Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN STATES WATER COAWR · Entity 4127 | SVP OF OPERATIONS | May 15, 2026 | May 15, 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.
AMERICAN STATES WATER CO
Report date May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 6,520.1735 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Sale · Disposed 1,304 · Balance 6,520.1735 |
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 |
|---|---|---|---|---|---|---|
| February 05, 2019 Filed Feb 7, 2019 23:37 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 135.8075 | $67.21 | $9,127.62 |
DisclosureSEC source: 0001209191-19-008244 · doc4.xml · nonDerivative · entry 2 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,821.4309 F2 · shares: 135.8075 shares withheld to satisfy tax liability. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 23:37 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 85.6428 | $67.21 | $5,756.05 |
DisclosureSEC source: 0001209191-19-008244 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957.2384 F1 · shares: 85.6428 shares withheld to satisfy tax liability. Read SEC document |
| January 29, 2019 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 652 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 7 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,042.8812 Read SEC document |
| January 10, 2019 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 257.4724 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 6 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,587.4071 F6 · shares: Updated 401k Read SEC document |
| January 10, 2019 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 1.9481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 5 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,390.8812 F5 · shares: Adjustment due to partial share Read SEC document |
| December 03, 2018 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 6.6999 | $68.02 | $455.73 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 4 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392.8293 F4 · shares: DER unites credited on 12/03/2018 as dividend at FMV Read SEC document |
| August 31, 2018 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.5072 | $60.43 | $453.66 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 3 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,386.1294 F3 · shares: DER Units credited on 08/31/2018 as dividend at FMV Read SEC document |
| August 13, 2018 Filed Aug 14, 2018 16:15 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | SaleCommon Shares | 727 | $59.32 | $43,122.73 |
DisclosureSEC source: 0001209191-18-046544 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,644.192 Read SEC document |
| June 01, 2018 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.4302 | $56.36 | $418.77 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 2 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,378.6222 F2 · shares: DER Units credited on 06/01/2018 as dividend at FMV Read SEC document |
| March 01, 2018 Filed Feb 1, 2019 02:43 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 8.0095 | $52.03 | $416.73 |
DisclosureSEC source: 0001209191-19-006325 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,371.192 F1 · shares: DER Units credited on 03/01/2018 as dividend at FMV Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 00:16 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 133.3876 | $53.40 | $7,122.90 |
DisclosureSEC source: 0001209191-18-008233 · doc4.xml · nonDerivative · entry 3 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,363.1825 F3 · shares: 326.2907 previously reported RSU's of which 133.3876 were withheld to satisfy tax liability Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 00:16 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 81.6429 | $53.40 | $4,359.73 |
DisclosureSEC source: 0001209191-18-008233 · doc4.xml · nonDerivative · entry 2 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,496.5701 F2 · shares: 199.7135 previously reported RSU's of which 81.6429 were withheld to satisfy tax liability Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 00:16 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 40.779 | $53.40 | $2,177.60 |
DisclosureSEC source: 0001209191-18-008233 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,578.213 F1 · shares: 99.7534 previously reported RSU's of which 40.779 were withheld to satisfy tax liability Read SEC document |
| January 30, 2018 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 7 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,618.992 Read SEC document |
| January 02, 2018 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 251.2247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 6 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,329.9347 F6 · shares: Updated 401k Information Read SEC document |
| January 02, 2018 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.5444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 5 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,852.992 F5 · shares: Adjustment due to partial share Read SEC document |
| December 01, 2017 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 6.6399 | $57.12 | $379.27 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 4 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853.5364 F4 · shares: DER Units Credited on 12/01/2017 as dividend at FMV Read SEC document |
| September 01, 2017 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.7033 | $48.98 | $377.31 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 3 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846.8965 F3 · shares: DER Units Credited on 09/01/2017 as dividend at FMV Read SEC document |
| June 01, 2017 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.6199 | $46.75 | $356.23 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 2 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839.1932 F2 · shares: DER Units Credited on 06/01/2017 as dividend at FMV Read SEC document |
| March 01, 2017 Filed Feb 2, 2018 00:50 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 7.8931 | $44.89 | $354.32 |
DisclosureSEC source: 0001209191-18-006584 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831.5733 F1 · shares: DER Units Credited on 03/01/2017 as dividend at FMV Read SEC document |
| February 03, 2017 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 85.6872 | $44.24 | $3,790.80 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 10 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,823.6802 F9 · shares: 195.7224 previously reported RSU's of which 85.6872 were withheld to satisfy tax liability Read SEC document |
| February 03, 2017 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 41.5405 | $44.24 | $1,837.75 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 9 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,909.3674 F8 · shares: 94.8846 previously reported RSU's of which 41.5405 were withheld to satisfy tax liability Read SEC document |
| February 03, 2017 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Tax withholdingCommon Shares | 36.7226 | $44.24 | $1,624.61 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 8 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950.9079 F7 · shares: 83.8793 previously reported RSU's of which 36.7226 were withheld to satisfy tax liability Read SEC document |
| January 31, 2017 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 7 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,987.6305 Read SEC document |
| December 30, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 1.4269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 6 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018.6305 F6 · shares: Adjustment due to partial share Read SEC document |
| December 30, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 2,078.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 5 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,078.71 F5 · shares: updated 401k Read SEC document |
| December 01, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 4.9032 | $42.69 | $209.32 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 4 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020.0574 F4 · shares: DER units credited on 12/1/2016 as dividend at FMV Read SEC document |
| September 01, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 4.9609 | $38.85 | $192.73 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 3 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015.1542 F3 · shares: DER units credited on 9/1/2016 as dividend at FMV Read SEC document |
| June 01, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 4.8093 | $39.83 | $191.55 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 2 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010.1933 F2 · shares: DER units credited on 6/1/2016 as dividend at FMV Read SEC document |
| March 01, 2016 Filed Feb 10, 2017 00:42 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 4.5448 | $41.98 | $190.79 |
DisclosureSEC source: 0001209191-17-009307 · doc4.xml · nonDerivative · entry 1 Rowley Paul J · CIK 0001665477 · VP OF OPERATIONS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005.384 F1 · shares: DER units credited on 3/1/2016 as dividend at FMV 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.