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H2O AMERICA

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4308
SEC CIK
0000766829
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515

Last 12 months

Inside the activity.

6 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202620
May 202611
Jun 202600
Jul 202631
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 22, 2025 Filed Aug 26, 2025 12:57 UTC
Hauk Bruce APresident and COO
Tax withholdingCommon Stock 116 $50.98 $5,913.68
Disclosure

SEC source: 0000766829-25-000090 · wk-form4_1756213034.xml · nonDerivative · entry 1

Hauk Bruce A · CIK 0001805479 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,773

F1 · shares: Represents 116 shares of the Issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on August 22, 2025 pursuant to the terms of the August 22, 2022 Restricted Stock Unit Issuance Agreement between the reporting person and the Issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents (i) 5,548 shares of Common Stock and (ii) 8,225 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

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July 30, 2025 Filed Jul 31, 2025 22:47 UTC
Mattern MeganCAO, PAO and Controller
GrantCommon Stock 10,263 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000084 · wk-form4_1754002019.xml · nonDerivative · entry 2

Mattern Megan · CIK 0002079031 · CAO, PAO and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,619

F1 · shares: Represents shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

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July 30, 2025 Filed Jul 31, 2025 22:47 UTC
Mattern MeganCAO, PAO and Controller
GrantCommon Stock 2,356 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000084 · wk-form4_1754002019.xml · nonDerivative · entry 1

Mattern Megan · CIK 0002079031 · CAO, PAO and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,356

F1 · shares: Represents shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

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July 01, 2025 Filed Jul 3, 2025 20:02 UTC
Kelly Ann PCFO and Treasurer
GrantCommon Stock 952 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000068 · wk-form4_1751572962.xml · nonDerivative · entry 1

Kelly Ann P · CIK 0001735307 · CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,138

F1 · shares: Represents 952 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 9,138 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

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July 01, 2025 Filed Jul 3, 2025 20:12 UTC
Walters Andrew FDirector · Chief Executive Officer
GrantCommon Stock 3,580 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000071 · wk-form4_1751573530.xml · nonDerivative · entry 1

Walters Andrew F · CIK 0001598003 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,292

F1 · shares: Represents 3,580 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 17,410 shares of Common Stock and 8,882 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

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July 01, 2025 Filed Jul 3, 2025 20:54 UTC
Johnson A KristenChief Administrative Officer
GrantCommon Stck · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000073 · wk-form4_1751576036.xml · derivative · entry 2

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,566

Underlying: Common Stock · 0 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents 17,566 shares subject to deferred stock units ("DSUs") granted to the Reporting Person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F3 · derivative.exercise_date: Represents 17,566 shares subject to deferred stock units ("DSUs") granted to the Reporting Person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F3 · derivative.expiration_date: Represents 17,566 shares subject to deferred stock units ("DSUs") granted to the Reporting Person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

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July 01, 2025 Filed Jul 3, 2025 20:54 UTC
Johnson A KristenChief Administrative Officer
GrantCommon Stock 2,037 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000073 · wk-form4_1751576036.xml · nonDerivative · entry 1

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,134

F1 · shares: Represents 2,037 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in two annual successive installments upon the completion of the reporting person's each year of service with the issuer for the two-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 7,109 shares of the Common Stock and 6,025 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

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July 01, 2025 Filed Jul 3, 2025 20:04 UTC
Hauk Bruce APresident and COO
GrantCommon Stock 2,076 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000069 · wk-form4_1751573051.xml · nonDerivative · entry 1

Hauk Bruce A · CIK 0001805479 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,889

F1 · shares: Represents 2,076 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in two annual successive installments upon the completion of the reporting person's each year of service with the issuer for the two-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 5,188 shares of the Common Stock and 8,701 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

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June 02, 2025 Filed Jun 4, 2025 21:07 UTC
Patla Craig JPresident of CTWS
GrantCommon Stck · Derivative 31 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000060 · wk-form4_1749071231.xml · derivative · entry 2

