Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Engineering | June 01, 2023 | June 05, 2023 |
| Global Water Resources, Inc.GWRS · Entity 234 | EVP Eng & Env Resources | May 08, 2026 | May 13, 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 June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,805.47 |
Ending reported balance
After 2023-06-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-01 · Disposition to issuer · Disposed 55 · Balance 12,861.47 F1: 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 (RSA) Award #640. Row 2 · 2023-06-03 · Disposition to issuer · Disposed 56 · Balance 12,805.47 F2: 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) Award #596. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 (RSA) Award #640.
F2: 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) Award #596.
Global Water Resources, Inc.
Report date May 08, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,280 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Tax withholding · Disposed 1,720 · Balance 10,280 F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,000 restricted shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,000 restricted shares.
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 08, 2026 Filed May 13, 2026 00:18 UTC | Global Water Resources, Inc. GWRS · Entity 234 | Tax withholdingCommon Stock | 1,720 | $7.07 | $12,160.40 |
DisclosureSEC source: 0001628280-26-034307 · wk-form4_1778631508.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · EVP Eng & Env Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,280 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 4,000 restricted shares. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 56 | $57.89 | $3,241.84 |
DisclosureSEC source: 0001127602-23-017961 · form4.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,805.47 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 vesting of the Restricted Stock Award (RSA) Award #596. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 55 | $56.12 | $3,086.60 |
DisclosureSEC source: 0001127602-23-017961 · form4.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,861.47 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 (RSA) Award #640. Read SEC document |
| May 05, 2023 Filed May 5, 2023 21:11 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $56.79 | $56,790.00 |
DisclosureSEC source: 0001127602-23-014757 · form4.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,916.47 Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 22:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,275 | $58.83 | $75,008.25 |
DisclosureSEC source: 0001127602-23-009600 · form4.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,916.47 F1 · shares: Restricted stock granted 03/07/2023 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 7, 2024, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,325 | $56.84 | $75,313.00 |
DisclosureSEC source: 0001127602-23-009166 · form4.xml · nonDerivative · entry 3 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,641.47 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 the Performance Stock Unit (PSU) Award #538 Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009166 · form4.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,966.47 F2 · shares: On 3/3/2020, the reporting person was granted a Performance Stock Unit (PSU) of 1,583 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 156% payout of the original goal. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 01:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 67 | $56.84 | $3,808.28 |
DisclosureSEC source: 0001127602-23-009166 · form4.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,496.47 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 (RSA) Award #523. Read SEC document |
| March 02, 2023 Filed Mar 4, 2023 00:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $56.76 | $3,519.12 |
DisclosureSEC source: 0001127602-23-008900 · form4.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,563.47 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 vesting of the Restricted Stock Award (RSA) Award #596. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 242 | $55.90 | $13,527.80 |
DisclosureSEC source: 0001127602-23-008900 · form4.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,625.47 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 (RSA) Award #640. Read SEC document |
| December 03, 2022 Filed Dec 5, 2022 16:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $64.30 | $3,729.40 |
DisclosureSEC source: 0001214659-22-014506 · marketforms-57688.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,867.47 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 vesting of the Restricted Stock (RSA) Award #523. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 16:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $64.30 | $3,536.50 |
DisclosureSEC source: 0001214659-22-014506 · marketforms-57688.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,925.47 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 (RSA) Award #596. Read SEC document |
| September 03, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $58.44 | $3,447.96 |
DisclosureSEC source: 0001214659-22-010920 · marketforms-57021.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,980.47 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 vesting of the Restricted Stock (RSA) Award #523. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $58.44 | $3,214.20 |
DisclosureSEC source: 0001214659-22-010920 · marketforms-57021.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,039.47 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 (RSA) Award #596. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 18:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,365 | $55.14 | $75,266.10 |
DisclosureSEC source: 0001214659-22-007839 · marketforms-56346.xml · nonDerivative · entry 3 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,094.47 F3 · shares: This sale of 1365 shares executed in multiple transactions with share price between $55.10 and $55.21 with an average prices of $55.14. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 18:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $54.96 | $3,187.68 |
DisclosureSEC source: 0001214659-22-007839 · marketforms-56346.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,459.47 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 vesting of the Restricted Stock (RSA) Award #523. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 18:19 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 55 | $55.21 | $3,036.55 |
DisclosureSEC source: 0001214659-22-007839 · marketforms-56346.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,517.47 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 (RSA) Award #596. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,164 | $58.63 | $68,245.32 |
DisclosureSEC source: 0001214659-22-003711 · marketforms-55704.xml · nonDerivative · entry 4 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572.47 F4 · 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 Performance Stock Unit (PSU) Award #495. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003711 · marketforms-55704.xml · nonDerivative · entry 3 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,736.47 F3 · shares: On 3/5/2019, the reporting person was granted a Performance Stock Unit (PSU) of 1,457 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 159% payout of the original goal. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 69 | $58.63 | $4,045.47 |
DisclosureSEC source: 0001214659-22-003711 · marketforms-55704.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,424.47 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 vesting of the Restricted Stock (RSA) Award #483. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:46 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 66 | $57.01 | $3,762.66 |
DisclosureSEC source: 0001214659-22-003711 · marketforms-55704.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,493.47 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 (RSA) Award #523. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 248 | $56.90 | $14,111.20 |
DisclosureSEC source: 0001214659-22-003579 · marketforms-55668.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,559.47 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 vesting of the Restricted Stock (RSA) Award #596. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003579 · marketforms-55668.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,807.47 F1 · shares: Restricted stock granted 3/1/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 1, 2023, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 384 | $69.87 | $26,830.08 |
