[Form 5] AVISTA CORP Annual Statement of Beneficial Ownership

Rhea-AI Filing Summary

David J. Meyer, a vice president and director at Avista Corp (AVA), filed a Form 5 reporting small, inadvertent dividend reinvestment purchases during the 2025 fiscal year. On 03/14/2025 he acquired 27.5467 shares at $40.1475 and on 06/13/2025 he acquired 11.4385 shares at $37.5066, a combined 38.9852 shares added via reinvestment. At year-end he beneficially owned 8,432.9851 shares directly. He also reported indirect holdings of 6.62 shares in the 401(k) plan and 3,688.86 shares in an executive deferral plan; a trustee-held position is listed without a disclosed amount. The filing is signed and dated 09/17/2025 and notes both transactions were "inadvertent reinvestment of Dividends."

Insights

Financial Analyst

TL;DR: Small dividend reinvestments added ~39 shares; immaterial to valuation but maintains compliance with Section 16 reporting.

The transactions are routine dividend reinvestments totaling 38.9852 shares acquired at market prices of $40.1475 and $37.5066. Given the reporting persons direct beneficial ownership of 8,432.9851 shares, these additions represent a de minimis change (<0.5% depending on total outstanding shares) and are not material to company financials. The filing clarifies the nature as inadvertent reinvestment, which signals no deliberate change in insider ownership strategy. The inclusion of 401(k) and executive deferral plan holdings provides useful context on indirect exposure.

Corporate Governance Expert

TL;DR: Filing documents compliance; transactions labeled "inadvertent" and appear routine with no governance red flags.

The Form 5 documents post-period adjustments to Section 16 holdings caused by dividend reinvestments. The reporter discloses both direct and indirect holdings and provides explanations for the entries. There is no indication of late, unexplained trades or unusual option/derivative activity. One minor omission: a trustee-held position is referenced without a numerical amount, which limits full transparency on that component of indirect ownership.

SEC Form 5

FORM 5

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL 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:			3235-0362
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hours per response:			1.0

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Form 3 Holdings Reported.

Form 4 Transactions Reported.

1. Name and Address of Reporting Person^*

MEYER DAVID J

(Last) (First) (Middle)

1411 E MISSION AVE

(Street)

SPOKANE WA 99202

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
AVISTA CORP [ AVA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Vice President

3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
09/16/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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 at end of Issuer's Fiscal Year (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
				Amount	(A) or (D)	Price
Common Stock	03/14/2025		J5	27.5467(1)	A	$40.1475	8,421.5467	D
Common Stock	06/13/2025		J5	11.4385(2)	A	$37.5066	8,432.9851	D
Estimated Shares held in 401(k)							6.62	I	Shares held in 401(k) Plan
Shares Held in Executive Deferral Plan							3,688.86	I	Shares Held by Trustee

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)
					(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Inadvertent reinvestment of Dividends March 2025

2. Inadvertent reinvestment of Dividends June 2025

	/s/David J. Meyer	09/17/2025
	** Signature of Reporting Person	Date
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.

FAQ

What did Avista insider David J. Meyer report on Form 5 (AVA)?

He reported two inadvertent dividend reinvestments: 27.5467 shares at $40.1475 on 03/14/2025 and 11.4385 shares at $37.5066 on 06/13/2025, signed 09/17/2025.

How many shares does David J. Meyer beneficially own according to the Form 5?

The filing shows 8,432.9851 shares beneficially owned directly at the end of the fiscal year, plus indirect holdings of 6.62 shares (401(k)) and 3,688.86 shares (executive deferral plan).

Were the reported transactions intentional purchases or dividends reinvested?

The filer explains both entries as "inadvertent reinvestment of Dividends" for March 2025 and June 2025.

Does the Form 5 disclose any derivative or option transactions for Meyer?

No. Table II for derivative securities contains no reported transactions or amounts.

Is there any potentially missing information in the filing?

The filing references "Shares Held by Trustee" but does not specify an amount for that trustee-held position.