EVERSOURCE ENERGY (ES) · Insider Trading (Form 4) SEC Filing
Statement of Changes in Beneficial Ownership
Transaction Details
Footnotes ▸
This transaction represents a bona fide gift of shares by the Reporting Person to an irrevocable trust established for estate planning purposes for the benefit of the Reporting Person's adult children. The trust is administered by two independent trustees, and the Reporting Person does not retain the power to revoke the trust or to vote or dispose of the securities held by the trust. Accordingly, following the transfer, the Reporting Person does not retain beneficial ownership of the shares for purposes of Section 16. | Includes restricted share units and dividend equivalents thereon.
Footnotes ▸
Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. | Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. | Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. | Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11. | Reporting Person's deferred compensation under the Eversource Deferred Compensation Plan, a non-qualified plan, that is nominally invested as common shares. Each phantom share represents the right to receive one common share upon a distribution event, following vesting. Additional phantom shares are issued upon the automatic reinvestment of dividend-equivalents and are exempt from the line item reporting under SEC rule 16a-11.
Footnotes ▸
Shares held in trust under the Eversource 401k Plan a qualified plan, as of March 5, 2026, according to information supplied by the Plan's record keeper.
Post-Transaction Holdings
| Security | Shares | Change |
|---|---|---|
| Common Shares, $5.00 par value | 101.72K | -94.98K (-48.29%) |
| Phantom Shares | 73.71K | - |