Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICAHTO · Entity 4308 | Director | May 13, 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.
H2O AMERICA
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,452 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 1,947 · Balance 2,452 F1: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2027 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2: Represents 2,452 shares of the issuer's Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2027 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances.
F2: Represents 2,452 shares of the issuer's Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.
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 13, 2026 Filed May 15, 2026 20:21 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001451547-26-000006 · wk-form4_1778876471.xml · nonDerivative · entry 1 Rowe Nick Orlando · CIK 0001451547 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,452 F1 · shares: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each RSU will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The RSUs will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2027 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,452 shares of the issuer's Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:47 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014096 · wk-form4_1772578035.xml · nonDerivative · entry 1 Rowe Nick Orlando · CIK 0001451547 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505 F1 · shares: Represents 505 restricted stock units granted to the reporting person under the Issuer's 2023 Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock when that unit vests. The units will vest in full on the one year anniversary of the date of grant, subject to accelerated vesting under certain prescribed circumstances. 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.