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AVILA-WALKER WENDY

Disclosed activity across 1 company

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131597
SEC CIK
0001766539

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
H2O AMERICASJW · Entity 4308VP of Finance, ControllerJanuary 04, 2022January 06, 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 January 04, 2022 · Filed January 06, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect5,806 Reported balance After 2022-01-04 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2022-01-04 · Tax withholding · Disposed 165 · Balance 5,806

F1: Represents 165 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2022 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2: Represents 3,513 shares of the issuer's common stock and 2,293 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Filing footnotes · ownership attribution and instrument terms

F1: Represents 165 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2022 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2: Represents 3,513 shares of the issuer's common stock and 2,293 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 04, 2022 Filed Jan 6, 2022 20:44 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 165 $70.90 $11,698.50
Disclosure

SEC source: 0000766829-22-000029 · wf-form4_164150188039483.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,806

F1 · shares: Represents 165 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2022 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 3,513 shares of the issuer's common stock and 2,293 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 20:04 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 294 $72.76 $21,391.44
Disclosure

SEC source: 0000766829-22-000011 · wf-form4_164141308176297.xml · nonDerivative · entry 2

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,971

F3 · shares: Represents 294 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2022 pursuant to the terms of the January 2, 2019 and January 2, 2020 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents 3,275 shares of the issuer's common stock and 2,696 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 20:04 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,151 $0.00 $0.00
Disclosure

SEC source: 0000766829-22-000011 · wf-form4_164141308176297.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,265

F1 · shares: Represents 1,151 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 2,850 shares of the issuer's common stock and 3,415 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
July 30, 2021 Filed Aug 17, 2021 20:49 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 124 $58.59 $7,265.16
Disclosure

SEC source: 0000766829-21-000113 · wf-form4_162923332750832.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,114

F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,850 shares of the issuer's common stock and 2,264 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
April 26, 2021 Filed Apr 28, 2021 18:31 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 40 $67.36 $2,694.40
Disclosure

SEC source: 0000766829-21-000063 · wf-form4_161963467015877.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,990

F1 · shares: Represents 40 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on April 26, 2021 pursuant to the terms of the April 25, 2018 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities on the Form 4 filed on February 14, 2019, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,726 shares of the issuer's common stock and 2,264 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 29, 2021 Filed Feb 11, 2021 00:15 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 265 $56.24 $14,903.60
Disclosure

SEC source: 0000766829-21-000031 · wf-form4_161300253544404.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,030

F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,648 shares of the issuer's common stock and 2,382 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 21:24 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 335 $68.29 $22,877.15
Disclosure

SEC source: 0000766829-21-000017 · wf-form4_160996822625516.xml · nonDerivative · entry 2

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,765

F3 · shares: Represents 335 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2021 pursuant to the terms of the January 2, 2018, January 2, 2019, and January 2, 2020 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents 2,383 shares of the issuer's common stock and 2,382 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 21:24 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,209 $0.00 $0.00
Disclosure

SEC source: 0000766829-21-000017 · wf-form4_160996822625516.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,100

F1 · shares: Represents 1,209 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 1,899 shares of the issuer's common stock and 3,201 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
December 08, 2020 Filed Dec 9, 2020 22:30 UTC H2O AMERICA SJW · Entity 4308 SaleCommon Stock 550 $67.21 $36,965.50
Disclosure

SEC source: 0000766829-20-000168 · wf-form4_160755301354471.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,891

F1 · balance_after: Represents 1,899 shares of the issuer's common stock and 1,992 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
July 31, 2020 Filed Aug 25, 2020 19:28 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 130 $53.09 $6,901.70
Disclosure

SEC source: 0000766829-20-000131 · wf-form4_159838371693955.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,441

F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,449 shares of the issuer's common stock and 1,992 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
April 27, 2020 Filed Apr 29, 2020 20:20 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 40 $60.92 $2,436.80
Disclosure

SEC source: 0000766829-20-000084 · wf-form4_158819162047847.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,311

F1 · shares: Represents 40 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on April 25, 2020 pursuant to the terms of the April 25, 2018 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities on the Form 4 filed on February 14, 2019, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,319 shares of the issuer's common stock and 1,992 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 31, 2020 Filed Feb 12, 2020 23:20 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 237 $62.35 $14,776.95
Disclosure

SEC source: 0000766829-20-000042 · wf-form4_158154960650338.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,351

F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,242 shares of the issuer's common stock and 2,109 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2020 Filed Jan 7, 2020 23:40 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 39 $69.84 $2,723.76
Disclosure

SEC source: 0000766829-20-000028 · wf-form4_157844041183437.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,114

F1 · shares: Represents 39 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,005 shares of the issuer's common stock and 2,109 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2020 Filed Jan 6, 2020 22:42 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 196 $69.63 $13,647.48
Disclosure

SEC source: 0000766829-20-000013 · wf-form4_157835052354925.xml · nonDerivative · entry 2

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,153

F3 · shares: Represents 196 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2020 pursuant to the terms of the January 2, 2018 and January 2, 2019 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the Restricted Stock Units were granted and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents 1,947 shares of the issuer's common stock and 2,206 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2020 Filed Jan 6, 2020 22:42 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,006 $0.00 $0.00
Disclosure

SEC source: 0000766829-20-000013 · wf-form4_157835052354925.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,349

F1 · shares: Represents 1,006 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 1,660 shares of the issuer's common stock and 2,689 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
July 31, 2019 Filed Aug 23, 2019 22:28 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 159 $55.16 $8,770.44
Disclosure

SEC source: 0000766829-19-000112 · wf-form4_156659931090312.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,343

F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 1,660 shares of the issuer's common stock and 1,683 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
April 25, 2019 Filed Apr 26, 2019 18:46 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 39 $60.66 $2,365.74
Disclosure

SEC source: 0000766829-19-000103 · wf-form4_155630436271662.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,184

F1 · shares: Represents 39 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on April 25, 2019 pursuant to the terms of the April 25, 2018 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities on the Form 4 filed on February 14, 2019, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 1,501 shares of the issuer's common stock and 1,683 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 31, 2019 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 245 $50.96 $12,485.20
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 17

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,223

F29 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the ESPP.

