Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | Director | March 03, 2026 | March 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.
CALIFORNIA WATER SERVICE GROUP
Report date March 03, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,186.8 |
Reported balance
After 2026-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 2,816 · Balance 19,186.8 F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2: Includes shares acquired through Dividend Reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date.
F2: Includes shares acquired through Dividend Reinvestment.
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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 6, 2026 00:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001715865-26-000002 · edgardoc.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,186.8 F1 · shares: Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Includes shares acquired through Dividend Reinvestment. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 23:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008615 · form4.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,305.8 F1 · shares: Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,488 | $49.62 | $123,454.56 |
DisclosureSEC source: 0001127602-24-018098 · form4.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,622.8 F1 · shares: Restricted stock granted 6/5/2024 pursuant to the California Water Service Group equity incentive plan exempt under Rule 16-b-3. RSA vests with cliff vesting term, vesting 100% on 03/05/2025 F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 23:23 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,477 | $45.37 | $112,381.49 |
DisclosureSEC source: 0001127602-24-009080 · form4.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,593 Read SEC document |
| March 05, 2024 Filed Mar 19, 2024 01:51 UTC Amendment | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004770 · marketforms-65246.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,116 F1 · shares: This amendment is being made solely to remove 2,477 shares of Common Stock reported in the original Form 4 pursuant to a restricted stock grant that was ultimately not effected. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 23:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,870 | $58.83 | $110,012.10 |
DisclosureSEC source: 0001127602-23-009643 · form4.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,089 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-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003581 · marketforms-55662.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,219 F1 · shares: Restricted stock granted 03/01/2022 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 |
| March 02, 2021 Filed Mar 4, 2021 00:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002686 · marketforms-51720.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,569 F1 · shares: Restricted stock granted 03/02/2021 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 |
| January 04, 2021 Filed Jan 6, 2021 21:36 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000212 · marketforms-50853.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,040 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 |
| March 03, 2020 Filed Mar 6, 2020 01:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002335 · marketforms-48177.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,841 Read SEC document |
| March 05, 2019 Filed Mar 8, 2019 00:54 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,554 | $52.83 | $82,097.82 |
DisclosureSEC source: 0001214659-19-001981 · marketforms-44514.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,211 F1 · shares: Restricted stock granted 03/05/2019 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 grant date. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,084 | $35.40 | $73,773.60 |
DisclosureSEC source: 0001214659-18-001966 · marketforms-41337.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657 F1 · shares: Restricted stock granted 03/06/2018 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 grant date. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 19:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 573 | $42.00 | $24,066.00 |
DisclosureSEC source: 0001214659-17-006350 · marketforms-40077.xml · nonDerivative · entry 1 Pottenger Carol M · CIK 0001715865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573 F1 · shares: Restricted stock granted 10/31/2017 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests 100% on February 28, 2018. 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.