Every Form 4 that NorthWestern Energy Group, Inc. (NWE) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow NWE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NWE filings page.
HORSFALL JAN ROBERT reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. reported that director Jan Robert Horsfall received a grant of 524 deferred share units of common stock as his third‑quarter 2026 stock grant for non‑employee directors at a grant price of $71.62 per share. After this award, his direct holdings total 11,670 shares, including dividend reinvestment and underlying deferred share units that will be issuable after his service ends.
Yingling Jeffrey W. reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Jeffrey W. Yingling received a grant of 524 shares of common stock, reported as deferred share units, as his third‑quarter 2026 stock grant under the company’s compensation schedule for non‑employee directors at a grant price of $71.62 per share. Following this award, he directly holds 24,349 shares, including underlying deferred share units issuable after his service ends and shares accumulated through dividend reinvestment.
NorthWestern Energy Group, Inc. director Mahvash Yazdi reported an amended insider transaction reflecting a third-quarter 2026 stock grant. On July 9, 2026, Yazdi acquired 524 shares of common stock at a reference price of $71.62 per share as a grant under the company’s compensation rate schedule for non-employee directors.
This amendment corrects the previously reported transaction date from July 6, 2026, to July 9, 2026; no other terms changed apart from conforming updates. Following the grant, Yazdi directly holds 22,932 shares of common stock, which includes shares accumulated through dividend reinvestment.
NorthWestern Energy Group, Inc. director Britt E. Ide received a grant of 524 shares of Common Stock on July 9, 2026, classified as a grant, award, or other acquisition under the company’s compensation rate schedule for non-employee directors for the third quarter of 2026. Following this award, Ide directly holds 15,558 shares of common stock, which include shares acquired through dividend reinvestment.
NorthWestern Energy Group, Inc. director David L. Goodin reported an acquisition of 524 shares of common stock on July 9, 2026. The shares represent a third quarter 2026 stock grant received under the company’s compensation rate schedule for non-employee directors, bringing his direct holdings to 5,624 shares.
Edwards Sherina M. reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Sherina M. Edwards received a third-quarter 2026 stock grant of 524 shares of Common Stock under the company’s compensation rate schedule for non-employee directors. Following this grant, she holds 9,978 shares of NorthWestern Energy Group common stock directly.
Larson Kent T reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Kent T. Larson received a stock grant of 524 shares of common stock on July 9, 2026. The grant, valued at $71.62 per share, represents his third-quarter 2026 stock award under the compensation rate schedule for non-employee directors. Following this award, Larson directly holds 12,041 shares of NorthWestern Energy Group common stock.
NorthWestern Energy Group, Inc. director Linda G. Sullivan received a grant of 768 shares of common stock on July 9, 2026, as a third quarter 2026 stock grant under the compensation rate schedule for non-employee directors. Following this award, she directly holds 34,586 shares, which include shares acquired through dividend reinvestment.
NorthWestern Energy Group, Inc. director Mahvash Yazdi received a grant of 524 shares of common stock on July 6, 2026, as a third-quarter 2026 stock grant under the company’s compensation rate schedule for non-employee directors. Following this award, Yazdi directly holds 22,932 shares, including shares acquired through dividend reinvestment.
NorthWestern Energy Group director Jeffrey W. Yingling received a stock-based compensation grant. On May 11, 2026, he acquired 569 shares of common stock at a grant price of $65.94 per share as a second-quarter 2026 stock grant for non-employee directors.
The filing notes that shares were issued as deferred share units, with the grant price set as of March 31, 2026. After this award and including prior deferred share units and dividend reinvestment, Yingling directly holds 23,616 shares.
HORSFALL JAN ROBERT reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Jan Robert Horsfall received a stock grant of 569 shares of common stock valued at $65.94 per share. The grant represents his second quarter 2026 compensation under the company’s rate schedule for non-employee directors.
These shares were issued as deferred share units on May 11, 2026 using a grant price set as of March 31, 2026, and will be settled after his termination of service. Following this award, Horsfall directly and through deferred share units holds a total of 11,109 shares, including shares accumulated through dividend reinvestment.
Edwards Sherina M. reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group director Sherina M. Edwards received a stock grant of 569 shares of Common Stock as part of her 2026 second quarter compensation. The grant was made at $65.94 per share under the company’s compensation rate schedule for non-employee directors, bringing her direct holdings to 9,454 shares.
