H2O AMERICA 8-K
Research Summary
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H2O America Files Audited Financials for Quadvest Retail & Wholesale
What Happened H2O America (HTO) filed a Form 8‑K on March 2, 2026 (Item 9.01) to furnish the audited financial statements and related notes for its Quadvest businesses for the year ended December 31, 2025. The filing includes audited statements for Quadvest Retail (filed as "Quadvest, L.P." in Exhibit 99.1) and Quadvest Wholesale, LLC (Exhibit 99.2).
Key Details
- Filing date: March 2, 2026; reporting under Item 9.01 (Financial Statements and Exhibits).
- Audited financial statements for the year ended December 31, 2025 were filed as Exhibits 99.1 (Quadvest, L.P.) and 99.2 (Quadvest Wholesale, LLC).
- Exhibit 23.1 contains the consent of Calvetti Ferguson, LLC; Exhibit 104 is the Inline XBRL cover page.
- The submission supplies the required audited historical financials for the acquired Quadvest business units.
Why It Matters Providing audited financial statements for Quadvest Retail and Quadvest Wholesale completes an SEC filing requirement and gives investors audited historical financial information for those acquired businesses. Investors can review the exhibits to assess the acquired units’ historical assets, liabilities, revenue and expenses, and to better understand potential impacts on H2O America’s consolidated financials and future reporting. The 8‑K itself does not include summary totals—review the attached Exhibits 99.1 and 99.2 for the detailed numbers.
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