Welcome to our dedicated page for Essential Utilities SEC filings (Ticker: WTRG), 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.
The SEC filings page for Essential Utilities, Inc. (NYSE: WTRG) provides direct access to the company’s official regulatory disclosures as a Pennsylvania-based water, wastewater and natural gas utility. These documents include current reports on Form 8-K, annual and quarterly reports, registration statements and other filings that describe Essential’s financial condition, capital structure, material agreements and strategic transactions.
Essential’s Form 8-K filings illustrate the range of events the company reports to the U.S. Securities and Exchange Commission. Recent 8-Ks cover quarterly earnings press releases, senior note issuances under its existing indenture, and the announcement of a material definitive agreement to merge with American Water Works Company, Inc. Another 8-K describes the company’s agreement, through its Aqua and Peoples subsidiaries, to invest in a large data center project in Greene County, Pennsylvania, including plans to design, build and operate a water treatment plant and provide natural gas consulting and energy management services.
Investors can also use this page to monitor financing and capital markets activity, such as the issuance of senior notes with specified interest rates and maturities, as well as the related underwriting agreements. These filings outline key terms, covenants and events of default that affect Essential’s debt profile. Amendments on Form 8-K/A provide corrected or updated versions of previously furnished press releases when needed.
Stock Titan enhances these filings with AI-powered summaries that explain the significance of each document in clear language. Instead of reading full-length filings line by line, users can quickly see what changed in a new 8-K, how a debt issuance fits into Essential’s capital structure, or what the merger agreement with American Water implies for existing WTRG shareholders. Real-time updates from EDGAR, together with AI explanations, help users follow Essential’s regulatory history, including future Forms 10-K, 10-Q and any Form 4 insider transaction reports that may be filed.
Essential Utilities, Inc. Chief Accounting Officer Bradley John Palmer reported routine equity compensation activity involving common stock. He acquired 246 shares on February 22, 2026 at $0.0000 per share as a grant/award, bringing his directly held balance to 2,428 shares.
According to the footnotes, these shares were earned and vested from performance-based share units granted on February 22, 2023, with vesting determined by the Compensation Committee on February 4, 2026 at a 63.58% vesting level. On the same date, 158 shares were disposed of at $38.78 per share as a tax-withholding disposition to the issuer to satisfy tax obligations upon vesting of restricted stock units and performance-based share units, leaving 2,270 shares directly owned afterward.
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.
Essential Utilities, Inc. reported an insider transaction by Chief Executive Officer and director Chris Franklin. On 02/05/2026, 5,917 shares of common stock were disposed of at $37.69 per share in a transaction coded "F." According to the filing, this was a disposition to the issuer to cover tax obligations arising from the vesting of restricted stock units, rather than an open-market sale. After this tax-related share disposition, Franklin directly beneficially owned 328,020 shares of Essential Utilities common stock.
Essential Utilities, Inc. Executive Vice President Daniel Schuller reported a Form 4 transaction involving company common stock. On February 5, 2026, 1,624 shares were surrendered at $37.69 per share to the issuer to cover tax obligations upon the vesting of restricted stock units. After this tax-withholding transaction, Schuller directly beneficially owned 81,503 shares of Essential Utilities common stock.