Michelle Mortensen Insider Profile

11 Followers
Michelle Mortensen, VP, Corp Sec &Chief of Staff at California Water Service, holds 11.07K shares in California Water Service (Ticker: CWT).
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Michelle Mortensen

Michelle Mortensen
California Water Service (CWT)
VP, Corp Sec &Chief of Staff

Ranked #34,587 out of 98,042 Corporate Insiders

Profitable Transactions

100%
3 out of 3 Profitable Transactions

Average Return

+8.80%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$585K
100.00%
A breakdown of Michelle Mortensen's holdings

Insider Roles

California Water Service
(CWT)
VP, Corp Sec &Chief of Staff
Roles that Michelle Mortensen holds in companies

Most Profitable Insider Trade

Stock:
California Water Service
(CWT)
Rating:Informative Sell
Date:Sep 22, 2022 - Sep 22, 2023
Return:+13.50%
The most profitable trade made by Michelle Mortensen

Michelle Mortensen's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
California Water Service
Jun 11, 2024
VP, Corp Sec &Chief of Staff
Uninformative Sell
2.71K
$585.31K
Success Rate for
CWT
3 out of 3 profitable transactions on
CWT
100%
Average Return for
CWT
Average return per transaction on
CWT
+8.87%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Mar 04, 2015
Uninformative Buy
$35.67K
-
$24.30
Mar 03, 2016
Uninformative Buy
$45.68K
-
$25.17
Mar 02, 2017
Uninformative Buy
$47.30K
-
$36.75
Mar 06, 2018
Uninformative Buy
$76.44K
-
$36.40
Mar 04, 2019
Uninformative Buy
$0.00
-
$0.00
List of latest transactions for each holding click on a transaction to see Michelle Mortensen's performance on stock

Michelle Mortensen insider profile FAQ

What is the percentage of profitable transactions made by Michelle Mortensen?
The percentage of profitable transactions made by Michelle Mortensen is 100%.
    What is the average return per transaction made by Michelle Mortensen?
    The average return per transaction made by Michelle Mortensen is 8.80%.
      What stocks does Michelle Mortensen hold?
      Michelle Mortensen holds: CWT stocks.
        What was Michelle Mortensen’s latest transaction?
        Michelle Mortensen latest transaction was an Uninformative Sell of $2.71K.
          What was Michelle Mortensen's most profitable transaction?
          Michelle Mortensen’s most profitable transaction was an Informative Sell of CWT stock on September 22, 2022. The return on the trade was 13.50%.
            What is Michelle Mortensen's role in California Water Service?
            Michelle Mortensen's role in California Water Service is VP, Corp Sec &Chief of Staff.
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