Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloom Energy CorpBE · Entity 2659 | Director | September 30, 2026 | October 03, 2026 |
| CHEVRON CORPCVX · Entity 2804 | Director | August 28, 2026 | September 01, 2026 |
| IDEX CORP /DE/IEX · Entity 3323 | Director | May 07, 2020 | May 11, 2020 |
| SEMPRASRE · Entity 3017 | Director | October 01, 2026 | October 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bloom Energy Corp
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,978 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 83 · Balance 34,978 F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan.
CHEVRON CORP
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 426 |
Reported balance
After 2026-08-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-28 · Other · Acquired 19 · Balance 426 F1: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2: 1-for-1. F3: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service.
F2: 1-for-1.
F3: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan.
IDEX CORP /DE/
Report date May 07, 2020 · Filed May 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 9,825 |
Reported balance
After 2020-05-07 transaction · row 1
1 source rowRow 1 · 2020-05-07 · Grant · Acquired 950 · Balance 9,825 |
SEMPRA
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 15,913.58 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 371.56 · Balance 15,913.58 F1: Phantom shares of Sempra Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANDEAVOR LLC
Report date October 01, 2018 · Filed October 03, 2018
Section 16 reporting ended · disclosed 2018-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-10-01 · Grant · Acquired 24,481 · Balance 62,965 F1: Vesting of Total Shareholder Return ("TSR")-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award was accelerated upon the change of control of the Issuer pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), and performance was certified by the Compensation Committee. Row 2 · 2018-10-01 · Disposition to issuer · Disposed 62,965 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares. The TSR-based performance share award referenced above was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. |
| Market Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-10-01 · Disposition to issuer · Disposed 18,570 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of Total Shareholder Return ("TSR")-based performance share award previously granted under the Issuer's Amended and Restated 2011 Long-Term Incentive Plan. The performance share award was accelerated upon the change of control of the Issuer pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), and performance was certified by the Compensation Committee.
F2: Pursuant to the Merger Agreement, at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares. The TSR-based performance share award referenced above was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87.
F3: Pursuant to the Merger Agreement, at the effective time, each outstanding market stock unit award was assumed by MPC and converted into a time-based restricted stock unit award denominated in a number of MPC shares equal to the number of shares certified by the Compensation Committee as to performance for such award multiplied by 1.87.
Renewable Energy Group, Inc.
Report date June 13, 2022 · Filed June 14, 2022
Section 16 reporting ended · disclosed 2022-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,500 |
Reported balance
After 2022-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-13 · Disposition to issuer · Disposed 23,721 · Balance 89,500 F1: These shares represent the amount of restricted stock units ("RSUs") that vested in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated February 27, 2022, between Renewable Energy Group, Inc. (the "Company"), Chevron Corporation ("Parent") and Cyclone Merger Sub ("Merger Sub"), a copy of which is filled as Exhibit 2.1 to the Company's Form 8-K filed with the SEC on February 28, 2022, and by which the Company became a wholly-owned subsidiary of Parent. These RSUs were settled one for one in common stock of the Company. F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-06-13 · Disposition to issuer · Disposed 89,500 · Balance 0 F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Performance RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-13 · Disposition to issuer · Disposed 123,219 · Balance 0 F3: These shares represent the amount of performance-based restricted stock units ("PRSUs") that vested in accordance with the Merger Agreement. On the vesting date, the shares will be cancelled and converted into the right to receive the Merger Consideration in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the amount of restricted stock units ("RSUs") that vested in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated February 27, 2022, between Renewable Energy Group, Inc. (the "Company"), Chevron Corporation ("Parent") and Cyclone Merger Sub ("Merger Sub"), a copy of which is filled as Exhibit 2.1 to the Company's Form 8-K filed with the SEC on February 28, 2022, and by which the Company became a wholly-owned subsidiary of Parent. These RSUs were settled one for one in common stock of the Company.
F2: Outstanding shares of common stock of the Company were converted into the right to receive $61.50 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement.
