Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN STATES WATER COAWR · Entity 4127 | Former Officer | March 11, 2020 | March 13, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN STATES WATER CO
Report date March 11, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 23,991.8633 |
Ending reported balance
After 2020-03-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-03-02 · Grant · Acquired 4.5155 · Balance 23,131.9331 F1: DER unites credited on 03/02/2020 as dividend at FMV Row 2 · 2020-03-11 · Grant · Acquired 1,432.5905 · Balance 24,564.5236 Row 3 · 2020-03-12 · Tax withholding · Disposed 572.6603 · Balance 23,991.8633 F2: 572.6603 shares withheld to satisfy tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: DER unites credited on 03/02/2020 as dividend at FMV
F2: 572.6603 shares withheld to satisfy tax liability.
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 01, 2016 Filed Feb 10, 2017 00:33 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 13.9509 | $39.83 | $555.66 |
DisclosureSEC source: 0001209191-17-009293 · doc4.xml · nonDerivative · entry 1 GEDNEY WILLIAM C · CIK 0001279288 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,074.8454 F1 · shares: DER units credited on 6/1/2016 as dividend at FMV Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.