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 | 25,249 | reported | 03 Nov 2022 | tx 129+50,317−25,386 |
| CALIFORNIA WATER SERVICE GROUP | 6,205.7 | reported | 05 Mar 2026 | tx 12+7,085−646 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 56 | 45.78 USD | |
| 03 Mar 2026 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,650 | 0.00 USD | |
| 04 Mar 2026 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 226 | 46.99 USD | |
| 10 Dec 2025 | PURCHASE | CALIFORNIA WATER SERVICE GROUP | 550 | 42.80 USD | first after silence |
| 05 Dec 2025 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 48 | 44.88 USD | |
| 05 Sept 2025 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 48 | 47.09 USD | |
| 05 Jun 2025 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 47 | 45.85 USD | |
| 05 Mar 2025 | TAX_WITHHOLDING | CALIFORNIA WATER SERVICE GROUP | 221 | 56.65 USD | |
| 04 Mar 2025 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,653 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,616 | 49.62 USD | |
| 05 Mar 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,616 | 45.37 USD | |
| 03 Nov 2022 | SALE | H2O AMERICA | 709 | 67.27 USD | anomaly |
| 20 Oct 2022 | SALE | H2O AMERICA | 803 | 63.47 USD | anomaly |
| 06 Oct 2022 | SALE | H2O AMERICA | 620 | 61.00 USD | anomaly |
| 22 Sept 2022 | SALE | H2O AMERICA | 533 | 62.35 USD | anomaly |
| 29 Jul 2022 | OTHER | H2O AMERICA | 153 | 55.81 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | H2O AMERICA | 542 | 65.22 USD | |
| 23 Feb 2022 | GRANT_AWARD | H2O AMERICA | 1,570 | 0.00 USD | |
| 31 Jan 2022 | OTHER | H2O AMERICA | 213 | 58.53 USD | |
| 04 Jan 2022 | TAX_WITHHOLDING | H2O AMERICA | 288 | 70.90 USD | |
| 03 Jan 2022 | TAX_WITHHOLDING | H2O AMERICA | 497 | 72.76 USD | |
| 03 Jan 2022 | GRANT_AWARD | H2O AMERICA | 1,927 | 0.00 USD | |
| 30 Jul 2021 | OTHER | H2O AMERICA | 171 | 58.59 USD | |
| 24 Feb 2021 | TAX_WITHHOLDING | H2O AMERICA | 372 | 65.03 USD | |
| 24 Feb 2021 | GRANT_AWARD | H2O AMERICA | 1,081 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Dec 2025.