Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP Corp Sect, Gov & Assurance | 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 | 12,806.564 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 75 · Balance 12,879.564 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 73 · Balance 12,806.564 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 |
|---|---|---|---|---|---|---|
| September 05, 2026 Filed Sep 8, 2026 20:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 73 | $50.03 | $3,652.19 |
DisclosureSEC source: 0001629473-26-000008 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect, Gov & Assurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,806.564 F2 · shares: 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. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 20:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 75 | $50.03 | $3,752.25 |
DisclosureSEC source: 0001629473-26-000008 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect, Gov & Assurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,879.564 F1 · shares: 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 Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 21:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 73 | $45.82 | $3,344.86 |
DisclosureSEC source: 0001629473-26-000006 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect, Gov & Assurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,953.8 F2 · shares: 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. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 74 | $45.24 | $3,347.76 |
DisclosureSEC source: 0001629473-26-000006 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect, Gov & Assurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,026.8 F1 · shares: 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 Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 63 | $45.59 | $2,872.17 |
DisclosureSEC source: 0001629473-26-000004 · edgardoc.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,100.8 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) Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 534 | $45.59 | $24,345.06 |
DisclosureSEC source: 0001629473-26-000004 · edgardoc.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,163.8 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 a Performance Stock Unit (PSU) Award. Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001629473-26-000004 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,697.8 F2 · shares: The reporting person was granted a Performance Stock Unit (PSU) award on 3/7/2023. The PSU vested in full based on the satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 46% payout of the original goal Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 80 | $45.78 | $3,662.40 |
DisclosureSEC source: 0001629473-26-000004 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,797.8 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) Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 01:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 327 | $46.99 | $15,365.73 |
DisclosureSEC source: 0001629473-26-000002 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,877.8 F3 · shares: 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 Read SEC document |
| March 03, 2026 Filed Mar 6, 2026 01:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001629473-26-000002 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,204.8 F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with one-third on March 3, 2027, and with the remaining 2/3 vesting quarterly over the succeeding 24 months. F2 · balance_after: Includes shares acquired through Dividend Reinvestment. Read SEC document |
| December 23, 2025 Filed Dec 23, 2025 18:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 924 | $43.34 | $40,046.16 |
DisclosureSEC source: 0001214659-25-018389 · marketforms-71697.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,511.8 F1 · shares: The sale of 924 shares was executed in a single transaction with the share price of $43.34. The reporting person hereby undertakes to provide upon request to the SEC staff the issuer or security holder of the full issuer information regarding the number shares and price at which the transaction was effected. Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $44.88 | $2,558.16 |
DisclosureSEC source: 0001629473-25-000003 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,435.8 F2 · shares: 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 7, 2023. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 73 | $44.88 | $3,276.24 |
DisclosureSEC source: 0001629473-25-000003 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,492.8 F1 · shares: 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. Read SEC document |
| September 07, 2025 Filed Sep 9, 2025 20:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $47.09 | $2,684.13 |
DisclosureSEC source: 0001035201-25-000035 · edgardoc.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,565.8 F2 · shares: 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 7, 2023. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 73 | $47.09 | $3,437.57 |
DisclosureSEC source: 0001035201-25-000035 · edgardoc.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP Corp Sect & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,622.8 F1 · shares: 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. Read SEC document |
| June 07, 2025 Filed Jun 11, 2025 15:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $45.62 | $2,600.34 |
DisclosureSEC source: 0001127602-25-017252 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,695.8 F1 · shares: 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 #687. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 22:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 71 | $45.85 | $3,255.35 |
DisclosureSEC source: 0001127602-25-017135 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,752.8 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 #809. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 23:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 63 | $47.90 | $3,017.70 |
DisclosureSEC source: 0001127602-25-009143 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,823.8 F1 · shares: 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 #687. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 01:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 319 | $46.65 | $14,881.35 |
DisclosureSEC source: 0001127602-25-008645 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,886.8 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 Restricted Stock (RSA) Award 809. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 02:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008474 · form4.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,205.8 F4 · shares: Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 4, 2026, with the remaining 2/3 vesting quarterly over the succeeding 24 months. F5 · balance_after: Includes share acquired through dividend reinvestment Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 63 | $45.45 | $2,863.35 |
DisclosureSEC source: 0001127602-25-008474 · form4.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,552.8 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 Restricted Stock (RSA) Award 644 Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,073 | $45.45 | $48,767.85 |
DisclosureSEC source: 0001127602-25-008474 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,615.8 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 Performance Stock Unit (PSU) award 660. Read SEC document |
| March 03, 2025 Filed Mar 6, 2025 02:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008474 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,688.8 F1 · shares: On 3/1/2022, the reporting person was granted a Performance Stock Unit (PSU) of 1619 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 112% payout of the original goal. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 01:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $48.70 | $2,775.90 |
