Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | Sr. Vice Pres. & Gen. Counsel | February 24, 2021 | February 26, 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 February 24, 2021 · Filed February 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,733 |
Reported balance
After 2021-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-24 · Grant · Acquired 944 · Balance 10,733 F1: Represents 944 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on the average return on equity ("ROE") measured over the period including the 2019 and 2020 calendar years and continued service by the reporting person through December 31, 2020. F2: Represents 6,823 shares of the issuer's common stock and 3,910 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. |
| Common StockSEC Table I · non-derivative | Direct | 10,413 |
Reported balance
After 2021-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-24 · Tax withholding · Disposed 320 · Balance 10,413 F3: Represents 320 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 the 2019 ROE RSUs reported in footnote 1. F4: Represents 7,447 shares of the issuer's common stock and 2,966 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. |
| Common StockSEC Table I · non-derivative | IndirectBy the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 | 7,263 |
Reported balance
Holding disclosure · report date 2021-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,263 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 944 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on the average return on equity ("ROE") measured over the period including the 2019 and 2020 calendar years and continued service by the reporting person through December 31, 2020.
F2: Represents 6,823 shares of the issuer's common stock and 3,910 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms.
F3: Represents 320 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 the 2019 ROE RSUs reported in footnote 1.
F4: Represents 7,447 shares of the issuer's common stock and 2,966 shares of the issuer's common stock underlying RSUs that 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 |
|---|---|---|---|---|---|---|
| February 24, 2021 Filed Feb 26, 2021 23:58 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 320 | $65.03 | $20,809.60 |
DisclosureSEC source: 0000766829-21-000045 · wf-form4_161438388538979.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,413 F3 · shares: Represents 320 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 the 2019 ROE RSUs reported in footnote 1. F4 · balance_after: Represents 7,447 shares of the issuer's common stock and 2,966 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 23:58 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 944 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000045 · wf-form4_161438388538979.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,733 F1 · shares: Represents 944 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on the average return on equity ("ROE") measured over the period including the 2019 and 2020 calendar years and continued service by the reporting person through December 31, 2020. F2 · balance_after: Represents 6,823 shares of the issuer's common stock and 3,910 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 29, 2021 Filed Feb 11, 2021 00:09 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 185 | $56.24 | $10,404.40 |
DisclosureSEC source: 0000766829-21-000025 · wf-form4_161300215911524.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,789 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 6,823 shares of the issuer's common stock and 2,966 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:53 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 562 | $68.29 | $38,378.98 |
DisclosureSEC source: 0000766829-21-000004 · wf-form4_160996640436934.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,604 F3 · shares: Represents 562 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 6,638 shares of the issuer's common stock and 2,966 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:53 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000004 · wf-form4_160996640436934.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,166 F1 · shares: Represents 1,509 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 5,829 shares of the issuer's common stock and 4,337 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| July 31, 2020 Filed Aug 25, 2020 19:36 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 185 | $53.09 | $9,821.65 |
DisclosureSEC source: 0000766829-20-000135 · wf-form4_159838414096616.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,657 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 5,829 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:24 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 337 | $61.18 | $20,617.66 |
DisclosureSEC source: 0000766829-20-000059 · wf-form4_158327423180737.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,472 F3 · shares: Represents (i) 179 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 the 2019 ROE RSUs reported in footnote 1 and (ii) 158 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 the 2017 EPS RSUs reported in footnote 1. F4 · balance_after: Represents 5,644 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:24 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000059 · wf-form4_158327423180737.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 F1 · shares: Represents (i) 521 shares of common stock subject to the 2019 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on return on equity ("ROE") measured over the 2019 calendar year period and continued service by the reporting person through December 31, 2019 and (ii) 472 shares of common stock subject to the 2017 RSUs that vested upon the attainment of a certain performance goal based on earnings per share ("EPS") for the 2019 calendar year and continued service by the reporting person through December 31, 2019. F2 · balance_after: Represents 4,988 shares of the issuer's common stock and 3,821 shares of the issuer's common stock underlying RSUs including the shares which vested per footnote 1 above and RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 23:22 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 174 | $62.35 | $10,848.90 |
DisclosureSEC source: 0000766829-20-000044 · wf-form4_158154976027933.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,816 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 4,988 shares of the issuer's common stock and 2,828 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 22:59 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 156 | $69.84 | $10,895.04 |