F3: These shares represent the amount of performance-based restricted stock units ("PRSUs") that vested in accordance with the Merger Agreement. On the vesting date, the shares will be cancelled and converted into the right to receive the Merger Consideration in accordance with the Merger Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 21:22 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 371.56 | $78.05 | $29,000.26 |
DisclosureSEC source: 0001570212-26-000013 · wk-form4_1790976137.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,913.58 Underlying: Common Stock · 371.56 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 01:00 UTC | Bloom Energy Corp BE · Entity 2659 | GrantCommon Stock | 83 | $276.98 | $22,989.34 |
DisclosureSEC source: 0001193125-26-412558 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,978 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 22:30 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 19 | $201.86 | $3,835.34 |
DisclosureSEC source: 0000093410-26-000181 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426 Underlying: Common Stock · 19 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:14 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 317.39 | $91.37 | $28,999.92 |
DisclosureSEC source: 0001570212-26-000011 · wk-form4_1783023291.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,435.31 Underlying: Common Stock · 317.39 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,498.77 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 22:20 UTC | Bloom Energy Corp BE · Entity 2659 | GrantCommon Stock | 76 | $302.70 | $23,005.20 |
DisclosureSEC source: 0001193125-26-295081 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,895 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:27 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 20 | $185.83 | $3,716.60 |
DisclosureSEC source: 0000093410-26-000152 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403 Underlying: Common Stock · 20 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:36 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,272 | $0.00 | $0.00 |
DisclosureSEC source: 0000093410-26-000143 · form4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,837 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (259) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 21, 2026 Filed May 27, 2026 01:40 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-240086 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,819 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person in three annual installments commencing on January 1 following the year in which the Reporting Person terminates service with the Issuer pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. Read SEC document |
| May 12, 2026 Filed May 13, 2026 23:43 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 1,498.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001570212-26-000008 · wk-form4_1778715796.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,117.92 Underlying: Common Stock · 1,498.77 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sempra Common Stock. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to Sempra's 2027 Annual Shareholders Meeting. Vested phantom shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to Sempra's 2027 Annual Shareholders Meeting. Vested phantom shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F3 · balance_after: Includes 13,619.15 vested phantom shares acquired as deferred compensation for service as a director, which are not subject to forfeiture. Total includes shares accrued as dividend equivalents since the date of the last report of phantom shares. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 23:27 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 297.71 | $97.41 | $28,999.93 |
DisclosureSEC source: 0001570212-26-000006 · wk-form4_1775172432.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,528.3 Underlying: Common Stock · 297.71 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,906.10 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| March 31, 2026 Filed Apr 3, 2026 00:48 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 166 | $135.49 | $22,491.34 |
DisclosureSEC source: 0001193125-26-140931 · ownership.xml · nonDerivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,756 F2 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 23:18 UTC | SEMPRA SRE · Entity 3017 | PurchaseCommon Stock | 2,500 | $92.95 | $232,375.00 |
DisclosureSEC source: 0001570212-26-000004 · wk-form4_1773271117.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,274.52 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:09 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 20 | $189.60 | $3,792.00 |
DisclosureSEC source: 0000093410-26-000089 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379 Underlying: Common Stock · 20 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 00:35 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 323.26 | $89.71 | $28,999.65 |
DisclosureSEC source: 0001570212-26-000002 · wk-form4_1767659717.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,140.67 Underlying: Common Stock · 323.26 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,892.82 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:19 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 259 | $86.89 | $22,504.51 |
DisclosureSEC source: 0001193125-26-002762 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,713 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| December 01, 2025 Filed Dec 4, 2025 00:06 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 25 | $152.54 | $3,813.50 |
DisclosureSEC source: 0000093410-25-000120 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355 Underlying: Common Stock · 25 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:08 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 324.89 | $89.26 | $28,999.68 |
