Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | March 01, 2022 | March 03, 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.
CALIFORNIA WATER SERVICE GROUP
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,257 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Grant · Acquired 1,650 · Balance 16,257 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MOLINA HEALTHCARE, INC.
Report date February 02, 2018 · Filed February 07, 2018
Section 16 reporting ended · disclosed 2018-02-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,922.5 |
Reported balance
After 2018-02-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-02 · Tax withholding · Disposed 17,365 · Balance 49,922.5 F1: The shares were applied to payment of withholding taxes with respect to the accelerated vesting of 36,939 shares on February 2, 2018, in connection with Ms. Bayer's retirement from her position as chief operating officer. F2: Represents the closing price of the Issuer's stock on February 2, 2018. |
| Common StockSEC Table I · non-derivative | Direct | 28,730.5 |
Reported balance
After 2018-02-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-02-02 · Disposition to issuer · Disposed 21,192 · Balance 28,730.5 F3: Represents forfeiture of performance-based restricted stock awards that were subject to vesting upon certain performance metrics, in connection with Ms. Bayer's retirement. F4: 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; the remainder of the shares are vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were applied to payment of withholding taxes with respect to the accelerated vesting of 36,939 shares on February 2, 2018, in connection with Ms. Bayer's retirement from her position as chief operating officer.
F2: Represents the closing price of the Issuer's stock on February 2, 2018.
F3: Represents forfeiture of performance-based restricted stock awards that were subject to vesting upon certain performance metrics, in connection with Ms. Bayer's retirement.
F4: 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; the remainder of the shares are vested.
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 01, 2022 Filed Mar 3, 2022 17:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003558 · marketforms-55655.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,257 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 |
| June 21, 2021 Filed Jun 23, 2021 16:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GiftCommon Stock | 85 | $56.60 | $4,811.00 |
DisclosureSEC source: 0001214659-21-006863 · marketforms-53193.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,607 F1 · price: The price reported above reflects the average of the high and low stock price on the date of the gift. 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 |
| June 15, 2021 Filed Jun 15, 2021 21:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,554 | $58.47 | $90,862.38 |
DisclosureSEC source: 0001214659-21-006611 · marketforms-53146.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,692 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.43 to 58.52. The price reported above reflects the 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 |
| March 02, 2021 Filed Mar 3, 2021 23:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002679 · marketforms-51714.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,246 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 21:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000216 · marketforms-50847.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,717 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 00:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002328 · marketforms-48171.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,499 Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001978 · marketforms-44509.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,869 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001964 · marketforms-41331.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,315 Read SEC document |
| February 02, 2018 Filed Feb 7, 2018 01:01 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Disposition to issuerCommon Stock | 21,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001179929-18-000030 · wf-form4_151796527504333.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,730.5 F3 · kind: Represents forfeiture of performance-based restricted stock awards that were subject to vesting upon certain performance metrics, in connection with Ms. Bayer's retirement. F4 · balance_after: 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; the remainder of the shares are vested. Read SEC document |
| February 02, 2018 Filed Feb 7, 2018 01:01 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 17,365 | $90.63 | $1,573,789.95 |
DisclosureSEC source: 0001179929-18-000030 · wf-form4_151796527504333.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,922.5 F1 · kind: The shares were applied to payment of withholding taxes with respect to the accelerated vesting of 36,939 shares on February 2, 2018, in connection with Ms. Bayer's retirement from her position as chief operating officer. F2 · price: Represents the closing price of the Issuer's stock on February 2, 2018. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 23:50 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 2,804 | $91.63 | $256,930.52 |
