Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | President - Aqua | August 07, 2026 | August 11, 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.
Essential Utilities, Inc.
Report date August 07, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,347 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Sale · Disposed 2,855 · Balance 17,347 |
| Common Stock 401kSEC Table I · non-derivative | Direct | 1,830.675 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,830.675 F1: Represents shares acquired under the Company's 401k plan since the last filing. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired under the Company's 401k plan since the last filing.
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 07, 2026 Filed Aug 11, 2026 21:04 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 2,855 | $39.55 | $112,915.25 |
DisclosureSEC source: 0000078128-26-000078 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,347 Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 22:22 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 2,053 | $38.78 | $79,615.34 |
DisclosureSEC source: 0000078128-26-000041 · form4.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,104 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 22:22 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000041 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,157 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:21 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 2,053 | $38.78 | $79,615.34 |
DisclosureSEC source: 0000078128-26-000053 · form4a.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,925 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld and the correct date filed. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:21 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000053 · form4a.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,157 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:07 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,925 | $38.78 | $74,651.50 |
DisclosureSEC source: 0000078128-26-000052 · form4a.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,232 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:07 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000052 · form4a.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,157 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:17 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 643 | $37.69 | $24,234.67 |
DisclosureSEC source: 0000078128-26-000028 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President - Aqua 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,410 F1 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:09 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 9,207 | $39.19 Strike: $39.19 | $360,822.33 |
DisclosureSEC source: 0000078128-26-000014 · form4.xml · derivative · entry 3 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,207 Underlying: Common Stock · 9,207 shares Expires 2036-01-23 F4 · derivative.exercise_date: Grant of 9,207 shares of stock options which vest one-third each year on the anniversary of the grant. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:09 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000014 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,053 F1 · shares: Represents the award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest one-third each year on the anniversary. F2 · ownership.direct: Includes RSU shares not included in item 7 in the 2025 Form 4 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:20 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,865 | $35.65 | $66,487.25 |
DisclosureSEC source: 0001127602-25-006044 · form4.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,012 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:20 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006044 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,877 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/16/2022. Vesting determination was made by the Compensation Committee on 02/18/2025. Represents vesting at 83.31%. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:29 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003583 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,255 F1 · shares: Represents the award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest one-third each year on the anniversary of the achievement of designated performance goals. Read SEC document |
| February 05, 2025 Filed Feb 11, 2025 22:02 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004198 · form4a.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,255 F1 · shares: Represents the award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest one-third each year on the anniversary of the achievement of designated performance goals. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:40 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,528 | $35.48 | $54,213.44 |
DisclosureSEC source: 0001127602-24-007452 · form4.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,047 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock and performance-based share units. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:40 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007452 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,575 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/24/2021. Vesting determination was made by the Compensation Committee on 02/07/2024. Represents vesting at 77.94%. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:40 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 4,566 | $35.78 Strike: $35.78 | $163,371.48 |
DisclosureSEC source: 0001127602-24-002316 · form4.xml · derivative · entry 3 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,566 Underlying: Common Stock · 4,566 shares Expires 2034-01-24 F3 · shares: Grant of 4,566 shares of stock options which vest one-third each year on the anniversary of the grant, subject to the achievement of designated performance goals. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:40 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002316 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,239 F1 · shares: Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on 01/24/2027. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 21:00 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 1,244 | $41.84 | $52,048.96 |
DisclosureSEC source: 0001127602-23-018796 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,796 Read SEC document |
| February 26, 2023 Filed Mar 2, 2023 02:24 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 2,288 | $44.43 | $101,655.84 |
DisclosureSEC source: 0001127602-23-008051 · form4.xml · nonDerivative · entry 2 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,040 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock and performance-based share units. Read SEC document |
| February 26, 2023 Filed Mar 2, 2023 02:24 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008051 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,328 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/26/2020. Vesting determination was made by the Compensation Committee on 02/08/2023. Represents vesting at 171.16%. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:37 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,851 | $45.37 Strike: $45.37 | $129,349.87 |
DisclosureSEC source: 0001127602-23-007130 · form4.xml · derivative · entry 3 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,851 Underlying: Common Stock · 2,851 shares Expires 2033-02-22 F2 · shares: Grant of 2,851 shares of stock options which vest one-third each year on the anniversary of the grant, subject to the achievement of designated performance goals. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:37 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007130 · form4.xml · nonDerivative · entry 1 Arnold Colleen · CIK 0001957696 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,456 F1 · shares: Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on 2/22/2026. 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.