Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | President - Peoples | February 22, 2026 | March 03, 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.
Essential Utilities, Inc.
Report date February 22, 2026 · Filed March 03, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,422.5 |
Last balance in matching sequence
After 2026-02-22 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-22 · Grant · Acquired 2,598.5 · Balance 23,361.5 F1: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Row 2 · 2026-02-22 · Tax withholding · Disposed 1,939 · Balance 21,422.5 F2: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%.
F2: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld.
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 |
|---|---|---|---|---|---|---|
| February 22, 2026 Filed Feb 24, 2026 22:26 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 2,068 | $38.78 | $80,197.04 |
DisclosureSEC source: 0000078128-26-000045 · form4.xml · nonDerivative · entry 2 Huwar Michael · CIK 0001957641 · President - Peoples 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,293.5 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 22:26 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,598.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000045 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President - Peoples 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,361.5 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:23 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,939 | $38.78 | $75,194.42 |
DisclosureSEC source: 0000078128-26-000054 · form4a.xml · nonDerivative · entry 2 Huwar Michael · CIK 0001957641 · President - Peoples 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,422.5 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld. Read SEC document |
| February 22, 2026 Filed Mar 3, 2026 22:23 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,598.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000054 · form4a.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President - Peoples 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,361.5 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:13 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 652 | $37.69 | $24,573.88 |
DisclosureSEC source: 0000078128-26-000022 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President - Peoples 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,763 F1 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:03 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 8,769 | $39.19 Strike: $39.19 | $343,657.11 |
DisclosureSEC source: 0000078128-26-000010 · form4.xml · derivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,769 Underlying: Common Stock · 8,769 shares Expires 2036-01-23 F3 · derivative.exercise_date: Grant of 8,769 shares of stock options which vest one-third each year on the anniversary of the grant Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 22:03 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000010 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,415 F1 · shares: Represents the award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest one-third each year on the anniversary. F2 · ownership.direct: Includes RSU shares not included in item 7 in the 2025 Form 4. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:14 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,859 | $35.65 | $66,273.35 |
DisclosureSEC source: 0001127602-25-006034 · form4.xml · nonDerivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,797 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:14 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006034 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,656 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/16/2022. Vesting determination was made by the Compensation Committee on 02/18/2025. Represents vesting at 83.31% Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:25 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 4,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003580 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,849 F1 · shares: Represents the award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest one-third each year on the anniversary of the achievement of designated performance goals. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:38 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,779 | $35.48 | $63,118.92 |
DisclosureSEC source: 0001127602-24-007445 · form4.xml · nonDerivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,841 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock and performance-based share units. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:38 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007445 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,620 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/24/2021. Vesting determination was made by the Compensation Committee on 02/07/2024. Represents vesting at 77.94%. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:42 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 4,328 | $35.78 Strike: $35.78 | $154,855.84 |
DisclosureSEC source: 0001127602-24-002319 · form4.xml · derivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,328 Underlying: Common Stock · 4,328 shares Expires 2034-01-24 F2 · shares: Grant of 4,328 shares of stock options which vest one-third each year on the anniversary of the grant, subject to the achievement of designated performance goals. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:42 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002319 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,131 F1 · shares: Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on 01/24/2027. Read SEC document |
| February 26, 2023 Filed Mar 2, 2023 02:25 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 3,214 | $44.43 | $142,798.02 |
DisclosureSEC source: 0001127602-23-008054 · form4.xml · nonDerivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,816 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock and performance-based share units. Read SEC document |
| February 26, 2023 Filed Mar 2, 2023 02:25 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 5,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008054 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,030 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/26/2020. Vesting determination was made by the Compensation Committee on 02/08/2023. Represents vesting at 171.16%. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:39 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,697 | $45.37 Strike: $45.37 | $122,362.89 |
DisclosureSEC source: 0001127602-23-007134 · form4.xml · derivative · entry 2 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,697 Underlying: Common Stock · 2,697 shares Expires 2033-02-22 F2 · shares: Grant of 2,697 shares of stock options which vest one-third each year on the anniversary of the grant, subject to the achievement of designated performance goals. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:39 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007134 · form4.xml · nonDerivative · entry 1 Huwar Michael · CIK 0001957641 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,816 F1 · shares: Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on 2/22/2026. 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.