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Brown Willie D. Jr.

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63793
SEC CIK
0001866152

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
H2O AMERICAHTO · Entity 4308VP & Gen CounselFebruary 27, 2026March 04, 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 February 27, 2026 · Filed March 04, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect12,812 Reported balance After 2026-02-27 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-02-27 · Grant · Acquired 1,384 · Balance 12,812

F1: Represents 1,384 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Common StockSEC Table I · non-derivativeDirect14,075 Reported balance After 2026-02-27 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-02-27 · Grant · Acquired 1,263 · Balance 14,075

F2: Represents (i) 1,034 shares of Issuer's Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025 and (ii) 229 shares of Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025.

Common StockSEC Table I · non-derivativeDirect13,554 Reported balance After 2026-02-27 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2026-02-27 · Tax withholding · Disposed 521 · Balance 13,554

F3: Represents (i) 426 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 ROE RSUs reported on this Form 4 and (ii) 95 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 TSR RSUs reported on this Form 4.

F4: Represents 10,005 shares of Common Stock and 3,549 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Filing footnotes · ownership attribution and instrument terms

F1: Represents 1,384 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2: Represents (i) 1,034 shares of Issuer's Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025 and (ii) 229 shares of Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025.

F3: Represents (i) 426 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 ROE RSUs reported on this Form 4 and (ii) 95 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 TSR RSUs reported on this Form 4.

F4: Represents 10,005 shares of Common Stock and 3,549 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 27, 2026 Filed Mar 4, 2026 01:43 UTC H2O AMERICA HTO · Entity 4308 Tax withholdingCommon Stock 521 $53.79 $28,024.59
Disclosure

SEC source: 0001628280-26-014329 · wk-form4_1772588605.xml · nonDerivative · entry 3

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,554

F3 · shares: Represents (i) 426 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 ROE RSUs reported on this Form 4 and (ii) 95 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2023 TSR RSUs reported on this Form 4.

F4 · balance_after: Represents 10,005 shares of Common Stock and 3,549 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 01:43 UTC H2O AMERICA HTO · Entity 4308 GrantCommon Stock 1,263 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-014329 · wk-form4_1772588605.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,075

F2 · shares: Represents (i) 1,034 shares of Issuer's Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025 and (ii) 229 shares of Common Stock subject to the 2023 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2023 to December 31, 2025 and continued service by the reporting person through December 31, 2025.

Read SEC document
February 27, 2026 Filed Mar 4, 2026 01:43 UTC H2O AMERICA HTO · Entity 4308 GrantCommon Stock 1,384 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-014329 · wk-form4_1772588605.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,812

F1 · shares: Represents 1,384 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:19 UTC H2O AMERICA HTO · Entity 4308 Tax withholdingCommon Stock 178 $49.86 $8,875.08
Disclosure

SEC source: 0001628280-26-001079 · wk-form4_1767752364.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,428

F2 · shares: Represents 178 shares of the issuer's Common Stock withheld in satisfaction of the applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on January 3, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreement between the reporting person and the issuer dated January 3, 2023. The shares underlying such RSUs were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4.

F3 · balance_after: Represents 9,263 shares of Common Stock and 2,165 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2026 Filed Jan 7, 2026 02:19 UTC H2O AMERICA HTO · Entity 4308 Tax withholdingCommon Stock 565 $49.25 $27,826.25
Disclosure

SEC source: 0001628280-26-001079 · wk-form4_1767752364.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,606

F1 · shares: Represents 565 shares of the issuer's common stock (Common Stock) withheld in satisfaction of applicable withholding taxes upon the vesting of certain shares of Common Stock that became issuable on January 2, 2026 pursuant to the terms of the Restricted Stock Unit Issuance Agreements between the reporting person and the issuer dated January 2, 2024 and January 2, 2025. The shares underlying such restricted stock units (RSUs) were previously reported as Table I securities at the time the RSUs were granted. Accordingly, the issuance of such shares is not a reportable transaction on this Form 4.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:02 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 568 $52.67 $29,916.56
Disclosure

SEC source: 0001866152-25-000007 · wk-form4_1741122143.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,171

F2 · shares: Represents (i) 344 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 ROE RSUs reported on this Form 4 and (ii) 224 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2022 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents 8,205 shares of Common Stock and 3,966 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2025 Filed Mar 4, 2025 21:02 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,587 $0.00 $0.00
Disclosure

SEC source: 0001866152-25-000007 · wk-form4_1741122143.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,739

F1 · shares: Represents (i) 960 shares of Issuer's common stock ("Common Stock") subject to the 2022 Restricted Stock Units ("RSUs") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024 and (ii) 627 shares of Common Stock subject to the 2022 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over a period from January 1, 2022 to December 31, 2024 and continued service by the reporting person through December 31, 2024.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:04 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 364 $48.27 $17,570.28
Disclosure

SEC source: 0001866152-25-000005 · wk-form4_1736283834.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,152

F1 · shares: Represents 364 shares of the issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2025 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements, respectively, between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 7,186 shares of Common Stock and 3,966 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:12 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 237 $48.70 $11,541.90
Disclosure

