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.
California Water Service Group (CWT) delivers drinking water across drought-prone California, Hawaii’s volcanic islands, and four other states—each with its own regulators, PFAS standards, and rate cases. That geographic spread means its 10-K doesn’t just cover revenues; it details capital budgets for pipe replacements, groundwater litigation, and new treatment technology. Investors often ask, “Where can I quickly find the cost of PFAS compliance?” or “Which district enters a rate case next?”—answers buried in hundreds of pages.
Stock Titan’s AI parses every new California Water Service Group quarterly earnings report 10-Q filing the moment it hits EDGAR. Our engine flags California Water Service Group Form 4 insider transactions real-time, links each trade to the executive’s role, and surfaces trends in plain language. Explore:
- California Water Service Group annual report 10-K simplified—segment revenue, regulatory assets, drought surcharges
- California Water Service Group insider trading Form 4 transactions with cost-basis filters
- California Water Service Group proxy statement executive compensation side-by-side with allowed ROE
- California Water Service Group 8-K material events explained—plant acquisitions, emergency rate relief
Whether you’re tracking California Water Service Group executive stock transactions Form 4 before a general rate case or need California Water Service Group earnings report filing analysis to model cash flows, our AI-powered summaries have you covered. This is California Water Service Group SEC filings explained simply: real-time alerts, downloadable data, and visual trend lines. By understanding California Water Service Group SEC documents with AI, professionals save hours, monitor dividend coverage, and spot environmental liabilities without wading through technical jargon.
Michelle R. Mortensen, Vice President, Corporate Secretary and Chief of Staff of California Water Service Group (CWT), reported two non-derivative transactions in common stock related to tax-withholding on vested restricted stock awards. On 09/05/2025, 73 shares were withheld and surrendered at an indicated price of $47.09 to satisfy tax withholding from a Restricted Stock Award granted 06/05/2024. On 09/07/2025, 57 shares were withheld and surrendered at $47.09 to satisfy tax withholding from a Restricted Stock Award granted 03/07/2023. The Form 4 is signed 09/09/2025 and shows adjusted beneficial ownership levels following these withholdings.
Greg A. Milleman, Vice President, Rates & Regulatory Affairs at California Water Service Group (CWT), reported two share dispositions related to tax withholding on vested restricted stock awards. On 09/05/2025 he surrendered 66 shares at $47.09 and on 09/07/2025 he surrendered 51 shares at $47.09. Explanations state the 66 shares satisfied tax withholding for an RSA granted 06/05/2024 and the 51 shares for an RSA granted 03/07/2023. Following the transactions his beneficial ownership is reported as 11,721.15 shares after the first transaction and 11,670.15 shares after the second, with the latter total including shares acquired through the Employee Stock Purchase Program. The form is signed on behalf of Mr. Milleman on 09/09/2025.
Michael S. Mares Jr., SVP Operations at California Water Service Group (CWT), reported two routine dispositions to cover tax withholding on vested restricted stock awards. On 09/05/2025 he surrendered 67 shares at a price of $47.09 related to an RSA grant dated 06/05/2024. On 09/07/2025 he surrendered 53 shares at $47.09 relating to an RSA grant dated 03/07/2023. The filings show his beneficial ownership following those transactions as 10,882.6 and 10,829.6 shares respectively. The Form 4 was signed on behalf of Mr. Mares on 09/09/2025.
James P. Lynch, SVP, CFO and Treasurer of California Water Service Group (CWT), reported a Form 4 disclosing a transaction on 09/05/2025. The filing shows a disposition coded F of 48 shares of common stock at an average price of $47.09, described as shares withheld and surrendered to satisfy tax withholding on vested restricted stock awards granted on June 5, 2024. After the transaction, the filing reports beneficial ownership of 4,116.9 shares, which includes shares acquired through the company’s Employee Stock Purchase Program. The Form 4 was signed on behalf of Lynch on 09/09/2025.
