Every Form 4 that California Water Service (CWT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CWT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CWT filings page.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that Thomas A. Scanlon, VP, Corporate Controller & PAO, had a total of 60 shares of common stock withheld in two transactions on September 4 and 5, 2026, to satisfy tax withholding obligations arising from the vesting of Restricted Stock (RSA) awards. One footnote also states that his holdings include shares acquired through the Employee Stock Purchase Program (ESPP). No Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that Todd Kenneth Peters, Vice President, Engineering, surrendered a total of 81 shares of common stock on September 4 and September 5, 2026, at about $50.03 per share. The shares were withheld by the issuer solely to satisfy tax withholding obligations from vesting restricted stock awards granted in June 2024 and March 2025, and no open-market trades were reported. No Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reports that officer Elissa Y. Ouyang disposed of a total of 134 shares of common stock on September 4–5, 2026, through shares withheld and surrendered to the issuer to pay tax liabilities arising from the vesting of prior Restricted Stock Awards. No Rule 10b5-1 trading plan is reported for these transactions.
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.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that Michael S. Mares Jr., Senior Vice President of Operations, had shares of common stock withheld to cover tax obligations arising from restricted stock vesting. On September 4, 2026, 69 shares were withheld at $50.03 per share for an RSA granted March 4, 2025, and on September 5, 2026, a further 67 shares were withheld at $50.03 per share for an RSA granted June 5, 2024. These transactions are reported as dispositions to the issuer for payment of tax liability, not open-market sales, and no Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that James Patrick Lynch, its SVP, CFO and Treasurer, had shares of common stock withheld on September 4 and September 5, 2026 to cover tax obligations from prior equity awards. A total of 98 shares were withheld and surrendered to the issuer at about $50.03 per share in connection with the vesting of Restricted Stock (RSA) Awards granted on June 5, 2024 and March 4, 2025. These are reported as payments of tax liability by delivering or withholding securities, and no Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reports that officer Michael B. Luu, Senior Vice President Corporate Services and Chief Risk Officer, had a total of 138 shares of common stock withheld on September 4–5, 2026 to satisfy tax withholding obligations from vesting restricted stock awards. These dispositions were payments of tax liabilities by delivering or withholding shares and were not recorded as open‑market sales. No Rule 10b5‑1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that Chairman, President & CEO Martin A. Kropelnicki had company shares withheld to cover tax obligations from restricted stock vesting. On September 4 and 5, 2026, a total of 998 shares of common stock were withheld and surrendered to the issuer for this purpose at a reference value of $50.03 per share, rather than sold in open-market transactions.
CALIFORNIA WATER SERVICE GROUP (CWT) reports that officer Kenneth G. Jenkins, Vice President of Water Resources Planning & Sustainability, disposed of common shares back to the issuer to cover tax withholding obligations arising from the vesting of previously granted Restricted Stock (RSA) awards. On September 4, 2026, 64 shares were withheld at a reference value of $50.03 per share, tied to an RSA granted on March 4, 2025, and on September 5, 2026, 38 shares were withheld at $50.03 per share, tied to an RSA granted on June 5, 2024. These are not open-market purchases or sales, and no Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) officer Sophie Marwieh, VP Water Qual, reported two dispositions of common stock on September 4 and 5, 2026 totaling 101 shares. These code F transactions reflect shares withheld and surrendered to the issuer to satisfy tax withholding obligations from vesting Restricted Stock Awards granted in March 2025 and June 2024, rather than open-market sales. No Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reports that officer Kristan A. Hamner, Vice President and Chief Human Resource Officer, had 42 shares of common stock withheld on September 4, 2026 to satisfy tax withholding obligations arising from the vesting of a Restricted Stock (RSA) Award granted on March 4, 2025. The shares were surrendered to the issuer and the reporting person now holds 2,979.22 shares of common stock directly, which include shares acquired through the Employee Stock Purchase Program (ESPP).
