Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Director | June 23, 2026 | June 24, 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 June 23, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,999 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 3,666 · Balance 13,999 |
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 |
|---|---|---|---|---|---|---|
| June 23, 2026 Filed Jun 24, 2026 20:40 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,666 | $36.82 | $134,982.12 |
DisclosureSEC source: 0000078128-26-000071 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,999 Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:18 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,608 | $37.42 | $135,011.36 |
DisclosureSEC source: 0001127602-25-017976 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,333 Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 20:38 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,259 | $36.82 | $119,996.38 |
DisclosureSEC source: 0001127602-24-019164 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,725 Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:35 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,173 | $41.43 | $90,016.53 |
DisclosureSEC source: 0001127602-23-019263 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,466 Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 21:09 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 702 | $42.77 | $30,021.03 |
DisclosureSEC source: 0001127602-23-011055 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,293 Read SEC document |
| December 20, 2022 Filed Dec 21, 2022 22:57 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 591 | $46.56 | $27,516.96 |
DisclosureSEC source: 0001127602-22-028112 · form4.xml · nonDerivative · entry 1 Lewis Wilbert Bryan · CIK 0001955300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 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.