{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T13:57:54.823182+00:00","company":{"ticker":"NWE","cik":1993004,"company_name":"NorthWestern Energy Group, Inc."},"pagination":{"limit":100,"returned":10,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"debt_financing","fact_key":"143a24ac5ad6a20fce918bf09f42c75a2a093ba8","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2026-06-02T11:22:44+00:00","payload":{"counterparty":"The Bank of New York Mellon and Dimple Gandhi, as trustees","effective_date":"2026-05-27","event":"incurrence","instrument_type":"mortgage","interest_rate_text":"variable rates equal to the interest rate applicable to the Term Loan","item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$225 million"},"claim":"NorthWestern Energy Group, Inc. incurred mortgage of $225 million with The Bank of New York Mellon and Dimple Gandhi, as trustees at variable rates equal to the interest rate applicable to the Term Loan.","evidence_excerpt":"NW Corp's obligations under the Term Loan are secured by a $225 million first mortgage bond","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-26-000044","anchor_url":"https://secwatch.observer/filing/0001993004-26-000044#claim-143a24ac5ad6a20fce918bf09f42c75a2a093ba8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300426000044/0001993004-26-000044-index.htm"},{"fact_type":"debt_financing","fact_key":"68aca9ffb6941eda17e80e8ba3b07d5f03093407","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2026-06-02T11:22:44+00:00","payload":{"counterparty":"Bank of America, N.A., as administrative agent","effective_date":"2026-05-27","event":"incurrence","instrument_type":"term_loan","interest_rate_text":"SOFR plus an applicable margin","item_codes_triggered":["2.03"],"maturity_text":"November 26, 2027","principal_text":"$225 million"},"claim":"NorthWestern Energy Group, Inc. incurred term loan of $225 million with Bank of America, N.A., as administrative agent at SOFR plus an applicable margin maturing November 26, 2027.","evidence_excerpt":"ay 27, 2026, NorthWestern Corporation (\" NW Corp \"), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), entered into a $225 million secured term loan credit agreement (the “ Term Loan ”) with Bank of America, N.A., as administrative agent (the \" Administrative Agent \"), and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-26-000044","anchor_url":"https://secwatch.observer/filing/0001993004-26-000044#claim-68aca9ffb6941eda17e80e8ba3b07d5f03093407","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300426000044/0001993004-26-000044-index.htm"},{"fact_type":"material_agreement","fact_key":"5a45900fc804adba500d7c0c7d986b03d5993ea7","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2026-06-02T11:22:44+00:00","payload":{"action":"entry","agreement_name":"Term Loan","agreement_type":"credit_facility","counterparty":"Bank of America, N.A., as administrative agent, and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S. Bank National Association, as joint lead arrangers and bookrunners","effective_date":"2026-05-27","item_codes_triggered":["1.01"],"value_text":"$225 million"},"claim":"NorthWestern Energy Group, Inc. entered into Term Loan with Bank of America, N.A., as administrative agent, and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S. Bank National Association, as joint lead arrangers and bookrunners valued at $225 million (effective 2026-05-27).","evidence_excerpt":"On May 27, 2026, NorthWestern Corporation (\" NW Corp \"), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), entered into a $225 million secured term loan credit agreement (the “ Term Loan ”) with Bank of America, N.A., as administrative agent (the \" Administrative Agent \"), and BOFA Securities, Inc., BMO Bank N.A., Keybank National Association, and U.S. Bank National Association, as joint lead arrangers and bookrunners.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-26-000044","anchor_url":"https://secwatch.observer/filing/0001993004-26-000044#claim-5a45900fc804adba500d7c0c7d986b03d5993ea7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300426000044/0001993004-26-000044-index.htm"},{"fact_type":"earnings_release","fact_key":"18238ce2240fecde8822cee73b1e3c1556f49796","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2026-04-30T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"the quarter ended March 31, 2026","report_date":"2026-04-29","result_type":"reported_results","revenue_text":null},"claim":"NorthWestern Energy Group, Inc. updated its the quarter ended March 31, 2026 guidance (reaffirmed).","evidence_excerpt":"NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”), issued a press release (the “ Press Release ”) discussing financial results for the quarter ended March 31, 2026, and affirming earnings guidance for 2026 in the range of $3.68 to $3.83 per diluted share.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-26-000031","anchor_url":"https://secwatch.observer/filing/0001993004-26-000031#claim-18238ce2240fecde8822cee73b1e3c1556f49796","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300426000031/0001993004-26-000031-index.htm"},{"fact_type":"debt_financing","fact_key":"d7ae2c4fadd700ee505231bf6d53c207cc9c991c","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2025-11-13T23:59:59+00:00","payload":{"counterparty":"The Bank of New York Mellon and Dimple Gandhi, as trustees","effective_date":"2025-11-07","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"5.073% per year","item_codes_triggered":["2.03"],"maturity_text":"March 21, 2030","principal_text":"$100 million"},"claim":"NorthWestern Energy Group, Inc. incurred senior notes of $100 million with The Bank of New York Mellon and Dimple Gandhi, as trustees at 5.073% per year maturing March 21, 2030.","evidence_excerpt":"On November 7, 2025, NorthWestern Corporation (\" NW Corp \"), a wholly owned subsidiary of NorthWestern Energy Group, Inc., d/b/a NorthWestern Energy (Nasdaq: NWE) (“ NWE Group ”), reopened its March 2025 issuance of NW Corp's Montana First Mortgage Bonds (“ 2030 Notes ”) and issued and sold