Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | SVP Operations | 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 | 8,251.915 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 69 · Balance 8,318.915 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 67 · Balance 8,251.915 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.
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 |
|---|---|---|---|---|---|---|
| December 02, 2022 Filed Dec 5, 2022 16:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $64.30 | $2,764.90 |
DisclosureSEC source: 0001214659-22-014507 · marketforms-57690.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,116 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 #598. Read SEC document |
| September 03, 2022 Filed Sep 6, 2022 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 28 | $58.44 | $1,636.32 |
DisclosureSEC source: 0001214659-22-010921 · marketforms-57018.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,159 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 #525. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 44 | $58.44 | $2,571.36 |
DisclosureSEC source: 0001214659-22-010921 · marketforms-57018.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,187 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 #598. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 18:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 28 | $54.96 | $1,538.88 |
DisclosureSEC source: 0001214659-22-007838 · marketforms-56349.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,231 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 #525. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 18:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $55.21 | $2,374.03 |
DisclosureSEC source: 0001214659-22-007838 · marketforms-56349.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,259 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 #598. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 761 | $58.63 | $44,617.43 |
DisclosureSEC source: 0001214659-22-003709 · marketforms-55707.xml · nonDerivative · entry 4 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,302 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 #505. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003709 · marketforms-55707.xml · nonDerivative · entry 3 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,063 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 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $58.63 | $2,403.83 |
DisclosureSEC source: 0001214659-22-003709 · marketforms-55707.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,674 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 #503. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 39 | $57.01 | $2,223.39 |
DisclosureSEC source: 0001214659-22-003709 · marketforms-55707.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,715 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 #525. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 247 | $56.90 | $14,054.30 |
DisclosureSEC source: 0001214659-22-003603 · marketforms-55672.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,754 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 #598. F3 · balance_after: Includes shares acquired through Dividend Reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003603 · marketforms-55672.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · VP, Rates and Regulatory Aff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,969 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 23:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 94 | $69.87 | $6,567.78 |
DisclosureSEC source: 0001214659-22-000366 · marketforms-54980.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,691 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 #565. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 22:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $65.36 | $1,895.44 |
DisclosureSEC source: 0001214659-21-012754 · marketforms-54511.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,785 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 #503. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 28 | $65.36 | $1,830.08 |
DisclosureSEC source: 0001214659-21-012754 · marketforms-54511.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,814 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 #525. Read SEC document |
| September 05, 2021 Filed Sep 7, 2021 17:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $64.49 | $1,870.21 |
DisclosureSEC source: 0001214659-21-009332 · marketforms-53738.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,842 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 #503. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 17:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 28 | $64.49 | $1,805.72 |
DisclosureSEC source: 0001214659-21-009332 · marketforms-53738.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,871 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 #525. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 17:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $56.66 | $1,643.14 |
DisclosureSEC source: 0001214659-21-006349 · marketforms-53052.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,899 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 #503. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $56.94 | $1,537.38 |
DisclosureSEC source: 0001214659-21-006311 · marketforms-53051.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,909 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 #525. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 02:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 34 | $52.96 | $1,800.64 |
DisclosureSEC source: 0001214659-21-002874 · marketforms-51799.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,936 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 #503. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 130 | $53.21 | $6,917.30 |
DisclosureSEC source: 0001214659-21-002742 · marketforms-51754.xml · nonDerivative · entry 2 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 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 #525. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002742 · marketforms-51754.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,100 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 20:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000206 · marketforms-50897.xml · nonDerivative · entry 1 Mares Michael S JR · CIK 0001763820 · Vice President, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,789 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. 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.