Goodin David L reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director David L. Goodin received a stock grant of 569 shares of Common Stock valued at $65.94 per share as of the grant date. This was a second quarter 2026 stock grant under the company’s compensation rate schedule for non-employee directors. Following this award, Goodin directly holds 5,100 shares of NorthWestern Energy Group, Inc. common stock.
Ide Britt E reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Britt E. Ide received a stock award of 569 shares of common stock, valued at $65.94 per share, as part of the company’s 2026 second-quarter compensation schedule for non-employee directors. Following this grant and prior dividend reinvestment, Ide directly holds 14,895 shares. This is a routine, compensation-related equity grant rather than an open-market purchase.
Larson Kent T reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group director Kent T. Larson received a routine equity grant. He was awarded 569 shares of common stock on April 7, 2026 as a second quarter 2026 stock grant under the company’s compensation rate schedule for non-employee directors at a fair value of $65.94 per share.
Following this award, Larson directly holds 11,517 common shares. This is a compensation-related stock grant, not an open-market purchase or sale, and reflects standard board compensation rather than a discretionary trading decision.
Sullivan Linda G reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group director Linda G. Sullivan received a stock grant of 834 shares of common stock at $65.94 per share. This second-quarter 2026 grant was issued under the company’s compensation rate schedule for non-employee directors.
After this award and including shares from dividend reinvestment, Sullivan directly holds 33,650 shares of NorthWestern Energy Group common stock.
YAZDI MAHVASH reported acquisition or exercise transactions in this Form 4 filing.
NorthWestern Energy Group, Inc. director Mahvash Yazdi received a stock award of 569 shares of common stock at an indicated value of $65.94 per share. This was a second quarter 2026 stock grant made under the company’s compensation rate schedule for non-employee directors.
Following this grant and prior dividend reinvestment activity, Yazdi directly holds 22,291 common shares. The transaction reflects routine equity-based director compensation rather than an open-market stock purchase.
NorthWestern Energy Group vice president John D. Hines reported routine equity compensation activity. He acquired 1,354 shares of common stock on March 3, 2026, valued at $68.45 per share, upon the December 31, 2025 vesting of performance units granted under the company's 2020 Executive Retirement-Retention Plan.
On the same date, 398 shares were disposed of to cover tax withholding, leaving him with 41,972 directly held shares. The reported holdings include shares previously acquired through dividend reinvestment.
NorthWestern Energy Group, Inc. reported that President and CEO Brian B. Bird received a grant of 20,864 shares of common stock on February 27, 2026, tied to the vesting of performance units from the company’s 2023 Long-Term Incentive Program. The value reference for this award uses a share price of $68.45, which reflects the closing price on February 11, 2026, when the Board approved payout and vesting.
On the same date, 7,341 shares were disposed of to cover tax obligations through delivery of shares rather than an open-market sale. After these transactions, Bird directly owned 218,047 shares of NorthWestern Energy Group common stock, including shares accumulated via the Employee Stock Purchase Plan and dividend reinvestment.
NorthWestern Energy Group, Inc. VP and General Counsel Shannon Heim reported equity compensation activity in company common stock. On February 27, 2026, she acquired 2,818 shares at a reference price of $68.45 per share from the vesting of performance units granted under the company’s 2023 Long-Term Incentive Program.
On the same date, 892 shares were disposed of in a tax-withholding transaction, where shares were delivered to satisfy tax liabilities tied to the award. After these transactions, she directly owned 8,795 common shares, which the filing notes includes shares accumulated through the Employee Stock Purchase Plan and dividend reinvestment.
NorthWestern Energy Group, Inc. executive Bleau LaFave reported equity compensation activity involving company common stock. LaFave acquired 671 shares upon the 12/31/25 vesting of performance units granted under the company’s 2023 Long-Term Incentive Program, valued using the $68.45 closing price on 2/11/26 when the board approved payout and vesting. To cover tax obligations, 198 shares were disposed of through a tax-withholding transaction, leaving LaFave with 3,496 directly owned shares of common stock after these transactions.
NorthWestern Energy Group, Inc. VP and CFO Crystal Dawn Lail reported equity award activity in company common stock. On the vesting of performance units granted under the 2023 Long-Term Incentive Program, she acquired 6,186 shares, valued at a reference share price of 68.45 per share as of the Board’s approval date.
