James Patrick Lynch
CIK 1502013 · SVP CFO and Treasurer · last filed 2026-06-08
James Patrick Lynch is a SVP CFO and Treasurer who has filed 81 SEC Form 4 insider transactions across 2 companies since 2010. The most recent filing shows the insider had shares withheld for taxes covering $4.5K of CWT on Jun 8, 2026. Across all open-market trades the lifetime net is −$556.2K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $300.0K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$300.0K
2
81
-$556.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CWT | SVP CFO and Treasurer | 6,583 | $45.57 | $300.0K | $23.5K | 11 | 2026-06-08 |
| H2O AMERICA (SJW) Delisted | Chief Accounting Officer | 25,249 | $54.86 | $1.39M | -$579.7K | 70 | 2022-11-04 |
Recent Filings
81 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-08 | CWT | Tax (F) | −98 | -$4.5K | EDGAR |
| 2026-03-09 | CWT | Tax (F) | −56 | -$2.6K | EDGAR |
| 2026-03-05 | CWT | Mixed | +1,424 | -$10.6K | EDGAR |
| 2025-12-11 | CWT | Buy (P) | +550 | $23.5K | EDGAR |
| 2025-12-09 | CWT | Tax (F) | −48 | -$2.2K | EDGAR |
| 2025-09-09 | CWT | Tax (F) | −48 | -$2.3K | EDGAR |
| 2025-06-09 | CWT | Tax (F) | −47 | -$2.2K | EDGAR |
| 2025-03-06 | CWT | Mixed | +1,432 | -$12.5K | EDGAR |
| 2024-06-07 | CWT | Grant (A) | +1,616 | $80.2K | EDGAR |
| 2024-03-18 | CWT | Grant (A) | — | $0 | EDGAR |