Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Director | August 07, 2026 | August 17, 2026 |
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | March 03, 2026 | March 06, 2026 |
| Primoris Services CorpPRIM · Entity 1018 | Director | August 11, 2026 | August 12, 2026 |
| SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265 | Director · Chief Executive Officer | January 01, 2017 | January 03, 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.
APOGEE ENTERPRISES, INC.
Report date August 07, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,341 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Gift · Disposed 2,419 · Balance 5,341 F1: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees. F2: Includes shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 24,977 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,977 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees.
F2: Includes shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan.
CALIFORNIA WATER SERVICE GROUP
Report date March 03, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,213.8 |
Reported balance
After 2026-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 2,816 · Balance 15,213.8 F1: 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: Includes shares acquired through Dividend Reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes shares acquired through Dividend Reinvestment.
Primoris Services Corp
Report date August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,220 |
Reported balance
After 2026-08-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-11 · Gift · Disposed 2,241 · Balance 1,220 F1: On August 11, 2026, the reporting person transferred 2,241 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Wagner Family Trust | 6,736 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,736 F1: On August 11, 2026, the reporting person transferred 2,241 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. F2: These shares are owned directly by the Wagner Family Trust dated March 24, 2008 and indirectly by Patricia K. Wagner. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 11, 2026, the reporting person transferred 2,241 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.
F2: These shares are owned directly by the Wagner Family Trust dated March 24, 2008 and indirectly by Patricia K. Wagner.
SOUTHERN CALIFORNIA GAS CO
Report date January 01, 2017 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securitites beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 11, 2026 Filed Aug 12, 2026 22:34 UTC | Primoris Services Corp PRIM · Entity 1018 | GiftCommon Stock | 2,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-26-000012 · form4-08122026_100824.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 F1 · ownership.direct: On August 11, 2026, the reporting person transferred 2,241 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| August 07, 2026 Filed Aug 17, 2026 17:08 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 2,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-26-000015 · wk-form4_1786986491.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,341 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| July 31, 2026 Filed Jul 31, 2026 22:05 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001663507-26-000010 · form4-07312026_060708.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,461 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during June 2026, resulting in a grant of 356 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 24, 2026 Filed Jun 26, 2026 17:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,741 | $41.96 | $115,012.36 |
DisclosureSEC source: 0001663507-26-000008 · wk-form4_1782493561.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,760 F1 · shares: The reported shares vest over a three-year period, with one-third vesting on each anniversary of the grant date. F2 · balance_after: Includes restricted stock awards under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| April 30, 2026 Filed May 1, 2026 21:08 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 268 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001663507-26-000006 · form4-05012026_090555.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,105 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during March 2026, resulting in a grant of 268 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 03, 2026 Filed Mar 6, 2026 00:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-26-000004 · edgardoc.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,213.8 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: Includes shares acquired through Dividend Reinvestment. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:05 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001663507-26-000002 · form4-02182026_060201.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,837 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during December 2025, resulting in a grant of 294 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| November 07, 2025 Filed Nov 13, 2025 01:31 UTC | Primoris Services Corp PRIM · Entity 1018 | SaleCommon Stock | 13,491 | $125.23 | $1,689,455.00 |
DisclosureSEC source: 0001663507-25-000009 · form4-11132025_011150.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Wagner Family Trust Disclosed balance after: 4,495 F1 · price: These shares were sold in multiple transactions at prices ranging from $125.14 to $125.73 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Wagner Family Trust dated March 24, 2008 and indirectly by Patricia K. Wagner. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 21:35 UTC | Primoris Services Corp PRIM · Entity 1018 | GiftCommon Stock | 615 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-25-000007 · form4-10312025_051001.xml · nonDerivative · entry 2 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543 F2 · kind: On October 29, 2025, the reporting person transferred 615 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 21:35 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 302 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001663507-25-000007 · form4-10312025_051001.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,158 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during September 2025, resulting in a grant of 302 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| July 30, 2025 Filed Jul 30, 2025 22:52 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 499 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-020622 · form4-07302025_100758.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,856 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during June 2025, resulting in a grant of 499 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 21:09 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-25-000005 · wk-form4_1752181774.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,019 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 14,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000006845-25-000134 · wk-form4_1751562365.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,377 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 15:54 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001663507-25-000003 · wk-form4_1751039668.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,471 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 13:14 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 6,106 | $0.00 | $0.00 |
DisclosureSEC source: 0000006845-25-000112 · wk-form4_1750425251.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,517 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 22:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GiftCommon Stock | 14,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017040 · form4-06122025_060601.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,357 F1 · ownership.direct: On June 11, 2025, the reporting person transferred 14,006 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is the trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| April 30, 2025 Filed May 1, 2025 22:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 589 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-011684 · form4-05012025_060519.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,363 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during March 2025, resulting in a grant of 589 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 04, 2025 Filed Mar 7, 2025 00:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008625 · form4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,332.8 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: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 00:51 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-005203 · form4-02222025_120232.