Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICAHTO · Entity 4308 | CAO, PAO and Controller | July 30, 2026 | August 03, 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.
H2O AMERICA
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,631 |
Reported balance
After 2026-07-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-30 · Tax withholding · Disposed 1,154 · Balance 13,631 F1: Represents 1,154 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 30, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 30, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4. F2: Represents 3,052 shares of Common Stock and 10,579 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,154 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 30, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 30, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4.
F2: Represents 3,052 shares of Common Stock and 10,579 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 23:06 UTC | H2O AMERICA HTO · Entity 4308 | Tax withholdingCommon Stock | 1,154 | $61.97 | $71,513.38 |
DisclosureSEC source: 0002079031-26-000003 · wk-form4_1785798417.xml · nonDerivative · entry 1 Mattern Megan · CIK 0002079031 · CAO, PAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,631 F1 · shares: Represents 1,154 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on July 30, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 30, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 3,052 shares of Common Stock and 10,579 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:12 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014252 · wk-form4_1772583127.xml · nonDerivative · entry 1 Mattern Megan · CIK 0002079031 · CAO, PAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,785 F1 · shares: Represents 2,166 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 14,785 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| July 30, 2025 Filed Jul 31, 2025 22:47 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 10,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-25-000084 · wk-form4_1754002019.xml · nonDerivative · entry 2 Mattern Megan · CIK 0002079031 · CAO, PAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,619 F1 · shares: Represents shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. Read SEC document |
| July 30, 2025 Filed Jul 31, 2025 22:47 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 2,356 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-25-000084 · wk-form4_1754002019.xml · nonDerivative · entry 1 Mattern Megan · CIK 0002079031 · CAO, PAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,356 F1 · shares: Represents shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. 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.