Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YORK WATER COYORW · Entity 5405 | Director | May 04, 2026 | May 06, 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.
YORK WATER CO
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230.159 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 154 · Balance 230.159 |
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 04, 2026 Filed May 6, 2026 16:28 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 154 | $29.14 | $4,487.56 |
DisclosureSEC source: 0000108985-26-000050 · primary_doc.xml · nonDerivative · entry 1 Lambert Robert F · CIK 0002036742 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230.159 Read SEC document |
| May 05, 2025 Filed May 7, 2025 19:34 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 59 | $34.58 | $2,040.22 |
DisclosureSEC source: 0000108985-25-000051 · primary_doc.xml · nonDerivative · entry 1 Lambert Robert F · CIK 0002036742 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74.358 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| February 20, 2025 Filed Feb 20, 2025 21:00 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 15.277 | $32.73 | $500.00 |
DisclosureSEC source: 0000108985-25-000008 · primary_doc.xml · nonDerivative · entry 1 Lambert Robert F · CIK 0002036742 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15.277 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.