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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 2 | 0 |
| May 2026 | 1 | 1 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 3 | 1 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2020 Filed Mar 12, 2020 18:39 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 200 | $66.08 | $13,216.00 |
DisclosureSEC source: 0000766829-20-000078 · wf-form4_158403837085518.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,510 F5 · balance_after: Represents 4,533 shares of the issuer's common stock, 13,873 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 18:39 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $65.96 | $6,596.00 |
DisclosureSEC source: 0000766829-20-000078 · wf-form4_158403837085518.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,710 F4 · balance_after: Represents 4,533 shares of the issuer's common stock, 14,073 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 18:39 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $65.84 | $6,584.00 |
DisclosureSEC source: 0000766829-20-000078 · wf-form4_158403837085518.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,810 F3 · balance_after: Represents 4,533 shares of the issuer's common stock, 14,173 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 18:39 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 200 | $65.80 | $13,160.00 |
DisclosureSEC source: 0000766829-20-000078 · wf-form4_158403837085518.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,910 F2 · balance_after: Represents 4,533 shares of the issuer's common stock, 14,273 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 18:39 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $65.75 | $6,575.00 |
DisclosureSEC source: 0000766829-20-000078 · wf-form4_158403837085518.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,110 F1 · balance_after: Represents 4,533 shares of the issuer's common stock, 14,473 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 16:29 UTC |
WESTBROOK MAUREEN PPresident of CTWS
|
Tax withholdingCommon Stock | 151 | $66.10 | $9,981.10 |
DisclosureSEC source: 0000766829-20-000076 · wf-form4_158403054506010.xml · nonDerivative · entry 1 WESTBROOK MAUREEN P · CIK 0001217203 · President of CTWS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,443 F1 · shares: Represents shares of common stock withheld by the issuer in satisfaction of applicable withholding taxes upon settlement of vested deferred stock units (DSUs) in accordance with an election previously made by the reporting person. F2 · balance_after: Represents (i) 509 shares of the issuer's common stock, (ii) 19,209 shares subject to RSUs that will vest in three annual successive installments upon the completion of each year of the reporting person's service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances, and (iii) 23,725 shares subject to DSUs that are vested and will be settled in accordance with an election previously made by the reporting person. Each RSU and DSU will entitle the reporting person to one share of common stock upon settlement. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 17:43 UTC |
WESTBROOK MAUREEN PPresident of CTWS
|
Tax withholdingCommon Stock | 99 | $66.27 | $6,560.73 |
DisclosureSEC source: 0000766829-20-000072 · wf-form4_158377577886361.xml · nonDerivative · entry 1 WESTBROOK MAUREEN P · CIK 0001217203 · President of CTWS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,595 F1 · shares: Represents shares of common stock withheld by the issuer in satisfaction of applicable withholding taxes upon settlement of vested deferred stock units (DSUs) in accordance with an election previously made by the reporting person. F2 · balance_after: Represents (i) 244 shares of the issuer's common stock, (ii) 19,209 shares subject to RSUs that will vest in three annual successive installments upon the completion of each year of the reporting person's service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances, and (iii) 24,142 shares subject to DSUs that are vested and will be settled in accordance with an election previously made by the reporting person. Each RSU and DSU will entitle the reporting person to one share of common stock upon settlement. Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 22:34 UTC |
HANLEY MARY ANNDirector
|
PurchaseCommon Stock | 345 | $65.28 | $22,521.60 |
DisclosureSEC source: 0000766829-20-000069 · wf-form4_158344765128324.xml · nonDerivative · entry 1 HANLEY MARY ANN · CIK 0001218375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345 F1 · balance_after: Represents 345 shares of the issuer's common stock held under an IRA. Read SEC document |
| March 03, 2020 Filed Mar 3, 2022 20:53 UTC |
ARMSTRONG KATHARINEDirector
|
GiftCommon Stock | 1,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-22-000075 · wf-form4_164634078790179.xml · nonDerivative · entry 1 ARMSTRONG KATHARINE · CIK 0001459040 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katharine Armstrong as Trustee for the Katharine Armstrong Love Exempt Trust U/A/D 6/30/2009 Disclosed balance after: 1,116 F1 · shares: Reflects a gift of 1,584 shares to the reporting person's spouse on March 3, 2020 that was not previously reported. F2 · balance_after: Reflects total number of shares owned by the Katharine Armstrong Love Exempt Trust U/A/D 6/30/2009 (the "Trust") as of the filing date of this report prior to the gift transaction reported herein as explained in footnote (3) below, and such number reflects certain transfers and sales of shares as previously reported by the reporting on Forms 4 after the gift transaction on March 3, 2020. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:16 UTC |
Johnson A KristenChief Administrative Officer
|
GrantCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000067 · wf-form4_158335659020498.xml · nonDerivative · entry 1 Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,038 F1 · shares: Represents 7 shares subject to restricted stock units ("RSU") and 72 shares subject to deferred stock units ("DSU") granted to the Reporting Person pursuant to dividend equivalent rights accrued on outstanding RSUs and DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. Dividend equivalent rights 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 RSUs and DSUs to which they relate. F2 · balance_after: Represents (i) 2,853 shares subject to RSUs that will vest over a period of service and be settled in accordance with the terms of the awards subject to accelerated vesting under certain prescribed circumstances and (ii) 14,185 shares subject to DSUs that are vested and will be settled in accordance with an election previously made by the reporting person. Each RSU and DSU will entitle the reporting person to one share of common stock upon settlement. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:10 UTC |
