Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Global Water Resources, Inc.GWRS · Entity 234 | Director | August 19, 2026 | August 21, 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.
Global Water Resources, Inc.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,426 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 800 · Balance 5,426 F1: Shares represent restricted stock awarded which are fully vested when granted. |
| Common StockSEC Table I · non-derivative | IndirectBy Levine Investments Limited Partnership | 12,777,908 |
Reported balance
After 2026-08-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-20 · Purchase · Acquired 651,618 · Balance 12,777,908 F2: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Levine Family Trust "A" | 50,000 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50,000 F3: Shares are held by the Levine Family Trust "A" for which the reporting person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent restricted stock awarded which are fully vested when granted.
F2: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F3: Shares are held by the Levine Family Trust "A" for which the reporting person serves as a trustee.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 23:27 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 651,618 | $8.85 | $5,766,819.30 |
DisclosureSEC source: 0001628280-26-058502 · wk-form4_1787354820.xml · nonDerivative · entry 2 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 12,777,908 F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 23:27 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 800 | $8.91 | $7,128.00 |
DisclosureSEC source: 0001628280-26-058502 · wk-form4_1787354820.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,426 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. Read SEC document |
| May 20, 2026 Filed May 22, 2026 22:28 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 1,023 | $6.97 | $7,130.31 |
DisclosureSEC source: 0001628280-26-037878 · wk-form4_1779488899.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 12,130,916 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 23:51 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 950 | $7.50 | $7,125.00 |
DisclosureSEC source: 0001628280-26-017844 · wk-form4_1773445914.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 12,129,893 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 19, 2025 Filed Dec 5, 2025 19:51 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 821 | $8.68 | $7,126.28 |
DisclosureSEC source: 0001628280-25-055546 · wk-form4_1764964265.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 12,128,943 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 30, 2025 Filed Oct 7, 2025 18:04 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 728,197 | $10.30 | $7,500,429.10 |
DisclosureSEC source: 0001628280-25-044453 · wk-form4_1759860246.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 12,128,122 F1 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 23:10 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 735 | $9.70 | $7,129.50 |
DisclosureSEC source: 0001434728-25-000276 · wk-form4_1755904212.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 11,399,925 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 21, 2025 Filed May 23, 2025 19:08 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 699 | $10.20 | $7,129.80 |
DisclosureSEC source: 0001434728-25-000181 · wk-form4_1748027282.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 11,399,190 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 27, 2025 Filed Mar 31, 2025 23:04 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 1,187,200 | $10.00 | $11,872,000.00 |
DisclosureSEC source: 0001434728-25-000101 · wk-form4_1743462285.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 11,398,491 F1 · price: The purchase of common stock pursuant to public offering on March 27, 2025, offered at the public offering price of $10.00 per share. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:57 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 628 | $11.35 | $7,127.80 |
DisclosureSEC source: 0001434728-25-000094 · wk-form4_1741996651.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 10,211,291 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 00:31 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 562 | $12.68 | $7,126.16 |
DisclosureSEC source: 0001434728-24-000393 · wk-form4_1731630692.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 10,210,663 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 00:02 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 609 | $11.70 | $7,125.30 |
DisclosureSEC source: 0001434728-24-000290 · wk-form4_1723766540.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 10,210,101 F1 · shares: Shares represent restricted stock awarded which are fully vested when granted. F2 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 24, 2024 Filed May 30, 2024 00:53 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 572 | $12.47 | $7,132.84 |
DisclosureSEC source: 0001434728-24-000190 · wk-form4_1717030389.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 10,209,492 F1 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 19:35 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 541,000 | $13.50 | $7,303,500.00 |
DisclosureSEC source: 0001434728-22-000277 · wf-form4_165955528758889.xml · nonDerivative · entry 1 Levine Jonathan L · CIK 0001862791 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Levine Investments Limited Partnership Disclosed balance after: 10,218,920 F1 · shares: These shares were purchased by the reporting person directly from the underwriter at the public offering price in connection with a public offering of the common stock of Global Water Resources, Inc. (the "Company"). F2 · price: The purchase of common stock pursuant to public offering on 08/01/2022, offered at the public offering price of $13.50 per share. F3 · ownership.nature: Shares are held by a limited partnership for which the reporting person serves as general partner. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. 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.