DisclosureSEC source: 0001214659-22-000368 · marketforms-54978.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,529.47 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 (RSA) Award #563. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 01:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,200 | $71.23 | $85,476.00 |
DisclosureSEC source: 0001214659-21-013295 · marketforms-54682.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,913.47 F1 · price: 1. This transaction was executed in multiple trades at prices ranging from $71.20 to $71.265 The price reported above reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 61 | $65.36 | $3,986.96 |
DisclosureSEC source: 0001214659-21-012756 · marketforms-54509.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,113.47 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 vesting of the Restricted Stock (RSA) Award #483. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $65.36 | $3,790.88 |
DisclosureSEC source: 0001214659-21-012756 · marketforms-54509.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,174.47 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 (RSA) Award #523. Read SEC document |
| September 05, 2021 Filed Sep 7, 2021 17:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 61 | $64.49 | $3,933.89 |
DisclosureSEC source: 0001214659-21-009333 · marketforms-53737.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,232.47 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 vesting of the Restricted Stock (RSA) Award #483. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 17:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $64.49 | $3,804.91 |
DisclosureSEC source: 0001214659-21-009333 · marketforms-53737.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,293.47 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 (RSA) Award #523. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 17:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 61 | $56.66 | $3,456.26 |
DisclosureSEC source: 0001214659-21-006347 · marketforms-53056.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,352.47 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 (RSA) Award #483. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 58 | $56.94 | $3,302.52 |
DisclosureSEC source: 0001214659-21-006308 · marketforms-53040.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,413.47 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 (RSA) Award #523. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,495 | $52.96 | $79,175.20 |
DisclosureSEC source: 0001214659-21-002871 · marketforms-51789.xml · nonDerivative · entry 4 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,471.47 F4 · 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 Performance Stock Unit (PSU) Award #450. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002871 · marketforms-51789.xml · nonDerivative · entry 3 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,966.47 F3 · shares: On 3/6/2018, the reporting person was granted a Performance Stock Unit (PSU) of 1,954 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 146% payout of the original goal. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 93 | $52.96 | $4,925.28 |
DisclosureSEC source: 0001214659-21-002871 · marketforms-51789.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,113.47 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 vesting of the Restricted Stock (RSA) Award #438. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 01:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 69 | $52.96 | $3,654.24 |
DisclosureSEC source: 0001214659-21-002871 · marketforms-51789.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,206.47 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 (RSA) Award #483. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 265 | $53.21 | $14,100.65 |
DisclosureSEC source: 0001214659-21-002717 · marketforms-51744.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,275.47 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 vesting of the Restricted Stock (RSA) Award #523. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 21:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002717 · marketforms-51744.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,540.47 F1 · shares: Restricted stock granted 3/2/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 2, 2022, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000204 · marketforms-50859.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,229.47 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 20:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 76 | $49.46 | $3,758.96 |
DisclosureSEC source: 0001214659-20-010253 · marketforms-50567.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,554.48 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 vesting of the Restricted Stock (RSA) Award #438. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 20:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $49.46 | $2,769.76 |
DisclosureSEC source: 0001214659-20-010253 · marketforms-50567.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,630.48 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 (RSA) Award #483. Read SEC document |
| November 12, 2020 Filed Nov 14, 2020 01:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 237.48 | $51.24 | $12,168.48 |
DisclosureSEC source: 0001214659-20-009491 · marketforms-50125.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,686.48 Read SEC document |
| September 06, 2020 Filed Sep 8, 2020 20:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 76 | $45.88 | $3,486.88 |
DisclosureSEC source: 0001214659-20-007722 · marketforms-49648.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,852.68 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 vesting of the Restricted Stock (RSA) Award #438. F3 · balance_after: Includes shares acquired through ESPP and dividend reinvestment Read SEC document |
| September 05, 2020 Filed Sep 8, 2020 20:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $45.88 | $2,569.28 |
DisclosureSEC source: 0001214659-20-007722 · marketforms-49648.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,761 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 (RSA) Award #483. Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 21:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 76 | $48.45 | $3,682.20 |
DisclosureSEC source: 0001214659-20-005500 · marketforms-48994.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,817 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 vesting of the Restricted Stock (RSA) Award #438. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 21:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 56 | $48.45 | $2,713.20 |
DisclosureSEC source: 0001214659-20-005500 · marketforms-48994.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,893 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 (RSA) Award #483. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 23:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 76 | $54.37 | $4,132.12 |
DisclosureSEC source: 0001214659-20-002438 · marketforms-48241.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,949 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 vesting of the Restricted Stock (RSA) Award #438. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 226 | $53.99 | $12,201.74 |
DisclosureSEC source: 0001214659-20-002438 · marketforms-48241.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,025 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 (RSA) Award #483. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 01:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002345 · marketforms-48183.xml · nonDerivative · entry 1 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,251 F1 · shares: Restricted stock granted 3/3/2020 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 3, 2021, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,491 | $47.96 | $71,508.36 |
DisclosureSEC source: 0001214659-20-002139 · marketforms-47946.xml · nonDerivative · entry 3 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,854 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 the Performance Stock Unit (PSU) Award #409. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002139 · marketforms-47946.xml · nonDerivative · entry 2 Kuta Robert J · CIK 0001639869 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,345 F2 · shares: On 2/28/2017, the reporting person was granted a Performance Stock Unit (PSU) of 2,145 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 142.667% payout of the original goal. 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.