | $19,570.00 |
DisclosureSEC source: 0000104918-20-000090 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,885 Read SEC document |
| March 04, 2020 Filed Mar 4, 2020 17:11 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 1,000 | $50.35 | $50,350.00 |
DisclosureSEC source: 0000104918-20-000053 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,385 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 19:00 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionConversion of 2017 Performance Shares Related to CEPS · Derivative | 1,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000044 · primary_doc.xml · derivative · entry 3 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,388 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 19:00 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock-Performance Shares | 676 | $49.49 | $33,455.24 |
DisclosureSEC source: 0000104918-20-000044 · primary_doc.xml · nonDerivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,385 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 19:00 UTC | AVISTA CORP AVA · Entity 145 | Exercise / conversionCommon Stock-Performance Shares | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000104918-20-000044 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,061 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 17:43 UTC | AVISTA CORP AVA · Entity 145 | GrantPerformance Share Grant for 2020 · Derivative | 3,006 | $51.15 | $153,756.90 |
DisclosureSEC source: 0000104918-20-000026 · primary_doc.xml · derivative · entry 2 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Underlying: Common Stock · 3,006 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 17:43 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock - Restricted Share Grant | 1,002 | $51.15 | $51,252.30 |
DisclosureSEC source: 0000104918-20-000026 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,285 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 16:30 UTC | AVISTA CORP AVA · Entity 145 | Tax withholdingCommon Stock | 366 | $47.47 | $17,374.02 |
DisclosureSEC source: 0000104918-20-000009 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,428 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 |
| August 27, 2019 Filed Aug 27, 2019 19:12 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 760 | $46.95 | $35,682.00 |
DisclosureSEC source: 0000104918-19-000129 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,649 Read SEC document |
| May 06, 2019 Filed May 6, 2019 17:14 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $43.55 | $21,775.00 |
DisclosureSEC source: 0000104918-19-000088 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,409 Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 20:05 UTC | AVISTA CORP AVA · Entity 145 | SaleCommon Stock | 500 | $39.99 | $19,995.00 |
DisclosureSEC source: 0000104918-19-000062 · primary_doc.xml · nonDerivative · entry 1 KENSOK JAMES M · CIK 0001284660 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,909 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.