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 |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 5, 2019 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 97 | $52.53 | $5,095.41 |
DisclosureSEC source: 0001214659-19-001769 · marketforms-44410.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,433 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 #362. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 01:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $52.02 | $3,537.36 |
DisclosureSEC source: 0001214659-19-001769 · marketforms-44410.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,530 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 01, 2018 Filed Dec 4, 2018 17:45 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 87 | $45.72 | $3,977.64 |
DisclosureSEC source: 0001214659-18-007480 · marketforms-43404.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,598 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 #362. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $46.58 | $2,887.96 |
DisclosureSEC source: 0001214659-18-007412 · marketforms-43344.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685 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 01, 2018 Filed Sep 4, 2018 17:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 87 | $41.15 | $3,580.05 |
DisclosureSEC source: 0001214659-18-005868 · marketforms-42831.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,747 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 #362. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $40.25 | $2,495.50 |
DisclosureSEC source: 0001214659-18-005815 · marketforms-42807.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,834 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 01, 2018 Filed Jun 4, 2018 22:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 88 | $40.00 | $3,520.00 |
DisclosureSEC source: 0001214659-18-004258 · marketforms-42212.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896 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 #362. Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $40.75 | $2,526.50 |
DisclosureSEC source: 0001214659-18-004170 · marketforms-42142.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,984 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, 2018 Filed Mar 9, 2018 00:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,173 | $35.40 | $41,524.20 |
DisclosureSEC source: 0001214659-18-001974 · marketforms-41348.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,046 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,311 | $36.40 | $47,720.40 |
DisclosureSEC source: 0001214659-18-001816 · marketforms-41286.xml · nonDerivative · entry 3 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,873 F3 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Unit (RSU) Award #357. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,100 | $36.40 | $76,440.00 |
DisclosureSEC source: 0001214659-18-001816 · marketforms-41286.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,184 F2 · shares: On 3/3/2015, the reporting person was granted a Restricted Stock Unit (RSU) of 1,468 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 143% payout of the original goal. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 26 | $36.40 | $946.40 |
DisclosureSEC source: 0001214659-18-001816 · marketforms-41286.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,084 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 #340. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 84 | $37.95 | $3,187.80 |
DisclosureSEC source: 0001214659-18-001751 · marketforms-41220.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,110 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 #362. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 239 | $37.95 | $9,070.05 |
DisclosureSEC source: 0001214659-18-001751 · marketforms-41220.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,194 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 #399. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 17:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $41.55 | $955.65 |
DisclosureSEC source: 0001214659-18-000942 · marketforms-40940.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,433 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 #340. Read SEC document |
| January 03, 2018 Filed Jan 6, 2018 00:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $44.25 | $1,017.75 |
DisclosureSEC source: 0001214659-18-000252 · marketforms-40632.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456 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 #340. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 20:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $45.00 | $810.00 |
DisclosureSEC source: 0001214659-17-007171 · marketforms-40413.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 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 #340. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 20:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $45.00 | $3,060.00 |
DisclosureSEC source: 0001214659-17-007171 · marketforms-40413.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,497 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 #362. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $43.00 | $774.00 |
DisclosureSEC source: 0001214659-17-006411 · marketforms-40086.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,565 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 #340. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 15:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $39.65 | $713.70 |
DisclosureSEC source: 0001214659-17-005946 · marketforms-39847.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,583 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 #340. Read SEC document |
| September 03, 2017 Filed Sep 5, 2017 18:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $37.25 | $670.50 |
DisclosureSEC source: 0001214659-17-005487 · marketforms-39567.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,601 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 #340. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $37.25 | $2,533.00 |
DisclosureSEC source: 0001214659-17-005487 · marketforms-39567.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,619 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 #362. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 17:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $38.50 | $693.00 |
DisclosureSEC source: 0001214659-17-004799 · marketforms-39363.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,687 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 #340. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $36.85 | $663.30 |
DisclosureSEC source: 0001214659-17-004362 · marketforms-39177.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,705 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 #340. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 17 | $35.75 | $607.75 |
DisclosureSEC source: 0001214659-17-003864 · marketforms-39017.xml · nonDerivative · entry 2 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,723 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 #340. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 67 | $35.50 | $2,378.50 |
DisclosureSEC source: 0001214659-17-003864 · marketforms-39017.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,740 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 #362 Read SEC document |
| May 03, 2017 Filed May 4, 2017 23:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 18 | $35.15 | $632.70 |
DisclosureSEC source: 0001214659-17-002992 · marketforms-38746.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,807 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 #340. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 20 | $34.95 | $699.00 |
DisclosureSEC source: 0001214659-17-002400 · marketforms-38513.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,825 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 #340. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $36.50 | $766.50 |
DisclosureSEC source: 0001214659-17-001744 · marketforms-38256.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,845 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 #340. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 311 | $37.00 | $11,507.00 |
DisclosureSEC source: 0001214659-17-001667 · marketforms-38204.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,866 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 #362. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,287 | $36.75 | $47,297.25 |
DisclosureSEC source: 0001214659-17-001619 · marketforms-38189.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,177 Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 20 | $34.00 | $680.00 |
DisclosureSEC source: 0001214659-17-000833 · marketforms-37802.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 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 #340. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $33.75 | $708.75 |
DisclosureSEC source: 0001214659-17-000155 · marketforms-37534.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,910 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 #340. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 23:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 15 | $34.35 | $515.25 |
DisclosureSEC source: 0001214659-16-015215 · marketforms-37288.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 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 #340. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 23:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 15 | $30.70 | $460.50 |
DisclosureSEC source: 0001214659-16-014434 · marketforms-36760.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,946 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 #340. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 23:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 15 | $31.76 | $476.40 |
DisclosureSEC source: 0001214659-16-014004 · marketforms-36385.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,961 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 #340. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 00:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 14 | $31.04 | $434.56 |
DisclosureSEC source: 0001214659-16-013594 · marketforms-36223.xml · nonDerivative · entry 1 Mortensen Michelle R · CIK 0001629473 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,976 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 #340. 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.