Quick Takeaways
- HTO - H2O AMERICA has 28 insiders with reported activity on this page.
- Net insider value flow over the last year: +$2,876,757.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 28 Insiders of H2O AMERICA
- Symbol
- HTO on Nasdaq
- Location
- San Jose, CA
What Changed
- Buy value: $2,975,919; sell value: $99,162.
- Net share flow: +48,285.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$2,876,757.
Buys
$2,975,919
Shares: 50,385
Insiders: 1
Sells
$99,162
Shares: 2,100
Insiders: 1
Net
+$2,876,757
Shares: +48,285
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 50,385 | 0 | $2,975,919 | $0 | +$2,975,919 |
| 3-6 | 0 | 2,100 | $0 | $99,162 | -$99,162 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
H2O AMERICA executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd. | 10%+ Owner | $270,657,116 | +$2,975,919 | +1.1% | Filing P/S | 10 Apr 2026 |
| Robert A. van Valer | Former 10% Owner | $6,077,172 | Mixed | 01 Feb 2023 | ||
| Eric W. Thornburg | President & CEO, Director | $4,130,276 | Mixed | 28 Feb 2025 | ||
| Maureen P. Westbrook | President of CTWS | $2,612,778 | Mixed | 29 Dec 2022 | ||
| Andrew Gere | President of SJWC | $1,642,465 | Mixed | 28 Feb 2023 | ||
| Andrew F. Walters | Chief Executive Officer, Director | $1,637,440 | -$99,162 | -5.7% | Mixed | 27 Feb 2026 |
| James P. Lynch | Chief Accounting Officer | $1,625,278 | Mixed | 03 Nov 2022 | ||
| Walter J. Bishop | Director | $1,011,639 | Mixed | 27 Apr 2022 | ||
| Bruce A. Hauk | President and COO | $893,774 | Mixed | 27 Feb 2026 | ||
| Daniel B. More | Director | $809,883 | Mixed | 14 May 2025 | ||
| Kristen A. Johnson | Chief Administrative Officer | $783,451 | Mixed | 27 Feb 2026 | ||
| Megan Mattern | CAO, PAO and Controller | $782,274 | Mixed | 27 Feb 2026 | ||
| Willie D. Brown Jr. | VP & Gen Counsel | $729,069 | Mixed | 27 Feb 2026 | ||
| Tanya Moniz-Witten | President, San Jose Water Co. | $726,952 | Mixed | 30 Apr 2025 | ||
| Gregory P. Landis | Director | $684,960 | Mixed | 14 May 2025 | ||
| Ann P. Kelly | CFO and Treasurer | $532,486 | Mixed | 27 Feb 2026 | ||
| Mary Ann Hanley | Director | $515,526 | Mixed | 14 May 2025 | ||
| Carol P. Wallace | Director | $497,068 | Mixed | 14 May 2025 | ||
| Heather Hunt | Director | $497,068 | Mixed | 14 May 2025 | ||
| Craig J. Patla | President of CTWS | $421,663 | Mixed | 02 Jun 2025 | ||
| Rebecca A. Klein | Director | $388,463 | Mixed | 14 May 2025 | ||
| Carl Guardino | Director | $384,772 | Mixed | 14 May 2025 | ||
| Wendy Avila-Walker | VP of Finance, Controller | $373,732 | Mixed | 04 Jan 2022 | ||
| Denise L. Kruger | Director | $266,216 | Mixed | 14 May 2025 | ||
| Mohammed Ghali Zerhouni | SVP of Fin., Prin. Acct. Ofcr. | $215,268 | Mixed | 01 Feb 2024 | ||
| Douwe Busschops | Chief Information Officer | $102,137 | Mixed | 02 Jan 2025 | ||
| Katharine Armstrong | Director | $101,962 | Mixed | 07 Dec 2021 | ||
| Nick O Rowe | Director | $26,719 | Mixed | 01 Mar 2026 |
Top shareholders of H2O AMERICA (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
17%
from 13D/G
|
6,655,180
|
$326,037,275 | — | 31 Dec 2025 | |
| ATLAS Infrastructure Partners (UK) Ltd. |
3/4/5
13D/G
13F
|
10%+ Owner · Company |
11%
from 13D/G
|
4,582,469
|
$270,657,116 | +$2,975,919 | 10 Apr 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.5%
|
2,731,868
|
$133,834,213 | — | 31 Dec 2025 | |
| Amundi |
13F
13D/G
|
Individual |
4.8%
from 13D/G
|
1,712,886
|
$83,936,749 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13D/G
13F
|
STATE STREET CORPORATION · Company |
4%
|
1,347,452
|
$73,260,965 | -$25,246,166 | 31 Mar 2025 | |
| Cerity Partners LLC |
13F
|
Company |
3.5%
|
1,445,802
|
$70,829,902 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.3%
|
1,368,180
|
$67,027,255 | — | 31 Dec 2025 | |
| NUANCE INVESTMENTS, LLC |
13F
|
Company |
2.2%
|
906,724
|
$44,420,404 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
831,812
|
$40,757,758 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.6%
