Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | Director | April 27, 2022 | April 29, 2022 |
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.
H2O AMERICA
Report date April 27, 2022 · Filed April 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,353 |
Reported balance
After 2022-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-27 · Grant · Acquired 1,554 · Balance 5,353 F1: Represents 1,554 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 2023 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2: Represents 3,799 shares of the issuer's common stock and 1,554 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. |
| Common StockSEC Table I · non-derivative | IndirectBy The Bishop Family Trust | 10,363 |
Reported balance
Holding disclosure · report date 2022-04-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,363 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,554 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 2023 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.
F2: Represents 3,799 shares of the issuer's common stock and 1,554 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms.
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 27, 2022 Filed Apr 29, 2022 19:06 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-22-000096 · wf-form4_165125916319831.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,353 F1 · shares: Represents 1,554 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 2023 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 3,799 shares of the issuer's common stock and 1,554 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 17:31 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000073 · wf-form4_161980387381431.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,799 F1 · shares: Represents 1,216 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 2022 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,583 shares of the issuer's common stock and 1,216 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| April 29, 2020 Filed May 1, 2020 19:21 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000091 · wf-form4_158836086871867.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583 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: Represents 1,302 shares of the issuer's common stock and 1,281 shares of the issuer's restricted stock units. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:29 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000090 · wf-form4_155622777864753.xml · nonDerivative · entry 3 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Bishop Family Trust Disclosed balance after: 10,363 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:29 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000090 · wf-form4_155622777864753.xml · nonDerivative · entry 2 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. F4 · balance_after: Represents 1,302 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:29 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000090 · wf-form4_155622777864753.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,357 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: Represents 2,357 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:20 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000105 · wf-form4_152486403626533.xml · nonDerivative · entry 3 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Bishop Family Trust Disclosed balance after: 9,308 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:20 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000105 · wf-form4_152486403626533.xml · nonDerivative · entry 2 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,055 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. F4 · balance_after: Represents 1,055 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:20 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000105 · wf-form4_152486403626533.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210 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: Represents 2,210 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 22:59 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000070 · wf-form4_149333392671911.xml · nonDerivative · entry 3 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Bishop Family Trust Disclosed balance after: 8,153 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 22:59 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000070 · wf-form4_149333392671911.xml · nonDerivative · entry 2 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,155 F3 · shares: Represents shares of the issuer's common stock issued in the name of The Bishop Family Trust upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. F4 · balance_after: Represents 1,155 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 22:59 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000070 · wf-form4_149333392671911.xml · nonDerivative · entry 1 Bishop Walter J. · CIK 0001546566 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112 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: Represents 2,112 shares of the issuer's common stock underlying restricted stock units. 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.