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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Via Renewables, Inc. (VIA)

NasdaqGS - NasdaqGS Delayed price. Currency in USD

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10.90

+0.04

(+0.37%)

At close: 04:00PM EDT

Major holders

Insider roster

Insider transactions

Currency in USD

Insider purchases - Last 6 months	Shares	Trans
Purchases	0	0
Sales	N/A	0
Net shares purchased (sold)	0	0
Total insider shares held	776.59k	N/A
% net shares purchased (sold)	N/A	N/A

Net institutional purchases - Prior quarter to latest quarter	Shares
Net shares purchased (sold)	N/A
% change in institutional shares held	N/A

Insider transactions reported - last two years

Insider	Transaction	Type	Value	Date	Shares
MAXWELL W KEITH III Chief Executive Officer	Stock Gift at price 0.00 per share.	Direct	0	09 Jun 2023	900
MAXWELL W KEITH III Chief Executive Officer	Stock Gift at price 0.00 per share.	Direct	0	31 May 2023	6,150
HARTWICK KENNETH MICHAEL Director		Direct		18 May 2023	3,297
MAXWELL W KEITH III Chief Executive Officer		Direct		18 May 2023	36,768
BUSH AMANDA Director		Direct		18 May 2023	1,455
CLAY BARBARA ANN General Counsel		Direct		18 May 2023	1,716
BARAJAS MIKE Chief Financial Officer		Direct		18 May 2023	4,570
KONIKOWSKI PAUL Chief Operating Officer		Direct		18 May 2023	2,291
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 7.07 per share.	Direct	14,130	14 Nov 2022	2,000
MAXWELL W KEITH III Chief Executive Officer		Direct		14 Jun 2022	6,500
HARTWICK KENNETH MICHAEL Director		Direct		20 May 2022	3,700
MAXWELL W KEITH III Chief Executive Officer		Direct		18 May 2022	165,986
BUSH AMANDA Director		Direct		18 May 2022	8,361
CLAY BARBARA ANN General Counsel		Direct		18 May 2022	15,232
BARAJAS MIKE Chief Financial Officer		Direct		18 May 2022	5,114
KONIKOWSKI PAUL Chief Operating Officer		Direct		18 May 2022	2,582
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 8.06 per share.	Direct	32,230	23 Mar 2022	4,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 9.25 per share.	Direct	9,250	14 Mar 2022	1,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 9.82 - 10.62 per share.	Direct	45,641	11 Mar 2022	4,600
EVANS NICK W JR Director		Direct		16 Dec 2021	1,818
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.94 - 12.02 per share.	Direct	4,792	22 Nov 2021	400
CLAY BARBARA ANN General Counsel	Sale at price 11.87 per share.	Direct	83,090	08 Nov 2021	7,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.15 - 11.56 per share.	Direct	217,087	29 Sept 2021	21,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.25 per share.	Direct	11,275	22 Sept 2021	1,100
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 9.83 - 9.84 per share.	Direct	53,121	21 Sept 2021	5,400
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.11 - 10.15 per share.	Direct	91,310	16 Sept 2021	9,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.01 per share.	Direct	110,110	14 Sept 2021	11,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.23 - 11.25 per share.	Direct	112,298	31 Aug 2021	10,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.44 per share.	Direct	45,760	27 Aug 2021	4,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.09 - 11.23 per share.	Direct	72,570	13 Aug 2021	6,500
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.38 per share.	Direct	45,520	10 Aug 2021	4,000
MAXWELL W KEITH III Chief Executive Officer		Direct		01 Jul 2021	800,000
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 11.07 - 11.36 per share.	Direct	49,468	30 Jun 2021	4,419
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.84 - 10.88 per share.	Direct	202,049	25 Jun 2021	18,581
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 10.92 per share.	Direct	5,034	27 May 2021	461
MAXWELL W KEITH III Chief Executive Officer		Direct		18 May 2021	52,521
BUSH AMANDA Director		Direct		18 May 2021	8,791
JONES JAMES G II Chief Financial Officer		Direct		18 May 2021	16,112
CLAY BARBARA ANN General Counsel		Direct		18 May 2021	14,261
CLAY BARBARA ANN General Counsel		Direct		18 May 2021	14,261
JONES JAMES G II Chief Financial Officer	Sale at price 10.06 per share.	Direct	70,455	27 Nov 2020	7,000
EVANS NICK W JR Director	Sale at price 9.02 per share.	Indirect	231,489	10 Nov 2020	25,664
JONES JAMES G II Chief Financial Officer	Sale at price 9.23 - 9.27 per share.	Direct	138,656	10 Nov 2020	15,000
EVANS NICK W JR Director		Direct		18 May 2020	9,472
HARTWICK KENNETH MICHAEL Director		Direct		18 May 2020	9,472
BUSH AMANDA Director		Direct		18 May 2020	5,284
JONES JAMES G II Chief Financial Officer		Direct		18 May 2020	15,535
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 6.28 per share.	Direct	2,713	19 Mar 2020	432
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 5.28 per share.	Direct	18,839	18 Mar 2020	3,568
MAXWELL W KEITH III Chief Executive Officer	Purchase at price 7.78 per share.	Direct	46,680	13 Mar 2020	6,000
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.80 per share.	Direct	80,556	28 Aug 2019	8,220
