CWT VP awarded shares, reports tax dispositions

CALIFORNIA WATER SERVICE GROUP executive James Sophie Marwieh, VP Water Quality & Environmental Affairs, reported equity compensation changes in company common stock.

Rhea-AI Filing Summary

CALIFORNIA WATER SERVICE GROUP executive James Sophie Marwieh, VP Water Quality & Environmental Affairs, reported equity compensation changes in company common stock. On March 7, 2026, Marwieh acquired a grant or award of 548 shares at $0.00 per share. On the same date, Marwieh disposed of 232 shares and 27 shares at $45.59 per share, and on March 5, 2026 disposed of 57 shares at $45.78 per share, all as tax-withholding dispositions. Footnotes explain these shares were withheld and surrendered to the issuer to cover taxes related to the vesting of Restricted Stock Awards and a Performance Stock Unit award granted on March 7, 2023, which vested based on performance criteria and paid out at 46% of the original goal.

Insider Trade Summary

4 transactions reported

Mixed 4 txns

Insider James Sophie Marwieh

Role VP Water Qual & Envir Affairs

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	548	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	232	$45.59	$11K
Exercise Price or Tax Liability	Common Stock	27	$45.59	$1K
Exercise Price or Tax Liability	Common Stock	57	$45.78	$3K

Holdings After Transaction: Common Stock — 8,326.706 shares (Direct)

Footnotes (3)

1. F1. Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA)
2. F2. The reporting person was granted a Performance Stock Unit (PSU) award on 3/7/2023. The PSU vested in full based on the satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 46% payout of the original goal
3. F3. Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of a Performance Stock Unit (PSU) Award.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did CWT executive James Sophie Marwieh report in this Form 4 filing?

James Sophie Marwieh reported equity compensation activity in California Water Service Group common stock, including a 548-share grant at $0.00 per share and several small share dispositions used to satisfy tax withholding tied to vesting of prior stock-based awards.

How many California Water Service Group (CWT) shares were granted to the VP?

The VP, Water Quality & Environmental Affairs, received a grant or award of 548 shares of California Water Service Group common stock at $0.00 per share, reflecting stock-based compensation rather than an open-market purchase for cash consideration on the reported grant date.

Why did James Sophie Marwieh dispose of CWT shares in this Form 4?

The reported share disposals were tax-withholding dispositions. Shares were withheld and surrendered to California Water Service Group to cover tax obligations arising from the vesting of Restricted Stock Awards and a Performance Stock Unit award previously granted to the executive.

What were the prices for the CWT tax-withholding share dispositions?

The tax-withholding dispositions occurred at per-share prices of $45.59 and $45.78. Specifically, disposals of 232 and 27 shares were reported at $45.59 per share, and a 57-share disposition was reported at $45.78 per share, all in connection with tax obligations.

What does the Performance Stock Unit (PSU) footnote in the CWT Form 4 explain?

The footnote explains that a Performance Stock Unit award granted on March 7, 2023, vested in full after Board-approved performance criteria were satisfied, resulting in a 46% payout of the original goal. Related shares were used partly to satisfy tax withholding obligations.

Does this CWT Form 4 indicate open-market buying or selling by the executive?

The Form 4 shows a stock award and tax-withholding dispositions, not open-market trades. One transaction is a 548-share grant at $0.00 per share, while other transactions reflect shares surrendered to the issuer to pay taxes on vested equity awards.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/09/2026 - 06:07 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

James Sophie Marwieh

(Last) (First) (Middle)

1720 NORTH FIRST STREET

(Street)

SAN JOSE CA 95112

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
CALIFORNIA WATER SERVICE GROUP [ CWT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	VP Water Qual & Envir Affairs

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/05/2026		F		57(1)	D	$45.78	8,037.706	D
Common Stock	03/07/2026		A		548(2)	A	$0.0	8,585.706	D
Common Stock	03/07/2026		F		232(3)	D	$45.59	8,353.706	D
Common Stock	03/07/2026		F		27(1)	D	$45.59	8,326.706	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock Award (RSA)

2. The reporting person was granted a Performance Stock Unit (PSU) award on 3/7/2023. The PSU vested in full based on the satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 46% payout of the original goal

3. Represents the number of shares withheld by and surrendered to the Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of a Performance Stock Unit (PSU) Award.

	By: /s/ Michelle R. Mortensen For: Sophie M James	03/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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