CALIFORNIA WATER SERVICE GROUP — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Mortensen Michelle R | VP, Corp Sec &Chief of Staff | Sale | 924 | $43.34 | $40,046 | 11,512 | Dec 23, 2025 |
| Lynch James Patrick | SVP CFO and Treasurer | Purchase | 550 | $42.80 | $23,540 | 4,619 | Dec 10, 2025 |
| Milleman Greg A | VP Rates & Regulatory Affairs | Tax Withholding | 66 | $44.88 | $2,962 | 11,604 | Dec 7, 2025 |
| Luu Michael B | SVP Corp Svce & Chief Risk Of | Tax Withholding | 69 | $44.88 | $3,097 | 22,665 | Dec 7, 2025 |
| Dean Shannon C | SR. VP, Cust Svc & Chief Sust | Tax Withholding | 73 | $44.88 | $3,276 | 22,223 | Dec 7, 2025 |
| Scanlon Thomas A | Corporate Controller & PAO | Tax Withholding | 23 | $44.88 | $1,032 | 3,975 | Dec 5, 2025 |
| Ouyang Elissa Y | VP Facilities Fleet & Procure | Tax Withholding | 52 | $44.88 | $2,334 | 13,445 | Dec 5, 2025 |
| Mortensen Michelle R | VP Corp Sect & Chief of Staff | Tax Withholding | 57 | $44.88 | $2,558 | 12,436 | Dec 5, 2025 |
| Mares Michael S JR | SVP Operations | Tax Withholding | 53 | $44.88 | $2,379 | 10,710 | Dec 5, 2025 |
| Lynch James Patrick | SVP CFO and Treasurer | Tax Withholding | 48 | $44.88 | $2,154 | 4,069 | Dec 5, 2025 |
| KROPELNICKI MARTIN A | Chairman President & CEO | Tax Withholding | 492 | $44.88 | $22,081 | 139,639 | Dec 5, 2025 |
| Jenkins Kenneth G | VP Water Res Plan & Sustain | Tax Withholding | 29 | $44.88 | $1,302 | 3,756 | Dec 5, 2025 |
| James Sophie Marwieh | VP Water Qual & Envir Affairs | Tax Withholding | 24 | $44.88 | $1,077 | 6,604 | Dec 5, 2025 |
| Bunting Shawn C | Sr. VP, GC and Business Dev | Tax Withholding | 45 | $44.88 | $2,020 | 3,304 | Dec 5, 2025 |
| Milleman Greg A | VP Rates & Regulatory Affairs | Tax Withholding | 66 | $47.09 | $3,108 | 11,721 | Sep 7, 2025 |
| KROPELNICKI MARTIN A | Chairman President & CEO | Tax Withholding | 492 | $47.09 | $23,168 | 140,516 | Sep 7, 2025 |
| James Sophie Marwieh | VP Water Qual & Envir Affairs | Tax Withholding | 50 | $47.09 | $2,355 | 6,619 | Sep 7, 2025 |
| Scanlon Thomas A | Corporate Controller & PAO | Tax Withholding | 23 | $47.09 | $1,083 | 4,003 | Sep 5, 2025 |
| Ouyang Elissa Y | VP Facilities Fleet & Procure | Tax Withholding | 52 | $47.09 | $2,449 | 13,522 | Sep 5, 2025 |
| Mortensen Michelle R | VP Corp Sect & Chief of Staff | Tax Withholding | 57 | $47.09 | $2,684 | 12,566 | Sep 5, 2025 |
| Mares Michael S JR | SVP Operations | Tax Withholding | 53 | $47.09 | $2,496 | 10,830 | Sep 5, 2025 |
| Lynch James Patrick | SVP CFO and Treasurer | Tax Withholding | 48 | $47.09 | $2,260 | 4,117 | Sep 5, 2025 |
| Luu Michael B | SVP Corp Svce & Chief Risk Of | Tax Withholding | 54 | $47.09 | $2,543 | 22,641 | Sep 5, 2025 |
| Jenkins Kenneth G | VP Water Res Plan & Sustain | Tax Withholding | 29 | $47.09 | $1,366 | 3,823 | Sep 5, 2025 |
| Dean Shannon C | SR. VP, Cust Svc & Chief Sust | Tax Withholding | 57 | $47.09 | $2,684 | 22,273 | Sep 5, 2025 |
