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 |
|---|---|---|---|---|---|---|
| September 06, 2020 Filed Sep 8, 2020 19:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $45.88 | $3,808.04 |
DisclosureSEC source: 0001214659-20-007715 · marketforms-49646.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 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 |
| September 05, 2020 Filed Sep 8, 2020 19:21 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $45.88 | $2,844.56 |
DisclosureSEC source: 0001214659-20-007715 · marketforms-49646.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,833 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 06, 2020 Filed Jun 9, 2020 22:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $48.45 | $4,021.35 |
DisclosureSEC source: 0001214659-20-005511 · marketforms-48989.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,895 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 |
| June 05, 2020 Filed Jun 9, 2020 22:06 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 62 | $48.45 | $3,003.90 |
DisclosureSEC source: 0001214659-20-005511 · marketforms-48989.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,978 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 06, 2020 Filed Mar 9, 2020 23:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $54.37 | $4,512.71 |
DisclosureSEC source: 0001214659-20-002439 · marketforms-48239.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,040 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, 2020 Filed Mar 9, 2020 23:30 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 249 | $53.99 | $13,443.51 |
DisclosureSEC source: 0001214659-20-002439 · marketforms-48239.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,123 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, 2020 Filed Mar 6, 2020 01:37 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002347 · marketforms-48181.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,372 F1 · shares: Restricted stock granted 3/3/2020 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 3, 2021, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,657 | $47.96 | $79,469.72 |
DisclosureSEC source: 0001214659-20-002137 · marketforms-47945.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,975 F3 · 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 #407. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-002137 · marketforms-47945.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,632 F2 · shares: On 2/28/2017, the reporting person was granted a Performance Stock Unit (PSU) of 2,145 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 142.667% payout of the original goal. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 103 | $47.96 | $4,939.88 |
DisclosureSEC source: 0001214659-20-002137 · marketforms-47945.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572 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 #394. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 21:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $51.89 | $4,306.87 |
DisclosureSEC source: 0001214659-19-007616 · marketforms-46808.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,675 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 #436. Read SEC document |
| November 27, 2019 Filed Nov 28, 2019 00:26 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 91 | $51.16 | $4,655.56 |
DisclosureSEC source: 0001214659-19-007461 · marketforms-46569.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,758 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 #394. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:35 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $54.69 | $4,539.27 |
DisclosureSEC source: 0001214659-19-005790 · marketforms-45731.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,849 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 #436. Read SEC document |
| August 28, 2019 Filed Aug 29, 2019 20:57 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 91 | $55.80 | $5,077.80 |
DisclosureSEC source: 0001214659-19-005525 · marketforms-45641.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,932 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 #394. Read SEC document |
| August 07, 2019 Filed Aug 9, 2019 14:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $52.26 | $52,256.60 |
DisclosureSEC source: 0001214659-19-005106 · marketforms-45473.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,023 F1 · price: This transaction was executed in three transactions $52.24, $52.25 and $52.28. 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 06, 2019 Filed Jun 7, 2019 20:39 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 83 | $50.54 | $4,194.82 |
DisclosureSEC source: 0001214659-19-004115 · marketforms-45186.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,023 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 #436. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 15:24 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $50.00 | $50,000.00 |
DisclosureSEC source: 0001214659-19-004087 · marketforms-45182.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,106 F1 · price: This transaction was executed at $50.00 in one transaction. 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 |
| May 28, 2019 Filed May 30, 2019 21:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 91 | $50.22 | $4,570.02 |
DisclosureSEC source: 0001214659-19-003898 · marketforms-45078.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,106 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 #394. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 01:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 333 | $52.05 | $17,332.65 |
DisclosureSEC source: 0001214659-19-001986 · marketforms-44483.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,197 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, 2019 Filed Mar 8, 2019 01:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 1,457 | $52.83 | $76,973.31 |
DisclosureSEC source: 0001214659-19-001986 · marketforms-44483.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,530 F1 · shares: Restricted stock granted 3/5/2019 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 5, 2020, with the remaining 2/3 vesting quarterly over the succeeding 24 months. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 2,287 | $52.53 | $120,136.11 |
DisclosureSEC source: 0001214659-19-001776 · marketforms-44405.xml · nonDerivative · entry 4 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,073 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 Units #371. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 4,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001776 · marketforms-44405.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,360 F3 · shares: On 3/1/2016, the reporting person was granted a Performance Stock Unit (PSU) of 3,025 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 143.667% payout of the original goal. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 02:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 145 | $52.53 | $7,616.85 |
DisclosureSEC source: 0001214659-19-001776 · marketforms-44405.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,015 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 #430. Read SEC document |
| February 28, 2019 Filed Mar 5, 2019 02:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 103 | $52.02 | $5,358.06 |
DisclosureSEC source: 0001214659-19-001776 · marketforms-44405.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,160 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 #394. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $45.72 | $6,126.48 |
DisclosureSEC source: 0001214659-18-007475 · marketforms-43410.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,263 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 #430. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 21:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $46.58 | $4,425.10 |
