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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 5, 2017 20:47 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 134 | $35.50 | $4,757.00 |
DisclosureSEC source: 0001214659-17-003857 · marketforms-39012.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,610 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 |
| May 03, 2017 Filed May 4, 2017 23:25 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $35.15 | $1,265.40 |
DisclosureSEC source: 0001214659-17-002998 · marketforms-38741.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,744 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 |
| May 02, 2017 Filed May 3, 2017 22:14 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | SaleCommon Stock | 1,000 | $35.70 | $35,700.00 |
DisclosureSEC source: 0001214659-17-002974 · marketforms-38728.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,780 F1 · price: This transaction was executed in a single trade at $35.70 per share. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 22:56 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 36 | $34.95 | $1,258.20 |
DisclosureSEC source: 0001214659-17-002396 · marketforms-38508.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780 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 04, 2017 Filed Mar 8, 2017 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 1,976 | $36.50 | $72,124.00 |
DisclosureSEC source: 0001214659-17-001748 · marketforms-38251.xml · nonDerivative · entry 4 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,816 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 #313. Read SEC document |
| March 04, 2017 Filed Mar 8, 2017 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 3,531 | $36.50 | $128,881.50 |
DisclosureSEC source: 0001214659-17-001748 · marketforms-38251.xml · nonDerivative · entry 3 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,792 F3 · shares: On 3/4/2014, the reporting person was granted a Restricted Stock Unit (RSU) of 2,622 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 04, 2017 Filed Mar 8, 2017 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $36.50 | $1,569.50 |
DisclosureSEC source: 0001214659-17-001748 · marketforms-38251.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,261 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 #280. Read SEC document |
| March 03, 2017 Filed Mar 8, 2017 01:31 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $36.50 | $1,460.00 |
DisclosureSEC source: 0001214659-17-001748 · marketforms-38251.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,304 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, 2017 Filed Mar 3, 2017 22:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 599 | $37.00 | $22,163.00 |
DisclosureSEC source: 0001214659-17-001663 · marketforms-38209.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,344 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 |
| February 28, 2017 Filed Mar 3, 2017 00:49 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | GrantCommon Stock | 2,145 | $36.75 | $78,828.75 |
DisclosureSEC source: 0001214659-17-001616 · marketforms-38184.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,943 Read SEC document |
| February 04, 2017 Filed Feb 8, 2017 01:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $34.00 | $1,462.00 |
DisclosureSEC source: 0001214659-17-000828 · marketforms-37796.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,798 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 #280. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 01:17 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $34.00 | $1,360.00 |
DisclosureSEC source: 0001214659-17-000828 · marketforms-37796.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,841 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 04, 2017 Filed Jan 5, 2017 23:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 43 | $34.30 | $1,474.90 |
DisclosureSEC source: 0001214659-17-000147 · marketforms-37527.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,881 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 #280. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:33 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 40 | $33.75 | $1,350.00 |
DisclosureSEC source: 0001214659-17-000147 · marketforms-37527.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,924 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 04, 2016 Filed Dec 6, 2016 23:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $34.35 | $927.45 |
DisclosureSEC source: 0001214659-16-015219 · marketforms-37283.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,964 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 #280. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 23:20 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $34.35 | $858.75 |
DisclosureSEC source: 0001214659-16-015219 · marketforms-37283.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,991 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 |
| November 04, 2016 Filed Nov 8, 2016 00:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.30 | $818.10 |
DisclosureSEC source: 0001214659-16-014440 · marketforms-36755.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,016 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 #280. Read SEC document |
| November 03, 2016 Filed Nov 8, 2016 00:28 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $30.70 | $767.50 |
DisclosureSEC source: 0001214659-16-014440 · marketforms-36755.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,043 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 04, 2016 Filed Oct 5, 2016 23:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $30.96 | $835.92 |
DisclosureSEC source: 0001214659-16-013997 · marketforms-36380.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,068 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 #280. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 23:44 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.76 | $794.00 |
DisclosureSEC source: 0001214659-16-013997 · marketforms-36380.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,095 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 04, 2016 Filed Sep 7, 2016 00:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 27 | $31.04 | $838.08 |
DisclosureSEC source: 0001214659-16-013597 · marketforms-36219.xml · nonDerivative · entry 2 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,120 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 #280. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 00:29 UTC | CALIFORNIA WATER SERVICE GROUP CWT · Entity 4212 | Tax withholdingCommon Stock | 25 | $31.04 | $776.00 |
DisclosureSEC source: 0001214659-16-013597 · marketforms-36219.xml · nonDerivative · entry 1 Healey David B · CIK 0001555093 · VP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,147 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.