WESTBROOK MAUREEN PPresident of CTWS
|
GrantCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000065 · wf-form4_158335621232024.xml · nonDerivative · entry 1 WESTBROOK MAUREEN P · CIK 0001217203 · President of CTWS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,694 F1 · shares: Represents 124 shares subject to deferred stock units ("DSU") granted to the Reporting Person pursuant to dividend equivalent rights accrued on outstanding DSUs granted by Connecticut Water Service, Inc., a wholly owned subsidiary of the Issuer. Dividend equivalent rights accrue when and as dividends are paid on the common stock underlying the awards and will be settled in accordance with the terms as the DSUs to which they relate. F2 · balance_after: Represents (i) 19,209 shares subject to RSUs that will vest in three annual successive installments upon the completion of each year of the reporting person's service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances, and (ii) 24,485 shares subject to DSUs that are vested and will be settled in accordance with an election previously made by the reporting person. Each RSU and DSU will entitle the reporting person to one share of common stock upon settlement. Read SEC document |
| March 02, 2020 Filed Nov 19, 2020 18:36 UTC |
More Daniel B.Director
|
PurchaseCommon Stock | 23 | $61.38 | $1,411.74 |
DisclosureSEC source: 0000766829-20-000153 · wf-form4_160581094380138.xml · nonDerivative · entry 7 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Daniel B. More Revocable Trust Disclosed balance after: 4,465 F1 · shares: Represents shares of common stock of Issuer acquired by the Reporting Person pursuant to broker-assisted dividend investment transactions. Read SEC document |
| March 02, 2020 Filed Dec 23, 2022 00:00 UTC |
Gere AndrewPresident and COO
|
PurchaseCommon Stock | 30 | $65.53 | $1,965.90 |
DisclosureSEC source: 0000766829-22-000162 · wf-form4_167175363838440.xml · nonDerivative · entry 2 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · UTMA Jillian Disclosed balance after: 430 F3 · shares: Represents shares acquired from March 2020 to November 2022 through a broker-administered dividend reinvestment program established by the reporting person F2 · price: Represents the average per-share price paid in multiple acquisitions under the broker-administered dividend reinvestment program. Read SEC document |
| March 02, 2020 Filed Dec 23, 2022 00:00 UTC |
Gere AndrewPresident and COO
|
PurchaseCommon Stock | 6 | $64.42 | $386.52 |
DisclosureSEC source: 0000766829-22-000162 · wf-form4_167175363838440.xml · nonDerivative · entry 1 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · UTMA Robert Disclosed balance after: 106 F1 · shares: Represents shares acquired from March 2020 to November 2022 through a broker-administered dividend reinvestment program established by the reporting person. F2 · price: Represents the average per-share price paid in multiple acquisitions under the broker-administered dividend reinvestment program. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:54 UTC |
Walters Andrew FChief Corp Development Officer
|
Tax withholdingCommon Stock | 359 | $61.18 | $21,963.62 |
DisclosureSEC source: 0000766829-20-000063 · wf-form4_158327606565142.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,342 F3 · shares: Represents (i) 180 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2019 ROE RSUs reported in footnote 1 and (ii) 179 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2017 EPS RSUs reported in footnote 1. F4 · balance_after: Represents 12,543 shares of the issuer's common stock and 2,799 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:54 UTC |
Walters Andrew FChief Corp Development Officer
|
GrantCommon Stock | 1,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000063 · wf-form4_158327606565142.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,701 F1 · shares: Represents (i) 521 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on return on equity ("ROE") measured over the 2019 calendar year period and continued service by the reporting person through December 31, 2019 and (ii) 491 shares of common stock subject to the 2017 RSUs that vested upon the attainment of a certain performance goal based on earnings per share ("EPS") for the 2019 calendar year and continued service by the reporting person through December 31, 2019. F2 · balance_after: Represents 11,890 shares of the issuer's common stock and 3,811 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:36 UTC |
Lynch James PatrickCFO/Treasurer
|
Tax withholdingCommon Stock | 398 | $61.18 | $24,349.64 |
DisclosureSEC source: 0000766829-20-000061 · wf-form4_158327499184066.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,210 F3 · shares: Represents (i) 206 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2019 ROE RSUs reported in footnote 1 and (ii) 192 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2017 EPS RSUs reported in footnote 1. F4 · balance_after: Represents 4,533 shares of the issuer's common stock, 14,573 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:36 UTC |
Lynch James PatrickCFO/Treasurer
|
GrantCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000061 · wf-form4_158327499184066.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,608 F1 · shares: Represents (i) 597 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on return on equity ("ROE") measured over the 2019 calendar year period and continued service by the reporting person through December 31, 2019 and (ii) 561 shares of common stock subject to the 2017 RSUs that vested upon the attainment of a certain performance goal based on earnings per share ("EPS") for the 2019 calendar year and continued service by the reporting person through December 31, 2019. F2 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,573 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,762 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:24 UTC |
Papazian SuzyGen. Counsel & Vice Pres.