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,774 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during December 2024, resulting in a grant of 467 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 23:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GiftCommon Stock | 3,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002540 · form4-01312025_060101.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,307 F1 · ownership.direct: On January 29, 2025, the reporting person transferred 3,365 shares of PRIM common stock to the Wagner Family Trust dated March 24, 2008 for no consideration. The reporting person is trustee of the trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 22:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-025927 · form4-11012024_061111.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,672 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during September 2024, resulting in a grant of 686 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 22:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 615 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-020659 · form4-08022024_060813.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,986 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during June 2024, resulting in a grant of 615 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 21:01 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000006845-24-000200 · wk-form4_1719003698.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,623 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,488 | $49.62 | $123,454.56 |
DisclosureSEC source: 0001127602-24-018100 · form4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,648.8 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 |
| May 01, 2024 Filed May 2, 2024 22:15 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-012076 · form4-05022024_060509.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,371 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during March 2024, resulting in a grant of 800 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,477 | $45.37 | $112,381.49 |
DisclosureSEC source: 0001127602-24-009081 · form4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,619 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. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:49 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004768 · marketforms-65250.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,142 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 |
| February 21, 2024 Filed Feb 26, 2024 22:27 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 998 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-005295 · form4-02262024_100238.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,571 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during December 2023, resulting in a grant of 998 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 20:30 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-014760 · form4-11032023_081145.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,573 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during September 2023, resulting in a grant of 975 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| August 02, 2023 Filed Aug 11, 2023 23:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-012165 · form4-08112023_070811.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,598 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during June 2023, resulting in a grant of 1,107 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 22:56 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039163 · doc4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,730 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| May 03, 2023 Filed May 4, 2023 21:30 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-007335 · form4-05042023_050519.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,491 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during March 2023, resulting in a grant of 1,283 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 23:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,870 | $58.83 | $110,012.10 |
DisclosureSEC source: 0001127602-23-009651 · form4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,115 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 |
| February 22, 2023 Filed Feb 25, 2023 00:51 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-003314 · form4-02252023_120206.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,208 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during December 2022, resulting in a grant of 1,515 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:31 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-011121 · form4-11072022_041104.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,693 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated August 2022, provides for the issuance of restricted stock with a value of $32,500. The price per share was based on the average closing price during September 2022, resulting in a grant of 1,724 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 20:05 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-008306 · form4-08052022_040811.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,969 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during June 2022, resulting in a grant of 1,211 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 22, 2022 Filed Jun 23, 2022 20:44 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038912 · doc4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,321 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2019 Non-Employee Director Stock Plan. Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:00 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-002809 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,758 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during March 2022, resulting in a grant of 1,119 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003565 · marketforms-55664.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,245 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 |
| February 24, 2022 Filed Feb 24, 2022 22:07 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-001605 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,639 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during Dec. 2021, resulting in a grant of 1,206 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| November 03, 2021 Filed Nov 3, 2021 22:02 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-009849 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,433 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during Sep. 2021, resulting in a grant of 1,111 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| August 03, 2021 Filed Aug 3, 2021 23:12 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-007885 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,322 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during June 2021, resulting in a grant of 916 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 24, 2021 Filed Jun 25, 2021 15:42 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043229 · doc4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,458 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. Read SEC document |
| June 24, 2021 Filed Mar 22, 2022 19:24 UTC Amendment | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020500 · doc4a.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,548 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. Read SEC document |
| May 04, 2021 Filed May 4, 2021 21:11 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-004864 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during March 2021, resulting in a grant of 802 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002688 · marketforms-51722.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,595 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. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 22:32 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002127 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,604 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during December 2020, resulting in a grant of 1,054 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000210 · marketforms-50855.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066 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 |
| November 05, 2020 Filed Nov 6, 2020 21:48 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-010880 · edgar.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,550 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during September 2020, resulting in a grant of 1,550 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 24, 2020 Filed Jun 25, 2020 19:40 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038870 · doc4.xml · nonDerivative · entry 1 Wagner Patricia K · CIK 0001663507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,827 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. 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.