Welcome to our dedicated page for Avista US SEC filings (Ticker: AVA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Avista Corporation filings document the regulatory and financial disclosures of an electric and natural gas utility company. Form 8-K reports furnish quarterly and annual earnings releases, investor presentations and Regulation FD materials, while other event filings record utility rate-plan matters before state regulators.
The filing record also includes proxy materials covering board and shareholder governance, compensation and annual meeting matters. Capital-structure disclosures include the issuance of first mortgage bonds, related debt obligations and use of proceeds for utility facilities, alongside recurring disclosure about results of operations, regulatory recovery mechanisms, utility investment, risk disclosures and legal obligations tied to Avista’s regulated service territories.
Avista Corporation entered into a non-binding memorandum of understanding with a large-load customer in its Washington service territory. The customer is seeking an initial electric load of 125 megawatts starting in 2029, with a potential expansion path to 500 megawatts by 2032, subject to further evaluation, regulatory review, and definitive agreements.
The next step is negotiating an Engineering and Procurement Contract that is expected to include additional financial assurances. Any final Energy Services Agreement will be filed with, and require approval from, the Washington Utilities and Transportation Commission, with the structure intended to provide net benefits to existing customers while supporting regional economic development and grid improvements.
Avista Corporation reported issuing and selling $90.0 million of 4.77% first mortgage bonds due in 2029 and $70.0 million of 6.10% first mortgage bonds due in 2056 in a private placement with institutional investors. The company expects to issue an additional $70.0 million of 6.10% bonds in August 2026. These secured bonds are issued under Avista’s long-standing Mortgage and Deed of Trust, are redeemable with a make-whole premium, and are secured by a lien on substantially all company property. Net proceeds will be used to refinance existing debt and fund utility capital spending.
Avista also held its 2026 annual meeting, where shareholders elected eleven directors and ratified Deloitte & Touche LLP as auditor. An advisory vote approved executive compensation. A proposal to amend the articles to lower certain approval thresholds from 80% to a simple majority received strong support but did not reach the required 80% of outstanding shares and therefore failed.
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.
Avista Corp Senior Vice President Jason R. Thackston reported a bona fide gift of 3,210 shares of Avista Common Stock to Whitworth University. The Form 4 shows this non-market transfer on Common Stock and indicates he continues to hold 41,578 shares directly after the gift.
Avista Corporation furnished a May 2026 investor presentation detailing recent performance, capital plans, regulatory activity and wildfire mitigation efforts. The company reported 2025 operating revenue of $2.0 billion, net income of $193 million and diluted EPS of $2.38, with shareholders’ equity of $2.7 billion as of December 31, 2025.
Avista targets long-term utility earnings growth of 4–6% from the midpoint of 2025 guidance and expects an ROE of 9.0% over the long term. Non‑GAAP utility earnings guidance for 2026 is $2.52–$2.72 per diluted share, assuming normal weather, a 12% effective tax rate, capital expenditures of $615 million and a negative $0.10 per share earnings impact from the Energy Recovery Mechanism.
The plan includes about $3.4 billion of capital spending in 2026–2030, driving an expected 7% base rate‑base CAGR with potential to reach 8%. Avista highlights wildfire mitigation, clean energy investments toward 2045 carbon goals, and regulatory developments across Washington, Idaho, Oregon and Alaska, including multiple rate cases and climate‑related legislation.
Avista Corp director Janet D. Widmann received a stock grant as part of her board compensation. On May 8, 2026, she acquired 3,538 shares of Avista common stock at a reference price of $40.98 per share, issued as director compensation and annual retainer. Following this award, she directly holds 22,784 common shares.
STANLEY HEIDI B reported acquisition or exercise transactions in this Form 4 filing.
AVISTA CORP director Heidi B. Stanley reported a compensation-related stock grant. She received an award of 3,538 shares of common stock at a reference price of $40.98 per share, issued as director compensation and as part of the directors’ annual retainer.
After this grant, she holds 31,283 shares of AVISTA CORP common stock directly, plus 9,248 shares held indirectly in a profit sharing plan through a trustee. The filing shows a routine equity award rather than an open-market purchase or sale, and no derivative securities are reported.
Philipps Jeffry L. reported acquisition or exercise transactions in this Form 4 filing.
Avista Corp director Jeffry L. Philipps received a stock grant totaling 3,538 shares of Common Stock. The award was issued as director compensation and as part of the directors’ annual retainer, valued using the closing price of $40.98 per share on May 7, 2026.
After this grant, Philipps directly holds 20,933 Avista shares. This is a compensation-related share award, not an open-market purchase or sale.
MORRIS SCOTT L reported acquisition or exercise transactions in this Form 4 filing.
Avista Corp chairman of the board Scott L. Morris received an award of 3,538 shares of common stock on May 8, 2026 as part of his director compensation and annual retainer. The award was valued at the $40.98 closing price on May 7, 2026. Following this grant, he directly holds 109,334 shares of Avista common stock, reflecting routine equity-based compensation rather than an open-market purchase or sale.
Maw Scott Harlan reported acquisition or exercise transactions in this Form 4 filing.
AVISTA CORP director Scott Harlan Maw received an equity award of 3,538 shares of common stock as part of his director compensation and annual retainer. The award was priced at $40.98 per share, using the company’s closing share price on May 7, 2026.
Following this compensation grant, Maw directly holds a total of 33,385 AVISTA CORP common shares. This is a routine, non‑market transaction reflecting stock-based compensation rather than an open-market purchase or sale.