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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 16:16 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 958 | $55.14 | $52,824.12 |
DisclosureSEC source: 0000766829-17-000006 · wf-form4_148363299841154.xml · nonDerivative · entry 2 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,945 F3 · shares: Represents 958 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, 2014 and January 2, 2015 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 13,097 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 |
| January 03, 2017 Filed Jan 5, 2017 16:16 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-17-000006 · wf-form4_148363299841154.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,903 F1 · shares: Represents 1,370 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: Represents 11,861 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 7,542 shares of the issuer's common stock underlying restricted stock units. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 18:44 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 170 | $53.63 | $9,117.10 |
DisclosureSEC source: 0000766829-16-000121 · wf-form4_148070427044186.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,533 F1 · balance_after: Represents 11,861 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 6,172 shares of the issuer's common stock underling restricted stock units. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 22:11 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 170 | $50.44 | $8,574.80 |
DisclosureSEC source: 0000766829-16-000103 · wf-form4_147812466236450.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,703 F1 · balance_after: Represents 12,031 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 6,172 shares of the issuer's common stock underling restricted stock units. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 20:42 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 170 | $43.52 | $7,398.40 |
DisclosureSEC source: 0000766829-16-000093 · wf-form4_147552731976588.xml · nonDerivative · entry 1 Lynch James Patrick · CIK 0001502013 · CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,873 F1 · balance_after: Represents 12,201 shares of the issuer's common stock, 2,500 shares of the issuer's common stock held under a Roth IRA account, and 6,172 shares of the issuer's common stock underling 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.