Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, General Counsel | June 01, 2023 | June 06, 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 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,981.36 |
Ending reported balance
After 2023-06-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-01 · Disposition to issuer · Disposed 57 · Balance 27,039.36 F1: 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 #666. Row 2 · 2023-06-03 · Disposition to issuer · Disposed 58 · Balance 26,981.36 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 #599. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 #666.
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 #599.
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 |
|---|---|---|---|---|---|---|
| August 28, 2019 Filed Aug 29, 2019 20:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 90 | $55.80 | $5,022.00 |
DisclosureSEC source: 0001214659-19-005528 · marketforms-45636.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,215.36 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 (RSA) Award #398. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 82 | $50.54 | $4,144.28 |
DisclosureSEC source: 0001214659-19-004118 · marketforms-45190.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,305.36 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 (RSA) Award #440. Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 90 | $50.22 | $4,519.80 |
DisclosureSEC source: 0001214659-19-003894 · marketforms-45082.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,387.36 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 (RSA) Award #398. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 01:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 329 | $52.05 | $17,124.45 |
DisclosureSEC source: 0001214659-19-001990 · marketforms-44488.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,477.36 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 (RSA) Award #440. Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 01:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,457 | $52.83 | $76,973.31 |
DisclosureSEC source: 0001214659-19-001990 · marketforms-44488.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,806.36 F1 · shares: Restricted stock granted 3/5/2019 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 5, 2020, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 2,244 | $52.53 | $117,877.32 |
DisclosureSEC source: 0001214659-19-001770 · marketforms-44409.xml · nonDerivative · entry 4 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,328 F4 · 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 Performance Stock Unit #374. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 4,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001770 · marketforms-44409.xml · nonDerivative · entry 3 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,572 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 3,025 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143.667% payout of the original goal. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 144 | $52.53 | $7,564.32 |
DisclosureSEC source: 0001214659-19-001770 · marketforms-44409.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,227 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 (RSA) Award #361. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 101 | $52.02 | $5,254.02 |
DisclosureSEC source: 0001214659-19-001770 · marketforms-44409.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,371 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 (RSA) Award #398 Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $45.72 | $6,309.36 |
DisclosureSEC source: 0001214659-18-007479 · marketforms-43405.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,472 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 (RSA) Award #361. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 98 | $46.58 | $4,564.84 |
DisclosureSEC source: 0001214659-18-007411 · marketforms-43343.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,610 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 (RSA) Award #398. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 17:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $41.15 | $5,678.70 |
DisclosureSEC source: 0001214659-18-005869 · marketforms-42830.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,708 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 (RSA) Award #361. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 97 | $40.25 | $3,904.25 |
DisclosureSEC source: 0001214659-18-005816 · marketforms-42806.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,846 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 (RSA) Award #398. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 22:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $40.00 | $5,520.00 |
DisclosureSEC source: 0001214659-18-004256 · marketforms-42211.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,943 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 (RSA) Award #361. Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 98 | $40.75 | $3,993.50 |
DisclosureSEC source: 0001214659-18-004171 · marketforms-42141.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,081 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 (RSA) Award #398. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 21:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $36.74 | $36,735.80 |
DisclosureSEC source: 0001214659-18-002201 · marketforms-41481.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,179 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 01:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,954 | $35.40 | $69,171.60 |
DisclosureSEC source: 0001214659-18-001981 · marketforms-41347.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,179 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,935 | $36.40 | $70,434.00 |
DisclosureSEC source: 0001214659-18-001815 · marketforms-41280.xml · nonDerivative · entry 3 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,865 F3 · 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 Unit (RSU) Award #350. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,498 | $36.40 | $127,327.20 |
DisclosureSEC source: 0001214659-18-001815 · marketforms-41280.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,800 F2 · shares: On 3/3/2015, the reporting person was granted a Restricted Stock Unit (RSU) of 2,446 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143% payout of the original goal. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $36.40 | $1,492.40 |
DisclosureSEC source: 0001214659-18-001815 · marketforms-41280.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,302 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 #339. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 154 | $37.95 | $5,844.30 |
DisclosureSEC source: 0001214659-18-001750 · marketforms-41219.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,343 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 #361. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 437 | $37.95 | $16,584.15 |
DisclosureSEC source: 0001214659-18-001750 · marketforms-41219.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,497 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 #398. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 18:02 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $41.55 | $1,703.55 |
DisclosureSEC source: 0001214659-18-000943 · marketforms-40939.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,934 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 #339. Read SEC document |
| January 03, 2018 Filed Jan 6, 2018 00:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $44.25 | $1,814.25 |
