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 06, 2019 Filed Mar 8, 2019 01:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 346 | $52.05 | $18,009.30 |
DisclosureSEC source: 0001214659-19-001989 · marketforms-44487.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,014.33 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, 2019 Filed Mar 8, 2019 01:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,457 | $52.83 | $76,973.31 |
DisclosureSEC source: 0001214659-19-001989 · marketforms-44487.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,360.33 F1 · shares: Restricted stock granted 3/5/2019 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 5, 2020, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 2,366 | $52.53 | $124,285.98 |
DisclosureSEC source: 0001214659-19-001771 · marketforms-44408.xml · nonDerivative · entry 4 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,873 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#373. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 4,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001771 · marketforms-44408.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,239 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 3,025 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 143.667% payout of the original goal. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 150 | $52.53 | $7,879.50 |
DisclosureSEC source: 0001214659-19-001771 · marketforms-44408.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,894 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 #433. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 106 | $52.02 | $5,514.12 |
DisclosureSEC source: 0001214659-19-001771 · marketforms-44408.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,044 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 01, 2018 Filed Dec 4, 2018 17:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $45.72 | $6,126.48 |
DisclosureSEC source: 0001214659-18-007478 · marketforms-43406.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,150 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 #433. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $46.58 | $4,425.10 |
DisclosureSEC source: 0001214659-18-007410 · marketforms-43342.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,284 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 01, 2018 Filed Sep 4, 2018 17:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $41.15 | $5,514.10 |
DisclosureSEC source: 0001214659-18-005870 · marketforms-42829.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,379 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 #433. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 94 | $40.25 | $3,783.50 |
DisclosureSEC source: 0001214659-18-005817 · marketforms-42805.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,513 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 01, 2018 Filed Jun 4, 2018 22:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $40.00 | $5,360.00 |
DisclosureSEC source: 0001214659-18-004255 · marketforms-42210.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,607 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 #433. Read SEC document |
| May 30, 2018 Filed May 30, 2018 19:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $40.75 | $3,871.25 |
DisclosureSEC source: 0001214659-18-004172 · marketforms-42140.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,741 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 |
| March 06, 2018 Filed Mar 9, 2018 00:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,954 | $35.40 | $69,171.60 |
DisclosureSEC source: 0001214659-18-001972 · marketforms-41346.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,836 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,879 | $36.40 | $68,395.60 |
DisclosureSEC source: 0001214659-18-001814 · marketforms-41278.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,882 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 Unit (RSU) Award #349. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,498 | $36.40 | $127,327.20 |
DisclosureSEC source: 0001214659-18-001814 · marketforms-41278.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,761 F2 · shares: On 3/3/2015, the reporting person was granted a Restricted Stock Unit (RSU) of 2,446 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143% payout of the original goal. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $36.40 | $1,456.00 |
DisclosureSEC source: 0001214659-18-001814 · marketforms-41278.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,263 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 #338. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 141 | $37.95 | $5,350.95 |
DisclosureSEC source: 0001214659-18-001749 · marketforms-41218.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,303 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 #433. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 398 | $37.95 | $15,104.10 |
DisclosureSEC source: 0001214659-18-001749 · marketforms-41218.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,444 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 #397. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 18:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 39 | $41.55 | $1,620.45 |
DisclosureSEC source: 0001214659-18-000944 · marketforms-40938.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,842 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 #338. Read SEC document |
| January 03, 2018 Filed Jan 6, 2018 00:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 39 | $44.25 | $1,725.75 |
DisclosureSEC source: 0001214659-18-000242 · marketforms-40630.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881 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 #338. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 20:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $45.00 | $1,350.00 |
DisclosureSEC source: 0001214659-17-007173 · marketforms-40411.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,920 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 #338. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 20:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 114 | $45.00 | $5,130.00 |
DisclosureSEC source: 0001214659-17-007173 · marketforms-40411.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,950 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 #360. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $43.00 | $1,290.00 |
DisclosureSEC source: 0001214659-17-006413 · marketforms-40084.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,064 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 #338. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 15:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $39.65 | $1,189.50 |
DisclosureSEC source: 0001214659-17-005948 · marketforms-39845.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 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 #338. Read SEC document |
| September 03, 2017 Filed Sep 5, 2017 18:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $37.25 | $1,117.50 |
