MarketPeel
Insider Trading Intelligence
JL

James Patrick Lynch

CWT
SR. VP, CFO & TREASURER · CALIFORNIA WATER SERVICE GROUP · CIK 0001502013
FILING MIX · LIFETIME43%/57%
BUYS
6
SELLS
8
TOTAL VALUE
$213.8K
COMPANIES
1
ACTIVE SINCE
Mar 2024
HOLDINGS NOW
6,583
AVG SELL PX
$49.37
TRADE KIND
SHOWING 14 / 14
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by James Patrick Lynch, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+100.00%+2.69%-2.35%+5.04%+5.04%
14d1+100.00%+1.12%+0.41%+0.71%+0.71%
30d1+100.00%+1.87%+0.94%+0.92%+0.92%
60d1+100.00%+2.76%+0.93%+1.83%+1.83%
90d1+100.00%+2.66%-1.51%+4.17%+4.17%
180d1+100.00%+7.03%+7.25%-0.22%-0.22%
1y1(1 pending)
2y1(1 pending)
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CWT · 6,583.363 shares · as of Jun 5, 2026
01,6583,3164,9746,63220252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 6 buys / 8 sellsCOVERAGE · 10 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
49$45.82$2.2K6,583.363Jun 5, 2026Jun 8, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
49$45.24$2.2K6,632.363Jun 4, 2026Jun 8, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
56$45.78$2.6K6,205.699Mar 5, 2026Mar 9, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
226$46.99$10.6K6,261.699Mar 4, 2026Mar 5, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,6506,487.699Mar 3, 2026Mar 5, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASE
SVP CFO and Treasurer
550$42.80$23.5K4,618.9Dec 10, 2025Dec 11, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
48$44.88$2.2K4,068.9Dec 5, 2025Dec 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
SVP CFO and Treasurer
48$47.09$2.3K4,116.9Sep 5, 2025Sep 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Sr. VP, CFO & Treasurer
47$45.85$2.2K3,690.85Jun 5, 2025Jun 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Sr. VP, CFO & Treasurer
221$56.65$12.5K3,737.85Mar 5, 2025Mar 6, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,6533,958.85Mar 4, 2025Mar 6, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,616$49.62$80.2K2,015.85Jun 5, 2024Jun 6, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,616$45.37$73.3K1,981.68Mar 5, 2024Mar 7, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
0365.68Mar 5, 2024Mar 18, 2024View →
Other insiders · CWT
Loading peer insiders…
About this filer
CIK 0001502013
ROLE
Sr. VP, CFO & Treasurer
PRIMARY
CWT
COMPANIES
1
ACTIVE SINCE
Mar 2024
MARKETPEEL · /INSIDER/0001502013DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback