Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, Human Resources | March 07, 2025 | March 11, 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.
CALIFORNIA WATER SERVICE GROUP
Report date March 07, 2025 · Filed March 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,580.31 |
Reported balance
After 2025-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-07 · Tax withholding · Disposed 49 · Balance 26,580.31 F1: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award #691. F2: Includes share acquired through the Employee Stock Purchase Program |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award #691.
F2: Includes share acquired through the Employee Stock Purchase Program
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 |
|---|---|---|---|---|---|---|
| September 03, 2017 Filed Sep 5, 2017 18:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $37.25 | $1,117.50 |
DisclosureSEC source: 0001214659-17-005485 · marketforms-39569.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,749 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 114 | $37.25 | $4,246.50 |
DisclosureSEC source: 0001214659-17-005485 · marketforms-39569.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,779 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #369. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 16:48 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $38.50 | $1,155.00 |
DisclosureSEC source: 0001214659-17-004792 · marketforms-39364.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,893 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $36.85 | $1,105.50 |
DisclosureSEC source: 0001214659-17-004361 · marketforms-39178.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,923 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $35.75 | $1,072.50 |
DisclosureSEC source: 0001214659-17-003862 · marketforms-39019.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,953 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 114 | $35.50 | $4,047.00 |
DisclosureSEC source: 0001214659-17-003862 · marketforms-39019.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,983 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #369 Read SEC document |
| May 03, 2017 Filed May 4, 2017 23:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $35.15 | $1,054.50 |
DisclosureSEC source: 0001214659-17-002991 · marketforms-38747.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,097 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:58 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $34.95 | $1,048.50 |
DisclosureSEC source: 0001214659-17-002402 · marketforms-38514.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,127 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| March 05, 2017 Filed Mar 8, 2017 01:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 30 | $36.50 | $1,095.00 |
DisclosureSEC source: 0001214659-17-001743 · marketforms-38257.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,646 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,302 | $36.50 | $47,523.00 |
DisclosureSEC source: 0001214659-17-001743 · marketforms-38257.xml · nonDerivative · entry 4 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,157 F4 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Unit (RSU) Award #324. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,813 | $36.50 | $102,674.50 |
DisclosureSEC source: 0001214659-17-001743 · marketforms-38257.xml · nonDerivative · entry 3 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,459 F3 · shares: On 3/4/2014, the reporting person was granted a Restricted Stock Unit (RSU) of 2,089 shares of common stock. The RSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 135% payout of the original goal. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $36.50 | $1,277.50 |
DisclosureSEC source: 0001214659-17-001743 · marketforms-38257.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,676 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 519 | $37.00 | $19,203.00 |
DisclosureSEC source: 0001214659-17-001666 · marketforms-38202.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,711 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #369. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:55 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,145 | $36.75 | $78,828.75 |
DisclosureSEC source: 0001214659-17-001624 · marketforms-38196.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,230 Read SEC document |
| February 05, 2017 Filed Feb 8, 2017 01:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $34.00 | $986.00 |
DisclosureSEC source: 0001214659-17-000836 · marketforms-37803.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,085 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $34.00 | $1,190.00 |
DisclosureSEC source: 0001214659-17-000836 · marketforms-37803.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,114 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| January 05, 2017 Filed Jan 5, 2017 23:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 29 | $34.00 | $986.00 |
DisclosureSEC source: 0001214659-17-000146 · marketforms-37542.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,149 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 35 | $33.75 | $1,181.25 |
DisclosureSEC source: 0001214659-17-000146 · marketforms-37542.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $34.80 | $730.80 |
DisclosureSEC source: 0001214659-16-015210 · marketforms-37303.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,213 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 23:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $34.35 | $858.75 |
DisclosureSEC source: 0001214659-16-015210 · marketforms-37303.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,234 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| November 05, 2016 Filed Nov 8, 2016 00:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $30.30 | $636.30 |
DisclosureSEC source: 0001214659-16-014435 · marketforms-36761.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,259 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| November 03, 2016 Filed Nov 8, 2016 00:00 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $30.70 | $767.50 |
DisclosureSEC source: 0001214659-16-014435 · marketforms-36761.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,280 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| October 05, 2016 Filed Oct 5, 2016 23:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $30.84 | $647.64 |
DisclosureSEC source: 0001214659-16-013995 · marketforms-36386.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,305 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 23:42 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.76 | $794.00 |
DisclosureSEC source: 0001214659-16-013995 · marketforms-36386.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,326 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. Read SEC document |
| September 05, 2016 Filed Sep 7, 2016 00:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 21 | $31.04 | $651.84 |
DisclosureSEC source: 0001214659-16-013593 · marketforms-36224.xml · nonDerivative · entry 2 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351 F2 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #297. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 00:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.04 | $776.00 |
DisclosureSEC source: 0001214659-16-013593 · marketforms-36224.xml · nonDerivative · entry 1 Webb Ronald D · CIK 0001615551 · VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,372 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA) Award #345. 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.