STOCK TITAN

Avista (AVA) retired VP reports Executive Deferral Plan share withdrawal

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Avista Corp insider David J. Meyer, listed as “VP - Retired,” reported an internal adjustment tied to his Executive Deferral Plan. A trustee processed a retirement withdrawal of 46.19 shares held in the plan at a reference value of $41.41 per share, described as a monthly payout rather than a market trade. After this activity, indirect holdings in the Executive Deferral Plan total 2,662.96 shares, direct ownership of Avista common stock is 5,103.99 shares, and an estimated 7.11 shares are held indirectly in a 401(k) plan.

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Insider MEYER DAVID J
Role Insider
Type Security Shares Price Value
Other Shares Held in Executive Deferral Plan 46.19 $41.41 $2K
holding Common Stock -- -- --
holding Estimated Shares held in 401(k) -- -- --
Holdings After Transaction: Shares Held in Executive Deferral Plan — 2,662.96 shares (Indirect, Shares Held by Trustee); Common Stock — 5,103.99 shares (Direct); Estimated Shares held in 401(k) — 7.11 shares (Indirect, Shares held in 401(k) Plan)
Footnotes (1)
  1. [object Object]
Deferral plan withdrawal 46.19 shares Retirement withdrawal from Executive Deferral Plan, monthly payout
Reference share value $41.41 per share Value used for Executive Deferral Plan withdrawal
Indirect deferral plan holdings 2,662.96 shares Shares held by trustee after transaction
Direct common stock holdings 5,103.99 shares Avista common stock held directly after transaction
Estimated 401(k) holdings 7.11 shares Estimated Avista shares in 401(k) plan
Executive Deferral Plan financial
"Retirement withdrawal from Executive Deferral Plan - monthly payout"
401(k) Plan financial
"Estimated Shares held in 401(k) Plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
indirect ownership financial
"direct_or_indirect: "I" and nature_of_ownership: "Shares Held by Trustee""
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
MEYER DAVID J

(Last)(First)(Middle)
1411 E MISSION AVE

(Street)
SPOKANE WASHINGTON 99202

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AVISTA CORP [ AVA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
Officer (give title below)XOther (specify below)
VP - Retired
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Shares Held in Executive Deferral Plan04/15/2026J(1)46.19(1)D$41.412,662.96IShares Held by Trustee
Common Stock5,103.99D
Estimated Shares held in 401(k)7.11IShares held in 401(k) Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Retirement withdrawal from Executive Deferral Plan - monthly payout
/s/David J. Meyer04/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Avista (AVA) insider David J. Meyer report in this Form 4?

David J. Meyer reported a retirement withdrawal of 46.19 shares from an Executive Deferral Plan, processed by a trustee. The filing characterizes this as a monthly payout, not an open-market stock purchase or sale.

Was the Avista (AVA) Form 4 transaction a stock buy or sell?

The Form 4 describes the event as an “other” transaction under code J, reflecting a retirement withdrawal from an Executive Deferral Plan. It is presented as an internal plan payout, not an open-market stock purchase or sale.

How many Avista (AVA) shares were involved in Meyer’s deferral plan withdrawal?

The filing shows 46.19 shares moved from the Executive Deferral Plan at a reference value of $41.41 per share. This reflects a monthly retirement withdrawal rather than a traditional buy or sell order in the market.

What are David J. Meyer’s Avista (AVA) share holdings after the reported transactions?

After the reported activity, Meyer holds 5,103.99 Avista common shares directly, 2,662.96 shares indirectly via an Executive Deferral Plan, and approximately 7.11 shares indirectly through a 401(k) plan, according to the Form 4 figures.

What does the Executive Deferral Plan note mean in the Avista (AVA) Form 4?

A footnote explains the transaction as a retirement withdrawal from the Executive Deferral Plan, paid out on a monthly basis. Shares are held by a trustee, indicating an internal plan distribution instead of a discretionary market trade.

How is Meyer’s indirect ownership in Avista (AVA) structured in this filing?

Indirect ownership includes 2,662.96 shares held by a trustee in an Executive Deferral Plan and about 7.11 shares in a 401(k) plan. These positions complement his direct holding of 5,103.99 Avista common shares.