Ann P Kelly
CIK 1735307 · CFO and Treasurer · last filed 2026-03-03
Ann P Kelly is a CFO and Treasurer who has filed 16 SEC Form 4 insider transactions across 4 companies since 2018. The most recent filing, for SJW, was dated Mar 3, 2026. Across all open-market trades the lifetime net is −$544.8K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $938.7K 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.
$938.7K
4
16
-$544.8K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| H2O AMERICA (SJW) Delisted | CFO and Treasurer | 10,064 | $54.86 | $552.1K | $0 | 6 | 2026-03-03 |
| AEP | Executive Vice President & CFO | 5,735 | $129.23 | $741.1K | $0 | 2 | 2023-03-23 |
| AMERIGAS PARTNERS LP (APU) Delisted | VP-Finance and CFO | — | — | — | $0 | 1 | 2019-02-13 |
| UGI | VP, CAO & Corporate Controller | 5,639 | $35.03 | $197.5K | -$544.8K | 6 | 2019-01-18 |
Recent Filings
16 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-03 | H2O AMERICA (SJW) Delisted | Grant (A) | +1,707 | $0 | EDGAR |
| 2026-01-06 | H2O AMERICA (SJW) Delisted | Tax (F) | −200 | -$9.8K | EDGAR |
| 2025-12-03 | H2O AMERICA (SJW) Delisted | Tax (F) | −581 | -$27.2K | EDGAR |
| 2025-07-03 | H2O AMERICA (SJW) Delisted | Grant (A) | +952 | $0 | EDGAR |
| 2025-01-06 | H2O AMERICA (SJW) Delisted | Grant (A) | +1,833 | $0 | EDGAR |
| 2024-11-13 | H2O AMERICA (SJW) Delisted | Grant (A) | +6,353 | $0 | EDGAR |
| 2023-03-23 | AEP | Mixed | +4,485 | -$10.4K | EDGAR |
| 2023-02-22 | AEP | Mixed | +4,330 | -$24.4K | EDGAR |
| 2019-08-23 | — | Disp (D) | — | $0 | |
| 2019-02-13 | AMERIGAS PARTNERS LP (APU) Delisted | Grant (A) | — | $0 | EDGAR |