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,916

Underlying: Common Stock · 31 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents 31 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · shares: Represents 31 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · derivative.exercise_date: Represents 31 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · derivative.expiration_date: Represents 31 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:05 UTC
Johnson A KristenChief Administrative Officer
GrantCommon Stck · Derivative 141 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000058 · wk-form4_1749071129.xml · derivative · entry 2

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,566

Underlying: Common Stock · 141 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents 141 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · shares: Represents 141 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · derivative.exercise_date: Represents 141 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F2 · derivative.expiration_date: Represents 141 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

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May 14, 2025 Filed May 15, 2025 22:38 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001184069-25-000005 · wk-form4_1747348732.xml · nonDerivative · entry 1

KRUGER DENISE L · CIK 0001184069 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,976

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 2,780 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

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May 14, 2025 Filed May 15, 2025 22:19 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001639398-25-000002 · wk-form4_1747347568.xml · nonDerivative · entry 1

More Daniel B. · CIK 0001639398 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,008

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 1,812 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms

Read SEC document
May 14, 2025 Filed May 15, 2025 22:18 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001218375-25-000003 · wk-form4_1747347525.xml · nonDerivative · entry 1

HANLEY MARY ANN · CIK 0001218375 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,636

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 7,440 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 14, 2025 Filed May 15, 2025 22:17 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001182432-25-000002 · wk-form4_1747347463.xml · nonDerivative · entry 1

LANDIS GREGORY P · CIK 0001182432 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,803

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 10,607 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 14, 2025 Filed May 15, 2025 22:17 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001812484-25-000002 · wk-form4_1747347411.xml · nonDerivative · entry 1

Guardino Carl · CIK 0001812484 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,192

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 4,996 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 14, 2025 Filed May 15, 2025 22:16 UTC
Heather HuntDirector
GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001371472-25-000002 · wk-form4_1747347354.xml · nonDerivative · entry 1

Heather Hunt · CIK 0001371472 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,291

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 7,095 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 14, 2025 Filed May 15, 2025 22:14 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0000766829-25-000051 · wk-form4_1747347284.xml · nonDerivative · entry 1

KLEIN REBECCA A · CIK 0001488085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,261

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 5,065 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 14, 2025 Filed May 15, 2025 22:13 UTC GrantCommon Stock 2,196 $0.00 $0.00
Disclosure

SEC source: 0001218382-25-000002 · wk-form4_1747347211.xml · nonDerivative · entry 1

WALLACE CAROL P · CIK 0001218382 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,291

F1 · shares: Represents 2,196 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 7,095 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
April 30, 2025 Filed May 1, 2025 20:03 UTC
Moniz-Witten TanyaPresident, San Jose Water Co.
Tax withholdingCommon Stock 1,118 $56.74 $63,435.32
Disclosure

SEC source: 0002016399-25-000009 · wk-form4_1746129810.xml · nonDerivative · entry 1

Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,812

F1 · shares: Represents 1,118 shares of the Issuer's common stock ("Common Stock') withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on April 30, 2025 pursuant to the terms of the April 30, 2024 Restricted Stock Unit ("RSU") Issuance Agreement between the reporting person and the Issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,753 shares of Common Stock and 10,059 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
March 25, 2025 Filed Mar 27, 2025 20:01 UTC
Moniz-Witten TanyaPresident, San Jose Water Co.
Tax withholdingCommon Stock 271 $51.18 $13,869.78
Disclosure

SEC source: 0002016399-25-000004 · wk-form4_1743105711.xml · nonDerivative · entry 1

Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,930

F1 · shares: Represents 271 shares of the Issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on March 25, 2025 pursuant to the terms of the March 25, 2024 Restricted Stock Unit ("RSU") Issuance Agreement between the reporting person and the Issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents (i) 485 shares of Common Stock; (ii) 264 shares of Common Stock acquired on January 31, 2025 in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2023 Employee Stock Purchase Plan; and (iii) 13,181 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 21:36 UTC
Patla Craig JPresident of CTWS
GrantCommon Stck · Derivative 30 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001604317-25-000006 · wk-form4_1741124203.xml · derivative · entry 3

