| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
SVP CFO and Treasurer | Sr. VP, CFO & Treasurer | Senior VP, CFO & Treasurer +2 more
2 companies
James Patrick Lynch is Chief Accounting Officer at HTO and has filed Form 4s across 2 companies. James Patrick Lynch's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.9M at current prices.
Historically, James Patrick Lynch's trades have earned a below-average insider score of 45/100 across 5 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of +2.4%.
The biggest single holding is HTO (~$1.5M) as Chief Accounting Officer. The HTO filings lean toward selling, a net 8,760 shares.
James Patrick Lynch has 66 Form 4 filings on record from January 2015 to September 2026, across 2 companies: SVP CFO and Treasurer at California Water Service Group (CWT), 2024–2026; Chief Accounting Officer at H2o America (HTO), 2015–2022.
The 119 reported transactions were 47 open-market sales, 33 tax withholdings, 19 stock awards and 16 other transactions, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 2 purchases worth about $32K and 16 sales worth about $588K.
The largest open-market purchase was 550 shares of CWT at an average $42.80 on December 10, 2025, about $24K.
The largest open-market sale was 1,000 shares of HTO at an average $71.16 on December 10, 2019, about $71K.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 10, 2025 | CWT California Water Service Group | SVP CFO and Treasurer | Buy | 550 | $42.80 | $23,540.00 | +13.5% | +2.7% | - | |
| Nov 3, 2022 | HTO H2o America | Chief Accounting Officer | Sell | 709 | $67.27 | $47,694.43 | -2.7% | +15.9% | -5.6% | |
| Oct 20, 2022 | HTO H2o America | Chief Accounting Officer | Sell | 803 | $63.47 | $50,966.41 | -3.0% | +28.4% | -4.3% | |
| Oct 6, 2022 | HTO H2o America | Chief Accounting Officer | Sell | 620 | $61.00 | $37,820.00 | -2.3% | +38.4% | +0.3% | |
| Sep 22, 2022 | HTO H2o America | Chief Accounting Officer | Sell | 533 | $62.35 | $33,232.55 | -1.9% | +29.2% | +0.2% | |
| Dec 10, 2020 | HTO H2o America | Cfo/ Treasurer | Sell | 1,000 | $67.93 | $67,930.00 | -4.2% | - | - | |
| Apr 14, 2020 | HTO H2o America | Cfo/ Treasurer | Sell | 705 | $63.67 | $44,884.50 | -2.9% | - | - | |
| Mar 10, 2020 | HTO H2o America | Cfo/ Treasurer | Sell | 800 | $65.99 | $52,788.00 | -3.2% | - | - | |
| Feb 11, 2020 | HTO H2o America | Cfo/ Treasurer | Sell | 800 | $73.00 | $58,398.00 | -3.2% | - | - | |
| Jan 14, 2020 | HTO H2o America | Cfo/ Treasurer | Sell | 1,000 | $69.88 | $69,882.00 | -3.8% | - | - |