Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Ops and Water Quality | December 06, 2019 | December 09, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CALIFORNIA WATER SERVICE GROUP
Report date December 06, 2019 · Filed December 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,907.14 |
Reported balance
After 2019-12-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-06 · Tax withholding · Disposed 77 · Balance 14,907.14 F1: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446. F2: Represents the number of shares acquired through Dividend Reinvestment for November 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446.
F2: Represents the number of shares acquired through Dividend Reinvestment for November 2019.
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 |
|---|---|---|---|---|---|---|
| December 06, 2019 Filed Dec 9, 2019 22:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 77 | $51.89 | $3,995.53 |
DisclosureSEC source: 0001214659-19-007627 · marketforms-46819.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,907.14 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446. F2 · balance_after: Represents the number of shares acquired through Dividend Reinvestment for November 2019. Read SEC document |
| November 27, 2019 Filed Nov 28, 2019 00:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 84 | $51.16 | $4,297.44 |
DisclosureSEC source: 0001214659-19-007453 · marketforms-46579.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,925.76 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 77 | $54.69 | $4,211.13 |
DisclosureSEC source: 0001214659-19-005794 · marketforms-45742.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,009.76 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446. F2 · balance_after: Represents the number of shares acquired through Dividend Reinvestment for August 2019. Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 20:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 84 | $55.80 | $4,687.20 |
DisclosureSEC source: 0001214659-19-005523 · marketforms-45630.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,034.44 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 19:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 77 | $50.54 | $3,891.58 |
DisclosureSEC source: 0001214659-19-004135 · marketforms-45200.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,118.44 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446. F2 · balance_after: Includes 58.338 shares acquired through Dividend Reinvestment May 2019. Read SEC document |
| May 28, 2019 Filed May 30, 2019 21:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 84 | $50.22 | $4,218.48 |
DisclosureSEC source: 0001214659-19-003902 · marketforms-45091.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,137.1 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 01:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 307 | $52.05 | $15,979.35 |
DisclosureSEC source: 0001214659-19-001996 · marketforms-44495.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,221.1 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #446. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 2,088 | $52.53 | $109,682.64 |
DisclosureSEC source: 0001214659-19-001774 · marketforms-44415.xml · nonDerivative · entry 4 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,988 F4 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Performance Stock Unit #378. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 4,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001774 · marketforms-44415.xml · nonDerivative · entry 3 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,076 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 3,025 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143.667% payout of the original goal. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 135 | $52.53 | $7,091.55 |
DisclosureSEC source: 0001214659-19-001774 · marketforms-44415.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,731 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #368. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 96 | $52.02 | $4,993.92 |
DisclosureSEC source: 0001214659-19-001774 · marketforms-44415.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,866 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $45.72 | $6,126.48 |
DisclosureSEC source: 0001214659-18-007485 · marketforms-43399.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,962 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #368. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $46.58 | $4,425.10 |
DisclosureSEC source: 0001214659-18-007417 · marketforms-43349.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,096 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 17:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $41.15 | $5,514.10 |
DisclosureSEC source: 0001214659-18-005863 · marketforms-42836.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,191 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #368. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 94 | $40.25 | $3,783.50 |
DisclosureSEC source: 0001214659-18-005810 · marketforms-42812.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,325 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $40.00 | $5,360.00 |
DisclosureSEC source: 0001214659-18-004262 · marketforms-42217.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,419 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #368. Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $40.75 | $3,871.25 |
DisclosureSEC source: 0001214659-18-004165 · marketforms-42147.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,553 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #405. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 01:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,954 | $35.40 | $69,171.60 |
DisclosureSEC source: 0001214659-18-001980 · marketforms-41353.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,648 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,881 | $36.40 | $68,468.40 |
DisclosureSEC source: 0001214659-18-001820 · marketforms-41287.xml · nonDerivative · entry 3 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,486 F3 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Unit (RSU) Award #355. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,498 | $36.40 | $127,327.20 |
DisclosureSEC source: 0001214659-18-001820 · marketforms-41287.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,367 F2 · shares: On 3/3/2015, the reporting person was granted a Restricted Stock Unit (RSU) of 2,446 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143% payout of the original goal. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $36.40 | $1,456.00 |
DisclosureSEC source: 0001214659-18-001820 · marketforms-41287.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,869 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 150 | $37.95 | $5,692.50 |
DisclosureSEC source: 0001214659-18-001757 · marketforms-41226.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,909 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 425 | $37.95 | $16,128.75 |
