Welcome to our dedicated page for California Wtr Svc Group SEC filings (Ticker: CWT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The California Water Service (CWT) SEC filings page on Stock Titan provides direct access to California Water Service Group’s regulatory disclosures as a New York Stock Exchange–listed water and wastewater utility. As a holding company for regulated utilities in California, Hawaii, New Mexico, Washington, and Texas, California Water Service Group uses SEC filings to report its financial condition, capital structure, regulatory developments, and material events that affect its multi-state operations.
Investors use annual reports on Form 10-K and quarterly reports on Form 10-Q to review detailed financial statements, segment information, capital expenditure levels, and discussions of regulatory frameworks such as general rate cases and cost of capital mechanisms. These filings also describe how the company’s regulated and unregulated subsidiaries generate revenue from water and wastewater services, and how state commission decisions influence earnings and cash flows.
Current reports on Form 8-K document specific material events. Recent 8-Ks for CWT have covered topics such as quarterly earnings announcements, dividend declarations, extensions of cost of capital filing deadlines granted by the California Public Utilities Commission, and the issuance of senior unsecured notes and first mortgage bonds. These reports help clarify how the company finances infrastructure investments and responds to regulatory timelines.
Other filings, including registration statements and any proxy materials, provide information on capital raising, governance, and shareholder matters. For those monitoring insider activity, Forms 3, 4, and 5 (when filed) show transactions by directors and officers in CWT common shares.
On Stock Titan, these SEC filings are updated as they are released to EDGAR. AI-powered tools summarize key points from lengthy documents, highlight changes from prior periods, and surface items related to rate cases, debt issuance, and capital spending, helping readers interpret the regulatory and financial context behind California Water Service’s utility operations.
The issuer's affiliate filed a Form 144 reporting a proposed sale of Common Stock. The notice lists 2,838 Restricted Stock dated 03/05/2020 and 1,054 Performance Shares dated 03/03/2023. The filing date shown is 03/20/2026.
California Water Service Group announced that the California Public Utilities Commission issued a proposed decision on the 2024 General Rate Case for its largest subsidiary.
The proposal authorizes additional revenues of $92.3 million in 2026 (an 11.1% rate increase), $50.8 million in 2027 (a 5.5% increase), and $52.4 million in 2028 (a 5.4% increase). It would reauthorize a Monterey-style revenue adjustment mechanism, add sales reconciliation and balancing mechanisms, and adopt a rate design expected to better recover fixed costs, though it does not approve the company’s full decoupling request. Written comments are due April 2, 2026, and a final CPUC decision is expected around April 30, 2026.
California Water Service Group executive Thomas A. Scanlon, VP, Corporate Controller & CAO, reported equity compensation activity in company Common Stock. On March 7, 2026, he acquired 548 shares at $0.0000 per share as a grant/award, raising his direct holdings to 6,035.135 shares.
The same Form 4 shows several code F transactions, where 226 shares, 26 shares, and 34 shares at prices of $45.5900 and $45.7800 were withheld and surrendered to the issuer to cover tax obligations on vested Restricted Stock Awards and a Performance Stock Unit award that paid out at 46% of its original goal. After these tax-withholding dispositions, Scanlon directly owns 5,783.135 shares.
California Water Service Group Vice President, Engineering Todd Kenneth Peters reported stock-based compensation activity in common stock. On March 7, 2026, he acquired 548 shares at $0.00 per share as a grant/award tied to a Performance Stock Unit (PSU) award granted on March 7, 2023, which vested based on Board-approved performance criteria and paid out at 46% of the original goal.
On March 5 and March 7, 2026, Peters disposed of shares in several Code F tax-withholding transactions at prices around $45.59–$45.78 per share, representing stock withheld and surrendered to the company to cover tax obligations on vesting of Restricted Stock Awards and PSU awards. After these transactions, he owned 8,420 common shares directly.
California Water Service Group reported insider equity transactions by Vice President of Facilities, Fleet & Procurement Elissa Y. Ouyang. On March 7, 2026, she acquired 900 shares of common stock as a grant or award, increasing her holdings before related tax transactions.
Also on March 7, dispositions of 488 shares and 57 shares of common stock at $45.59 per share, and on March 5, 2026 a disposition of 74 shares at $45.78 per share, were reported as tax-withholding dispositions, with shares withheld and surrendered to the issuer to cover tax obligations from vesting awards.
Footnotes state these taxes arose from the vesting of a Restricted Stock Award and a Performance Stock Unit award granted on March 7, 2023, which vested in full based on performance criteria, resulting in a 46% payout of the original goal.
California Water Service Group VP Michelle R. Mortensen reported equity compensation and related tax withholding transactions. She received a grant of 900 shares of common stock at a stated price of $0.00 per share on March 7, 2026, increasing her direct holdings to 13,697.8 shares.
On March 7 and March 5, 2026, a total of 677 shares were disposed of at prices of $45.59 and $45.78 per share to cover tax withholding obligations tied to the vesting of a Restricted Stock Award and a Performance Stock Unit award. After these withholding dispositions, she directly held 12,797.8 shares.
California Water Service Group VP Greg A. Milleman reported equity compensation activity involving company common stock. On March 7, 2026, he received a grant or award of 900 shares of common stock at $0.00 per share. On the same date, 486 shares and 57 shares were disposed of at $45.59 per share to satisfy tax withholding obligations tied to a restricted stock award and a performance stock unit award. On March 5, 2026, an additional 73 shares were disposed of at $45.78 per share for tax withholding. A performance stock unit award granted on March 7, 2023 vested in full based on board-approved performance criteria, resulting in a 46% payout of the original goal. After these transactions, Milleman directly held 13,387.166 shares of common stock.
California Water Service Group senior vice president Michael S. Mares Jr. reported routine equity compensation activity in company common stock. On March 7, 2026, he acquired 900 shares at $0.00 per share as a grant or award, increasing his direct holdings to 12,969.6 shares.
The filing also shows several share dispositions labeled as tax-withholding events. On March 7, 495 shares and 58 shares were surrendered at $45.59 per share to cover taxes tied to a restricted stock award and a performance stock unit (PSU) vesting. A further 75 shares were withheld on March 5 at $45.78 per share for similar tax obligations.
Footnotes explain that the PSU granted on March 7, 2023 vested in full based on board-approved performance criteria, resulting in a 46% payout of the original goal, which drove part of these tax-related share withholdings.
California Water Service Group SVP, CFO and Treasurer James Patrick Lynch reported a small tax-related share disposition. On the reported date, 56 shares of common stock were withheld and surrendered to the company at $45.78 per share to satisfy tax obligations arising from the vesting of a restricted stock award. After this tax-withholding transaction, Lynch directly owned 6,205.699 shares of California Water Service Group common stock.
California Water Service Group senior vice president Michael B. Luu reported several stock-based compensation transactions in company common stock. On March 7, 2026, he acquired shares through the vesting of a Restricted Stock Award and two Performance Stock Unit awards that vested after the Board-approved performance criteria were satisfied, resulting in a 46% payout of the original goals for the PSUs. On March 7 and March 5, 2026, additional shares were withheld and surrendered back to the company to cover associated tax withholding obligations, rather than being sold on the open market.