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.
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. 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.
Essential Utilities, Inc. officer Colleen Arnold, President - Aqua, reported a Form 4 transaction involving company common stock. On February 5, 2026, 643 shares were disposed of at $37.69 per share in a transaction coded "F," which indicates shares were surrendered to the issuer to cover tax obligations upon the vesting of restricted stock units.
After this tax-related share disposition, Arnold directly beneficially owned 19,410 shares of Essential Utilities common stock.
Essential Utilities, Inc. executive Christopher Paul Luning, EVP and General Counsel, reported a tax-related stock transaction. On 02/05/2026, 1,112 shares of common stock were disposed of at $37.69 per share, coded "F," which indicates shares were withheld or surrendered to the issuer to cover tax obligations.
According to the filing, this disposition was made to satisfy taxes upon the vesting of restricted stock units. After this transaction, Luning beneficially owned 78,723.87 shares of Essential Utilities common stock in direct ownership.
Essential Utilities, Inc. Chief Accounting Officer Bradley John Palmer reported a routine share disposition related to tax withholding. On February 5, 2026, 89 shares of common stock were surrendered to the issuer at $37.69 per share to cover tax obligations from vesting restricted stock units. After this transaction, Palmer directly beneficially owned 2,182 shares of Essential Utilities common stock.
Essential Utilities, Inc. insider Form 4 shows a tax-related share disposition. Michael Huwar, President - Peoples, disposed of 652 shares of Essential Utilities common stock on 02/05/2026 at $37.69 per share under transaction code "F," which reflects shares withheld to cover taxes on vesting restricted stock units. After this withholding, he beneficially owns 20,763 shares directly.
American Water Works Company, Inc. and Essential Utilities, Inc. plan to merge to create a multi-state regulated water and wastewater utility platform. The combined company would serve more than 4.7 million customer connections across 17 states, aiming to provide safe, clean, reliable and affordable service.
The companies highlight expected benefits for customers, employees and communities, including expanded resources to invest in aging infrastructure, PFAS remediation and lead service line replacement, while maintaining current customer rates as a result of the transaction. They also emphasize broader career opportunities for employees, honoring existing union contracts, and continuing charitable support in over 2,000 communities.
The communication stresses potential advantages from greater scale, such as operational efficiencies, stronger balance sheet, more stable cash flows and improved access to capital, as well as enhanced safety programs and environmental stewardship. It includes extensive forward-looking statement and risk disclosures and directs investors to the effective Form S-4 registration statement and definitive joint proxy statement/prospectus for detailed information before voting or making investment decisions.