Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Essential Utilities, Inc.WTRG · Entity 3473 | Chief Accounting Officer | February 22, 2026 | February 24, 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 February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,270 |
Ending reported balance
After 2026-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-22 · Grant · Acquired 246 · Balance 2,428 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 158 · Balance 2,270 F2: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. |
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.
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 22:23 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 158 | $38.78 | $6,127.24 |
DisclosureSEC source: 0000078128-26-000043 · form4.xml · nonDerivative · entry 2 Palmer Bradley John · CIK 0002080725 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270 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 22:23 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000043 · form4.xml · nonDerivative · entry 1 Palmer Bradley John · CIK 0002080725 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,428 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 21:14 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 89 | $37.69 | $3,354.41 |
DisclosureSEC source: 0000078128-26-000024 · form4.xml · nonDerivative · entry 1 Palmer Bradley John · CIK 0002080725 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,182 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 22:11 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,242 | $39.19 Strike: $39.13 | $87,863.98 |
DisclosureSEC source: 0000078128-26-000016 · form4.xml · derivative · entry 2 Palmer Bradley John · CIK 0002080725 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,242 Underlying: Common Stock · 2,242 shares Expires 2036-01-23 F3 · derivative.exercise_date: Grant of 2,242 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 22:11 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0000078128-26-000016 · form4.xml · nonDerivative · entry 1 Palmer Bradley John · CIK 0002080725 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,271 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.