Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YORK WATER COYORW · Entity 5405 | Chief Operating Officer | May 01, 2023 | May 03, 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.
YORK WATER CO
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,200.551 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 783 · Balance 5,200.551 F1: Grant of restricted stock to vest equitably over three years. F2: Includes shares acquired under The York Water Company dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock to vest equitably over three years.
F2: Includes shares acquired under The York Water Company dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 3, 2023 18:06 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-23-000061 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,200.551 F1 · price: Grant of restricted stock to vest equitably over three years. F2 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| April 17, 2023 Filed Apr 17, 2023 19:22 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 115.365 | $42.26 | $4,875.14 |
DisclosureSEC source: 0000108985-23-000037 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,415.762 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 13:59 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 17 | $44.00 | $748.00 |
DisclosureSEC source: 0000108985-23-000017 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,282.243 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| January 18, 2023 Filed Jan 19, 2023 13:32 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 113.633 | $42.90 | $4,875.08 |
DisclosureSEC source: 0000108985-23-000004 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,265.243 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 12:57 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 132.79 | $36.71 | $4,875.09 |
DisclosureSEC source: 0000108985-22-000105 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,130.3 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 12:34 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 25 | $44.69 | $1,117.25 |
DisclosureSEC source: 0000108985-22-000098 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,979.346 F1 · balance_after: Includes shares acquired under The York Water Company Dividend Reinvestment Plan. Read SEC document |
| July 18, 2022 Filed Jul 18, 2022 19:14 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 128.372 | $37.98 | $4,875.09 |
DisclosureSEC source: 0000108985-22-000088 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,952.452 F1 · balance_after: Includes shares acquired under The York Water Company Dividend Reinvestment Plan. Read SEC document |
| May 02, 2022 Filed May 4, 2022 15:12 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-22-000069 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,806.573 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| April 18, 2022 Filed Apr 18, 2022 18:33 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 113.269 | $43.04 | $4,875.08 |
DisclosureSEC source: 0000108985-22-000048 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,746.573 Read SEC document |
| April 14, 2022 Filed Apr 18, 2022 18:33 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 10.56 | $41.02 | $433.20 |
DisclosureSEC source: 0000108985-22-000048 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,633.304 Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 19:36 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 400 | $41.00 | $16,400.00 |
DisclosureSEC source: 0000108985-22-000032 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,622.744 Read SEC document |
| January 18, 2022 Filed Jan 18, 2022 21:20 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 103.754 | $46.99 | $4,875.09 |
DisclosureSEC source: 0000108985-22-000011 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,222.744 Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 21:20 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 8.854 | $46.45 | $411.27 |
DisclosureSEC source: 0000108985-22-000011 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,118.99 Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 13:32 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 26 | $47.04 | $1,223.04 |
DisclosureSEC source: 0000108985-21-000125 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110.136 Read SEC document |
| October 18, 2021 Filed Oct 18, 2021 20:02 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 115.97 | $42.04 | $4,875.09 |
DisclosureSEC source: 0000108985-21-000114 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,084.136 Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 20:02 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 8.648 | $42.33 | $366.11 |
DisclosureSEC source: 0000108985-21-000114 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,968.166 Read SEC document |
| October 06, 2021 Filed Oct 7, 2021 13:27 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 6 | $45.22 | $271.32 |
DisclosureSEC source: 0000108985-21-000099 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,959.518 Read SEC document |
| July 16, 2021 Filed Jul 16, 2021 19:53 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 112.021 | $43.52 | $4,875.10 |
DisclosureSEC source: 0000108985-21-000089 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953.518 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 19:53 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 7.787 | $44.13 | $343.62 |
DisclosureSEC source: 0000108985-21-000089 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,841.497 Read SEC document |
| May 03, 2021 Filed May 5, 2021 15:53 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-21-000070 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,833.71 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| April 16, 2021 Filed Apr 16, 2021 20:38 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 106.09 | $45.95 | $4,875.25 |
DisclosureSEC source: 0000108985-21-000044 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,074.71 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 20:38 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 4.397 | $41.10 | $180.73 |
DisclosureSEC source: 0000108985-21-000044 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968.62 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 13:47 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 102.025 | $44.11 | $4,500.17 |
DisclosureSEC source: 0000108985-21-000012 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 964.223 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 13:47 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 3.601 | $44.68 | $160.89 |
DisclosureSEC source: 0000108985-21-000012 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862.198 Read SEC document |
| October 16, 2020 Filed Oct 16, 2020 20:04 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 119.936 | $40.41 | $4,846.41 |
DisclosureSEC source: 0000108985-20-000121 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858.597 Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 20:04 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 3.325 | $39.85 | $132.51 |
DisclosureSEC source: 0000108985-20-000121 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738.661 Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 12:38 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-20-000099 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735.336 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| July 16, 2020 Filed Jul 17, 2020 12:35 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 99.405 | $45.27 | $4,500.29 |
DisclosureSEC source: 0000108985-20-000080 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463.336 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 12:35 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 1.466 | $44.56 | $65.32 |
DisclosureSEC source: 0000108985-20-000080 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363.931 Read SEC document |
| April 16, 2020 Filed Apr 16, 2020 19:31 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 107.351 | $41.92 | $4,500.53 |
DisclosureSEC source: 0000108985-20-000051 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362.465 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 19:31 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 1.028 | $44.55 | $45.79 |
DisclosureSEC source: 0000108985-20-000051 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255.114 Read SEC document |
| January 16, 2020 Filed Jan 16, 2020 19:54 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 15.764 | $43.92 | $692.41 |
DisclosureSEC source: 0000108985-20-000010 · primary_doc.xml · nonDerivative · entry 2 Wheeler Mark A · CIK 0001790103 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254.086 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 19:54 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 0.972 | $44.00 | $42.77 |
DisclosureSEC source: 0000108985-20-000010 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238.322 Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 14:26 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 237.35 | $42.13 | $10,000.01 |
DisclosureSEC source: 0000108985-19-000131 · primary_doc.xml · nonDerivative · entry 1 Wheeler Mark A · CIK 0001790103 · chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237.35 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.