Essential Utilities, Inc. filings document the reporting obligations of a regulated utility holding company with water, wastewater and natural gas distribution operations. The company’s Form 8-K disclosures cover operating and financial results, material events, capital-structure matters and material agreements, including debt financing activity tied to senior notes and related indenture terms.
Proxy and annual meeting filings describe shareholder voting matters, director elections, advisory votes and governance practices. Other regulatory disclosures address segment-level utility results, stock-based compensation, dividend reinvestment and direct stock purchase plan activity, risk and covenant information, and the public-company controls associated with Essential Utilities’ Aqua and Peoples operating brands.
Essential Utilities, Inc. Executive Vice President Daniel Schuller reported two Form 4 transactions involving common stock. He acquired 6,682 shares at no cost through the earning and vesting of performance-based share units granted on 2/22/2023, following Compensation Committee certification on 02/04/2026. In a separate transaction, 4,681 shares were disposed back to the issuer at $38.78 per share to satisfy tax obligations related to the vesting of restricted and performance-based share units, leaving him with 83,504 directly owned shares.
Essential Utilities, Inc. reported that executive Michael Huwar, President – Peoples, received an equity award and had shares withheld for taxes. On February 22, 2026, he acquired 2,598.5 shares of common stock at $0 per share from the earning and vesting of performance-based share units granted on February 22, 2023, which vested at 63.58%. On the same date, 2,068 shares were disposed of to the issuer at $38.78 per share to satisfy tax obligations tied to the vesting of restricted stock units and performance-based share units. After these transactions, he directly owned 21,293.5 shares of Essential Utilities common stock.
Essential Utilities, Inc. reported that Chief Accounting Officer Bradley John Palmer received a grant of 246 shares of common stock on February 22, 2026, upon the earning and vesting of performance-based share units awarded on February 22, 2023, representing 63.58% vesting as determined by the Compensation Committee on February 4, 2026. On the same date, 158 shares were transferred to the issuer at $38.7800 per share to satisfy tax obligations related to the vesting of restricted stock units and performance-based share units, and he now directly holds 2,270 shares of common stock.
Essential Utilities, Inc. executive Colleen Arnold, President - Aqua, reported equity award activity in company common stock. She acquired 2,747 shares on February 22, 2026 as a grant/award with a price of $0.00 per share, increasing her holdings to 22,157 shares.
According to the footnotes, these shares were earned upon the vesting of performance-based share units granted on February 22, 2023, with vesting determined at 63.58% by the Compensation Committee on February 4, 2026. On the same date, 2,053 shares were disposed of at $38.78 per share in a tax-withholding transaction to the issuer, leaving her with 20,104 directly owned shares.
Essential Utilities, Inc. Chief Executive Officer Chris Franklin reported equity compensation activity involving company common stock. He acquired 25,332 shares at no cost upon the earning and vesting of performance-based share units originally granted on 2/22/2023, with the vesting level determined at 63.58% by the Compensation Committee.
On the same date, 17,964 shares were transferred back to the issuer at $38.78 per share to satisfy related tax obligations upon the vesting of restricted stock units and performance-based share units. After these transactions, Franklin directly holds 345,456 shares of Essential Utilities common stock.
Essential Utilities, Inc. executive vice president and general counsel Christopher Paul Luning reported equity compensation activity in company common stock. He acquired 4,804 shares at no cost through the earning and vesting of performance-based share units originally granted on 2/22/2023, after the Compensation Committee determined vesting on 02/04/2026 at 63.58% of the award.
To satisfy tax obligations triggered by the vesting of restricted stock units and performance-based share units, 3,465 shares were disposed of back to the issuer at $38.78 per share in a tax-withholding transaction. Following these transactions, Luning directly owns 84,607.5 shares of Essential Utilities common stock.
Essential Utilities, Inc. executive Christopher Paul Luning, EVP and General Counsel, reported an equity award of Common Stock. He received 4,531 restricted stock units, each representing a contingent right to one share of Common Stock at a reference price of $39.73 per share. The filing notes these restricted stock units vest in three equal installments on each anniversary of the grant. Following this award and additional shares acquired under the company’s Employee Stock Purchase Plan, his directly held Common Stock position is reported at 83,268.5 shares.
Essential Utilities, Inc. Chief Executive Officer Chris Franklin reported an equity compensation grant on Common Stock. He acquired 10,068 restricted stock units, each representing the right to receive one share at a reference price of $39.73 per share. These restricted stock units vest in three equal annual installments on each anniversary of the grant date. Following this award, Franklin directly holds 338,088 shares of Common Stock.
Essential Utilities, Inc. reported that its shareholders approved merger-related proposals for the company’s planned merger with American Water Works Company, Inc. at a special meeting held on February 10, 2026.
Essential Utilities had 215,733,938 shares, or 76.2% of its common stock as of the December 29, 2025 record date, represented in person or by proxy, satisfying quorum requirements. One key proposal received 203,644,509 votes for, 11,155,917 against and 933,512 abstentions, while another received 181,618,535 votes for, 33,058,364 against and 1,057,039 abstentions.
A joint press release notes that nearly 95% of Essential Utilities’ shares voted supported the merger, and about 99% of American Water’s shares present backed the share issuance. The merger is expected to close by the end of the first quarter of 2027, subject to clearance under the Hart-Scott-Rodino Act and approvals from applicable public utility commissions and other customary closing conditions.
Essential Utilities, Inc. reported that, on February 10, 2026, shareholders of both Essential Utilities and American Water Works Company, Inc. approved proposals related to their proposed merger. These approvals satisfy a key shareholder condition under the Agreement and Plan of Merger dated October 26, 2025.
Essential Utilities plans to file another current report within four business days to provide the final voting results from its special shareholder meeting.