CALIFORNIA WATER SERVICE GROUP (CWT) reported that executive Dean Shannon C, Senior Vice President, Customer Service & Chief Sustainability Officer, had a total of 147 shares of common stock withheld on September 4 and 5, 2026, to satisfy tax withholding obligations arising from vesting Restricted Stock Awards granted in June 2024 and March 2025. These dispositions were reported as shares delivered or withheld for tax payments, and no Rule 10b5-1 trading plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) reported that Shawn C. Bunting, its SVP, Chief Legal Officer & BD, had common shares withheld in two transactions on September 4 and 5, 2026 to cover tax withholding obligations from vesting Restricted Stock Awards. The transactions involved a total of 140 shares delivered back to the issuer at a reference price of $50.03 per share and were reported as payments of tax liability by delivering or withholding securities; no Rule 10b5-1 plan is reported.
CALIFORNIA WATER SERVICE GROUP (CWT) director Lester A. Snow reported selling common stock in a Form 4 filing. On 2026-09-01, he sold 500 shares of CWT common stock in a single trade at $50.21 per share, and now holds 17,816.922 shares directly after the transaction.
California Water Service Group director Thomas M. Krummel reported a sale of 3,700 shares of common stock on 2026-08-13 in an open market or private transaction at $50.365 per share. After this sale, he directly holds 20,103.922 shares of California Water Service Group common stock.
Shimansky Gregory Dale reported acquisition or exercise transactions in this Form 4 filing.
California Water Service Group officer Gregory Dale Shimansky, VP, Rates & Regulatory Affairs, received a grant of 446 shares of restricted common stock on 8/4/2026 under the company's equity incentive plan, at no cash price. The restricted stock award vests one-third on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months. After this grant, Shimansky directly holds 1,311.037 shares of common stock.
California Water Service Group executive Thomas A. Scanlon reported routine tax-related share dispositions tied to restricted stock vesting. On June 4 and 5, 2026, a total of 60 shares of Common Stock were withheld and surrendered to the company to cover tax obligations. After these transactions, he holds about 5,723 Common shares directly.
California Water Service Group executive Todd Kenneth Peters reported two small tax-related share dispositions. On June 4, 2026 and June 5, 2026, a total of 80 shares of common stock were withheld and surrendered to the issuer to cover tax obligations from vesting Restricted Stock Awards. After these withholdings, Peters directly holds 8,340 common shares.
CALIFORNIA WATER SERVICE GROUP vice president Elissa Y. Ouyang reported two tax-related share dispositions tied to restricted stock vesting. On June 4, 2026, 67 shares of common stock were withheld at $45.24 per share, and on June 5, 2026, 66 shares were withheld at $45.82 per share. These F-code transactions reflect shares surrendered to the issuer to cover tax withholding obligations from Restricted Stock Awards granted in June 2024 and March 2025, not open-market sales. After these transactions, Ouyang directly holds about 14,939.041 common shares, which include shares acquired through the Employee Stock Purchase Program.
California Water Service Group vice president Michelle R. Mortensen reported routine tax-related share dispositions tied to vesting restricted stock awards. On June 4 and June 5, 147 shares of common stock in total were withheld and surrendered to the company to cover tax withholding obligations from Restricted Stock (RSA) Awards granted in June 2024 and March 2025. These are not open-market sales but automatic tax-withholding transactions. Following the June 5 disposition, Mortensen holds 12,953.8 shares of common stock directly.
California Water Service Group vice president Greg A. Milleman reported routine tax-related share dispositions tied to restricted stock vesting. On June 4 and June 5, 2026, a total of 133 shares of common stock were withheld and surrendered to the company to satisfy tax withholding obligations from Restricted Stock (RSA) Awards granted in 2024 and 2025.
These F-code transactions are not open-market sales but mechanical tax-withholding dispositions. After these withholdings, Milleman directly holds 13,708.22 shares of common stock, including shares acquired through the Employee Stock Purchase Program.
California Water Service Group SVP Michael S. Mares Jr. reported two Form 4 transactions involving common stock used to cover tax obligations from vesting restricted stock awards. On June 5, 2026, 68 shares were withheld at $45.82 per share, leaving 8,387.6 shares held directly. On June 4, 2026, 69 shares were withheld at $45.24 per share. The footnotes specify these are shares surrendered to the issuer to satisfy tax withholding obligations from Restricted Stock (RSA) awards granted on March 4, 2025 and June 5, 2024, rather than open-market sales.
