Cal Water VP has 148 shares withheld for tax

CWT’s VP Corp Sect, Gov & Assurance reported 148 shares withheld to cover taxes on vesting restricted stock awards.

Rhea-AI Filing Summary

CALIFORNIA WATER SERVICE GROUP (CWT) reports that officer Michelle R. Mortensen, VP Corp Sect, Gov & Assurance, had a total of 148 shares of common stock withheld on September 4–5, 2026. The shares were withheld and surrendered to the issuer to satisfy tax withholding obligations from vesting Restricted Stock Awards.

Insider Trade Summary

Tax Withholding: 148 shares

Tax Withholding 2 txns

Insider Mortensen Michelle R

Role VP Corp Sect, Gov & Assurance

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F2	73	$50.03	$4K
Tax Withholding	Common Stock F1	75	$50.03	$4K

Holdings After Transaction: Common Stock — 12,806.564 shares (Direct)

Footnotes (2)

1. F1. Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025
2. F2. Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on June 5, 2024.

Key Figures

Shares withheld September 4, 2026: 75 shares Shares withheld September 5, 2026: 73 shares Total shares withheld for tax: 148 shares +1 more

4 metrics

Shares withheld September 4, 2026 75 shares Common Stock withheld and surrendered to issuer for tax withholding on vesting RSA granted June 5, 2024

Shares withheld September 5, 2026 73 shares Common Stock withheld and surrendered to issuer for tax withholding on vesting RSA granted March 4, 2025

Total shares withheld for tax 148 shares Aggregate of both tax-withholding dispositions on September 4–5, 2026

Withholding price per share $50.03 per share Price used for both tax-withholding dispositions of Common Stock

Key Terms

Restricted Stock (RSA) Award, tax withholding obligations, withheld and surrendered to the issuer

3 terms

Restricted Stock (RSA) Award financial

"in connection with the vesting of Restricted Stock (RSA) Award granted"

tax withholding obligations financial

"to satisfy the tax withholding obligations that arose in connection"

withheld and surrendered to the issuer financial

"Represents the number of shares withheld and surrendered to the issuer"

FAQ

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

What insider transaction did CWT report for Michelle R. Mortensen on this Form 4?

The Form 4 reports that 148 shares of CALIFORNIA WATER SERVICE GROUP common stock were withheld and surrendered to the issuer on September 4–5, 2026, to satisfy tax withholding obligations tied to vesting Restricted Stock Awards.

How many CWT (CWT) shares were involved in each reported tax-withholding transaction?

On September 4, 2026, 75 shares were withheld at $50.03 per share. On September 5, 2026, 73 shares were withheld at $50.03 per share, for a total of 148 shares delivered to the issuer for tax withholding.

Were the CWT insider transactions open-market sales?

No. Both transactions are coded as F and described as payment of tax liability by delivering or withholding securities. Footnotes state the shares were withheld and surrendered to CALIFORNIA WATER SERVICE GROUP to satisfy tax withholding on vesting Restricted Stock Awards.

What awards caused the CWT shares to be withheld for Michelle R. Mortensen?

The footnotes state the tax obligations arose from vesting of Restricted Stock (RSA) Awards granted on June 5, 2024 and March 4, 2025. The reported share withholdings represent the shares surrendered to cover those tax liabilities.

Was a Rule 10b5-1 trading plan involved in this CWT Form 4?

No. The Form 4’s Rule 10b5-1 checkbox is not checked, and no footnote indicates that the transactions were made pursuant to a Rule 10b5-1 trading plan.

What is Michelle R. Mortensen’s role at CALIFORNIA WATER SERVICE GROUP (CWT)?

Michelle R. Mortensen is reported as an officer of CALIFORNIA WATER SERVICE GROUP, with the title VP Corp Sect, Gov & Assurance.

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

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Available on EDGAR 09/08/2026 - 04:33 PM EDT Accepted by SEC EDGAR 09/08/2026 - 04:32 PM EDT 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^*

Mortensen Michelle R

(Last) (First) (Middle)

1720 NORTH FIRST STREET

(Street)

SAN JOSE CALIFORNIA 95112

(City) (State) (Zip)

UNITED STATES

(Country)

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 Corp Sect, Gov & Assurance

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/04/2026

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

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

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

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	09/04/2026		F		75(1)	D	$50.03	12,879.564	D
Common Stock	09/05/2026		F		73(2)	D	$50.03	12,806.564	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 and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025

2. Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on June 5, 2024.

	Michelle R. Mortensen	09/08/2026
	** 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.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)