California Water Service Group
US ˙ NYSE ˙ US1307881029

SecurityCWT / California Water Service Group
InsiderMichelle R Mortensen
This page shows the track record and history of Mortensen Michelle R insider trades in California Water Service Group. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Michelle R Mortensen in CWT / California Water Service Group. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CWT / California Water Service Group Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Michelle R Mortensen in CWT / California Water Service Group. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-12-23 924 43.3400 924 43.3400 40,046 128 42.2400 -1,016 -2.54
2023-12-12 675 52.5600 675 52.5600 35,478
2022-09-22 615 56.7400 615 56.7400 34,895
2021-12-15 430 70.7500 430 70.7500 30,422

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CWT / California Water Service Group Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2026-03-09 2026-03-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.5900 -63 -3 13,101
2026-03-09 2026-03-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.5900 -534 -24 13,164
2026-03-09 2026-03-07 4 Mortensen Michelle R CWT Common Stock A - Award D 900 13,698
2026-03-09 2026-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.7800 -80 -4 12,798
2026-03-05 2026-03-04 4 Mortensen Michelle R CWT Common Stock F - Taxes D 46.9900 -327 -15 12,878
2026-03-05 2026-03-03 4 Mortensen Michelle R CWT Common Stock A - Award D 1,650 13,205
2025-12-23 2025-12-23 4 Mortensen Michelle R CWT Common Stock S - Sale D 43.3400 -924 -40 11,512
2025-12-09 2025-12-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 44.8800 -57 -3 12,436
2025-12-09 2025-12-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 44.8800 -73 -3 12,493
2025-09-09 2025-09-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.0900 -57 -3 12,566
2025-09-09 2025-09-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.0900 -73 -3 12,623
2025-06-11 2025-06-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.6200 -57 -3 12,696
2025-06-09 2025-06-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.8500 -71 -3 12,753
2025-03-11 2025-03-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.9000 -63 -3 12,824
2025-03-06 2025-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 46.6500 -319 -15 12,887
2025-03-05 2025-03-04 4 Mortensen Michelle R CWT Common Stock A - Award D 1,653 13,206
2025-03-05 2025-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.4500 -63 -3 11,553
2025-03-05 2025-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.4500 -1,073 -49 11,616
2025-03-05 2025-03-03 4 Mortensen Michelle R CWT Common Stock A - Award D 1,814 12,689
2024-12-10 2024-12-09 4 Mortensen Michelle R CWT Common Stock F - Taxes D 48.7000 -57 -3 10,875
2024-12-03 2024-12-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 51.1900 -57 -3 10,905
2024-09-10 2024-09-09 4 Mortensen Michelle R CWT Common Stock F - Taxes D 54.2800 -57 -3 10,962
2024-09-03 2024-09-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 55.3300 -57 -3 11,019
2024-06-11 2024-06-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.5900 -57 -3 11,076
2024-06-07 2024-06-05 4 Mortensen Michelle R CWT Common Stock A - Award D 49.6200 1,616 80 11,133
2024-06-03 2024-06-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D -58 9,517
2024-03-18 2024-03-05 4/A Mortensen Michelle R CWT Common Stock A - Award D 0 9,795
2024-03-11 2024-03-07 4 Mortensen Michelle R CWT Common Stock F - Taxes D 46.2400 -233 -11 11,178
2024-03-07 2024-03-05 4 Mortensen Michelle R CWT Common Stock A - Award D 45.3700 1,616 73 11,411
2024-03-05 2024-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.5300 -65 -3 9,795
2024-03-05 2024-03-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.4300 -1,334 -61 9,860
2024-03-05 2024-03-02 4 Mortensen Michelle R CWT Common Stock A - Award D 2,258 11,194
2024-03-05 2024-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.4300 -64 -3 8,936
2023-12-12 2023-12-12 4 Mortensen Michelle R CWT Common Stock S - Sale D 52.5600 -675 -35 8,983
2023-12-04 2023-12-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 51.6900 -58 -3 9,658
2023-12-04 2023-12-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 61.6900 -57 -4 9,716
2023-09-06 2023-09-03 4 Mortensen Michelle R CWT Common Stock D - Sale to Issuer D 50.1000 -58 -3 9,773
2023-09-06 2023-09-01 4 Mortensen Michelle R CWT Common Stock D - Sale to Issuer D 50.1000 -57 -3 9,831
2023-06-05 2023-06-03 4 Mortensen Michelle R CWT Common Stock D - Sale to Issuer D 57.8900 -58 -3 9,888
2023-06-05 2023-06-01 4 Mortensen Michelle R CWT Common Stock D - Sale to Issuer D 56.1200 -57 -3 9,946
2023-03-09 2023-03-07 4 Mortensen Michelle R CWT Common Stock A - Award D 58.8300 1,275 75 10,003
2023-03-06 2023-03-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.7600 -65 -4 8,173
2023-03-06 2023-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 55.9000 -251 -14 8,238