To cover tax obligations, 1,506 shares were disposed of through a tax-withholding transaction, not an open-market sale. Following these non-market transactions, she directly owns 35,081 shares of NorthWestern Energy common stock.
NorthWestern Energy Group, Inc. VP - Transmission Michael R. Cashell reported equity compensation transactions involving the company’s common stock. On February 27, 2026, he acquired 2,453 shares through the vesting of performance units granted under the company’s 2023 Long-Term Incentive Program, valued using a reference price of $68.45 per share. In a separate transaction the same day, 763 shares were disposed of to cover tax withholding obligations, recorded at a price of $0.00 per share, which reflects a non-cash tax payment rather than an open-market sale. After these transactions, Cashell directly owned 27,342 shares of NorthWestern Energy Group common stock.
NorthWestern Energy Group, Inc. Controller Jeffrey B. Berzina reported equity award activity involving company common stock. On 12/31/25, 938 shares were acquired upon vesting of performance units granted under the company’s 2023 Long-Term Incentive Program, using a reference price of $68.45 per share based on the 2/11/26 closing price approved by the Board. In a related tax-withholding disposition, 278 shares were surrendered to cover taxes due on the award. Following these transactions, Berzina directly owned 4,671 common shares, including amounts from participation in the company’s Employee Stock Purchase Plan.
NorthWestern Energy Group VP Jason Merkel reported stock-based compensation activity involving company common stock. He acquired 1,331 shares as a grant/award tied to the 12/31/25 vesting of performance units under the company’s 2023 Long-Term Incentive Program, using a share value of $68.45 set by the Board on 2/11/26. In a separate transaction the same day, 461 shares were disposed of to cover taxes through share withholding. After these award and tax-withholding transactions, Merkel directly holds 5,616 NorthWestern Energy Group common shares.
NorthWestern Energy Group, Inc. executive Bobbi L. Schroeppel reported equity compensation activity in company common stock. She acquired 2,464 shares as a grant/award upon 12/31/25 vesting of performance units granted under the company’s 2023 Long-Term Incentive Program, using a share price reference of $68.45. In a related tax-withholding disposition, 643 shares were surrendered to cover obligations, leaving her with 38,485 directly owned shares of common stock. Total holdings include shares accumulated through the Employee Stock Purchase Plan and dividend reinvestment.
NorthWestern Energy Group VP - Technology Jeanne Vold reported equity award-related transactions in company common stock. On the vesting of performance units from the 2023 Long-Term Incentive Program, she acquired 1,679 shares at a reference price of $68.45 per share and then disposed of 478 shares to cover tax obligations. After these award and tax-withholding transactions on February 27, 2026, she directly owned 14,221 shares of NorthWestern Energy Group common stock.
NorthWestern Energy Group President and CEO Brian B. Bird received an equity award and related tax withholding adjustment. He acquired 2,587 shares of common stock on a grant or award basis at a reference price of $68.45 per share, tied to performance units under the company’s 2020 Executive Retirement-Retention Plan that vested on 12/31/25. To cover taxes, 60 shares were disposed of through a tax-withholding transaction, leaving him with 204,524 directly owned shares, which include deferred share units and shares accumulated through the Employee Stock Purchase Plan and dividend reinvestment.
NorthWestern Energy Group VP and CFO Crystal Dawn Lail reported equity compensation activity in the company’s common stock. She acquired 1,260 shares as a grant/award tied to vesting of performance units, and 29 shares were disposed of to cover tax withholding. Following these transactions, she directly owns 30,401 shares, including deferred share units issuable after her service ends.
NorthWestern Energy Group, Inc. executive Bobbi L. Schroeppel, VP – HR, Customer Care and Corporate Communications, reported equity-related transactions in company common stock. On February 24, 2026, she acquired 1,335 shares of common stock at $68.45 per share through a grant/award acquisition tied to the December 31, 2025 vesting of performance units under the company’s 2020 Executive Retirement-Retention Plan.
A separate transaction on the same date shows a disposition of 31 shares to satisfy tax withholding obligations by delivering securities. Following these transactions, her directly owned common stock totaled 36,664 shares. Footnotes state that total holdings include shares from the Employee Stock Purchase Plan, dividend reinvestment, and underlying deferred share units that will be issued after termination of service, and that the grant’s share price reflects the closing price on February 11, 2026 when the Board approved payout and vesting.
