Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUP | 23,805 | reported | 21 May 2026 | tx 36+41,206−16,787 |
| PROCEPT BioRobotics Corp | 2,526 | reported | 04 Jun 2024 | tx 22+58,955−85,963 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | SALE | CALIFORNIA WATER SERVICE GROUP | 3,700 | 43.30 USD | |
| 03 Mar 2026 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,816 | 0.00 USD | |
| 04 Mar 2025 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,645 | 0.00 USD | |
| 04 Sept 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 55.09 USD | |
| 21 Aug 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 54.33 USD | |
| 07 Aug 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 52.91 USD | |
| 17 Jul 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 52.99 USD | |
| 11 Jul 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 1,654 | 50.07 USD | |
| 04 Jun 2024 | GRANT_AWARD | PROCEPT BioRobotics Corp | 1,376 | 0.00 USD | |
| 04 Jun 2024 | GRANT_AWARD | PROCEPT BioRobotics Corp | 2,526 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,488 | 49.62 USD | |
| 15 May 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 53.26 USD | |
| 01 May 2024 | SALE | PROCEPT BioRobotics Corp | 20,000 | 60.00 USD | |
| 01 May 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 2,220 | 50.00 USD | |
| 05 Mar 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,477 | 45.37 USD | |
| 04 Mar 2024 | SALE | PROCEPT BioRobotics Corp | 8,238 | 48.99 USD | |
| 04 Mar 2024 | SALE | PROCEPT BioRobotics Corp | 11,762 | 48.21 USD | |
| 03 Jan 2024 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 51.90 USD | |
| 20 Dec 2023 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 53.45 USD | |
| 06 Dec 2023 | OTHER | CALIFORNIA WATER SERVICE GROUP | 555 | 53.06 USD | |
| 15 Nov 2023 | SALE | CALIFORNIA WATER SERVICE GROUP | 555 | 51.77 USD | |
| 02 Nov 2023 | SALE | CALIFORNIA WATER SERVICE GROUP | 2,220 | 50.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | PROCEPT BioRobotics Corp | 2,711 | 0.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | PROCEPT BioRobotics Corp | 4,865 | 0.00 USD | deriv |
| 07 Mar 2023 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,870 | 58.83 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Sept 2021.