Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Chief Safety & Preparedness | June 05, 2021 | June 07, 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.
CALIFORNIA WATER SERVICE GROUP
Report date June 05, 2021 · Filed June 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,620.46 |
Reported balance
After 2021-06-05 transaction · row 1
1 source rowRow 1 · 2021-06-05 · Tax withholding · Disposed 63 · Balance 6,620.46 F1: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488.
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 |
|---|---|---|---|---|---|---|
| June 05, 2021 Filed Jun 7, 2021 17:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 63 | $56.66 | $3,569.58 |
DisclosureSEC source: 0001214659-21-006346 · marketforms-53061.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620.46 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 19:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 61 | $56.94 | $3,473.34 |
DisclosureSEC source: 0001214659-21-006298 · marketforms-53045.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,683.46 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #530. F2 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| May 05, 2021 Filed May 6, 2021 18:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 854 | $58.73 | $50,155.42 |
DisclosureSEC source: 0001214659-21-004975 · marketforms-52689.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,712.01 Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 987 | $52.96 | $52,271.52 |
DisclosureSEC source: 0001214659-21-002918 · marketforms-51798.xml · nonDerivative · entry 4 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,566.01 F4 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Performance Stock Unit (PSU) Award #459. F5 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002918 · marketforms-51798.xml · nonDerivative · entry 3 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,518.61 F3 · shares: On 3/6/2018, the reporting person was granted a Performance Stock Unit (PSU) of 1,173 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 146% payout of the original goal. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $52.96 | $3,018.72 |
DisclosureSEC source: 0001214659-21-002918 · marketforms-51798.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,805.61 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 72 | $52.96 | $3,813.12 |
DisclosureSEC source: 0001214659-21-002918 · marketforms-51798.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,862.61 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 275 | $53.21 | $14,632.75 |
DisclosureSEC source: 0001214659-21-002715 · marketforms-51749.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,934.61 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #530. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 21:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002715 · marketforms-51749.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,209.61 F1 · shares: Restricted stock granted 3/2/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 2, 2022, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 20:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $49.46 | $2,769.76 |
DisclosureSEC source: 0001214659-20-010252 · marketforms-50573.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,898.61 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. F3 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 20:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 70 | $49.46 | $3,462.20 |
DisclosureSEC source: 0001214659-20-010252 · marketforms-50573.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,917.57 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| September 06, 2020 Filed Sep 8, 2020 19:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $45.88 | $2,569.28 |
DisclosureSEC source: 0001214659-20-007719 · marketforms-49653.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,987.57 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| September 05, 2020 Filed Sep 8, 2020 19:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 70 | $45.88 | $3,211.60 |
DisclosureSEC source: 0001214659-20-007719 · marketforms-49653.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,002.93 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 21:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $48.45 | $2,664.75 |
DisclosureSEC source: 0001214659-20-005508 · marketforms-49005.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,072.93 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 70 | $48.45 | $3,391.50 |
DisclosureSEC source: 0001214659-20-005508 · marketforms-49005.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,069.65 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 00:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $54.37 | $2,990.35 |
DisclosureSEC source: 0001214659-20-002440 · marketforms-48246.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,139.65 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. Read SEC document |
| March 05, 2020 Filed Mar 10, 2020 00:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 276 | $53.99 | $14,901.24 |
DisclosureSEC source: 0001214659-20-002440 · marketforms-48246.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,165.5 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #488. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002339 · marketforms-48188.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,441.5 F1 · shares: Restricted stock granted 3/3/2020 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 3, 2021, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,178 | $47.96 | $56,496.88 |
DisclosureSEC source: 0001214659-20-002144 · marketforms-47956.xml · nonDerivative · entry 3 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,044.5 F3 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Performance Stock Unit (PSU) Award #415. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002144 · marketforms-47956.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,222.5 F2 · shares: On 2/28/2017, the reporting person was granted a Performance Stock Unit (PSU) of 1,287 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 142.667% payout of the original goal. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 69 | $47.96 | $3,309.24 |
DisclosureSEC source: 0001214659-20-002144 · marketforms-47956.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,386.5 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 22:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $51.89 | $2,905.84 |
DisclosureSEC source: 0001214659-19-007624 · marketforms-46816.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,455.5 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. .. F2 · balance_after: Represents the number of shares acquired through the Employee Stock Participation Program for September 2019, October 2019 and November 2019 and Dividend Reinvestment for November 2019. Read SEC document |
| November 27, 2019 Filed Nov 28, 2019 00:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $51.16 | $3,171.92 |
DisclosureSEC source: 0001214659-19-007455 · marketforms-46576.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,483.82 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. .. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $54.69 | $3,062.64 |
