What H2O AMERICA's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 2 |
| Sells | 0 | 2 |
| Total trades | 3 | 41 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 118,462 |
| Disposed | 1,616 | 14,754 |
| Net activity | −1,616 | +103,708 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Mattern Megan | CAO, PAO and Controller | Jul 30 | Withheld — tax / exercise cost · F | −1,154 | $61.97 | −$71.5K | 13,631 |
| Walters Andrew F | Chief Executive Officer | Jul 01 | Disposition to Issuer · D | −374 | $60.74 | −$22.7K | 26,461 |
| Kelly Ann P | CFO and Treasurer | Jul 01 | Withheld — tax / exercise cost · F | −88 | $60.74 | −$5.35K | 9,976 |
| Walters Andrew F | Chief Executive Officer | Jun 05 | Gift · G | −3,508 | — | — | 26,835 |
| Atlas Infrastructure Partners (UK) Ltd. | 10% owner | May 29 | Open-market buy · P | +31,001 | $57.62 | +$1.79M | 4,612,035 |
| Atlas Infrastructure Partners (UK) Ltd. | 10% owner | May 29 | Open-market sale · S | −1,435 | $57.52 | −$82.5K | 4,581,034 |
| Kruger Denise L | Director | May 13 | Grant / award · A | +1,947 | — | — | 6,923 |
| Wallace Carol P | Director | May 13 | Grant / award · A | +1,947 | — | — | 11,238 |
| Hanley Mary Ann | Director | May 13 | Grant / award · A | +1,947 | — | — | 11,583 |
| Heather Hunt | Director | May 13 | Grant / award · A | +1,947 | — | — | 11,238 |
| Rowe Nick Orlando | Director | May 13 | Grant / award · A | +1,947 | — | — | 2,452 |
| Klein Rebecca A | Director | May 13 | Grant / award · A | +1,947 | — | — | 9,208 |
| More Daniel B. | Director | May 13 | Grant / award · A | +1,947 | — | — | 1,947 |
| Guardino Carl | Director | May 13 | Grant / award · A | +1,947 | — | — | 9,139 |
| Gip Atlas Holdings Ltd | 10% owner | Apr 10 | Open-market buy · P | +50,385 | $59.06 | +$2.98M | 4,582,469 |
| Rowe Nick Orlando | Director | Mar 01 | Grant / award · A | +505 | — | — | 505 |
| Hauk Bruce A | President and COO | Feb 27 | Withheld — tax / exercise cost · F | −378 | $53.79 | −$20.3K | 16,616 |
| Hauk Bruce A | President and COO | Feb 27 | Grant / award · A | +1,503 | — | — | 16,994 |
| Hauk Bruce A | President and COO | Feb 27 | Grant / award · A | +2,743 | — | — | 15,491 |
| Johnson A Kristen | Chief Administrative Officer | Feb 27 | Withheld — tax / exercise cost · F | −470 | $53.79 | −$25.3K | 14,565 |
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