MarketPeel
Insider Trading Intelligence
MM

Michelle R. Mortensen

CWT
CORPORATE SECRETARY · CALIFORNIA WATER SERVICE GROUP · CIK 0001629473
FILING MIX · LIFETIME19%/81%
BUYS
17
SELLS
71
TOTAL VALUE
$946.6K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
12,954
AVG SELL PX
$51.22
TRADE KIND
SHOWING 88 / 88
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Michelle R. Mortensen, 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
7d4+50.00%-0.47%-0.18%-0.29%-0.39%
14d4+25.00%-0.82%+1.25%-2.07%-1.95%
30d4+75.00%-5.27%+0.58%-5.85%-8.36%
60d4+50.00%-2.24%+1.93%-4.16%-2.23%
90d4+50.00%-3.88%+0.11%-3.99%-2.21%
180d4+75.00%-8.67%+3.13%-11.79%-8.35%
1y4(1 pending)+100.00%-11.12%+11.18%-22.30%-31.60%
2y4(1 pending)+100.00%-15.53%+37.02%-52.54%-61.02%
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 · 12,953.8 shares · as of Jun 5, 2026
03,4246,84910,27313,698202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 17 buys / 71 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect, Gov & Assurance
73$45.82$3.3K12,953.8Jun 5, 2026Jun 8, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect, Gov & Assurance
74$45.24$3.3K13,026.8Jun 4, 2026Jun 8, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
534$45.59$24.3K13,163.8Mar 7, 2026Mar 9, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
63$45.59$2.9K13,100.8Mar 7, 2026Mar 9, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
90013,697.8Mar 7, 2026Mar 9, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
80$45.78$3.7K12,797.8Mar 5, 2026Mar 9, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
327$46.99$15.4K12,877.8Mar 4, 2026Mar 5, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,65013,204.8Mar 3, 2026Mar 5, 2026View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
924$43.34$40.0K11,511.8Dec 23, 2025Dec 23, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
57$44.88$2.6K12,435.8Dec 7, 2025Dec 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
73$44.88$3.3K12,492.8Dec 5, 2025Dec 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
57$47.09$2.7K12,565.8Sep 7, 2025Sep 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP Corp Sect & Chief of Staff
73$47.09$3.4K12,622.8Sep 5, 2025Sep 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$45.62$2.6K12,695.8Jun 7, 2025Jun 10, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
71$45.85$3.3K12,752.8Jun 5, 2025Jun 9, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
63$47.90$3.0K12,823.8Mar 7, 2025Mar 11, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
319$46.65$14.9K12,886.8Mar 5, 2025Mar 6, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,65313,205.8Mar 4, 2025Mar 5, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,81412,688.8Mar 3, 2025Mar 5, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
63$45.45$2.9K11,552.8Mar 3, 2025Mar 5, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
1,073$45.45$48.8K11,615.8Mar 3, 2025Mar 5, 2025View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$48.70$2.8K10,874.8Dec 9, 2024Dec 10, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$51.19$2.9K10,904.8Dec 2, 2024Dec 3, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$54.28$3.1K10,961.8Sep 9, 2024Sep 10, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$55.33$3.2K11,018.8Sep 3, 2024Sep 3, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
57$47.59$2.7K11,075.8Jun 7, 2024Jun 10, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,616$49.62$80.2K11,132.8Jun 5, 2024Jun 7, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
VP, Corp Sec &Chief of Staff
589,516.8Jun 1, 2024Jun 3, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
233$46.24$10.8K11,178Mar 7, 2024Mar 11, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,616$45.37$73.3K11,411Mar 5, 2024Mar 7, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
09,795Mar 5, 2024Mar 18, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
65$45.53$3.0K9,795Mar 3, 2024Mar 5, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
2,25811,194Mar 2, 2024Mar 5, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
1,334$45.43$60.6K9,860Mar 2, 2024Mar 5, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
64$45.43$2.9K8,936Mar 1, 2024Mar 5, 2024View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
675$52.56$35.5K8,983Dec 12, 2023Dec 12, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
58$51.69$3.0K9,658Dec 3, 2023Dec 4, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$61.69$3.5K9,716Dec 1, 2023Dec 4, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
