California Water Service Group (CWT) executive Mortensen gave up 148 shares at $50.03 to cover taxes or an exercise price
Insider transactions reported
Michelle R Mortensen (VP Corp Sect, Gov & Assurance at California Water Service Group, CWT) reported that they gave up 148 shares at $50.03 to cover taxes or an exercise price between Sep 4, 2026 and Sep 5, 2026. After these transactions the filing shows 12,806.56 shares held directly.
- Reporting person
- Mortensen Michelle R
- Role
- VP Corp Sect, Gov & Assurance
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Shares withheld for taxes or exercise price (F) | Common Stock1 | -75 | $50.03 | $3,752 | 12,879.564 direct |
| Sep 5, 2026 | Shares withheld for taxes or exercise price (F) | Common Stock2 | -73 | $50.03 | $3,652 | 12,806.564 direct |
Holdings before and after
- Common Stock: 12,954.564 to 12,806.564 direct
Footnotes from the filing
- 1. Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on March 4,2025
- 2. Represents the number of shares withheld and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the vesting of Restricted Stock (RSA) Award granted on June 5, 2024.
Transaction codes in this filing
- Shares withheld for taxes or exercise price:
- Code F marks shares handed back or withheld to pay taxes or an exercise price. No sale happens in the market.
FAQ
What did Mortensen report in this CWT Form 4?
Michelle R Mortensen (VP Corp Sect, Gov & Assurance at California Water Service Group, CWT) reported that they gave up 148 shares at $50.03 to cover taxes or an exercise price between Sep 4, 2026 and Sep 5, 2026. After these transactions the filing shows 12,806.56 shares held directly.
How many CWT shares does Mortensen hold after this filing?
The filing shows 12,806.56 shares held directly after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.
What does transaction code F mean on an SEC Form 4?
Code F marks shares handed back or withheld to pay taxes or an exercise price. No sale happens in the market.
Historical context for CWT
Across the 27 sessions after earlier CWT headlines, the stock closed higher 16 times and lower 11 times, with a median move of 1.0% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | CWT | SPY |
|---|---|---|---|
| Sep 2, 2026 | Newsweek Names California Water Service Group One of “America’s Greatest Companies” | +0.8% | +0.4% |
| Sep 1, 2026 | Hawaii Water Service Proposes Rate Adjustment for Kona Service Area for Investments Made to Help Keep Service Safe, Reliable | -0.5% | -0.7% |
| Aug 20, 2026 | California Water Service Group Awards $80,000 in Scholarships, Nears $1 Million Milestone Investing in its Communities’ Future Leaders | +0.2% | -0.8% |
| Aug 18, 2026 | California Water Service Group Named One of “World’s Greenest Companies” by Newsweek | +0.4% | -0.7% |
| Aug 11, 2026 | Indianola Students Returning to School with Safe, Reliable Drinking Water Due to Partnership with California Water Service, Selma Unified School District, Self-Help Enterprises | +1.0% | -0.3% |
| Aug 4, 2026 | California Water Service and County of Tulare Complete Project to Bring Safe, Reliable Water to Harrison Road Water Users | +1.9% | +1.8% |
Earlier insider filings at CWT
- Sep 8, 2026SVP Operations Mares Michael S Jr covered exercise/tax liability with 136 shares, decreasing direct ownership by 2% to 8,252 units (SEC Form 4) (withholding obligation)
- Sep 8, 2026SVP CFO and Treasurer Lynch James Patrick covered exercise/tax liability with 98 shares, decreasing direct ownership by 1% to 6,486 units (SEC Form 4) (for withholding tax)
- Sep 8, 2026SVP Corp Svce & Chief Risk Of Luu Michael B covered exercise/tax liability with 138 shares, decreasing direct ownership by 0.58% to 23,744 units (SEC Form 4) (tax liability)
- Sep 8, 2026Chairman President & CEO Kropelnicki Martin A covered exercise/tax liability with 998 shares, decreasing direct ownership by 0.67% to 147,287 units (SEC Form 4) (for tax liability)
- Sep 8, 2026VP Water Res Plan & Sustain Jenkins Kenneth G covered exercise/tax liability with 102 shares, decreasing direct ownership by 2% to 5,126 units (SEC Form 4) (tax liability)
- Market cap
- 30-day
- Sector
- Utilities
- Industry
- Water Supply
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