DisclosureSEC source: 0001214659-19-005796 · marketforms-45739.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545.82 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443 .. F2 · balance_after: Represents the number of shares acquired through the Employee Stock Participation Program for June 2019, July 2019 and August 2019 and Dividend Reinvestment for August 2019. Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 20:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $55.80 | $3,459.60 |
DisclosureSEC source: 0001214659-19-005521 · marketforms-45633.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,574.3 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 19:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $50.54 | $2,830.24 |
DisclosureSEC source: 0001214659-19-004132 · marketforms-45197.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,636.3 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. F2 · balance_after: Includes 42 shares acquired through the Employee Stock Participation Program for March 2019 through May 2019 and Dividend Reinvestment. Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $50.22 | $3,113.64 |
DisclosureSEC source: 0001214659-19-003891 · marketforms-45084.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,650.56 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 01:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 226 | $52.05 | $11,763.30 |
DisclosureSEC source: 0001214659-19-001993 · marketforms-44491.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,712.56 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #443. Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 01:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,475 | $52.83 | $77,924.25 |
DisclosureSEC source: 0001214659-19-001993 · marketforms-44491.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,938.56 F1 · shares: Restricted stock granted 3/5/2019 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 5, 2020, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,352 | $52.53 | $71,020.56 |
DisclosureSEC source: 0001214659-19-001767 · marketforms-44412.xml · nonDerivative · entry 4 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,428 F4 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Performance Stock Unit #382. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001767 · marketforms-44412.xml · nonDerivative · entry 3 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,780 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 1,513 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143.667% payout of the original goal. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 81 | $52.53 | $4,254.93 |
DisclosureSEC source: 0001214659-19-001767 · marketforms-44412.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,607 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #365. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $52.02 | $3,537.36 |
DisclosureSEC source: 0001214659-19-001767 · marketforms-44412.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 73 | $45.72 | $3,337.56 |
DisclosureSEC source: 0001214659-18-007482 · marketforms-43402.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,756 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #365. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $46.58 | $2,887.96 |
DisclosureSEC source: 0001214659-18-007414 · marketforms-43346.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,829 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 17:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 71 | $41.15 | $2,921.65 |
DisclosureSEC source: 0001214659-18-005866 · marketforms-42833.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,891 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #365. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 61 | $40.25 | $2,455.25 |
DisclosureSEC source: 0001214659-18-005813 · marketforms-42809.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,962 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 22:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $40.00 | $3,200.00 |
DisclosureSEC source: 0001214659-18-004259 · marketforms-42214.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,023 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #365 Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $40.75 | $2,771.00 |
DisclosureSEC source: 0001214659-18-004168 · marketforms-42144.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,103 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #402 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 01:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,173 | $35.40 | $41,524.20 |
DisclosureSEC source: 0001214659-18-001982 · marketforms-41350.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,171 Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 75 | $37.95 | $2,846.25 |
DisclosureSEC source: 0001214659-18-001754 · marketforms-41223.xml · nonDerivative · entry 2 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,949 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 257 | $37.95 | $9,753.15 |
DisclosureSEC source: 0001214659-18-001754 · marketforms-41223.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,024 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #402. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 19:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 71 | $45.00 | $3,195.00 |
DisclosureSEC source: 0001214659-17-007168 · marketforms-40416.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. F1 · balance_after: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 70 | $37.25 | $2,607.50 |
DisclosureSEC source: 0001214659-17-005480 · marketforms-39570.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,352 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. F1 · balance_after: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 79 | $35.50 | $2,804.50 |
DisclosureSEC source: 0001214659-17-003861 · marketforms-39020.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,422 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. F1 · balance_after: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 315 | $37.00 | $11,655.00 |
DisclosureSEC source: 0001214659-17-001671 · marketforms-38201.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,359 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Read SEC document |
| March 01, 2017 Filed Mar 8, 2017 01:43 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 315 | $37.00 | $11,655.00 |
DisclosureSEC source: 0001214659-17-001750 · marketforms-38282.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,501 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Quantity of securities beneficially owned updated to reflect March 1, 2017 vesting of award number #365. F1 · balance_after: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #365. Quantity of securities beneficially owned updated to reflect March 1, 2017 vesting of award number #365. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,287 | $36.75 | $47,297.25 |
DisclosureSEC source: 0001214659-17-001621 · marketforms-38191.xml · nonDerivative · entry 1 Simon Gerald A · CIK 0001668260 · Chief Safety & Preparedness 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,816 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.