DisclosureSEC source: 0001214659-18-007407 · marketforms-43339.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,397 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 #394. Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 18:12 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $45.18 | $45,177.00 |
DisclosureSEC source: 0001214659-18-007254 · marketforms-43244.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,492 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.1700 to $45.2000. The price reported above reflects the weighted 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 |
| September 13, 2018 Filed Sep 14, 2018 23:32 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $41.76 | $41,756.30 |
DisclosureSEC source: 0001214659-18-006047 · marketforms-42938.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,492 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.6500 to $41.85. The price reported above reflects the weighted 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 |
| September 01, 2018 Filed Sep 4, 2018 17:38 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $41.15 | $5,514.10 |
DisclosureSEC source: 0001214659-18-005874 · marketforms-42826.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,492 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 #430. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 17:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 94 | $40.25 | $3,783.50 |
DisclosureSEC source: 0001214659-18-005820 · marketforms-42802.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,626 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 #394 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 22:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $40.00 | $5,360.00 |
DisclosureSEC source: 0001214659-18-004252 · marketforms-42207.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,720 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 #430. Read SEC document |
| May 28, 2018 Filed May 30, 2018 19:59 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 95 | $40.75 | $3,871.25 |
DisclosureSEC source: 0001214659-18-004175 · marketforms-42136.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854 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 #394. Read SEC document |
| March 06, 2018 Filed Mar 9, 2018 00:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,954 | $35.40 | $69,171.60 |
DisclosureSEC source: 0001214659-18-001971 · marketforms-41343.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,949 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,898 | $36.40 | $69,087.20 |
DisclosureSEC source: 0001214659-18-001812 · marketforms-41276.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,995 F3 · 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 #348. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,498 | $36.40 | $127,327.20 |
DisclosureSEC source: 0001214659-18-001812 · marketforms-41276.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,893 F2 · shares: On 3/3/2015, the reporting person was granted a Restricted Stock Unit (RSU) of 2,446 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 143% payout of the original goal. Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 23:05 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $36.40 | $1,456.00 |
DisclosureSEC source: 0001214659-18-001812 · marketforms-41276.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,395 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 #336. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 23:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 150 | $37.95 | $5,692.50 |
DisclosureSEC source: 0001214659-18-001762 · marketforms-41215.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,435 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 #430. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:43 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 425 | $37.95 | $16,128.75 |
DisclosureSEC source: 0001214659-18-001762 · marketforms-41215.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,585 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 #394. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 18:09 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $41.55 | $1,662.00 |
DisclosureSEC source: 0001214659-18-000947 · marketforms-40935.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,010 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 #336. Read SEC document |
| January 03, 2018 Filed Jan 6, 2018 00:10 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $44.25 | $1,770.00 |
DisclosureSEC source: 0001214659-18-000244 · marketforms-40627.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,050 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 #336. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $45.00 | $1,620.00 |
DisclosureSEC source: 0001214659-17-007176 · marketforms-40408.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,090 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 #336. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 20:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $45.00 | $6,030.00 |
DisclosureSEC source: 0001214659-17-007176 · marketforms-40408.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,126 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 #357. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 23:07 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $43.00 | $1,548.00 |
DisclosureSEC source: 0001214659-17-006416 · marketforms-40081.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,260 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 #336. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 15:34 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $39.65 | $1,427.40 |
DisclosureSEC source: 0001214659-17-005951 · marketforms-39842.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,296 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 #336. Read SEC document |
| September 03, 2017 Filed Sep 5, 2017 18:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $37.25 | $1,341.00 |
DisclosureSEC source: 0001214659-17-005491 · marketforms-39562.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,332 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 #336. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 18:52 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $37.25 | $4,991.50 |
DisclosureSEC source: 0001214659-17-005491 · marketforms-39562.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,368 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 #357. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 17:13 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $38.50 | $1,386.00 |
DisclosureSEC source: 0001214659-17-004794 · marketforms-39357.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,502 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 #336. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 23:53 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $36.85 | $1,326.60 |
DisclosureSEC source: 0001214659-17-004368 · marketforms-39172.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,538 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 #336. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 17:18 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $35.90 | $35,900.00 |
DisclosureSEC source: 0001214659-17-003924 · marketforms-39048.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,574 F1 · price: This transaction was executed in a single trade at $35.90 per share. Read SEC document |
| June 03, 2017 Filed Jun 5, 2017 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $35.75 | $1,287.00 |
DisclosureSEC source: 0001214659-17-003857 · marketforms-39012.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,574 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 #336. 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.