F30 · balance_after: Includes 1,800 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 1,423 shares of the Issuer's common stock.

Read SEC document
January 04, 2019 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 74 $56.83 $4,205.42
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 16

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,978

F27 · shares: Represents 74 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 4, 2016.

F28 · balance_after: Includes 1,800 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 1,178 shares of the Issuer's common stock.

Read SEC document
January 03, 2019 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 39 $55.05 $2,146.95
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 15

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,052

F25 · shares: Represents 39 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 3, 2017.

F26 · balance_after: Includes 1,982 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 1,070 shares of the Issuer's common stock.

Read SEC document
January 02, 2019 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 40 $54.74 $2,189.60
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 14

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,091

F23 · shares: Represents 40 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 2, 2018.

F24 · balance_after: Includes 2,079 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 1,012 shares of the Issuer's common stock.

Read SEC document
January 02, 2019 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,151 $0.00 $0.00
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 13

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,131

F21 · shares: Represents 1,151 shares of the common stock underlying RSUs granted to the Reporting Person under the Issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the Reporting Person's each year of services with the Issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F22 · balance_after: Includes 952 shares of the Issuer's common stock (including 199 shares of the Issuer's common stock issued on July 31, 2018 to the Reporting person pursuant to the ESPP) and 2,179 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms.

Read SEC document
April 25, 2018 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 352 $0.00 $0.00
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 12

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,781

F19 · shares: Represents 352 shares of the common stock underlying RSUs granted to the Reporting Person under the Issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the Reporting Person's each year of services with the Issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F20 · balance_after: Includes 753 shares of the Issuer's common stock (including 238 shares of the Issuer's common stock issued on January 31, 2018 to the Reporting person pursuant to the ESPP) and 1,028 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms.

Read SEC document
January 04, 2018 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 79 $61.82 $4,883.78
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 11

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,191

F8 · shares: Represents 79 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 4, 2016.

F18 · balance_after: Includes 676 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 515 shares of the Issuer's common stock.

Read SEC document
January 03, 2018 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 42 $62.87 $2,640.54
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 10

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,270

F16 · shares: Represents 42 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 3, 2017.

F17 · balance_after: Includes 858 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 412 shares of the Issuer's common stock.

Read SEC document
January 02, 2018 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 9

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,312

F14 · shares: Represents 300 shares of the common stock underlying RSUs granted to the Reporting Person under the Issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the Reporting Person's each year of services with the Issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F15 · balance_after: Includes 955 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 357 shares of the Issuer's common stock.

Read SEC document
January 02, 2018 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 68 $63.47 $4,315.96
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 8

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,012

F12 · shares: Represents 68 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 2, 2015.

F13 · balance_after: Includes 357 shares of the Issuer's common stock (including 269 shares of the Issuer's common stock issued on July 31, 2017 to the Reporting person pursuant to the ESPP) and 655 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms.

Read SEC document
June 29, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 SaleCommon Stock 272 $52.31 $14,228.32
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 7

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 811

F11 · balance_after: Includes 811 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms.

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June 14, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 SaleCommon Stock 288 $52.41 $15,094.08
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 6

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,083

F10 · balance_after: Includes 272 shares of the Issuer's common stock issued on January 31, 2017 to the Reporting person pursuant to the ESPP and 811 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms.

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January 04, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 79 $55.30 $4,368.70
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 5

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,099

F8 · shares: Represents 79 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 4, 2016.

F9 · balance_after: Includes 811 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 288 shares of the Issuer's common stock.

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January 03, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 4

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,178

F6 · shares: Represents 291 shares of the common stock underlying RSUs granted to the Reporting Person under the Issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the Reporting Person's each year of services with the Issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F7 · balance_after: Includes 992 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 186 shares of the Issuer's common stock.

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January 03, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 68 $55.14 $3,749.52
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 3

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 887

F4 · shares: Represents 68 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 2, 2015.

F5 · balance_after: Includes 701 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 186 shares of the Issuer's common stock.

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January 03, 2017 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 75 $55.14 $4,135.50
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 2

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 955

F2 · shares: Represents 75 shares of common stock withheld by the Issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of RSUs granted on January 2, 2014.

F3 · balance_after: Includes 857 shares of the Issuer's common stock underlying RSU that will vest and become issuable in accordance with their terms and 98 shares of the Issuer's common stock.

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September 13, 2016 Filed Feb 14, 2019 17:57 UTC H2O AMERICA SJW · Entity 4308 SaleCommon Stock 321 $42.57 $13,664.97
Disclosure

SEC source: 0000766829-19-000046 · wf-form4_155016700667192.xml · nonDerivative · entry 1

AVILA-WALKER WENDY · CIK 0001766539 · VP of Finance, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,030

F1 · balance_after: Represents the total securities beneficially owned by the Reporting Person as a result of various transactions occurred prior to September 13, 2016, which transactions consist of grants of restricted stock units ("RSUs"), issuance of shares under the Issuer's Employee Stock Purchase Plan (the "ESPP"), holdback of shares upon vesting of RSUs as payment for withholding taxes, and open market sales.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.