Michelle R. Mortensen

CIK: 0001629473

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (3.7%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)4 (14.8%)

Compensation grants

Other (G, F, J, C, D, …)22 (81.5%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

CWT

CALIFORNIA WATER SERVICE GROUP

Officer

Discretionary Trading P&L

Holdings

Transaction History (27 total)

CWT
CALIFORNIA WATER SERVICE GROUP
Sep 5, 2026
Tax Payment(F)
Direct
73 shares at avg. $50.03$4K
CWT
CALIFORNIA WATER SERVICE GROUP
Sep 4, 2026
Tax Payment(F)
Direct
75 shares at avg. $50.03$4K
CWT
CALIFORNIA WATER SERVICE GROUP
Jun 5, 2026
Tax Payment(F)
Direct
73 shares at avg. $45.82$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Jun 4, 2026
Tax Payment(F)
Direct
74 shares at avg. $45.24$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 7, 2026
Award(A)
Direct
900 shares-
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 7, 2026
Tax Payment(F)
Direct
534 shares at avg. $45.59$24K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 7, 2026
Tax Payment(F)
Direct
63 shares at avg. $45.59$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 5, 2026
Tax Payment(F)
Direct
80 shares at avg. $45.78$4K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 4, 2026
Tax Payment(F)
Direct
327 shares at avg. $46.99$15K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 3, 2026
Award(A)
Direct
1.7K shares-
CWT
CALIFORNIA WATER SERVICE GROUP
Dec 23, 2025
Sale(S)
Direct
924 shares at avg. $43.34$40K
CWT
CALIFORNIA WATER SERVICE GROUP
Dec 7, 2025
Tax Payment(F)
Direct
57 shares at avg. $44.88$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Dec 5, 2025
Tax Payment(F)
Direct
73 shares at avg. $44.88$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Sep 7, 2025
Tax Payment(F)
Direct
57 shares at avg. $47.09$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Sep 5, 2025
Tax Payment(F)
Direct
73 shares at avg. $47.09$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Jun 7, 2025
Tax Payment(F)
Direct
57 shares at avg. $45.62$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Jun 5, 2025
Tax Payment(F)
Direct
71 shares at avg. $45.85$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 7, 2025
Tax Payment(F)
Direct
63 shares at avg. $47.90$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 5, 2025
Tax Payment(F)
Direct
319 shares at avg. $46.65$15K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 4, 2025
Award(A)
Direct
1.7K shares-
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 3, 2025
Award(A)
Direct
1.8K shares-
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 3, 2025
Tax Payment(F)
Direct
1.1K shares at avg. $45.45$49K
CWT
CALIFORNIA WATER SERVICE GROUP
Mar 3, 2025
Tax Payment(F)
Direct
63 shares at avg. $45.45$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Dec 9, 2024
Tax Payment(F)
Direct
57 shares at avg. $48.70$3K
CWT
CALIFORNIA WATER SERVICE GROUP
Dec 2, 2024
Tax Payment(F)
Direct
57 shares at avg. $51.19$3K

		Type	Shares	Price		Ownership
Sep 5, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	73	$50.03	$3,652	Direct
Sep 4, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	75	$50.03	$3,752	Direct
Jun 5, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	73	$45.82	$3,345	Direct
Jun 4, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	74	$45.24	$3,348	Direct
Mar 7, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Award(A)	900	-	$0	Direct
Mar 7, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	534	$45.59	$24,345	Direct
Mar 7, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	63	$45.59	$2,872	Direct
Mar 5, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	80	$45.78	$3,662	Direct
Mar 4, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	327	$46.99	$15,366	Direct
Mar 3, 2026	CWT CALIFORNIA WATER SERVICE GROUP	Award(A)	1,650	-	$0	Direct
Dec 23, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Sale(S)	924	$43.34	$40,046	Direct
Dec 7, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	57	$44.88	$2,558	Direct
Dec 5, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	73	$44.88	$3,276	Direct
Sep 7, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	57	$47.09	$2,684	Direct
Sep 5, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	73	$47.09	$3,438	Direct
Jun 7, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	57	$45.62	$2,600	Direct
Jun 5, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	71	$45.85	$3,255	Direct
Mar 7, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	63	$47.90	$3,018	Direct
Mar 5, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	319	$46.65	$14,881	Direct
Mar 4, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Award(A)	1,653	-	-	Direct
Mar 3, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Award(A)	1,814	-	-	Direct
Mar 3, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	1,073	$45.45	$48,768	Direct
Mar 3, 2025	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	63	$45.45	$2,863	Direct
Dec 9, 2024	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	57	$48.70	$2,776	Direct
Dec 2, 2024	CWT CALIFORNIA WATER SERVICE GROUP	Tax Payment(F)	57	$51.19	$2,918	Direct

1-25 of 27 transactions

About Mortensen Michelle R

Mortensen Michelle R (SEC CIK 0001629473) files insider reports with the SEC as VP Corp Sect, Gov & Assurance of CALIFORNIA WATER SERVICE GROUP (CWT).

Signal8 holds 16 ownership filings by Mortensen Michelle R, all Form 4s, filed between Sep 3, 2024 and Sep 8, 2026. Those filings report 27 transactions, from Sep 3, 2024 to Sep 5, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Mortensen Michelle R's filings is in SAN JOSE, CA.

Recent filings by Mortensen Michelle R

Sep 5, 2026: Tax withholding of CWT shares (Form 4, code F).
Sep 4, 2026: Tax withholding of CWT shares (Form 4, code F).
Jun 5, 2026: Tax withholding of CWT shares (Form 4, code F).
Jun 4, 2026: Tax withholding of CWT shares (Form 4, code F).
Mar 7, 2026: Grant or award of CWT shares (Form 4, code A).

Other insiders filing for CALIFORNIA WATER SERVICE GROUP (CWT)

Scanlon Thomas A, VP, Corporate Controller & PAO
Peters Todd Kenneth, Vice President, Engineering
Ouyang Elissa Y, VP Facilities Fleet Procure IT
Mares Michael S JR, SVP Operations
Lynch James Patrick, SVP CFO and Treasurer
Luu Michael B, SVP Corp Svce & Chief Risk Of

How to read Form 4 transaction codes