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,885

Underlying: Common Stock · 30 shares

Expires not disclosed

F4 · shares: Represents 30 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · price: Represents 30 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · derivative.exercise_date: Represents 30 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · derivative.expiration_date: Represents 30 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

Read SEC document
March 03, 2025 Filed Mar 4, 2025 23:19 UTC
Johnson A KristenChief Administrative Officer
GrantCommon Stck · Derivative 134 $0.00 $0.00
Disclosure

SEC source: 0001313291-25-000006 · wk-form4_1741130339.xml · derivative · entry 3

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,425

Underlying: Common Stock · 134 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents 134 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · shares: Represents 134 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · derivative.exercise_date: Represents 134 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

F4 · derivative.expiration_date: Represents 134 shares subject to deferred stock units ("DSUs") granted to the reporting person pursuant to dividend equivalent rights ("DERs") accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. DERs accrue when and as dividends are paid on the Common Stock underlying the awards and will vest and be settled in accordance with the same terms as the DSUs to which they relate.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:36 UTC
Patla Craig JPresident of CTWS
Tax withholdingCommon Stock 53 $52.67 $2,791.51
Disclosure

SEC source: 0001604317-25-000006 · wk-form4_1741124203.xml · nonDerivative · entry 2

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,200

F2 · shares: Represents (i) 28 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 25 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 1,530 shares of Common Stock and 3,670 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:36 UTC
Patla Craig JPresident of CTWS
GrantCommon Stock 165 $0.00 $0.00
Disclosure

SEC source: 0001604317-25-000006 · wk-form4_1741124203.xml · nonDerivative · entry 1

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,253

F1 · shares: Represents (i) 85 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 80 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:19 UTC
Johnson A KristenChief Administrative Officer
Tax withholdingCommon Stock 506 $52.67 $26,651.02
Disclosure

SEC source: 0001313291-25-000006 · wk-form4_1741130339.xml · nonDerivative · entry 2

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,097

F2 · shares: Represents (i) 306 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 200 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 7,109 shares of Common Stock and 3,988 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 23:19 UTC
Johnson A KristenChief Administrative Officer
GrantCommon Stock 1,587 $0.00 $0.00
Disclosure

SEC source: 0001313291-25-000006 · wk-form4_1741130339.xml · nonDerivative · entry 1

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,603

F1 · shares: Represents (i) 960 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 627 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:23 UTC
Hauk Bruce AChief Operating Officer
Tax withholdingCommon Stock 389 $52.67 $20,488.63
Disclosure

SEC source: 0001805479-25-000006 · wk-form4_1741123424.xml · nonDerivative · entry 2

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,813

F2 · shares: Represents (i) 226 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 163 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 5,188 shares of Common Stock and 6,625 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:23 UTC
Hauk Bruce AChief Operating Officer
GrantCommon Stock 1,597 $0.00 $0.00
Disclosure

SEC source: 0001805479-25-000006 · wk-form4_1741123424.xml · nonDerivative · entry 1

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,202

F1 · shares: Represents (i) 928 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 669 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:22 UTC
Thornburg Eric WDirector · President & CEO
Tax withholdingCommon Stock 4,503 $52.67 $237,173.01
Disclosure

SEC source: 0001349767-25-000006 · wk-form4_1741123321.xml · nonDerivative · entry 2

Thornburg Eric W · CIK 0001349767 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,418

F2 · shares: Represents (i) 2,386 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 2,117 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents (i) 59,162 shares of Common Stock; (ii) 412 shares of Common Stock acquired on January 31, 2025 in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2023 Employee Stock Purchase Plan; and (iii) 18,844 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:22 UTC
Thornburg Eric WDirector · President & CEO
GrantCommon Stock 12,471 $0.00 $0.00
Disclosure

SEC source: 0001349767-25-000006 · wk-form4_1741123321.xml · nonDerivative · entry 1

