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 | 3,916 | reported | 02 Jun 2025 | tx 27+5,658−3,627 |
| CONNECTICUT WATER SERVICE INC / CT | 0 | reported | 09 Oct 2019 | tx 18+6,777−10,114 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jun 2025 | GRANT_AWARD | H2O AMERICA | 31 | 0.00 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | H2O AMERICA | 53 | 52.67 USD | |
| 28 Feb 2025 | GRANT_AWARD | H2O AMERICA | 165 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | H2O AMERICA | 30 | — | deriv |
| 03 Jan 2025 | TAX_WITHHOLDING | H2O AMERICA | 273 | 48.27 USD | |
| 02 Jan 2025 | GRANT_AWARD | H2O AMERICA | 2,259 | 0.00 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | H2O AMERICA | 198 | 48.70 USD | |
| 02 Dec 2024 | GRANT_AWARD | H2O AMERICA | 27 | 0.00 USD | deriv |
| 03 Sept 2024 | GRANT_AWARD | H2O AMERICA | 26 | 0.00 USD | deriv |
| 03 Jun 2024 | GRANT_AWARD | H2O AMERICA | 28 | 0.00 USD | deriv |
| 07 May 2024 | SALE | H2O AMERICA | 1,400 | 55.62 USD | |
| 01 Mar 2024 | GRANT_AWARD | H2O AMERICA | 27 | 0.00 USD | deriv |
| 29 Feb 2024 | TAX_WITHHOLDING | H2O AMERICA | 77 | 55.06 USD | |
| 29 Feb 2024 | GRANT_AWARD | H2O AMERICA | 243 | 0.00 USD | |
| 04 Jan 2024 | TAX_WITHHOLDING | H2O AMERICA | 150 | 64.37 USD | |
| 02 Jan 2024 | GRANT_AWARD | H2O AMERICA | 1,603 | 0.00 USD | |
| 03 Jan 2024 | TAX_WITHHOLDING | H2O AMERICA | 272 | 64.78 USD | |
| 01 Dec 2023 | GRANT_AWARD | H2O AMERICA | 21 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | H2O AMERICA | 22 | 0.00 USD | |
| 01 Jun 2023 | GRANT_AWARD | H2O AMERICA | 19 | 0.00 USD | |
| 27 Mar 2023 | SALE | H2O AMERICA | 725 | 76.09 USD | |
| 01 Mar 2023 | GRANT_AWARD | H2O AMERICA | 19 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | H2O AMERICA | 35 | 76.44 USD | |
| 23 Feb 2023 | GRANT_AWARD | H2O AMERICA | 116 | 0.00 USD | |
| 04 Jan 2023 | TAX_WITHHOLDING | H2O AMERICA | 149 | 83.35 USD |