|
658,935
|
$32,281,752 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.5%
|
646,559
|
$31,674,925 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
1.4%
|
568,822
|
$27,877,808 | — | 31 Dec 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
1.3%
|
544,544
|
$26,677,000 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.2%
|
502,393
|
$24,612,232 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.2%
|
482,535
|
$23,639,389 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.1%
|
468,342
|
$22,944,075 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
433,757
|
$21,249,755 | — | 31 Dec 2025 | |
| KBC Group NV |
13F
|
Company |
1%
|
417,891
|
$20,472,000 | — | 31 Dec 2025 | |
| ANTIPODES PARTNERS Ltd |
13F
|
Company |
0.92%
|
383,905
|
$18,808,916 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.82%
|
342,958
|
$16,801,513 | — | 31 Dec 2025 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.66%
|
276,841
|
$13,562,441 | — | 31 Dec 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.61%
|
254,823
|
$12,483,779 | — | 31 Dec 2025 | |
| Resolution Capital Ltd |
13F
|
Company |
0.56%
|
234,455
|
$11,485,950 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.47%
|
196,911
|
$9,646,670 | — | 31 Dec 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.44%
|
183,639
|
$8,996,475 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.44%
|
183,106
|
$8,970,354 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.44%
|
182,787
|
$8,954,735 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.4%
|
166,238
|
$8,188,884 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.38%
|
158,701
|
$7,774,763 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.37%
|
154,671
|
$7,577,333 | — | 31 Dec 2025 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.35%
|
147,655
|
$7,233,618 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.33%
|
136,876
|
$6,705,555 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.32%
|
134,572
|
$6,592,682 | — | 31 Dec 2025 | |
| Robert A. van Valer |
3/4/5
|
Former 10% Owner |
—
class O/S missing
|
94,410
|
$6,077,172 | — | 01 Feb 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.28%
|
115,719
|
$5,669,074 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.28%
|
115,268
|
$5,646,979 | — | 31 Dec 2025 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.27%
|
112,841
|
$5,528,081 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.27%
|
112,387
|
$5,505,840 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.24%
|
101,216
|
$4,958,567 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.24%
|
101,201
|
$4,957,820 | — | 31 Dec 2025 | |
| Yaupon Capital Management LP |
13F
|
Company |
0.24%
|
99,884
|
$4,893,317 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.23%
|
96,903
|
$4,747,280 | — | 31 Dec 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.21%
|
87,876
|
$4,305,489 | — | 31 Dec 2025 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.21%
|
85,761
|
$4,201,431 | — | 31 Dec 2025 | |
| Eric W. Thornburg |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
78,418
|
$4,130,276 | — | 28 Feb 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.2%
|
84,000
|
$4,115,160 | — | 31 Dec 2025 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.2%
|
81,927
|
$4,013,604 | — | 31 Dec 2025 | |
| BW Gestao de Investimentos Ltda. |
13F
|
Company |
0.19%
|
81,202
|
$3,978,086 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.18%
|
76,822
|
$3,763,510 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.18%
|
73,597
|
$3,605,531 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for H2O AMERICA
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd. | HTO | Common Stock | Purchase | 1.11% | $2,975,919 | $59.06 | 50,385 | 4,582,469 | 10 Apr 2026 | Direct |
| Kristen A. Johnson | HTO | Common Stck | Award | 0.81% | 145 | 18,021 | 02 Mar 2026 | Direct | ||
