Welcome to our dedicated page for CALIFORNIA WATER SERVICE 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.
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A shareholder of CWT, identified as the Thomas & Susan Krummel Family Trust, filed to sell 3,700 shares of common stock through Charles Schwab, with an indicated aggregate market value of $184,926.00, in a transaction dated 08/13/2026 on the NYSE. These shares were originally acquired from the issuer via restricted stock vesting on 11/19/2019 as compensation for services rendered. The trust also reports that it sold 3,700 shares of common stock on 05/21/2026 for total proceeds of $160,214.44.
Shimansky Gregory Dale reported acquisition or exercise transactions in this Form 4 filing.
California Water Service Group officer Gregory Dale Shimansky, VP, Rates & Regulatory Affairs, received a grant of 446 shares of restricted common stock on 8/4/2026 under the company's equity incentive plan, at no cash price. The restricted stock award vests one-third on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months. After this grant, Shimansky directly holds 1,311.037 shares of common stock.
California Water Service Group executive Gregory Dale Shimansky, VP, Rates & Reg Affairs, reported ownership of 865.0370 shares of the company's common stock, held directly, in an initial insider ownership report on SEC Form 3 dated 2026-07-01.
California Water Service Group reported stronger results for the quarter ended June 30, 2026. Operating revenue rose to $308.6 million from $265.0 million, and net income attributable to the company increased to $56.5 million (diluted EPS $0.93) from $42.2 million ($0.71). For the first half of 2026, revenue was $523.2 million and net income $60.5 million. Operating cash flow improved to $113.0 million, while utility capital expenditures reached $276.4 million.
Results were driven by higher authorized rates and regulatory revenues. A 2024 California general rate case decision is expected to increase 2026 revenues by about $90.5 million, with potential additional increases in 2027 and 2028 and authorization for about $1.45 billion of capital investment. The company recognized $15.3 million of Interim Rates Memorandum Account revenue and $9.25 million of previously deferred WRAM revenue. It raised $94.1 million through an at-the-market equity program and received $18.5 million of PFAS-related settlement proceeds.
California Water Service Group reported Q2 2026 net income of $56.5 million, or $0.93 per diluted share, up from $42.2 million and $0.71 in Q2 2025. Operating revenue rose to $308.6 million from $265.0 million, while operating expenses increased to $237.7 million. Year-to-date net income was $60.5 million on revenue of $523.2 million.
Results reflect the final decision in the 2024 California General Rate Case, recognized retroactively to January 1, 2026. The decision authorizes company-wide revenue increases of $90.5 million in 2026, $43.2 million in 2027 and $48.9 million in 2028, plus about $1.45 billion of pre-approved infrastructure investments through 2027 and up to $229 million more via the advice letter process. In Q2 2026 the company invested a record $147 million in infrastructure and $276.4 million in the first half, and now anticipates up to $627 million of capital spending in 2026.
California Water Service Group also advanced its $218 million Nexus Water Group acquisition in Nevada and Oregon, which is expected to add about 36,000 equivalent residential units and $109 million of rate base, subject to approvals. Liquidity is supported by $600 million of credit facilities with about $395 million available, an at-the-market equity program that raised $88 million in Q2, and cash and cash equivalents of $43 million. The board declared a quarterly dividend of $0.3350 per share, its 326th consecutive dividend and part of an expected annualized dividend of $1.34.
California Water Service Group declared a quarterly cash dividend of $0.3350 per common share, marking its 326th consecutive quarterly dividend. The dividend is payable on August 21, 2026 to stockholders of record at the close of business on August 10, 2026.
California Water Service Group is described as the largest regulated water utility in the western United States, providing high-quality water and/or wastewater services to more than 2.2 million people in California, Hawaii, New Mexico, Washington, and Texas through its regulated subsidiaries and related entities.
California Water Service Group is the issuer of common shares reported in this Schedule 13G/A Amendment No. 1. The filing reports that Amundi and its subsidiary Amundi Asset Management, both organized under the laws of France, are beneficial owners of these shares.
The filing states that Amundi and Amundi Asset Management beneficially own 3,489,311 common shares of California Water Service Group, representing 5.83% of the class. They report shared voting power over 1,894,617 shares and shared dispositive power over 3,489,311 shares, with no sole voting or dispositive power. The filing also identifies KBI Global Investors (North America) Ltd and KBI Global Investors Ltd as relevant subsidiaries. The signatures are provided by John M. Malone as Chief Compliance Officer under a Power of Attorney.
California Water Service Group executive Thomas A. Scanlon reported routine tax-related share dispositions tied to restricted stock vesting. On June 4 and 5, 2026, a total of 60 shares of Common Stock were withheld and surrendered to the company to cover tax obligations. After these transactions, he holds about 5,723 Common shares directly.
California Water Service Group executive Todd Kenneth Peters reported two small tax-related share dispositions. On June 4, 2026 and June 5, 2026, a total of 80 shares of common stock were withheld and surrendered to the issuer to cover tax obligations from vesting Restricted Stock Awards. After these withholdings, Peters directly holds 8,340 common shares.
CALIFORNIA WATER SERVICE GROUP vice president Elissa Y. Ouyang reported two tax-related share dispositions tied to restricted stock vesting. On June 4, 2026, 67 shares of common stock were withheld at $45.24 per share, and on June 5, 2026, 66 shares were withheld at $45.82 per share. These F-code transactions reflect shares surrendered to the issuer to cover tax withholding obligations from Restricted Stock Awards granted in June 2024 and March 2025, not open-market sales. After these transactions, Ouyang directly holds about 14,939.041 common shares, which include shares acquired through the Employee Stock Purchase Program.