Ouyang Elissa Y 4
Research Summary
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California Water Service (CWT) VP Elissa Ouyang Surrenders 133 Shares for Taxes
What Happened Elissa Y. Ouyang, Vice President — Facilities, Fleet, Procurement & IT at California Water Service Group (CWT), had 133 shares withheld and surrendered to the company to satisfy tax-withholding obligations related to vested restricted stock awards. On 2026-06-04 she surrendered 67 shares at $45.24 ($3,031) and on 2026-06-05 she surrendered 66 shares at $45.82 ($3,024), for a combined value of roughly $6,055. These were tax-withholding transactions (code F), not open-market sales.
Key Details
- Transaction dates and prices:
- 2026-06-04: 67 shares withheld at $45.24 — $3,031
- 2026-06-05: 66 shares withheld at $45.82 — $3,024
- Total shares surrendered: 133; total value ≈ $6,055.
- Shares owned after the transaction: not specified in the filing.
- Footnotes:
- F1: Withheld shares to satisfy tax withholding from an RSA granted March 4, 2025.
- F3: Withheld shares to satisfy tax withholding from an RSA granted June 5, 2024.
- F2 notes that total holdings include shares acquired through the Employee Stock Purchase Program (ESPP).
- Filing date: 2026-06-08 (reporting period includes transactions on 2026-06-04 and 2026-06-05). The filing itself shows the transactions; no late-filing flag is indicated in the provided data.
Context
- These transactions are routine tax-withholding actions that occur when restricted stock vests; they are generally administrative and do not necessarily indicate management buying or selling stock for investment reasons.
- Code F denotes shares surrendered to the issuer to cover tax liabilities (not open-market sales).