California Water Service Group filings document a NYSE-listed water utility holding company and the formal records behind its regulated utility operations. Recent Form 8-K reports cover CPUC actions on California Water Service rate cases, quarterly dividend declarations, Regulation FD disclosures, and exhibits containing related press releases.
Proxy materials cover annual meeting voting matters and governance disclosures, while the filing record identifies CWT common shares and capital-structure information. These documents also provide formal context for infrastructure investment, water quality, customer service, and other operating priorities referenced in company disclosures.
California Water Service Group ownership update: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned (0%) following an internal realignment. The filing states certain Vanguard subsidiaries now report holdings separately in reliance on SEC Release No. 34-39538, effective as disclosed on January 12, 2026.
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.
The issuer's affiliate filed a Form 144 reporting a proposed sale of Common Stock. The notice lists 2,838 Restricted Stock dated 03/05/2020 and 1,054 Performance Shares dated 03/03/2023. The filing date shown is 03/20/2026.
California Water Service Group announced that the California Public Utilities Commission issued a proposed decision on the 2024 General Rate Case for its largest subsidiary.
The proposal authorizes additional revenues of $92.3 million in 2026 (an 11.1% rate increase), $50.8 million in 2027 (a 5.5% increase), and $52.4 million in 2028 (a 5.4% increase). It would reauthorize a Monterey-style revenue adjustment mechanism, add sales reconciliation and balancing mechanisms, and adopt a rate design expected to better recover fixed costs, though it does not approve the company’s full decoupling request. Written comments are due April 2, 2026, and a final CPUC decision is expected around April 30, 2026.
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.