an additional $100 million principal amount of such bonds (the \" Additional MT Bonds \").","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-25-000196","anchor_url":"https://secwatch.observer/filing/0001993004-25-000196#claim-d7ae2c4fadd700ee505231bf6d53c207cc9c991c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300425000196/0001993004-25-000196-index.htm"},{"fact_type":"debt_financing","fact_key":"621db1fbf46afcab8e2b1ec3792e1b4ab74389a0","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2025-10-03T23:59:59+00:00","payload":{"counterparty":"U.S. Bank National Association","effective_date":"2025-09-29","event":"incurrence","instrument_type":"term_loan","interest_rate_text":"Secured Overnight Financing Rate (SOFR) plus an applicable margin","item_codes_triggered":["2.03"],"maturity_text":"April 10, 2026","principal_text":"$150 million"},"claim":"NorthWestern Energy Group, Inc. incurred term loan of $150 million with U.S. Bank National Association at Secured Overnight Financing Rate (SOFR) plus an applicable margin maturing April 10, 2026.","evidence_excerpt":"the Company entered into Amendment No. 3 to Term Loan Credit Agreement and Lender Joinder Agreement, pursuant to which the total commitment under the Term Loan increased to $150 million, Mizuho Bank, Ltd. was added as a lender, and U.S. Bank was appointed the administrative agent (in addition to its lender role). The Company has borrowed $150 million under the Term Loan","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-25-000174","anchor_url":"https://secwatch.observer/filing/0001993004-25-000174#claim-621db1fbf46afcab8e2b1ec3792e1b4ab74389a0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300425000174/0001993004-25-000174-index.htm"},{"fact_type":"governance_change","fact_key":"6d978fb3e5bf669c55321c503a5cf2e52da24a0d","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2025-08-19T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2025-08-18","item_codes_triggered":["5.03"],"summary_text":"Added new exclusive forum provision (Section 7.7) designating Delaware courts for certain legal actions"},"claim":"NorthWestern Energy Group, Inc.: Added new exclusive forum provision (Section 7.7) designating Delaware courts for certain legal actions (effective 2025-08-18).","evidence_excerpt":"adds a new Section 7.7, which designates the Court of Chancery of the State of Delaware (or, if the Court of Chancery of the State of Delaware does not have jurisdiction, the Superior Court of the State of Delaware or, if such court does not have jurisdiction, the federal district court for the District of Delaware) as the sole and exclusive forum for certain specified legal actions involving NorthWestern","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-25-000143","anchor_url":"https://secwatch.observer/filing/0001993004-25-000143#claim-6d978fb3e5bf669c55321c503a5cf2e52da24a0d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300425000143/0001993004-25-000143-index.htm"},{"fact_type":"executive_change","fact_key":"b01e46f7b1","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2024-11-21T23:59:59+00:00","payload":{"action":"elected","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-12-01","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"David L. Goodin was elected as Director at NorthWestern Energy Group, Inc..","evidence_excerpt":"On November 20, 2024, the Board of Directors of NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) ( NorthWestern ), elected David L. Goodin to the Board, with a term commencing December 1, 2024, and expiring at the Company's next Annual Meeting of Stockholders scheduled for April 30, 2024, at which time Mr. Goodin is expected to be nominated for approval by the Company's stockholders.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001993004-24-000110","anchor_url":"https://secwatch.observer/filing/0001993004-24-000110#claim-b01e46f7b1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300424000110/0001993004-24-000110-index.htm"},{"fact_type":"executive_change","fact_key":"7c5b32663e","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2024-08-09T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2024-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Anthony Clark resigned as Director at NorthWestern Energy Group, Inc..","evidence_excerpt":"On August 7, 2024, Anthony Clark notified NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) (the “ Company ”) of his intent to resign as a member of the Company's Board of Directors (the “ Board ”) effective December 31, 2024.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001993004-24-000081","anchor_url":"https://secwatch.observer/filing/0001993004-24-000081#claim-7c5b32663e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300424000081/0001993004-24-000081-index.htm"},{"fact_type":"earnings_release","fact_key":"2402d9d6250d496c4a76b03890609c1126ea9591","cik":1993004,"ticker":"NWE","company_name":"NorthWestern Energy Group, Inc.","filed_at":"2024-04-26T23:59:59+00:00","payload":{"eps_text":"$1.06 per diluted share","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$65.1 million","period_text":"the three months ended March 31, 2024","report_date":"2024-04-25","result_type":"reported_results","revenue_text":null},"claim":"NorthWestern Energy Group, Inc. reported the three months ended March 31, 2024 results: net income $65.1 million, EPS $1.06 per diluted share. Guidance reaffirmed.","evidence_excerpt":"NorthWestern Energy Group, Inc. d/b/a NorthWestern Energy (Nasdaq: NWE) reported financial results for the three months ended March 31, 2024. Net income for the period was $65.1 million, or $1.06 per diluted share, as compared with net income of $62.5 million, or $1.05 per diluted share, for the same period in 2023.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001993004-24-000037","anchor_url":"https://secwatch.observer/filing/0001993004-24-000037#claim-2402d9d6250d496c4a76b03890609c1126ea9591","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1993004/000199300424000037/0001993004-24-000037-index.htm"}]}