Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-19 · Built: 2026-10-19 · 中文

← United States · Coverage record

US · SEC FORM 4

H2O AMERICA

HTO · Nasdaq · CIK 0000766829 · Utilities · Utilities—Regulated Water

INSIDER SIGNAL

51.9 / 100

1 buyers · 4 purchase transaction lines · $2.3M gross purchase

WHY THIS SIGNAL?

Buyer breadthLow
Purchase sizeModerate
RoleModerate
RecencyLow
ConvictionStrong
Score anatomy

Each bar shows the contribution to the current score; the weights and formula stay unchanged.

Cluster+7.0 / 35
Purchase size+20.0 / 25
Role+14.0 / 20
Recency+1.8 / 10
Conviction+9.2 / 10

What is holding the score back?

  • ⚠ Cluster breadth is moderate · 1 insider(s), not 4+
  • ⚠ Role scores low · most senior buyer: TenPercentOwner (CEO, chair and 10% owners score lowest)
  • ⚠ Purchase activity is becoming less recent

Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.

US-v1.2 ranks qualifying equity purchases under the current 180-day rules. The score is a research priority, not a return forecast or probability. Backtests have not shown that a higher US score is followed by better returns.

Purchase breadth & concentration

QUALIFYING BUYERS1
PURCHASE CONCENTRATION100%Largest buyer: ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings Ltd · $2.3M
CLUSTER BUYING · 15D1 insiderPeak activity: 2026-05-29–2026-05-29

Roles in the peak window: TenPercentOwner. Concentration uses priced qualifying P lines only and does not change the saved score.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdTenPercentOwner
●▼●▼●●
Walters Andrew FChief Executive Officer
○○
WALLACE CAROL PDirector
○
Rowe Nick OrlandoDirector
○
KRUGER DENISE LDirector
○
KLEIN REBECCA ADirector
○
● Purchase▼ Sale○ Other

Showing the six most active owners; 6 additional owner(s) remain in Form 4 evidence.

SIGNAL HISTORY

51.9 / 100

Latest recorded score

→ +0.0 ptsversus the previous recorded snapshot
  1. 52.1
  2. 52.1
  3. 52.0
  4. 51.9
  5. 51.9

Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.

Recent Form 4 activity

6Purchases
3Sales
37Other Form 4 lines
32SEC filings · 365 days
BUYING4 qualifying P line(s) · 180 days
SELLING2 sale line(s) · context only
OTHER12 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.

Price performance

1M
-7.2%
3M
-6.4%
6M
-2.0%
12M
+21.8%

Volatility & liquidity

Volatility
24.2%
Beta
—
Avg daily value
USD 25.8M

Valuation

Market cap
USD 2.4B
P/E
23.9×

Fundamentals

Profit margin
12.8%
ROE
6.7%
Industry
Utilities—Regulated Water

Market data

Price data up to: 2026-10-11 · Price source: OpenBB/yfinance; volume from price cache (yfinance) · From SEC filings: Market cap, P/E, Profit margin, ROE · Fiscal year ended: 2025-12-31 · Market cap is the shares outstanding stated on the filing cover multiplied by the latest close. Share count date: 2026-07-24 · Status: PASS

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
2,012,314
Previous report
5,158,832
Avg daily volume
519,102
Days to cover
3.9

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
2026-07-01ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,132USD 60.76USD 129,540SEC filing ↗
2026-05-29ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock31,001USD 57.62USD 1,786,278SEC filing ↗
2026-04-10GIP ATLAS Holdings LtdPurchase (P)Common Stock50,385USD 59.06USD 2,975,738SEC filing ↗
2026-04-10ATLAS Infrastructure Partners (UK) Ltd.Purchase (P)Common Stock50,385USD 59.06USD 2,975,738SEC filing ↗
2020-06-01More Daniel B.Purchase (P)Common Stock29USD 62.97USD 1,826SEC filing ↗
2020-03-04HANLEY MARY ANNPurchase (P)Common Stock345USD 65.28USD 22,522SEC filing ↗
2020-03-02Gere AndrewPurchase (P)Common Stock36USD 65.34USD 2,352SEC filing ↗
2020-03-02More Daniel B.Purchase (P)Common Stock23USD 61.38USD 1,412SEC filing ↗

