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Ann P Kelly

CIK 1735307 · CFO and Treasurer · last filed 2026-07-06

Ann P Kelly is a CFO and Treasurer who has filed 17 SEC Form 4 insider transactions across 4 companies since 2018. The most recent filing shows the insider had shares withheld for taxes covering $5.3K of SJW on Jul 6, 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 $896.2K 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.

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Disclosed Exposure

$896.2K

Companies

4

Total Filings

17

Lifetime Open-Market Net

-$544.8K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
H2O AMERICA (SJW) Delisted CFO and Treasurer 9,976 $54.86 $547.3K $0 7 2026-07-06
AEP Executive Vice President & CFO 5,735 $122.84 $704.5K $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 $33.99 $191.7K -$544.8K 6 2019-01-18

Recent Filings

17 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-07-06 H2O AMERICA (SJW) Delisted Tax (F) −88 -$5.3K EDGAR
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
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.