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 |
|---|---|---|---|---|---|---|
| December 03, 2022 Filed Dec 5, 2022 17:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $64.30 | $2,314.80 |
DisclosureSEC source: 0001214659-22-014509 · marketforms-57693.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,489 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 #528. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 17:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $64.30 | $3,665.10 |
DisclosureSEC source: 0001214659-22-014509 · marketforms-57693.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,525 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 #601. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 00:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 615 | $56.74 | $34,895.10 |
DisclosureSEC source: 0001214659-22-011423 · marketforms-57179.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,582 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.73 to 56.77. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 03, 2022 Filed Sep 6, 2022 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $58.44 | $2,103.84 |
DisclosureSEC source: 0001214659-22-010923 · marketforms-57010.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,197 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 #528. F3 · balance_after: The securities owned includes share acquired through ESPP and dividend reinvestment. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $58.44 | $3,331.08 |
DisclosureSEC source: 0001214659-22-010923 · marketforms-57010.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,233 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 #601. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 18:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $54.96 | $1,978.56 |
DisclosureSEC source: 0001214659-22-007836 · marketforms-56352.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 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 #528. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 18:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $55.21 | $3,146.97 |
DisclosureSEC source: 0001214659-22-007836 · marketforms-56352.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,326 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 #601. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 794 | $58.63 | $46,552.22 |
DisclosureSEC source: 0001214659-22-003706 · marketforms-55709.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,383 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 #498. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003706 · marketforms-55709.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,177 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 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $58.63 | $2,521.09 |
DisclosureSEC source: 0001214659-22-003706 · marketforms-55709.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,788 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 #486. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $57.01 | $2,337.41 |
DisclosureSEC source: 0001214659-22-003706 · marketforms-55709.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,831 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 #528. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 257 | $56.90 | $14,623.30 |
DisclosureSEC source: 0001214659-22-003577 · marketforms-55675.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,872 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 |
| March 01, 2022 Filed Mar 3, 2022 19:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003577 · marketforms-55675.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 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 23:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 119 | $69.87 | $8,314.53 |
DisclosureSEC source: 0001214659-22-000364 · marketforms-54982.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,851 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 #568. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 01:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 430 | $70.75 | $30,422.50 |
DisclosureSEC source: 0001214659-21-013294 · marketforms-54680.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,970 F1 · price: Executed in a single transaction. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number and share prices at which the transaction was effected. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 23:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $65.36 | $2,483.68 |
DisclosureSEC source: 0001214659-21-012761 · marketforms-54522.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 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 #486. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 23:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $65.36 | $2,352.96 |
DisclosureSEC source: 0001214659-21-012761 · marketforms-54522.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,438 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 |
| September 05, 2021 Filed Sep 7, 2021 17:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $64.49 | $2,450.62 |
DisclosureSEC source: 0001214659-21-009330 · marketforms-53740.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,474 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 #486. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 17:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $64.49 | $2,321.64 |
DisclosureSEC source: 0001214659-21-009330 · marketforms-53740.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,512 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 |
| June 05, 2021 Filed Jun 7, 2021 17:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $56.66 | $2,153.08 |
DisclosureSEC source: 0001214659-21-006356 · marketforms-53059.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,548 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 #486. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $56.94 | $2,049.84 |
DisclosureSEC source: 0001214659-21-006306 · marketforms-53043.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,586 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 06, 2021 Filed Mar 9, 2021 01:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,000 | $52.96 | $52,960.00 |
DisclosureSEC source: 0001214659-21-002872 · marketforms-51796.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,622 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 #457. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002872 · marketforms-51796.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622 F3 · shares: On 3/6/2018, the reporting person was granted a Performance Stock Unit (PSU) of 1,173 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 146% payout of the original goal. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $52.96 | $3,018.72 |
DisclosureSEC source: 0001214659-21-002872 · marketforms-51796.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,909 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 #441. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 01:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $52.96 | $2,277.28 |
