Avista (NYSE: AVA) retired VP updates deferred plan and direct share holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AVISTA CORP insider David J. Meyer, a retired vice president, reported routine updates to his share holdings. The filing shows no open-market buys or sells, but records an internal transaction in an Executive Deferral Plan.
The plan entry reflects 45.32 shares at $40.41 per share, tied to a retirement withdrawal with a monthly payout. After this, 2,618.37 shares are shown in the Executive Deferral Plan, 5,103.99 shares of common stock are held directly, and an estimated 7.11 shares are held in a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
MEYER DAVID J
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Shares Held in Executive Deferral Plan | 45.32 | $40.41 | $2K |
| holding | Common Stock | -- | -- | -- |
| holding | Estimated Shares held in 401(k) | -- | -- | -- |
Holdings After Transaction:
Shares Held in Executive Deferral Plan — 2,618.37 shares (Indirect, Shares Held by Trustee);
Common Stock — 5,103.99 shares (Direct, null);
Estimated Shares held in 401(k) — 7.11 shares (Indirect, Shares held in 401(k) Plan)
Footnotes (1)
- [object Object]
Key Figures
Executive Deferral Plan transaction: 45.32 shares
Deferral Plan price: $40.41 per share
Deferral Plan holdings: 2,618.37 shares
+2 more
5 metrics
Executive Deferral Plan transaction
45.32 shares
Executive Deferral Plan entry with code J
Deferral Plan price
$40.41 per share
Price for 45.32-share Executive Deferral Plan entry
Deferral Plan holdings
2,618.37 shares
Shares held in Executive Deferral Plan after transaction
Direct common stock holdings
5,103.99 shares
Directly held AVISTA CORP common stock
Estimated 401(k) holdings
7.11 shares
Estimated AVISTA CORP shares held in 401(k) plan
Key Terms
Executive Deferral Plan, transaction code J, Estimated Shares held in 401(k), Shares Held by Trustee
4 terms
Executive Deferral Plan financial
"Shares Held in Executive Deferral Plan"
transaction code J financial
"transaction_code": "J","transaction_type": "non-derivative""
FAQ
What did AVA insider David J. Meyer report in this Form 4 filing?
David J. Meyer reported updated holdings and an internal Executive Deferral Plan transaction, not open-market trades. The filing shows a 45.32-share entry at $40.41 and updated totals for his direct, 401(k), and deferral plan positions in AVISTA CORP stock.
Were there any open-market stock purchases or sales by David J. Meyer in AVA?
No open-market purchases or sales are shown in this Form 4. The only transaction with share and price data is a 45.32-share Executive Deferral Plan entry at $40.41, described as part of a retirement withdrawal with monthly payout, plus updated holding balances.
What is the Executive Deferral Plan transaction in AVA’s Form 4 for David J. Meyer?
The Executive Deferral Plan entry records 45.32 shares at $40.41 per share with transaction code J, labeled as another type of acquisition or disposition. A footnote explains this relates to a retirement withdrawal from the plan with a monthly payout structure.