NorthWestern Energy Group VP Michael R. Cashell reported equity award activity involving company common stock. On a grant dated February 24, 2026, he acquired 1,329 shares through vesting of performance units under the company’s 2020 Executive Retirement-Retention Plan, valued using the $68.45 closing price from February 11, 2026.
In a related move, 31 shares were disposed of to satisfy tax withholding obligations rather than through an open-market sale. After these transactions, his directly held common stock position was 25,652 shares, which also reflects deferred shares and dividend reinvestment as described in the footnotes.
NorthWestern Energy Group VP and General Counsel Shannon Heim reported equity compensation activity in company common stock. Heim acquired 148 shares as a grant tied to the 12/31/25 vesting of performance units from the company’s 2023 Long-Term Incentive Program, valued at $68.45 per share based on the 2/11/26 closing price when the Board approved the payout. In a related tax-withholding disposition, 11 shares were surrendered to cover tax obligations. After these transactions, Heim directly owns 6,869 common shares, a figure that also reflects participation in the Employee Stock Purchase Plan, dividend reinvestment, and underlying deferred share units issuable after termination of service.
NorthWestern Energy Group, Inc. executive John D. Hines, VP – Energy Supply & MT Gov, reported equity compensation activity in company common stock. He acquired 2,474 shares on February 24, 2026 as a grant/award tied to performance units under the 2023 Long-Term Incentive Program.
A footnote explains these shares were acquired upon December 31, 2025 vesting of performance units, valued using the $68.45 closing share price on February 11, 2026, when the board approved payout and vesting. To cover taxes, 57 shares were disposed of through a tax-withholding transaction, leaving Hines with 41,016 directly held shares, including deferred share units issuable after his service ends.
NorthWestern Energy Group, Inc. director Jan Robert Horsfall reported receiving a grant of 581 shares of common stock on February 3, 2026, coded as an acquisition. The grant represents his first quarter 2026 stock award under the company’s compensation schedule for non-employee directors.
The shares carried a grant price of $64.54 as of December 31, 2025 and were issued as deferred share units on February 2, 2026. After this grant, Horsfall beneficially owned 10,505 shares, including deferred share units and shares acquired through dividend reinvestment, all reported as held directly.
NorthWestern Energy Group, Inc. director Jeffrey W. Yingling reported receiving a first quarter 2026 stock grant under the company’s compensation schedule for non-employee directors. The award covered 581 shares of common stock at a grant price of $64.54 per share, determined as of December 31, 2025.
Following this grant, Yingling beneficially owned 22,821 shares of NorthWestern common stock, including deferred share units that will be issued after his service ends and shares accumulated through dividend reinvestment.
NorthWestern Energy Group, Inc. insider transaction: Controller Jeffrey B. Berzina reported a disposition of 124 shares of NorthWestern Energy Group common stock on 01/22/2026 at a price of $64.54 per share under transaction code F. Following this transaction, he directly beneficially owned 3,999 shares of common stock.
NorthWestern Energy Group, Inc. executive activity: Vice President of Transmission Michael R. Cashell reported a disposition of 381 shares of NorthWestern Energy Group, Inc. common stock on January 22, 2026 at a price of $64.54 per share, coded as an "F" transaction, which typically reflects share withholding to cover taxes on equity compensation.
After this transaction, Cashell directly beneficially owned 24,354 shares of the company’s common stock. The filing shows no derivative securities transactions and lists his ownership as direct rather than through an intermediary entity.
NorthWestern Energy Group, Inc. officer files insider transaction report. Company executive LaFave Bleau, who serves as VP - Business Development & Asset Management, reported a disposition of 89 shares of NorthWestern Energy Group, Inc. common stock on January 22, 2026, coded as transaction type "F" at a price of $64.54 per share. Following this transaction, the reporting person directly beneficially owns 2,722 shares of the company’s common stock.
NorthWestern Energy Group VP and CFO Lail Crystal Dawn reported a small share disposition. On January 22, 2026, she reported an F-coded transaction involving 808 shares of common stock at a price of $64.54 per share. After this transaction, she reported beneficial ownership of 29,170 common shares, held in direct form.