| Bunting Shawn C | Sr. VP, GC and Business Dev | Tax Withholding | 45 | $47.09 | $2,119 | 3,418 | Sep 5, 2025 |
| Snow Lester A | — | Sale | 1,200 | $46.51 | $55,812 | 26,349 | Jun 12, 2025 |
| Luu Michael B | Sr. VP Corp Svcs & Chief Risk | Tax Withholding | 54 | $45.62 | $2,463 | 22,380 | Jun 7, 2025 |
| KROPELNICKI MARTIN A | Chairman, President & CEO | Tax Withholding | 352 | $45.62 | $16,058 | 140,571 | Jun 7, 2025 |
| Jenkins Kenneth G | VP, Water Res. Plan & Sustain | Tax Withholding | 29 | $45.62 | $1,323 | 3,890 | Jun 7, 2025 |
| Bunting Shawn C | Sr. VP, GC and Business Dev | Tax Withholding | 45 | $45.62 | $2,053 | 3,532 | Jun 7, 2025 |
| Mares Michael S JR | Vice President, Operations | Tax Withholding | 53 | $45.62 | $2,418 | 10,950 | Jun 7, 2025 |
| Milleman Greg A | VP, Rates and Regulatory Aff | Tax Withholding | 51 | $45.62 | $2,327 | 11,345 | Jun 7, 2025 |
| James Sophie Marwieh | VP, Water Quality/ Env Affairs | Tax Withholding | 24 | $45.62 | $1,095 | 6,351 | Jun 7, 2025 |
| Mortensen Michelle R | VP, Corp Sec &Chief of Staff | Tax Withholding | 57 | $45.62 | $2,600 | 12,696 | Jun 7, 2025 |
| Dean Shannon C | SR. VP, Cust Svc & Chief Sust. | Tax Withholding | 57 | $45.62 | $2,600 | 22,308 | Jun 7, 2025 |
| Scanlon Thomas A | Controller & Principal Acctng | Tax Withholding | 23 | $45.62 | $1,049 | 4,008 | Jun 7, 2025 |
| Ouyang Elissa Y | Chief Procurement & Lead CI | Tax Withholding | 52 | $45.62 | $2,372 | 13,370 | Jun 7, 2025 |
| Ouyang Elissa Y | Chief Procurement & Lead CI | Tax Withholding | 64 | $45.85 | $2,934 | 13,422 | Jun 6, 2025 |
| Scanlon Thomas A | Controller & Principal Acctng | Tax Withholding | 28 | $45.85 | $1,284 | 4,031 | Jun 5, 2025 |
| Mortensen Michelle R | VP, Corp Sec &Chief of Staff | Tax Withholding | 71 | $45.85 | $3,255 | 12,753 | Jun 5, 2025 |
| Milleman Greg A | VP, Rates and Regulatory Aff | Tax Withholding | 64 | $45.85 | $2,934 | 11,396 | Jun 5, 2025 |
| Mares Michael S JR | Vice President, Operations | Tax Withholding | 65 | $45.85 | $2,980 | 11,003 | Jun 5, 2025 |
| Lynch James Patrick | Sr. VP, CFO & Treasurer | Tax Withholding | 47 | $45.85 | $2,155 | 3,691 | Jun 5, 2025 |
| Luu Michael B | Sr. VP Corp Svcs & Chief Risk | Tax Withholding | 67 | $45.85 | $3,072 | 22,434 | Jun 5, 2025 |
| KROPELNICKI MARTIN A | Chairman, President & CEO | Tax Withholding | 438 | $45.85 | $20,082 | 140,923 | Jun 5, 2025 |
| Jenkins Kenneth G | VP, Water Res. Plan & Sustain | Tax Withholding | 36 | $45.85 | $1,651 | 3,919 | Jun 5, 2025 |
| James Sophie Marwieh | VP, Water Quality/ Env Affairs | Tax Withholding | 48 | $45.85 | $2,201 | 6,375 | Jun 5, 2025 |
| Dean Shannon C | SR. VP, Cust Svc & Chief Sust. | Tax Withholding | 71 | $45.85 | $3,255 | 22,365 | Jun 5, 2025 |
| Bunting Shawn C | Sr. VP, GC and Business Dev | Tax Withholding | 67 | $45.85 | $3,072 | 3,577 | Jun 5, 2025 |