Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | September 01, 2026 | September 01, 2026 |
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 September 01, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,816.922 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Sale · Disposed 500 · Balance 17,816.922 F1: This transaction was a single trade at a price of $50.21. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was a single trade at a price of $50.21.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 1, 2026 21:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 500 | $50.21 | $25,105.00 |
DisclosureSEC source: 0001214659-26-011304 · marketforms-73920.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,816.922 F1 · price: This transaction was a single trade at a price of $50.21. Read SEC document |
| May 27, 2026 Filed May 27, 2026 23:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,100 | $44.00 | $48,400.00 |
DisclosureSEC source: 0001214659-26-006808 · marketforms-73285.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,316 F1 · price: This transaction was a single trade at a price of $44.00. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2026 Filed Mar 6, 2026 00:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001513841-26-000002 · edgardoc.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,416 F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Amount of securities beneficially owned following reported transaction reflects the transfer of 9,937 shares in a transaction exempt from Section 16 pursuant to Rule 16a-12. The reported includes shares acquired through Dividend Reinvestment. Read SEC document |
| June 12, 2025 Filed Jun 14, 2025 00:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,200 | $46.51 | $55,812.00 |
DisclosureSEC source: 0001127602-25-017528 · form4.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,349 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.5045 to 45.61. The price reported above reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 23:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008616 · form4.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,549 F1 · shares: Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,488 | $49.62 | $123,454.56 |
DisclosureSEC source: 0001127602-24-018099 · form4.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,670.37 F1 · shares: Restricted stock granted 6/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with cliff vesting term, vesting 100% on 03/05/2025 F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 00:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,477 | $45.37 | $112,381.49 |
DisclosureSEC source: 0001127602-24-009099 · form4.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,544 F1 · shares: Restricted stock granted 3/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:50 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004769 · marketforms-65249.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,067 F1 · shares: This amendment is being made solely to remove 2,477 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,870 | $58.83 | $110,012.10 |
DisclosureSEC source: 0001127602-23-009641 · form4.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,744 F1 · shares: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Read SEC document |
| August 19, 2022 Filed Aug 19, 2022 16:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $63.04 | $63,040.00 |
DisclosureSEC source: 0001214659-22-010406 · marketforms-56962.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,874 F1 · shares: Represents the sale of 1,000 shares executed in a single transaction with a share price of $63.04 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003564 · marketforms-55663.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,874 F1 · shares: Restricted stock granted 03/01/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| August 12, 2021 Filed Aug 12, 2021 17:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 700 | $63.50 | $44,450.00 |
DisclosureSEC source: 0001214659-21-008427 · marketforms-53586.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,224 F1 · shares: Executed in a single transaction. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number and share prices at which the transaction was effected. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002687 · marketforms-51721.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,924 F1 · shares: Restricted stock granted 03/02/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. F2 · balance_after: Includes shares acquired through Dividend Reinvestment in 2020 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000211 · marketforms-50854.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,241 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 16:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 2,000 | $46.44 | $92,871.00 |
DisclosureSEC source: 0001214659-20-006808 · marketforms-49422.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,015 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002331 · marketforms-48178.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,015 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 01:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $53.69 | $53,690.80 |
DisclosureSEC source: 0001214659-19-002094 · marketforms-44575.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,195.2 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $53.67 to 53.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 00:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001982 · marketforms-44516.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,195.2 Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 18:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 2,000 | $38.59 | $77,180.00 |
DisclosureSEC source: 0001214659-18-002083 · marketforms-41395.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,375 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $38.45 to 38.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001965 · marketforms-41338.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,375 Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001613 · marketforms-38181.xml · nonDerivative · entry 1 Snow Lester A · CIK 0001513841 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,005 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.