Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | SVP Corp Svce & Chief Risk Of | 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 | 23,811.547 |
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 70 · Balance 23,811.547 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). |
| Common StockSEC Table I · non-derivative | Direct | 23,743.547 |
Reported balance
After 2026-09-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-05 · Tax withholding · Disposed 68 · Balance 23,743.547 F3: 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: Includes shares acquired through the Employee Stock Purchase Program (ESPP).
F3: 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 |
|---|---|---|---|---|---|---|
| March 03, 2023 Filed Mar 7, 2023 01:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 51 | $56.84 | $2,898.84 |
DisclosureSEC source: 0001127602-23-009168 · form4.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,943 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 (RSA) Award #524. Read SEC document |
| March 02, 2023 Filed Mar 4, 2023 00:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 48 | $56.76 | $2,724.48 |
DisclosureSEC source: 0001127602-23-008905 · form4.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,994 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 vesting of the Restricted Stock Award (RSA) Award #597 Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 237 | $55.90 | $13,248.30 |
DisclosureSEC source: 0001127602-23-008905 · form4.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,042 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) Award #641. Read SEC document |
| December 03, 2022 Filed Dec 5, 2022 17:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $64.30 | $2,764.90 |
DisclosureSEC source: 0001214659-22-014514 · marketforms-57689.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,204.92 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 vesting of the Restricted Stock (RSA) Award #524. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 17:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $64.30 | $2,572.00 |
DisclosureSEC source: 0001214659-22-014514 · marketforms-57689.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,196.14 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 (RSA) Award #597. Read SEC document |
| September 03, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $58.44 | $2,512.92 |
DisclosureSEC source: 0001214659-22-010916 · marketforms-57020.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,236.14 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 vesting of the Restricted Stock (RSA) Award #524. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $58.44 | $2,396.04 |
DisclosureSEC source: 0001214659-22-010916 · marketforms-57020.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,236.48 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 (RSA) Award #597. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 20:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 425 | $60.54 | $25,729.50 |
DisclosureSEC source: 0001214659-22-009628 · marketforms-56814.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,277.48 F1 · shares: Represents the sale of 425 shares executed in a single transaction with a share price of $60.54 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 19:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $54.96 | $2,363.28 |
DisclosureSEC source: 0001214659-22-007843 · marketforms-56348.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,702.48 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 vesting of the Restricted Stock (RSA) Award #524. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 19:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $55.21 | $2,208.40 |
DisclosureSEC source: 0001214659-22-007843 · marketforms-56348.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,618 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 (RSA) Award #597. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 865 | $58.63 | $50,714.95 |
DisclosureSEC source: 0001214659-22-003710 · marketforms-55705.xml · nonDerivative · entry 4 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,658 F4 · 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 Performance Stock Unit (PSU) Award #496. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003710 · marketforms-55705.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,523 F3 · shares: On 3/5/2019, the reporting person was granted a Performance Stock Unit (PSU) of 1,457 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 159% payout of the original goal. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 53 | $58.63 | $3,107.39 |
DisclosureSEC source: 0001214659-22-003710 · marketforms-55705.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,211 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 vesting of the Restricted Stock (RSA) Award #484. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 51 | $57.01 | $2,907.51 |
DisclosureSEC source: 0001214659-22-003710 · marketforms-55705.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,264 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 (RSA) Award #524. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 190 | $56.90 | $10,811.00 |
DisclosureSEC source: 0001214659-22-003604 · marketforms-55671.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,315 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 vesting of the Restricted Stock (RSA) Award #597. F3 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003604 · marketforms-55671.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,449.75 F1 · shares: Restricted stock granted 3/1/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 1, 2023, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 259 | $69.87 | $18,096.33 |
DisclosureSEC source: 0001214659-22-000367 · marketforms-54979.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,171.75 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 (RSA) Award #564. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 22:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $65.36 | $3,856.24 |
DisclosureSEC source: 0001214659-21-012760 · marketforms-54510.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,430.75 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 the Restricted Stock (RSA) Award #484. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $65.36 | $3,725.52 |
DisclosureSEC source: 0001214659-21-012760 · marketforms-54510.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,476.85 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 (RSA) Award #524. F2 · balance_after: Includes shares acquired through ESPP. Read SEC document |
| September 05, 2021 Filed Sep 7, 2021 17:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 60 | $64.49 | $3,869.40 |
DisclosureSEC source: 0001214659-21-009337 · marketforms-53732.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,506.7 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 the Restricted Stock (RSA) Award #484. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 17:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $64.49 | $3,675.93 |
DisclosureSEC source: 0001214659-21-009337 · marketforms-53732.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,566.7 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 (RSA) Award #524. F2 · balance_after: Includes shares acquired through ESPP. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 18:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $56.66 | $3,342.94 |
DisclosureSEC source: 0001214659-21-006358 · marketforms-53057.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,562.53 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 (RSA) Award #484. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $56.94 | $3,245.58 |
DisclosureSEC source: 0001214659-21-006301 · marketforms-53041.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,621.53 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 (RSA) Award #524. F2 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| May 06, 2021 Filed May 6, 2021 18:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 407 | $57.98 | $23,597.86 |
DisclosureSEC source: 0001214659-21-004974 · marketforms-52688.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,551.7 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $57.97 to 57.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,461 | $52.96 | $77,374.56 |
