Ann P. Kelly

CIK: 0001735307

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)4 (57.1%)

Compensation grants

Other (G, F, J, C, D, …)3 (42.9%)

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

Companies & Roles (1)

HTO

H2O AMERICA

Officer

Discretionary Trading P&L

Holdings

Transaction History (7 total)

HTO
H2O AMERICA
Jul 1, 2026
Tax Payment(F)
Direct
88 shares at avg. $60.74$5K
HTO
H2O AMERICA
Feb 27, 2026
Award(A)
Direct
1.7K shares-
HTO
H2O AMERICA
Jan 2, 2026
Tax Payment(F)
Direct
200 shares at avg. $49.25$10K
HTO
H2O AMERICA
Dec 1, 2025
Tax Payment(F)
Direct
581 shares at avg. $46.86$27K
HTO
H2O AMERICA
Jul 1, 2025
Award(A)
Direct
952 shares-
SJW
SJW GROUP
Jan 2, 2025
Award(A)
Direct
1.8K shares-
SJW
SJW GROUP
Nov 12, 2024
Award(A)
Direct
6.4K shares-

		Type	Shares	Price		Ownership
Jul 1, 2026	HTO H2O AMERICA	Tax Payment(F)	88	$60.74	$5,345	Direct
Feb 27, 2026	HTO H2O AMERICA	Award(A)	1,707	-	$0	Direct
Jan 2, 2026	HTO H2O AMERICA	Tax Payment(F)	200	$49.25	$9,850	Direct
Dec 1, 2025	HTO H2O AMERICA	Tax Payment(F)	581	$46.86	$27,226	Direct
Jul 1, 2025	HTO H2O AMERICA	Award(A)	952	-	-	Direct
Jan 2, 2025	SJW SJW GROUP	Award(A)	1,833	-	$0	Direct
Nov 12, 2024	SJW SJW GROUP	Award(A)	6,353	-	$0	Direct

1-7 of 7 transactions

About Kelly Ann P

Kelly Ann P (SEC CIK 0001735307) files insider reports with the SEC as CFO and Treasurer of H2O AMERICA (HTO).

Signal8 holds 8 ownership filings by Kelly Ann P (1 Form 3, 7 Form 4), filed between Nov 13, 2024 and Jul 6, 2026. Those filings report 7 transactions, from Nov 12, 2024 to Jul 1, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Kelly Ann P's filings is in SAN JOSE, CA.

Recent filings by Kelly Ann P

Jul 1, 2026: Tax withholding of HTO shares (Form 4, code F).
Feb 27, 2026: Grant or award of HTO shares (Form 4, code A).
Jan 2, 2026: Tax withholding of HTO shares (Form 4, code F).
Dec 1, 2025: Tax withholding of HTO shares (Form 4, code F).
Jul 1, 2025: Grant or award of HTO shares (Form 4, code A).

Other insiders filing for H2O AMERICA (HTO)

ATLAS Infrastructure Partners (UK) Ltd., Officer
Mattern Megan, CAO, PAO and Controller
Walters Andrew F, Chief Executive Officer
Johnson A Kristen, Chief Administrative Officer
KRUGER DENISE L, Director
KLEIN REBECCA A, Director

How to read Form 4 transaction codes