Thornburg Eric W · CIK 0001349767 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,509

F1 · shares: Represents (i) 6,668 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 5,803 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:19 UTC
Walters Andrew FCFO & Treasurer
Tax withholdingCommon Stock 597 $52.67 $31,443.99
Disclosure

SEC source: 0001598003-25-000008 · wk-form4_1741123165.xml · nonDerivative · entry 2

Walters Andrew F · CIK 0001598003 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,712

F2 · shares: Represents (i) 362 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 235 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 17,410 shares of Common Stock and 5,302 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:19 UTC
Walters Andrew FCFO & Treasurer
GrantCommon Stock 1,874 $0.00 $0.00
Disclosure

SEC source: 0001598003-25-000008 · wk-form4_1741123165.xml · nonDerivative · entry 1

Walters Andrew F · CIK 0001598003 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,309

F1 · shares: Represents (i) 1,134 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 740 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:02 UTC
Brown Willie D. Jr.VP & Gen Counsel
Tax withholdingCommon Stock 568 $52.67 $29,916.56
Disclosure

SEC source: 0001866152-25-000007 · wk-form4_1741122143.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,171

F2 · shares: Represents (i) 344 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 224 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 8,205 shares of Common Stock and 3,966 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:02 UTC
Brown Willie D. Jr.VP & Gen Counsel
GrantCommon Stock 1,587 $0.00 $0.00
Disclosure

SEC source: 0001866152-25-000007 · wk-form4_1741122143.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,739

F1 · shares: Represents (i) 960 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 627 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 22:36 UTC
Walters Andrew FCFO & Treasurer
Tax withholdingCommon Stock 33 $49.05 $1,618.65
Disclosure

SEC source: 0001598003-25-000006 · wk-form4_1738190170.xml · nonDerivative · entry 1

Walters Andrew F · CIK 0001598003 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,435

F1 · shares: Represents 33 shares of issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that were issued on January 27, 2025 pursuant to the terms of the January 26, 2022 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 16,133 shares of Common Stock and 5,302 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:16 UTC
Walters Andrew FCFO & Treasurer
Tax withholdingCommon Stock 385 $48.27 $18,583.95
Disclosure

SEC source: 0001598003-25-000004 · wk-form4_1736284569.xml · nonDerivative · entry 1

Walters Andrew F · CIK 0001598003 · CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,468

F1 · shares: Represents 385 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 16,077 shares of Common Stock and 5,391 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:13 UTC
Hauk Bruce AChief Operating Officer
Tax withholdingCommon Stock 151 $48.27 $7,288.77
Disclosure

SEC source: 0001805479-25-000004 · wk-form4_1736284431.xml · nonDerivative · entry 1

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,605

F1 · shares: Represents 151 shares of Common Stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2023 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 3,980 shares of Common Stock and 6,625 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:11 UTC
Thornburg Eric WDirector · President & CEO
Tax withholdingCommon Stock 1,668 $48.27 $80,514.36
Disclosure

SEC source: 0001349767-25-000004 · wk-form4_1736284292.xml · nonDerivative · entry 1

Thornburg Eric W · CIK 0001349767 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,038

F1 · shares: Represents 1,668 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 51,194 shares of Common Stock and 18,844 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:09 UTC
Johnson A KristenChief Administrative Officer
Tax withholdingCommon Stock 329 $48.27 $15,880.83
Disclosure

SEC source: 0001313291-25-000004 · wk-form4_1736284170.xml · nonDerivative · entry 1

Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,016

F1 · shares: Represents 329 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 6,028 shares of Common Stock and 3,988 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:07 UTC
Patla Craig JPresident of CTWS
Tax withholdingCommon Stock 273 $48.27 $13,177.71
Disclosure

SEC source: 0001604317-25-000004 · wk-form4_1736284021.xml · nonDerivative · entry 1

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,088

F1 · shares: Represents 273 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 1,418 shares of Common Stock and 3,670 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:04 UTC
Brown Willie D. Jr.VP & Gen Counsel
Tax withholdingCommon Stock 364 $48.27 $17,570.28
Disclosure