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.78 per share.	Direct	24,450	27 Aug 2019	2,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.14 - 10.75 per share.	Direct	354,977	26 Aug 2019	34,726
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.38 per share.	Direct	8,678	15 Aug 2019	836
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.31 per share.	Direct	2,062	14 Aug 2019	200
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.48 per share.	Direct	26,200	13 Aug 2019	2,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.38 per share.	Direct	61,242	12 Aug 2019	5,900
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.66 per share.	Direct	66,124	26 Jun 2019	6,203
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.67 - 11.23 per share.	Direct	170,564	25 Jun 2019	15,700
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.94 - 11.22 per share.	Direct	31,725	19 Jun 2019	2,850
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.96 per share.	Direct	13,799	13 Jun 2019	1,259
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 11.00 per share.	Direct	76,450	12 Jun 2019	6,950
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.25 per share.	Direct	120,950	11 Jun 2019	11,800
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.21 - 10.33 per share.	Direct	22,606	10 Jun 2019	2,200
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.16 per share.	Direct	143,561	06 Jun 2019	14,130
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.11 per share.	Direct	109,520	05 Jun 2019	10,835
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.93 - 9.94 per share.	Direct	72,973	04 Jun 2019	7,348
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.90 per share.	Direct	35,640	31 May 2019	3,600
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.99 per share.	Direct	156,853	30 May 2019	15,701
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.21 per share.	Direct	181,228	29 May 2019	17,750
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.51 per share.	Direct	112,457	28 May 2019	10,700
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.57 per share.	Direct	17,969	24 May 2019	1,700
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.59 per share.	Direct	60,342	23 May 2019	5,698
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.55 per share.	Direct	316,606	22 May 2019	30,010
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.58 per share.	Direct	100,637	21 May 2019	9,512
EVANS NICK W JR Director		Direct		17 May 2019	4,242
HARTWICK KENNETH MICHAEL Director		Direct		17 May 2019	4,242
LANE ROBERT LAWRENCE Former		Direct		17 May 2019	15,241
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 10.18 per share.	Direct	76,106	17 May 2019	7,476
KROEKER NATHAN GENEVIEVE Chief Executive Officer		Direct		17 May 2019	96,301
JONES JAMES G II Director		Direct		17 May 2019	4,242
GARRETT JASON K Officer		Direct		17 May 2019	57,253
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.89 per share.	Direct	94,964	16 May 2019	9,602
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.83 per share.	Direct	219,858	15 May 2019	22,366
KROEKER NATHAN GENEVIEVE Chief Executive Officer	Sale at price 9.90 per share.	Direct	49,500	22 Feb 2019	5,000
MELMAN GIL Former		Direct		01 Jan 2019	103,930
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.72 per share.	Direct	261,844	07 Dec 2018	30,028
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.65 per share.	Direct	252,684	06 Dec 2018	29,212
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.27 per share.	Direct	10,751	21 Nov 2018	1,300
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.17 per share.	Direct	13,072	20 Nov 2018	1,600
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.16 per share.	Direct	12,242	20 Nov 2018	1,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.43 per share.	Direct	40,464	16 Nov 2018	4,800
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.54 per share.	Direct	29,899	15 Nov 2018	3,501
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.99 per share.	Direct	27,644	14 Nov 2018	3,075
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.29 per share.	Direct	68,802	13 Nov 2018	7,406
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.19 per share.	Direct	62,547	12 Nov 2018	6,806
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 9.15 - 9.20 per share.	Direct	271,639	09 Nov 2018	29,601
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security		Indirect		08 Nov 2018	685,126
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.48 - 9.17 per share.	Direct	866,069	07 Nov 2018	97,380
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.20 per share.	Direct	20,500	01 Oct 2018	2,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.19 - 8.20 per share.	Direct	1,015,497	28 Sept 2018	123,904
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.10 per share.	Direct	305,321	26 Sept 2018	37,694
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 7.95 - 8.28 per share.	Direct	211,968	25 Sept 2018	25,917
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.27 per share.	Direct	95,254	20 Sept 2018	11,518
