Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN STATES WATER COAWR · Entity 4127 | Director | May 19, 2026 | May 20, 2026 |
| SEMPRASRE · Entity 3017 | Corp. Group President | February 21, 2018 | February 23, 2018 |
| Williams Industrial Services Group Inc.WLMS · Entity 114766 | Director | February 02, 2023 | February 03, 2023 |
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.
AMERICAN STATES WATER CO
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,836.199 |
Ending reported balance
After 2026-05-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-03 · Grant · Acquired 3.4182 · Balance 4,309.6627 F1: Der units credited on 09/03/2025 at FMV Row 2 · 2026-02-14 · Disposition to issuer · Disposed 0.3341 · Balance 4,309.3286 F2: Adjustment due to partial shares Row 3 · 2026-05-19 · Grant · Acquired 526.8704 · Balance 4,836.199 |
Filing footnotes · ownership attribution and instrument terms
F1: Der units credited on 09/03/2025 at FMV
F2: Adjustment due to partial shares
SEMPRA
Report date February 21, 2018 · Filed February 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,391.92 |
Ending reported balance
After 2018-02-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-02-21 · Grant · Acquired 2,906.53 · Balance 21,905.45 Row 2 · 2018-02-21 · Tax withholding · Disposed 1,005.53 · Balance 20,899.92 Row 3 · 2018-02-21 · Grant · Acquired 2,287.97 · Balance 23,187.89 Row 4 · 2018-02-21 · Tax withholding · Disposed 795.97 · Balance 22,391.92 |
Williams Industrial Services Group Inc.
Report date February 02, 2023 · Filed February 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 259,442 |
Reported balance
After 2023-02-02 transaction · row 1
1 source rowRow 1 · 2023-02-02 · Grant · Acquired 85,821 · Balance 259,442 F1: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 2, 2024. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 2, 2024. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 20, 2026 00:36 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 526.8704 | $75.92 | $40,000.00 |
DisclosureSEC source: 0001056903-26-000055 · form4.xml · nonDerivative · entry 3 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,836.199 Read SEC document |
| February 14, 2026 Filed May 20, 2026 00:36 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.3341 | $0.00 | $0.00 |
DisclosureSEC source: 0001056903-26-000055 · form4.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309.3286 F2 · shares: Adjustment due to partial shares Read SEC document |
| September 03, 2025 Filed May 20, 2026 00:36 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 3.4182 | $73.52 | $251.31 |
DisclosureSEC source: 0001056903-26-000055 · form4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309.6627 F1 · shares: Der units credited on 09/03/2025 at FMV Read SEC document |
| May 20, 2025 Filed May 22, 2025 00:24 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 560.9574 | $80.22 | $45,000.00 |
DisclosureSEC source: 0001567619-25-000312 · form4.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,306.2445 Read SEC document |
| September 03, 2024 Filed May 22, 2025 00:24 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 2.9582 | $81.25 | $240.35 |
DisclosureSEC source: 0001567619-25-000312 · form4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,745.2871 F1 · shares: DER Units credited on 09/03/2024 as dividend at FMV Read SEC document |
| May 21, 2024 Filed May 22, 2024 21:25 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 516.3289 | $77.47 | $40,000.00 |
DisclosureSEC source: 0001056903-24-000038 · form4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,742.3289 Read SEC document |
| March 05, 2024 Filed Mar 5, 2024 22:59 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | PurchaseCommon Shares | 750 | $71.39 | $53,542.50 |
DisclosureSEC source: 0001056903-24-000023 · form4.xml · nonDerivative · entry 3 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226 Read SEC document |
| February 15, 2024 Filed Mar 5, 2024 22:59 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.4716 | $0.00 | $0.00 |
DisclosureSEC source: 0001056903-24-000023 · form4.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,476 F2 · shares: Adjustment to Partial Share Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 00:51 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | PurchaseCommon Shares | 100 | $77.89 | $7,789.00 |
DisclosureSEC source: 0001209191-23-055097 · doc4.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,474.1793 Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 00:51 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | PurchaseCommon Shares | 900 | $77.90 | $70,110.00 |
DisclosureSEC source: 0001209191-23-055097 · doc4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,374.1793 Read SEC document |
| September 01, 2023 Filed Mar 5, 2024 22:59 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 2.2923 | $84.07 | $192.71 |
DisclosureSEC source: 0001056903-24-000023 · form4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,476.4716 F1 · shares: DER Acquired on 09/01/2023 at FMV Read SEC document |
| May 23, 2023 Filed May 24, 2023 22:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 448.1793 | $89.25 | $40,000.00 |
DisclosureSEC source: 0001209191-23-031990 · doc4.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,474.1793 Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 18:34 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | GrantCommon Stock, $0.01 par value per share | 85,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010736 · tm235487-1_4seq1.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,442 F1 · shares: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 2, 2024. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited. Read SEC document |
| February 02, 2023 Filed May 24, 2023 22:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 1.9271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031990 · doc4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,026 F1 · shares: Adjustment due to partial share Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 17:01 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | GrantCommon Stock, $0.01 par value per share | 48,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-012843 · tm225700-2_4seq1.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,621 F1 · shares: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 3, 2023. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited. Read SEC document |
