Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN STATES WATER COAWR · Entity 4127 | Director | August 16, 2021 | August 17, 2021 |
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.
AMERICAN STATES WATER CO
Report date August 16, 2021 · Filed August 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 16,229.2623 |
Reported balance
After 2021-08-16 transaction · row 1
1 source rowRow 1 · 2021-08-16 · Sale · Disposed 2,225 · Balance 16,229.2623 |
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 |
|---|---|---|---|---|---|---|
| August 16, 2021 Filed Aug 17, 2021 16:03 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | SaleCommon Shares | 2,225 | $89.87 | $199,960.75 |
DisclosureSEC source: 0001209191-21-051773 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,229.2623 Read SEC document |
| May 18, 2021 Filed May 19, 2021 22:45 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 516.2623 | $77.48 | $40,000.00 |
DisclosureSEC source: 0001209191-21-034151 · doc4.xml · nonDerivative · entry 2 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,454.2623 Read SEC document |
| January 16, 2021 Filed May 19, 2021 22:45 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 1.8054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034151 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,938 F1 · shares: Adjustment due to partial share Read SEC document |
| May 19, 2020 Filed May 21, 2020 19:17 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 508.1946 | $78.71 | $40,000.00 |
DisclosureSEC source: 0001209191-20-031215 · doc4.xml · nonDerivative · entry 2 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,936.1946 Read SEC document |
| January 14, 2020 Filed May 21, 2020 19:17 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.9666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031215 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,428 F1 · shares: Adjustment due to partial share Read SEC document |
| May 21, 2019 Filed May 22, 2019 23:10 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 545.0334 | $73.39 | $40,000.00 |
DisclosureSEC source: 0001209191-19-032171 · doc4.xml · nonDerivative · entry 3 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,427.0334 Read SEC document |
| January 09, 2019 Filed May 22, 2019 23:10 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.5977 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032171 · doc4.xml · nonDerivative · entry 2 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,882 F2 · shares: Adjustment due to partial share Read SEC document |
| August 31, 2018 Filed May 22, 2019 23:10 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 6.1999 | $60.43 | $374.66 |
DisclosureSEC source: 0001209191-19-032171 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,882.5977 F1 · shares: DER Units credited on 08/31/2018 as dividend at FMV Read SEC document |
| May 22, 2018 Filed May 24, 2018 23:57 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 1,362.3978 | $55.05 | $75,000.00 |
DisclosureSEC source: 0001209191-18-033226 · doc4.xml · nonDerivative · entry 3 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,876.3978 Read SEC document |
| January 12, 2018 Filed May 24, 2018 23:57 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 1.4072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033226 · doc4.xml · nonDerivative · entry 2 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,514 F2 · shares: Adjustment due to partial share Read SEC document |
| September 01, 2017 Filed May 24, 2018 23:57 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 8.6789 | $48.98 | $425.09 |
DisclosureSEC source: 0001209191-18-033226 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,515.4072 F1 · shares: DER Units credited on 09/01/2017 as dividend at FMV Read SEC document |
| May 23, 2017 Filed May 24, 2017 23:56 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 1,667.0371 | $44.99 | $75,000.00 |
DisclosureSEC source: 0001209191-17-035149 · doc4.xml · nonDerivative · entry 3 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,506.7283 Read SEC document |
| September 01, 2016 Filed May 24, 2017 23:56 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 8.0126 | $38.85 | $311.29 |
DisclosureSEC source: 0001209191-17-035149 · doc4.xml · nonDerivative · entry 2 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,839.6912 F2 · shares: DER units credited on 9/1/2016 as dividend at FMV Read SEC document |
| June 01, 2016 Filed May 24, 2017 23:56 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.7717 | $39.83 | $309.55 |
DisclosureSEC source: 0001209191-17-035149 · doc4.xml · nonDerivative · entry 1 Wilkins Janice F · CIK 0001520934 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,831.6786 F1 · shares: DER units credited on 6/1/2016 as dividend at FMV 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.