Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | Executive Vice President | January 03, 2020 | January 07, 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.
H2O AMERICA
Report date January 03, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,631 |
Reported balance
After 2020-01-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-01-03 · Tax withholding · Disposed 163 · Balance 12,631 F1: Represents 163 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: Represents 11,319 shares of the issuer's common stock and 1,312 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 163 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: Represents 11,319 shares of the issuer's common stock and 1,312 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 |
|---|---|---|---|---|---|---|
| January 03, 2020 Filed Jan 7, 2020 23:51 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 163 | $69.84 | $11,383.92 |
DisclosureSEC source: 0000766829-20-000032 · wf-form4_157844105236806.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,631 F1 · shares: Represents 163 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 11,319 shares of the issuer's common stock and 1,312 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 20:05 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 350 | $69.63 | $24,370.50 |
DisclosureSEC source: 0000766829-20-000009 · wf-form4_157834109992253.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,794 F1 · shares: Represents 350 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that 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 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 11,083 shares of the issuer's common stock and 1,711 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 1, 2019 22:59 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 410 | $61.17 | $25,079.70 |
DisclosureSEC source: 0000766829-19-000065 · wf-form4_155148113664293.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,144 F1 · shares: Represents 410 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 of equity ("ROE") restricted stock units reported on the Form 4 filed on February 26, 2019. F2 · balance_after: Represents 10,573 shares of the issuer's common stock and 2,571 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 25, 2019 Filed Feb 26, 2019 22:48 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000057 · wf-form4_155122130834266.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 F1 · shares: Represents 1,188 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 9,795 shares of the issuer's common stock and 3,759 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 04, 2019 Filed Jan 8, 2019 00:29 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 389 | $56.83 | $22,106.87 |
DisclosureSEC source: 0000766829-19-000028 · wf-form4_154690732635843.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,366 F1 · shares: Represents 389 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 9,795 shares of the issuer's common stock and 2,571 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, 2019 Filed Jan 4, 2019 23:34 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 163 | $55.05 | $8,973.15 |
DisclosureSEC source: 0000766829-19-000016 · wf-form4_154664486726878.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,755 F1 · shares: Represents 163 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 Unit Issuance Agreement 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. F2 · balance_after: Represents 9,231 shares of the issuer's common stock and 3,524 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 02, 2019 Filed Jan 4, 2019 22:09 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 167 | $54.74 | $9,141.58 |
DisclosureSEC source: 0000766829-19-000010 · wf-form4_154663975891406.xml · nonDerivative · entry 2 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,918 F3 · shares: Represents 167 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2019 pursuant to the terms of the January 2, 2018 Restricted Stock Issuance Agreement 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 8,995 shares of the issuer's common stock and 3,923 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 |
| January 02, 2019 Filed Jan 4, 2019 22:09 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000010 · wf-form4_154663975891406.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,085 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 installments upon the completion of the reporting person's each year of services 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 8,753 shares of the issuer's common stock and 4,332 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 |
| February 28, 2018 Filed Mar 2, 2018 00:16 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 401 | $52.94 | $21,228.94 |
DisclosureSEC source: 0000766829-18-000074 · wf-form4_151994962931040.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,733 F1 · shares: Represents 401 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 of equity ("ROE") restricted stock units ("RSUs) reported on the Form 4 filed on February 27, 2018. F2 · balance_after: Represents 8,753 shares of the issuer's common stock and 2,980 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 26, 2018 Filed Feb 28, 2018 00:07 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000066 · wf-form4_151977642012124.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,134 F1 · shares: Represents 1,162 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 7,992 shares of the issuer's common stock and 4,142 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 04, 2018 Filed Jan 5, 2018 23:30 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 391 | $61.82 | $24,171.62 |
DisclosureSEC source: 0000766829-18-000038 · wf-form4_151519499597899.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,972 F1 · shares: Represents 391 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, 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 7,992 shares of the issuer's common stock and 2,980 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, 2018 Filed Jan 4, 2018 23:49 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 175 | $62.87 | $11,002.25 |
DisclosureSEC source: 0000766829-18-000024 · wf-form4_151510974473235.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,363 F1 · shares: Represents 175 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, 2018 pursuant to the terms of the January 3, 2017 Restricted Stock Unit Issuance Agreement 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. F2 · balance_after: Represents 7,430 shares of the issuer's common stock and 3,933 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 02, 2018 Filed Jan 4, 2018 01:19 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 351 | $63.47 | $22,277.97 |