SEC source: 0001866152-25-000003 · wk-form4_1736197953.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,516

F2 · shares: Represents 237 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 2, 2025 pursuant to the terms of the January 2, 2024 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F3 · balance_after: Represents 6,661 shares of Common Stock and 4,855 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 21:12 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 2,382 $0.00 $0.00
Disclosure

SEC source: 0001866152-25-000003 · wk-form4_1736197953.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,753

F1 · shares: Represents 2,382 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 22:12 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 93 $54.71 $5,088.03
Disclosure

SEC source: 0001866152-24-000006 · wk-form4_1717452727.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,371

F1 · shares: Represents 93 shares of the Issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on May 31, 2024 pursuant to the terms of the May 31, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the Issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents (i) 6,321 shares of Common Stock; and (ii) 3,050 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
February 29, 2024 Filed Mar 5, 2024 00:45 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 455 $55.06 $25,052.30
Disclosure

SEC source: 0001866152-24-000004 · wk-form4_1709599535.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,464

F2 · shares: Represents (i) 165 shares of Common Stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2021 ROE RSUs reported on this Form 4 and (ii) 290 shares of Common Stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of Common Stock that became issuable pursuant to the vesting of the 2021 TSR RSUs reported on this Form 4.

F3 · balance_after: Represents (i) 5,792 shares of Common Stock; (ii) 360 shares of Common Stock acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2023 Employee Stock Purchase Plan; and (iii) 3,312 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
February 29, 2024 Filed Mar 5, 2024 00:45 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,283 $0.00 $0.00
Disclosure

SEC source: 0001866152-24-000004 · wk-form4_1709599535.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,559

F1 · shares: Represents (i) 466 shares of Common Stock subject to the 2021 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over the 2021 calendar year and continued service by the reporting person through December 31, 2023 and (ii) 817 shares of Common Stock subject to 2021 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over the period including the 2021 calendar year and continued service by the reporting person through December 31, 2023.

Read SEC document
January 04, 2024 Filed Jan 8, 2024 21:28 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 131 $64.37 $8,432.47
Disclosure

SEC source: 0001866152-24-000002 · wk-form4_1704749284.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,276

F1 · shares: Represents 131 shares of issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 4, 2024 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 4,964 shares of Common Stock and 3,312 shares of Common Stock underlying restricted stock units which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2024 Filed Jan 5, 2024 02:01 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 363 $64.78 $23,515.14
Disclosure

SEC source: 0000766829-24-000014 · wk-form4_1704420096.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,407

F3 · shares: Represents 363 shares of Common Stock withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on January 3, 2024 pursuant to the terms of the January 3, 2022 and January 3, 2023 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the RSUs were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents (i) 4,774 shares of Common Stock, including 58 shares of Common Stock underlying RSUs that vested prior to the reporting person's obligation to file reports, and were excluded due to an administrative error; and (iii) 3,633 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
January 02, 2024 Filed Jan 5, 2024 02:01 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,731 $0.00 $0.00
Disclosure

SEC source: 0000766829-24-000014 · wk-form4_1704420096.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP & Gen Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,712

F1 · shares: Represents 1,731 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of Common Stock upon vesting of the RSU. The RSUs will vest in three successive annual installments upon the reporting person's completion of each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents (i) 4,123 shares of Common Stock; (ii) 67 shares of Common Stock acquired on July 31, 2023 in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan; and (iii) 4,522 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
May 31, 2023 Filed Jun 2, 2023 20:27 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 90 $76.53 $6,887.70
Disclosure

SEC source: 0000766829-23-000112 · wk-form4_1685737654.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,914

F1 · shares: Represents 90 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on May 31, 2023 pursuant to the terms of the May 31, 2021 Restricted Stock Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units (RSUs) were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 4,123 shares of the issuer's common stock and 2,791 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:40 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 16 $76.44 $1,223.04
Disclosure

SEC source: 0000766829-23-000057 · wf-form4_167778962877465.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,004

F1 · shares: Represents (i) 5 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2020 ROE RSUs reported on the Form 4 filed on February 27, 2023 and (ii) 11 shares of common stock withheld by the issuer in satisfaction of the applicable withholding taxes on shares of common stock that became issuable pursuant to the vesting of the 2020 TSR RSUs reported on the Form 4 filed on February 27, 2023.

F2 · balance_after: Represents 3,950 shares of the issuer's common stock and 3,054 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 19:02 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 47 $0.00 $0.00
Disclosure

SEC source: 0000766829-23-000045 · wf-form4_167752452239050.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,020

F3 · shares: Represents (i) 15 shares of common stock subject to the 2020 Restricted Stock Units ("RSU") that vested upon the attainment of a certain performance goal based on average return on equity ("ROE") measured over the 2020, 2021, and 2022 calendar years and continued service by the reporting person through December 31, 2022 and (ii) 32 shares of common stock subject to the 2020 RSUs that vested upon the attainment of a certain performance goal based on relative total shareholder return ("TSR") measured over the period including the 2020, 2021, and 2022 calendar years and continued service by the reporting person through December 31, 2022.

