| 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 Sec &Chief Of Staff | VP Corp Sect &Chief Of Staff | Corporate Secretary
1 company
Mortensen Michelle R serves as a VP, Corp Sec &Chief Of Staff at CWT. Across recent SEC filings that breaks down to 0 buys and 4 sells. Those positions are worth an estimated $582K at current prices.
Historically, Mortensen Michelle R's trades have earned a middling insider score of 61/100 across 4 rated trades. Over a 12-month horizon, 100.0% of those trades were profitable, with an average 12-month return of +11.1%.
The biggest single holding is CWT (~$582K) as VP, Corp Sec &Chief Of Staff. The recent filings there lean toward selling, a net 2,644 shares.
| 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% |