DisclosureSEC source: 0001179929-18-000028 · wf-form4_151675139411439.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,287.5 F3 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on December 13, 2017. F4 · price: Represents the actual selling price for all 2,804 shares. F5 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F6 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 23:50 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,088 | $91.83 | $99,911.04 |
DisclosureSEC source: 0001179929-18-000028 · wf-form4_151675139411439.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,091.5 F1 · kind: The shares were withheld for payment of taxes with respect to vesting of 2,865 shares on January 19, 2018, upon the Company achieving a three-year Total Stockholder Return (TSR) as determined by ISS calculations that is greater than the median TSR achieved by the Company's ISS peer group for the three-year period ending December 31, 2017. F2 · price: Represents the closing price of the Issuer's common stock on January 19, 2018. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:59 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 3,299 | $80.00 | $263,920.00 |
DisclosureSEC source: 0001179929-17-000219 · wf-form4_151001635981493.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,179.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on May 12, 2017. F3 · price: Represents the actual selling price for all 3,299 shares. F4 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F5 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 00:59 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 5,778 | $76.00 | $439,128.00 |
DisclosureSEC source: 0001179929-17-000219 · wf-form4_151001635981493.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,478.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on May 12, 2017. F2 · price: Represents the actual selling price for all 5,778 shares. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 21:52 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 415 | $69.24 | $28,734.60 |
DisclosureSEC source: 0001179929-17-000162 · wf-form4_149929153673012.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,256.5 F3 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on May 12, 2017. The sale previously reported on June 14, 2017 was also pursuant to the Reporting Person's 10b5-1 Plan established on May 12, 2017, not the 10b5-1 Plan established on March 15, 2017. F4 · price: Represents the actual selling price for all 415 shares. F5 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F6 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:52 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 350 | $54.26 | $18,991.00 |
DisclosureSEC source: 0001179929-17-000162 · wf-form4_149929153673012.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,671.5 F1 · kind: The shares were acquired under the Molina Healthcare, Inc. 2011 Employee Stock Purchase Plan. F2 · price: Represents the closing price of Issuer's common stock on December 30, 2016. The purchase price is based on the stock's lower market price as of the two following dates: (1) January 1, 2017, the first day of the ESPP offering period, and (2) June 30, 2017, the last day of the ESPP offering period. Read SEC document |
| June 14, 2017 Filed Jun 17, 2017 00:36 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 15,088 | $70.00 | $1,056,160.00 |
DisclosureSEC source: 0001179929-17-000132 · wf-form4_149765976467425.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,321.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on March 15, 2017. F2 · price: Represents the actual selling price for all 15,088 shares. F3 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F4 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 01:31 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 283 | $67.47 | $19,094.01 |
DisclosureSEC source: 0001179929-17-000130 · wf-form4_149749027776226.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,409.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on March 15, 2017. F2 · price: Represents the actual selling price for all 283 shares. F3 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F4 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| May 11, 2017 Filed May 11, 2017 22:02 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 9,673 | $66.71 | $645,310.98 |
DisclosureSEC source: 0001179929-17-000103 · wf-form4_149454012048758.xml · nonDerivative · entry 3 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,692.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on March 15, 2017. F4 · price: Represents the weighted average selling price with a selling price range between $66.12 and $68.15. F5 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F6 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:02 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 17,096 | $66.97 | $1,144,994.34 |
DisclosureSEC source: 0001179929-17-000103 · wf-form4_149454012048758.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,365.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on March 15, 2017. F3 · price: Represents the weighted average selling price with a selling price range between $66.74 and $67.30. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:02 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 7,952 | $67.79 | $539,051.77 |
DisclosureSEC source: 0001179929-17-000103 · wf-form4_149454012048758.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,461.5 F1 · kind: The sale was made pursuant to Reporting Person's Rule 10b5-1 Trading Plan that was established on March 15, 2017. F2 · price: Represents the weighted average selling price with a selling price range between $67.29 and $68.30. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:56 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,496 | $45.60 | $68,217.60 |
