Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H2O AMERICA | 18,021 | reported | 02 Mar 2026 | tx 59+40,500−5,951 |
| Rockville Financial Inc. | 3,500 | reported | 15 Nov 2010 | tx 6+28,500−413 |
| Rockville Financial New, Inc. | 0 | reported | 01 Nov 2019 | tx 25+72,732.29−74,435.57 |
| CONNECTICUT WATER SERVICE INC / CT | 0 | reported | 09 Oct 2019 | tx 29+16,501−17,623 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | H2O AMERICA | 1,312 | 0.00 USD | |
| 27 Feb 2026 | TAX_WITHHOLDING | H2O AMERICA | 470 | 53.79 USD | |
| 27 Feb 2026 | GRANT_AWARD | H2O AMERICA | 1,263 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | H2O AMERICA | 145 | — | deriv |
| 03 Jan 2026 | TAX_WITHHOLDING | H2O AMERICA | 160 | 49.86 USD | |
| 02 Jan 2026 | TAX_WITHHOLDING | H2O AMERICA | 514 | 49.25 USD | |
| 01 Dec 2025 | GRANT_AWARD | H2O AMERICA | 159 | 0.00 USD | deriv |
| 02 Sept 2025 | GRANT_AWARD | H2O AMERICA | 151 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | H2O AMERICA | 2,037 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | H2O AMERICA | 0 | 0.00 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | H2O AMERICA | 141 | 0.00 USD | deriv |
| 28 Feb 2025 | GRANT_AWARD | H2O AMERICA | 1,587 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | H2O AMERICA | 506 | 52.67 USD | |
| 03 Mar 2025 | GRANT_AWARD | H2O AMERICA | 134 | 0.00 USD | deriv |
| 03 Jan 2025 | TAX_WITHHOLDING | H2O AMERICA | 329 | 48.27 USD | |
| 02 Jan 2025 | GRANT_AWARD | H2O AMERICA | 2,382 | 0.00 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | H2O AMERICA | 223 | 48.70 USD | |
| 02 Dec 2024 | GRANT_AWARD | H2O AMERICA | 124 | 0.00 USD | deriv |
| 03 Sept 2024 | GRANT_AWARD | H2O AMERICA | 0 | 0.00 USD | deriv |
| 03 Jun 2024 | GRANT_AWARD | H2O AMERICA | 125 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | H2O AMERICA | 119 | 0.00 USD | deriv |
| 29 Feb 2024 | GRANT_AWARD | H2O AMERICA | 2,078 | 0.00 USD | |
| 29 Feb 2024 | TAX_WITHHOLDING | H2O AMERICA | 661 | 55.06 USD | |
| 04 Jan 2024 | TAX_WITHHOLDING | H2O AMERICA | 186 | 64.37 USD | |
| 03 Jan 2024 | TAX_WITHHOLDING | H2O AMERICA | 340 | 64.78 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 Dec 2012.