secwatch / observer

EVERSOURCE ENERGY — fact timeline

Source-grounded facts extracted from EVERSOURCE ENERGY's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

ES EVERSOURCE ENERGY JSON
Debt Financings

EVERSOURCE ENERGY incurred debt of $750,000,000 aggregate principal amount with The Bank of New York Mellon Trust Company, N.A. maturing Due 2056.

“Eversource Energy issued (i) $750,000,000 aggregate principal amount of its Junior Subordinated Notes, Series A, Due 2056”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $600,000,000 aggregate principal amount with BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, PNC Capital Markets LLC, RBC Capital Markets, LLC, and U.S. Bancorp Investments, Inc. at 4.45% maturing Due 2030.

“On October 17, 2025, Eversource Energy issued $600,000,000 aggregate principal amount of its 4.45% Senior Notes, Series HH, Due 2030”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $700,000,000 aggregate principal amount of its 5.85% Senior Notes, Series FF, Due 2031 and $700,000,000 aggregate princi with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., TD Securities (USA) LLC and U.S. Bancorp Investments, Inc. at 5.85% for the 2031 Notes and 5.95% for the 2034 Notes maturing 2031 for the 2031 Notes and 2034 for the 2034 Notes.

“On April 18, 2024, Eversource Energy issued (i) $700,000,000 aggregate principal amount of its 5.85% Senior Notes, Series FF, Due 2031 (the "2031 Notes") and (ii) $700,000,000 aggregate principal amount of its 5.95% Senior Notes, Series GG, Due 2034 (the "2034 Notes" and together with the 2031 Notes, the "Notes"), pursuant to an Underwriting Agreement, dated April 15, 2024, among Eversource Energy and Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., TD Securities (USA) LLC and U.S. Bancorp Investments, Inc., as representatives of the underwriters named therein (the "Underwriting Agreement").”
Material Agreements

EVERSOURCE ENERGY entered into Membership Interest Purchase Agreement with GIP IV Whale Fund Holdings, L.P. valued at $1.1 billion (effective 2024-02-13).

“On February 13, 2024, Eversource Energy (the “Company”) and Eversource Investment LLC, an indirect subsidiary of the Company (“Eversource Investment,” and together with the Company, “Eversource”), entered into a membership interest purchase agreement (the “Purchase Agreement”) with GIP IV Whale Fund Holdings, L.P., an entity managed by an affiliate of Global Infrastructure Management, LLC and its affiliates (“Buyer”).”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $650,000,000 aggregate principal amount with BofA Securities, Inc., BNY Mellon Capital Markets, LLC, Goldman Sachs & Co. LLC, Mizuho Securities USA LLC, TD Securities (USA) LLC and Wells Fargo Securities, LLC at 5.50% maturing Due 2034.

“(ii) $650,000,000 aggregate principal amount of its 5.50% Senior Notes, Series EE, Due 2034”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $350,000,000 aggregate principal amount with BofA Securities, Inc., BNY Mellon Capital Markets, LLC, Goldman Sachs & Co. LLC, Mizuho Securities USA LLC, TD Securities (USA) LLC and Wells Fargo Securities, LLC at 5.00% maturing Due 2027.

“On January 19, 2024, Eversource Energy issued (i) $350,000,000 aggregate principal amount of its 5.00% Senior Notes, Series DD, Due 2027”

Christine M. Carmody departed as Executive Vice President-Human Resources and Information Technology at EVERSOURCE ENERGY.

“Ms. Sgroi will succeed Christine M. Carmody, who is retiring as Executive Vice President-Human Resources and Information Technology, also effective January 8, 2024.”

Susan Sgroi was elected as Executive Vice President-Human Resources and Information Technology at EVERSOURCE ENERGY.

“the Board of Trustees of the Company elected Susan Sgroi as Executive Vice President-Human Resources and Information Technology of the Company, effective January 8, 2024.”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $800,000,000 aggregate principal amount at 5.95% maturing Due 2029.

“On November 10, 2023, Eversource Energy issued $800,000,000 aggregate principal amount of its 5.95% Senior Notes, Series CC, Due 2029”

James W. Hunt, III was appointed as Executive Vice President-Corporate Relations and Sustainability at EVERSOURCE ENERGY.