DisclosureSEC source: 0001179929-17-000084 · wf-form4_149133936964003.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,413.5 F1 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 2,866 shares on April 1, 2017. F2 · price: Represents the closing price of the Issuer's common stock on March 31, 2017. F3 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F4 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 2,866 shares shall vest on April 1, 2018; the remainder of the shares are vested. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:31 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 2,690 | $48.52 | $130,518.80 |
DisclosureSEC source: 0001179929-17-000065 · wf-form4_148901229423162.xml · nonDerivative · entry 3 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,909.5 F4 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 5,155 shares on March 7, 2017. F2 · price: Represents the closing price of the Issuer's common stock on March 7, 2017. F5 · balance_after: The shares vest as follows: (i) 16,033 shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (v) 7,731 shares shall vest upon the Company's achievement of certain business development targets; (vi) 10,309 shares shall vest in two increments on each of March 7, 2018 and March 7, 2019; continued F6 · balance_after: (vii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (viii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (ix) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (x) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xi) 5,732 shares shall vest one half on each of April 1, 2017 and April 1, 2018; the remainder of the shares are vested. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:31 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,345 | $48.52 | $65,259.40 |
DisclosureSEC source: 0001179929-17-000065 · wf-form4_148901229423162.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,599.5 F3 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 2,577 shares on March 7, 2017, upon the Company's achievement of a certain business development target (Board approved acquisition). F2 · price: Represents the closing price of the Issuer's common stock on March 7, 2017. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:31 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 2,078 | $48.52 | $100,824.56 |
DisclosureSEC source: 0001179929-17-000065 · wf-form4_148901229423162.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,944.5 F1 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 5,154 shares on March 7, 2017, upon the Company's 2016 STARS ratings achievement. F2 · price: Represents the closing price of the Issuer's common stock on March 7, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:05 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Disposition to issuerCommon Stock | 34,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001179929-17-000057 · wf-form4_148858230651494.xml · nonDerivative · entry 4 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,022.5 F5 · kind: Represents the forfeiture of performance-based restricted stock grants granted to the Reporting Person on each of March 1, 2014, April 1, 2015, and March 7, 2016 that were eligible to vest upon certain financial performance objectives. Upon grant, the target vesting amounts were reported in Table 1 of Form 4. The Company determined that, based on the Company's performance over the applicable performance period, the shares are forfeited. F6 · balance_after: The shares vest as follows: (i) The 16,033 newly granted shares shall vest in one-third increments over three years, on each of March 1, 2018, March 1, 2019, and March 1, 2020; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2016 STARS ratings; (v) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (vi) 10,308 shares shall vest upon the Company's achievement of certain business development targets; (vii) 15,464 shares shall vest in one-third increments, on each of March 7, 2017, March 7, 2018, and March 7, 2019; continued F7 · balance_after: (viii) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (ix) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (x) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (xi) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; and (xii) 5,732 shares shall vest one half on each of April 1, 2017, and April 1, 2018; the remainder of the shares are vested. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:05 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,077 | $49.40 | $53,203.80 |
DisclosureSEC source: 0001179929-17-000057 · wf-form4_148858230651494.xml · nonDerivative · entry 3 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,128.5 F4 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 2,865 shares on March 1, 2017, upon the Company's fiscal year 2016 annual premium revenue achievement. F2 · price: Represents the closing price of the Issuer's common stock on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:05 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,746 | $49.40 | $86,252.40 |
DisclosureSEC source: 0001179929-17-000057 · wf-form4_148858230651494.xml · nonDerivative · entry 2 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,205.5 F3 · kind: The shares were applied to the payment of withholding taxes arising in connection with the vesting of 4,644 shares on March 1, 2017. F2 · price: Represents the closing price of the Issuer's common stock on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:05 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | GrantCommon Stock | 16,033 | $49.40 | $792,030.20 |
