SEC Form 4 reporting owner

Mortensen Michelle R

Mortensen Michelle R has filed 13 Form 4 transactions reported between December 5, 2025 and September 5, 2026, as VP Corp Sect, Gov & Assurance, VP Corp Sect & Chief of Staff, VP, Corp Sec &Chief of Staff of CALIFORNIA WATER SERVICE GROUP.

Name as filed: Mortensen Michelle R

Open-market buys, 24 mo

None

reported

Open-market sales, 24 mo

$40K

1 lines

Companies

with Form 4 filings

Latest transaction

Sep 5, 2026

transaction date

Roles and reported holdings

CWTCALIFORNIA WATER SERVICE GROUP
Dec 5, 2025 – Sep 5, 2026
VP Corp Sect, Gov & Assurance, VP Corp Sect & Chief of Staff, VP, Corp Sec &Chief of Staff
Held directly12,807 sh as of Sep 5, 2026 · Form 4
24 months: $40K sold

Transaction history

All 13 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

Date	Company	Type	Shares	Price	Value	Owned after	Filing
Sep 5, 2026	CWTVP Corp Sect, Gov & Assurance	Shares withheld for tax or exercise priceCode F · direct	73	$50.03	$4K@ $50.03	12,807	Form 4
Sep 4, 2026	CWTVP Corp Sect, Gov & Assurance	Shares withheld for tax or exercise priceCode F · direct	75	$50.03	$4K@ $50.03	12,880	Form 4
Jun 5, 2026	CWTVP Corp Sect, Gov & Assurance	Shares withheld for tax or exercise priceCode F · direct	73	$45.82	$3K@ $45.82	12,954	Form 4
Jun 4, 2026	CWTVP Corp Sect, Gov & Assurance	Shares withheld for tax or exercise priceCode F · direct	74	$45.24	$3K@ $45.24	13,027	Form 4
Mar 7, 2026	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	63	$45.59	$3K@ $45.59	13,101	Form 4
Mar 7, 2026	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	534	$45.59	$24K@ $45.59	13,164	Form 4
Mar 7, 2026	CWTVP Corp Sect & Chief of Staff	Grant or awardCode A · direct	900	—	—	13,698	Form 4
Mar 5, 2026	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	80	$45.78	$4K@ $45.78	12,798	Form 4
Mar 4, 2026	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	327	$46.99	$15K@ $46.99	12,878	Form 4
Mar 3, 2026	CWTVP Corp Sect & Chief of Staff	Grant or awardCode A · direct	1,650	—	—	13,205	Form 4
Dec 23, 2025	CWTVP, Corp Sec &Chief of Staff	Open-market saleCode S · direct	924	$43.34	$40K@ $43.34	11,512	Form 4
Dec 7, 2025	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	57	$44.88	$3K@ $44.88	12,436	Form 4
Dec 5, 2025	CWTVP Corp Sect & Chief of Staff	Shares withheld for tax or exercise priceCode F · direct	73	$44.88	$3K@ $44.88	12,493	Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.