Insider Trading March 9, 2026

Northwest Natural VP Sells Small Parcel of Stock; Larger Transfer Used to Cover RSU Tax Withholding

Dispositions on March 5, 2026 coincide with shares trading near their 52-week high as company posts mixed Q4 2025 results and maintains modest growth outlook

By Marcus Reed NWN
Northwest Natural VP Sells Small Parcel of Stock; Larger Transfer Used to Cover RSU Tax Withholding
NWN

Zachary D. Kravitz, Northwest Natural Holding Co's vice president of regulatory affairs and resource planning, reported two separate stock transactions on March 5, 2026: a small open-market sale and a larger transfer to cover tax withholding related to vesting equity. The trades occurred while Northwest Natural's shares were trading close to their 52-week high and after the utility released fourth-quarter 2025 results that matched EPS expectations but missed revenue estimates. Analysts have adjusted their view of the stock, raising a price target while keeping a Buy rating.

Key Points

  • Zachary D. Kravitz sold 1.0562 shares of NWN at $52.53 on March 5, 2026, for a reported total of $55 and transferred 1,144 shares at the same price to cover withholding taxes, valued at $60,094.
  • Shares were trading near a 52-week high of $53.66 at the time; NWN has returned 29% over the past six months and offers a 3.77% dividend yield after 55 consecutive years of dividend increases.
  • Northwest Natural's Q4 2025 results matched EPS expectations of $1.39 but missed revenue forecasts, reporting $394.16 million versus an expected $432.5 million; Stifel raised its price target to $58 from $52 and kept a Buy rating.

Zachary D. Kravitz, who serves as vice president of regulatory affairs and resource planning at Northwest Natural Holding Co (NYSE:NWN), reported two equity transactions on March 5, 2026, according to a Form 4 filed with the Securities and Exchange Commission.

One filing shows Kravitz sold 1.0562 shares of Northwest Natural common stock at a price of $52.53 per share, producing a reported total value of $55. On the same date, he transferred 1,144 shares to satisfy withholding taxes arising from the vesting of restricted stock units and performance shares; those 1,144 shares were transacted at the same $52.53 price for a reported aggregate value of $60,094.

The trades took place while Northwest Natural shares were trading near a 52-week high of $53.66, reflecting recent price strength for the utility. Data referenced in the filing notes a 29% return for NWN over the prior six months and a dividend yield of 3.77%. The company has raised its dividend for 55 consecutive years, per the same data.


After these actions, Kravitz's direct holdings in Northwest Natural total 2,738 shares. He also holds indirect interests through two company-sponsored plans: 861.6270 shares via the Northwest Natural Gas Company Deferred Compensation Plan and 385.6430 shares via the Northwest Natural Retirement K Savings Plan, as reported in the filing.


The insider activity comes in the wake of Northwest Natural Gas reporting its fourth-quarter 2025 results, where reported earnings per share of $1.39 matched analysts' expectations. Revenue for the quarter totaled $394.16 million, however, falling short of the $432.5 million estimate. Despite the revenue shortfall, the company is projecting 4.1% year-over-year earnings per share growth for 2026.

Reflecting these mixed results and the outlook, Stifel revised its price target for Northwest Natural to $58 from $52 and maintained a Buy rating on the shares. The analyst update was noted alongside the company results and the insider disclosure.


These filings disclose the mechanics and reported dollar amounts of Kravitz's March 5, 2026 transactions and list his direct and indirect holdings following the trades. The documents do not attach further commentary about the motives behind the sales or transfers beyond the stated purpose of covering withholding taxes for vested equity.

Risks

  • Revenue shortfall risk - The company reported quarterly revenue below analysts' expectations, which may affect near-term top-line performance and market reaction (impacts utilities and investor sentiment).
  • Concentration of insider-held equity - While specific motives are not stated, the presence of transfers to cover tax withholding highlights reliance on equity compensation, which can affect insider ownership profiles (impacts corporate governance and investor perception).

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