Every SEC Form 3/4/5 on record for this filer (CIK 1598003) — 2 issuers, 74 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| HTO | H2O AMERICA | Chief Executive Officer · Director | 2025-07-03 → 2026-06-05 | 5 | −$99,162 |
| SJW | SJW GROUP | CFO & Treasurer | 2016-01-05 → 2025-03-04 | 48 | −$335,701 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| HTO | 2025-11-13 | Sell | 2,100 | $47.22 | $99,162 | 24,192 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.