Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Rates & Reg Affairs | August 04, 2026 | August 05, 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.
CALIFORNIA WATER SERVICE GROUP
Report date August 04, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,311.037 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Grant · Acquired 446 · Balance 1,311.037 F1: Restricted stock granted on 8/4/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 3, 2027 with the remaining 2/3 vesting quarterly over the succeeding 24 months. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted on 8/4/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 3, 2027 with the remaining 2/3 vesting quarterly over the succeeding 24 months.
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 04, 2026 Filed Aug 5, 2026 19:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-009646 · marketforms-73701.xml · nonDerivative · entry 1 Shimansky Gregory Dale · CIK 0002138819 · VP, Rates & Reg Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,311.037 F1 · shares: Restricted stock granted on 8/4/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 3, 2027 with the remaining 2/3 vesting quarterly over the succeeding 24 months. 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.