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  4. [Form 4/A] Essential Utilities, Inc. Amended Insider Trading Activity

Equity awards and tax withholding reshape Essential Utilities (WTRG) EVP stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Essential Utilities, Inc. Executive Vice President Daniel Schuller reported updated equity compensation activity. On February 22, 2026, he acquired 6,682 shares of common stock at $0.00 per share through the earning and vesting of performance-based share units originally granted on February 22, 2023, which vested at 63.58%. On the same date, 4,683 shares at $38.78 per share were automatically withheld and returned to the issuer to cover tax obligations tied to the vesting of restricted stock units and performance-based share units. After these transactions, Schuller held 83,502 common shares directly.

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Insider SCHULLER DANIEL
Role Executive Vice President
Type Security Shares Price Value
Grant/Award Common Stock 6,682 $0.00 --
Tax Withholding Common Stock 4,683 $38.78 $182K
Holdings After Transaction: Common Stock — 88,185 shares (Direct)
Footnotes (1)
  1. Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%. Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SCHULLER DANIEL
(Last) (First) (Middle)
762 W. LANCASTER AVENUE
(Street)
BRYN MAWR PA 19010
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Essential Utilities, Inc. [ WTRG ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Executive Vice President
3. Date of Earliest Transaction (Month/Day/Year)
02/22/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
02/24/2026 		6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/22/2026 A 6,682(1) A $0 88,185 D
Common Stock 02/22/2026 F 4,683(2) D $38.78 83,502 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents acquisition of shares upon the earning and vesting of performance-based share units awarded on 2/22/2023. Vesting determination was made by the Compensation Committee on 02/04/2026. Represents vesting at 63.58%.
2. Disposition to issuer for tax obligations upon the vesting of restricted stock units and performance-based share units. This amended Form 4 provides the final calculations of the number of shares withheld.
/s/ Brian Dingerdissen, attorney-in-fact for Mr. Schuller 03/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did WTRG executive Daniel Schuller report on this Form 4/A?

Daniel Schuller reported equity compensation activity, including the vesting of performance-based and restricted stock units. Shares were both acquired at no cost upon vesting and withheld to satisfy related tax obligations, resulting in an updated directly held common share balance.

How many Essential Utilities (WTRG) shares did Daniel Schuller acquire through vesting?

Daniel Schuller acquired 6,682 shares of Essential Utilities common stock at $0.00 per share. These shares came from performance-based share units granted February 22, 2023, which vested at 63.58% after the Compensation Committee’s determination on February 4, 2026.

Why were some Essential Utilities (WTRG) shares disposed of in Daniel Schuller’s filing?

The filing shows 4,683 shares were disposed of back to Essential Utilities. These shares were withheld by the issuer to cover tax obligations arising from the vesting of Schuller’s restricted stock units and performance-based share units, rather than being sold on the open market.

What does the amended Form 4/A for Essential Utilities (WTRG) clarify?

The amended Form 4/A provides the final calculations of the number of shares withheld for taxes. It updates a prior report by specifying the exact share count disposed of to the issuer in connection with the vesting of Schuller’s equity awards.

What is Daniel Schuller’s Essential Utilities (WTRG) share ownership after these transactions?

Following the reported vesting and tax-withholding disposition, Daniel Schuller directly owns 83,502 shares of Essential Utilities common stock. This figure reflects both the newly vested shares he acquired and the shares surrendered back to the issuer for tax obligations.

How was the vesting percentage determined for Daniel Schuller’s WTRG performance-based share units?

The vesting percentage of 63.58% for Schuller’s performance-based share units was set by the Compensation Committee. On February 4, 2026, the committee determined performance results for the units granted on February 22, 2023, which then drove the number of shares earned.