AVISTA CORP (AVA)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-05-05

Key Insights

  • Avista Corporation is announcing Q1 2026 financial results on May 5, 2026, with earnings details provided in a press release and investor presentation available to the public.
  • The company is holding a webcast conference call with securities analysts to discuss quarterly performance, indicating active investor engagement and transparency in communicating results.
  • This is a routine quarterly earnings disclosure filing with no material events, agreements, or leadership changes reported, classified as furnishing information rather than filing it under Regulation FD.
Quarterly Report Filed: 2026-05-05

Key Insights

  • Q1 2026 filing shows continued operational focus on utility revenue segments including residential, commercial, industrial, and transmission electric services across Avista Utilities and Alaska Electric Light & Power subsidiaries.
  • Company maintains active derivative and hedging programs for natural gas and electricity management, with fair value measurements across Level 1-3 inputs indicating complex financial instrument portfolio requiring careful monitoring.
  • Filing reflects ongoing regulatory asset management and deferred revenue recognition related to Climate Commitment Act compliance, suggesting regulatory environment remains material to financial performance and balance sheet.
  • Presence of pension plan obligations, defined benefit arrangements, and various debt instruments including subordinated debentures indicates capital structure complexity typical of regulated utility operations requiring consistent investor returns.
Insider Trading Filed: 2026-04-16

Key Insights

  • David J. Meyer, a VP at Avista Corp, has retired and is withdrawing shares from the company's Executive Deferral Plan.
  • Meyer directly owns 5,103.99 shares of Avista Corp common stock and indirectly owns an additional 7.11 shares through the company's 401(k) plan.
  • The insider trading activity reflects a routine retirement-related transaction and does not indicate any significant changes in Meyer's ownership or the company's outlook.
Insider Trading Filed: 2026-03-10

Key Insights

  • Scott L. Morris, the Chairman of the Board of Avista Corp, gifted 8,613 shares of the company's common stock to his children and grandchildren, indicating a potential transfer of ownership within his family.
  • The transaction price of $39.66 per share suggests the shares were gifted at the current market value, rather than a discounted price.
  • This type of insider transaction, where a director gifts shares to family members, can be seen as a positive signal of the executive's confidence in the company's long-term prospects.
Insider Trading Filed: 2026-02-26

Key Insights

  • Insider Cox sold 1,768 shares of AVISTA CORP (AVA) at $40.18 per share, reducing his direct ownership to 8,401 shares.
  • Cox still holds an indirect beneficial ownership of 10,227.12 shares through the company's 401(k) plan.
  • The sale represents a small portion of Cox's total holdings, suggesting this may be a routine portfolio rebalancing rather than a significant vote of no confidence in the company.
Current Report Filed: 2026-02-25

Key Insights

  • Avista Corporation reported its financial results for the fourth quarter and fiscal year ended December 31, 2025, which will be discussed on a webcast conference call with securities analysts.
  • The company will furnish a press release and slide presentation as exhibits to the 8-K filing, providing details on the financial performance and key business updates.
  • Investors should focus on the revenue trends, margin changes, and any updates to the company's guidance or risk factors that may impact the stock price.
Annual Report Filed: 2026-02-25

Key Insights

  • The filing contains numerous references to various types of assets, liabilities, and expenses related to Avista's utility operations, suggesting a detailed financial report.
  • The filing mentions several regulatory aspects, including regulatory assets, liabilities, and decoupling mechanisms, indicating the importance of regulatory factors for Avista's business.
  • The filing discusses pension plans, postretirement benefits, and related adjustments to other comprehensive income, highlighting the significance of employee benefits and related accounting considerations.
Insider Trading Filed: 2026-02-10

Key Insights

  • The filing shows that Bryan Alden Cox, a Senior Vice President at Avista Corp., was granted 2,488 shares of restricted stock and 5,807 performance shares on February 9, 2026.
  • The restricted shares vest over a 3-year period, with one-third vesting each year. The performance shares will be issued at the end of a 3-year performance cycle if the company meets certain performance measures.
  • The insider buying activity, with both restricted and performance-based shares granted, suggests that the reporting person is bullish on the company's future performance.
Insider Trading Filed: 2026-02-10

Key Insights

  • Jason R. Thackston, the Senior Vice President of Avista Corp, has received a grant of 3,147 restricted shares as well as 7,344 performance shares for the 2026 cycle.
  • The restricted shares will vest over a 3-year period, with 1/3 of the shares vesting each year, and will be paid out in Avista Corp common stock.
  • The performance shares will be issued at the end of the 3-year performance cycle if the company meets certain performance measures.
Insider Trading Filed: 2026-02-10

Key Insights

  • Heather Lynn Rosentrater, the President & CEO of Avista Corp, acquired 21,223 shares of restricted stock on February 9, 2026 at $40.99 per share.
  • Rosentrater also received a grant of 49,526 performance shares, which will vest if certain performance measures are met over a 3-year period.
  • Rosentrater's total beneficial ownership in Avista Corp's common stock increased to 76,051 shares, including 695 shares held indirectly through her spouse's plan.
Insider Trading Filed: 2026-02-10

