| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INC | Executive Vice President & CFO | Restricted Stock Units | 5,621 | $422,812 | $75.22 | 21 Feb 2023 | Direct |
| H2O AMERICA | CFO and Treasurer | Common Stock | 8,357 | $411,582 | $49.25 | 02 Jan 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| HTO | H2O AMERICA | 02 Jan 2026 | 1 | -$9,850 | 4 | CFO and Treasurer | 06 Jan 2026, 21:12 |
| HTO | H2O AMERICA | 01 Dec 2025 | 1 | -$27,226 | 4 | CFO and Treasurer | 03 Dec 2025, 17:41 |
| HTO | H2O AMERICA | 01 Jul 2025 | 1 | $0 | 4 | CFO and Treasurer | 03 Jul 2025, 16:02 |
| HTO | SJW GROUP | 02 Jan 2025 | 1 | $0 | 4 | Chief Accounting Officer & PAO | 06 Jan 2025, 16:04 |
| HTO | SJW GROUP | 12 Nov 2024 | 1 | $0 | 4 | Chief Accounting Officer & PAO | 13 Nov 2024, 16:07 |
| HTO | SJW GROUP | 12 Nov 2024 | 0 | $0 | 3 | Chief Accounting Officer & PAO | 13 Nov 2024, 16:05 |
| AEP | AMERICAN ELECTRIC POWER CO INC | 20 Feb 2023 | 2 | -$10,357 | 4/A | Executive Vice President & CFO | 23 Mar 2023, 10:54 |
| AEP | AMERICAN ELECTRIC POWER CO INC | 30 Nov 2022 | 0 | $0 | 3 | Executive Vice President & CFO | 06 Dec 2022, 09:48 |