Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
H2O AMERICA
Report date February 01, 2023 · Filed February 14, 2023
Section 16 reporting ended · disclosed 2023-02-14. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| April 29, 2020 Filed May 1, 2020 20:55 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000103 · wf-form4_158836653383578.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,410 F1 · shares: Represents 1,281 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2021 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 90,424 shares of the issuer's common stock, 1,281 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.25 | $67,250.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 8 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,129 F8 · balance_after: Includes 89,122 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.20 | $67,200.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 7 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,129 F7 · balance_after: Includes 88,122 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.14 | $67,140.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 6 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,129 F6 · balance_after: Includes 87,122 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.19 | $67,190.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 5 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,129 F5 · balance_after: Includes 86,122 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 500 | $67.32 | $33,660.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 4 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,129 F4 · balance_after: Includes 85,122 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.19 | $67,190.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 3 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,629 F3 · balance_after: Includes 84,622 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.24 | $67,240.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 2 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,629 F2 · balance_after: Includes 83,622 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 16:15 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 1,000 | $67.24 | $67,240.00 |
DisclosureSEC source: 0000766829-19-000144 · wf-form4_157374812213612.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,629 F1 · balance_after: Includes 82,622 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares ofthe issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:26 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000086 · wf-form4_155622755164435.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,629 F1 · shares: Represents 1,302 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2020 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 81,622 shares of the issuer's common stock, 1,302 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 00:22 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000100 · wf-form4_152478849331201.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,327 F1 · shares: Represents 1,055 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2019 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 80,567 shares of the issuer's common stock, 1,055 shares of the issuer's common stock underlying restricted stock units, and 2,705 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 22:20 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 48 | $56.97 | $2,734.56 |
DisclosureSEC source: 0000766829-18-000004 · wf-form4_151493163813379.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,272 F1 · shares: The securities represent deferred shares of the issuer's common stock credited to the reporting person's deferred compensation account pursuant to dividend equivalent rights. Those rights resulted initially in the addition of cash sums to the account equal to the dividends which would have been paid during the 2017 calendar year on the deferred stock credited to such account had that stock actually been issued and outstanding on each dividend payment date, and the accumulated sums were then converted into additional shares of deferred stock on January 2, 2018 based on the average of the closing prices of the issuer's common stock on each of the dates during the 2017 calendar year on which actual dividends on the common stock were paid. The resulting shares will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of service as a member of the issuer's board of directors. F1 · price: The securities represent deferred shares of the issuer's common stock credited to the reporting person's deferred compensation account pursuant to dividend equivalent rights. Those rights resulted initially in the addition of cash sums to the account equal to the dividends which would have been paid during the 2017 calendar year on the deferred stock credited to such account had that stock actually been issued and outstanding on each dividend payment date, and the accumulated sums were then converted into additional shares of deferred stock on January 2, 2018 based on the average of the closing prices of the issuer's common stock on each of the dates during the 2017 calendar year on which actual dividends on the common stock were paid. The resulting shares will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of service as a member of the issuer's board of directors. F2 · balance_after: Includes 79,412 shares of the issuer's common stock, 1,155 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms, and 2,705 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 23:02 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000072 · wf-form4_149333411948498.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,224 F1 · shares: Represents 1,155 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2018 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 79,412 shares of the issuer's common stock, 1,155 shares of the issuer's common stock underlying restricted stock units, and 2,657 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 23:52 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 50 | $41.94 | $2,097.00 |
DisclosureSEC source: 0000766829-17-000004 · wf-form4_148348754287404.xml · nonDerivative · entry 1 Van Valer Robert A · CIK 0001359434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,069 F1 · shares: The securities represent deferred shares of the issuer's common stock credited to the reporting person's deferred compensation account pursuant to dividend equivalent rights. Those rights resulted initially in the addition of cash sums to the account equal to the dividends which would have been paid during the 2016 calendar year on the deferred stock credited to such account had that stock actually been issued and outstanding on each dividend payment date, and the accumulated sums were then converted into additional shares of deferred stock on January 3, 2017 based on the average of the closing selling prices of the issuer's common stock on each of the dates during the 2016 calendar year on which actual dividends on the common stock were paid. The resulting shares will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of service as a member of the issuer's board of directors. F2 · balance_after: Includes 78,455 shares of the issuer's common stock, 957 shares of the issuer's common stock underlying restricted stock units, and 2,657 shares of deferred stock which will be distributed as actual shares of the issuer's common stock following the reporting person's cessation of board service. 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.