DisclosureSEC source: 0001214659-17-005489 · marketforms-39565.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,124 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 #338. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 114 | $37.25 | $4,246.50 |
DisclosureSEC source: 0001214659-17-005489 · marketforms-39565.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,154 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 #360. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 17:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $38.50 | $1,155.00 |
DisclosureSEC source: 0001214659-17-004797 · marketforms-39360.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,268 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 #338. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $36.85 | $1,105.50 |
DisclosureSEC source: 0001214659-17-004364 · marketforms-39175.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,298 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 #338. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $35.75 | $1,072.50 |
DisclosureSEC source: 0001214659-17-003866 · marketforms-39015.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,328 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 #338. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 114 | $35.50 | $4,047.00 |
DisclosureSEC source: 0001214659-17-003866 · marketforms-39015.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,358 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 #360 Read SEC document |
| May 03, 2017 Filed May 4, 2017 23:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $35.15 | $1,054.50 |
DisclosureSEC source: 0001214659-17-002995 · marketforms-38744.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,472 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 #338. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $34.95 | $1,048.50 |
DisclosureSEC source: 0001214659-17-002398 · marketforms-38511.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,502 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 #338. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 19:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 2,400 | $34.47 | $82,728.00 |
DisclosureSEC source: 0001214659-17-002045 · marketforms-38423.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,532 Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,614 | $36.50 | $58,911.00 |
DisclosureSEC source: 0001214659-17-001745 · marketforms-38254.xml · nonDerivative · entry 4 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,932 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 Restricted Stock Unit (RSU) Award #315. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,531 | $36.50 | $128,881.50 |
DisclosureSEC source: 0001214659-17-001745 · marketforms-38254.xml · nonDerivative · entry 3 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 F3 · shares: On 3/4/2014, the reporting person was granted a Restricted Stock Unit (RSU) of 2,622 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 135% payout of the original goal. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $36.50 | $1,350.50 |
DisclosureSEC source: 0001214659-17-001745 · marketforms-38254.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,015 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 #281. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $36.50 | $1,277.50 |
DisclosureSEC source: 0001214659-17-001745 · marketforms-38254.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,052 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 #338. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 519 | $37.00 | $19,203.00 |
DisclosureSEC source: 0001214659-17-001665 · marketforms-38206.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,087 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 #360. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 01:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,145 | $36.75 | $78,828.75 |
DisclosureSEC source: 0001214659-17-001633 · marketforms-38187.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,606 Read SEC document |
| February 04, 2017 Filed Feb 8, 2017 01:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $34.00 | $1,258.00 |
DisclosureSEC source: 0001214659-17-000831 · marketforms-37800.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,461 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 #281. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $34.00 | $1,190.00 |
DisclosureSEC source: 0001214659-17-000831 · marketforms-37800.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,498 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 #338. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $34.30 | $1,269.10 |
DisclosureSEC source: 0001214659-17-000150 · marketforms-37530.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,533 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 #281. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $33.75 | $1,181.25 |
DisclosureSEC source: 0001214659-17-000150 · marketforms-37530.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,570 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 #338. Read SEC document |
| December 04, 2016 Filed Dec 6, 2016 23:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $34.35 | $927.45 |
DisclosureSEC source: 0001214659-16-015217 · marketforms-37286.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,605 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 #281. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 23:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $34.35 | $858.75 |
DisclosureSEC source: 0001214659-16-015217 · marketforms-37286.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 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 #338. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.30 | $818.10 |
DisclosureSEC source: 0001214659-16-014432 · marketforms-36758.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,657 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 #281. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $30.70 | $767.50 |
DisclosureSEC source: 0001214659-16-014432 · marketforms-36758.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,684 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 #338. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 23:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.96 | $835.92 |
DisclosureSEC source: 0001214659-16-013998 · marketforms-36383.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,709 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 #281. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 23:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.76 | $794.00 |
DisclosureSEC source: 0001214659-16-013998 · marketforms-36383.xml · nonDerivative · entry 1 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 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 #338. Read SEC document |
| September 04, 2016 Filed Sep 7, 2016 00:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $31.04 | $838.08 |
DisclosureSEC source: 0001214659-16-013596 · marketforms-36221.xml · nonDerivative · entry 2 Luu Michael B · CIK 0001583179 · VP, Customer Service & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,761 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 #281. 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.