Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Essential Utilities, Inc.
Report date July 31, 2025 · Filed August 01, 2025
Section 16 reporting ended · disclosed 2025-08-01. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 18, 2025 Filed Feb 20, 2025 22:16 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 987 | $35.65 | $35,186.55 |
DisclosureSEC source: 0001127602-25-006039 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,617 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 22:16 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006039 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,604 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 21:27 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003582 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,069.11 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 |
| November 08, 2024 Filed Nov 12, 2024 21:43 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GiftCommon Stock | 530 | $39.49 | $20,929.70 |
DisclosureSEC source: 0001127602-24-027039 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,860.77 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:33 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 2,342 | $37.43 | $87,661.06 |
DisclosureSEC source: 0001127602-24-019894 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,390.77 F1 · balance_after: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:32 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 2,023 | $36.56 | $73,960.88 |
DisclosureSEC source: 0001127602-24-014128 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,358.275 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| May 01, 2024 Filed May 6, 2024 20:32 UTC Amendment | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 2,023 | $36.56 | $73,960.88 |
DisclosureSEC source: 0001127602-24-014281 · form4a.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,732.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:47 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 5,565 | $37.21 | $207,073.65 |
DisclosureSEC source: 0001127602-24-011864 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,755.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:43 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 3,551 | $36.00 | $127,836.00 |
DisclosureSEC source: 0001127602-24-009994 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,320.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:00 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 6,350 | $35.60 | $226,060.00 |
DisclosureSEC source: 0001127602-24-009025 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,871.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,108 | $35.48 | $39,311.84 |
DisclosureSEC source: 0001127602-24-007464 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,221.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007464 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,329.77 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 21:36 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,225 | $35.78 Strike: $35.78 | $79,610.50 |
DisclosureSEC source: 0001127602-24-002309 · form4.xml · derivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,225 Underlying: Common Stock · 2,225 shares Expires 2034-01-24 F3 · shares: Grant of 2,225 shares of stock options which vest one-third each year on the anniversary of the grant date, subject to achievement of designated performance goals. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 21:36 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002309 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,832.77 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 02:20 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,820 | $44.43 | $80,862.60 |
DisclosureSEC source: 0001127602-23-008044 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,642.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 26, 2023 Filed Mar 2, 2023 02:20 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008044 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,462.77 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 22:31 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 1,496 | $45.37 Strike: $45.37 | $67,873.52 |
DisclosureSEC source: 0001127602-23-007119 · form4.xml · derivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,496 Underlying: Common Stock · 1,496 shares Expires 2033-02-22 F3 · shares: Grant of 1,496 shares of stock options which vest one-third each year on the anniversary of the grant date, subject to achievement of designated performance goals. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 22:31 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007119 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,674.77 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 02/22/2026. Read SEC document |
| November 14, 2022 Filed Nov 14, 2022 22:49 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GiftCommon Stock | 410 | $46.98 | $19,259.75 |
DisclosureSEC source: 0001127602-22-025543 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,765.77 F1 · shares: Represents a gift of shares by the reporting person. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 22:49 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GiftCommon Stock | 45 | $45.82 | $2,061.90 |
DisclosureSEC source: 0001127602-22-025543 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,175.77 F1 · shares: Represents a gift of shares by the reporting person. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 23:05 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 448 | $47.46 | $21,259.84 |
DisclosureSEC source: 0001127602-22-007822 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,220.77 F1 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:23 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 1,486 | $45.19 Strike: $45.19 | $67,152.34 |
DisclosureSEC source: 0001127602-22-005785 · form4.xml · derivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486 Underlying: Common Stock · 1,486 shares Expires 2032-02-16 F3 · shares: Grant of 1,486 shares of restricted stock which vest one-third each year on the anniversary of the grant date, subject to meeting performance criteria. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:23 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 798 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005785 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,668.77 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 02/16/2025. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:31 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 1,954 | $51.00 | $99,654.00 |
DisclosureSEC source: 0001127602-21-030602 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,870.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 20:29 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 2,200 | $47.00 | $103,400.00 |
DisclosureSEC source: 0001127602-21-020496 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,824.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 12:21 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 349 | $48.00 | $16,752.00 |
DisclosureSEC source: 0001127602-21-018367 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,024.77 F1 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 23:19 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,698 | $42.81 | $72,691.38 |