CALIFORNIA WATER SERVICE GROUP SVP, CFO and Treasurer James Patrick Lynch reported two small tax-related share dispositions. A total of 98 shares of Common Stock were withheld and surrendered to the issuer at prices of $45.82 and $45.24 per share to satisfy tax withholding obligations on vested restricted stock awards. After these transactions, he directly holds about 6,583 Common Stock shares, and no open‑market buys or sells were reported.
CALIFORNIA WATER SERVICE GROUP senior vice president Michael B. Luu reported routine share withholdings to cover taxes on vested stock awards. On June 4 and 5, 2026, a total of 139 shares of common stock were withheld and surrendered to the company at prices around the mid-$40s per share to satisfy tax withholding obligations tied to Restricted Stock Awards granted in 2024 and 2025. After these non-market tax-withholding dispositions, Luu directly holds about 23,806.765 shares of common stock, which includes shares acquired through the Employee Stock Purchase Program.
CALIFORNIA WATER SERVICE GROUP Chairman, President & CEO Martin A. Kropelnicki reported routine share dispositions related to tax withholding, not open-market trades. On June 4 and 5, 2026, a total of 997 common shares were withheld and surrendered to the issuer to cover tax obligations arising from vesting Restricted Stock Awards granted on March 4, 2025 and June 5, 2024. After these transactions, he directly holds about 148,285 common shares, which include shares acquired through the Employee Stock Purchase Program.
California Water Service Group vice president Kenneth G. Jenkins reported routine share dispositions related to tax withholding on vested restricted stock awards. On June 4 and 5, he surrendered 63 and 38 shares of common stock, respectively, to cover tax obligations at prices of $45.24 and $45.82 per share.
These transactions were coded as tax-withholding dispositions, not open-market sales, and followed the vesting of Restricted Stock Awards granted in June 2024 and March 2025. After these withholdings, Jenkins directly holds 5,228 shares of California Water Service Group common stock.
California Water Service Group vice president James Sophie Marwieh reported routine tax-related share dispositions. On June 4 and June 5, 2026, a total of 101 shares of common stock were withheld and surrendered to the company to cover tax obligations arising from the vesting of Restricted Stock Awards granted in 2024 and 2025. These are not open-market sales. After these transactions, Marwieh directly holds 8,321.196 shares of common stock, including shares acquired through the Employee Stock Purchase Program.
California Water Service Group’s VP and Chief Human Resource Officer, Kristan A. Hamner, reported a routine tax-related share disposition. On the vesting of a Restricted Stock (RSA) award granted on March 4, 2025, 41 shares of common stock were withheld and surrendered to the company to satisfy tax withholding obligations at a price of $45.24 per share. After this withholding, Hamner directly holds 3,003.819 shares of California Water Service Group common stock, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group senior vice president Dean Shannon C reported routine tax-related share dispositions tied to vesting restricted stock awards. On June 4 and 5, a total of 147 Common Stock shares were withheld and surrendered to the company at prices of $45.24 and $45.82 per share to satisfy tax withholding obligations from prior Restricted Stock (RSA) awards granted in June 2024 and March 2025. These transactions were coded as tax-withholding dispositions rather than open-market sales, and Shannon’s direct holdings after the transactions were 23,741.586 shares, including shares acquired through the Employee Stock Purchase Program.
California Water Service Group senior vice president Shawn C. Bunting reported two routine tax-withholding dispositions of common stock tied to vesting of restricted stock awards. A total of 139 shares were withheld and surrendered to the issuer to satisfy tax obligations, leaving him with 4,714 directly held shares.
California Water Service Group director Lester A. Snow sold 1,100 shares of Common Stock in an open-market trade at $44.00 per share. After this sale, he directly holds 18,316 shares. The transaction was reported as a single trade, with details available upon request as noted in the footnote.
California Water Service Group director Thomas M. Krummel reported an open-market sale of 3,700 shares of Common Stock. The shares were sold at a weighted average price of $43.3012 per share. After this transaction, he directly holds 23,805 shares of California Water Service Group common stock.
California Water Service Group senior vice president Michael B. Luu sold 739.848 shares of common stock in an open-market transaction. The shares were sold at an average price of $44.53 per share, in multiple trades priced between $44.53 and $44.21. After the sale, he directly holds 23,654.887 shares of California Water Service Group common stock, so this represents a relatively small portion of his overall reported holdings.
