| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| HTO, SJW | H2O AMERICA | Chief Accounting Officer | $1.63M | Nov 3, 2022 | ||
| CWT | CALIFORNIA WATER SERVICE GROUP | SVP CFO and Treasurer | $194K | Sep 5, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|