Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Global Water Resources, Inc.GWRS · Entity 234 | Vice President and Controller | September 03, 2026 | September 08, 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.
Global Water Resources, Inc.
Report date September 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,479 |
Ending reported balance
After 2026-09-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-03 · Grant · Acquired 1,666 · Balance 2,850 F1: Shares represent restricted shares that vested on September 3, 2026. Row 2 · 2026-09-03 · Tax withholding · Disposed 371 · Balance 2,479 F2: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,666 restricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent restricted shares that vested on September 3, 2026.
F2: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,666 restricted shares.
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 |
|---|---|---|---|---|---|---|
| September 03, 2026 Filed Sep 8, 2026 22:21 UTC | Global Water Resources, Inc. GWRS · Entity 234 | Tax withholdingCommon Stock | 371 | $8.92 | $3,309.32 |
DisclosureSEC source: 0001628280-26-060969 · wk-form4_1788906105.xml · nonDerivative · entry 2 Upchurch Kyle · CIK 0002144247 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,479 F2 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 1,666 restricted shares. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 22:21 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantCommon Stock | 1,666 | $8.92 | $14,860.72 |
DisclosureSEC source: 0001628280-26-060969 · wk-form4_1788906105.xml · nonDerivative · entry 1 Upchurch Kyle · CIK 0002144247 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,850 F1 · shares: Shares represent restricted shares that vested on September 3, 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.