California Water Service Group Vice President of Operations Michael S. Mares Jr. reported an open-market sale of 3,892 shares of common stock at $44.00 per share. After this transaction, he directly holds 8,524.6 shares. The sale was executed in multiple trades, each at the same price, with details available upon request.
California Water Service Group executive Thomas A. Scanlon, VP, Corporate Controller & CAO, reported equity compensation activity in company Common Stock. On March 7, 2026, he acquired 548 shares at $0.0000 per share as a grant/award, raising his direct holdings to 6,035.135 shares.
The same Form 4 shows several code F transactions, where 226 shares, 26 shares, and 34 shares at prices of $45.5900 and $45.7800 were withheld and surrendered to the issuer to cover tax obligations on vested Restricted Stock Awards and a Performance Stock Unit award that paid out at 46% of its original goal. After these tax-withholding dispositions, Scanlon directly owns 5,783.135 shares.
California Water Service Group Vice President, Engineering Todd Kenneth Peters reported stock-based compensation activity in common stock. On March 7, 2026, he acquired 548 shares at $0.00 per share as a grant/award tied to a Performance Stock Unit (PSU) award granted on March 7, 2023, which vested based on Board-approved performance criteria and paid out at 46% of the original goal.
On March 5 and March 7, 2026, Peters disposed of shares in several Code F tax-withholding transactions at prices around $45.59–$45.78 per share, representing stock withheld and surrendered to the company to cover tax obligations on vesting of Restricted Stock Awards and PSU awards. After these transactions, he owned 8,420 common shares directly.
California Water Service Group reported insider equity transactions by Vice President of Facilities, Fleet & Procurement Elissa Y. Ouyang. On March 7, 2026, she acquired 900 shares of common stock as a grant or award, increasing her holdings before related tax transactions.
Also on March 7, dispositions of 488 shares and 57 shares of common stock at $45.59 per share, and on March 5, 2026 a disposition of 74 shares at $45.78 per share, were reported as tax-withholding dispositions, with shares withheld and surrendered to the issuer to cover tax obligations from vesting awards.
Footnotes state these taxes arose from the vesting of a Restricted Stock Award and a Performance Stock Unit award granted on March 7, 2023, which vested in full based on performance criteria, resulting in a 46% payout of the original goal.
California Water Service Group VP Michelle R. Mortensen reported equity compensation and related tax withholding transactions. She received a grant of 900 shares of common stock at a stated price of $0.00 per share on March 7, 2026, increasing her direct holdings to 13,697.8 shares.
On March 7 and March 5, 2026, a total of 677 shares were disposed of at prices of $45.59 and $45.78 per share to cover tax withholding obligations tied to the vesting of a Restricted Stock Award and a Performance Stock Unit award. After these withholding dispositions, she directly held 12,797.8 shares.
California Water Service Group VP Greg A. Milleman reported equity compensation activity involving company common stock. On March 7, 2026, he received a grant or award of 900 shares of common stock at $0.00 per share. On the same date, 486 shares and 57 shares were disposed of at $45.59 per share to satisfy tax withholding obligations tied to a restricted stock award and a performance stock unit award. On March 5, 2026, an additional 73 shares were disposed of at $45.78 per share for tax withholding. A performance stock unit award granted on March 7, 2023 vested in full based on board-approved performance criteria, resulting in a 46% payout of the original goal. After these transactions, Milleman directly held 13,387.166 shares of common stock.
California Water Service Group senior vice president Michael S. Mares Jr. reported routine equity compensation activity in company common stock. On March 7, 2026, he acquired 900 shares at $0.00 per share as a grant or award, increasing his direct holdings to 12,969.6 shares.
The filing also shows several share dispositions labeled as tax-withholding events. On March 7, 495 shares and 58 shares were surrendered at $45.59 per share to cover taxes tied to a restricted stock award and a performance stock unit (PSU) vesting. A further 75 shares were withheld on March 5 at $45.78 per share for similar tax obligations.
Footnotes explain that the PSU granted on March 7, 2023 vested in full based on board-approved performance criteria, resulting in a 46% payout of the original goal, which drove part of these tax-related share withholdings.
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.