NorthWestern Energy Group, Inc. executive Jason Merkel, VP - Distribution, reported a small insider transaction in company common stock. On 01/22/2026 he disposed of 206 shares at $64.54 per share, coded as transaction type “F.” After this transaction, he beneficially owned 4,746 common shares, held as direct ownership.
NorthWestern Energy Group, Inc. insider transaction: Company officer Bobbi L. Schroeppel, VP - HR, Customer Care and Corporate Communications, reported a disposition of common stock on 01/22/2026.
The Form 4 shows a transaction in which 327 shares of common stock were disposed of at a price of $64.54 per share, reported under transaction code F. After this transaction, Schroeppel directly beneficially owned 35,336 shares of NorthWestern Energy Group, Inc. common stock.
NorthWestern Energy Group VP Technology Jeanne Vold reported a small change in holdings of the company’s common stock. On January 22, 2026, a transaction involving 223 shares of common stock was recorded at a price of $64.54 per share, classified as a disposition. After this transaction, Vold directly beneficially owns 13,020 shares of NorthWestern Energy Group, Inc. common stock. The filing indicates the shares are held under direct ownership, with no derivative securities reported.
NorthWestern Energy Group President and CEO Brian B. Bird reported a small share disposition. On January 22, 2026, he disposed of 2,397 shares of NorthWestern Energy Group, Inc. common stock at a price of $64.54 per share, according to a Form 4 insider filing.
After this transaction, Bird beneficially owned 201,935 shares of common stock in the company in direct ownership form. The filing characterizes the transaction with code "F" and lists Emily L. Folsom signing by power of attorney on his behalf.
NorthWestern Energy Group, Inc. officer Shannon Heim, who serves as VP and General Counsel, reported a Form 4 insider transaction in the company’s common stock. On 01/15/2026, a transaction coded “F” involved 442 shares at a price of $64.54 per share. Following this activity, Heim is shown as beneficially owning 7,195 shares of NorthWestern Energy Group common stock in direct ownership.
NorthWestern Energy Group, Inc. executive John D. Hines, VP - Energy Supply & MT Gov, reported a small disposition of company stock on a Form 4. On January 15, 2026, he disposed of 84 shares of common stock at a reported price of $64.54 per share under transaction code F. After this transaction, he beneficially owned 38,599 shares of NorthWestern Energy Group common stock in direct ownership.
NorthWestern Energy Group, Inc. director Sherina M. Edwards reported receiving a first quarter 2026 stock grant of company common shares. On January 2, 2026, she acquired 581 shares of common stock at $64.54 per share under the company’s compensation rate schedule for non-employee directors. Following this grant, she beneficially owned 8,885 common shares, held directly in her name.
NorthWestern Energy Group, Inc. director David L. Goodin received 581 shares of common stock as a stock grant. The grant was made on 01/02/2026 at a reported price of $64.54 per share, according to the Form 4. This award is described as the first quarter 2026 stock grant under the company’s compensation rate schedule for non-employee directors. Following this grant, Goodin beneficially owns 4,531 shares of NorthWestern Energy Group, Inc. common stock held directly.
NorthWestern Energy Group, Inc. director Kent T. Larson reported a routine stock-based compensation grant. On January 2, 2026, he received 581 shares of common stock at a value of $64.54 per share, described as a first quarter 2026 stock grant under the company’s compensation rate schedule for non-employee directors. Following this grant, he directly holds 10,948 shares of NorthWestern Energy Group common stock.
NorthWestern Energy Group (NWE): Director equity grant reported. A director reported the acquisition of 640 shares on 11/04/2025, recorded as an A (acquired) transaction at a grant price of $58.61. The filing notes this was a fourth quarter 2025 stock grant under the non‑employee director compensation schedule, with shares issued as deferred share units on 11/03/2025.
Following the transaction, the reporting person beneficially owned 9,896 shares, held directly. The filing states these represent underlying deferred share units issuable after the reporting person’s termination of service and that the total includes shares acquired from dividend reinvestment.
NorthWestern Energy Group (NWE) director reported an equity grant. On 11/04/2025, the reporting person acquired 640 shares of common stock (deferred share units) at a grant price of $58.61.
The award reflects the company’s 2025 fourth‑quarter stock grant for non‑employee directors, with deferred share units issuable after service ends. Following the transaction, the reporting person beneficially owned 22,026 shares. The filing notes the grant price was set as of September 30, 2025, and shares were issued as deferred share units on November 3, 2025.