WAVEMAN · COMPANY

HTO · H2O America

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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HTO

Name: H2O AMERICA (HTO) insider trading and ownership data
Creator: WaveMan
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H2O AMERICA

UTILITIES · WATER SUPPLY · CIK 0000766829

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$8.0M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

173

13F, latest reported quarter

REVENUE GROWTH

+9.4%

XBRL, annual

NET MARGIN

12.7%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$8.0M over 180 days

+$372.5K over 90 days · +$8.0M of it by a 10%+ holder

more than 98% of Utilities

CONGRESS

no member of Congress has reported trading it

FUNDS

173 funds added or opened last quarter

below 57% of Utilities

REVENUE

+9.4% year over year

more than 56% of Utilities

MARGIN

12.7% net margin

more than 58% of Utilities

BUYBACKS

no share repurchases reported

SHORT

12.2% of shares outstanding short · 10.1 days to cover · settled 2026-07-31

more than 96% of Utilities

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

173 funds added or opened positions in the latest 13F quarter, of 316 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +34.0%

+34.0%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $8.0M bought by insiders over 180 days, 173 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

ED YORW OKLO CWST PCG QRHC RGCO WM VST TRGP ORA SMC

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, H2O AMERICA insiders bought a net $8.0M of stock across 9 Form 4 purchases and sales, with 2 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

ATLAS Infrastructure Partners (UK) Ltd.

—

BUY

2026-07-07

2,784.0

$172.7K

ATLAS Infrastructure Partners (UK) Ltd.

—

BUY

2026-07-07

2,784.0

$172.7K

ATLAS Infrastructure Partners (UK) Ltd.

—

SELL

2026-07-01

1,686.0

$102.4K

ATLAS Infrastructure Partners (UK) Ltd.

—

BUY

2026-07-01

2,132.0

$129.5K

ATLAS Infrastructure Partners (UK) Ltd.

—

SELL

2026-05-29

1,435.0

$82.5K

9 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 4 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

7,106,413.0 sh

$431.9M

ATLAS Infrastructure Partners (UK) Ltd.

4,612,035.0 sh

$280.3M

WELLINGTON MANAGEMENT GROUP LLP

1,995,839.0 sh

$121.3M

ANTIPODES PARTNERS Ltd

1,759,602.0 sh

$106.9M

VANGUARD CAPITAL MANAGEMENT LLC

1,574,377.0 sh

$95.7M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

North Star Dividend Fund

$2.1M POSITION · AS OF 2026-02-28

2.2%

KBI GLOBAL INVESTORS AQUARIUS FUND

$1.3M POSITION · AS OF 2026-04-30

2.2%

Invesco S&P SmallCap Utilities & Communication Services ETF

$299.7K POSITION · AS OF 2026-02-28

2.1%

Invesco S&P Global Water Index ETF

$17.9M POSITION · AS OF 2026-04-30

1.7%

Victory RS Partners Fund

$10.0M POSITION · AS OF 2026-03-31

1.7%

MOA SMALL CAP VALUE FUND

$5.9M POSITION · AS OF 2026-03-31

1.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Eric Thornburg

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2020

$3.2M

$2.3M

$1.5M

-0%

-13%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$805.6M	$736.3M	$678.2M	$586.9M
OPERATING INCOME	$177.5M	$170.5M	$149.4M	$131.0M
NET INCOME	$102.6M	$94.0M	$85.0M	$73.8M
EPS (DILUTED)	2.92	2.87	2.68	2.43
OPERATING CASH FLOW	$244.8M	$195.5M	$190.8M	$166.2M
CASH	$20.7M	$11.1M	$9.7M	$12.3M
LONG-TERM DEBT	$1.9B	$1.7B	$1.5B	$1.5B
DIVIDENDS PAID	$58.6M	$52.1M	$47.9M	$43.6M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE