Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | SVP CFO and Treasurer | 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 | 6,485.53 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 50 · Balance 6,533.53 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 48 · Balance 6,485.53 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
H2O AMERICA
Report date November 03, 2022 · Filed November 04, 2022
Section 16 reporting ended · disclosed 2022-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,249 |
Reported balance
After 2022-11-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-11-03 · Sale · Disposed 709 · Balance 25,249 F1: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted previously by the Reporting Person. F2: The price reported in Column 4 is the exact price at which all shares were sold. F3: Represents 6,644 shares of the issuer's common stock, 12,068 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,037 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted previously by the Reporting Person.
F2: The price reported in Column 4 is the exact price at which all shares were sold.
F3: Represents 6,644 shares of the issuer's common stock, 12,068 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,037 shares of the issuer's common stock underling restricted stock units that 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 |
|---|---|---|---|---|---|---|
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $73.07 | $7,307.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 7 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,550 F8 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,673 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $73.04 | $7,304.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 6 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,650 F7 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,773 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 200 | $73.02 | $14,604.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,750 F6 · balance_after: Represents 3,773 shares of the issuer's common stock, 14,873 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $72.94 | $7,294.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,950 F5 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,073 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $72.93 | $7,293.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,050 F4 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,173 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $72.81 | $7,281.00 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,150 F3 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,273 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 31, 2020 Filed Feb 13, 2020 02:19 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 202 | $62.35 | $12,594.70 |
DisclosureSEC source: 0000766829-20-000050 · wf-form4_158156033108950.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,250 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 3,773 shares of the issuer's common stock, 15,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,604 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 300 | $69.98 | $20,994.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,048 F5 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,373 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 400 | $69.91 | $27,964.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,348 F4 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,673 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $69.85 | $6,985.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,748 F3 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,073 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $69.71 | $6,971.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,848 F2 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,173 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:09 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $69.68 | $6,968.00 |
DisclosureSEC source: 0000766829-20-000038 · wf-form4_157913337819675.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,948 F1 · balance_after: Represents 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,273 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:47 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 186 | $69.84 | $12,990.24 |
DisclosureSEC source: 0000766829-20-000030 · wf-form4_157844083038954.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,048 F1 · shares: Represents 186 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, 2020 pursuant to the terms of the January 3, 2017 Restricted Stock Issuance Agreement between the issuer and the reporting person. 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 3,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,373 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,604 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:50 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 399 | $69.63 | $27,782.37 |
DisclosureSEC source: 0000766829-20-000004 · wf-form4_157832580579816.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,234 F3 · shares: Represents 399 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, 2020 pursuant to the terms of the January 2, 2018 and January 2, 2019 Restricted Stock Unit Issuance Agreements 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 2,720 shares of the issuer's common stock, 16,953 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,061 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:50 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-20-000004 · wf-form4_157832580579816.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,633 F1 · shares: Represents 2,112 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 5,040 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 54 | $71.37 | $3,853.98 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 12 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,521 F12 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.28 | $7,128.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 11 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,575 F11 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,427 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.26 | $7,126.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 10 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,675 F10 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,527 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 146 | $71.23 | $10,399.58 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 9 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,775 F9 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,627 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.18 | $7,118.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 8 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,921 F8 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,773 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.17 | $7,117.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 7 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,021 F7 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,873 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.11 | $7,111.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 6 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,121 F6 · balance_after: Represents 2,720 shares of the issuer's common stock, 16,973 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.07 | $7,107.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 5 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,221 F5 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,073 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 100 | $71.01 | $7,101.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 4 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,321 F4 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,173 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 89 | $71.00 | $6,319.00 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,421 F3 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,273 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 1 | $70.99 | $70.99 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,510 F2 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,362 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:00 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 10 | $70.98 | $709.80 |
DisclosureSEC source: 0000766829-19-000150 · wf-form4_157618799614087.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,511 F1 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,363 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| July 31, 2019 Filed Aug 26, 2019 20:35 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 188 | $55.16 | $10,370.08 |
DisclosureSEC source: 0000766829-19-000118 · wf-form4_156685170976897.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,521 F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 2,720 shares of the issuer's common stock, 17,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:05 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 468 | $61.17 | $28,627.56 |
DisclosureSEC source: 0000766829-19-000073 · wf-form4_155148514564750.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,333 F1 · shares: Represents 468 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 of equity ("ROE") restricted stock units reported on the Form 4 filed on February 26, 2019. F2 · balance_after: Represents 2,532 shares of the issuer's common stock, 17,373 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 23:43 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000061 · wf-form4_155122458757129.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,801 F1 · shares: Represents 1,356 shares of common stock subject to the Restricted Stock Units that vested upon the attainment of certain performance goal based on return on equity ("ROE") measured over the 2018 calendar year period and continued service by the reporting person through December 31, 2018. F2 · balance_after: Represents 2,532 shares of the issuer's common stock, 16,485 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,284 shares of the issuer's common stock underlying restricted stock units including shares which 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, 2019 Filed Feb 14, 2019 17:05 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 218 | $50.96 | $11,109.28 |
