Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Vice President, Engineering | September 04, 2026 | September 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CALIFORNIA WATER SERVICE GROUP
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,258.929 |
Ending reported balance
After 2026-09-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Tax withholding · Disposed 41 · Balance 8,298.929 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 40 · Balance 8,258.929 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 20:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $50.03 | $2,001.20 |
DisclosureSEC source: 0001965544-26-000008 · edgardoc.xml · nonDerivative · entry 2 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,258.929 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 20:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $50.03 | $2,051.23 |
DisclosureSEC source: 0001965544-26-000008 · edgardoc.xml · nonDerivative · entry 1 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,298.929 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 21:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $45.82 | $1,832.80 |
DisclosureSEC source: 0001965544-26-000006 · edgardoc.xml · nonDerivative · entry 2 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,340 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 21:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $45.24 | $1,809.60 |
DisclosureSEC source: 0001965544-26-000006 · edgardoc.xml · nonDerivative · entry 1 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,380 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 22:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 34 | $45.59 | $1,550.06 |
DisclosureSEC source: 0001965544-26-000004 · edgardoc.xml · nonDerivative · entry 4 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,420 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 22:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 296 | $45.59 | $13,494.64 |
DisclosureSEC source: 0001965544-26-000004 · edgardoc.xml · nonDerivative · entry 3 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,454 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 22:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001965544-26-000004 · edgardoc.xml · nonDerivative · entry 2 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 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 22:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 44 | $45.78 | $2,014.32 |
DisclosureSEC source: 0001965544-26-000004 · edgardoc.xml · nonDerivative · entry 1 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,202 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 01:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 179 | $46.99 | $8,411.21 |
DisclosureSEC source: 0001965544-26-000002 · edgardoc.xml · nonDerivative · entry 2 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,246 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 01:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001965544-26-000002 · edgardoc.xml · nonDerivative · entry 1 Peters Todd Kenneth · CIK 0001965544 · Vice President, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,425 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.