Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AVISTA CORP | 109,334 | reported | 08 May 2026 | tx 204+1,482,935−1,152,464.75 |
| CALIFORNIA WATER SERVICE GROUP | 15,209.23 | reported | 03 Mar 2026 | tx 11+17,544 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | AVISTA CORP | 3,538 | 40.98 USD | |
| 09 Mar 2026 | GIFT | AVISTA CORP | 8,613 | 39.66 USD | |
| 03 Mar 2026 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,816 | 0.00 USD | |
| 03 Dec 2025 | GIFT | AVISTA CORP | 1,262 | 39.44 USD | |
| 02 Sept 2025 | GRANT_AWARD | AVISTA CORP | 91 | 36.54 USD | |
| 05 May 2025 | GRANT_AWARD | AVISTA CORP | 3,232 | 41.76 USD | |
| 04 Mar 2025 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,645 | 0.00 USD | |
| 04 Mar 2025 | GIFT | AVISTA CORP | 7,584 | 39.92 USD | |
| 26 Nov 2024 | GIFT | AVISTA CORP | 511 | 39.13 USD | |
| 03 Sept 2024 | GRANT_AWARD | AVISTA CORP | 43 | 38.64 USD | |
| 05 Jun 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,488 | 49.62 USD | |
| 09 May 2024 | GIFT | AVISTA CORP | 3,952 | 37.95 USD | |
| 03 May 2024 | GRANT_AWARD | AVISTA CORP | 3,533 | 36.79 USD | |
| 05 Mar 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,477 | 45.37 USD | |
| 06 Mar 2024 | GIFT | AVISTA CORP | 7,400 | 33.47 USD | |
| 01 Sept 2023 | GRANT_AWARD | AVISTA CORP | 50 | 33.29 USD | |
| 24 Aug 2023 | PURCHASE | AVISTA CORP | 1,561 | 32.39 USD | first after silence |
| 24 Aug 2023 | PURCHASE | AVISTA CORP | 1,539 | 32.40 USD | |
| 15 May 2023 | GRANT_AWARD | AVISTA CORP | 2,839 | 44.02 USD | |
| 09 May 2023 | GIFT | AVISTA CORP | 2,258 | 44.39 USD | |
| 07 Mar 2023 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,870 | 58.83 USD | |
| 27 Feb 2023 | GIFT | AVISTA CORP | 6,033 | 41.43 USD | |
| 19 Dec 2022 | GIFT | AVISTA CORP | 6,309 | 42.32 USD | |
| 16 Dec 2022 | GIFT | AVISTA CORP | 6,309 | 42.32 USD | |
| 01 Sept 2022 | GRANT_AWARD | AVISTA CORP | 123 | 40.63 USD |
1 purchase reported after at least 12 months of silence — most recent on 24 Aug 2023.