Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP Facilities Fleet Procure IT | 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 | 14,805.45 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 68 · Balance 14,871.45 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 66 · Balance 14,805.45 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 01, 2018 Filed Dec 4, 2018 17:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $45.72 | $2,606.04 |
DisclosureSEC source: 0001214659-18-007481 · marketforms-43403.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,983 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 #363. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 48 | $46.58 | $2,235.84 |
DisclosureSEC source: 0001214659-18-007413 · marketforms-43345.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,040 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 #400. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 17:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $41.15 | $2,345.55 |
DisclosureSEC source: 0001214659-18-005867 · marketforms-42832.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,088 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 #363. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 49 | $40.25 | $1,972.25 |
DisclosureSEC source: 0001214659-18-005814 · marketforms-42808.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,145 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 #400. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 22:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $40.00 | $2,240.00 |
DisclosureSEC source: 0001214659-18-004257 · marketforms-42213.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 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 (RSA) Award #363. Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 47 | $40.75 | $1,915.25 |
DisclosureSEC source: 0001214659-18-004169 · marketforms-42143.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 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 #400. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,173 | $35.40 | $41,524.20 |
DisclosureSEC source: 0001214659-18-001973 · marketforms-41349.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,297 Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 65 | $37.95 | $2,466.75 |
DisclosureSEC source: 0001214659-18-001752 · marketforms-41221.xml · nonDerivative · entry 2 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 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 #363. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 221 | $37.95 | $8,386.95 |
DisclosureSEC source: 0001214659-18-001752 · marketforms-41221.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,189 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 #400. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 20:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $45.00 | $2,565.00 |
DisclosureSEC source: 0001214659-17-007170 · marketforms-40414.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 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 #363. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $37.25 | $2,123.25 |
DisclosureSEC source: 0001214659-17-005484 · marketforms-39568.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,467 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 #363. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $35.50 | $1,988.00 |
DisclosureSEC source: 0001214659-17-003863 · marketforms-39018.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524 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 #363. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 220 | $37.00 | $8,140.00 |
DisclosureSEC source: 0001214659-17-001669 · marketforms-38203.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,580 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 #363. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,287 | $36.75 | $47,297.25 |
DisclosureSEC source: 0001214659-17-001620 · marketforms-38190.xml · nonDerivative · entry 1 Ouyang Elissa Y · CIK 0001668263 · Chief Procurement & Lead CI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 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.