Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICAHTO · Entity 4308 | Director · Chief Executive Officer | July 01, 2026 | July 06, 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 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,461 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Disposition to issuer · Disposed 374 · Balance 26,461 F1: Represents 374 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 1, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 1, 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 15,235 shares of Common Stock and 11,226 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse | 100 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 374 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 1, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated July 1, 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 15,235 shares of Common Stock and 11,226 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 |
|---|---|---|---|---|---|---|
| January 04, 2019 Filed Jan 8, 2019 00:17 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 389 | $56.83 | $22,106.87 |
DisclosureSEC source: 0000766829-19-000024 · wf-form4_154690662242753.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,324 F1 · shares: Represents 389 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2019 pursuant to the terms of the January 4, 2016 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 9,795 shares of the issuer's common stock and 2,529 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2019 Filed Jan 5, 2019 00:16 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 163 | $55.05 | $8,973.15 |
DisclosureSEC source: 0000766829-19-000020 · wf-form4_154664736563589.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,713 F1 · shares: Represents 163 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2019 pursuant to the terms of the January 3, 2017 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 9,231 shares of the issuer's common stock and 3,482 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 00:26 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 158 | $54.74 | $8,648.92 |
DisclosureSEC source: 0000766829-19-000004 · wf-form4_154656159703572.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,876 F3 · shares: Represents 158 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2019 pursuant to the terms of the January 2, 2018 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Represents 8,995 shares of the issuer's common stock and 3,881 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 00:26 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000004 · wf-form4_154656159703572.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,034 F1 · shares: Represents 1,352 shares of the issuer's common stock underlying restricted stock units granted to the reporting person under the issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the issuer's common stock when that unit vests. The units will vest in three successive annual installments upon the reporting person's completion of each year of service with the issuer over the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 8,765 shares of the issuer's common stock and 4,269 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| July 31, 2018 Filed Aug 24, 2018 22:45 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 75 | $54.98 | $4,123.50 |
DisclosureSEC source: 0000766829-18-000119 · wf-form4_153515071310684.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,682 F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 8,765 shares of the issuer's common stock and 2,917 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 00:20 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 401 | $52.94 | $21,228.94 |
DisclosureSEC source: 0000766829-18-000076 · wf-form4_151995001795499.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,607 F1 · shares: Represents 401 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the return on equity ("ROE") restricted stock units ("RSU") reported on the Form 4 filed on February 27, 2018. F2 · balance_after: Represents 8,690 shares of the issuer's common stock and 2,917 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:47 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000060 · wf-form4_151977526016280.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,008 F1 · shares: Represents 1,162 shares of common stock subject to the Restricted Stock Units ("RSU") that vested upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2017 calendar year period and continued service by the reporting person through December 31, 2017. F2 · balance_after: Represents 7,929 shares of the issuer's common stock and 4,079 shares of the issuer's common stock underlying restricted stock units including the shares that vested per footnote 1 above and restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2018 Filed Feb 6, 2018 20:25 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 372 | $50.86 | $18,919.92 |
DisclosureSEC source: 0000766829-18-000048 · wf-form4_151794870766350.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,846 F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 7,929 shares of the issuer's common stock and 2,917 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:22 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 392 | $61.82 | $24,233.44 |
DisclosureSEC source: 0000766829-18-000034 · wf-form4_151519453843579.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,474 F1 · shares: Represents 392 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2018 pursuant to the terms of the January 4, 2016 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 7,557 shares of the issuer's common stock and 2,917 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:58 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 175 | $62.87 | $11,002.25 |
DisclosureSEC source: 0000766829-18-000028 · wf-form4_151511029572541.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,866 F1 · shares: Represents 175 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2018 pursuant to the terms of the January 3, 2017 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: Represents 6,996 shares of the issuer's common stock and 3,870 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 01:27 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 351 | $63.47 | $22,277.97 |
DisclosureSEC source: 0000766829-18-000016 · wf-form4_151502925888652.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,041 F3 · shares: Represents 351 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 2, 2018 pursuant to the terms of the January 2, 2015 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Represents 6,772 shares of the issuer's common stock and 4,269 shares of the issuer's common stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 01:27 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000016 · wf-form4_151502925888652.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,392 F1 · shares: Represents 1,166 shares of the issuer's common stock underlying restricted stock units granted to the reporting person under the issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the issuer's common stock when that unit vests. The units will vest in three successive annual installments upon the reporting person's completion of each year of service with the issuer over the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 6,323 shares of the issuer's common stock and 5,069 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:47 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 223 | $44.94 | $10,021.62 |
DisclosureSEC source: 0000766829-17-000095 · wf-form4_150171401581282.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,226 F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 6,323 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:42 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 670 | $48.53 | $32,515.10 |
DisclosureSEC source: 0000766829-17-000053 · wf-form4_148841175604097.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,003 F3 · shares: Represents 670 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the ROE RSU reported herein. F4 · balance_after: Includes 6,100 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:42 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000053 · wf-form4_148841175604097.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,673 F1 · shares: Represents 1,785 shares of common stock that became issuable pursuant to the vesting of Restricted Stock Units ("RSU") upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2016 calendar year period and continued service by the reporting person through December 31, 2016. F2 · balance_after: Includes 4,985 shares of the issuer's common stock and 5,688 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:26 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 473 | $50.10 | $23,697.30 |
DisclosureSEC source: 0000766829-17-000030 · wf-form4_148607436485759.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,888 F3 · shares: Represents 473 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 31, 2017 pursuant to the terms of the January 31, 2014 Restricted Stock Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Represents 4,985 shares of the issuer's common stock and 3,903 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:26 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 336 | $42.59 | $14,310.24 |
DisclosureSEC source: 0000766829-17-000030 · wf-form4_148607436485759.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,361 F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 4,176 shares of the issuer's common stock and 5,185 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:29 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 416 | $55.30 | $23,004.80 |
DisclosureSEC source: 0000766829-17-000020 · wf-form4_148365894608685.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,025 F1 · shares: Represents 416 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2017 pursuant to the terms of the January 4, 2016 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer since the performance objective was attained. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: Includes 3,840 shares of issuer's common stock and 5,185 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:09 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 349 | $55.14 | $19,243.86 |
DisclosureSEC source: 0000766829-17-000014 · wf-form4_148363616781377.xml · nonDerivative · entry 2 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,441 F3 · shares: Represents 349 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2017 pursuant to the terms of the January 2, 2015 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer since the performance objective was attained. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F4 · balance_after: Includes 3,304 shares of issuer's common stock and 6,137 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:09 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000014 · wf-form4_148363616781377.xml · nonDerivative · entry 1 Walters Andrew F · CIK 0001598003 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,790 F1 · shares: Represents 1,197 shares of the issuer's common stock underlying restricted stock units granted to the reporting person under the issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the issuer's common stock when that unit vests. The units will vest in three successive annual installments upon the reporting person's completion of each year of service with the issuer over the three-year period measured from the issue date of the units, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Includes 2,854 shares of issuer's common stock and 6,936 shares of the issuer's common stock underlying restricted stock units. 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.