Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YORK WATER COYORW · Entity 5405 | VP- Human Resources | April 16, 2026 | April 16, 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 April 16, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 349.616 |
Reported balance
After 2026-04-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-16 · Purchase · Acquired 12.36 · Balance 349.616 F1: Includes shares acquired under The York Water Company dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under The York Water Company dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| April 16, 2026 Filed Apr 16, 2026 19:50 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.36 | $29.13 | $360.01 |
DisclosureSEC source: 0000108985-26-000028 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349.616 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 20:03 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.795 | $30.45 | $420.02 |
DisclosureSEC source: 0000108985-26-000003 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334.823 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| October 16, 2025 Filed Oct 20, 2025 14:00 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.526 | $28.83 | $390.02 |
DisclosureSEC source: 0000108985-25-000083 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316.685 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 13:34 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.046 | $29.89 | $390.00 |
DisclosureSEC source: 0000108985-25-000062 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302.891 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| May 05, 2025 Filed May 7, 2025 19:48 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 254 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-25-000055 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287.781 F1 · price: Grant of restricted stock to vest equitably over three years. F2 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| April 16, 2025 Filed Apr 16, 2025 18:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.778 | $33.11 | $390.00 |
DisclosureSEC source: 0000108985-25-000030 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33.781 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| January 16, 2025 Filed Jan 16, 2025 18:57 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.479 | $31.25 | $390.01 |
DisclosureSEC source: 0000108985-25-000003 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21.851 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| October 16, 2024 Filed Oct 17, 2024 12:26 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 9.307 | $35.46 | $330.02 |
DisclosureSEC source: 0000108985-24-000081 · primary_doc.xml · nonDerivative · entry 1 Grimm Ashley M · CIK 0002019031 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9.307 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.