58$50.10$2.9K9,773Sep 3, 2023Sep 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$50.10$2.9K9,831Sep 1, 2023Sep 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
58$57.89$3.4K9,888Jun 3, 2023Jun 5, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$56.12$3.2K9,946Jun 1, 2023Jun 5, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,275$58.83$75.0K10,003Mar 7, 2023Mar 9, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,4539,584Mar 3, 2023Mar 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
856$56.84$48.7K8,728Mar 3, 2023Mar 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
42$56.84$2.4K8,131Mar 3, 2023Mar 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
65$56.76$3.7K8,173Mar 2, 2023Mar 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
251$55.90$14.0K8,238Mar 1, 2023Mar 6, 2023View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$64.30$2.3K8,489Dec 3, 2022Dec 5, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$64.30$3.7K8,525Dec 2, 2022Dec 5, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
615$56.74$34.9K8,582Sep 22, 2022Sep 22, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$58.44$2.1K9,197Sep 3, 2022Sep 6, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$58.44$3.3K9,233Sep 2, 2022Sep 6, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$54.96$2.0K9,290Jun 3, 2022Jun 3, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$55.21$3.1K9,326Jun 2, 2022Jun 3, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,38910,177Mar 5, 2022Mar 7, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
43$58.63$2.5K8,788Mar 5, 2022Mar 7, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
794$58.63$46.6K9,383Mar 5, 2022Mar 7, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
41$57.01$2.3K8,831Mar 3, 2022Mar 7, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
257$56.90$14.6K8,872Mar 2, 2022Mar 3, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,2789,129Mar 1, 2022Mar 3, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
119$69.87$8.3K7,851Jan 4, 2022Jan 5, 2022View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
430$70.75$30.4K7,970Dec 15, 2021Dec 16, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
38$65.36$2.5K8,400Dec 5, 2021Dec 6, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$65.36$2.4K8,438Dec 3, 2021Dec 6, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
38$64.49$2.5K8,474Sep 5, 2021Sep 7, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$64.49$2.3K8,512Sep 3, 2021Sep 7, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
38$56.66$2.2K8,548Jun 5, 2021Jun 7, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
36$56.94$2.0K8,586Jun 3, 2021Jun 4, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
1,000$52.96$53.0K8,622Mar 6, 2021Mar 8, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
57$52.96$3.0K7,909Mar 6, 2021Mar 8, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,7139,622Mar 6, 2021Mar 8, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
43$52.96$2.3K7,966Mar 5, 2021Mar 8, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
165$53.21$8.8K8,009Mar 3, 2021Mar 4, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,3118,174Mar 2, 2021Mar 4, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
2036,863Jan 4, 2021Jan 6, 2021View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
56$49.46$2.8K6,660Dec 6, 2020Dec 8, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
42$49.46$2.1K6,716Dec 5, 2020Dec 8, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
56$45.88$2.6K6,758Sep 6, 2020Sep 8, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
42$45.88$1.9K6,814Sep 5, 2020Sep 8, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
55$48.45$2.7K6,856Jun 6, 2020Jun 9, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
42$48.45$2.0K6,911Jun 5, 2020Jun 9, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
55$54.37$3.0K6,953Mar 6, 2020Mar 9, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
166$53.99$9.0K7,008Mar 5, 2020Mar 9, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
8387,174Mar 3, 2020Mar 5, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,8367,513Feb 28, 2020Mar 3, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
69$47.96$3.3K5,677Feb 28, 2020Mar 3, 2020View →
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Corporate Secretary
1,177$47.96$56.4K6,336Feb 28, 2020Mar 3, 2020View →
Other insiders · CWT
Loading peer insiders…
About this filer
CIK 0001629473
ROLE
Corporate Secretary
PRIMARY
CWT
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001629473DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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