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AVISTA CORP director and Chairman of the Board Scott L. Morris reported a bona fide gift of 8,613 shares of common stock on March 9, 2026, described as gifted to children and grandchildren. Following this transfer, he directly holds 105,796 shares of AVISTA CORP common stock.
Avista Corporation filed an 8-K to share its March 2026 investor presentation, outlining its utility-focused growth and financial outlook. The company targets non-GAAP utility earnings of $2.52 to $2.72 per diluted share in 2026 and long-term utility earnings growth of 4–6% from the midpoint of 2025 consolidated earnings guidance.
Avista highlights a $3.4 billion capital plan for 2026–2030, a largely regulated business mix, and an expected utility earnings CAGR of 5% with a 3% dividend CAGR toward a 60–70% payout ratio. It reports $1.9 billion in 2025 operating revenue, $191 million in 2025 net income attributable to shareholders, and 2025 diluted EPS of $2.36, with a 2026 annualized dividend of $1.97 per share and shareholders’ equity of $2.7 billion as of December 31, 2025.
The presentation emphasizes wildfire mitigation spending, grid hardening, decarbonization initiatives, and a largely renewable generation portfolio, as well as regulatory rate outcomes across Washington, Idaho, Oregon and Alaska that support authorized returns generally around 9.5–11.45% ROE.
AVISTA CORP senior vice president Jason R. Thackston reported equity award activity tied to 2023 performance shares. On March 2, 2026, 5,128 performance share units were converted, resulting in an acquisition of 2,052 common shares. A separate transaction withheld 500 shares at $39.92 per share to cover income taxes on the performance shares, leaving Thackston with 44,788 common shares held directly.
Avista Corp senior vice president Jason R. Thackston exercised 2023 performance share awards and had shares withheld for taxes. He acquired 2,052 shares of common stock through conversion of performance shares and 5,128 related derivative shares, while 500 shares were disposed of to cover income tax, leaving 58,788 shares directly owned.
Avista Corp President & CEO Heather Lynn Rosentrater reported equity award activity and related tax withholding. She exercised or converted a 2023 performance share award for 6,879 units at a conversion price of $0.00, consistent with the footnote that shares are awarded if performance goals are met. This resulted in an acquisition of 2,752 shares of common stock at $0.00, bringing her direct common stock holdings to 78,803 shares before tax withholding. To cover income taxes on the performance shares acquired on March 2, 2026, 671 common shares were automatically withheld at $39.92 per share, leaving her with 78,132 directly held shares. The filing also notes 695 common shares held indirectly through her spouse’s plan.
AVISTA CORP reporting person David J. Meyer (VP - Retired) reported equity award activity. On March 2, 2026, he exercised 2,627 2023 performance share units, receiving 1,051 shares of common stock. The company withheld 256 shares at $39.92 per share to cover income taxes, a non–open-market disposition. After these transactions, he held 5,103.99 shares directly, plus additional indirect holdings in a 401(k) plan and an executive deferral plan.
AVISTA CORP Senior Vice President Wayne O. Manuel reported equity award activity involving performance-based shares. On March 2, 2026, 2,705 "Conversion of 2023 Performance Shares (CEPS)" derivative units were exercised or converted with a stated price of $0.00 per unit, consistent with a performance award structure.
On the same date, he acquired 1,082 shares of "Common Stock - Performance Shares (CEPS)" at a stated price of $0.00 per share, reflecting shares delivered upon meeting performance conditions. A separate transaction withheld 270 shares of common stock at $39.92 per share to cover income tax on the performance shares. After these transactions, his directly held common stock position was 12,113.99 shares.
Avista Corp vice president Ryan L. Krasselt reported equity compensation activity involving performance shares and related tax withholding. He exercised 2023 Performance Shares (CEPS) covering 2,627 units with no conversion price, reflecting shares awarded when a performance measure was met.
Following the conversion, he acquired 1,051 shares of Avista common stock from performance shares and ended with 30,792 common shares directly owned. To cover income taxes on the shares acquired on March 2, 2026, 255 common shares were disposed of at $39.92 per share, leaving him with 30,537 directly held common shares.
AVISTA CORP Vice President Scott J. Kinney reported equity award activity and related tax withholding. On March 2, 2026, 2023 performance shares labeled "Conversion of 2023 Performance Shares (CEPS)" were exercised or converted for 2,814 units, tied to a performance measure. This resulted in an acquisition of 1,126 shares of AVISTA common stock from performance share awards. To cover income taxes on the shares acquired on March 2, 2026, 275 shares of common stock were disposed of at $39.92 per share through a tax-withholding transaction, rather than an open-market sale. After these transactions, Kinney held 13,417.73 shares of AVISTA common stock directly, and an additional 1,385.52 estimated shares were held indirectly through a 401(k) plan.