F4 · balance_after: Represents 3,919 shares of the issuer's common stock and 3,101 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 31, 2023 Filed Feb 27, 2023 19:02 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 295 $65.80 $19,411.00
Disclosure

SEC source: 0000766829-23-000045 · wf-form4_167752452239050.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,973

F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 3,919 shares of the issuer's common stock and 3,054 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 04, 2023 Filed Jan 6, 2023 19:40 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 130 $83.35 $10,835.50
Disclosure

SEC source: 0000766829-23-000022 · wf-form4_167303399649723.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,678

F1 · shares: Represents 130 shares of the issuer's common stock withheld in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2023 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 3,624 shares of the issuer's common stock and 3,054 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:21 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 316 $82.23 $25,984.68
Disclosure

SEC source: 0000766829-23-000010 · wf-form4_167295367782688.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,808

F3 · shares: Represents 316 shares of the issuer's common stock withheld in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2023 pursuant to the terms of the January 2, 2020 and January 3, 2022 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents 3,433 shares of the issuer's common stock and 3,375 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:21 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,288 $0.00 $0.00
Disclosure

SEC source: 0000766829-23-000010 · wf-form4_167295367782688.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,124

F1 · shares: Represents 1,288 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 2,972 shares of the issuer's common stock and 4,152 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

Read SEC document
July 29, 2022 Filed Aug 24, 2022 17:25 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 41 $55.81 $2,288.21
Disclosure

SEC source: 0000766829-22-000128 · wf-form4_166136193262554.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,836

F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,972 shares of the issuer's common stock and 2,864 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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May 31, 2022 Filed Jun 1, 2022 23:25 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 90 $61.85 $5,566.50
Disclosure

SEC source: 0000766829-22-000104 · wf-form4_165412592955210.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,795

F1 · shares: Represents 90 shares of common stock of the issuer withheld by the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on May 31, 2022 pursuant to the terms of the May 31, 2021 Restricted Stock Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,931 shares of the issuer's common stock and 2,864 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

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January 31, 2022 Filed Feb 17, 2022 20:16 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 322 $58.53 $18,846.66
Disclosure

SEC source: 0000766829-22-000040 · wf-form4_164512898023510.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,885

F1 · shares: Shares acquired in a transaction exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 2,758 shares of the issuer's common stock and 3,127 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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January 04, 2022 Filed Jan 6, 2022 20:52 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 131 $70.90 $9,287.90
Disclosure

SEC source: 0000766829-22-000033 · wf-form4_164150236404108.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,563

F1 · shares: Represents 131 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 4, 2022 pursuant to the terms of the January 4, 2021 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F2 · balance_after: Represents 2,436 shares of the issuer's common stock and 3,127 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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January 03, 2022 Filed Jan 5, 2022 19:58 UTC H2O AMERICA SJW · Entity 4308 Tax withholdingCommon Stock 221 $72.76 $16,079.96
Disclosure

SEC source: 0000766829-22-000009 · wf-form4_164141267095322.xml · nonDerivative · entry 2

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,694

F3 · shares: Represents 221 shares of common stock withheld of the issuer in satisfaction of the applicable withholding taxes on certain shares of common stock that became issuable on January 3, 2022 pursuant to the terms of the January 2, 2019 and January 2, 2020 Restricted Stock Unit Issuance Agreements between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.

F4 · balance_after: Represents 2,246 shares of the issuer's common stock and 3,448 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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January 03, 2022 Filed Jan 5, 2022 19:58 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 1,379 $0.00 $0.00
Disclosure

SEC source: 0000766829-22-000009 · wf-form4_164141267095322.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,915

F1 · shares: Represents 1,379 shares of the common stock underlying RSUs granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 1,924 shares of the issuer's common stock and 3,991 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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July 30, 2021 Filed Aug 17, 2021 20:37 UTC H2O AMERICA SJW · Entity 4308 OtherCommon Stock 135 $58.59 $7,909.65
Disclosure

SEC source: 0000766829-21-000109 · wf-form4_162923261649472.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,536

F1 · shares: Shares acquired on a transaction exempt from Section 16(b) of the Securities Exchange Act under the SJW Group 2014 Employee Stock Purchase Plan.

F2 · balance_after: Represents 1,924 shares of the issuer's common stock and 2,612 shares of the issuer's common stock underlying RSUs which will vest and become issuable in accordance with their terms.

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May 31, 2021 Filed Jun 7, 2021 19:42 UTC H2O AMERICA SJW · Entity 4308 GrantCommon Stock 788 $64.45 $50,786.60
Disclosure

SEC source: 0000766829-21-000098 · wf-form4_162309493505298.xml · nonDerivative · entry 1

Brown Willie D. Jr. · CIK 0001866152 · VP, Gen Counsel, & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,401

F1 · shares: Represents 788 shares of common stock underlying restricted stock units (RSUs) granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's completion of each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances.

F2 · balance_after: Represents 1,789 shares of the issuer's common stock and 2,612 shares of the issuer's common stock underlying RSUs that will vest and become issuable in accordance with their terms.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.