DisclosureSEC source: 0000766829-20-000024 · wf-form4_157843796367900.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,642 F1 · shares: Represents 156 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 4,814 shares of the issuer's common stock and 2,828 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 17:17 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 353 | $69.63 | $24,579.39 |
DisclosureSEC source: 0000766829-20-000007 · wf-form4_157833104937004.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,798 F3 · shares: Represents 353 shares of common stock withheld by the issuer to satisfy the reporting person's tax withholding obligations with respect to an aggregate of 868 shares of common stock underlying restricted stock units ("RSUs") that vested and 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 RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Represents 4,586 shares of the issuer's common stock and 3,212 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 17:17 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000007 · wf-form4_157833104937004.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel & Vice Pres. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,151 F1 · shares: Represents 1,508 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 4,071 shares of the issuer's common stock and 4,080 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 22:53 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 180 | $55.16 | $9,928.80 |
DisclosureSEC source: 0000766829-19-000116 · wf-form4_156660080254349.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,643 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 4,071 shares of the issuer's common stock and 2,572 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 9 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 7,263 F12 · shares: Represents an aggregate of 792 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 10 above. F14 · balance_after: Includes an aggregate of 792 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 10 above. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 8 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 F12 · shares: Represents an aggregate of 792 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 10 above. F13 · balance_after: Represents 3,891 shares of the issuer's common stock and 2,572 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 418 | $61.17 | $25,569.06 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 7 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,255 F10 · shares: Represents 418 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 the return on equity ("ROE") RSUs reported on the Form 4 filed on February 26, 2019. F11 · balance_after: Represents 4,683 shares of the issuer's common stock and 2,572 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 22:35 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000053 · wf-form4_155122049310514.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,618 F1 · shares: Represents 1,210 shares of common stock subject to the Restricted Stock Units that vested upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2018 calendar year period and continued service by the reporting person through December 31, 2018. F2 · balance_after: Represents 4,836 shares of the issuer's common stock and 3,782 shares of the issuer's common stock underlying restricted stock units including shares which vested per footnote 1 above and restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2019 Filed Feb 14, 2019 17:26 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 188 | $50.96 | $9,580.48 |
DisclosureSEC source: 0000766829-19-000042 · wf-form4_155016517696103.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,408 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 4,836 shares of the issuer's common stock and 2,572 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 00:35 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 324 | $56.83 | $18,412.92 |
DisclosureSEC source: 0000766829-19-000030 · wf-form4_154690768386442.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,220 F1 · shares: Represents 324 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, 2019 pursuant to the terms of the January 4, 2016 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 4,648 shares of the issuer's common stock and 2,572 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 6 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 6,471 F7 · shares: Represents an aggregate of 470 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 7, 2019. F9 · balance_after: Includes an aggregate of 470 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 7, 2019. Read SEC document |
| January 04, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 5 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,673 F7 · shares: Represents an aggregate of 470 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 7, 2019. F8 · balance_after: Represents 3,891 shares of the issuer's common stock and 3,782 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 23:17 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 156 | $55.05 | $8,587.80 |
DisclosureSEC source: 0000766829-19-000014 · wf-form4_154664383789851.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,544 F1 · shares: Represents 156 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, 2019 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 4,178 shares of the issuer's common stock and 3,366 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 4 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 6,001 F4 · shares: Represents an aggregate of 228 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 4, 2019. F6 · balance_after: Includes an aggregate of 228 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 4, 2019. Read SEC document |
| January 03, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,143 F4 · shares: Represents an aggregate of 228 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 of the Form 4 filed on January 4, 2019. F5 · balance_after: Represents 4,361 shares of the issuer's common stock and 3,782 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, 2019 Filed Jan 4, 2019 00:36 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 170 | $54.74 | $9,305.80 |