|
Tax withholdingCommon Stock | 337 | $61.18 | $20,617.66 |
DisclosureSEC source: 0000766829-20-000059 · wf-form4_158327423180737.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,472 F3 · shares: Represents (i) 179 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2019 ROE RSUs reported in footnote 1 and (ii) 158 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2017 EPS RSUs reported in footnote 1. F4 · balance_after: Represents 5,644 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:24 UTC |
Papazian SuzyGen. Counsel & Vice Pres.
|
GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000059 · wf-form4_158327423180737.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 F1 · shares: Represents (i) 521 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on return on equity ("ROE") measured over the 2019 calendar year period and continued service by the reporting person through December 31, 2019 and (ii) 472 shares of common stock subject to the 2017 RSUs that vested upon the attainment of a certain performance goal based on earnings per share ("EPS") for the 2019 calendar year and continued service by the reporting person through December 31, 2019. F2 · balance_after: Represents 4,988 shares of the issuer's common stock and 3,821 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:12 UTC |
Gere AndrewPresident and COO
|
Tax withholdingCommon Stock | 396 | $61.18 | $24,227.28 |
DisclosureSEC source: 0000766829-20-000057 · wf-form4_158327353070299.xml · nonDerivative · entry 2 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,889 F3 · shares: Represents (i) 196 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2019 ROE RSUs reported in footnote 1 and (ii) 200 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2017 EPS RSUs reported in footnote 1. F4 · balance_after: Represents 16,977 shares of the issuer's common stock and 2,912 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:12 UTC |
Gere AndrewPresident and COO
|
GrantCommon Stock | 1,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000057 · wf-form4_158327353070299.xml · nonDerivative · entry 1 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,285 F1 · shares: Represents (i) 568 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on return on equity ("ROE") measured over the 2019 calendar year period and continued service by the reporting person through December 31, 2019 and (ii) 584 shares of common stock subject to the 2017 RSUs that vested upon the attainment of a certain performance goal based on earnings per share ("EPS") for the 2019 calendar year and continued service by the reporting person through December 31, 2019. F2 · balance_after: Represents 16,221 shares of the issuer's common stock and 4,064 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $73.15 | $7,315.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 8 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,450 F9 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,573 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $73.07 | $7,307.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 7 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,550 F8 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,673 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $73.04 | $7,304.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 6 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,650 F7 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,773 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 200 | $73.02 | $14,604.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,750 F6 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,873 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $72.94 | $7,294.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,950 F5 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,073 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $72.93 | $7,293.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,050 F4 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,173 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $72.81 | $7,281.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,150 F3 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,273 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:22 UTC |
Papazian SuzyGen. Counsel & Vice Pres.
