Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUPCWT · Entity 4212 | VP, CEO and Treasurer | March 01, 2024 | March 06, 2024 |
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 01, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,207.87 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Tax withholding · Disposed 41 · Balance 1,207.87 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 #636 F2: Includes shares acquired through ESPP and dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 3,152.87 |
Reported balance
After 2024-03-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-02 · Grant · Acquired 1,945 · Balance 3,152.87 F3: On 3/2/2021, the reporting person was granted a Performance Stock Unit (PSU) of 1279 shares of common stock. The PSU vested in full based on satisfaction on certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 152% payout of the original goal. |
| Common StockSEC Table I · non-derivative | Direct | 2,417.87 |
Reported balance
After 2024-03-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-03-02 · Tax withholding · Disposed 735 · Balance 2,417.87 F4: 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 Performance Stock Unit (PSU) Award #609. |
| Common StockSEC Table I · non-derivative | Direct | 2,380.87 |
Reported balance
After 2024-03-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-03-03 · Tax withholding · Disposed 37 · Balance 2,380.87 F5: 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 #594. |
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 #636
F2: Includes shares acquired through ESPP and dividend reinvestment.
F3: On 3/2/2021, the reporting person was granted a Performance Stock Unit (PSU) of 1279 shares of common stock. The PSU vested in full based on satisfaction on certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 152% payout of the original goal.
F4: 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 Performance Stock Unit (PSU) Award #609.
F5: 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 #594.
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 |
|---|---|---|---|---|---|---|
| March 03, 2024 Filed Mar 6, 2024 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 37 | $45.53 | $1,684.61 |
DisclosureSEC source: 0001127602-24-008736 · form4.xml · nonDerivative · entry 4 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,380.87 F5 · shares: 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 #594. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 735 | $45.53 | $33,464.55 |
DisclosureSEC source: 0001127602-24-008736 · form4.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,417.87 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 Performance Stock Unit (PSU) Award #609. Read SEC document |
| March 02, 2024 Filed Mar 6, 2024 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008736 · form4.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,152.87 F3 · shares: On 3/2/2021, the reporting person was granted a Performance Stock Unit (PSU) of 1279 shares of common stock. The PSU vested in full based on satisfaction on certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 152% payout of the original goal. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 41 | $45.53 | $1,866.73 |
DisclosureSEC source: 0001127602-24-008736 · form4.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207.87 F1 · shares: 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 #636 F2 · balance_after: Includes shares acquired through ESPP and dividend reinvestment. Read SEC document |
| December 03, 2023 Filed Dec 5, 2023 01:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 39 | $51.69 | $2,015.91 |
DisclosureSEC source: 0001127602-23-028789 · form4.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,248.87 F2 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #594. F3 · balance_after: Includes shares received through dividend reinvestment Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 01:41 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 38 | $51.69 | $1,964.22 |
DisclosureSEC source: 0001127602-23-028789 · form4.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,167 F1 · shares: Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax obligations that arose in connection with the vesting of the Restricted Stock (RSA) Award #636. Read SEC document |
| September 03, 2023 Filed Sep 6, 2023 17:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 39 | $50.10 | $1,953.90 |
DisclosureSEC source: 0001127602-23-023755 · form4.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,205 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 Restricted Stock Award (RSA) 594 F3 · balance_after: Includes shares received through dividend reinvestment Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 17:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 38 | $50.10 | $1,903.80 |
DisclosureSEC source: 0001127602-23-023755 · form4.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242 F1 · shares: Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax obligations that arose in connection with the vesting of Restricted Stock Award (RSA) 636 Read SEC document |
| June 03, 2023 Filed Jun 6, 2023 01:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 39 | $57.89 | $2,257.71 |
DisclosureSEC source: 0001127602-23-017985 · form4.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280 Read SEC document |
| June 01, 2023 Filed Jun 6, 2023 01:03 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Disposition to issuerCommon Stock | 38 | $56.12 | $2,132.56 |
DisclosureSEC source: 0001127602-23-017985 · form4.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, CEO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,319 Read SEC document |
| December 03, 2022 Filed Dec 5, 2022 16:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $64.30 | $3,665.10 |
DisclosureSEC source: 0001214659-22-014504 · marketforms-57687.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,115 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 (RSA) Award #521. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 16:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 53 | $64.30 | $3,407.90 |