DisclosureSEC source: 0000766829-19-000008 · wf-form4_154656217983441.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 F3 · shares: Represents 170 shares of common stock withheld by the issuer to satisfy the reporting person's tax withholding obligations with respect to an aggregate of 417 shares of common stock underlying RSUs that vested and became issuable on January 2, 2019 pursuant to the terms of the January 2, 2018 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. F4 · balance_after: Represents 3,950 shares of the issuer's common stock and 3,750 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, 2019 Filed Jan 4, 2019 00:36 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000008 · wf-form4_154656217983441.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,870 F1 · shares: Represents 1,352 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 installment 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 3,703 shares of the issuer's common stock and 4,167 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, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 5,773 F1 · shares: Represents an aggregate of 247 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the restricted stock units ("RSU") described in footnote 3 of the Form 4 filed on January 3, 2019. F3 · balance_after: Includes an aggregate of 247 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 3 of the Form 4 filed on January 3, 2019. Read SEC document |
| January 02, 2019 Filed Mar 2, 2019 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000071 · wf-form4_155148492632371.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,371 F1 · shares: Represents an aggregate of 247 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the restricted stock units ("RSU") described in footnote 3 of the Form 4 filed on January 3, 2019. F2 · balance_after: Represents 4,589 shares of the issuer's common stock and 3,782 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, 2018 Filed Aug 24, 2018 22:56 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 172 | $54.98 | $9,456.56 |
DisclosureSEC source: 0000766829-18-000125 · wf-form4_153515136824883.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,518 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 3,703 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 00:07 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 733 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000072 · wf-form4_151994925307254.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 5,526 F3 · shares: Represents an aggregate of 733 shares of common stock that were issued and transferred by reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the ROE RSU described in footnote 1 above. F5 · balance_after: Includes an aggregate of 733 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the ROE RSU described in footnote 1 above. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 00:07 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 733 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000072 · wf-form4_151994925307254.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,346 F3 · shares: Represents an aggregate of 733 shares of common stock that were issued and transferred by reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the ROE RSU described in footnote 1 above. F4 · balance_after: Represents 3,531 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlyng RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 00:07 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 386 | $52.94 | $20,434.84 |
DisclosureSEC source: 0000766829-18-000072 · wf-form4_151994925307254.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,079 F1 · shares: Represents 386 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 the return on equity ("ROE") restricted stock units ("RSU") reported on the Form 4 filed on February 27, 2018. F2 · balance_after: Represents 4,264 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:21 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000070 · wf-form4_151977725389753.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 F1 · shares: Represents 1,119 shares of common stock subject to the Restricted Stock Units ("RSU") that vested upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2017 calendar year period and continued service by the reporting person through December 31, 2017. F2 · balance_after: Represents 3,531 shares of the issuer's common stock and 3,934 shares of the issuer's common stock underlying restricted stock units including shares which vested per footnote 1 above and restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2018 Filed Feb 6, 2018 20:15 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 179 | $50.86 | $9,103.94 |
DisclosureSEC source: 0000766829-18-000044 · wf-form4_151794808997204.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,346 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 3,531 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:18 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000032 · wf-form4_151519429069001.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 4,793 F3 · shares: Represents an aggregate of 446 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with issuance of shares of common stock underlying the RSUs described in footnote 1 above. F5 · balance_after: Includes an aggregate of 446 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with issuance of shares of common stock underlying the RSUs described in footnote 1 above. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:18 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000032 · wf-form4_151519429069001.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,167 F3 · shares: Represents an aggregate of 446 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with issuance of shares of common stock underlying the RSUs described in footnote 1 above. F4 · balance_after: Represents 3,352 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:18 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 348 | $61.82 | $21,513.36 |
DisclosureSEC source: 0000766829-18-000032 · wf-form4_151519429069001.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,613 F1 · shares: Represents 348 shares of common stock withheld by the issuer to satisfy the reporting person's tax withholding obligations with respect to an aggregate of 794 shares of common stock underlying restricted stock units ("RSUs") that vested and became issuable on January 4, 2018 pursuant to the terms of the January 4, 2016 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 3,798 shares of the issuer's common stock and 2,815 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:45 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000022 · wf-form4_151510948755672.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 4,347 F3 · shares: Represents an aggregate of 216 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 above. F5 · balance_after: Includes an aggregate of 216 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 above. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:45 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000022 · wf-form4_151510948755672.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,961 F3 · shares: Represents an aggregate of 216 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 1 above. F4 · balance_after: Represents 3,352 shares of the issuer's common stock and 3,609 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:45 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 168 | $62.87 | $10,562.16 |
