Welcome to our dedicated page for NorthWestern Energy Group SEC filings (Ticker: NWE), 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.
NorthWestern Energy Group, Inc.'s SEC filings document the formal disclosures of a regulated electric and natural gas utility with operations in Montana, South Dakota, Nebraska, and Yellowstone National Park. The record includes 8-K reports on operating results, Regulation FD presentations, material agreements, capital-structure actions, and annual meeting voting results.
Proxy and governance filings cover director elections, auditor ratification, executive compensation votes, board matters, and shareholder voting mechanics. Debt-related disclosures include NorthWestern Corporation financing arrangements, including Montana First Mortgage Bonds, indenture terms, secured-debt ranking, and intended uses of proceeds. The filings also address utility business risks, financial condition, and corporate governance for the public parent company.
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 discusses its planned merger with Black Hills Corporation, highlighting that the combined regulated utility would serve about 2.1 million customers across eight contiguous states, including Arkansas, Colorado, Iowa, Kansas, Montana, Nebraska, South Dakota and Wyoming. NorthWestern currently serves about 842,000 electric and natural gas customers, including 414,000 electric and 247,000 natural gas customers in Montana.
NorthWestern emphasizes that local service, walk-in centers and field crews are expected to remain in place and that Montana operations will continue to be regulated by the Montana Public Service Commission. The merger is presented as a way to gain economies of scale, cost efficiencies and more resources to meet changing energy demands, while keeping day-to-day customer experience largely unchanged.
Completion of the merger is targeted by the end of 2026 and is subject to approvals from state regulators in Montana, South Dakota and Nebraska, as well as federal approval from FERC. Black Hills plans to file a Form S-4 registration statement, including a joint proxy statement/prospectus, and investors are encouraged to review those SEC filings when available before making any voting or investment decisions.
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.