{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-10T20:40:44.627768+00:00","company":{"ticker":"HTO","cik":766829,"company_name":"H2O AMERICA"},"pagination":{"limit":100,"returned":52,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"contract_counterparty":[{"display_name":"J.P. Morgan Securities LLC, Janney Montgomery Scott LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC","detail":"atm_program","count":1,"first_seen":"2023-03-02T23:59:59+00:00","last_seen":"2023-03-02T23:59:59+00:00","evidence_fact_ids":[174632]},{"display_name":"JPMorgan Chase Bank, N.A.","detail":"credit_facility","count":1,"first_seen":"2023-08-02T23:59:59+00:00","last_seen":"2023-08-02T23:59:59+00:00","evidence_fact_ids":[125430]}]},"facts":[{"fact_type":"executive_change","fact_key":"70d8df3dba","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2026-06-12T21:21:39+00:00","payload":{"action":"separated","action_category":"departure","departure_tone":"routine","effective_date":"2026-07-03","interim":false,"role":null,"role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Kristen Johnson departed as other_named_officer at H2O AMERICA.","evidence_excerpt":"On June 10, 2026, Kristen Johnson and the Company mutually agreed that Ms. Johnson will separate from the Company, effective July 3, 2026.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-26-000024","anchor_url":"https://secwatch.observer/filing/0000766829-26-000024#claim-70d8df3dba","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682926000024/0000766829-26-000024-index.htm"},{"fact_type":"shareholder_vote","fact_key":"8c3eadc8cfbc8ff76770b946cf09e7f6f1d556e3","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2026-05-18T21:46:51+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-13","outcome":"passed","proposal_text":"Ratification of appointment of Independent Registered Public Accounting Firm","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"60,408","votes_against":"267,952","votes_for":"38,440,303","votes_withheld":null}]},"claim":"H2O AMERICA shareholders approved Ratification of appointment of Independent Registered Public Accounting Firm at the 2026-05-13 meeting.","evidence_excerpt":"Ratification of appointment of Independent Registered Public Accounting Firm: For Against Abstain Broker Non-Votes 38,440,303 267,952 60,408 0","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-036086","anchor_url":"https://secwatch.observer/filing/0001628280-26-036086#claim-8c3eadc8cfbc8ff76770b946cf09e7f6f1d556e3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000162828026036086/0001628280-26-036086-index.htm"},{"fact_type":"shareholder_vote","fact_key":"ee6ce5c97d6a5992656bfe72640a4e3f6c9b5d0d","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2026-05-18T21:46:51+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-13","outcome":"passed","proposal_text":"Approval, on an advisory basis, of the compensation of named executive officers as disclosed in the proxy statement","proposal_type":"say_on_pay","results":[{"broker_non_votes":"3,289,848","subject":null,"votes_abstain":"96,246","votes_against":"908,548","votes_for":"34,474,021","votes_withheld":null}]},"claim":"H2O AMERICA shareholders approved Approval, on an advisory basis, of the compensation of named executive officers as disclosed in the proxy statement at the 2026-05-13 meeting.","evidence_excerpt":"Approval, on an advisory basis, of the compensation of named executive officers as disclosed in the proxy statement: For Against Abstain Broker Non-Votes 34,474,021 908,548 96,246 3,289,848","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-036086","anchor_url":"https://secwatch.observer/filing/0001628280-26-036086#claim-ee6ce5c97d6a5992656bfe72640a4e3f6c9b5d0d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000162828026036086/0001628280-26-036086-index.htm"},{"fact_type":"shareholder_vote","fact_key":"57815e57ebdaf0eb433b70c793bd288b46d3d493","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2026-05-18T21:46:51+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-13","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"3,289,848","subject":"Carl Guardino","votes_abstain":"70,936","votes_against":"1,092,889","votes_for":"34,314,990","votes_withheld":null},{"broker_non_votes":"3,289,848","subject":"Mary Ann Hanley","votes_abstain":"37,195","votes_against":"1,200,874","votes_for":"34,240,746","votes_withheld":null},{"broker_non_votes":"3,289,848","subject":"Heather Hunt","votes_abstain":"44,406","votes_against":"469,384","votes_for":"34,965,025","votes_withheld":null},{"broker_non_votes":"3,289,848","subject":"Rebecca A. 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The increase was driven primarily by rate increases of $11.8 million, primarily in California,","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-26-027968","anchor_url":"https://secwatch.observer/filing/0001628280-26-027968#claim-a43137847dd66fa47b6b19e421886d4f9bad7ce9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000162828026027968/0001628280-26-027968-index.htm"},{"fact_type":"executive_change","fact_key":"9fb9722cf1","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2025-06-25T23:59:59+00:00","payload":{"action":"replaced","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-07-28","interim":false,"role":"Chief Accounting Officer","role_category":"other_named_officer","successor_name":"Megan Mattern","successor_named":true},"claim":"Ann P. Kelly changed role as Chief Accounting Officer at H2O AMERICA.","evidence_excerpt":"Ms. Mattern will replace Ms. Kelly in her role as Chief Accounting Officer and Principal Accounting Officer of the Company.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-25-000066","anchor_url":"https://secwatch.observer/filing/0000766829-25-000066#claim-9fb9722cf1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682925000066/0000766829-25-000066-index.htm"},{"fact_type":"executive_change","fact_key":"9cf19403da","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2025-06-25T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-07-28","interim":false,"role":"Chief Accounting Officer, Principal Accounting Officer, and Controller","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Megan Mattern was appointed as Chief Accounting Officer, Principal Accounting Officer, and Controller at H2O AMERICA.","evidence_excerpt":"On June 24, 2025, the Board of Directors (the “Board”) of H2O America (the “Company”) appointed Megan Mattern as the Chief Accounting Officer, Principal Accounting Officer, and Controller of the Company, effective July 28, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-25-000066","anchor_url":"https://secwatch.observer/filing/0000766829-25-000066#claim-9cf19403da","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682925000066/0000766829-25-000066-index.htm"},{"fact_type":"governance_change","fact_key":"45256afa3ef2423e653d35db38caef3436908601","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2025-05-20T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2025-05-14","item_codes_triggered":["5.03"],"summary_text":"Bylaws amended to update company name from SJW Group to H20 America."},"claim":"H2O AMERICA: Bylaws amended to update company name from SJW Group to H20 America (effective 2025-05-14).","evidence_excerpt":"The Company amended its bylaws effective May 14, 2025 in order to update the name of the Company as set forth in the bylaws from SJW Group to H20 America.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-25-000054","anchor_url":"https://secwatch.observer/filing/0000766829-25-000054#claim-45256afa3ef2423e653d35db38caef3436908601","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682925000054/0000766829-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"c8e0ea96dd","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2025-05-20T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2025-07-01","interim":false,"role":"Chief Executive Officer and President","role_category":"ceo","successor_name":"Andrew F. 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Zerhouni resigned as Senior Vice President of Finance, Principal Accounting Officer at H2O AMERICA.","evidence_excerpt":"On May 28, 2024, Mohammed (Rally) G. Zerhouni, Senior Vice President of Finance, Principal Accounting Officer of SJW Group (the “Company”), and of San Jose Water Company, SJWTX, Inc., SJWTX Holdings, Inc., and Connecticut Water Service, Inc., all wholly-owned subsidiaries of the Company, notified the Company of his intent to resign from the Company and its subsidiaries, effective June 14, 2024, in order to pursue another opportunity.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000766829-24-000058","anchor_url":"https://secwatch.observer/filing/0000766829-24-000058#claim-3ddd640a3d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000058/0000766829-24-000058-index.htm"},{"fact_type":"earnings_release","fact_key":"8a9b2a7c67093593af2edcc53251aa047b45159d","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2024-04-26T23:59:59+00:00","payload":{"eps_text":"$0.36","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$11.7 million","period_text":"the quarter ended March 31, 2024","report_date":"2024-04-25","result_type":"reported_results","revenue_text":"$149.4 million"},"claim":"H2O AMERICA reported the quarter ended March 31, 2024 results: revenue $149.4 million, net income $11.7 million, EPS $0.36. Guidance reaffirmed.","evidence_excerpt":"last year. Diluted EPS for the quarter ended March 31, 2024 was $0.36, or a 3% decrease compared to $0.37 in the same quarter last year. Operating revenue for first quarter was $149.4 million, compared to $137.3 million for the same quarter last year. The increase was largely driven by rate increases of $10 million, primarily in California, increases in the","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-24-000033","anchor_url":"https://secwatch.observer/filing/0000766829-24-000033#claim-8a9b2a7c67093593af2edcc53251aa047b45159d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000033/0000766829-24-000033-index.htm"},{"fact_type":"earnings_release","fact_key":"7406c93d946676d89bac79720778db3884e44548","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2024-02-22T23:59:59+00:00","payload":{"eps_text":"$2.68 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$85.0 