Equity grant and tax share withholding for CWT (NYSE: CWT) executive

Rhea-AI Filing Summary

California Water Service Group VP Sophie Marwieh reported two stock transactions involving company common shares. On March 3, 2026, she acquired 1,650 restricted shares at $0.00 as a grant under the company’s equity incentive plan. This restricted stock vests with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the following 24 months.

On March 4, 2026, 233 shares were withheld and surrendered to the issuer at $46.99 per share to cover tax obligations from a prior restricted stock award that vested. After these transactions, she directly holds 8,094.706 shares, which include shares acquired through dividend reinvestment and the employee stock purchase plan.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider James Sophie Marwieh

Role VP Water Qual & Envir Affairs

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	233	$46.99	$11K
Grant/Award	Common Stock	1,650	$0.00	--

Holdings After Transaction: Common Stock — 8,094.706 shares (Direct)

Footnotes (1)

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

Form 4 Insider Transactions: What Each Field Means →

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)
03/03/2026

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	8,327.706(2)	D
Common Stock	03/04/2026		F		233(3)	D	$46.99	8,094.706	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. 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: Sophie M James	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.

FAQ

What insider transactions did CWT executive Sophie Marwieh report on this Form 4?

She reported a restricted stock grant of 1,650 shares and a tax-withholding disposition of 233 shares. The grant was received at no cost, while the withheld shares were surrendered to the issuer to satisfy tax obligations from an earlier restricted stock vesting.

How many California Water Service Group (CWT) shares did the executive acquire in the latest equity grant?

She acquired 1,650 restricted shares of California Water Service Group common stock. These shares were granted at $0.00 per share under the company’s equity incentive plan, representing a non-cash stock award rather than an open-market purchase of shares.

What is the vesting schedule for the 1,650 restricted CWT shares granted to the executive?

The 1,650 restricted shares vest with one-third on March 3, 2027, and the remaining two-thirds vest quarterly over the next 24 months. This staggered vesting schedule ties the award to continued service and long-term alignment with shareholders.

Why were 233 CWT shares surrendered by the executive in this Form 4 filing?

The 233 shares were withheld and surrendered to the issuer to cover tax withholding obligations arising from the vesting of a restricted stock award granted on March 4, 2025. This was a tax-withholding disposition, not an open-market sale of shares.

How many California Water Service Group shares does the executive hold after these transactions?

Following the reported transactions, she directly holds 8,094.706 shares of California Water Service Group common stock. This total includes shares accumulated through the company’s Dividend Reinvestment program and its Employee Stock Purchase Plan, as referenced in the filing footnotes.

Were any of the CWT insider transactions open-market buys or sells?

No, neither transaction was an open-market trade. The Form 4 shows a grant of restricted stock at no cost and a tax-withholding disposition where shares were surrendered to the company to satisfy tax obligations tied to restricted stock vesting.