---
schema_version: "secwatch.filing_event.v1"
accession: "0000766829-24-000087"
form_type: "8-K"
ticker: "HTO"
cik: "0000766829"
company_name: "H2O AMERICA"
filed_at: "2024-08-20T23:59:59+00:00"
generated_at: "2026-05-31T08:35:47.404868+00:00"
event_type: "regulatory"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# SJW's San Jose Water reaches settlement in 2025-2027 GRC; $450M capital budget approved

## Summary
- Settlement with CPUC's Public Advocates Office filed August 19, excludes two policy issues to be litigated.
- $450 million three-year capital budget for drinking water infrastructure approved.
- Recovery of $15.8 million from balancing and memorandum accounts allowed.
- CPUC decision expected Q4 2024; new rates effective January 1, 2025.
- Settlement aligns usage via lower sales forecast and greater service charge revenue.

## SEC filing metadata
- accession: 0000766829-24-000087
- form_type: 8-K
- ticker: HTO
- cik: 0000766829
- company_name: H2O AMERICA
- filed_at: 2024-08-20T23:59:59+00:00
- event_type: regulatory
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/766829/000076682924000087/0000766829-24-000087-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/766829/000076682924000087/sjw-20240820.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000766829-24-000087
- JSON: https://secwatch.observer/filing/0000766829-24-000087.json
- Plain text: https://secwatch.observer/filing/0000766829-24-000087.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.