Form 4 evidence

46 transaction lines in the latest 365-day window; 441 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-07-30Mattern MeganTax withholding (F)Common Stock1,154USD 61.97USD 71,513SEC filing ↗
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-07-30Mattern MeganTax withholding (F)Common Stock1,154USD 61.97USD 71,513SEC filing ↗
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
2026-07-07ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,784USD 62.03USD 172,692SEC filing ↗
2026-07-01Walters Andrew FD (D)Common Stock374USD 60.74USD 22,717SEC filing ↗
2026-07-01Kelly Ann PTax withholding (F)Common Stock88USD 60.74USD 5,345SEC filing ↗
2026-07-01ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdSale (S)Common Stock1,686USD 60.74USD 102,408SEC filing ↗
2026-07-01ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock2,132USD 60.76USD 129,540SEC filing ↗
2026-06-05Walters Andrew FGift (G)Common Stock3,508USD 0.00USD 0SEC filing ↗
2026-05-29ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdSale (S)Common Stock1,435USD 57.52USD 82,541SEC filing ↗
2026-05-29ATLAS Infrastructure Partners (UK) Ltd.; GIP ATLAS Holdings LtdPurchase (P)Common Stock31,001USD 57.62USD 1,786,278SEC filing ↗
2026-05-13WALLACE CAROL PAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13Rowe Nick OrlandoAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13More Daniel B.Award / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13KRUGER DENISE LAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13KLEIN REBECCA AAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13Heather HuntAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13HANLEY MARY ANNAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-05-13Guardino CarlAward / grant (A)Common Stock1,947USD 0.00USD 0SEC filing ↗
2026-04-10GIP ATLAS Holdings LtdPurchase (P)Common Stock50,385USD 59.06USD 2,975,738SEC filing ↗
2026-04-10ATLAS Infrastructure Partners (UK) Ltd.Purchase (P)Common Stock50,385USD 59.06USD 2,975,738SEC filing ↗
2026-03-01Rowe Nick OrlandoAward / grant (A)Common Stock505USD 0.00USD 0SEC filing ↗
2026-02-27Walters Andrew FTax withholding (F)Common Stock605USD 53.79USD 32,543SEC filing ↗
2026-02-27Walters Andrew FAward / grant (A)Common Stock7,654USD 0.00USD 0SEC filing ↗
2026-02-27Mattern MeganAward / grant (A)Common Stock2,166USD 0.00USD 0SEC filing ↗
2026-02-27Kelly Ann PAward / grant (A)Common Stock1,707USD 0.00USD 0SEC filing ↗
2026-02-27Johnson A KristenTax withholding (F)Common Stock470USD 53.79USD 25,281SEC filing ↗
2026-02-27Johnson A KristenAward / grant (A)Common Stock2,575USD 0.00USD 0SEC filing ↗
2026-02-27Hauk Bruce ATax withholding (F)Common Stock378USD 53.79USD 20,333SEC filing ↗
2026-02-27Hauk Bruce AAward / grant (A)Common Stock4,246USD 0.00USD 0SEC filing ↗
2026-02-27Brown Willie D. Jr.Tax withholding (F)Common Stock521USD 53.79USD 28,025SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-19
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerHTO
CIK0000766829
SectorUtilities
IndustryUtilities—Regulated Water Yahoo Finance
SEC SIC4941 Water Supply
ExchangeNasdaq

Data coverage

Local Form 4 history441 transaction lines from 2020-01-02 to 2026-07-30
11 P purchase lines · 45 S sale lines · 385 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.