Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP Rates & Regulatory Affairs | June 04, 2026 | June 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 June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,774.22 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Tax withholding · Disposed 67 · Balance 13,774.22 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 | 13,708.22 |
Reported balance
After 2026-06-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-05 · Tax withholding · Disposed 66 · Balance 13,708.22 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 |
|---|---|---|---|---|---|---|
| June 03, 2022 Filed Jun 6, 2022 19:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 33 | $54.96 | $1,813.68 |
DisclosureSEC source: 0001214659-22-007846 · marketforms-56351.xml · nonDerivative · entry 2 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,181.93 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 #527. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 19:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $55.21 | $1,656.30 |
DisclosureSEC source: 0001214659-22-007846 · marketforms-56351.xml · nonDerivative · entry 1 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,037 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 #600. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 707 | $58.63 | $41,451.41 |
DisclosureSEC source: 0001214659-22-003707 · marketforms-55708.xml · nonDerivative · entry 4 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,067 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 #506. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003707 · marketforms-55708.xml · nonDerivative · entry 3 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,774 F3 · shares: On 3/5/2019, the reporting person was granted a Performance Stock Unit (PSU) of 875 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 01:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 39 | $58.63 | $2,286.57 |
DisclosureSEC source: 0001214659-22-003707 · marketforms-55708.xml · nonDerivative · entry 2 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,385 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 #504. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $57.01 | $2,109.37 |
DisclosureSEC source: 0001214659-22-003707 · marketforms-55708.xml · nonDerivative · entry 1 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,424 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 #527. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 140 | $56.90 | $7,966.00 |
DisclosureSEC source: 0001214659-22-003601 · marketforms-55674.xml · nonDerivative · entry 2 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461 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 (RSA) Award #600. 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 22:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003601 · marketforms-55674.xml · nonDerivative · entry 1 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,559 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 6, 2022 20:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 259 | $69.87 | $18,096.33 |
DisclosureSEC source: 0001214659-22-000413 · marketforms-55010.xml · nonDerivative · entry 1 Milleman Greg A · CIK 0001763798 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,281 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 #567. 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.