Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | Director | May 11, 2022 | May 12, 2022 |
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.
DOMINION ENERGY, INC
Report date May 11, 2022 · Filed May 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,932.852 |
Reported balance
After 2022-05-11 transaction · row 1
1 source rowRow 1 · 2022-05-11 · Grant · Acquired 2,044 · Balance 39,932.852 F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Company Trust for Director | 55,292.0499 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 55,292.0499 |
| Common StockSEC Table I · non-derivative | IndirectBy Dragas Mortgage Company | 6,979.2251 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,979.2251 |
| Common StockSEC Table I · non-derivative | IndirectBy Signature Partners, LC | 10,720 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,720 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3.
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 |
|---|---|---|---|---|---|---|
| May 11, 2022 Filed May 12, 2022 20:54 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,044 | $81.96 | $167,526.24 |
DisclosureSEC source: 0001225208-22-006916 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,932.852 F1 · shares: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:31 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,715 | $79.41 | $295,008.15 |
DisclosureSEC source: 0001225208-21-007684 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 53,492.3685 F1 · shares: Additional stock units credited to the Director's account for annual stock retainer and annual cash retainer under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:18 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,785 | $77.94 | $295,002.90 |
DisclosureSEC source: 0001225208-20-007271 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 47,804.2273 F1 · shares: Additional stock units credited to the Director's account for annual stock retainer and annual cash retainer under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 07, 2019 Filed May 9, 2019 22:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,775 | $75.49 | $284,974.75 |
DisclosureSEC source: 0000899243-19-012851 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 41,948.2681 F1 · shares: Additional stock units credited to the Director's account for annual stock retainer and annual cash retainer under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 22:09 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001561 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,440.1115 F1 · kind: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. F1 · price: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 20:40 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 166 | $70.28 | $11,666.48 |
DisclosureSEC source: 0001225208-18-014121 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 37,275.653 F1 · shares: Additional stock units credited to the Director's account for service as Chair of the Sustainability and Corporate Responsibility Committee under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:24 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 4,197 | $63.14 | $264,998.58 |
DisclosureSEC source: 0001225208-18-009082 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 36,214.6278 F1 · shares: Additional stock units credited to the Director's account (2,494 for annual stock retainer and 1,703 for annual cash retainer) under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 25 | $80.77 | $2,019.25 |
DisclosureSEC source: 0001225208-17-010720 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 30,740.946 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| May 10, 2017 Filed May 12, 2017 20:17 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,420 | $77.48 | $264,981.60 |
DisclosureSEC source: 0001225208-17-009589 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 30,715.946 F1 · shares: Additional stock units credited to the Director's account (2,033 for annual stock retainer and 1,387 for annual cash retainer) under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:31 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 78 | $77.64 | $6,055.92 |
DisclosureSEC source: 0001225208-17-005338 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 27,037.1236 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 21:26 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 52 | $76.28 | $3,966.56 |
DisclosureSEC source: 0001225208-17-002257 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 26,959.1236 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:36 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 52 | $76.59 | $3,982.68 |
DisclosureSEC source: 0001225208-17-000390 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 26,907.1236 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 20:35 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 54 | $75.20 | $4,060.80 |
DisclosureSEC source: 0001225208-16-040931 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 26,612.2294 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:35 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 81 | $74.27 | $6,015.87 |
DisclosureSEC source: 0001225208-16-040050 · doc4.xml · nonDerivative · entry 1 Dragas Helen E · CIK 0001508437 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Company Trust for Director Disclosed balance after: 26,558.2294 F1 · shares: Additional stock units credited to the Director's account under the Dominion Resources, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. 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.