DisclosureSEC source: 0001214659-22-014504 · marketforms-57687.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,172 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 (RSA) Award #594. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 23:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 200 | $60.00 | $12,000.00 |
DisclosureSEC source: 0001214659-22-013387 · marketforms-57500.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,225 F1 · shares: This sale of 200 shares were all executed in a single transaction for $60.00 a share. Read SEC document |
| November 02, 2022 Filed Nov 2, 2022 16:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 300 | $59.78 | $17,934.00 |
DisclosureSEC source: 0001214659-22-012991 · marketforms-57455.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425 F1 · shares: This sale of 300 shares were all executed in a single transaction for $59.78 a share. Read SEC document |
| September 12, 2022 Filed Sep 12, 2022 18:15 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 300 | $59.85 | $17,955.00 |
DisclosureSEC source: 0001214659-22-011055 · marketforms-57107.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,725 F1 · shares: This sale of 300 shares were all executed with a weighted average price of $69.8492. Read SEC document |
| September 03, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $58.44 | $3,331.08 |
DisclosureSEC source: 0001214659-22-010919 · marketforms-57023.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,025 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 (RSA) Award #521. Read SEC document |
| September 02, 2022 Filed Sep 6, 2022 20:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 54 | $58.44 | $3,155.76 |
DisclosureSEC source: 0001214659-22-010919 · marketforms-57023.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,082 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 (RSA) Award #594. Read SEC document |
| August 30, 2022 Filed Aug 30, 2022 14:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 300 | $60.54 | $18,162.00 |
DisclosureSEC source: 0001214659-22-010674 · marketforms-57011.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,136 F1 · shares: This sale of 300 shares were all executed with a price of $60.54. Read SEC document |
| June 06, 2022 Filed Jun 6, 2022 18:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 200 | $55.12 | $11,024.00 |
DisclosureSEC source: 0001214659-22-007840 · marketforms-56338.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,436 F3 · price: This transaction was executed in multiple trades at prices ranging from $55.11 to $55.14. The price reported above reflects the average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 18:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $54.96 | $3,132.72 |
DisclosureSEC source: 0001214659-22-007840 · marketforms-56338.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,636 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 (RSA) Award #521. Read SEC document |
| June 02, 2022 Filed Jun 2, 2022 19:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 300 | $55.00 | $16,500.00 |
DisclosureSEC source: 0001214659-22-007749 · marketforms-56417.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,746 F1 · shares: This sale of 300 shares executed in a single transaction with share price of $55.00. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 18:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 53 | $55.21 | $2,926.13 |
DisclosureSEC source: 0001214659-22-007840 · marketforms-56338.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,693 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 (RSA) Award #594. Read SEC document |
| May 17, 2022 Filed May 17, 2022 19:08 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 500 | $53.15 | $26,575.00 |
DisclosureSEC source: 0001214659-22-007110 · marketforms-56224.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,046 F1 · shares: This sale of 500 shares executed in a single transaction with share price of $53.15. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,165 | $58.63 | $68,303.95 |
DisclosureSEC source: 0001214659-22-003713 · marketforms-55702.xml · nonDerivative · entry 4 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,546 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 Performance Stock Unit (PSU) Award #493. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003713 · marketforms-55702.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,711 F3 · shares: On 3/5/2019, the reporting person was granted a Performance Stock Unit (PSU) of 1,457 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 159% payout of the original goal. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 01:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $58.63 | $3,986.84 |
DisclosureSEC source: 0001214659-22-003713 · marketforms-55702.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,399 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 (RSA) Award #481. Read SEC document |
| March 03, 2022 Filed Mar 8, 2022 01:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 65 | $57.01 | $3,705.65 |
DisclosureSEC source: 0001214659-22-003713 · marketforms-55702.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,467 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 (RSA) Award #521. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 243 | $56.90 | $13,826.70 |
DisclosureSEC source: 0001214659-22-003580 · marketforms-55666.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,532 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 (RSA) Award #594. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003580 · marketforms-55666.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,775 F1 · shares: Restricted stock granted 3/1/2022 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 1, 2023, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 275 | $69.87 | $19,214.25 |
DisclosureSEC source: 0001214659-22-000370 · marketforms-54976.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,497 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 (RSA) Award #561. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 22:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $65.36 | $3,856.24 |
DisclosureSEC source: 0001214659-21-012757 · marketforms-54507.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,772 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 (RSA) Award #481. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 22:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $65.36 | $3,725.52 |