DisclosureSEC source: 0001214659-21-002872 · marketforms-51796.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,966 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 #486. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:02 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 165 | $53.21 | $8,779.65 |
DisclosureSEC source: 0001214659-21-002714 · marketforms-51747.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,009 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 #528. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 21:02 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002714 · marketforms-51747.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,174 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 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000201 · marketforms-50862.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,863 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 |
| December 06, 2020 Filed Dec 8, 2020 20:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $49.46 | $2,769.76 |
DisclosureSEC source: 0001214659-20-010249 · marketforms-50570.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,660 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 #441. Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 20:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $49.46 | $2,077.32 |
DisclosureSEC source: 0001214659-20-010249 · marketforms-50570.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,716 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 #486. Read SEC document |
| September 06, 2020 Filed Sep 8, 2020 19:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $45.88 | $2,569.28 |
DisclosureSEC source: 0001214659-20-007720 · marketforms-49651.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,758 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 #441. Read SEC document |
| September 05, 2020 Filed Sep 8, 2020 19:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $45.88 | $1,926.96 |
DisclosureSEC source: 0001214659-20-007720 · marketforms-49651.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,814 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 #486. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 21:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $48.45 | $2,664.75 |
DisclosureSEC source: 0001214659-20-005504 · marketforms-49001.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,856 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 #441. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 42 | $48.45 | $2,034.90 |
DisclosureSEC source: 0001214659-20-005504 · marketforms-49001.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,911 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 #486. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 23:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $54.37 | $2,990.35 |
DisclosureSEC source: 0001214659-20-002436 · marketforms-48244.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,953 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 #441. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 166 | $53.99 | $8,962.34 |
DisclosureSEC source: 0001214659-20-002436 · marketforms-48244.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,008 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 #486. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002342 · marketforms-48186.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,174 F1 · shares: Restricted stock granted 3/3/2020 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 3, 2021, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,177 | $47.96 | $56,448.92 |
DisclosureSEC source: 0001214659-20-002142 · marketforms-47954.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,336 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 #412. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002142 · marketforms-47954.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,513 F2 · shares: On 2/28/2017, the reporting person was granted a Performance Stock Unit (PSU) of 1,287 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 142.667% payout of the original goal. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 69 | $47.96 | $3,309.24 |
DisclosureSEC source: 0001214659-20-002142 · marketforms-47954.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,677 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 #399. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 22:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $51.89 | $2,905.84 |
DisclosureSEC source: 0001214659-19-007621 · marketforms-46814.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,746 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 #441. Read SEC document |
| November 27, 2019 Filed Nov 28, 2019 00:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $51.16 | $3,171.92 |
DisclosureSEC source: 0001214659-19-007457 · marketforms-46574.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,802 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 #399. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $54.69 | $3,062.64 |
DisclosureSEC source: 0001214659-19-005798 · marketforms-45737.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,864 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 #441. Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 21:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $55.80 | $3,459.60 |
DisclosureSEC source: 0001214659-19-005529 · marketforms-45635.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,920 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 #399. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 20:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $50.54 | $2,830.24 |
DisclosureSEC source: 0001214659-19-004119 · marketforms-45191.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,982 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 #441. Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:50 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $50.22 | $3,113.64 |
DisclosureSEC source: 0001214659-19-003892 · marketforms-45083.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,038 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 #399. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 01:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 226 | $52.05 | $11,763.30 |
DisclosureSEC source: 0001214659-19-001991 · marketforms-44489.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 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 #441. Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 01:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 875 | $52.83 | $46,226.25 |
DisclosureSEC source: 0001214659-19-001991 · marketforms-44489.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,326 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 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,590 | $52.53 | $83,522.70 |
DisclosureSEC source: 0001214659-19-001769 · marketforms-44410.xml · nonDerivative · entry 4 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,450 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 #380. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001769 · marketforms-44410.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,040 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 1,815 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.