DisclosureSEC source: 0001127602-21-008877 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,373.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 23:19 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 2,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008877 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,071.77 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/27/2018. Vesting determination was made by the Compensation Committee on 02/10/2021. Represents vesting at 175.00%. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:51 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008122 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,411.77 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 02/24/2024. Read SEC document |
| December 23, 2020 Filed Dec 28, 2020 22:27 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | SaleCommon Stock | 1,300 | $46.00 | $59,800.00 |
DisclosureSEC source: 0001127602-20-032399 · form4.xml · nonDerivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,321.7 F2 · shares: Disposition is part of a previously set up transaction from a 10b5-1 plan. Read SEC document |
| December 07, 2020 Filed Dec 28, 2020 22:27 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GiftCommon Stock | 200 | $47.23 | $9,445.00 |
DisclosureSEC source: 0001127602-20-032399 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,621.7 F1 · shares: Represents a gift of shares by the reporting person. Read SEC document |
| November 12, 2020 Filed Dec 28, 2020 22:27 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GiftCommon Stock | 235 | $44.87 | $10,544.45 |
DisclosureSEC source: 0001127602-20-032399 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,821.7 F1 · shares: Represents a gift of shares by the reporting person. Read SEC document |
| February 26, 2020 Filed Feb 29, 2020 00:34 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008453 · form4.xml · nonDerivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,056.7 F3 · 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 02/26/2023. Read SEC document |
| February 24, 2020 Filed Feb 29, 2020 00:34 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | Tax withholdingCommon Stock | 1,914 | $53.32 | $102,054.48 |
DisclosureSEC source: 0001127602-20-008453 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,221.275 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 24, 2020 Filed Feb 29, 2020 00:34 UTC | Essential Utilities, Inc. WTRG · Entity 3473 | GrantCommon Stock | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008453 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,033.7 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/22/2017. Vesting determination was made by the Compensation Committee on 02/12/2020. Represents vesting at 159.91%. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 14,072 | $35.94 Strike: $35.94 | $505,747.68 |
DisclosureSEC source: 0001127602-19-009625 · form4.xml · derivative · entry 5 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,072 Underlying: Common Stock · 14,072 shares Expires 2029-02-28 F5 · shares: Grant of 14,072 shares of stock options which vest one-third each year on the anniversary of the grant, subject to achievement of designated performance goals. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009625 · form4.xml · nonDerivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,973.77 F3 · 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 February 28, 2022. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Tax withholdingCommon Stock | 1,746 | $35.61 | $62,166.33 |
DisclosureSEC source: 0001127602-19-009625 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,056.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 2,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009625 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,802.77 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/21/2016. Vesting determination was made by the Compensation Committee on 2/28/2019. Represents vesting at 70.68% of target. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:38 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,792 | $34.51 Strike: $34.51 | $96,351.92 |
DisclosureSEC source: 0001127602-18-009281 · form4.xml · derivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,792 Underlying: Common Stock · 2,792 shares Expires 2028-02-27 F3 · shares: Grant of 2,792 shares of stock options which vest one-third each year on the anniversary of the grant. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:38 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 1,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009281 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,915.77 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 February 27, 2021. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 18:45 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Tax withholdingCommon Stock | 1,722 | $34.57 | $59,527.99 |
DisclosureSEC source: 0001127602-18-008620 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,903.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 18:45 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008620 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,625.77 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/23/2015. Represents vesting at 109.19% of target. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 17:02 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Exercise / conversionStock Options (Right to Buy) · Derivative | 12,499 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001127602-17-027375 · form4.xml · derivative · entry 4 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,499 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 17:02 UTC | Essential Utilities, Inc. WTR · Entity 3473 | SaleCommon Stock | 12,499 | $34.46 | $430,715.54 |
DisclosureSEC source: 0001127602-17-027375 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104.77 Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 17:02 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Exercise / conversionCommon Stock | 12,499 | $16.15 | $201,858.85 |
DisclosureSEC source: 0001127602-17-027375 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,603.77 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:30 UTC | Essential Utilities, Inc. WTR · Entity 3473 | Tax withholdingCommon Stock | 2,518 | $31.16 | $78,462.14 |
DisclosureSEC source: 0001127602-17-009353 · form4.xml · nonDerivative · entry 2 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104.77 F2 · shares: Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:30 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 3,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009353 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,622.77 F1 · shares: Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 02/27/2014. Represents vesting at 97.3% of target. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:33 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantStock Options (Right to Buy) · Derivative | 2,215 | $30.47 Strike: $30.47 | $67,491.05 |
DisclosureSEC source: 0001127602-17-008300 · form4.xml · derivative · entry 3 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,215 Underlying: Common Stock · 2,215 shares Expires 2027-02-22 F3 · shares: Grant of 2,215 shares of stock options which vest one-third each year on the anniversary of the grant. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:33 UTC | Essential Utilities, Inc. WTR · Entity 3473 | GrantCommon Stock | 1,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008300 · form4.xml · nonDerivative · entry 1 RUBIN ROBERT A · CIK 0001282944 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,217.77 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 February 22, 2020. 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.