Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YORK WATER COYORW · Entity 5405 | VP- Human Resources | January 17, 2024 | January 19, 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.
YORK WATER CO
Report date January 17, 2024 · Filed January 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,877.832 |
Reported balance
After 2024-01-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-01-17 · Purchase · Acquired 13.795 · Balance 1,877.832 F1: Includes shares acquired under The York Water Company dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under The York Water Company dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| January 17, 2024 Filed Jan 19, 2024 14:14 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.795 | $36.75 | $507.00 |
DisclosureSEC source: 0000108985-24-000004 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,877.832 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| October 17, 2023 Filed Oct 17, 2023 20:01 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.291 | $35.45 | $506.58 |
DisclosureSEC source: 0000108985-23-000095 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,853.489 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 17:31 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.976 | $39.07 | $507.02 |
DisclosureSEC source: 0000108985-23-000077 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,829.036 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| May 01, 2023 Filed May 3, 2023 17:49 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-23-000058 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,806.878 F1 · price: Grant of restricted stock to vest equitably over three years. F2 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| April 17, 2023 Filed Apr 17, 2023 18:05 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.998 | $42.26 | $507.02 |
DisclosureSEC source: 0000108985-23-000032 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,586.878 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| January 18, 2023 Filed Jan 19, 2023 14:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.818 | $42.90 | $507.02 |
DisclosureSEC source: 0000108985-23-000008 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,567.508 F1 · balance_after: Includes shares acquired under The York Water Company dividend reinvestment plan. Read SEC document |
| October 17, 2022 Filed Oct 17, 2022 19:40 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.81 | $36.71 | $507.00 |
DisclosureSEC source: 0000108985-22-000100 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548.41 F1 · balance_after: Includes shares acquired under The York Water company dividend reinvestment plan. Read SEC document |
| July 18, 2022 Filed Jul 18, 2022 18:37 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.35 | $37.98 | $506.98 |
DisclosureSEC source: 0000108985-22-000084 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,526.848 F1 · balance_after: Includes shares acquired under The York Water Company Dividend Reinvestment Plan. Read SEC document |
| May 02, 2022 Filed May 4, 2022 15:54 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 286 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-22-000074 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,505.76 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| April 18, 2022 Filed Apr 18, 2022 17:53 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.78 | $43.04 | $507.01 |
DisclosureSEC source: 0000108985-22-000044 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,219.76 Read SEC document |
| April 14, 2022 Filed Apr 18, 2022 17:53 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 5.712 | $41.02 | $234.32 |
DisclosureSEC source: 0000108985-22-000044 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207.98 Read SEC document |
| January 18, 2022 Filed Jan 18, 2022 21:11 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 10.791 | $46.99 | $507.04 |
DisclosureSEC source: 0000108985-22-000010 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202.268 Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 21:11 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 4.979 | $46.45 | $231.28 |
DisclosureSEC source: 0000108985-22-000010 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191.477 Read SEC document |
| October 18, 2021 Filed Oct 18, 2021 19:29 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.061 | $42.04 | $507.01 |
DisclosureSEC source: 0000108985-21-000110 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186.498 Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 19:29 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 5.176 | $42.33 | $219.12 |
DisclosureSEC source: 0000108985-21-000110 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174.437 Read SEC document |
| July 16, 2021 Filed Jul 16, 2021 18:36 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.65 | $43.52 | $507.00 |
DisclosureSEC source: 0000108985-21-000086 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,169.261 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 18:36 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 4.895 | $44.13 | $216.00 |
DisclosureSEC source: 0000108985-21-000086 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157.611 Read SEC document |
| May 03, 2021 Filed May 5, 2021 15:15 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-21-000065 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152.716 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| April 16, 2021 Filed Apr 16, 2021 20:02 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.033 | $45.95 | $507.01 |
DisclosureSEC source: 0000108985-21-000039 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 946.716 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 20:02 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 4.246 | $41.10 | $174.53 |
DisclosureSEC source: 0000108985-21-000039 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935.683 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 14:06 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.495 | $44.11 | $507.03 |
DisclosureSEC source: 0000108985-21-000014 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931.437 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 14:06 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 3.842 | $44.68 | $171.66 |
DisclosureSEC source: 0000108985-21-000014 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 919.942 Read SEC document |
| October 16, 2020 Filed Oct 16, 2020 19:06 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.513 | $40.41 | $546.04 |
DisclosureSEC source: 0000108985-20-000117 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 916.1 Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 19:06 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 4.063 | $41.95 | $170.44 |
DisclosureSEC source: 0000108985-20-000117 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902.587 Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 13:07 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-20-000102 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898.524 F1 · price: Grant of restricted stock to vest equitable over three years. Read SEC document |
| July 16, 2020 Filed Jul 16, 2020 19:22 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.2 | $45.27 | $507.05 |
DisclosureSEC source: 0000108985-20-000076 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669.524 Read SEC document |
| July 15, 2020 Filed Jul 16, 2020 19:22 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 2.652 | $44.56 | $118.17 |
DisclosureSEC source: 0000108985-20-000076 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658.324 Read SEC document |
| April 16, 2020 Filed Apr 16, 2020 19:17 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.095 | $41.92 | $507.06 |
DisclosureSEC source: 0000108985-20-000049 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655.672 Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 19:17 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 2.593 | $44.55 | $115.51 |
DisclosureSEC source: 0000108985-20-000049 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643.577 Read SEC document |
| January 16, 2020 Filed Jan 16, 2020 20:19 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.545 | $43.92 | $507.09 |
DisclosureSEC source: 0000108985-20-000013 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640.984 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 20:19 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 2.567 | $44.00 | $112.95 |
DisclosureSEC source: 0000108985-20-000013 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629.439 Read SEC document |
| October 16, 2019 Filed Oct 16, 2019 18:14 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 11.973 | $42.35 | $507.07 |
DisclosureSEC source: 0000108985-19-000121 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626.872 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 18:14 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 2.597 | $40.86 | $106.10 |
DisclosureSEC source: 0000108985-19-000121 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614.899 Read SEC document |
| July 16, 2019 Filed Jul 16, 2019 18:58 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 15.175 | $33.42 | $507.09 |
DisclosureSEC source: 0000108985-19-000089 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612.302 Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 18:58 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 3.087 | $33.35 | $102.96 |
DisclosureSEC source: 0000108985-19-000089 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597.127 Read SEC document |
| May 06, 2019 Filed May 8, 2019 19:39 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000108985-19-000069 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594.04 F1 · price: Grant of restricted stock to vest equitably over three years. Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 18:07 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 15.688 | $32.32 | $507.10 |
DisclosureSEC source: 0000108985-19-000046 · primary_doc.xml · nonDerivative · entry 2 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453.04 Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 18:07 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 2.224 | $33.91 | $75.42 |
DisclosureSEC source: 0000108985-19-000046 · primary_doc.xml · nonDerivative · entry 1 Colon Natalee · CIK 0001766609 · VP- Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437.352 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.