| May 18, 2021 Filed May 19, 2021 22:49 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 516.2623 | $77.48 | $40,000.00 |
DisclosureSEC source: 0001209191-21-034162 · doc4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516.2623 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 16:22 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | GrantCommon Stock, $0.01 par value per share | 27,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-013717 · a4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,972 F1 · shares: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on February 4, 2022. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting upon occurrence of certain events. Any shares that do not vest will be forfeited. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 18:27 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | GrantCommon Stock, $0.01 par value per share | 73,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-034870 · a4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,574 F1 · shares: Consists of restricted shares granted under the 2015 Equity Incentive Plan, as amended and restated, all of which will vest on March 13, 2021. The vesting of the grant disclosed herein is subject to continued service as a director through the vesting and accelerated vesting in the event of certain terminations. Any shares that do not vest will be forfeited. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:50 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | Exercise / conversionSubscription Rights (right to buy) · Derivative | 19,027 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001104659-20-030887 · a4.xml · derivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,376 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Represents the reporting person's exercise of basic subscription rights pursuant to the Rights Offering described in footnote 1. F3 · derivative.exercise_price: Represents exercise price per whole share of Common Stock. F4 · derivative.expiration_date: The Rights Offering expired on March 2, 2020, and final determination of the pro rata allocation for each exercising holder was determined on March 5, 2020. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 18:50 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | Exercise / conversionCommon Stock, $0.01 par value per share | 5,376 | $1.30 | $6,988.80 |
DisclosureSEC source: 0001104659-20-030887 · a4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares of the issuer's common stock, par value $0.01 per share ("Common Stock"), acquired by the reporting person following the exercise of his basic subscription rights in connection with the issuer's rights offering to holders of Common Stock, as described in the issuer's prospectus dated February 12, 2020 (the "Rights Offering"). Each holder of Common Stock of record as of February 12, 2020 received one right for each share of Common Stock, and each right entitled the holder of Common Stock to purchase 0.28255024 shares of Common Stock at the subscription price of $1.30 per whole share. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 16:19 UTC | Williams Industrial Services Group Inc. WLMS · Entity 114766 | GrantCommon Stock, $0.01 par value per share | 19,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-035059 · a4.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,027 F1 · shares: Consists of restricted shares, 4,757 of which will vest on January 22 of each of 2020, 2021 and 2022 and 4,756 of which will vest on January 22, 2023. The vesting of the grants disclosed herein is subject to continued service as a director through the vesting and accelerated vesting in the event of certain terminations. Any shares that do not vest will be forfeited. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 795.97 | $105.43 | $83,919.12 |
DisclosureSEC source: 0001228379-18-000023 · edgar.xml · nonDerivative · entry 4 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,391.92 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,287.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000023 · edgar.xml · nonDerivative · entry 3 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,187.89 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,005.53 | $105.43 | $106,013.03 |
DisclosureSEC source: 0001228379-18-000023 · edgar.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,899.92 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:43 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,906.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000023 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,905.45 Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 20:52 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 12.37 | $107.16 | $1,325.57 |
DisclosureSEC source: 0001228379-18-000021 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,998.92 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:50 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,681.38 | $105.35 | $177,133.38 |
DisclosureSEC source: 0001228379-18-000014 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,978.37 Read SEC document |
| February 13, 2017 Filed Feb 13, 2017 22:18 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 2,233 | $105.00 | $234,465.00 |
DisclosureSEC source: 0001228379-17-000039 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,567.15 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:28 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 12.6 | $102.58 | $1,292.51 |
DisclosureSEC source: 0001228379-17-000027 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,800.15 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:45 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,781.63 | $101.13 | $180,176.24 |
DisclosureSEC source: 0001228379-17-000019 · edgar.xml · nonDerivative · entry 2 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,748.57 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,553.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000019 · edgar.xml · nonDerivative · entry 1 DAVIS STEVEN D · CIK 0001254882 · Corp. Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,530.2 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.