Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Corporate Controller & PAO | 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 | 5,720.277 |
Reported balance
After 2026-09-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-04 · Tax withholding · Disposed 30 · Balance 5,720.277 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: Includes shares acquired through the Employee Stock Purchase Program (ESPP). |
| Common StockSEC Table I · non-derivative | Direct | 5,690.277 |
Reported balance
After 2026-09-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-05 · Tax withholding · Disposed 30 · Balance 5,690.277 F3: 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: Includes shares acquired through the Employee Stock Purchase Program (ESPP).
F3: 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 20:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $50.03 | $1,500.90 |
DisclosureSEC source: 0001958895-26-000008 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690.277 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 June 5, 2024. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 20:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $50.03 | $1,500.90 |
DisclosureSEC source: 0001958895-26-000008 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,720.277 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 F2 · balance_after: Includes shares acquired through the Employee Stock Purchase Program (ESPP). Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 21:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $45.82 | $1,374.60 |
DisclosureSEC source: 0001958895-26-000006 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,723.135 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 21:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $45.24 | $1,357.20 |
DisclosureSEC source: 0001958895-26-000006 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,753.135 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 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 26 | $45.59 | $1,185.34 |
DisclosureSEC source: 0001958895-26-000004 · edgardoc.xml · nonDerivative · entry 4 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,783.135 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 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 226 | $45.59 | $10,303.34 |
DisclosureSEC source: 0001958895-26-000004 · edgardoc.xml · nonDerivative · entry 3 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,809.135 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 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001958895-26-000004 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,035.135 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 22:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 34 | $45.78 | $1,556.52 |
DisclosureSEC source: 0001958895-26-000004 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · VP, Corporate Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,487.135 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 01:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 137 | $46.99 | $6,437.63 |
DisclosureSEC source: 0001958895-26-000002 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,521.135 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 01:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001958895-26-000002 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,658.135 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 and Employee Stock Purchase Plan Read SEC document |
| December 07, 2025 Filed Dec 9, 2025 22:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $44.88 | $1,032.24 |
DisclosureSEC source: 0001958895-25-000003 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,975.101 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. F3 · balance_after: Includes shares acquired through the Employee Stock Purchase Program. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:16 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $44.88 | $1,301.52 |
DisclosureSEC source: 0001958895-25-000003 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,998.101 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 | 23 | $47.09 | $1,083.07 |
DisclosureSEC source: 0001035201-25-000037 · edgardoc.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,002.955 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. F3 · balance_after: Includes shares acquired through the Employee Stock Purchase Program. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 20:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $47.09 | $1,365.61 |
DisclosureSEC source: 0001035201-25-000037 · edgardoc.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,025.955 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 15:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $45.62 | $1,049.26 |
DisclosureSEC source: 0001127602-25-017250 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,008.31 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 698 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 22:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 28 | $45.85 | $1,283.80 |
DisclosureSEC source: 0001127602-25-017137 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,031.31 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 813 Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 23:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 26 | $47.90 | $1,245.40 |
DisclosureSEC source: 0001127602-25-009132 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,059.31 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 698 F2 · balance_after: Includes share acquired through the Employee Stock Purchase Program. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 00:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $46.65 | $6,251.10 |
DisclosureSEC source: 0001127602-25-008627 · form4.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,071.03 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 Restricted Stock (RSA) Award 813 F3 · price: Holdings include shares acquired in ESPP and dividend reinvestment transactions. Read SEC document |
| March 04, 2025 Filed Mar 7, 2025 00:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008627 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,205.03 F1 · 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. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $48.70 | $1,120.10 |
DisclosureSEC source: 0001127602-24-029014 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,863.03 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 #698. F2 · balance_after: Includes shares acquired through ESPP and dividend reinvestment. Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 23:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $54.28 | $1,248.44 |
DisclosureSEC source: 0001127602-24-023753 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,844.03 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 #698. F2 · balance_after: Includes shares acquired through ESPP Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 18:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 23 | $47.59 | $1,094.57 |
DisclosureSEC source: 0001127602-24-018343 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,839.37 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 #698. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 13:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 970 | $49.62 | $48,131.40 |
DisclosureSEC source: 0001127602-24-018112 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,862.37 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. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 107 | $46.24 | $4,947.68 |
DisclosureSEC source: 0001127602-24-009478 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,907 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 #698. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 00:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 970 | $45.37 | $44,008.90 |
DisclosureSEC source: 0001127602-24-009100 · form4.xml · nonDerivative · entry 2 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,014 F2 · 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. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment. Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:45 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004763 · marketforms-65262.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Controller & Principal Acctng 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,044 F1 · shares: This amendment is being made solely to remove 970 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected. F2 · balance_after: Holdings include shares acquired in ESPP and dividend reinvestment transactions. Read SEC document |
| March 07, 2023 Filed Mar 8, 2024 00:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 765 | $55.46 | $42,426.90 |
DisclosureSEC source: 0001127602-24-009100 · form4.xml · nonDerivative · entry 1 Scanlon Thomas A · CIK 0001958895 · Corporate Controller & Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,777.62 F1 · shares: Restricted stock granted 3/7/2023 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vest one-third on 3/7/2024, with the remaining 2/3 vesting quarterly over the succeeding 24 months. 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.