DisclosureSEC source: 0000766829-19-000038 · wf-form4_155016394158934.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,445 F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan. F2 · balance_after: Represents 2,532 shares of the issuer's common stock, 16,485 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 2,928 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 00:43 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 414 | $56.83 | $23,527.62 |
DisclosureSEC source: 0000766829-19-000032 · wf-form4_154690818343597.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,227 F1 · shares: Represents 414 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 2,314 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 16,485 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 2,928 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2019 Filed Jan 5, 2019 00:06 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 186 | $55.05 | $10,239.30 |
DisclosureSEC source: 0000766829-19-000018 · wf-form4_154664676747716.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,641 F1 · shares: Represents 186 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 2,314 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,883 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,944 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:31 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 190 | $54.74 | $10,400.60 |
DisclosureSEC source: 0000766829-19-000012 · wf-form4_154664106241477.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,827 F3 · shares: Represents 190 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 2,314 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,612 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 4,401 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:31 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,535 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-19-000012 · wf-form4_154664106241477.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,017 F1 · shares: Represents 1,535 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,314 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 15,335 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 4,868 shares of the issuer's common stock underling restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| July 31, 2018 Filed Aug 24, 2018 22:48 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 200 | $54.98 | $10,996.00 |
DisclosureSEC source: 0000766829-18-000121 · wf-form4_153515088975986.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,482 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 2,314 shares of the issuer's common stock, 15,335 share of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,333 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 00:23 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 459 | $52.94 | $24,299.46 |
DisclosureSEC source: 0000766829-18-000078 · wf-form4_151995019982203.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,282 F1 · shares: Represents 459 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 of equity ("ROE") restricted stock units ("RSUs") reported on the Form 4 filed on February 27, 2018. F2 · balance_after: Represents 2,114 shares of the issuer's common stock, 15,335 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,333 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:02 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000064 · wf-form4_151977612915917.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,741 F1 · shares: Represents 1,330 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 2,114 shares of the issuer's common stock, 14,464 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,663 shares of the issuer's common stock underlying restricted stock units including shares which 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 20:20 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 211 | $50.86 | $10,731.46 |
DisclosureSEC source: 0000766829-18-000046 · wf-form4_151794841628188.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,411 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 2,114 shares of the issuer's common stock, 14,464 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 3,333 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:25 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 398 | $61.82 | $24,604.36 |
DisclosureSEC source: 0000766829-18-000036 · wf-form4_151519472599747.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,200 F1 · shares: Represents 398 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 1,903 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 14,464 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 3,333 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:55 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 200 | $62.87 | $12,574.00 |
DisclosureSEC source: 0000766829-18-000026 · wf-form4_151511009320287.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,598 F1 · shares: Represents 200 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 1,903 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 13,846 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 4,349 shares of the issuer's common stock underlying restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 01:24 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 408 | $63.47 | $25,895.76 |
DisclosureSEC source: 0000766829-18-000014 · wf-form4_151502905191542.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,798 F3 · shares: Represents 408 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 1,903 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 13,590 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 4,805 shares of the issuer's common stock underling restricted stock units that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 01:24 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,403 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-18-000014 · wf-form4_151502905191542.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,206 F1 · shares: Represents 1,403 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of services with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 1,903 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, 13,068 shares of the issuer's common stock held by Mr. Lynch and his spouse in joint tenancy, and 5,735 shares of the issuer's common stock underling restricted stock units. Read SEC document |
| July 31, 2017 Filed Aug 7, 2017 17:14 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 238 | $44.94 | $10,695.72 |
DisclosureSEC source: 0000766829-17-000099 · wf-form4_150212608658268.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,803 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 1,903 shares of the issuer's common stock, 13,068 share of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,332 shares of the issuer's common stock underling restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:22 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 717 | $48.53 | $34,796.01 |
DisclosureSEC source: 0000766829-17-000051 · wf-form4_148841055369433.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,565 F3 · shares: Represents 717 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 1,665 shares of common stock, 13,068 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of common stock held under a Roth IRA, and 4,332 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 23:22 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000051 · wf-form4_148841055369433.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,282 F1 · shares: Represents 1,908 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 1,665 shares of common stock, 11,877 shares of common stock held by Mr. Lynch and his spouse in joint tenancy, 2,500 shares of common stock held under a Roth IRA, and 6,240 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 00:06 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 170 | $50.26 | $8,544.20 |
DisclosureSEC source: 0000766829-17-000034 · wf-form4_148608036338424.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,374 F3 · balance_after: Represents 13,542 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,332 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 00:06 UTC | H2O AMERICA SJW · Entity 4308 | OtherCommon Stock | 141 | $42.59 | $6,005.19 |
DisclosureSEC source: 0000766829-17-000034 · wf-form4_148608036338424.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,544 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 13,712 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,332 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:32 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 372 | $55.30 | $20,571.60 |
DisclosureSEC source: 0000766829-17-000022 · wf-form4_148365912586051.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,403 F1 · shares: Represents 372 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. 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 13,571 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 4,332 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:16 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 170 | $56.42 | $9,591.40 |
DisclosureSEC source: 0000766829-17-000006 · wf-form4_148363299841154.xml · nonDerivative · entry 3 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,775 F5 · balance_after: Represents 12,927 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 5,348 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.