Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | Director | April 26, 2017 | April 27, 2017 |
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 April 26, 2017 · Filed April 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-26 transaction · row 1
1 source rowRow 1 · 2017-04-26 · Gift · Disposed 957 · Balance 0 F1: Represents shares of the issuer's common stock issued in the name of the Moskovitz Family Trust U/A DTD 6/12/2003 upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. |
| Common StockSEC Table I · non-derivative | IndirectBy the Moskovitz Family Trust U/A DTD 6/12/2003 | 8,793 |
Reported balance
After 2017-04-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-04-26 · Gift · Acquired 957 · Balance 8,793 F1: Represents shares of the issuer's common stock issued in the name of the Moskovitz Family Trust U/A DTD 6/12/2003 upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the issuer's common stock issued in the name of the Moskovitz Family Trust U/A DTD 6/12/2003 upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned.
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 26, 2017 Filed Apr 27, 2017 22:07 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000063 · wf-form4_149333080770236.xml · nonDerivative · entry 2 Moskovitz Ronald Bruce · CIK 0001497011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the Moskovitz Family Trust U/A DTD 6/12/2003 Disclosed balance after: 8,793 F1 · shares: Represents shares of the issuer's common stock issued in the name of the Moskovitz Family Trust U/A DTD 6/12/2003 upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 22:07 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000063 · wf-form4_149333080770236.xml · nonDerivative · entry 1 Moskovitz Ronald Bruce · CIK 0001497011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares of the issuer's common stock issued in the name of the Moskovitz Family Trust U/A DTD 6/12/2003 upon settlement of restricted stock units previously reported by the reporting person in Table I as directly owned. 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.