| 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 Corp Sect, Gov & Assurance | VP Corp Sect & Chief of Staff | VP, Corp Sec & Chief of Staff +1 more
1 company
Michelle R Mortensen is VP Corp Sect, Gov & Assurance at CWT. Michelle R Mortensen'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 $639K at current prices.
Historically, Michelle R Mortensen's trades have earned a middling insider score of 61/100 across 4 rated trades. Over a 12-month horizon, all 3 of those trades were profitable, with an average 12-month return of +11.1%.
The CWT filings lean toward selling, a net 2,644 shares.
Michelle R Mortensen has 58 Form 4 filings on record from February 2019 to September 2026, all as VP Corp Sect, Gov & Assurance at California Water Service Group (CWT), 2019–2026.
The 101 reported transactions were 75 tax withholdings, 18 stock awards, 4 open-market sales and 4 dispositions back to the company.
Counted by filing, the open-market trades come to no purchases and 4 sales worth about $141K.
The largest open-market sale was 924 shares of CWT at an average $43.34 on December 23, 2025, about $40K.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 23, 2025 | CWT California Water Service Group | VP, Corp Sec & Chief of Staff | Sell | 924 | $43.34 | $40,046.16 | -7.4% | +3.3% | - | |
| Dec 12, 2023 | CWT California Water Service Group | Corporate Secretary | Sell | 675 | $52.56 | $35,478.00 | -7.0% | -8.9% | -7.1% | |
| Sep 22, 2022 | CWT California Water Service Group | Corporate Secretary | Sell | 615 | $56.74 | $34,895.10 | -6.7% | +8.3% | -14.8% | |
| Dec 15, 2021 | CWT California Water Service Group | Corporate Secretary | Sell | 430 | $70.75 | $30,422.50 | -5.1% | -18.1% | -11.5% |