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 |
|---|---|---|---|---|---|---|
| November 04, 2016 Filed Nov 8, 2016 00:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.30 | $818.10 |
DisclosureSEC source: 0001214659-16-014439 · marketforms-36765.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,232 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 |
| November 03, 2016 Filed Nov 8, 2016 00:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $30.70 | $767.50 |
DisclosureSEC source: 0001214659-16-014439 · marketforms-36765.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,259 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 04, 2016 Filed Oct 5, 2016 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.96 | $835.92 |
DisclosureSEC source: 0001214659-16-014003 · marketforms-36390.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,284 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 |
| October 03, 2016 Filed Oct 5, 2016 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.76 | $794.00 |
DisclosureSEC source: 0001214659-16-014003 · marketforms-36390.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,311 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 04, 2016 Filed Sep 7, 2016 00:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $31.04 | $838.08 |
DisclosureSEC source: 0001214659-16-013589 · marketforms-36228.xml · nonDerivative · entry 2 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,336 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 |
| September 03, 2016 Filed Sep 7, 2016 00:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.04 | $776.00 |
DisclosureSEC source: 0001214659-16-013589 · marketforms-36228.xml · nonDerivative · entry 1 Treloar Timothy D · CIK 0001583191 · VP, Ops and Water Quality 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,363 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.