Form 4 for CWT CALIFORNIA WATER SERVICE GROUP
Accepted 2025-03-05 00:00:00 ET · period of report 2025-03-03 · accession 0001127602-25-008478 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-03-05 | 2025-03-03+ | CWT | James Sophie Marwieh | VP, Water Quality, Env Affairs | A - Grant | $0.00 | +2,704 | 6,630 | +69% | $0 |
| M | 2025-03-05 | 2025-03-03 | CWT | James Sophie Marwieh | VP, Water Quality, Env Affairs | F - Tax | $45.45 | -470 | 5,004 | -9% | -$21.4K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-03 | A | A | 1,051 | $0.00 | 5,446.82 | D | — | — | (F1) On 3/1/2022, the reporting person was granted a Performance Stock Unit (PSU) of 938 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 112% payout of the original goal. |
| 2 | Common | Common Stock | 2025-03-04 | A | A | 1,653 | $0.00 | 6,629.82 | D | — | — | (F4) Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 4, 2026, with the remaining 2/3 vesting quarterly over the succeeding 24 months. (F5) Includes share acquired through the Employee Stock Purchase Program and Dividend Reinvestment. |
| 3 | Common | Common Stock | 2025-03-03 | F | D | 27 | $45.45 | 4,976.82 | D | — | — | (F3) Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 637 |
| 4 | Common | Common Stock | 2025-03-03 | F | D | 443 | $45.45 | 5,003.82 | D | — | — | (F2) Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Performance Stock Unit (PSU) award 652 |