DisclosureSEC source: 0000766829-18-000012 · wf-form4_151502878505434.xml · nonDerivative · entry 2 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 F3 · shares: Represents 351 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2018 pursuant to the terms of the January 2, 2015 Restricted Stock Issuance Agreement 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. F2 · balance_after: Represents 6,757 shares of the issuer's common stock and 5,132 shares of the issuer's common stock underlying restricted stock units. F4 · balance_after: Represents 7,206 shares of the issuer's common stock and 4,332 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 |
| January 02, 2018 Filed Jan 4, 2018 01:19 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000012 · wf-form4_151502878505434.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,889 F1 · shares: Represents 1,229 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 services 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 6,757 shares of the issuer's common stock and 5,132 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 200 | $55.41 | $11,082.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 16 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,660 F16 · balance_after: Represents 6,757 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.35 | $5,535.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 15 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,860 F15 · balance_after: Represents 6,957 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 300 | $55.29 | $16,587.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 14 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960 F14 · balance_after: Represents 7,057 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.26 | $5,526.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 13 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,260 F13 · balance_after: Represents 7,357 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.25 | $5,525.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 12 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,360 F12 · balance_after: Represents 7,457 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.22 | $5,522.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 11 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,460 F11 · balance_after: Represents 7,557 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 102 | $55.21 | $5,631.42 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 10 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,560 F10 · balance_after: Represents 7,657 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.19 | $5,519.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 9 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,662 F9 · balance_after: Represents 7,759 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.11 | $5,511.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 8 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,762 F8 · balance_after: Represents 7,859 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.10 | $5,510.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 7 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,862 F7 · balance_after: Represents 7,959 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 400 | $55.09 | $22,036.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 6 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,962 F6 · balance_after: Represents 8,059 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $55.08 | $5,508.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 5 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,362 F5 · balance_after: Represents 8,459 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 98 | $55.07 | $5,396.86 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 4 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,462 F4 · balance_after: Represents 8,559 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 200 | $55.05 | $11,010.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 3 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,560 F3 · balance_after: Represents 8,657 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 700 | $55.03 | $38,521.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 2 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,760 F2 · balance_after: Represents 8,857 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 17:12 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 200 | $55.02 | $11,004.00 |
DisclosureSEC source: 0000766829-17-000101 · wf-form4_150273075144511.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,460 F1 · balance_after: Represents 9,557 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:17 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 670 | $48.53 | $32,515.10 |
DisclosureSEC source: 0000766829-17-000049 · wf-form4_148841024373990.xml · nonDerivative · entry 2 Jensen Palle · CIK 0001532599 · Sr. VP of Regulatory Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,660 F3 · shares: Represents 670 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 9,757 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:17 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000049 · wf-form4_148841024373990.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Sr. VP of Regulatory Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,330 F1 · shares: Represents 1,785 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 8,642 shares of the issuer's common stock and 5,688 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:40 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 349 | $55.30 | $19,299.70 |
DisclosureSEC source: 0000766829-17-000026 · wf-form4_148365960061092.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Sr. VP of Regulatory Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,545 F1 · shares: Represents 349 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2017 pursuant to the terms of the January 4, 2016 Restricted Stock Unit Issuance Agreement 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. F2 · balance_after: Represents 8,642 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:13 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 902 | $55.14 | $49,736.28 |
DisclosureSEC source: 0000766829-17-000016 · wf-form4_148363640916308.xml · nonDerivative · entry 2 Jensen Palle · CIK 0001532599 · Sr. VP of Regulatory Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,894 F3 · shares: Represents 902 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2017 pursuant to the terms of the January 2, 2014 and January 2, 2015 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 8,039 shares of the issuer's common stock and 4,855 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:13 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000016 · wf-form4_148363640916308.xml · nonDerivative · entry 1 Jensen Palle · CIK 0001532599 · Sr. VP of Regulatory Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,796 F1 · shares: Represents 1,197 shares of the issuer's common stock underlying 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 three successive annual installments upon the reporting person's completion of each year of service with the issuer over the three-year period measured from the issue date of the units, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 6,878 shares of the issuer's common stock and 6,918 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.