DisclosureSEC source: 0001570212-25-000005 · wk-form4_1759442928.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,728.31 Underlying: Common Stock · 324.89 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,879.66 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 23:55 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 266 | $84.57 | $22,495.62 |
DisclosureSEC source: 0001193125-25-228903 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,454 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 22:00 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 24 | $160.60 | $3,854.40 |
DisclosureSEC source: 0000093410-25-000090 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326 Underlying: Common Stock · 24 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (4) under the Chevron Non-Employee Directors' Equity Compensation Plan. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 21:39 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 380.68 | $76.18 | $29,000.20 |
DisclosureSEC source: 0001062993-25-012503 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,299.64 Underlying: Common Stock · 380.68 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 1,863.44 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 940 | $23.92 | $22,484.80 |
DisclosureSEC source: 0000950170-25-092970 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,188 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 22:08 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 28 | $137.84 | $3,859.52 |
DisclosureSEC source: 0001127602-25-016783 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298 Underlying: Common Stock · 28 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (3) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 28, 2025 Filed May 30, 2025 00:59 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015956 · form4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,306 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (180) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 14, 2025 Filed Apr 3, 2026 00:48 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 9,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140931 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,590 F1 · shares: Restricted stock units ("RSUs") granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. The RSUs will vest on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Vested shares will be delivered to the Reporting Person in three annual installments commencing on January 1 following the year in which the Reporting Person terminates service with the Issuer pursuant to the terms of the Bloom Energy Corporation 2021 Deferred Compensation Plan. Read SEC document |
| May 13, 2025 Filed May 15, 2025 00:20 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 1,863.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009421 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,918.96 Underlying: Common Stock · 1,863.44 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sempra Common Stock. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to Sempra's 2026 Annual Shareholders Meeting. Vested phantom shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to Sempra's 2026 Annual Shareholders Meeting. Vested phantom shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F3 · balance_after: Includes 10,055.52 vested phantom shares acquired as deferred compensation for service as a director, which are not subject to forfeiture. Total includes shares accrued as dividend equivalents since the date of the last report of phantom shares. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 22:23 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 405.25 | $71.56 | $28,999.69 |
DisclosureSEC source: 0001062993-25-006890 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,967.52 Underlying: Common Stock · 405.25 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:12 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,144 | $19.66 | $22,491.04 |
DisclosureSEC source: 0000950170-25-049704 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,248 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 22:11 UTC | SEMPRA SRE · Entity 3017 | PurchaseCommon Stock | 700 | $70.65 | $49,455.00 |
DisclosureSEC source: 0001062993-25-004957 · form4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,759.06 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:19 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 25 | $153.09 | $3,827.25 |
DisclosureSEC source: 0001127602-25-008377 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267 Underlying: Common Stock · 25 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (2) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 22:22 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 332.84 | $87.13 | $29,000.35 |
DisclosureSEC source: 0001062993-25-000255 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,493.25 Underlying: Common Stock · 332.84 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,103 | $22.21 | $24,497.63 |
DisclosureSEC source: 0000950170-25-001178 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,104 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:57 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 24 | $162.21 | $3,893.04 |
DisclosureSEC source: 0001127602-24-028653 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240 Underlying: Common Stock · 24 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (3) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 22:14 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 330.82 | $83.92 | $27,762.41 |
DisclosureSEC source: 0001062993-24-017317 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,095.53 Underlying: Common Stock · 330.82 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:55 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 2,130 | $10.56 | $22,492.80 |
DisclosureSEC source: 0000950170-24-111814 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,001 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 21:51 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 26 | $147.95 | $3,846.70 |