DisclosureSEC source: 0001214659-21-012757 · marketforms-54507.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,831 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 (RSA) Award #521. Read SEC document |
| September 05, 2021 Filed Sep 7, 2021 17:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 60 | $64.49 | $3,869.40 |
DisclosureSEC source: 0001214659-21-009334 · marketforms-53735.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,888 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 (RSA) Award #481. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 17:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $64.49 | $3,675.93 |
DisclosureSEC source: 0001214659-21-009334 · marketforms-53735.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,948 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 (RSA) Award #521. Read SEC document |
| September 02, 2021 Filed Sep 2, 2021 21:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 250 | $65.12 | $16,280.00 |
DisclosureSEC source: 0001214659-21-009290 · marketforms-53727.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,005 F1 · shares: This sale of 250 shares executed in one transaction with share price of $65.12. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. Read SEC document |
| August 04, 2021 Filed Aug 4, 2021 17:51 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 500 | $63.77 | $31,885.00 |
DisclosureSEC source: 0001214659-21-008142 · marketforms-53524.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,255 F1 · shares: This sale of 500 shares executed in multiple transactions with share price between $63.72 and $63.81 with an average prices of $63.77. Read SEC document |
| June 07, 2021 Filed Jun 7, 2021 20:22 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 500 | $57.00 | $28,500.00 |
DisclosureSEC source: 0001214659-21-006364 · marketforms-53085.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,755 F1 · shares: This sale of 500 shares at $57.00 was executed in a single transaction. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 17:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 59 | $56.66 | $3,342.94 |
DisclosureSEC source: 0001214659-21-006348 · marketforms-53054.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,255 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 (RSA) Award #481. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 57 | $56.94 | $3,245.58 |
DisclosureSEC source: 0001214659-21-006309 · marketforms-53038.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,314 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 (RSA) Award #521. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,475 | $52.96 | $78,116.00 |
DisclosureSEC source: 0001214659-21-002869 · marketforms-51787.xml · nonDerivative · entry 4 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,371 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 Performance Stock Unit (PSU) Award #449. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002869 · marketforms-51787.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,846 F3 · shares: On 3/6/2018, the reporting person was granted a Performance Stock Unit (PSU) of 1,954 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 146% payout of the original goal. Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 01:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 91 | $52.96 | $4,819.36 |
DisclosureSEC source: 0001214659-21-002869 · marketforms-51787.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,993 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 (RSA) Award #436. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 01:40 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 68 | $52.96 | $3,601.28 |
DisclosureSEC source: 0001214659-21-002869 · marketforms-51787.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,084 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 (RSA) Award #481. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 20:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 259 | $53.21 | $13,781.39 |
DisclosureSEC source: 0001214659-21-002713 · marketforms-51742.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,152 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 (RSA) Award #521. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 20:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002713 · marketforms-51742.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,411 F1 · shares: Restricted stock granted 3/2/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with one-third on March 2, 2022, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:01 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000207 · marketforms-50857.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,100 F1 · shares: Restricted stock granted 01/04/2021 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests with a one-year cliff vesting term, vesting 100% on the first anniversary of the grant date. Includes dividend reinvestment. Read SEC document |
| December 08, 2020 Filed Dec 8, 2020 21:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $50.00 | $50,000.00 |
DisclosureSEC source: 0001214659-20-010258 · marketforms-50565.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,605 Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 21:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $49.46 | $4,105.18 |
DisclosureSEC source: 0001214659-20-010258 · marketforms-50565.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,605 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 (RSA) Award #436. Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 21:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $49.46 | $3,066.52 |
DisclosureSEC source: 0001214659-20-010258 · marketforms-50565.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,688 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 (RSA) Award #481. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 21:04 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $53.00 | $53,000.00 |
DisclosureSEC source: 0001214659-20-009654 · marketforms-50137.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 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.