Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearway Energy, Inc.CWEN · Entity 1796 | Director | September 01, 2026 | September 03, 2026 |
| H2O AMERICAHTO · Entity 4308 | Director | May 13, 2026 | May 15, 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.
Clearway Energy, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 71,154 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 1,056 · Balance 71,154 F1: Represents dividend equivalent rights accrued on the Reporting Person's Deferred Stock Units, which become exercisable proportionately with the Deferred Stock Units to which they relate and may only be settled in Class C Common Stock of Clearway Energy, Inc. F2: Includes 16,481 dividend equivalent rights that may only be settled in Class C Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights accrued on the Reporting Person's Deferred Stock Units, which become exercisable proportionately with the Deferred Stock Units to which they relate and may only be settled in Class C Common Stock of Clearway Energy, Inc.
F2: Includes 16,481 dividend equivalent rights that may only be settled in Class C Common Stock.
H2O AMERICA
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,947 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,947 · Balance 1,947 F1: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2027 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. |
| Common StockSEC Table I · non-derivative | IndirectDaniel B. More Revocable Trust | 15,138 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,138 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2027 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.
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 24, 2019 Filed Apr 25, 2019 21:51 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000092 · wf-form4_155622908339066.xml · nonDerivative · entry 3 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Daniel B. More Revocable Trust Disclosed balance after: 4,336 F3 · shares: Represents shares of the issuer's common stock issued in the name of the Daniel B. More Revocable Trust upon settlement of restricted stock units as previously reported by the reporting person in Table I as directly owned. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:51 UTC | H2O AMERICA SJW · Entity 4308 | GiftCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000092 · wf-form4_155622908339066.xml · nonDerivative · entry 2 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302 F3 · shares: Represents shares of the issuer's common stock issued in the name of the Daniel B. More Revocable Trust upon settlement of restricted stock units as previously reported by the reporting person in Table I as directly owned. F4 · balance_after: Includes 1,302 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:51 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,302 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000092 · wf-form4_155622908339066.xml · nonDerivative · entry 1 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,357 F1 · shares: Represents 1,302 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2020 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 2,357 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:04 UTC | Clearway Energy, Inc. CWEN · Entity 1796 | GrantClass C Common Stock, par value $.01 per share | 3,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-004049 · edgar.xml · nonDerivative · entry 1 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,220 F1 · shares: Represents 3,220 Deferred Stock Units issued to the reporting person under Clearway Energy, Inc.'s Amended and Restated 2013 Equity Incentive Plan. F2 · price: Each Deferred Stock Unit is equivalent to one share of Clearway Energy, Inc.'s Class C Common Stock, par value $.01 per share. The reporting person will receive from Clearway Energy, Inc. one such share of Class C Common Stock for each Deferred Stock Unit he owns upon termination of his service on Clearway Energy, Inc.'s Board of Directors. Read SEC document |
| March 01, 2019 Filed Nov 19, 2020 18:36 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 16 | $61.12 | $977.92 |
DisclosureSEC source: 0000766829-20-000153 · wf-form4_160581094380138.xml · nonDerivative · entry 3 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Daniel B. More Revocable Trust Disclosed balance after: 4,384 F1 · shares: Represents shares of common stock of Issuer acquired by the Reporting Person pursuant to broker-assisted dividend investment transactions. Read SEC document |
| December 03, 2018 Filed Nov 19, 2020 18:36 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 16 | $56.23 | $899.68 |
DisclosureSEC source: 0000766829-20-000153 · wf-form4_160581094380138.xml · nonDerivative · entry 2 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Daniel B. More Revocable Trust Disclosed balance after: 4,368 F1 · shares: Represents shares of common stock of Issuer acquired by the Reporting Person pursuant to broker-assisted dividend investment transactions. Read SEC document |
| September 04, 2018 Filed Nov 19, 2020 18:36 UTC | H2O AMERICA SJW · Entity 4308 | PurchaseCommon Stock | 16 | $57.79 | $924.64 |
DisclosureSEC source: 0000766829-20-000153 · wf-form4_160581094380138.xml · nonDerivative · entry 1 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Daniel B. More Revocable Trust Disclosed balance after: 4,352 F1 · shares: Represents shares of common stock of Issuer acquired by the Reporting Person pursuant to broker-assisted dividend investment transactions. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 00:12 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000096 · wf-form4_152478791914978.xml · nonDerivative · entry 1 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336 F1 · shares: Represents 1,055 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2019 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 3,281 shares common stock held by the Daniel B. More and Laura A. More JT TEN and 1,055 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 23:47 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000080 · wf-form4_149333685127863.xml · nonDerivative · entry 1 More Daniel B. · CIK 0001639398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,281 F1 · shares: Represents 1,155 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2018 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 2,126 shares common stock held by the Daniel B. More and Laura A. More JT TEN and 1,155 shares of the issuer's common stock underlying restricted stock units. 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.