DisclosureSEC source: 0001127602-24-023433 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213 Underlying: Common Stock · 26 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (2) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 21:05 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 370.31 | $74.97 | $27,762.14 |
DisclosureSEC source: 0001062993-24-013356 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,697.27 Underlying: Common Stock · 370.31 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:18 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,838 | $12.24 | $22,497.12 |
DisclosureSEC source: 0000950170-24-080737 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,871 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| May 29, 2024 Filed May 30, 2024 23:53 UTC | CHEVRON CORP CVX · Entity 2804 | GrantCommon Stock | 1,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017053 · form4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,422 F1 · shares: This number represents stock units issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. F2 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (101) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 24, 2024 Filed May 28, 2024 22:09 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 24 | $157.75 | $3,786.00 |
DisclosureSEC source: 0001127602-24-016738 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185 Underlying: Common Stock · 24 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes dividend equivalent accruals (2) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 23:23 UTC | Bloom Energy Corp BE · Entity 2659 | GrantStock Option (Right to Buy) · Derivative | 31,104 | $0.00 Strike: $12.86 | $0.00 |
DisclosureSEC source: 0000950170-24-062038 · ownership.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,104 Underlying: Class A Common Stock · 31,104 shares Expires 2034-05-15 F1 · derivative.exercise_date: This option represents a right to purchase 31,104 shares of the Issuer's Class A Common Stock, which will vest and become exercisable on the date of the next annual stockholder meeting, subject to the Reporting Person's continued service through the vesting date. Read SEC document |
| May 09, 2024 Filed May 13, 2024 19:24 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 1,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010035 · form4.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,020.77 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 21:17 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 389.05 | $71.36 | $27,762.61 |
DisclosureSEC source: 0001062993-24-007759 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,255.42 Underlying: Common Stock · 389.05 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:00 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 2,001 | $11.24 | $22,491.24 |
DisclosureSEC source: 0000950170-24-040315 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,033 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| March 04, 2024 Filed Mar 7, 2024 00:17 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 26 | $148.88 | $3,870.88 |
DisclosureSEC source: 0001127602-24-008908 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159 Underlying: Common Stock · 26 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes the acquisition of dividend equivalent accruals on stock units (1) issued under the Chevron Corporation Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 00:41 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 366.16 | $75.82 | $27,762.25 |
DisclosureSEC source: 0001062993-24-000300 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,807.44 Underlying: Common Stock · 366.16 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 01:30 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,520 | $14.80 | $22,496.00 |
DisclosureSEC source: 0000950170-24-000464 · ownership.xml · nonDerivative · entry 2 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,032 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 22:41 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 27 | $144.36 | $3,897.72 |
DisclosureSEC source: 0001127602-23-028428 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132 Underlying: Common Stock · 27 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes a dividend equivalent accrual (1) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 00:28 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 425.35 | $65.27 | $27,762.59 |
DisclosureSEC source: 0001062993-23-018928 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,382.27 Underlying: Common Stock · 425.35 shares Expires not disclosed F1 · security: Phantom shares of Sempra Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total reflects the impact of the two-for-one split of Sempra's Common Stock in the form of a 100% stock dividend that was distributed on August 21, 2023 to all shareholders of record at the close of business on August 14, 2023. Read SEC document |
| September 30, 2023 Filed Jan 3, 2024 01:30 UTC | Bloom Energy Corp BE · Entity 2659 | GrantClass A Common Stock | 1,696 | $13.26 | $22,488.96 |
DisclosureSEC source: 0000950170-24-000464 · ownership.xml · nonDerivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,512 F1 · shares: Represents deferred stock units acquired pursuant to the Issuer's 2021 Deferred Compensation Plan. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:23 UTC | CHEVRON CORP CVX · Entity 2804 | OtherPhantom Stock · Derivative | 24 | $159.12 | $3,818.88 |
DisclosureSEC source: 0001127602-23-023361 · form4.xml · derivative · entry 1 WARNER CYNTHIA J · CIK 0001570212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104 Underlying: Common Stock · 24 shares Expires not disclosed F1 · security: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F1 · derivative.expiration_date: The shares of phantom stock issued under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan become payable in common stock upon the reporting person's termination of service. F3 · balance_after: This number includes a dividend equivalent accrual (1) under the Chevron Non-Employee Directors' Equity Compensation and Deferral Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.