DisclosureSEC source: 0001214659-18-000247 · marketforms-40631.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,975 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 #339. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 20:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $45.00 | $1,665.00 |
DisclosureSEC source: 0001214659-17-007172 · marketforms-40412.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,016 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 #339. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 20:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $45.00 | $6,210.00 |
DisclosureSEC source: 0001214659-17-007172 · marketforms-40412.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,053 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 #361. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:02 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $43.00 | $1,591.00 |
DisclosureSEC source: 0001214659-17-006412 · marketforms-40085.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,191 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 #339. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 15:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $39.65 | $1,467.05 |
DisclosureSEC source: 0001214659-17-005947 · marketforms-39846.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,228 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 #339. Read SEC document |
| September 12, 2017 Filed Sep 13, 2017 22:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,079 | $36.94 | $39,858.26 |
DisclosureSEC source: 0001214659-17-005613 · marketforms-39622.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,581 F1 · price: This transaction was executed in a single trade at $36.9400 per share. Read SEC document |
| September 08, 2017 Filed Sep 11, 2017 20:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,605 | $37.61 | $60,363.73 |
DisclosureSEC source: 0001214659-17-005573 · marketforms-39613.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,660 F1 · price: This transaction was executed in a single trade at $37.6098 per share. Read SEC document |
| September 03, 2017 Filed Sep 5, 2017 18:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $37.25 | $1,378.25 |
DisclosureSEC source: 0001214659-17-005488 · marketforms-39566.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,265 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 #339. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $37.25 | $5,140.50 |
DisclosureSEC source: 0001214659-17-005488 · marketforms-39566.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,302 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 #361. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 17:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $38.50 | $1,424.50 |
DisclosureSEC source: 0001214659-17-004798 · marketforms-39361.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,440 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 #339. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $36.85 | $1,363.45 |
DisclosureSEC source: 0001214659-17-004363 · marketforms-39176.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,477 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 #339. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $35.75 | $1,322.75 |
DisclosureSEC source: 0001214659-17-003865 · marketforms-39016.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,514 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 #339. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 138 | $35.50 | $4,899.00 |
DisclosureSEC source: 0001214659-17-003865 · marketforms-39016.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,551 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 #361 Read SEC document |
| May 03, 2017 Filed May 4, 2017 23:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $35.15 | $1,300.55 |
DisclosureSEC source: 0001214659-17-002994 · marketforms-38745.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,689 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 #339. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $34.95 | $1,293.15 |
DisclosureSEC source: 0001214659-17-002399 · marketforms-38512.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,726 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 #339. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,926 | $36.50 | $70,299.00 |
DisclosureSEC source: 0001214659-17-001739 · marketforms-38255.xml · nonDerivative · entry 4 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,763 F4 · 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 Unit (RSU) Award #316. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,531 | $36.50 | $128,881.50 |
DisclosureSEC source: 0001214659-17-001739 · marketforms-38255.xml · nonDerivative · entry 3 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,689 F3 · shares: On 3/4/2014, the reporting person was granted a Restricted Stock Unit (RSU) of 2,622 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 135% payout of the original goal. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 44 | $36.50 | $1,606.00 |
DisclosureSEC source: 0001214659-17-001739 · marketforms-38255.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,158 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 #282. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $36.50 | $1,496.50 |
DisclosureSEC source: 0001214659-17-001739 · marketforms-38255.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,202 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 #339. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 610 | $37.00 | $22,570.00 |
DisclosureSEC source: 0001214659-17-001668 · marketforms-38205.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,379 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 #361. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:35 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 610 | $37.00 | $22,570.00 |
DisclosureSEC source: 0001214659-17-001680 · marketforms-38224.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,385 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 #361. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,145 | $36.75 | $78,828.75 |
DisclosureSEC source: 0001214659-17-001618 · marketforms-38188.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,853 Read SEC document |
| February 04, 2017 Filed Feb 8, 2017 01:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 44 | $34.00 | $1,496.00 |
DisclosureSEC source: 0001214659-17-000832 · marketforms-37801.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 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 #282. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $34.00 | $1,394.00 |
DisclosureSEC source: 0001214659-17-000832 · marketforms-37801.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,735 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 #339. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 44 | $34.30 | $1,509.20 |
DisclosureSEC source: 0001214659-17-000151 · marketforms-37532.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,776 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 #282. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $33.75 | $1,383.75 |
DisclosureSEC source: 0001214659-17-000151 · marketforms-37532.xml · nonDerivative · entry 1 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,820 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 #339. Read SEC document |
| December 04, 2016 Filed Dec 6, 2016 23:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $34.35 | $927.45 |
DisclosureSEC source: 0001214659-16-015216 · marketforms-37287.xml · nonDerivative · entry 2 McGhee Lynne P · CIK 0001381750 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,861 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 #282. 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.