The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Essential Utilities, Inc. (WTRG)

NYSE - Nasdaq Real-time price. Currency in USD

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36.26

+0.36

(+1.00%)

At close: 04:00PM EDT

36.99

+0.73

(+2.01%)

Pre-market:

06:36AM EDT

Major holders

Insider roster

Insider transactions

Currency in USD

Insider purchases - Last 6 months	Shares	Trans
Purchases	96,474	16
Sales	15,466	3
Net shares purchased (sold)	81,008	19
Total insider shares held	505.6k	N/A
% net shares purchased (sold)	19.10%	N/A

Net institutional purchases - Prior quarter to latest quarter	Shares
Net shares purchased (sold)	N/A
% change in institutional shares held	N/A

Insider transactions reported - last two years

Insider	Transaction	Type	Value	Date	Shares
RUBIN ROBERT A Officer	Sale at price 37.21 per share.	Direct	207,074	01 Apr 2024	5,565
RUBIN ROBERT A Officer	Sale at price 36.00 per share.	Direct	127,836	11 Mar 2024	3,551
RUBIN ROBERT A Officer	Sale at price 35.60 per share.	Direct	226,060	05 Mar 2024	6,350
AMATO ELIZABETH B. Director	Purchase at price 35.02 per share.	Direct	108,559	05 Mar 2024	3,100
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	1,497
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	24,428
ARNOLD COLLEEN F President	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	2,336
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	4,738
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	6,468
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	5,294
HUWAR MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2024	2,489
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	1,190
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	23,058
ARNOLD COLLEEN F President	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	2,443
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	4,444
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	6,439
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	5,423
HUWAR MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Jan 2024	2,315
WEST RODERICK K Director	Stock Award(Grant) at price 36.95 per share.	Direct	29,999	20 Dec 2023	812
STEWART LEE C Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
RUFF ELLEN T Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
LEWIS WILBERT BRYAN Director	Stock Award(Grant) at price 41.42 per share.	Direct	90,017	20 Jun 2023	2,173
ARNOLD COLLEEN F President	Sale at price 41.84 per share.	Direct	52,049	14 Jun 2023	1,244
STEWART LEE C Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
RUFF ELLEN T Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
LEWIS WILBERT BRYAN Director	Stock Award(Grant) at price 42.77 per share.	Direct	30,021	20 Mar 2023	702
FRANKLIN CHRISTOPHER H Chief Executive Officer	Purchase at price 40.70 per share.	Indirect	1,515,872	08 Mar 2023	37,245
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	2,788
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	41,553
ARNOLD COLLEEN F President	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	3,872
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	8,361
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	11,957
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	9,342
HUWAR MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2023	5,214
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	909
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	15,973
ARNOLD COLLEEN F President	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	1,732
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	3,029
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	4,213
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	3,473
HUWAR MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	22 Feb 2023	1,639
STEWART LEE C Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
RUFF ELLEN T Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
LEWIS WILBERT BRYAN Director	Stock Award(Grant) at price 46.56 per share.	Direct	27,517	20 Dec 2022	591
RUFF ELLEN T Director	Sale at price 47.96 per share.	Direct	410,503	28 Nov 2022	8,560
RUBIN ROBERT A Officer	Stock Gift at price 45.82 - 46.98 per share.	Direct	21,322	14 Nov 2022	455
STEWART LEE C Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
RUFF ELLEN T Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 45.84 per share.	Direct	27,507	20 Sept 2022	600
STEWART LEE C Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
RUFF ELLEN T Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 41.92 per share.	Direct	27,500	21 Jun 2022	656
STEWART LEE C Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
RUFF ELLEN T Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 51.66 per share.	Direct	27,483	31 Mar 2022	532
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	798
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	14,162
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	2,764