| Nick O Rowe | HTO | Common Stock | Award | 505 | 505 | 01 Mar 2026 | Direct | |||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -3.7% | -521 | 13,554 | 27 Feb 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Award | 23.2% | 2,647 | 14,075 | 27 Feb 2026 | Direct | ||
| Megan Mattern | HTO | Common Stock | Award | 17.2% | 2,166 | 14,785 | 27 Feb 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -3.13% | -470 | 14,565 | 27 Feb 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Award | 20.7% | 2,575 | 15,035 | 27 Feb 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -2.22% | -378 | 16,616 | 27 Feb 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Award | 33.3% | 4,246 | 16,994 | 27 Feb 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Award | 20.4% | 1,707 | 10,064 | 27 Feb 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -1.95% | -605 | 30,343 | 27 Feb 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Award | 32.9% | 7,654 | 30,948 | 27 Feb 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -1.53% | -178 | 11,428 | 03 Jan 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -0.92% | -216 | 23,294 | 03 Jan 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -1.27% | -160 | 12,460 | 03 Jan 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -1.18% | -152 | 12,748 | 03 Jan 2026 | Direct | ||
| Willie D. Brown Jr. | HTO | Common Stock | Tax liability | -4.64% | -565 | 11,606 | 02 Jan 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Tax liability | -2.34% | -200 | 8,357 | 02 Jan 2026 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Tax liability | -2.82% | -682 | 23,510 | 02 Jan 2026 | Direct | ||
| Kristen A. Johnson | HTO | Common Stock | Tax liability | -3.91% | -514 | 12,620 | 02 Jan 2026 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -6.34% | -873 | 12,900 | 02 Jan 2026 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Tax liability | -6.36% | -581 | 8,557 | 01 Dec 2025 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0.9% | 159 | 17,876 | 01 Dec 2025 | Direct | ||
| Andrew F. Walters | HTO | Common Stock | Sale | -7.99% | $99,162 | $47.22 | -2,100 | 24,192 | 13 Nov 2025 | Direct |
| Kristen A. Johnson | HTO | Common Stck | Award | 0.86% | 151 | 17,717 | 02 Sep 2025 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Tax liability | -0.84% | -116 | 13,773 | 22 Aug 2025 | Direct | ||
| Megan Mattern | HTO | Common Stock | Award | 12,619 | 12,619 | 30 Jul 2025 | Direct | |||
| Kristen A. Johnson | HTO | Common Stock | Award | 18.4% | 2,037 | 13,134 | 01 Jul 2025 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0 | 17,566 | 01 Jul 2025 | Direct | |||
| Andrew F. Walters | HTO | Common Stock | Award | 15.8% | 3,580 | 26,292 | 01 Jul 2025 | Direct | ||
| Bruce A. Hauk | HTO | Common Stock | Award | 17.6% | 2,076 | 13,889 | 01 Jul 2025 | Direct | ||
| Ann P. Kelly | HTO | Common Stock | Award | 11.6% | 952 | 9,138 | 01 Jul 2025 | Direct | ||
| Craig J. Patla | HTO | Common Stck | Award | 0.8% | 31 | 3,916 | 02 Jun 2025 | Direct | ||
| Kristen A. Johnson | HTO | Common Stck | Award | 0.81% | 141 | 17,566 | 02 Jun 2025 | Direct | ||
| Denise L. Kruger | HTO | Common Stock | Award | 79% | 2,196 | 4,976 | 14 May 2025 | Direct | ||
| Daniel B. More | HTO | Common Stock | Award | 121.2% | 2,196 | 4,008 | 14 May 2025 | Direct | ||
| Mary Ann Hanley | HTO | Common Stock | Award | 29.5% | 2,196 | 9,636 | 14 May 2025 | Direct | ||
| Gregory P. Landis | HTO | Common Stock | Award | 20.7% | 2,196 | 12,803 | 14 May 2025 | Direct | ||
| Carl Guardino | HTO | Common Stock | Award | 44% | 2,196 | 7,192 | 14 May 2025 | Direct | ||
| Heather Hunt | HTO | Common Stock | Award | 31% | 2,196 | 9,291 | 14 May 2025 | Direct | ||
| Rebecca A. Klein | HTO | Common Stock | Award | 43.4% | 2,196 | 7,261 | 14 May 2025 | Direct | ||
| Carol P. Wallace | HTO | Common Stock | Award | 31% | 2,196 | 9,291 | 14 May 2025 | Direct | ||
| Tanya Moniz-Witten | HTO | Common Stock | Tax liability | -8.03% | -1,118 | 12,812 | 30 Apr 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.