{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/HTO",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# H2O AMERICA (NASDAQ: HTO) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is H2O AMERICA, listed on NASDAQ under the ticker HTO, with ISIN US7843051043 and LEI 9845001B7F4E4U1CHD46. Its security type is Corporate and its sector is 4941 Water Supply. Its jurisdiction is United States — Delaware. Segment is not on the record. Status: listed, not halted.\n\n## The disclosure read\n\nThe record holds 80 filings in the window 2025-11-08 to 2026-11-08, across 44 filing days. The median gap between filing days is 5 days. The latest filing is dated 2026-11-03, is of type corporate_news, and is 5 days before the record date 2026-11-08. The exchange median is 52 filings, a cadence gap of 6.0 days and a latency of 5.0 days across 4359 issuers. The sector median is 69.5 filings, a cadence gap of 6.0 days and a latency of 5.0 days across 14 issuers. The issuer's 80 filings are above the exchange median of 52 and above the sector median of 69.5.\n\n## Auditor\n\nThe auditor of record is Deloitte & Touche LLP, located in San Jose, California. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. Domicile change is not on the record: EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. Halt flag: listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. Rule version: acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1. Chapter as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count is 0.\n\n## Open research\n\nNo openly published research notes were found on the record. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe record holds the issuer's sealed years 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0000766829.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/9845001B7F4E4U1CHD46 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/HTO (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/766829/000162828026012438/hto-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/HTO (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/766829/000162828026012438/hto-20251231.htm",
    "state": "sourced",
    "value": "Deloitte & Touche LLP"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/766829/000162828026012438/hto-20251231.htm",
    "state": "sourced",
    "value": "San Jose, California"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/HTO",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [
    {
     "page": "https://www.h2o-america.com/stock/analyst-coverage",
     "result": "not readable by this rail (403)"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "issuers": 14,
     "median_cadence_gap_days": 6,
     "median_filings": 69.5,
     "median_latency_days": 5,
     "name": "4941 Water Supply"
    }
   },
   "by_type": {
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    "agm_egm": 4,
    "corporate_news": 3,
    "director_change": 2,
    "directors_dealings": 42,
    "prospectus": 4,
    "regulatory_filing": 15,
    "results": 8,
    "takeover": 1
   },
   "cadence_median_gap_days": 5,
   "filing_days": 44,
   "filings": 80,
   "latency_days": 5,
   "latest": [
    {
     "category": "8-K",
     "date": "2026-11-03",
     "source": "https://www.sec.gov/Archives/edgar/data/766829/000110465926122052/tm2628842d1_8k.htm",
     "title": "8-K — FORM 8-K (items 1.01,2.03,8.01,9.01)",
     "type": "corporate_news"
    },
    {
     "category": "424B5",
     "date": "2026-11-02",
     "source": "https://www.sec.gov/Archives/edgar/data/766829/000110465926121330/tm2628337-3_424b5.htm",
     "title": "424B5 — 424B5",
     "type": "prospectus"
    },
    {
     "category": "FWP",
     "date": "2026-10-30",
     "source": "https://www.sec.gov/Archives/edgar/data/766829/000110465926120356/tm2628337d2_fwp.htm",
     "title": "FWP — FWP",
     "type": "regulatory_filing"
    },
    {
     "category": "424B5",
     "date": "2026-10-29",
     "source": "https://www.sec.gov/Archives/edgar/data/766829/000110465926119909/tm2628337-1_424b5.htm",
     "title": "424B5 — 424B5",
     "type": "prospectus"
    },
    {
     "category": "POSASR",
     "date": "2026-10-29",
     "source": "https://www.sec.gov/Archives/edgar/data/766829/000110465926119895/tm2628338d2_posasr.htm",
     "title": "POSASR — POSASR",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-11-03",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/HTO",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-09",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US7843051043"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000766829.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF name-exact (jurisdiction US-DE; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/9845001B7F4E4U1CHD46",
    "state": "filled",
    "value": "9845001B7F4E4U1CHD46"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000766829.json",
    "state": "sourced",
    "value": "H2O AMERICA"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000766829.json",
    "state": "sourced",
    "value": "4941 Water Supply"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000766829.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "HTO"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
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    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:e8d927b05a7fe9682efe1db46a8ef605f43e45afb460004ce6321719288b3b98",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/HTO",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:e8d927b05a7fe9682efe1db46a8ef605f43e45afb460004ce6321719288b3b98",
 "path": "/us/NASDAQ/HTO",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is H2O AMERICA, listed on NASDAQ under the ticker HTO, with ISIN US7843051043 and LEI 9845001B7F4E4U1CHD46. Its security type is Corporate and its sector is 4941 Water Supply. Its jurisdiction is United States — Delaware. Segment is not on the record. Status: listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 80 filings in the window 2025-11-08 to 2026-11-08, across 44 filing days. The median gap between filing days is 5 days. The latest filing is dated 2026-11-03, is of type corporate_news, and is 5 days before the record date 2026-11-08. The exchange median is 52 filings, a cadence gap of 6.0 days and a latency of 5.0 days across 4359 issuers. The sector median is 69.5 filings, a cadence gap of 6.0 days and a latency of 5.0 days across 14 issuers. The issuer's 80 filings are above the exchange median of 52 and above the sector median of 69.5.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Deloitte & Touche LLP, located in San Jose, California. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. Domicile change is not on the record: EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, because the exchanges' tier transfers are not EDGAR filings. Halt flag: listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. Rule version: acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1. Chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record. The count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The record holds the issuer's sealed years 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0000766829.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/9845001B7F4E4U1CHD46"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/HTO"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/766829/000162828026012438/hto-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/HTO"
  }
 ],
 "title": "H2O AMERICA (HTO) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}