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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 3, 2017 00:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,060 | $36.75 | $75,705.00 |
DisclosureSEC source: 0001214659-17-001611 · marketforms-38153.xml · nonDerivative · entry 1 Krummel Thomas M · CIK 0001495768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,059 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.