2023-03-06 2023-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.8400 -856 -49 8,728
2023-03-06 2023-03-03 4 Mortensen Michelle R CWT Common Stock A - Award D 1,453 9,584
2023-03-06 2023-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.8400 -42 -2 8,131
2022-12-05 2022-12-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 64.3000 -36 -2 8,489
2022-12-05 2022-12-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 64.3000 -57 -4 8,525
2022-09-22 2022-09-22 4 Mortensen Michelle R CWT Common Stock S - Sale D 56.7400 -615 -35 8,582
2022-09-06 2022-09-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 58.4400 -36 -2 9,197
2022-09-06 2022-09-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 58.4400 -57 -3 9,233
2022-06-06 2022-06-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 54.9600 -36 -2 9,290
2022-06-06 2022-06-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 55.2100 -57 -3 9,326
2022-03-07 2022-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 58.6300 -794 -47 9,383
2022-03-07 2022-03-05 4 Mortensen Michelle R CWT Common Stock A - Award D 1,389 10,177
2022-03-07 2022-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 58.6300 -43 -3 8,788
2022-03-07 2022-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 57.0100 -41 -2 8,831
2022-03-03 2022-03-02 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.9000 -257 -15 8,872
2022-03-03 2022-03-01 4 Mortensen Michelle R CWT Common Stock A - Award D 1,278 9,129
2022-01-05 2022-01-04 4 Mortensen Michelle R CWT Common Stock F - Taxes D 69.8700 -119 -8 7,851
2021-12-16 2021-12-15 4 Mortensen Michelle R CWT Common Stock S - Sale D 70.7500 -430 -30 7,970
2021-12-06 2021-12-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 65.3600 -38 -2 8,400
2021-12-06 2021-12-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 65.3600 -36 -2 8,438
2021-09-07 2021-09-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 64.4900 -38 -2 8,474
2021-09-07 2021-09-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 64.4900 -36 -2 8,512
2021-06-07 2021-06-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.6600 -38 -2 8,548
2021-06-04 2021-06-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 56.9400 -36 -2 8,586
2021-03-08 2021-03-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.9600 -1,000 -53 8,622
2021-03-08 2021-03-06 4 Mortensen Michelle R CWT Common Stock A - Award D 1,713 9,622
2021-03-08 2021-03-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.9600 -57 -3 7,909
2021-03-08 2021-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.9600 -43 -2 7,966
2021-03-04 2021-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 53.2100 -165 -9 8,009
2021-03-04 2021-03-02 4 Mortensen Michelle R CWT Common Stock A - Award D 1,311 8,174
2021-01-06 2021-01-04 4 Mortensen Michelle R CWT Common Stock A - Award D 203 6,863
2020-12-08 2020-12-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 49.4600 -56 -3 6,660
2020-12-08 2020-12-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 49.4600 -42 -2 6,716
2020-09-08 2020-09-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.8800 -56 -3 6,758
2020-09-08 2020-09-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.8800 -42 -2 6,814
2020-06-09 2020-06-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 48.4500 -55 -3 6,856
2020-06-09 2020-06-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 48.4500 -42 -2 6,911
2020-03-09 2020-03-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 54.3700 -55 -3 6,953
2020-03-09 2020-03-05 4 Mortensen Michelle R CWT Common Stock F - Taxes D 53.9900 -166 -9 7,008
2020-03-05 2020-03-03 4 Mortensen Michelle R CWT Common Stock A - Award D 838 7,174
2020-03-03 2020-02-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.9600 -1,177 -56 6,336
2020-03-03 2020-02-28 4 Mortensen Michelle R CWT Common Stock A - Award D 1,836 7,513
2020-03-03 2020-02-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 47.9600 -69 -3 5,677
2019-12-09 2019-12-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 51.8900 -56 -3 5,746
2019-11-27 2019-11-27 4 Mortensen Michelle R CWT Common Stock F - Taxes D 51.1600 -62 -3 5,802
2019-09-10 2019-09-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 54.6900 -56 -3 5,864
2019-08-29 2019-08-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 55.8000 -62 -3 5,920
2019-06-07 2019-06-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 50.5400 -56 -3 5,982
2019-05-30 2019-05-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 50.2200 -62 -3 6,038
2019-03-07 2019-03-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.0500 -226 -12 6,100
2019-03-07 2019-03-05 4 Mortensen Michelle R CWT Common Stock A - Award D 52.8300 875 46 6,326
2019-03-04 2019-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.5300 -1,590 -84 5,450
2019-03-04 2019-03-01 4 Mortensen Michelle R CWT Common Stock A - Award D 2,607 7,040