“Mr. Chodak will succeed James W. Hunt, III, currently the Company’s Executive Vice President and Chief Operating Officer (principal operating officer on an interim basis), who was re-elected by the Board of Trustees of the Company as Executive Vice President-Corporate Relations and Sustainability, also effective November 13, 2023.”

Paul Chodak III was elected as Executive Vice President and Chief Operating Officer at EVERSOURCE ENERGY.

“On September 18, 2023, Eversource Energy (the “Company”) announced that on September 14, 2023, the Board of Trustees of the Company elected Paul Chodak III as Executive Vice President and Chief Operating Officer (principal operating officer) of the Company, effective November 13, 2023.”

Daniel J. Nova was elected as Trustee at EVERSOURCE ENERGY.

“Daniel J. Nova was elected to serve as a Trustee, effective June 1, 2023.”
Restructurings & Charges

EVERSOURCE ENERGY announced a impairment with charges of $220 million to $280 million affecting offshore wind business (50% ownership interest in North East Offshore, LLC, including three contracted projects and uncommitted lease area).

“Eversource determined that an impairment charge is required to be recognized in the second quarter of 2023. The estimated range of the after-tax impairment charge is from $220 million to $280 million.”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $800,000,000 aggregate principal amount at 5.125% maturing Due 2033.

“On May 11, 2023, Eversource Energy issued $800,000,000 aggregate principal amount of its 5.125% Senior Notes, Series BB, Due 2033”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $450,000,000 aggregate principal amount at 4.75% maturing Due 2026.

“On May 11, 2023, Eversource Energy issued $450,000,000 aggregate principal amount of its 4.75% Senior Notes, Series AA, Due 2026”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $550,000,000 aggregate principal amount at 5.45% maturing Due 2028.

“On May 11, 2023, Eversource Energy issued an additional $550,000,000 aggregate principal amount of its 5.45% Senior Notes, Series Z, Due 2028”

James W. Hunt, III was appointed as Chief Operating Officer at EVERSOURCE ENERGY.

“Effective upon Mr. Schweiger’s resignation, James W. Hunt, III, the Company’s Executive Vice President-Corporate Relations and Sustainability and Secretary, will serve as Chief Operating Officer on an interim basis.”

Werner J. Schweiger departed as Executive Vice President and Chief Operating Officer at EVERSOURCE ENERGY.

“Eversource Energy (the “Company”) announced that Werner J. Schweiger, the Company’s Executive Vice President and Chief Operating Officer, advised the Company of his intention to retire effective July 1, 2023.”
Debt Financings

EVERSOURCE ENERGY incurred senior notes of $750,000,000 at 5.45% maturing Due 2028.

“On March 6, 2023, Eversource Energy issued $750,000,000 aggregate principal amount of its 5.45% Senior Notes, Series Z, Due 2028 (the “Notes”), pursuant to an Underwriting Agreement, dated March 1, 2023, among Eversource Energy and BofA Securities, Inc., J.P. Morgan Securities LLC, Mizuho Securities USA LLC, Morgan Stanley & Co. LLC, U.S. Bancorp Investments, Inc. and Wells Fargo Securities, LLC, as representatives of the underwriters named therein”

Loretta D. Keane was elected as Trustee at EVERSOURCE ENERGY.

“On December 6, 2022, at a meeting of the Board of Trustees (the “Board”) of Eversource Energy (the “Company”), the Board elected Loretta D. Keane to serve as a Trustee, effective January 1, 2023.”

John M. Moreira was appointed as Interim principal accounting officer at EVERSOURCE ENERGY.

“The Board appointed John M. Moreira, currently Executive Vice President, Chief Financial Officer and Treasurer of the Company, to serve as the principal accounting officer on an interim basis.”

Joseph R. Nolan, Jr. was appointed as Chairman of the Board at EVERSOURCE ENERGY.

“The Board elected Joseph R. Nolan, Jr., President and Chief Executive Officer and a Trustee, as Chairman of the Board of Trustees and also appointed Mr. Nolan as Chair of the Executive Committee of the Board, effective as of December 31, 2022.”

James J. Judge departed as Executive Chairman at EVERSOURCE ENERGY.

“James J. Judge, Executive Chairman of the Board of Trustees, will retire as Executive Chairman of the Board and as a Trustee, effective as of December 31, 2022.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.