California Water Service Group senior vice president Michael B. Luu reported several stock-based compensation transactions in company common stock. On March 7, 2026, he acquired shares through the vesting of a Restricted Stock Award and two Performance Stock Unit awards that vested after the Board-approved performance criteria were satisfied, resulting in a 46% payout of the original goals for the PSUs. On March 7 and March 5, 2026, additional shares were withheld and surrendered back to the company to cover associated tax withholding obligations, rather than being sold on the open market.
California Water Service Group Chairman, President & CEO Martin A. Kropelnicki reported equity compensation activity involving the company’s common stock. On March 7, 2026, he acquired 6,507 shares at $0 per share as a grant/award tied to a Performance Stock Unit (PSU) award granted on March 7, 2023, which vested based on Board-approved performance criteria at a 46% payout of the original goal.
On March 5 and March 7, 2026, shares were disposed of in three transactions coded F (3,817, 385 and 493 shares) at prices of $45.59 and $45.78 per share, representing shares withheld and surrendered to the issuer to satisfy tax withholding obligations on vesting RSAs and PSUs, rather than open-market sales. Following these transactions, Kropelnicki directly owned about 148,828.307 shares of common stock.
California Water Service Group executive Kenneth G. Jenkins, VP Water Resources Planning & Sustainability, reported several equity transactions in company common stock. On March 7, 2026, he acquired 548 shares at $0.00 per share through a grant/award.
On the same date, 281 shares and 33 shares were disposed of at $45.59 per share, and on March 5, 2026 another 42 shares were disposed of at $45.78 per share. Footnotes state these dispositions represent shares withheld and surrendered to the issuer to satisfy tax withholding obligations tied to the vesting of a Restricted Stock Award and a Performance Stock Unit award.
Following these transactions, Jenkins directly owned 5,329 shares of California Water Service Group common stock.
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.
California Water Service Group executive reports equity award and tax withholding transactions. Senior vice president Dean Shannon C received a grant of 900 shares of common stock on March 7, 2026 at a stated price of $0.00 per share as a grant or award acquisition. On the same date, 531 and 62 shares of common stock at $45.59 per share were withheld and surrendered to satisfy tax obligations from vested restricted and performance stock awards. An additional 80 shares at $45.78 per share were previously withheld for taxes on March 5, 2026. After these transactions, the executive directly owned 23,816.266 common shares.
California Water Service Group senior vice president and general counsel Shawn C. Bunting reported equity award activity in company common stock. On March 7, 2026, he acquired 750 shares at $0.00 per share as a grant or award tied to prior performance-based and restricted stock awards.
On March 5 and March 7, a total of 547 shares were disposed of at prices around $45.59–$45.78 per share to satisfy tax withholding obligations upon vesting of restricted stock and performance stock units, rather than open-market sales. Following these transactions, he directly owned 4,574 common shares.
California Water Service Group officer Thomas A. Scanlon reported routine equity compensation changes in company stock. On March 3, 2026, he acquired 1,650 shares of restricted common stock at $0.00 per share under the company’s equity incentive plan, labeled as a grant or award.
According to the terms, one-third of this restricted stock vests on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 2026, 137 shares were withheld and surrendered to the issuer at $46.99 per share to satisfy tax withholding obligations from a prior restricted stock award vesting. After these transactions, he directly held about 5,521.135 shares, including shares accumulated through dividend reinvestment and the employee stock purchase plan.
California Water Service Group reported that Vice President of Engineering Todd Kenneth Peters received a grant of 1,650 shares of restricted common stock on March 3, 2026 under the company’s equity incentive plan. One-third vests on March 3, 2027, with the remaining two-thirds vesting quarterly over the next 24 months.
On March 4, 2026, 179 shares of common stock were withheld and surrendered to the company to cover tax obligations from a prior restricted stock vesting, at a price of $46.99 per share. Peters directly held 8,246 shares after the tax-withholding disposition, which includes shares acquired through dividend reinvestment.
California Water Service Group vice president Elissa Y. Ouyang reported routine equity compensation and related tax withholding transactions. On March 3, 2026, she acquired 1,650 shares of common stock as a restricted stock grant under the company’s equity incentive plan at a stated price of $0.
The grant vests with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 2026, 299 shares were withheld and surrendered to the issuer at $46.99 per share to satisfy tax obligations from a restricted stock award that vested from a March 4, 2025 grant. After these transactions, she directly holds 14,785 common shares, including shares acquired through dividend reinvestment and the employee stock purchase plan.