Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | President, San Jose Water Co. | April 30, 2025 | May 01, 2025 |
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 April 30, 2025 · Filed May 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,812 |
Reported balance
After 2025-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-30 · Tax withholding · Disposed 1,118 · Balance 12,812 F1: Represents 1,118 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 April 30, 2025 pursuant to the terms of the April 30, 2024 Restricted Stock Unit ("RSU") 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. F2: Represents 2,753 shares of Common Stock and 10,059 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,118 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 April 30, 2025 pursuant to the terms of the April 30, 2024 Restricted Stock Unit ("RSU") 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.
F2: Represents 2,753 shares of Common Stock and 10,059 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.
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 |
|---|---|---|---|---|---|---|
| April 30, 2025 Filed May 1, 2025 20:03 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 1,118 | $56.74 | $63,435.32 |
DisclosureSEC source: 0002016399-25-000009 · wk-form4_1746129810.xml · nonDerivative · entry 1 Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,812 F1 · shares: Represents 1,118 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 April 30, 2025 pursuant to the terms of the April 30, 2024 Restricted Stock Unit ("RSU") 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. F2 · balance_after: Represents 2,753 shares of Common Stock and 10,059 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 20:01 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 271 | $51.18 | $13,869.78 |
DisclosureSEC source: 0002016399-25-000004 · wk-form4_1743105711.xml · nonDerivative · entry 1 Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,930 F1 · shares: Represents 271 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 March 25, 2025 pursuant to the terms of the March 25, 2024 Restricted Stock Unit ("RSU") 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. F2 · balance_after: Represents (i) 485 shares of Common Stock; (ii) 264 shares of Common Stock acquired on January 31, 2025 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) 13,181 shares of Common Stock underlying RSUs that will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:21 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0002016399-25-000002 · wk-form4_1736202110.xml · nonDerivative · entry 1 Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,937 F1 · shares: Represents 2,300 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 · balance_after: Represents 13,937 shares of the Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| April 30, 2024 Filed May 1, 2024 21:33 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 9,367 | $0.00 | $0.00 |
DisclosureSEC source: 0002016399-24-000007 · wk-form4_1714599196.xml · nonDerivative · entry 1 Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,637 F1 · shares: Represents 9,367 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 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 |
| March 25, 2024 Filed Mar 27, 2024 20:22 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0002016399-24-000005 · wk-form4_1711570934.xml · nonDerivative · entry 1 Moniz-Witten Tanya · CIK 0002016399 · President, San Jose Water Co. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270 F1 · shares: Represents 2,270 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 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.