DisclosureSEC source: 0001214659-21-002921 · marketforms-51790.xml · nonDerivative · entry 4 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,958.7 F4 · 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 Performance Stock Unit (PSU) Award #451. F5 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002921 · marketforms-51790.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,387.72 F3 · shares: On 3/6/2018, the reporting person was granted a Performance Stock Unit (PSU) of 1,954 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 146% payout of the original goal. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 91 | $52.96 | $4,819.36 |
DisclosureSEC source: 0001214659-21-002921 · marketforms-51790.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,534.72 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 vesting of the Restricted Stock (RSA) Award #439. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $52.96 | $3,601.28 |
DisclosureSEC source: 0001214659-21-002921 · marketforms-51790.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,625.72 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 (RSA) Award #484. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 259 | $53.21 | $13,781.39 |
DisclosureSEC source: 0001214659-21-002720 · marketforms-51745.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,693.72 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 vesting of the Restricted Stock (RSA) Award #524. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 21:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002720 · marketforms-51745.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,952.72 F1 · shares: Restricted stock granted 3/2/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 2, 2022, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000203 · marketforms-50860.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,641.72 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. F1 · balance_after: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. F2 · balance_after: Includes shares acquired through the Employee Stock Participation Program Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 20:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $49.46 | $3,956.80 |
DisclosureSEC source: 0001214659-20-010256 · marketforms-50568.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025.16 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 vesting of the Restricted Stock (RSA) Award #439. F3 · balance_after: Includes shares acquired through the Employee Stock Participation Program and Dividend Reinvestment. Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 20:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $49.46 | $2,918.14 |
DisclosureSEC source: 0001214659-20-010256 · marketforms-50568.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,049.58 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 (RSA) Award #484. Read SEC document |
| September 06, 2020 Filed Sep 8, 2020 20:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $45.88 | $3,670.40 |
DisclosureSEC source: 0001214659-20-007723 · marketforms-49649.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,108.58 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 vesting of the Restricted Stock (RSA) Award #439. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| September 05, 2020 Filed Sep 8, 2020 20:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 60 | $45.88 | $2,752.80 |
DisclosureSEC source: 0001214659-20-007723 · marketforms-49649.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,125.44 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 (RSA) Award #484. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 21:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $48.45 | $3,876.00 |
DisclosureSEC source: 0001214659-20-005509 · marketforms-48996.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,185.44 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 vesting of the Restricted Stock (RSA) Award #439. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $48.45 | $2,858.55 |
DisclosureSEC source: 0001214659-20-005509 · marketforms-48996.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,128.54 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 (RSA) Award #484. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 00:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $54.37 | $4,349.60 |
DisclosureSEC source: 0001214659-20-002445 · marketforms-48242.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,187.54 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 vesting of the Restricted Stock (RSA) Award #439. Read SEC document |
| March 05, 2020 Filed Mar 10, 2020 00:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 239 | $53.99 | $12,903.61 |
DisclosureSEC source: 0001214659-20-002445 · marketforms-48242.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,211.57 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 (RSA) Award #484. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002344 · marketforms-48184.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,450.57 F1 · shares: Restricted stock granted 3/3/2020 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 3, 2021, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,586 | $47.96 | $76,064.56 |
DisclosureSEC source: 0001214659-20-002140 · marketforms-47947.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,053.57 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 the Performance Stock Unit (PSU) Award #410. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002140 · marketforms-47947.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,639.57 F2 · shares: On 2/28/2017, the reporting person was granted a Performance Stock Unit (PSU) of 2,145 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 142.667% payout of the original goal. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 99 | $47.96 | $4,748.04 |
DisclosureSEC source: 0001214659-20-002140 · marketforms-47947.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,579.57 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 (RSA) Award #397. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 21:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 86 | $51.89 | $4,462.54 |
DisclosureSEC source: 0001214659-19-007619 · marketforms-46812.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,678.57 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 (RSA) Award #439. F2 · balance_after: Represents the number of shares acquired through the Employee Stock Participation Program for September 2019, October 2019 and November 2019 and Dividend Reinvestment for November 2019. Read SEC document |
| November 27, 2019 Filed Nov 28, 2019 00:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $51.16 | $4,860.20 |
DisclosureSEC source: 0001214659-19-007459 · marketforms-46572.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,719.88 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 (RSA) Award #397. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 86 | $54.69 | $4,703.34 |
DisclosureSEC source: 0001214659-19-005791 · marketforms-45734.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,814.88 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 (RSA) Award #439. F2 · balance_after: Represents the number of shares acquired through the Employee Stock Participation Program for June 2019, July 2019 and August 2019 and Dividend Reinvestment for August 2019. Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 20:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $55.80 | $5,301.00 |
DisclosureSEC source: 0001214659-19-005527 · marketforms-45637.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,849.55 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 (RSA) Award #397. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 86 | $50.54 | $4,346.44 |
DisclosureSEC source: 0001214659-19-004117 · marketforms-45189.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,944.55 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 (RSA) Award #439. F2 · balance_after: Includes 111 shares acquired through the Employee Stock Participation Program for March 2019 through May 2019. Read SEC document |
| May 29, 2019 Filed May 30, 2019 23:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $49.23 | $49,230.00 |
DisclosureSEC source: 0001214659-19-003907 · marketforms-45102.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,919.33 F1 · shares: This transaction was executed in one trade of $49.23. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 28, 2019 Filed May 30, 2019 21:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $50.22 | $4,770.90 |
DisclosureSEC source: 0001214659-19-003895 · marketforms-45081.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,919.33 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 (RSA) Award #397. 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.