DisclosureSEC source: 0001214659-18-001757 · marketforms-41226.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,059 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #405. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 17:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $41.55 | $1,662.00 |
DisclosureSEC source: 0001214659-18-000938 · marketforms-40944.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,484 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| January 03, 2018 Filed Jan 6, 2018 00:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $44.25 | $1,770.00 |
DisclosureSEC source: 0001214659-18-000251 · marketforms-40636.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,524 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 19:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $45.00 | $1,620.00 |
DisclosureSEC source: 0001214659-17-007165 · marketforms-40419.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,564 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 19:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $45.00 | $6,030.00 |
DisclosureSEC source: 0001214659-17-007165 · marketforms-40419.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,600 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 22:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $43.00 | $1,548.00 |
DisclosureSEC source: 0001214659-17-006406 · marketforms-40090.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,734 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 15:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $39.65 | $1,427.40 |
DisclosureSEC source: 0001214659-17-005942 · marketforms-39851.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,770 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| September 03, 2017 Filed Sep 5, 2017 18:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $37.25 | $1,341.00 |
DisclosureSEC source: 0001214659-17-005476 · marketforms-39573.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,806 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $37.25 | $4,991.50 |
DisclosureSEC source: 0001214659-17-005476 · marketforms-39573.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,842 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 16:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $38.50 | $1,386.00 |
DisclosureSEC source: 0001214659-17-004790 · marketforms-39367.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,976 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $36.85 | $1,326.60 |
DisclosureSEC source: 0001214659-17-004358 · marketforms-39182.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,012 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $35.75 | $1,287.00 |
DisclosureSEC source: 0001214659-17-003858 · marketforms-39023.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,048 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $35.50 | $4,757.00 |
DisclosureSEC source: 0001214659-17-003858 · marketforms-39023.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,084 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368 Read SEC document |
| May 03, 2017 Filed May 4, 2017 23:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $35.15 | $1,265.40 |
DisclosureSEC source: 0001214659-17-002988 · marketforms-38750.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,218 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $34.95 | $1,258.20 |
DisclosureSEC source: 0001214659-17-002404 · marketforms-38517.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,254 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,898 | $36.50 | $69,277.00 |
DisclosureSEC source: 0001214659-17-001741 · marketforms-38260.xml · nonDerivative · entry 4 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 F4 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Unit (RSU) Award #320. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,531 | $36.50 | $128,881.50 |
DisclosureSEC source: 0001214659-17-001741 · marketforms-38260.xml · nonDerivative · entry 3 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,188 F3 · shares: On 3/4/2014, the reporting person was granted a Restricted Stock Unit (RSU) of 2,622 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 135% payout of the original goal. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 00:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $36.50 | $1,569.50 |
DisclosureSEC source: 0001214659-17-001741 · marketforms-38260.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,657 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #286. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 00:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $36.50 | $1,460.00 |
DisclosureSEC source: 0001214659-17-001741 · marketforms-38260.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 23:32 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 599 | $37.00 | $22,163.00 |
DisclosureSEC source: 0001214659-17-001679 · marketforms-38223.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Water Quality & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,740 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 599 | $37.00 | $22,163.00 |
DisclosureSEC source: 0001214659-17-001673 · marketforms-38198.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Water Quality & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #368. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 01:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,145 | $36.75 | $78,828.75 |
DisclosureSEC source: 0001214659-17-001634 · marketforms-38195.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Water Quality & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,339 Read SEC document |
| February 04, 2017 Filed Feb 8, 2017 01:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $34.00 | $1,462.00 |
DisclosureSEC source: 0001214659-17-000826 · marketforms-37806.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,014 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #286. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $34.00 | $1,360.00 |
DisclosureSEC source: 0001214659-17-000826 · marketforms-37806.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,057 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $34.30 | $1,474.90 |
DisclosureSEC source: 0001214659-17-000154 · marketforms-37537.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,097 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #286. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $33.75 | $1,350.00 |
DisclosureSEC source: 0001214659-17-000154 · marketforms-37537.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,140 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. Read SEC document |
| December 04, 2016 Filed Dec 6, 2016 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $34.35 | $927.45 |
DisclosureSEC source: 0001214659-16-015211 · marketforms-37292.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,180 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #286. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $34.35 | $858.75 |
DisclosureSEC source: 0001214659-16-015211 · marketforms-37292.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,207 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #344. 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.