Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | VP of Finance, Controller | January 04, 2022 | January 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,806 |
Reported balance
After 2022-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| January 04, 2022 Filed Jan 6, 2022 20:44 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 165 | $70.90 | $11,698.50 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| June 14, 2017 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 288 | $52.41 | $15,094.08 |
DisclosureSEC 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. Read SEC document |
| January 04, 2017 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 79 | $55.30 | $4,368.70 |
DisclosureSEC 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. Read SEC document |
| January 03, 2017 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 291 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 03, 2017 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 68 | $55.14 | $3,749.52 |
DisclosureSEC 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. Read SEC document |
| January 03, 2017 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 75 | $55.14 | $4,135.50 |
DisclosureSEC 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. Read SEC document |
| September 13, 2016 Filed Feb 14, 2019 17:57 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 321 | $42.57 | $13,664.97 |
DisclosureSEC 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. 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.