DisclosureSEC source: 0000766829-18-000022 · wf-form4_151510948755672.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,177 F1 · shares: Represents 168 shares of common stock withheld by the issuer to satisfy the reporting person's tax withholding obligations with respect to an aggregate of 00 shares of common stock underlying Restricted Stock Units ("RSUs") that vested and became issuable on January 3, 2018 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 3,568 shares of the issuer's common stock and 3,609 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, 2018 Filed Jan 4, 2018 01:03 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000006 · wf-form4_151502778138616.xml · nonDerivative · entry 4 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 4,131 F5 · shares: Represents an aggregate of 146 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 3 above. F7 · balance_after: Includes an aggregate of 146 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 3 above. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 01:03 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000006 · wf-form4_151502778138616.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,345 F5 · shares: Represents an aggregate of 146 shares of common stock that were issued and transferred by the reporting person to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 in connection with the issuance of shares of common stock underlying the RSUs described in footnote 3 above. F6 · balance_after: Represents 3,352 shares of the issuer's common stock and 3,993 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, 2018 Filed Jan 4, 2018 01:03 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 114 | $63.47 | $7,235.58 |
DisclosureSEC source: 0000766829-18-000006 · wf-form4_151502778138616.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,491 F3 · shares: Represents 114 shares of common stock withheld by the issuer to satisfy the reporting person's tax withholding obligations with respect to an aggregate of 260 shares of common stock underlying RSUs that vested and became issuable on January 2, 2018 pursuant to the terms of the January 2, 2015 Restricted Stock Issuance Agreement between the issuer and the reporting person. The issuable shares were previously reported as Table I securities in the Form 3 filed on April 30, 2015, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Represents 3,498 shares of the issuer's common stock and 3,993 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, 2018 Filed Jan 4, 2018 01:03 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000006 · wf-form4_151502778138616.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,605 F1 · shares: Represents 1,253 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 installment 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 3,352 shares of the issuer's common stock and 4,253 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, 2017 Filed Aug 2, 2017 22:39 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 201 | $44.94 | $9,032.94 |
DisclosureSEC source: 0000766829-17-000093 · wf-form4_150171353285500.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,352 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 3,352 shares of the issuer's common stock and 3,000 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:06 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000045 · wf-form4_148840954819512.xml · nonDerivative · entry 4 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 Disclosed balance after: 3,985 F5 · shares: Represents an aggregate of 940 shares of common stock that were issued and transferred to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 immediately following the vesting of the ROE RSU described in footnote 1 above. F7 · balance_after: Includes an aggregate of 940 shares of common stock that were issued and transferred to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 immediately following the vesting of the ROE RSU described in footnote 1 above. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:06 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000045 · wf-form4_148840954819512.xml · nonDerivative · entry 3 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,151 F5 · shares: Represents an aggregate of 940 shares of common stock that were issued and transferred to the John Affaki and Suzy Papazian Living Trust dated December 10, 2008 immediately following the vesting of the ROE RSU described in footnote 1 above. F6 · balance_after: Represents 3,151 shares of the issuer's common stock and 3,000 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:06 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 548 | $48.53 | $26,594.44 |
DisclosureSEC source: 0000766829-17-000045 · wf-form4_148840954819512.xml · nonDerivative · entry 2 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,091 F3 · shares: Represents 548 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 the ROE RSU reported herein. F4 · balance_after: Represents 4,091 shares of the issuer's common stock and 3,000 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:06 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000045 · wf-form4_148840954819512.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,639 F1 · shares: Represents 1,488 shares of common stock that became issuable pursuant to the vesting of Restricted Stock Units ("RSU") upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2016 calendar year period and continued service by the reporting person through December 31, 2016. F2 · balance_after: Represents 3,151 shares of the issuer's common stock and 4,488 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:29 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 179 | $42.59 | $7,623.61 |
DisclosureSEC source: 0000766829-17-000032 · wf-form4_148607453938774.xml · nonDerivative · entry 1 Papazian Suzy · CIK 0001318265 · Gen. Counsel/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,151 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 3,151 shares of the issuer's common stock and 3,000 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.