California Water (NYSE: CWT) CFO awarded 1,650 shares, 226 withheld

Rhea-AI Filing Summary

California Water Service Group senior executive James Patrick Lynch reported stock-based compensation and related tax withholding transactions. On March 3, 2026, he was granted 1,650 shares of restricted Common Stock under the company’s equity incentive plan, with one-third vesting on March 3, 2027 and the remaining two-thirds vesting quarterly over the following 24 months.

On March 4, 2026, 226 shares of Common Stock were withheld and surrendered to the company at $46.99 per share to cover tax obligations from a prior restricted stock award that vested that day. After these transactions, he directly owned 6,261.699 shares of Common Stock, including shares acquired through dividend reinvestment and the employee stock purchase plan.

Insider Trade Summary

Net Buyer: 1,424 shares

Net Buy 2 txns

Insider Lynch James Patrick

Role SVP CFO and Treasurer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	226	$46.99	$11K
Grant/Award	Common Stock	1,650	$0.00	$0.00

Holdings After Transaction: Common Stock — 6,261.699 shares (Direct)

Footnotes (3)

1. F1. Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with one-third on March 3, 2027, and with the remaining 2/3 vesting quarterly over the succeeding 24 months.
2. F2. Includes shares acquired through Dividend Reinvestment and Employee Stock Purchase Plan
3. F3. 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

FAQ

What insider transactions did CWT executive James Patrick Lynch report?

James Patrick Lynch reported receiving a grant of 1,650 restricted Common Stock shares and a tax-withholding disposition of 226 shares. The withheld shares were surrendered to cover tax obligations triggered by the vesting of an earlier restricted stock award.

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

The CFO, James Patrick Lynch, was granted 1,650 shares of restricted Common Stock on March 3, 2026. The grant was made under California Water Service Group’s equity incentive plan as a stock-based compensation award to the senior executive.

What is the vesting schedule for James Patrick Lynch’s 1,650 CWT restricted shares?

The 1,650 restricted shares vest with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the succeeding 24 months. This schedule gradually delivers full ownership as continued service conditions are met by the executive.

Why were 226 CWT shares withheld from James Patrick Lynch?

A total of 226 shares were withheld and surrendered to California Water Service Group to satisfy tax withholding obligations. These obligations arose from the vesting of a restricted stock award originally granted on March 4, 2025 to the executive.

How many CWT shares does James Patrick Lynch own after these transactions?

After the reported grant and tax-withholding disposition, James Patrick Lynch directly owned 6,261.699 shares of Common Stock. This figure includes shares accumulated through the company’s Dividend Reinvestment Plan and its Employee Stock Purchase Plan.

What role does James Patrick Lynch hold at California Water Service Group (CWT)?

James Patrick Lynch serves as Senior Vice President, Chief Financial Officer, and Treasurer at California Water Service Group. His Form 4 filing reflects stock-based compensation and related tax withholding tied to his position as a senior financial executive.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/05/2026 - 08:13 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)
03/03/2026

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	03/03/2026		A		1,650(1)	A	$0.0	6,487.699(2)	D
Common Stock	03/04/2026		F		226(3)	D	$46.99	6,261.699	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. Restricted stock granted on 3/3/2026 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3 vests with one-third on March 3, 2027, and with the remaining 2/3 vesting quarterly over the succeeding 24 months.

2. Includes shares acquired through Dividend Reinvestment and Employee Stock Purchase Plan

3. 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

	By: /s/ Michelle R. Mortensen For: James P Lynch	03/05/2026
	** 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.