million","period_text":"2023","report_date":"2024-01-01","result_type":"reported_results","revenue_text":"$670.4 million"},"claim":"H2O AMERICA reported 2023 results: revenue $670.4 million, net income $85.0 million, EPS $2.68 per diluted share.","evidence_excerpt":"by higher water production costs and increased interest expense from higher cost of borrowings for our short-term debt and new long-term debt. Operating revenue for 2023 was $670.4 million, up 8% compared to $620.7 million for 2022. The increase was primarily driven by $46.6 million in rate filings, $5.7 million due to regulatory mechanism adjustments, and customer","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-24-000020","anchor_url":"https://secwatch.observer/filing/0000766829-24-000020#claim-7406c93d946676d89bac79720778db3884e44548","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000020/0000766829-24-000020-index.htm"},{"fact_type":"governance_change","fact_key":"3a3b75992db0edbcd2aee9aa6a9c266615d4d819","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-12-15T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2023-12-11","item_codes_triggered":["5.03"],"summary_text":"Board adopted Amended and Restated Bylaws effective immediately, with changes related to universal proxy rules, special meeting procedures, proxy color, contested election definition, DGCL conformity, and other administrative updates."},"claim":"H2O AMERICA: Board adopted Amended and Restated Bylaws effective immediately, with changes related to universal proxy rules, special meeting procedures, proxy color, contested election definition, DGCL conformity, and other administrative updates (effective 2023-12-11).","evidence_excerpt":"On December 11, 2023, the Board of Directors (the “Board”) of SJW Group (the “Company”) adopted and approved, effective immediately, the Amended and Restated Bylaws of the Company (the “Amended and Restated Bylaws”) to, among other things: • require stockholders seeking to nominate directors pursuant to the universal proxy rules adopted by the Securities and Exchange Commission to comply with the requirements of those rules and provide reasonable evidence of such compliance upon request;","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000148","anchor_url":"https://secwatch.observer/filing/0000766829-23-000148#claim-3a3b75992db0edbcd2aee9aa6a9c266615d4d819","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000148/0000766829-23-000148-index.htm"},{"fact_type":"executive_change","fact_key":"e8417375c5","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-08-31T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-09-01","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Denise L. Kruger was appointed as Director at H2O AMERICA.","evidence_excerpt":"appointed Denise L. Kruger as a member of the Board, effective as of September 1, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-23-000127","anchor_url":"https://secwatch.observer/filing/0000766829-23-000127#claim-e8417375c5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000127/0000766829-23-000127-index.htm"},{"fact_type":"material_agreement","fact_key":"a32c02f1fdbca03ca6e86c7ad0ff9e4dcce8a227","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-08-02T23:59:59+00:00","payload":{"action":"amendment","agreement_name":"First Amendment to Credit Agreement","agreement_type":"credit_facility","counterparty":"JPMorgan Chase Bank, N.A., as Administrative Agent and a syndicate of banks","effective_date":"2023-08-02","item_codes_triggered":["1.01"],"value_text":null},"claim":"H2O AMERICA amended First Amendment to Credit Agreement with JPMorgan Chase Bank, N.A., as Administrative Agent and a syndicate of banks (effective 2023-08-02).","evidence_excerpt":"On August 2, 2023 (the “Closing Date”), SJW Group (the “Company”), San Jose Water Company, a wholly-owned subsidiary of the Company (“SJWC”), SJWTX, Inc., a wholly-owned subsidiary of the Company (“SJWTX”), and Connecticut Water Service, Inc., an indirect wholly-owned subsidiary of the Company (“CTWS”, and together with the Company, SJWC and SJWTX, the “Borrowers”), entered into a First Amendment to Credit Agreement (the “First Amendment”) to the Credit Agreement (the “ Existing Credit Agreement ”), dated August 2, 2022, among the Borrowers, and JPMorgan Chase Bank, N.A., as Administrative Agent and a syndicate of banks.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-23-201783","anchor_url":"https://secwatch.observer/filing/0001193125-23-201783#claim-a32c02f1fdbca03ca6e86c7ad0ff9e4dcce8a227","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000119312523201783/0001193125-23-201783-index.htm"},{"fact_type":"earnings_release","fact_key":"f9f3e87a8fb037e4a7468cf019de5885ed7d3329","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-07-31T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"the quarter ended June 30, 2023","report_date":"2023-07-31","result_type":"reported_results","revenue_text":null},"claim":"H2O AMERICA reported financial results for the quarter ended June 30, 2023.","evidence_excerpt":"On July 31, 2023, SJW Group announced its financial results for the quarter ended June 30, 2023. A copy of the press release announcing the financial results is attached hereto as Exhibit 99.1 and incorporated into this Item 2.02 of Form 8-K by reference.