|
OtherCommon Stock | 174 | $62.35 | $10,848.90 |
DisclosureSEC source: 0000766829-20-000044 · wf-form4_158154976027933.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,816 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 4,988 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:27 UTC |
Walters Andrew FChief Corp Development Officer
|
OtherCommon Stock | 243 | $62.35 | $15,151.05 |
DisclosureSEC source: 0000766829-20-000048 · wf-form4_158155003636217.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,689 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 11,890 shares of the issuer's common stock and 2,799 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 13, 2020 02:19 UTC |
Lynch James PatrickCFO/Treasurer
|
OtherCommon Stock | 202 | $62.35 | $12,594.70 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,250 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:25 UTC |
Thornburg Eric WDirector · President & CEO
|
OtherCommon Stock | 245 | $62.35 | $15,275.75 |
DisclosureSEC source: 0000766829-20-000046 · wf-form4_158154989178038.xml · nonDerivative · entry 1 Thornburg Eric W · CIK 0001349767 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,976 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 9,674 shares of the issuer's common stock and 14,302 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:20 UTC |
AVILA-WALKER WENDYVP of Finance, Controller
|
OtherCommon Stock | 237 | $62.35 | $14,776.95 |
DisclosureSEC source: 0000766829-20-000042 · wf-form4_158154960650338.xml · nonDerivative · entry 1 AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,351 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 2,242 shares of the issuer's common stock and 2,109 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:14 UTC |
Gere AndrewPresident and COO
|
OtherCommon Stock | 345 | $62.35 | $21,510.75 |
DisclosureSEC source: 0000766829-20-000040 · wf-form4_158154923478148.xml · nonDerivative · entry 1 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,133 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 16,221 shares of the issuer's common stock and 2,912 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 300 | $69.98 | $20,994.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,048 F5 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,373 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 400 | $69.91 | $27,964.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,348 F4 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,673 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $69.85 | $6,985.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,748 F3 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,073 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $69.71 | $6,971.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,848 F2 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,173 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC |
Lynch James PatrickCFO/Treasurer
|
SaleCommon Stock | 100 | $69.68 | $6,968.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,948 F1 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,273 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:51 UTC |
Jensen PalleExecutive Vice President
|
Tax withholdingCommon Stock | 163 | $69.84 | $11,383.92 |
DisclosureSEC source: 0000766829-20-000032 · wf-form4_157844105236806.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,631 F1 · shares: Represents 163 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 11,319 shares of the issuer's common stock and 1,312 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 22:59 UTC |
Papazian SuzyGen. Counsel & Vice Pres.
|
Tax withholdingCommon Stock | 156 | $69.84 | $10,895.04 |
DisclosureSEC source: 0000766829-20-000024 · wf-form4_157843796367900.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,642 F1 · shares: Represents 156 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 4,814 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 8, 2020 00:11 UTC |
Walters Andrew FChief Corp Development Officer
|
Tax withholdingCommon Stock | 163 | $69.84 | $11,383.92 |
DisclosureSEC source: 0000766829-20-000034 · wf-form4_157844226836994.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Corp Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,446 F1 · shares: Represents 163 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 11,647 shares of the issuer's common stock and 2,799 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:05 UTC |
Gere AndrewPresident and COO
|
Tax withholdingCommon Stock | 194 | $69.84 | $13,548.96 |
DisclosureSEC source: 0000766829-20-000026 · wf-form4_157843832035238.xml · nonDerivative · entry 1 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,788 F1 · shares: Represents 194 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 15,876 shares of the issuer's common stock and 2,912 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:47 UTC |
Lynch James PatrickCFO/Treasurer
|
Tax withholdingCommon Stock | 186 | $69.84 | $12,990.24 |
DisclosureSEC source: 0000766829-20-000030 · wf-form4_157844083038954.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,048 F1 · shares: Represents 186 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,373 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:40 UTC |
AVILA-WALKER WENDYVP of Finance, Controller
|
Tax withholdingCommon Stock | 39 | $69.84 | $2,723.76 |
DisclosureSEC source: 0000766829-20-000028 · wf-form4_157844041183437.xml · nonDerivative · entry 1 AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,114 F1 · shares: Represents 39 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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. F2 · balance_after: Represents 2,005 shares of the issuer's common stock and 2,109 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 4, 2020 00:12 UTC |
Thornburg Eric WDirector · President & CEO
|
GrantCommon Stock | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000002 · wf-form4_157809675720659.xml · nonDerivative · entry 2 Thornburg Eric W · CIK 0001349767 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,703 F3 · shares: Represents 5,357 shares of the common stock underlying restricted stock units 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. F4 · balance_after: Represents 9,401 shares of the issuer's common stock and 14,302 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 01:59 UTC |
Gere AndrewPresident and COO
|
Tax withholdingCommon Stock | 373 | $69.63 | $25,971.99 |
DisclosureSEC source: 0000766829-20-000020 · wf-form4_157836235713606.xml · nonDerivative · entry 6 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,982 F6 · shares: Represents 373 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, 2020 pursuant to the terms of the January 2, 2018 and January 2, 2019 Restricted Stock Unit Issuance Agreements 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. F7 · balance_after: Represents 15,595 shares of the issuer's common stock and 3,387 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 01:59 UTC |
Gere AndrewPresident and COO
|
GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000020 · wf-form4_157836235713606.xml · nonDerivative · entry 5 Gere Andrew · CIK 0001639963 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,355 F4 · shares: Represents 1,508 shares of the common stock underlying 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. F5 · balance_after: Represents 15,053 shares of the issuer's common stock and 4,302 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 01:23 UTC |
Johnson A KristenChief Administrative Officer
|
GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000017 · wf-form4_157836017199404.xml · nonDerivative · entry 1 Johnson A Kristen · CIK 0001313291 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,959 F1 · shares: Represents 1,508 shares of the 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 2,846 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms and 14,113 shares subject to Deferred Share Units ("DSU") that are vested and will be settled in accordance with an election previously made by the reporting person. Each RSU and DSU will entitle the reporting person to one share of common stock upon settlement. 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.