Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | Director | April 28, 2021 | April 30, 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.
H2O AMERICA
Report date April 28, 2021 · Filed April 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,966 |
Reported balance
After 2021-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-04-28 · Grant · Acquired 1,216 · Balance 6,966 F1: Represents 1,216 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2022 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2: Represents 5,750 shares of the issuer's common stock and 1,216 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,216 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2022 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.
F2: Represents 5,750 shares of the issuer's common stock and 1,216 shares of the issuer's common stock underlying 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 |
|---|---|---|---|---|---|---|
| April 28, 2021 Filed Apr 30, 2021 17:36 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000077 · wf-form4_161980414982749.xml · nonDerivative · entry 1 Man Debra · CIK 0001670877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,966 F1 · shares: Represents 1,216 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2022 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 5,750 shares of the issuer's common stock and 1,216 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 |
| April 29, 2020 Filed May 1, 2020 19:40 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000099 · wf-form4_158836202948600.xml · nonDerivative · entry 1 Man Debra · CIK 0001670877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 F1 · shares: Represents 1281 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2021 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 4,469 shares of the issuer's common stock and 1,281 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:54 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000094 · wf-form4_155622926957948.xml · nonDerivative · entry 1 Man Debra · CIK 0001670877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,469 F1 · shares: Represents 1,302 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2020 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 3,167 shares of the issuer's common stock and 1,302 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 00:18 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000098 · wf-form4_152478828895248.xml · nonDerivative · entry 1 Man Debra · CIK 0001670877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,167 F1 · shares: Represents 1,055 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2019 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,112 shares of the issuer's common stock and 1,055 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 22:36 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000066 · wf-form4_149333256791608.xml · nonDerivative · entry 1 Man Debra · CIK 0001670877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112 F1 · shares: Represents 1,155 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2018 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 957 shares of the issuer's common stock and 1,155 shares of the issuer's common stock underlying restricted stock units. 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.