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000122","anchor_url":"https://secwatch.observer/filing/0000766829-23-000122#claim-f9f3e87a8fb037e4a7468cf019de5885ed7d3329","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000122/0000766829-23-000122-index.htm"},{"fact_type":"executive_change","fact_key":"b06e257d19","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-07-07T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2023-07-20","interim":false,"role":"President of San Jose Water Company","role_category":"president","successor_name":null,"successor_named":false},"claim":"Andrew R. Gere resigned as President of San Jose Water Company at H2O AMERICA.","evidence_excerpt":"Andrew R. Gere will be resigning his position as President of San Jose Water Company (“SJWC”), a wholly-owned subsidiary of the Company, effective July 20, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-23-183883","anchor_url":"https://secwatch.observer/filing/0001193125-23-183883#claim-b06e257d19","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000119312523183883/0001193125-23-183883-index.htm"},{"fact_type":"executive_change","fact_key":"bc90afb052","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-06-30T23:59:59+00:00","payload":{"action":"resigning","action_category":"departure","departure_tone":"routine","effective_date":"2023-07-20","interim":true,"role":"President of San Jose Water Company","role_category":"president","successor_name":null,"successor_named":false},"claim":"Andrew R. Gere departed as President of San Jose Water Company at H2O AMERICA.","evidence_excerpt":"On June 26, 2023, San Jose Water Company (“SJWC”) and Mr. Andrew R. Gere, President of SJWC, agreed Mr. Gere will be resigning from SJWC, effective July 20, 2023.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001193125-23-180586","anchor_url":"https://secwatch.observer/filing/0001193125-23-180586#claim-bc90afb052","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000119312523180586/0001193125-23-180586-index.htm"},{"fact_type":"earnings_release","fact_key":"276361306ede19d7295b8f1c50da4a4bd4028b97","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"eps_text":"$0.37 per share","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$11.5 million","period_text":"the quarter ended March 31, 2023","report_date":"2023-05-01","result_type":"reported_results","revenue_text":"$137.3 million"},"claim":"H2O AMERICA reported the quarter ended March 31, 2023 results: revenue $137.3 million, net income $11.5 million, EPS $0.37 per share. Guidance reaffirmed.","evidence_excerpt":"year. The increase was primarily driven by rate filings in California and Maine, and the delay in SJWC's 2022 GRC. Operating revenue for the quarter ended March 31, 2023 was $137.3 million, up 10% compared to $124.3 million for the same quarter last year. The increase was primarily driven by $17.4 million in rate filings and customer growth of $1.0 million;","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000766829-23-000106","anchor_url":"https://secwatch.observer/filing/0000766829-23-000106#claim-276361306ede19d7295b8f1c50da4a4bd4028b97","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000106/0000766829-23-000106-index.htm"},{"fact_type":"shareholder_vote","fact_key":"a2fe6bdd39b0b8be461d3248a60b535607cfd3d4","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-04-26","outcome":"passed","proposal_text":"Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting 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2,724,092","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000106","anchor_url":"https://secwatch.observer/filing/0000766829-23-000106#claim-0c2bccbba3e498ed35161f3af497228169b5ef61","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000106/0000766829-23-000106-index.htm"},{"fact_type":"shareholder_vote","fact_key":"bb1fc72807fc7e1391157438233dc6e6c41d0c67","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-04-26","outcome":"passed","proposal_text":"Approval of the 2023 Long-Term Incentive Plan","proposal_type":"equity_plan","results":[{"broker_non_votes":"2,724,092","subject":null,"votes_abstain":"38,540","votes_against":"1,777,511","votes_for":"22,850,992","votes_withheld":null}]},"claim":"H2O AMERICA shareholders approved Approval of the 2023 Long-Term Incentive Plan at the 2023-04-26 meeting.","evidence_excerpt":"Proposal 4: Approval of the 2023 Long-Term Incentive Plan: For Against Abstain Broker Non-Votes 22,850,992 1,777,511 38,540 2,724,092","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000106","anchor_url":"https://secwatch.observer/filing/0000766829-23-000106#claim-bb1fc72807fc7e1391157438233dc6e6c41d0c67","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000106/0000766829-23-000106-index.htm"},{"fact_type":"shareholder_vote","fact_key":"83a0084cbc10f70cf22ae2b45a1de213364cc33d","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-04-26","outcome":"passed","proposal_text":"Advisory vote on frequency of stockholder vote on executive 