Welcome to our dedicated page for California Wtr Svc 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.
The California Water Service (CWT) SEC filings page on Stock Titan provides direct access to California Water Service Group’s regulatory disclosures as a New York Stock Exchange–listed water and wastewater utility. As a holding company for regulated utilities in California, Hawaii, New Mexico, Washington, and Texas, California Water Service Group uses SEC filings to report its financial condition, capital structure, regulatory developments, and material events that affect its multi-state operations.
Investors use annual reports on Form 10-K and quarterly reports on Form 10-Q to review detailed financial statements, segment information, capital expenditure levels, and discussions of regulatory frameworks such as general rate cases and cost of capital mechanisms. These filings also describe how the company’s regulated and unregulated subsidiaries generate revenue from water and wastewater services, and how state commission decisions influence earnings and cash flows.
Current reports on Form 8-K document specific material events. Recent 8-Ks for CWT have covered topics such as quarterly earnings announcements, dividend declarations, extensions of cost of capital filing deadlines granted by the California Public Utilities Commission, and the issuance of senior unsecured notes and first mortgage bonds. These reports help clarify how the company finances infrastructure investments and responds to regulatory timelines.
Other filings, including registration statements and any proxy materials, provide information on capital raising, governance, and shareholder matters. For those monitoring insider activity, Forms 3, 4, and 5 (when filed) show transactions by directors and officers in CWT common shares.
On Stock Titan, these SEC filings are updated as they are released to EDGAR. AI-powered tools summarize key points from lengthy documents, highlight changes from prior periods, and surface items related to rate cases, debt issuance, and capital spending, helping readers interpret the regulatory and financial context behind California Water Service’s utility operations.
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.