Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Willdan Group, Inc.WLDN · Entity 4758 | Director | June 09, 2021 | June 11, 2021 |
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.
Willdan Group, Inc.
Report date June 09, 2021 · Filed June 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,287 |
Reported balance
After 2021-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-09 · Grant · Acquired 1,783 · Balance 10,287 F1: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023. F2: Includes (i) 1,095 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of restricted stock vest in two substantially equal installments on each of June 9, 2022 and June 9, 2023.
F2: Includes (i) 1,095 shares of restricted stock that vest on June 13, 2021, (ii) 1,084 shares of restricted stock that vest on June 13, 2021, (iii) 1,526 shares of restricted stock that vest on June 11, 2021 and (iv) 1,527 shares of restricted stock that vest on June 11, 2022.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AquaVenture Holdings Ltd
Report date March 30, 2020 · Filed March 30, 2020
Section 16 reporting ended · disclosed 2020-03-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-30 transaction · row 1
1 source rowRow 1 · 2020-03-30 · Disposition to issuer · Disposed 5,540 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, dated as of December 23, 2019, among Culligan International Company, a Delaware corporation ("Parent"), Amberjack Merger Sub Limited, a business company incorporated under the laws of the British Virgin Islands and a subsidiary of Parent ("Merger Sub"), and the Issuer, Merger Sub merged with and into the Issuer on March 30, 2020, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each ordinary share outstanding, automatically and without any required action on the part of the Reporting Person, was converted into the right to receive $27.10 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger, dated as of December 23, 2019, among Culligan International Company, a Delaware corporation ("Parent"), Amberjack Merger Sub Limited, a business company incorporated under the laws of the British Virgin Islands and a subsidiary of Parent ("Merger Sub"), and the Issuer, Merger Sub merged with and into the Issuer on March 30, 2020, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each ordinary share outstanding, automatically and without any required action on the part of the Reporting Person, was converted into the right to receive $27.10 in cash, without interest.
Aris Water Solutions, Inc.
Report date October 15, 2025 · Filed October 15, 2025
Section 16 reporting ended · disclosed 2025-10-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Disposition to issuer · Disposed 47,983 · Balance 0 F1: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration: F2: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration. F3: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration:
F2: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration.
F3: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents.
Global Water Resources, Inc.
Report date December 30, 2025 · Filed January 02, 2026
Section 16 reporting ended · disclosed 2026-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,495.203 |
Ending reported balance
After 2025-12-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-12-31 · Exercise / conversion · Acquired 2,180 · Balance 26,675.203 F1: Each deferred phantom unit ("DPU") is the economic equivalent to one share of common stock of Global Water Resources, Inc. ("the Company"). Row 2 · 2025-12-31 · Exercise / conversion · Acquired 313 · Balance 26,988.203 F2: Each restricted stock unit ("RSU") is the economic equivalent of one share of common stock of Global Water Resources, Inc. ("the Company"). Row 3 · 2025-12-31 · Disposition to issuer · Disposed 2,493 · Balance 24,495.203 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 313 |
Reported balance
After 2025-12-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-30 · Grant · Acquired 7 · Balance 313 F2: Each restricted stock unit ("RSU") is the economic equivalent of one share of common stock of Global Water Resources, Inc. ("the Company"). F3: The RSUs are fully vested upon grant. In addition, the RSUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the Omnibus plans incorporated by reference within our latest filed 10-K. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-12-31 · Exercise / conversion · Disposed 313 · Balance 0 F2: Each restricted stock unit ("RSU") is the economic equivalent of one share of common stock of Global Water Resources, Inc. ("the Company"). F3: The RSUs are fully vested upon grant. In addition, the RSUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the Omnibus plans incorporated by reference within our latest filed 10-K. F5: The reporting person ceased to be a director of the Company effective December 31, 2025. |
| Deferred Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-31 · Exercise / conversion · Disposed 2,180 · Balance 0 F1: Each deferred phantom unit ("DPU") is the economic equivalent to one share of common stock of Global Water Resources, Inc. ("the Company"). F4: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K. F5: The reporting person ceased to be a director of the Company effective December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred phantom unit ("DPU") is the economic equivalent to one share of common stock of Global Water Resources, Inc. ("the Company").
F2: Each restricted stock unit ("RSU") is the economic equivalent of one share of common stock of Global Water Resources, Inc. ("the Company").
F3: The RSUs are fully vested upon grant. In addition, the RSUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the Omnibus plans incorporated by reference within our latest filed 10-K.
F4: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K.
F5: The reporting person ceased to be a director of the Company effective December 31, 2025.
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 |
|---|---|---|---|---|---|---|
| August 30, 2018 Filed Aug 31, 2018 21:48 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantDeferred Phantom Unit · Derivative | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001434728-18-000177 · wf-form4_153575208821280.xml · derivative · entry 1 COY DEBRA · CIK 0001733776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 729 Underlying: Common Stock · 2 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred phantom unit ("DPU") is the economic equivalent to one share of common stock of Global Water Resources, Inc. ("the Company"). F2 · derivative.exercise_date: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K. F2 · derivative.expiration_date: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 21:16 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 2,000 | $9.55 | $19,100.00 |
DisclosureSEC source: 0001434728-18-000173 · wf-form4_153549096666842.xml · nonDerivative · entry 2 COY DEBRA · CIK 0001733776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| August 23, 2018 Filed Aug 28, 2018 21:16 UTC | Global Water Resources, Inc. GWRS · Entity 234 | PurchaseCommon Stock | 1,000 | $10.22 | $10,220.00 |
DisclosureSEC source: 0001434728-18-000173 · wf-form4_153549096666842.xml · nonDerivative · entry 1 COY DEBRA · CIK 0001733776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| August 15, 2018 Filed Aug 21, 2018 19:55 UTC | Global Water Resources, Inc. GWRS · Entity 234 | GrantDeferred Phantom Unit · Derivative | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001434728-18-000167 · wf-form4_153488133509172.xml · derivative · entry 1 COY DEBRA · CIK 0001733776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 Underlying: Common Stock · 727 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred phantom unit ("DPU") is the economic equivalent to one share of common stock of Global Water Resources, Inc. ("the Company"). F2 · derivative.exercise_date: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K. F2 · derivative.expiration_date: The DPUs are fully vested upon grant. In addition, the DPUs are only permitted to be redeemed upon the reporting person ceasing to be a director of the Company. Redemption requirements are detailed within the DPU plans which are incorporated by reference within our latest filed 10-K. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 21:02 UTC | Willdan Group, Inc. WLDN · Entity 4758 | GrantCommon Stock | 3,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008637 · edgar.xml · nonDerivative · entry 1 COY DEBRA · CIK 0001733776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283 F1 · shares: The shares vest in three equal installments on each of June 13, 2019, June 13, 2020 and June 13, 2021. 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.