H2O America filings document the reporting obligations of an operating water and wastewater utility holding company. The company’s Form 8-K disclosures cover operating and financial results, material agreements, capital-structure actions, forward sale agreements tied to common stock offerings, and amendments to credit arrangements involving H2O America and its utility subsidiaries.
Proxy materials describe board composition, director elections, executive compensation, shareholder voting matters, and governance practices. The filing record also documents leadership and board-transition disclosures, financing terms, exhibit filings, and risk or capital-allocation disclosures connected to the company’s water utility and utility-related services business.
H2O America reported second quarter 2026 operating revenue of $210.5 million, up from $198.3 million a year earlier. GAAP net income was $26.6 million and diluted EPS was $0.62, while adjusted net income was $30.7 million and adjusted diluted EPS was $0.72. Year-to-date revenue reached $393.8 million with GAAP net income of $45.6 million and adjusted net income of $50.1 million; EPS declined as a higher share count from equity issuance more than offset profit growth.
The company invested $206.9 million in infrastructure in the first half of 2026 and plans $483 million of 2026 capital spending and $2.7 billion over 2026–2030. Management reaffirmed standalone 2026 adjusted diluted EPS guidance of $3.08–$3.18 and a long-term 6–8% adjusted EPS CAGR. The pending $540 million Quadvest acquisition advanced after Texas regulators’ staff recommended proceeding without a hearing, with closing anticipated around late third or early fourth quarter 2026. The board declared a quarterly dividend of $0.44 per share, equivalent to $1.76 on an annualized basis.
ATLAS Infrastructure Partners (UK) Ltd. and GIP ATLAS Holdings Ltd, each a ten percent owner of H2O AMERICA, reported an open-market purchase of 2,784 shares of common stock on July 7, 2026 at $62.03 per share. Following this transaction, their reported direct holdings total 4,615,265 shares of H2O AMERICA common stock.
H2O America reported an insider open-market purchase of its Common Stock by entities identified as ten percent owners. The filing shows a buy of 2,784 shares at a price of $62.03 per share. After this transaction, the reporting holder’s direct position stands at 4,615,265 shares.
H2O America Chief Executive Officer Andrew F. Walters reported routine equity compensation activity. On July 1, 2026, restricted stock units (RSUs) vested, and 374 shares of Common Stock were withheld and returned to the issuer to satisfy applicable tax withholding at $60.74 per share, rather than sold in the open market. After this tax-related disposition to the company, Walters directly holds 26,461 shares of Common Stock, which the filing explains include 15,235 issued shares and 11,226 shares underlying unvested RSUs that will vest over time in line with their terms. Separately, the filing shows an indirect holding of 100 shares held by his spouse.
H2O America CFO and Treasurer Kelly Ann P reported a routine tax-withholding share disposition related to restricted stock vesting. On July 1, 2026, 88 shares of Common Stock were withheld at $60.74 per share to cover taxes on vested RSUs. Following the transaction, her Form 4 shows 9,976 shares, which a footnote explains as 2,176 shares of Common Stock and 7,800 shares underlying RSUs that will vest and become issuable under their terms.
H2O America ten percent owner ATLAS Infrastructure Partners (UK) Ltd. reported mixed open-market trades in Common Stock. It bought 2,132 shares at about $60.76 per share and sold 1,686 shares at about $60.74 per share, resulting in a small net increase in its direct holdings to 4,610,349 shares.
H2O America filed a current report stating that Ms. Johnson will separate from the company effective July 3, 2026. The company classified the separation as “without cause” under her employment agreement. H2O America will pay Ms. Johnson the severance provided in that agreement, subject to the terms of a separate severance agreement.
H2O America Chief Executive Officer Andrew F. Walters reported an insider transaction involving company common stock. Walters made a bona fide gift of 3,508 shares of Common Stock, a transfer with no sale proceeds, and now directly holds 26,835 shares. In addition, 100 shares are held indirectly by his spouse. A footnote explains that his direct position consists of 14,416 shares of Common Stock and 12,419 shares underlying restricted stock units (RSUs) that will vest and become issuable in accordance with their terms.
Johnson A Kristen reported acquisition or exercise transactions in this Form 4 filing.
H2O America Chief Administrative Officer Kristen A. Johnson reported updated equity holdings. She now holds 14,565 shares of Common Stock, consisting of 9,040 shares and 5,525 shares underlying restricted stock units that will vest under their terms. She also received an additional 139 shares subject to deferred stock units granted through dividend equivalent rights on existing awards. The filing shows no open-market purchases or sales.