Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | August 13, 2026 | August 14, 2026 |
| PROCEPT BioRobotics CorpPRCT · Entity 4831 | Director | June 04, 2024 | June 06, 2024 |
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 August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,103.922 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 3,700 · Balance 20,103.922 |
PROCEPT BioRobotics Corp
Report date June 04, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,007 |
Reported balance
After 2024-06-04 transaction · row 1
1 source rowRow 1 · 2024-06-04 · Grant · Acquired 1,376 · Balance 47,007 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.29 · Expires 2034-06-03 | Direct | 2,526 |
Reported balance
After 2024-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-04 · Grant · Acquired 2,526 · Balance 2,526 F2: The Stock Option was granted on June 4, 2024 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.
F2: The Stock Option was granted on June 4, 2024 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date.
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 13, 2026 Filed Aug 14, 2026 21:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 3,700 | $50.37 | $186,350.50 |
DisclosureSEC source: 0001214659-26-010432 · marketforms-73768.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,103.922 Read SEC document |
| May 21, 2026 Filed May 21, 2026 22:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 3,700 | $43.30 | $160,214.44 |
DisclosureSEC source: 0001214659-26-006649 · marketforms-73238.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,805 F1 · shares: This transaction was executed in multiple trades with a weighted average price of $43.3012. The reporting person hereby undertakes to provide 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 5, 2026 23:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001495768-26-000002 · edgardoc.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,504.8 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 |
| March 04, 2025 Filed Mar 6, 2025 23:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008610 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,623.8 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 |
| September 04, 2024 Filed Sep 5, 2024 00:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $55.09 | $30,574.95 |
DisclosureSEC source: 0001127602-24-023457 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,950.8 F1 · shares: The price reported represents the weighted average sale price per share. Upon request by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 16:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $54.33 | $30,153.15 |
DisclosureSEC source: 0001127602-24-022761 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,505.8 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $54.29 to $54.41. 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 |
| August 07, 2024 Filed Aug 8, 2024 16:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $52.91 | $29,364.05 |
DisclosureSEC source: 0001127602-24-021846 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,060.8 F1 · shares: The price reported represents the weighted average sale price per share. The shares were sold in multiple transactions at prices from $52.83 to $53.0050. Upon request by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| July 17, 2024 Filed Jul 17, 2024 21:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $52.99 | $29,408.67 |
DisclosureSEC source: 0001214659-24-012587 · marketforms-66580.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,616 Read SEC document |
| July 11, 2024 Filed Jul 11, 2024 22:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,654 | $50.07 | $82,815.78 |
DisclosureSEC source: 0001214659-24-012281 · marketforms-66548.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,171 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,488 | $49.62 | $123,454.56 |
DisclosureSEC source: 0001127602-24-018094 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,824.8 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 |
| June 04, 2024 Filed Jun 6, 2024 20:28 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantStock Option (Right to Buy) · Derivative | 2,526 | $0.00 Strike: $67.29 | $0.00 |
DisclosureSEC source: 0001628280-24-027048 · wk-form4_1717705709.xml · derivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,526 Underlying: Common Stock · 2,526 shares Expires 2034-06-03 F2 · derivative.exercise_date: The Stock Option was granted on June 4, 2024 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 20:28 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantCommon Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027048 · wk-form4_1717705709.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,007 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| May 15, 2024 Filed May 15, 2024 23:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $53.26 | $29,556.91 |
DisclosureSEC source: 0001127602-24-015540 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,318 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $53.09 to $53.50. 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 |
| May 01, 2024 Filed May 1, 2024 21:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 2,220 | $50.00 | $111,000.00 |
DisclosureSEC source: 0001127602-24-013769 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,873 F1 · price: The price reported represents the weighted average sale price per share. The shares were sold in multiple transactions at prices from $50.00 to $50.0150. Upon request by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2024 Filed May 4, 2024 01:41 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 20,000 | $60.00 | $1,200,000.00 |
DisclosureSEC source: 0001628280-24-020434 · wk-form4_1714786884.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,631 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2023. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,477 | $45.37 | $112,381.49 |
DisclosureSEC source: 0001127602-24-009075 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,570 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 01:53 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004773 · marketforms-65243.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,093 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 04, 2024 Filed Mar 6, 2024 21:50 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 8,238 | $48.99 | $403,583.74 |
DisclosureSEC source: 0001628280-24-009436 · wk-form4_1709761831.xml · nonDerivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,631 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2023 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.82 to $49.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:50 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 11,762 | $48.21 | $567,058.96 |
DisclosureSEC source: 0001628280-24-009436 · wk-form4_1709761831.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,869 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2023 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.82 to $48.815, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $51.90 | $28,804.50 |
DisclosureSEC source: 0001127602-24-000828 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,066 F1 · price: The price reported represents the weighted average sale price per share. The shares were sold in multiple transactions at prices from 51.750 to 52.060. Upon requste by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 20, 2023 Filed Dec 20, 2023 22:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $53.45 | $29,664.75 |
DisclosureSEC source: 0001127602-23-030203 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,621 F1 · price: 1. This transaction was executed in a single transaction at a price of $53.45 per share. 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 |
| December 06, 2023 Filed Dec 7, 2023 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 555 | $53.06 | $29,448.30 |
DisclosureSEC source: 0001127602-23-029043 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,176 F1 · shares: The price reported represents the weighted average sale price per share. The shares were sold in multiple transactions at prices from 52.945 to 53.285. Upon requste by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. F2 · ownership.direct: Thomas M Krummel, M.D., appointed to California Water Service Group Board of Directors effective July 1, 2010. Read SEC document |
| November 15, 2023 Filed Nov 15, 2023 22:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 555 | $51.77 | $28,730.63 |
DisclosureSEC source: 0001127602-23-027449 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,731 F1 · price: The price reported represents the weighted average sale price per share. The shares were sold in multiple transactions at prices from $51.75 to $51.82. Upon request by the staff of the U.S. Securities and Exchange Commission, the issuer, or a security holder of the issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 02, 2023 Filed Nov 4, 2023 00:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 2,220 | $50.00 | $111,000.00 |