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.25 per share.	Direct	41,250	19 Sept 2018	5,000
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.29 - 11.51 per share.	Direct	69,773	17 Sept 2018	8,300
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 8.00 per share.	Direct	40,000	11 Sept 2018	5,000
JONES JAMES G II Director	Purchase at price 8.00 per share.	Direct	8,000	11 Sept 2018	1,000
MELMAN GIL General Counsel	Sale at price 8.75 per share.	Direct	138,792	21 Aug 2018	15,862
GARRETT JASON K Officer	Sale at price 8.75 per share.	Direct	175,000	09 Aug 2018	20,000
MELMAN GIL General Counsel	Sale at price 8.78 per share.	Direct	284,253	07 Aug 2018	32,361
EVANS NICK W JR Director	Purchase at price 10.23 - 22.18 per share.	Indirect	66,876	14 Jun 2018	4,837
EVANS NICK W JR Director		Direct		18 May 2018	15,764
HARTWICK KENNETH MICHAEL Director		Direct		18 May 2018	15,764
LANE ROBERT LAWRENCE Chief Financial Officer		Direct		18 May 2018	14,126
KROEKER NATHAN GENEVIEVE Chief Executive Officer		Direct		18 May 2018	41,371
MELMAN GIL General Counsel		Direct		18 May 2018	20,540
JONES JAMES G II Director		Direct		18 May 2018	10,247
GARRETT JASON K Officer		Direct		18 May 2018	23,599
KROEKER NATHAN GENEVIEVE Chief Executive Officer		Direct		04 May 2018	31,454
MELMAN GIL General Counsel		Direct		04 May 2018	12,582
MELMAN GIL General Counsel	Sale at price 12.24 per share.	Direct	48,960	02 Jan 2018	4,000
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 11.90 per share.	Direct	265,965	21 Dec 2017	22,350
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 11.89 - 12.16 per share.	Direct	458,046	21 Dec 2017	38,200
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 11.88 per share.	Direct	85,536	19 Dec 2017	7,200
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.16 per share.	Direct	104,576	15 Dec 2017	8,600
JONES JAMES G II Director	Purchase at price 12.04 per share.	Direct	18,054	15 Dec 2017	1,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.68 per share.	Direct	71,008	14 Dec 2017	5,600
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 13.07 - 13.71 per share.	Indirect	304,922	13 Dec 2017	22,850
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 13.55 per share.	Direct	31,165	08 Dec 2017	2,300
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 13.49 per share.	Direct	49,576	07 Dec 2017	3,675
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 13.42 per share.	Direct	194,590	06 Dec 2017	14,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 13.11 per share.	Direct	167,598	05 Dec 2017	12,784
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.83 - 13.51 per share.	Direct	130,426	04 Dec 2017	9,800
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.39 per share.	Direct	72,035	30 Nov 2017	5,814
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.39 per share.	Direct	80,708	30 Nov 2017	6,514
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 12.61 per share.	Direct	51,701	29 Nov 2017	4,100
LANE ROBERT LAWRENCE Chief Financial Officer	Purchase at price 11.80 per share.	Direct	11,800	07 Nov 2017	1,000
MELMAN GIL General Counsel	Sale at price 15.89 per share.	Direct	63,565	21 Sept 2017	4,000
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 16.72 per share.	Direct	789,184	15 Sept 2017	47,200
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 16.37 per share.	Direct	186,618	14 Sept 2017	11,400
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 15.91 per share.	Direct	71,595	13 Sept 2017	4,500
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 15.76 per share.	Direct	345,144	12 Sept 2017	21,900
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 15.52 per share.	Direct	472,429	11 Sept 2017	30,440
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 15.52 per share.	Direct	478,016	11 Sept 2017	30,800
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Purchase at price 15.26 per share.	Direct	729,108	08 Sept 2017	47,779
JONES JAMES G II Director	Purchase at price 16.37 - 16.40 per share.	Direct	16,385	29 Aug 2017	1,000
MELMAN GIL General Counsel	Sale at price 17.20 per share.	Direct	51,600	09 Aug 2017	3,000
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Sale at price 21.11 - 21.17 per share.	Indirect	469,227	28 Jul 2017	22,218
MAXWELL W KEITH III Director and Beneficial Owner of more than 10% of a Class of Security	Sale at price 21.01 - 21.39 per share.	Direct	1,197,362	20 Jul 2017	56,400

NIKKEI 22537,636.75-823.33(-2.14%)

HANG SENG17,262.17+60.90(+0.35%)

CRUDE OIL82.93+0.12(+0.14%)

GOLD FUTURES2,329.20-9.20(-0.39%)

DOW38,460.92-42.77(-0.11%)

Bitcoin GBP51,403.35-2,144.25(-4.00%)

The five essential pieces of financial paperwork you must never lose

Via Renewables, Inc. (VIA)

Insider transactions

Insider transactions reported - last two years

NIKKEI 225
37,636.75
-823.33(-2.14%)

HANG SENG
17,262.17
+60.90(+0.35%)

CRUDE OIL
82.93
+0.12(+0.14%)

GOLD FUTURES
2,329.20
-9.20(-0.39%)

DOW
38,460.92
-42.77(-0.11%)

Bitcoin GBP
51,403.35
-2,144.25(-4.00%)