Key Insights

  • Wayne O. Manuel, the Senior Vice President of Avista Corp, received a grant of 2,488 restricted shares and 5,807 performance shares on February 9, 2026, indicating the company's intention to incentivize and retain its senior leadership.
  • The restricted shares vest over a 3-year period, aligning the executive's interests with long-term shareholder value creation.
  • The performance shares are tied to unspecified performance measures, suggesting the company aims to motivate its executives to meet or exceed key strategic and financial goals.
Insider Trading Filed: 2026-02-10

Key Insights

  • Ryan L. Krasselt, Vice President of Avista Corp, received a grant of 1,536 restricted shares and 3,588 performance shares on February 9, 2026, indicating ongoing executive compensation and alignment with shareholder interests.
  • The restricted shares vest over a 3-year period, while the performance shares are tied to unspecified performance measures over a 3-year cycle, providing incentives for long-term value creation.
  • Krasselt's total beneficial ownership of Avista Corp's common stock increased to 29,741 shares, reflecting his continuing role and commitment to the company.
Insider Trading Filed: 2026-02-10

Key Insights

  • The reporting person, Scott J. Kinney, acquired 2,048 restricted shares of Avista Corp common stock on 02/09/2026 at $40.99 per share, increasing his direct ownership to 12,566.7289 shares.
  • Kinney also received a grant of 4,783 performance shares on 02/09/2026 with a vesting period of 3 years, indicating the company's intention to incentivize long-term performance.
  • Kinney's acquisition of additional shares through both restricted and performance grants suggests his confidence in Avista Corp's future and aligns his interests with those of the company's shareholders.
Insider Trading Filed: 2026-02-10

Key Insights

  • Latisha Diane Hill, the Vice President of Avista Corp, has been awarded 1,646 restricted shares of the company's common stock, which will vest over a 3-year period.
  • Hill has also been granted 3,844 performance shares, which will be issued at the end of a 3-year performance cycle if the company meets certain performance measures.
  • Hill's total beneficial ownership of Avista Corp's common stock has increased to 18,189.6809 shares, with an additional 975.07 shares held in her 401(k) plan.
Insider Trading Filed: 2026-02-10

Key Insights

  • The reporting person, Gregory Curtis Hesler, is a senior vice president and corporate secretary at Avista Corp (AVA), indicating ongoing executive involvement.
  • Hesler was granted 3,147 restricted shares of Avista Corp common stock on February 9, 2026, which vest over a 3-year period, aligning his interests with shareholders.
  • Hesler was also granted 7,344 performance shares that will be issued at the end of a 3-year cycle if certain performance measures are met, incentivizing long-term company performance.
Insider Trading Filed: 2026-02-10

Key Insights

  • Joshua DiLuciano, a Vice President at Avista Corp, was granted 1,756 restricted shares of the company's common stock on February 9, 2026. This indicates continued investment in the company by a key insider.
  • DiLuciano was also awarded 4,100 performance shares that will vest based on achieving certain performance metrics over the next 3 years. This aligns his incentives with long-term shareholder value creation.
  • The filing shows DiLuciano directly owns 12,157 shares of Avista Corp following these transactions, suggesting he maintains a significant equity stake in the company.
Insider Trading Filed: 2026-02-10

Key Insights

  • The reporting person, Kevin J. Christie, has been granted 5,342 restricted shares of Avista Corp. common stock, which will vest over a 3-year period.
  • The reporting person has also been granted 12,468 performance shares, which will be issued at the end of a 3-year performance cycle if certain performance measures are met.
  • The reporting person holds an additional 3,588.21 shares of Avista Corp. common stock in his 401(k) plan, indicating continued investment in the company.
Insider Trading Filed: 2026-02-10

Key Insights

  • Alexis G. Alexander, a Vice President at Avista Corp, received a grant of 1,464 restricted shares and 3,416 performance shares on 2026-02-09, indicating potential insider confidence in the company's future performance.
  • The restricted shares vest over a 3-year period, while the performance shares will be issued at the end of each 3-year cycle if certain performance measures are met, aligning executive compensation with long-term shareholder interests.
  • The grant of these equity-based awards suggests that Avista Corp is continuing to incentivize its key executives to drive the company's growth and profitability in the coming years.
Insider Trading Filed: 2026-02-04

Key Insights

  • The reporting person, David J. Meyer, a VP at Avista Corp (AVA), has retired and sold 417 shares of common stock to pay taxes on previously vested restricted shares.
  • Meyer has a significant indirect beneficial ownership of 3,807.88 shares held in an Executive Deferral Plan, in addition to 6.93 shares held in a 401(k) plan.
  • Due to Meyer's retirement, he has forfeited 2,774 shares that were not able to vest, reducing his total beneficial ownership to 4,308.9851 shares.
Current Report Filed: 2026-01-16

Key Insights

  • Avista Corporation filed a multi-year rate plan (MYRP) with the Washington Utilities and Transportation Commission, requesting base rate relief over four years with significant increases in 2027 and smaller increases in subsequent years.
  • The key drivers of the 2027 revenue requirement include increased electric resource costs, capital additions, employee benefits, insurance, and regulatory amortizations.
  • Avista proposes changes to the calculation of authorized baseline power supply cost and the timing for recovery of costs deferred under the Energy Recovery Mechanism to address market volatility.

Get real-time filing analysis in the app

Download on the App Store

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.