Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, CFO & Treasurer | June 01, 2023 | June 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CALIFORNIA WATER SERVICE GROUP
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,777 |
Ending reported balance
After 2023-06-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-01 · Disposition to issuer · Disposed 53 · Balance 46,831 F1: Represents the number of shares withheld by and surrendered to Issuer to satisfy the tax withholding obligation that arose in connection with vesting of the Restricted Stock (RSA) award 647 Row 2 · 2023-06-03 · Disposition to issuer · Disposed 54 · Balance 46,777 F2: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #605. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by and surrendered to Issuer to satisfy the tax withholding obligation that arose in connection with vesting of the Restricted Stock (RSA) award 647
F2: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #605.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 03, 2016 Filed Oct 5, 2016 23:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.76 | $794.00 |
DisclosureSEC source: 0001214659-16-014001 · marketforms-36388.xml · nonDerivative · entry 1 Smegal Thomas F III · CIK 0001429019 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,797 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #342. Read SEC document |
| September 04, 2016 Filed Sep 7, 2016 00:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $31.04 | $838.08 |
DisclosureSEC source: 0001214659-16-013591 · marketforms-36226.xml · nonDerivative · entry 2 Smegal Thomas F III · CIK 0001429019 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,822 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #284. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 00:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.04 | $776.00 |
DisclosureSEC source: 0001214659-16-013591 · marketforms-36226.xml · nonDerivative · entry 1 Smegal Thomas F III · CIK 0001429019 · VP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,849 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #342. 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.