CWT CFO reports tax-withholding share disposition

California Water Service Group SVP, CFO and Treasurer James Patrick Lynch reported a small tax-related share disposition.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Exercise Price or Tax Liability: 56 shares

Exercise Price or Tax Liability 1 txn

Insider Lynch James Patrick

Role SVP CFO and Treasurer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	56	$45.78	$3K

Holdings After Transaction: Common Stock — 6,205.699 shares (Direct)

Footnotes (1)

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)

FAQ

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

What insider transaction did CWT executive James Patrick Lynch report?

James Patrick Lynch reported a tax-withholding disposition of 56 California Water Service Group shares. The shares were withheld and surrendered to cover taxes from a restricted stock award vesting, rather than sold on the open market, reflecting an administrative equity-compensation event.

Was the CWT insider transaction an open-market sale of shares?

No, the CWT transaction was not an open-market sale. The 56 shares were withheld and surrendered to the issuer to satisfy tax withholding obligations triggered by a restricted stock award vesting, a common administrative step in equity compensation plans.

How many CWT shares did James Patrick Lynch dispose of for tax withholding?

James Patrick Lynch disposed of 56 California Water Service Group common shares for tax withholding purposes. The shares were valued at $45.78 each and were surrendered back to the company to cover the tax liability from a restricted stock award vesting.

How many CWT shares does James Patrick Lynch own after this Form 4 transaction?

After the reported tax-withholding disposition, James Patrick Lynch directly owns 6,205.699 California Water Service Group common shares. This remaining balance reflects his continuing equity stake following the surrender of 56 shares to cover restricted stock award tax obligations.

What does transaction code F mean in the CWT Form 4 filing?

Transaction code F in the CWT Form 4 indicates a tax-withholding disposition. It means shares were delivered to the issuer to pay exercise price or tax liabilities, here tied to the vesting of a restricted stock award rather than a voluntary open-market sale.

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

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Accepted by SEC EDGAR 03/09/2026 - 06:15 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^*

Lynch James Patrick

(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)
	SVP CFO and Treasurer

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		56(1)	D	$45.78	6,205.699	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)

	By: /s/ Michelle R. Mortensen For: James P Lynch	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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