Michael B. Luu, Senior Vice President, Corporate Services & Chief Risk Officer of California Water Service Group (CWT), reported two stock dispositions tied to tax withholding for vested restricted stock awards. On 09/05/2025 he relinquished shares at an effective price of $47.09 per share to satisfy taxes related to an RSA granted June 5, 2024, leaving 22,695.056 shares beneficially owned after that transaction. On 09/07/2025 a second withholding occurred for an RSA granted March 7, 2023, again at $47.09, leaving 22,641.056 shares reported; this later total includes shares acquired through the Employee Stock Purchase Program.
The filings indicate these were routine withholdings to cover tax obligations arising from vesting, not open-market sales. No derivative transactions or other transfers were reported.
Insider reported share withholding to cover taxes from vested restricted stock awards. Martin A. Kropelnicki, Chairman, President & CEO of California Water Service Group (CWT), reported two dispositions in early September 2025 that represent shares withheld and surrendered to the issuer to satisfy tax withholding from vested Restricted Stock Awards.
On 09/05/2025, 492 shares were withheld at a price of $47.09, leaving 140,515.75 shares beneficially owned. On 09/07/2025, 385 shares were withheld at $47.09, leaving 140,130.75 shares beneficially owned; the filing notes this latter total includes shares purchased through the Employee Stock Purchase Program.
Kenneth G. Jenkins, Vice President, Water Resource Planning & Sustainability at California Water Service Group (CWT), reported two small disposals of common stock executed at $47.09 per share. The first disposal on 09/05/2025 surrendered 38 shares and left a beneficial ownership of 3,852 shares; the second on 09/07/2025 surrendered 29 shares and left 3,823 shares. Both transactions are reported as share withholdings to satisfy tax obligations tied to the vesting of Restricted Stock Awards granted on June 5, 2024 and March 7, 2023.
The filings indicate routine insider tax-withholding activity rather than open-market sales or transfers, and there is no indication of additional derivative transactions or changes in ownership form reported.
Insider sales to satisfy tax withholding for vested restricted stock awards. Sophie M. James, Vice President of Water Quality & Environmental Affairs at California Water Service Group (CWT), reported two small disposals of common stock at $47.09 per share. On 09/05/2025 she surrendered 50 shares and on 09/07/2025 she surrendered 24 shares to cover tax withholding arising from RSAs that vested on June 5, 2024 and March 7, 2023, respectively. After these transactions she beneficially owned 6,595.065 shares, which includes shares acquired through the company Employee Stock Purchase Program. The Form 4 was signed on 09/09/2025.
California Water Service Group insider report: Senior Vice President Shannon C. Dean disclosed two share-withholding transactions to satisfy tax obligations tied to vested restricted stock awards. On 09/05/2025 shares related to a June 5, 2024 RSA were withheld and surrendered; on 09/07/2025 shares related to a March 7, 2023 RSA were withheld and surrendered. The report shows a price of $47.09 and beneficial ownership levels of 22,330.219 and 22,273.219 shares after the respective transactions. The filing notes inclusion of shares from the Employee Stock Purchase Program.
Shawn C. Bunting, Senior Vice President, General Counsel and Business Development at California Water Service Group (CWT) reported two non‑derivative dispositions tied to restricted stock vesting. On 09/05/2025, 69 shares were withheld/surrendered to the issuer at $47.09 per share to satisfy tax withholding from a Restricted Stock Award granted June 5, 2024, leaving 3,463 shares beneficially owned. On 09/07/2025, an additional 45 shares were withheld/surrendered at $47.09 per share for tax withholding from a Restricted Stock Award granted March 7, 2023, leaving 3,418 shares beneficially owned.
Both transactions were reported on a Form 4 filed 09/09/2025 and are described as share withholding to cover tax obligations arising from RSA vesting. No open‑market cash sales or derivative transactions are reported in this filing.