Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | April 11, 2018 | April 11, 2018 |
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 April 11, 2018 · Filed April 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,513.8646 |
Reported balance
After 2018-04-11 transaction · row 1
1 source rowRow 1 · 2018-04-11 · Purchase · Acquired 2.6846 · Balance 41,513.8646 |
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 |
|---|---|---|---|---|---|---|
| April 11, 2018 Filed Apr 11, 2018 18:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.6846 | $37.25 | $100.00 |
DisclosureSEC source: 0001214659-18-002742 · marketforms-41732.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,513.8646 Read SEC document |
| March 13, 2018 Filed Mar 13, 2018 23:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.5974 | $38.50 | $100.00 |
DisclosureSEC source: 0001214659-18-002119 · marketforms-41403.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,511.18 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 01:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 869 | $35.40 | $30,762.60 |
DisclosureSEC source: 0001214659-18-001983 · marketforms-41355.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,509 Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 17:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.6316 | $38.00 | $100.00 |
DisclosureSEC source: 0001214659-18-001215 · marketforms-41025.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,876.6137 Read SEC document |
| January 11, 2018 Filed Jan 13, 2018 00:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.3337 | $42.85 | $100.00 |
DisclosureSEC source: 0001214659-18-000415 · marketforms-40750.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,873.9821 Read SEC document |
| December 12, 2017 Filed Dec 12, 2017 19:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.3283 | $42.95 | $100.00 |
DisclosureSEC source: 0001214659-17-007270 · marketforms-40464.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,871.6484 Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 00:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.3041 | $43.40 | $100.00 |
DisclosureSEC source: 0001214659-17-006733 · marketforms-40144.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,869.3201 Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 18:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.395 | $41.75 | $99.99 |
DisclosureSEC source: 0001214659-17-006040 · marketforms-39932.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867.016 Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 18:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.621 | $38.15 | $99.99 |
DisclosureSEC source: 0001214659-17-005587 · marketforms-39617.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,864.814 Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 21:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.67 | $37.45 | $99.99 |
DisclosureSEC source: 0001214659-17-005116 · marketforms-39441.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,862.193 Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 23:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.718 | $36.79 | $100.00 |
DisclosureSEC source: 0001214659-17-004421 · marketforms-39215.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,859.523 Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 21:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.67 | $37.45 | $99.99 |
DisclosureSEC source: 0001214659-17-003997 · marketforms-39058.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,856.805 Read SEC document |
| May 11, 2017 Filed May 15, 2017 19:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.933 | $34.00 | $99.72 |
DisclosureSEC source: 0001214659-17-003359 · marketforms-38831.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,854.135 Read SEC document |
| April 11, 2017 Filed Apr 12, 2017 18:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.751 | $36.35 | $100.00 |
DisclosureSEC source: 0001214659-17-002498 · marketforms-38554.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,851.202 Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 23:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.882 | $34.70 | $100.01 |
DisclosureSEC source: 0001214659-17-001955 · marketforms-38373.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,848.451 Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001614 · marketforms-38182.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,846 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 01:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.882 | $34.70 | $100.01 |
DisclosureSEC source: 0001214659-17-001170 · marketforms-37965.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,765.92 Read SEC document |
| January 11, 2017 Filed Jan 13, 2017 17:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 3.008 | $33.25 | $100.02 |
DisclosureSEC source: 0001214659-17-000285 · marketforms-37599.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,763.038 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 17:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 2.89 | $34.60 | $99.99 |
DisclosureSEC source: 0001214659-16-015320 · marketforms-37369.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,760.03 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 02:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 3.14 | $31.85 | $100.01 |
DisclosureSEC source: 0001214659-16-014655 · marketforms-36930.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,757.14 Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 21:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 3.15 | $31.75 | $100.01 |
DisclosureSEC source: 0001214659-16-014092 · marketforms-36430.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,754 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 00:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | PurchaseCommon Stock | 3.294 | $30.36 | $99.99 |
DisclosureSEC source: 0001214659-16-013651 · marketforms-36265.xml · nonDerivative · entry 1 VERA GEORGE A · CIK 0001241851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,751 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.