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2,724,092","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000106","anchor_url":"https://secwatch.observer/filing/0000766829-23-000106#claim-83a0084cbc10f70cf22ae2b45a1de213364cc33d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000106/0000766829-23-000106-index.htm"},{"fact_type":"shareholder_vote","fact_key":"e71263692ad0b2786ec1437f39d757d4d9818998","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-04-26","outcome":"passed","proposal_text":"Advisory approval of the compensation of named executive officers","proposal_type":"say_on_pay","results":[{"broker_non_votes":"2,724,092","subject":null,"votes_abstain":"51,348","votes_against":"1,419,771","votes_for":"23,195,924","votes_withheld":null}]},"claim":"H2O AMERICA shareholders approved Advisory approval of the compensation of named executive officers at the 2023-04-26 meeting.","evidence_excerpt":"Proposal 2: Approval, on an advisory basis, of the compensation of named executive officers as disclosed in the proxy statement: For Against Abstain Broker Non-Votes 23,195,924 1,419,771 51,348 2,724,092","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000106","anchor_url":"https://secwatch.observer/filing/0000766829-23-000106#claim-e71263692ad0b2786ec1437f39d757d4d9818998","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000106/0000766829-23-000106-index.htm"},{"fact_type":"shareholder_vote","fact_key":"f400a99a70ec0901da61c4840ed725a8b2195c2c","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-04-26","outcome":"passed","proposal_text":"Election of eight nominees to serve on the Board of 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Wallace","votes_abstain":"21,315","votes_against":"131,300","votes_for":"24,514,428","votes_withheld":null}]},"claim":"H2O AMERICA shareholders approved Election of eight nominees to serve on the Board of Directors at the 2023-04-26 meeting.","evidence_excerpt":"Proposal 1: Election of Directors: Name of Director For Against Abstain Broker Non-Votes Carl Guardino 24,417,028 231,580 18,435 2,724,092 Mary Ann Hanley 24,485,841 163,162 18,040 2,724,092 Heather Hunt 23,804,560 842,059 20,424 2,724,092 Rebecca A. Klein 23,991,764 656,684 18,595 2,724,092 Gregory P. Landis 23,891,424 752,247 23,372 2,724,092 Daniel B. More 23,955,385 689,192 22,466 2,724,092 Eric W. Thornburg 23,770,016 879,816 17,211 2,724,092 Carol P. 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Morgan Securities LLC, Janney Montgomery Scott LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC valued at $240,000,000 (effective 2023-03-01).","evidence_excerpt":"On March 1, 2023, SJW Group (the “Company”) entered into an Amendment No. 1 (the “Amendment No. 1”) to the equity distribution agreement, dated November 17, 2021 (the “Agreement”), between the Company and J.P. Morgan Securities LLC, Janney Montgomery Scott LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC (each a “Sales Agent” and, collectively, the “Sales Agents”), pursuant to which the Company increased the aggregate gross sales price of shares of the Company’s common stock, $0.001 par value per share (the “Shares”), that may be sold under the Agreement from $100,000,000 to $240,000,000 (the “Upsized Offering”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-23-057180","anchor_url":"https://secwatch.observer/filing/0001193125-23-057180#claim-dc4ede2542a7ca2117abff0f45ae1b27d4325e9b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000119312523057180/0001193125-23-057180-index.htm"},{"fact_type":"earnings_release","fact_key":"686169275d63bb7239b7adce77f4177f156eb3f8","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-02-23T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"the quarter ended December 31, 2022","report_date":"2022-12-31","result_type":"reported_results","revenue_text":"$171.4 million"},"claim":"H2O AMERICA reported the quarter ended December 31, 2022 results: revenue $171.4 million.","evidence_excerpt":"Operating revenue was $171.4 million for the quarter ended December 31, 2022, compared to $139.7 million for the same period in 2021.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000766829-23-000037","anchor_url":"https://secwatch.observer/filing/0000766829-23-000037#claim-686169275d63bb7239b7adce77f4177f156eb3f8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682923000037/0000766829-23-000037-index.htm"},{"fact_type":"earnings_release","fact_key":"60b4f0fa0c9a55fd64c6818a2bceceeb87c2e439","cik":766829,"ticker":"HTO","company_name":"H2O AMERICA","filed_at":"2023-02-23T23:59:59+00:00","payload":{"eps_text":"$2.43 diluted EPS","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$73.8 million","period_text":"the year ended 2022","report_date":null,"result_type":"reported_results","revenue_text":"$620.7 million"},"claim":"H2O AMERICA reported the year ended 2022 results: revenue $620.7 million, net income $73.8 million, EPS $2.43 diluted EPS.","evidence_excerpt":"SJW Group reported net income of $73.8 million in 2022, or $2.43 diluted EPS, compared to net income of $60.5 million, or $2.03 diluted EPS, in 2021. 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