Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MDU RESOURCES GROUP INCMDU · Entity 4030 | VP and CIO | February 15, 2024 | February 16, 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.
MDU RESOURCES GROUP INC
Report date February 15, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,386.991 |
Ending reported balance
After 2024-02-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-15 · Grant · Acquired 16,008 · Balance 78,474.991 F1: Represents restricted stock units that vest on December 31, 2026, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Row 2 · 2024-02-15 · Tax withholding · Disposed 4,088 · Balance 74,386.991 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,000 |
Reported balance
Holding disclosure · report date 2024-02-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,000 |
| Common Stock - 401(k)SEC Table I · non-derivative | IndirectBy Trustee | 16,219.7416 |
Reported balance
Holding disclosure · report date 2024-02-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 16,219.7416 F3: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest on December 31, 2026, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock.
F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award.
F3: As of the most recent quarter end, the number of shares may fluctuate daily depending on plan activity in the fund.
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 15, 2024 Filed Feb 16, 2024 22:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 4,088 | $20.85 | $85,234.80 |
DisclosureSEC source: 0001225208-24-002333 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,386.991 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:20 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 16,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002333 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,474.991 F1 · shares: Represents restricted stock units that vest on December 31, 2026, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 17:13 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 5,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006386 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,312.35 F2 · shares: Represents RSUs that vest on December 31, 2023, provided that the reporting person remains employed by the issuer as of the vesting date. Each RSU represents the contingent right to receive one share of the issuer's common stock. On May 31, 2023, such RSUs were converted from a previously granted performance-based share award in connection with the Spin-Off. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 17:13 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 6,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006386 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,254.35 F1 · shares: Represents restricted stock units (RSUs) that vest on December 31, 2024, provided that the reporting person remains employed by the issuer as of the vesting date. Each RSU represents the contingent right to receive one share of the issuer's common stock. On May 31, 2023, such RSUs were converted from a previously granted performance-based share award in connection with the issuer's distribution to its shareholders of approximately 90% of the outstanding shares of its wholly owned subsidiary, Knife River Corporation (formerly known as Knife River Holding Company), on May 31, 2023 (the "Spin-off"). Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:36 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 2,009 | $31.16 | $62,600.44 |
DisclosureSEC source: 0001225208-23-002400 · doc4.xml · nonDerivative · entry 3 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,647.843 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:36 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 5,652 | $31.16 | $176,116.32 |
DisclosureSEC source: 0001225208-23-002400 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,656.843 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:36 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 9,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002400 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,004.843 F1 · shares: Represents restricted stock units that vest on December 31, 2025, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 3,400 | $27.73 | $94,282.00 |
DisclosureSEC source: 0001225208-22-002964 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,768.913 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:17 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 8,875 | $27.73 | $246,103.75 |
DisclosureSEC source: 0001225208-22-002964 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,168.913 Read SEC document |
| February 17, 2022 Filed Feb 28, 2022 22:45 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003582 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,598.913 F2 · shares: Represents restricted stock units that vest on December 31, 2024, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:39 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 2,459 | $27.35 | $67,253.65 |
DisclosureSEC source: 0001225208-21-002533 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,932.786 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:39 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 7,065 | $27.35 | $193,227.75 |
DisclosureSEC source: 0001225208-21-002533 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,391.786 Read SEC document |
| February 11, 2021 Filed Feb 28, 2022 22:45 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 2,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003582 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,248.913 F1 · shares: Represents restricted stock units that vest on December 31, 2023, provided that the reporting person remains employed by the issuer as of the vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| May 21, 2020 Filed May 26, 2020 15:09 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | OtherCommon Stock - 401(k) | 4,930.19 | $21.29 | $104,950.43 |
DisclosureSEC source: 0001225208-20-008191 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Disclosed balance after: 14,545.8 Read SEC document |
| May 18, 2020 Filed May 18, 2020 21:22 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | PurchaseCommon Stock | 5,000 | $21.39 | $106,948.50 |
DisclosureSEC source: 0001225208-20-007959 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,000 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:28 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 282 | $31.63 | $8,919.66 |
DisclosureSEC source: 0001225208-20-002628 · doc4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,027.293 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:28 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 897 | $31.63 | $28,372.11 |
DisclosureSEC source: 0001225208-20-002628 · doc4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,309.293 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:39 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 1,894 | $26.25 | $49,717.50 |
DisclosureSEC source: 0001127602-19-006734 · form4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,193.964 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:39 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 6,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006734 · form4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,087.964 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:56 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | Tax withholdingCommon Stock | 1,100 | $27.48 | $30,228.00 |
DisclosureSEC source: 0001127602-18-007269 · form4.xml · nonDerivative · entry 2 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,514.467 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:56 UTC | MDU RESOURCES GROUP INC MDU · Entity 4030 | GrantCommon Stock | 3,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007269 · form4.xml · nonDerivative · entry 1 Link Margaret A · CIK 0001692980 · VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614.467 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.