DisclosureSEC source: 0001127602-24-029010 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,874.8 F1 · shares: 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 #687. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 20:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $51.19 | $2,917.83 |
DisclosureSEC source: 0001127602-24-028406 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,904.8 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 #644. Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 22:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $54.28 | $3,093.96 |
DisclosureSEC source: 0001127602-24-023740 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,961.8 F1 · shares: 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 #687. Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 21:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $55.33 | $3,153.81 |
DisclosureSEC source: 0001127602-24-023347 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,018.8 F1 · shares: Represents number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) award 644 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 18:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $47.59 | $2,712.63 |
DisclosureSEC source: 0001127602-24-018341 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,075.8 F1 · shares: 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 #687. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 13:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,616 | $49.62 | $80,185.92 |
DisclosureSEC source: 0001127602-24-018110 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,132.8 F1 · shares: Restricted stock granted June 5, 2024 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-third on March 5, 2025, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| June 01, 2024 Filed Jun 3, 2024 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017383 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,516.8 F1 · shares: Represents number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) award 644 F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 23:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 233 | $46.24 | $10,773.92 |
DisclosureSEC source: 0001127602-24-009482 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,178 F1 · shares: 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 #687. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,616 | $45.37 | $73,317.92 |
DisclosureSEC source: 0001127602-24-009093 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,411 F1 · shares: Restricted stock granted 3/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vest one-third on 3/5/2025, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:40 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004757 · marketforms-65255.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · VP, Corp Sec &Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,795 F1 · shares: This amendment is being made solely to remove 1,616 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected. Read SEC document |
| March 03, 2024 Filed Mar 5, 2024 22:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 65 | $45.53 | $2,959.45 |
DisclosureSEC source: 0001127602-24-008629 · form4.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,795 F5 · shares: 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 #601. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 22:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,334 | $45.43 | $60,603.62 |
DisclosureSEC source: 0001127602-24-008629 · form4.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,860 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 #616 Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 22:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008629 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,194 F3 · shares: On 3/2/2021, the reporting person was granted a Performance Stock Unit (PSU) of 1485 shares of common stock. The PSU vested in full based on satisfaction on certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 152% payout of the original goal. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 64 | $45.43 | $2,907.52 |
DisclosureSEC source: 0001127602-24-008629 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,936 F1 · shares: 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 #644. F2 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 23:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 675 | $52.56 | $35,478.00 |
DisclosureSEC source: 0001127602-23-029493 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,983 F1 · price: The sale of 675 shares executed in a single transaction with share price of $52.56 Read SEC document |
| December 03, 2023 Filed Dec 5, 2023 01:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $51.69 | $2,998.02 |
DisclosureSEC source: 0001127602-23-028785 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,658 F2 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #601. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 01:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $61.69 | $3,516.33 |
DisclosureSEC source: 0001127602-23-028785 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,716 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #644. Read SEC document |
| September 03, 2023 Filed Sep 6, 2023 18:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 58 | $50.10 | $2,905.80 |
DisclosureSEC source: 0001127602-23-023760 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,773 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 601. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 18:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 57 | $50.10 | $2,855.70 |
DisclosureSEC source: 0001127602-23-023760 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,831 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 644. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 58 | $57.89 | $3,357.62 |
DisclosureSEC source: 0001127602-23-017932 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,888 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 Restricted Stock (RSA) award 601. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 57 | $56.12 | $3,198.84 |
DisclosureSEC source: 0001127602-23-017932 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,946 F1 · shares: Represents number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) award 644 Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,275 | $58.83 | $75,008.25 |
DisclosureSEC source: 0001127602-23-009612 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,003 F1 · shares: Restricted stock granted 03/07/2023 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-third on March 7, 2024, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 856 | $56.84 | $48,655.04 |
DisclosureSEC source: 0001127602-23-009162 · form4.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,728 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 #543 Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009162 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,584 F2 · shares: On 3/3/2020, the reporting person was granted a Performance Stock Unit (PSU) of 1453 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 156% payout of the original goal. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $56.84 | $2,387.28 |
DisclosureSEC source: 0001127602-23-009162 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,131 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 528. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 20:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 65 | $56.76 | $3,689.40 |
DisclosureSEC source: 0001127602-23-009025 · form4.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,173 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 #601. Read SEC document |
| March 01, 2023 Filed Mar 6, 2023 20:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 251 | $55.90 | $14,030.90 |
DisclosureSEC source: 0001127602-23-009025 · form4.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,238 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 #644. 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.