FOX RICHARD SCOTT Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	3,748
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	3,821
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	16 Feb 2022	3,088
STEWART LEE C Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
RUFF ELLEN T Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 53.65 per share.	Direct	25,001	31 Dec 2021	466
RUBIN ROBERT A Officer	Sale at price 51.00 per share.	Direct	99,654	08 Dec 2021	1,954
STEWART LEE C Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
CIESINSKI DAVID ALAN Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
RUFF ELLEN T Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 46.59 per share.	Direct	25,022	30 Sept 2021	537
SCHULLER DANIEL J PH.D. Officer	Sale at price 50.00 per share.	Direct	100,000	30 Aug 2021	2,000
FRANKLIN CHRISTOPHER H Chief Executive Officer	Sale at price 50.00 per share.	Direct	2,209,150	05 Aug 2021	44,183
FRANKLIN CHRISTOPHER H Chief Executive Officer	Sale at price 50.00 per share.	Direct	2,209,150	05 Aug 2021	44,183
FRANKLIN CHRISTOPHER H Chief Executive Officer	Conversion of Exercise of derivative security at price 30.47 - 34.51 per share.	Direct	1,415,461	05 Aug 2021	44,183
STEWART LEE C Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
RUFF ELLEN T Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 46.03 per share.	Direct	24,997	30 Jun 2021	543
RUBIN ROBERT A Officer	Sale at price 47.00 per share.	Direct	103,400	21 Jun 2021	2,200
RUBIN ROBERT A Officer	Sale at price 48.00 per share.	Direct	16,752	27 May 2021	349
DEBENEDICTIS NICHOLAS Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
STEWART LEE C Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
RUFF ELLEN T Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 44.54 per share.	Direct	24,987	31 Mar 2021	561
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	2,660
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	33,302
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	6,875
FOX RICHARD SCOTT Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	8,520
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	8,312
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	26 Feb 2021	8,020
RUBIN ROBERT A Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	1,090
FRANKLIN CHRISTOPHER H Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	17,785
LUNING CHRISTOPHER PAUL General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	3,449
FOX RICHARD SCOTT Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	4,751
SCHULLER DANIEL J PH.D. Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	4,709
RHODES MATTHEW Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	24 Feb 2021	3,854
DEBENEDICTIS NICHOLAS Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
STEWART LEE C Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
RUFF ELLEN T Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 46.87 per share.	Direct	24,979	31 Dec 2020	533
RUBIN ROBERT A Officer	Sale at price 46.00 per share.	Direct	59,800	23 Dec 2020	1,300
RUBIN ROBERT A Officer	Stock Gift at price 44.87 - 47.23 per share.	Direct	19,989	07 Dec 2020	435
FRANKLIN CHRISTOPHER H Chief Executive Officer	Sale at price 45.78 per share.	Indirect	1,556,581	09 Nov 2020	34,001
FOX RICHARD SCOTT Chief Operating Officer	Sale at price 45.70 per share.	Direct	242,651	09 Nov 2020	5,310
DEBENEDICTIS NICHOLAS Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
STEWART LEE C Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
WOMACK CHRISTOPHER C. Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
RUFF ELLEN T Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
AMATO ELIZABETH B. Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
HILFERTY DANIEL J III Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
IDEHEN FRANCIS OSARUME Director	Stock Award(Grant) at price 40.05 per share.	Direct	24,991	30 Sept 2020	624
FRANKLIN CHRISTOPHER H Chief Executive Officer	Sale at price 46.50 per share.	Direct	1,016,908	07 Aug 2020	21,869
FOX RICHARD SCOTT Chief Operating Officer	Sale at price 45.00 per share.	Direct	45,000	22 Jul 2020	1,000
FOX RICHARD SCOTT Chief Operating Officer	Sale at price 42.24 per share.	Direct	84,480	01 Jul 2020	2,000
DEBENEDICTIS NICHOLAS Director	Stock Award(Grant) at price 42.01 per share.	Direct	25,500	30 Jun 2020	607

FTSE 1008,089.77+44.96(+0.56%)

FTSE 25019,804.15+4.43(+0.02%)

AIM755.04+0.17(+0.02%)

GBP/EUR1.1635+0.0007(+0.06%)

GBP/USD1.2437-0.0015(-0.12%)

Bitcoin GBP53,432.77+271.80(+0.51%)

The five essential pieces of financial paperwork you must never lose

Essential Utilities, Inc. (WTRG)

Insider transactions

Insider transactions reported - last two years

FTSE 100
8,089.77
+44.96(+0.56%)

FTSE 250
19,804.15
+4.43(+0.02%)

AIM
755.04
+0.17(+0.02%)

GBP/EUR
1.1635
+0.0007(+0.06%)

GBP/USD
1.2437
-0.0015(-0.12%)

Bitcoin GBP
53,432.77
+271.80(+0.51%)