Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | CEO/Centuri Group, Inc. | December 27, 2023 | December 28, 2023 |
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.
Southwest Gas Holdings, Inc.
Report date December 27, 2023 · Filed December 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,587.7744 |
Reported balance
After 2023-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-01 · Grant · Acquired 50.242 · Balance 57,587.7744 |
| Common StockSEC Table I · non-derivative | Direct | 58,092.0154 |
Reported balance
After 2023-06-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-06-01 · Grant · Acquired 504.241 · Balance 58,092.0154 |
| Common StockSEC Table I · non-derivative | Direct | 58,139.3964 |
Reported balance
After 2023-09-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-09-01 · Grant · Acquired 47.381 · Balance 58,139.3964 |
| Common StockSEC Table I · non-derivative | Direct | 58,614.9214 |
Reported balance
After 2023-09-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2023-09-01 · Grant · Acquired 475.525 · Balance 58,614.9214 |
| Common StockSEC Table I · non-derivative | Direct | 58,664.2424 |
Reported balance
After 2023-12-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2023-12-01 · Grant · Acquired 49.321 · Balance 58,664.2424 |
| Common StockSEC Table I · non-derivative | Direct | 59,377.2604 |
Reported balance
After 2023-12-01 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2023-12-01 · Grant · Acquired 495 · Balance 59,377.2604 F1: Balance includes 218.018 shares acquired through the dividend reinvestment feature of reporting person's brokerage account. |
| Common StockSEC Table I · non-derivative | Direct | 58,377.2604 |
Reported balance
After 2023-12-27 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2023-12-27 · Sale · Disposed 1,000 · Balance 58,377.2604 |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 218.018 shares acquired through the dividend reinvestment feature of reporting person's brokerage account.
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 |
|---|---|---|---|---|---|---|
| December 02, 2019 Filed Dec 6, 2019 01:02 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 6.442 | $76.61 | $493.52 |
DisclosureSEC source: 0001225208-19-015318 · doc4.xml · nonDerivative · entry 1 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037.034 Read SEC document |
| November 18, 2019 Filed Nov 19, 2019 15:52 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | PurchaseCommon Stock | 125 | $76.85 | $9,606.25 |
DisclosureSEC source: 0001225208-19-014646 · doc4.xml · nonDerivative · entry 1 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030.592 Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 23:46 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | PurchaseCommon Stock | 325 | $75.40 | $24,505.00 |
DisclosureSEC source: 0001225208-19-014475 · doc4.xml · nonDerivative · entry 2 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905.592 Read SEC document |
| September 03, 2019 Filed Nov 13, 2019 23:46 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 3.495 | $90.00 | $314.56 |
DisclosureSEC source: 0001225208-19-014475 · doc4.xml · nonDerivative · entry 1 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580.592 Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 23:20 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | PurchaseCommon Stock | 125 | $89.65 | $11,206.25 |
DisclosureSEC source: 0001225208-19-011231 · doc4.xml · nonDerivative · entry 3 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577.097 Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 23:20 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | PurchaseCommon Stock | 125 | $90.25 | $11,281.25 |
DisclosureSEC source: 0001225208-19-011231 · doc4.xml · nonDerivative · entry 2 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452.097 Read SEC document |
| June 03, 2019 Filed Aug 12, 2019 23:20 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2.097 | $84.46 | $177.11 |
DisclosureSEC source: 0001225208-19-011231 · doc4.xml · nonDerivative · entry 1 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327.097 Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 17:56 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | PurchaseCommon Stock | 325 | $83.00 | $26,975.00 |
DisclosureSEC source: 0001225208-19-005633 · doc4.xml · nonDerivative · entry 1 Daily Paul M · CIK 0001289491 · Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 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.