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Insider Trading Intelligence
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Caroline Ann Winn

AWR
DIRECTOR · AMERICAN STATES WATER CO · CIK 0001922699
FILING MIX · LIFETIME44%/56%
BUYS
8
SELLS
10
TOTAL VALUE
$2.18M
COMPANIES
2
ACTIVE SINCE
May 2024
HOLDINGS NOW
26,774
AVG SELL PX
$88.61
TRADE KIND
SHOWING 18 / 18
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 6 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Caroline Ann Winn, 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
7d3+33.33%+1.03%+1.13%-0.10%+0.47%
14d3+100.00%-0.52%+2.36%-2.88%-3.53%
30d3+66.67%-2.24%+2.38%-4.61%-7.19%
60d3+0.00%+4.69%+3.99%+0.70%-2.70%
90d3+0.00%+5.50%+4.15%+1.35%-0.94%
180d3+33.33%+2.95%+10.60%-7.65%-12.37%
1y3(3 pending)
2y3(3 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
AWR · 1,610.199 shares · as of May 19, 2026
04038051,2081,61020252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 8 buys / 10 sellsCOVERAGE · 9 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SRE
SEMPRA
SALE
Executive Vice President
100$89.85$9.0K33,063.81Jun 17, 2026Jun 17, 2026View →
SRE
SEMPRA
SALE
Executive Vice President
7,900$90.56$715.4K25,163.81Jun 17, 2026Jun 17, 2026View →
AWR
AMERICAN STATES WATER CO
PURCHASEGRANT
Stock grant
526.87$75.92$40.0K1,610.199May 19, 2026May 19, 2026View →
AWR
AMERICAN STATES WATER CO
SALE
0.0471,083.329Feb 14, 2026May 19, 2026View →
SRE
SEMPRA
PURCHASEGRANT
Stock grant
1,902.6333,254.85Jan 27, 2026Jan 28, 2026View →
SRE
SEMPRA
PURCHASEGRANT
Stock grant
2,623.4335,878.28Jan 27, 2026Jan 28, 2026View →
SRE
SEMPRA
SALE
Executive Vice President
1,575.06$87.11$137.2K34,303.22Jan 27, 2026Jan 28, 2026View →
SRE
SEMPRA
SALE
Executive Vice President
16.45$91.77$1.5K31,252.27Jan 15, 2026Jan 16, 2026View →
SRE
SEMPRA
PURCHASEGRANT
Stock grant
60,42960,429Jan 2, 2026Jan 5, 2026View →
SRE
SEMPRA
SALE
Executive Vice President
2,442.76$89.71$219.1K31,221.33Jan 2, 2026Jan 5, 2026View →
SRE
SEMPRA
SALE10b5-1
10b5-1 plan
500$91.70$45.9K33,664.09Nov 19, 2025Nov 19, 2025View →
SRE
SEMPRA
SALE10b5-1
10b5-1 plan
5,500$91.58$503.7K34,164.09Nov 18, 2025Nov 19, 2025View →
AWR
AMERICAN STATES WATER CO
PURCHASEGRANT
Stock grant
3.418$73.52$2511,083.376Sep 3, 2025May 19, 2026View →
SRE
SEMPRA
SALE
Executive Vice President
5,114$82.01$419.4K39,380.47Aug 14, 2025Aug 14, 2025View →
AWR
AMERICAN STATES WATER CO
PURCHASEGRANT
Stock grant
560.957$80.22$45.0K1,079.957May 20, 2025May 21, 2025View →
AWR
AMERICAN STATES WATER CO
SALE
0.287519May 19, 2025May 21, 2025View →
AWR
AMERICAN STATES WATER CO
PURCHASEGRANT
Stock grant
2.958$81.25$240519.287Sep 3, 2024May 21, 2025View →
AWR
AMERICAN STATES WATER CO
PURCHASEGRANT
Stock grant
516.329$77.47$40.0K516.329May 21, 2024May 22, 2024View →
Other insiders · AWR
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About this filer
CIK 0001922699
ROLE
Director
PRIMARY
AWR
COMPANIES
2
ACTIVE SINCE
May 2024
MARKETPEEL · /INSIDER/0001922699DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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