2019-03-04 2019-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.5300 -97 -5 4,433
2019-03-04 2019-02-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 52.0200 -68 -4 4,530
2018-12-04 2018-12-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.7200 -87 -4 4,598
2018-11-30 2018-11-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 46.5800 -62 -3 4,685
2018-09-04 2018-09-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 41.1500 -87 -4 4,747
2018-08-30 2018-08-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 40.2500 -62 -2 4,834
2018-06-04 2018-06-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 40.0000 -88 -4 4,896
2018-05-30 2018-05-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 40.7500 -62 -3 4,984
2018-03-08 2018-03-06 4 Mortensen Michelle R CWT Common Stock F - Taxes D 35.4000 -1,173 -42 5,046
2018-03-06 2018-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 36.4000 -1,311 -48 3,873
2018-03-06 2018-03-03 4 Mortensen Michelle R CWT Common Stock A - Award D 36.4000 2,100 76 5,184
2018-03-06 2018-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 36.4000 -26 -1 3,084
2018-03-02 2018-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 37.9500 -84 -3 3,110
2018-03-02 2018-02-28 4 Mortensen Michelle R CWT Common Stock F - Taxes D 37.9500 -239 -9 3,194
2018-02-06 2018-02-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 41.5500 -23 -1 3,433
2018-01-05 2018-01-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 44.2500 -23 -1 3,456
2017-12-05 2017-12-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.0000 -18 -1 3,479
2017-12-05 2017-12-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 45.0000 -68 -3 3,497
2017-11-06 2017-11-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 43.0000 -18 -1 3,565
2017-10-04 2017-10-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 39.6500 -18 -1 3,583
2017-09-05 2017-09-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 37.2500 -18 -1 3,601
2017-09-05 2017-09-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 37.2500 -68 -3 3,619
2017-08-04 2017-08-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 38.5000 -18 -1 3,687
2017-07-05 2017-07-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 36.8500 -18 -1 3,705
2017-06-05 2017-06-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 35.7500 -17 -1 3,723
2017-06-05 2017-06-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 35.5000 -67 -2 3,740
2017-05-04 2017-05-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 35.1500 -18 -1 3,807
2017-04-05 2017-04-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 34.9500 -20 -1 3,825
2017-03-07 2017-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 36.5000 -21 -1 3,845
2017-03-03 2017-03-01 4 Mortensen Michelle R CWT Common Stock F - Taxes D 37.0000 -311 -12 3,866
2017-03-02 2017-02-28 4 Mortensen Michelle R CWT Common Stock A - Award D 36.7500 1,287 47 4,177
2017-02-07 2017-02-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 34.0000 -20 -1 2,890
2017-01-05 2017-01-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 33.7500 -21 -1 2,910
2016-12-06 2016-12-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 34.3500 -15 -1 2,931
2016-11-07 2016-11-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 30.7000 -15 -0 2,946
2016-10-05 2016-10-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 31.7600 -15 -0 2,961
2016-09-06 2016-09-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 31.0400 -14 -0 2,976
2016-08-05 2016-08-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 32.5600 -15 -0 2,990
2016-07-06 2016-07-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 34.4800 -15 -1 3,005
2016-06-07 2016-06-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 29.9700 -15 -0 3,020
2016-05-05 2016-05-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 28.5100 -17 -0 3,035
2016-04-05 2016-04-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 26.8300 -17 -0 3,052
2016-03-07 2016-03-03 4 Mortensen Michelle R CWT Common Stock F - Taxes D 26.1500 -214 -6 3,069
2016-03-03 2016-03-01 4 Mortensen Michelle R CWT Common Stock A - Award D 25.1700 1,815 46 3,283
2015-03-04 2015-03-03 4 Mortensen Michelle R cwt Common Stock A - Award D 24.3000 1,468 36 1,468
P
Compra de mercado aberto ou privada de ativo não-derivativo ou derivativo
S
Venda de mercado aberto ou privada de ativo não-derivativo ou derivativo
A
Concessão, premiação, ou outra aquisição de ativos da empresa (como uma opção)
C
Conversão de derivativo
D
Venda ou transferência de ativos de volta para a empresa
F
Pagamento do preço de exercício ou responsabilidade fiscal utilizando parte dos ativos recebidos da empresa
G
Doação de ativos pelo ou para o insider
K
Swaps de capital e transações de hedge similares
M
Exercício ou conversão de ativo derivativo recebido da empresa (como uma opção)
V
Uma transação voluntariamente reportada no Formulário 4
J
Outro (acompanhado de uma nota explicativa descrevendo a transação)