DisclosureSEC source: 0001127602-23-026807 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,286 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:50 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantStock Option (Right to Buy) · Derivative | 4,865 | $0.00 Strike: $35.09 | $0.00 |
DisclosureSEC source: 0001628280-23-022498 · wk-form4_1686948588.xml · derivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,865 Underlying: Common Stock · 4,865 shares Expires 2033-06-14 F2 · derivative.exercise_date: The Stock Option was granted on June 15, 2023 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:50 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantCommon Stock | 2,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-022498 · wk-form4_1686948588.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,631 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,870 | $58.83 | $110,012.10 |
DisclosureSEC source: 0001127602-23-009599 · form4.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,506 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 |
| December 13, 2022 Filed Dec 20, 2022 02:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 469 | $64.89 | $30,433.41 |
DisclosureSEC source: 0001214659-22-015113 · marketforms-57898.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,636 F1 · price: 1. This transaction was executed in a single transaction at a price of $64.89 per share. 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 |
| November 30, 2022 Filed Nov 30, 2022 23:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,529 | $62.92 | $96,204.68 |
DisclosureSEC source: 0001214659-22-014340 · marketforms-57726.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,105 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $62.84 to $62.985 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 |
| June 22, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,689 | $0.00 Strike: $4.51 | $0.00 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · derivative · entry 9 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,792 Underlying: Common Stock · 2,689 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F5 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 22, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionCommon Stock | 2,689 | $4.51 | $12,134.11 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 3 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,834 | $0.00 Strike: $4.51 | $0.00 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · derivative · entry 8 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,481 Underlying: Common Stock · 6,834 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F5 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,477 | $0.00 Strike: $1.33 | $0.00 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · derivative · entry 7 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,477 shares Expires 2025-09-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F5 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 2,689 | $35.00 | $94,116.88 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 6 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,920 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.01. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 6,834 | $36.14 | $246,947.96 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 5 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,609 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $38.15. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | SaleCommon Stock | 10,477 | $36.14 | $378,588.49 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 4 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,443 F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $38.15. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (4) to this Form 4. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionCommon Stock | 6,834 | $4.51 | $30,838.43 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,231 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 23:11 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | Exercise / conversionCommon Stock | 10,477 | $1.33 | $13,934.41 |
DisclosureSEC source: 0001628280-22-017818 · wf-form4_165593947799902.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 18, 2022. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 20:09 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantCommon Stock · Derivative | 4,205 | $0.00 Strike: $38.85 | $0.00 |
DisclosureSEC source: 0001628280-22-016682 · wf-form4_165480538089574.xml · derivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,410 Underlying: Common Stock · 4,205 shares Expires 2032-06-06 F2 · price: The Stock option was granted on June 7, 2022 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. F2 · derivative.exercise_date: The Stock option was granted on June 7, 2022 and vests in full on the earlier to occur of (i) the one-year anniversary of the grant date, or (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 20:09 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantCommon Stock | 2,001 | $37.48 | $74,997.48 |
DisclosureSEC source: 0001628280-22-016682 · wf-form4_165480538089574.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,920 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Common Stock. The securities shall vest in full on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the date of the next annual meeting following the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003560 · marketforms-55657.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,634 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 |
| September 17, 2021 Filed Sep 21, 2021 22:35 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | ConversionSeries C Convertible Preferred Stock · Derivative | 5,963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-018955 · wf-form4_163226369378321.xml · derivative · entry 3 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,963 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. F1 · shares: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. F1 · price: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. F1 · derivative.exercise_date: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. F1 · derivative.expiration_date: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 22:35 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | PurchaseCommon Stock | 5,000 | $25.00 | $125,000.00 |
DisclosureSEC source: 0001628280-21-018955 · wf-form4_163226369378321.xml · nonDerivative · entry 2 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,919 F2 · shares: Represents a purchase in the Issuer's public offering. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 22:35 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | ConversionCommon Stock | 5,963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-018955 · wf-form4_163226369378321.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,919 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A Preferred Stock , Series B Preferred Stock, Series C Preferred Stock, Series D Preferred Stock, Series E Preferred Stock, Series F Preferred Stock and Series G Preferred Stock (collectively, the "Preferred Stock") will convert automatically into one share of Common Stock upon the closing of the Issuer's initial public offering. These shares had no expiration date. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 22:39 UTC | PROCEPT BioRobotics Corp PRCT · Entity 4831 | GrantStock Option (Right to Buy) · Derivative | 10,308 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001628280-21-018794 · wf-form4_163183193044457.xml · derivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,308 Underlying: Common Stock · 10,308 shares Expires 2031-09-14 F1 · shares: Option will vest and become exercisable in full on earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service. F1 · price: Option will vest and become exercisable in full on earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service. F1 · derivative.exercise_date: Option will vest and become exercisable in full on earlier of September 14, 2022 or the day prior to the date of the 2022 annual meeting of the stockholders, subject to the director's continued service. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 00:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002684 · marketforms-51716.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,984 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 |
| January 04, 2021 Filed Jan 6, 2021 21:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000214 · marketforms-50849.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,455 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 |
| March 03, 2020 Filed Mar 6, 2020 00:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002330 · marketforms-48173.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,241 Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 00:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001980 · marketforms-44511.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,433.91 Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001968 · marketforms-41333.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,507 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.