Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Chief Human Resource Offcr | September 04, 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.
CALIFORNIA WATER SERVICE GROUP
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,979.22 |
Reported balance
After 2026-09-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-04 · Tax withholding · Disposed 42 · Balance 2,979.22 F1: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025 F2: Includes shares acquired through the Employee Stock Purchase Program (ESPP). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025
F2: Includes shares acquired through the Employee Stock Purchase Program (ESPP).
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 04, 2026 Filed Sep 8, 2026 20:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $50.03 | $2,101.26 |
DisclosureSEC source: 0002058905-26-000008 · edgardoc.xml · nonDerivative · entry 1 HAMNER KRISTAN A · CIK 0002058905 · VP, Chief Human Resource Offcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,979.22 F1 · shares: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025 F2 · balance_after: Includes shares acquired through the Employee Stock Purchase Program (ESPP). Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $45.24 | $1,854.84 |
DisclosureSEC source: 0002058905-26-000005 · edgardoc.xml · nonDerivative · entry 1 HAMNER KRISTAN A · CIK 0002058905 · VP, Chief Human Resource Offcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,003.819 F1 · shares: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025 F2 · balance_after: Includes shares acquired through the Employee Stock Purchase Program (ESPP). Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 01:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 190 | $46.99 | $8,928.10 |
DisclosureSEC source: 0002058905-26-000003 · edgardoc.xml · nonDerivative · entry 2 HAMNER KRISTAN A · CIK 0002058905 · VP, Chief Human Resource Offcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,943.457 F3 · shares: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025 Read SEC document |
| March 03, 2026 Filed Mar 6, 2026 01:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0002058905-26-000003 · edgardoc.xml · nonDerivative · entry 1 HAMNER KRISTAN A · CIK 0002058905 · VP, Chief Human Resource Offcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,133.457 F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with one-third on March 3, 2027, and with the remaining 2/3 vesting quarterly over the succeeding 24 months. F2 · balance_after: Includes shares acquired through the Employee Stock Purchase Program. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 02:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008480 · form4.xml · nonDerivative · entry 1 HAMNER KRISTEN A · CIK 0002058905 · VP, Chief Human Resource Offcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,378 F1 · shares: Restricted stock granted on 3/4/2025 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 4, 2026, 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.