DisclosureSEC source: 0001179929-17-000057 · wf-form4_148858230651494.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,951.5 F1 · kind: Grant of restricted stock under the Issuer's 2011 Equity Incentive Plan. F2 · price: Represents the closing price of the Issuer's common stock on March 1, 2017. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001577 · marketforms-38149.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,231 Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 23:20 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | Tax withholdingCommon Stock | 1,840 | $58.47 | $107,584.80 |
DisclosureSEC source: 0001179929-17-000030 · wf-form4_148478164051372.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,918.5 F1 · kind: The shares were withheld for payment of taxes with respect to vesting of 4,644 shares on January 16, 2017, upon the Company achieving a three-year Total Stockholder Return (TSR) as determined by ISS calculations that is greater than the median TSR achieved by the Company's ISS peer group for the three-year period ending December 31, 2016. F2 · price: Represents the closing price of the Issuer's common stock on January 13, 2017. F3 · balance_after: The shares vest as follows: (i) 5,154 shares shall vest based on the Company's 2016 after tax profit margin; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2016 STARS ratings; (v) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (vi) 10,308 shares shall vest upon the Company's achievement of certain business development targets; and (vii) 15,464 shares shall vest in one-third increments, on each of March 7, 2017, March 7, 2018, and March 7, 2019; (viii) 2,865 shares shall vest based on the Company's fiscal year 2016 annual premium revenue achievement; continued F4 · balance_after: (ix) 2,865 shares shall vest based on the Company's fiscal year 2016 net profit margin achievement; (x) 2,865 shares shall vest based on the Company's pre-tax income in fiscal year 2016; (xi) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (xii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (xiii) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (xiv) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; (xv) 5,732 shares shall vest one half on each of April 1, 2017, and April 1, 2018, continued F5 · balance_after: (xvi) 11,611 shares shall vest upon the Company achieving a three-year EBITDA margin percentage for the three-year period ending December 31, 2016 equal to or greater than 4.0%; (xvii) 11,611 of shares shall vest upon the Company achieving a cumulative earnings per share of at least $8.50 for the three year period ending December 31, 2016; and (xiii) 4,644 shares vest on March 1, 2017. The remainder of the shares are vested. Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 20:02 UTC | MOLINA HEALTHCARE, INC. MOH · Entity 3504 | SaleCommon Stock | 7,825 | $60.00 | $469,500.00 |
DisclosureSEC source: 0001179929-16-000391 · wf-form4_147742576298263.xml · nonDerivative · entry 1 BAYER TERRY · CIK 0001305822 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,758.5 F1 · kind: The exercise and same-day sale were made pursuant to the Reporting Person's 10b5-1 Trading Plan that was established on May 27, 2016. F2 · price: Represents the actual selling price for all 7,825 shares. F3 · balance_after: The shares vest as follows: (i) 5,154 shares shall vest based on the Company's 2016 after tax profit margin; (ii) 5,154 shares shall vest based on the Company's 2017 after tax profit margin; (iii) 5,154 shares shall vest based on the Company's 2018 after tax profit margin; (iv) 5,154 shares shall vest based upon the Company's 2016 STARS ratings; (v) 5,154 shares shall vest based upon the Company's 2017 STARS ratings; (vi) 10,308 shares shall vest upon the Company's achievement of certain business development targets; and (vii) 15,464 shares shall vest in one-third increments, on each of March 7, 2017, March 7, 2018, and March 7, 2019; (viii) 2,865 shares shall vest based on the Company's fiscal year 2016 annual premium revenue achievement; continued F4 · balance_after: (ix) 2,865 shares shall vest based on the Company's fiscal year 2016 net profit margin achievement; (x) 2,865 shares shall vest based on the Company's pre-tax income in fiscal year 2016; (xi) 2,865 shares shall vest based on the Company's 2017 annual premium revenue achievement; (xii) 2,865 shares shall vest based on the Company's 2017 net profit margin achievement; (xiii) 2,865 shares shall vest based on pre-tax income in fiscal year 2017; (xiv) 2,865 shares shall vest upon the Company's achieving a three-year Total Stockholder Return (TSR) for the three-year period ending December 31, 2017 as determined by ISS calculations that is greater than the median TSR achieved by the Company's 2015 ISS peer group; (xv) 5,732 shares shall vest one half on each of April 1, 2017, and April 1, 2018, continued F5 · balance_after: (xvi) 4,644 shares shall vest upon the Company achieving three-year TSR as determined by ISS calculations that is greater than the median TSR achieved by the Company's ISS peer group for the three-year period ending December 31, 2016; (xvii) 11,611 shares shall vest upon the Company achieving a three-year EBITDA margin percentage for the three-year period ending December 31, 2016 equal to or greater than 4.0%; (xviii) 11,611 of shares shall vest upon the Company achieving a cumulative earnings per share of at least $8.50 for the three year period ending December 31, 2016; and (xix) 4,644 shares vest on March 1, 2017. The remainder of the shares are vested. 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.