Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP Water Res Plan & Sustain | 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 | 5,125.854 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 64 · Balance 5,163.854 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 Row 2 · 2026-09-05 · Tax withholding · Disposed 38 · Balance 5,125.854 F2: 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 June 5, 2024. |
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: 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 June 5, 2024.
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 05, 2026 Filed Sep 8, 2026 20:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $50.03 | $1,901.14 |
DisclosureSEC source: 0001996303-26-000008 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,125.854 F2 · 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 June 5, 2024. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 20:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 64 | $50.03 | $3,201.92 |
DisclosureSEC source: 0001996303-26-000008 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,163.854 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 Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 21:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $45.82 | $1,741.16 |
DisclosureSEC source: 0001996303-26-000006 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,228 F2 · 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 June 5, 2024. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:27 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 63 | $45.24 | $2,850.12 |
DisclosureSEC source: 0001996303-26-000006 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,266 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 Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 33 | $45.59 | $1,504.47 |
DisclosureSEC source: 0001996303-26-000004 · edgardoc.xml · nonDerivative · entry 4 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,329 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 281 | $45.59 | $12,810.79 |
DisclosureSEC source: 0001996303-26-000004 · edgardoc.xml · nonDerivative · entry 3 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,362 F3 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of a Performance Stock Unit (PSU) Award. Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001996303-26-000004 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,643 F2 · shares: The reporting person was granted a Performance Stock Unit (PSU) award on 3/7/2023. The PSU vested in full based on the satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 46% payout of the original goal Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $45.78 | $1,922.76 |
DisclosureSEC source: 0001996303-26-000004 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,095 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 01:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 283 | $46.99 | $13,298.17 |
DisclosureSEC source: 0001996303-26-000002 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,137 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 01:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001996303-26-000002 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,420 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 Dividend Reinvestment. Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 21:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $44.88 | $1,301.52 |
DisclosureSEC source: 0001996303-25-000003 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,756 F2 · 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 7, 2023. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $44.88 | $1,705.44 |
DisclosureSEC source: 0001996303-25-000003 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,785 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 June 5, 2024. Read SEC document |
| September 07, 2025 Filed Sep 9, 2025 20:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $47.09 | $1,365.61 |
DisclosureSEC source: 0001035201-25-000029 · edgardoc.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,823 F2 · 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 7, 2023. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $47.09 | $1,789.42 |
DisclosureSEC source: 0001035201-25-000029 · edgardoc.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP Water Res Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,852 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 June 5, 2024. Read SEC document |
| June 07, 2025 Filed Jun 11, 2025 15:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 29 | $45.62 | $1,322.98 |
DisclosureSEC source: 0001127602-25-017257 · form4.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,890 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 694 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 22:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 36 | $45.85 | $1,650.60 |
DisclosureSEC source: 0001127602-25-017129 · form4.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 802 Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 23:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 33 | $47.90 | $1,580.70 |
DisclosureSEC source: 0001127602-25-009134 · form4.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,955 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 694 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 00:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 166 | $46.65 | $7,743.90 |
DisclosureSEC source: 0001127602-25-008626 · form4.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,988 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 802 Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 02:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommonStock | 1,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008461 · form4.xml · nonDerivative · entry 4 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,154 F4 · 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. F5 · balance_after: Includes share acquired through dividend reinvestment Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 33 | $45.45 | $1,499.85 |
DisclosureSEC source: 0001127602-25-008461 · form4.xml · nonDerivative · entry 3 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,501 F3 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 638 Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommonStock | 537 | $45.45 | $24,406.65 |
DisclosureSEC source: 0001127602-25-008461 · form4.xml · nonDerivative · entry 2 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,534 F2 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Performance Stock Unit (PSU) award 653 Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommonStock | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008461 · form4.xml · nonDerivative · entry 1 Jenkins Kenneth G · CIK 0001996303 · VP, Water Res. Plan & Sustain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,071 F1 · shares: On 3/1/2022, the reporting person was granted a Performance Stock Unit (PSU) of 938 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 112% payout of the original goal. 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.