Daniel Schuller - 24 Jan 2024 Form 4 Insider Report for Essential Utilities, Inc. (WTRG)

Reporting relationship: Executive Vice President
Issuer ticker: WTRG
Reported as of: 24 Jan 2024
Net transaction value: +$430,612
SEC form: 4
Accepted by SEC: 26 Jan 2024, 16:33:00 UTC
Prior SEC filing: 01 Mar 2023
Next SEC filing: 28 Feb 2024
Source filing: View source filing
Reporting owner signature: /s/ Brian Dingerdissen, attorney-in-fact for Mr. Schuller

Key filing fact

Daniel Schuller filed Form 4 for Essential Utilities, Inc. (WTRG) on 26 Jan 2024.

Key facts

This page summarizes Daniel Schuller's Form 4 filing for Essential Utilities, Inc. (WTRG).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 26 Jan 2024, 16:33.

Change

Previous filing in this sequence was filed on 01 Mar 2023.
Current net transaction value: +$430,612.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WTRG transaction

Common Stock

Award

Transaction value: $0
Shares: +6,439
Change %: +12%
Price: $0.000000
Shares after: 59,509
Date: 24 Jan 2024
Ownership: Direct
Footnotes: F1

WTRG holding

Common Stock 401k

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,000
Date: 24 Jan 2024
Ownership: 401k
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WTRG transaction Derivative

Stock Options (Right to Buy)

Award

Transaction value: $430,612
Shares: +12,035
Change %
Price: $35.78
Shares after: 12,035
Date: 24 Jan 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 12,035
Exercise price: $35.78
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Represents award of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units vest on 01/24/2027.

Footnote F2

Includes shares acquired under the Company's 401k plan since the last filing.

Footnote F3

Grant of 12,035 shares of stock options which vest one-third each year on the anniversary of the grant, subject to achievement of designated performance goals.