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 | 9,139 |
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 9,139 F1: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan ("LTIP"). 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. The reporting person has elected to defer receipt of the RSUs pursuant to the terms of the Formulaic Equity Award Program for Non-Employee Board Members implemented under the LTIP. F2: Represents 7,192 shares of Common Stock and 1,947 shares of 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 ("LTIP"). 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. The reporting person has elected to defer receipt of the RSUs pursuant to the terms of the Formulaic Equity Award Program for Non-Employee Board Members implemented under the LTIP.
F2: Represents 7,192 shares of Common Stock and 1,947 shares of 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 20:42 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001812484-26-000003 · wk-form4_1778877753.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,139 F1 · shares: Represents 1,947 restricted stock units ("RSUs") granted to the reporting person under the Issuer's Long-Term Incentive Plan ("LTIP"). 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. The reporting person has elected to defer receipt of the RSUs pursuant to the terms of the Formulaic Equity Award Program for Non-Employee Board Members implemented under the LTIP. F2 · balance_after: Represents 7,192 shares of Common Stock and 1,947 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| May 14, 2025 Filed May 15, 2025 22:17 UTC | H2O AMERICA HTO · Entity 4308 | GrantCommon Stock | 2,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001812484-25-000002 · wk-form4_1747347411.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,192 F1 · shares: Represents 2,196 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 2026 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 4,996 shares of Common Stock and 2,196 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:21 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001812484-24-000003 · wk-form4_1719260483.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,996 F1 · shares: Represents 1,812 restricted stock units granted to the reporting person under the Issuer's Long-Term Incentive Plan. Each restricted stock unit will entitle the reporting person to receive one share of the Issuer's common stock ("Common Stock") when that unit vests. The units will vest in full upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2025 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 3,184 shares of Common Stock and 1,812 shares of Common Stock underlying restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:48 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 777 | $76.03 | $59,075.31 |
DisclosureSEC source: 0000766829-23-000110 · wf-form4_168330530934224.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,184 F1 · kind: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted previously by the Reporting Person. F2 · price: The price reported in Column 4 is the exact price at which all shares were sold. F3 · balance_after: Represents 1,952 shares of the issuer's common stock and 1,232 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 19:53 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-23-000090 · wf-form4_168271160617967.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,961 F1 · shares: Represents 1,232 restricted stock units granted to the reporting person under the Issuer's 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 upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2024 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,729 shares of the issuer's common stock and 1,232 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| September 20, 2022 Filed Sep 21, 2022 18:05 UTC | H2O AMERICA SJW · Entity 4308 | SaleCommon Stock | 1,175 | $64.32 | $75,576.00 |
DisclosureSEC source: 0000766829-22-000136 · wf-form4_166378348983142.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729 F1 · kind: The sales were effected pursuant to a Rule 10b5-1 trading plan adopted previously by the Reporting Person. F2 · price: The price reported in Column 4 is the exact price at which all shares were sold. F3 · balance_after: Represents 1,175 shares of the issuer's common stock and 1,554 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 19:22 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-22-000100 · wf-form4_165126010943710.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,904 F1 · shares: Represents 1,554 restricted stock units granted to the reporting person under the Issuer's 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 upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2023 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 1,216 shares of the issuer's common stock and 2,688 shares of the issuer's restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 16:05 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000119 · wf-form4_163128991385837.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 F1 · shares: Represents 1,134 restricted stock units granted to the reporting person under the Issuer's 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. F2 · balance_after: Represents 2,350 restricted stock units which will vest and become issuable in accordance with their terms. Read SEC document |
| April 28, 2021 Filed May 19, 2021 19:13 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-21-000090 · wf-form4_162145161654263.xml · nonDerivative · entry 1 Guardino Carl · CIK 0001812484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,216 F1 · shares: Represents 1,216 restricted stock units granted to the reporting person under the Issuer's 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 upon the reporting person's continuation in Board service through the day immediately preceding the date of the Issuer's 2022 annual stockholders meeting, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 1,216 restricted stock units which will vest and become issuable in accordance with their terms. 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.