SEC source: 0001866152-25-000005 · wk-form4_1736283834.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,152

F1 · shares: Represents 364 shares of the issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 7,186 shares of Common Stock and 3,966 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 22:21 UTC
Moniz-Witten TanyaPresident, San Jose Water Co.
GrantCommon Stock 2,300 $0.00 $0.00
Disclosure

SEC source: 0002016399-25-000002 · wk-form4_1736202110.xml · nonDerivative · entry 1

Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,937

F1 · shares: Represents 2,300 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 13,937 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:19 UTC
Patla Craig JPresident of CTWS
Tax withholdingCommon Stock 198 $48.70 $9,642.60
Disclosure

SEC source: 0001604317-25-000002 · wk-form4_1736198384.xml · nonDerivative · entry 2

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,361

F2 · shares: Represents 198 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 2, 2025 pursuant to the terms of the January 2, 2024 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F3 · balance_after: Represents 955 shares of Common Stock and 4,406 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:19 UTC
Patla Craig JPresident of CTWS
GrantCommon Stock 2,259 $0.00 $0.00
Disclosure

SEC source: 0001604317-25-000002 · wk-form4_1736198384.xml · nonDerivative · entry 1

Patla Craig J · CIK 0001604317 · President of CTWS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,559

F1 · shares: Represents 2,259 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:18 UTC
Thornburg Eric WDirector · President & CEO
Tax withholdingCommon Stock 1,155 $48.70 $56,248.50
Disclosure

SEC source: 0001349767-25-000002 · wk-form4_1736198293.xml · nonDerivative · entry 2

Thornburg Eric W · CIK 0001349767 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,706

F2 · shares: Represents 1,155 shares of Common Stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2025 pursuant to the terms of the January 2, 2024 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F3 · balance_after: Represents (i) 48,290 shares of Common Stock; (ii) 14 shares of Common Stock acquired on July 31, 2024 in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2023 Employee Stock Purchase Plan; and (iii) 23,402 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:18 UTC
Thornburg Eric WDirector · President & CEO
GrantCommon Stock 11,058 $0.00 $0.00
Disclosure

SEC source: 0001349767-25-000002 · wk-form4_1736198293.xml · nonDerivative · entry 1

Thornburg Eric W · CIK 0001349767 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,847

F1 · shares: Represents 11,058 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:16 UTC
Hauk Bruce AChief Operating Officer
Tax withholdingCommon Stock 205 $48.70 $9,983.50
Disclosure

SEC source: 0001805479-25-000002 · wk-form4_1736198179.xml · nonDerivative · entry 3

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,756

F3 · shares: Represents 205 shares of Common Stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2025 pursuant to the terms of the January 2, 2024 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents (i) 3,620 shares of Common Stock and (ii) 7,136 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:16 UTC
Hauk Bruce AChief Operating Officer
Tax withholdingCommon Stock 370 $48.70 $18,019.00
Disclosure

SEC source: 0001805479-25-000002 · wk-form4_1736198179.xml · nonDerivative · entry 2

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,961

F2 · shares: Represents 370 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on December 31, 2024 pursuant to the terms of the December 20, 2022 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:16 UTC
Hauk Bruce AChief Operating Officer
GrantCommon Stock 2,998 $0.00 $0.00
Disclosure

SEC source: 0001805479-25-000002 · wk-form4_1736198179.xml · nonDerivative · entry 1

Hauk Bruce A · CIK 0001805479 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,331

F1 · shares: Represents 2,998 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:12 UTC
Brown Willie D. Jr.VP & Gen Counsel
Tax withholdingCommon Stock 237 $48.70 $11,541.90
Disclosure

SEC source: 0001866152-25-000003 · wk-form4_1736197953.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,516

F2 · shares: Represents 237 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 2, 2025 pursuant to the terms of the January 2, 2024 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F3 · balance_after: Represents 6,661 shares of Common Stock and 4,855 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.