Welcome to our dedicated page for CALIFORNIA WATER SERVICE GROUP SEC filings (Ticker: CWT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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California Water Service Group Senior Vice President of Operations Michael S. Mares reported routine share transactions related to tax withholding on vested equity awards. On December 5, 2025, 67 shares of common stock were withheld and surrendered to the company at $44.88 per share to cover taxes on a Restricted Stock Award granted on June 5, 2024. On December 7, 2025, an additional 53 shares were similarly withheld at $44.88 per share for a Restricted Stock Award granted on March 7, 2023. After these transactions, Mares beneficially owned 10,709.6 shares of California Water Service Group common stock in direct ownership.
California Water Service Group executive James P. Lynch, who serves as SVP, CFO and Treasurer, reported a routine share withholding transaction. On 12/05/2025, 48 shares of common stock were withheld and surrendered to the company at a price of $44.88 per share to cover tax obligations arising from the vesting of a Restricted Stock (RSA) award granted on June 5, 2024. Following this tax withholding transaction, Lynch beneficially owned 4,068.9 shares of California Water Service Group common stock, held directly.
California Water Service Group officer reports small equity transactions. The company’s SVP Corp Services & Chief Risk Officer filed a Form 4 disclosing two dispositions of common stock of CALIFORNIA WATER SERVICE GROUP (CWT). On December 5, 2025, 69 shares were withheld and surrendered to the issuer at $44.88 per share to cover tax obligations from the vesting of a restricted stock award granted on June 5, 2024, leaving 22,664.665 shares beneficially owned directly. On December 7, 2025, 54 shares were similarly withheld and surrendered at $44.88 per share related to a restricted stock award granted on March 7, 2023, resulting in 22,610.665 shares beneficially owned directly, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group’s Chairman, President & CEO adjusted his equity holdings through routine share movements. On December 5, 2025, shares of common stock were withheld and surrendered to the company to cover tax obligations from a restricted stock award granted on June 5, 2024, totaling 492 shares at $44.88 per share. That same day, he made a 3,000-share gift of common stock to a donor-advised fund, which was not a market transaction and therefore shows no price.
On December 7, 2025, additional tax withholding related to a restricted stock award granted on March 7, 2023 led to the surrender of 385 shares at $44.88 per share. After these transactions, the reporting person beneficially owned 136,253.75 shares of California Water Service Group common stock in direct form.
California Water Service Group executive Kenneth G. Jenkins, VP Water Resources Planning & Sustainability, reported routine share-withholding transactions related to restricted stock awards. On December 5, 2025, 38 shares of common stock were withheld at $44.88 per share to cover tax obligations from the vesting of a Restricted Stock (RSA) award granted on June 5, 2024, leaving him with 3,785 shares beneficially owned. On December 7, 2025, an additional 29 shares were withheld at $44.88 from the vesting of an RSA granted on March 7, 2023, after which he beneficially owned 3,756 shares. These transactions reflect tax withholding on equity compensation rather than open‑market buying or selling.
California Water Service Group officer Sophie M. James reported routine share-withholding transactions related to vested restricted stock awards. On December 5, 2025, 50 shares of common stock were withheld and surrendered to the company at $44.88 per share to cover tax obligations from a restricted stock award granted on June 5, 2024. On December 7, 2025, a further 24 shares were withheld at $44.88 per share for taxes tied to an award granted on March 7, 2023.
After these transactions, James beneficially owned 6,604.014 shares of California Water Service Group common stock, held directly. This total includes shares acquired through the company’s Employee Stock Purchase Program.
California Water Service Group executive reports routine share withholding for taxes. Senior Vice President, Customer Service & Chief Sustainability Officer Shannon C. Dean filed a Form 4 showing two small transactions in company common stock. On December 5, 2025, 73 shares were withheld and surrendered to the company at $44.88 per share to cover tax obligations from the vesting of a Restricted Stock Award granted on June 5, 2024. On December 7, 2025, an additional 57 shares were withheld at $44.88 per share tied to a Restricted Stock Award granted on March 7, 2023. After these transactions, Dean directly beneficially owns 22,166.246 shares of common stock, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group officer Shawn C. Bunting, Sr. VP, GC and Business Development, reported routine share-withholding transactions related to vested restricted stock awards. On December 5, 2025, 69 shares of common stock were withheld at $44.88 per share, and on December 7, 2025, 45 shares were withheld at the same price. In both cases, the shares were surrendered to the company to cover tax withholding obligations arising from previously granted Restricted Stock (RSA) awards. After these transactions, Bunting directly beneficially owned 3,304 shares of California Water Service Group common stock.
California Water Service Group, through its California regulated utility subsidiary Cal Water, reports that the California Public Utilities Commission has granted Cal Water and three other Class A water companies an additional one-year extension for their joint cost of capital filing deadline to May 1, 2027. The existing Water Cost of Capital Mechanisms will remain in effect during this extended period, meaning the current regulatory framework for determining returns on investment stays in place for longer. The company also issued a press release to announce this extension.
California Water Service Group reported steady Q3 results. Operating revenue rose to $311.2M from $299.6M, and net income attributable to the company was $61.2M with diluted EPS of $1.03, matching last year. Higher revenue largely reflected rate increases, partially offset by higher water production and depreciation costs and higher net interest expense.
For the first nine months, operating revenue was $780.2M versus $814.6M, and net income was $116.7M (EPS $1.96) versus $171.1M (EPS $2.93) a year ago, a decline driven by the prior-year recognition of IRMA balances following the 2021 California GRC approval. Operating cash flow improved to $254.7M, supporting utility plant growth (net utility plant $4.44B). The company set a $350.0M at‑the‑market equity program on May 14, 2025 but did not use it in Q3. It received $34.8M net PFAS settlement installments and recorded related regulatory liabilities. After quarter-end on Oct 1, 2025, it issued $70M 2032 notes, $100M 2035 notes, and Cal Water issued $200M 2055 bonds to refinance debt and for general purposes.