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 | 56,413 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Grant · Acquired 1,650 · Balance 56,413 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Mother | 3,320 |
Reported balance
After 2022-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-03-01 · Other · Acquired 50 · Balance 3,320 F2: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. |
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.
F2: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother.
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 17:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003561 · marketforms-55658.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 3,320 F2 · balance_after: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003561 · marketforms-55658.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,413 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 00:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002682 · marketforms-51717.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 3,326 F2 · balance_after: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002682 · marketforms-51717.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,763 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 22:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000223 · marketforms-50850.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,234 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 01:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-20-002336 · marketforms-48174.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 3,314 F1 · price: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002336 · marketforms-48174.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,974 Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 19:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 20,000 | $56.73 | $1,134,520.00 |
DisclosureSEC source: 0001214659-19-005631 · marketforms-45679.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,344 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.65 to $56.99. 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 |
| March 05, 2019 Filed Mar 8, 2019 02:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001999 · marketforms-44512.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,344 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 1,302 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-001969 · marketforms-41324.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 3,109 F1 · price: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001969 · marketforms-41324.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,790 Read SEC document |
| March 06, 2018 Filed Mar 8, 2019 02:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 57 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-19-001999 · marketforms-44512.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 3,166 F1 · price: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 01:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | OtherCommon Stock | 1,807 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-001628 · marketforms-38179.xml · nonDerivative · entry 2 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mother Disclosed balance after: 69,513 F1 · price: The reporting person has investment power over these securities, which are held in an account for the reporting person's mother. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 01:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001628 · marketforms-38179.xml · nonDerivative · entry 1 MAGNUSON RICHARD P · CIK 0001241849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,706 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.