Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | March 07, 2023 | March 09, 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 March 07, 2023 · Filed March 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,420 |
Reported balance
After 2023-03-07 transaction · row 1
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 780 · Balance 20,420 F1: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests on May 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests on May 31, 2023.
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 |
|---|---|---|---|---|---|---|
| March 07, 2023 Filed Mar 9, 2023 23:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 780 | $58.83 | $45,887.40 |
DisclosureSEC source: 0001127602-23-009657 · form4.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,420 F1 · shares: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests on May 31, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003563 · marketforms-55661.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,640 F1 · shares: Restricted stock granted 03/01/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002685 · marketforms-51719.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,990 F1 · shares: Restricted stock granted 03/02/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000213 · marketforms-50852.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,461 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002333 · marketforms-48176.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,098 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 10,000 | $49.56 | $495,626.00 |
DisclosureSEC source: 0001214659-19-007280 · marketforms-46139.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,283 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.37 to $49.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 23:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 10,000 | $55.54 | $555,400.00 |
DisclosureSEC source: 0001214659-19-005394 · marketforms-45525.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,332.19 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.31 to $55.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 30, 2019 Filed May 31, 2019 18:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 5,177 | $49.17 | $254,532.38 |
DisclosureSEC source: 0001214659-19-003919 · marketforms-45103.xml · nonDerivative · entry 2 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,332.19 F2 · price: This transaction was executed in a single trade at a price of $49.166. Read SEC document |
| May 30, 2019 Filed May 31, 2019 18:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 4,823 | $49.04 | $236,495.81 |
DisclosureSEC source: 0001214659-19-003919 · marketforms-45103.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,509.19 F1 · price: This transaction was executed in a single trade at a price of $49.035. Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 01:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001983 · marketforms-44513.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,332.19 Read SEC document |
| August 01, 2018 Filed Feb 13, 2019 01:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 198.8127 | $40.20 | $7,992.27 |
DisclosureSEC source: 0001214659-19-001063 · marketforms-44118.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,778.1873 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001963 · marketforms-41336.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,977 Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001612 · marketforms-38180.xml · nonDerivative · entry 1 NELSON PETER C · CIK 0001241863 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,839 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.