| 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 |
|---|---|---|---|---|---|---|---|---|---|
VP, CEO and Treasurer | VP, Controller
1 company
David B Healey last filed a Form 4 in March 2024, as VP, CEO and Treasurer at CWT. David B Healey's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, David B Healey's trades have earned a middling insider score of 61/100 across 10 rated trades. Over a 12-month horizon, 70.0% of those trades were profitable, with an average 12-month return of +5.7%.
At the last filing, the largest reported position was 2,381 shares of CWT. The CWT filings lean toward selling, a net 7,350 shares.
David B Healey has 43 Form 4 filings on record from February 2019 to March 2024, all as VP, CEO and Treasurer at California Water Service Group (CWT), 2019–2024.
The 74 reported transactions were 46 tax withholdings, 14 open-market sales, 10 stock awards and 4 dispositions back to the company.
Counted by filing, the open-market trades come to no purchases and 14 sales worth about $402K.
The largest open-market sale was 1,000 shares of CWT at an average $53.00 on November 16, 2020, about $53K.
Shares as reported in the last Form 4 for each company; the most recent is from March 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 7, 2022 | CWT California Water Service Group | VP, Controller | Sell | 200 | $60.00 | $12,000.00 | -1.4% | +4.3% | -15.8% | |
| Nov 2, 2022 | CWT California Water Service Group | VP, Controller | Sell | 300 | $59.78 | $17,934.00 | -2.0% | +4.6% | -13.2% | |
| Sep 12, 2022 | CWT California Water Service Group | VP, Controller | Sell | 300 | $59.85 | $17,955.00 | -2.0% | +6.9% | -18.3% | |
| Aug 30, 2022 | CWT California Water Service Group | VP, Controller | Sell | 300 | $60.54 | $18,162.00 | -1.9% | +10.4% | -13.4% | |
| Jun 6, 2022 | CWT California Water Service Group | VP, Controller | Sell | 200 | $55.12 | $11,024.00 | -1.3% | +5.7% | +4.8% | |
| Jun 2, 2022 | CWT California Water Service Group | VP, Controller | Sell | 300 | $55.00 | $16,500.00 | -1.9% | +6.4% | +5.7% | |
| May 17, 2022 | CWT California Water Service Group | VP, Controller | Sell | 500 | $53.15 | $26,575.00 | -3.0% | +18.8% | +6.3% | |
| Sep 2, 2021 | CWT California Water Service Group | VP, Controller | Sell | 250 | $65.12 | $16,280.00 | -1.6% | -1.8% | -8.7% | |
| Aug 4, 2021 | CWT California Water Service Group | VP, Controller | Sell | 500 | $63.77 | $31,885.00 | -3.2% | -3.3% | -3.5% | |
| Jun 7, 2021 | CWT California Water Service Group | VP, Controller | Sell | 500 | $57.00 | $28,500.00 | -3.1% | +14.0% | -1.2% |