Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avangrid, Inc.AGR · Entity 84798 | Director · see below | January 11, 2022 | January 13, 2022 |
| COMMERCIAL METALS CoCMC · Entity 8783 | Director | July 15, 2026 | July 17, 2026 |
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2026 | January 20, 2026 |
| Meritage Homes CORPMTH · Entity 3987 | Director | December 31, 2024 | July 30, 2025 |
| SEMPRASRE · Entity 3017 | Executive VP & Group President | March 13, 2020 | March 13, 2020 |
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.
Avangrid, Inc.
Report date January 11, 2022 · Filed January 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,780 |
Ending reported balance
After 2022-01-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-11 · Exercise / conversion · Acquired 17,500 · Balance 51,890 F1: Each restricted stock unit represents a contingent right to receive one share of Avangrid, Inc. common stock. Row 2 · 2022-01-11 · Tax withholding · Disposed 8,110 · Balance 43,780 F1: Each restricted stock unit represents a contingent right to receive one share of Avangrid, Inc. common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,500 |
Reported balance
After 2022-01-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-11 · Exercise / conversion · Acquired 17,500 · Balance 17,500 F1: Each restricted stock unit represents a contingent right to receive one share of Avangrid, Inc. common stock. F2: On January 11, 2022, the reporting person was granted 17,500 restricted stock units vesting immediately. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-11 · Exercise / conversion · Disposed 17,500 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Avangrid, Inc. common stock. F2: On January 11, 2022, the reporting person was granted 17,500 restricted stock units vesting immediately. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Avangrid, Inc. common stock.
F2: On January 11, 2022, the reporting person was granted 17,500 restricted stock units vesting immediately.
COMMERCIAL METALS Co
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,299 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 22 · Balance 9,299 F1: Represents dividend equivalents deemed deferred into additional restricted stock units that are fully vested and are distributable in shares of common stock following termination of services as a Director of the Company, in accordance with the applicable distribution election. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents deemed deferred into additional restricted stock units that are fully vested and are distributable in shares of common stock following termination of services as a Director of the Company, in accordance with the applicable distribution election.
CONOCOPHILLIPS
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,215.647 |
Reported balance
After 2026-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 2,215 · Balance 9,215.647 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments.
F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11.
Meritage Homes CORP
Report date December 31, 2024 · Filed July 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| MTH Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 7,220 |
Reported balance
After 2024-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-31 · Purchase · Acquired 20 · Balance 7,220 F1: Shares acquired through broker-administered dividend reinvestment program intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). |
| MTH Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 7,265 |
Reported balance
After 2025-03-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-03-31 · Other · Acquired 45 · Balance 7,265 F1: Shares acquired through broker-administered dividend reinvestment program intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). |
| MTH Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 7,312 |
Reported balance
After 2025-06-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-06-30 · Other · Acquired 47 · Balance 7,312 F1: Shares acquired through broker-administered dividend reinvestment program intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). |
| MTH Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 9,512 |
Reported balance
After 2025-07-25 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-07-25 · Purchase · Acquired 2,200 · Balance 9,512 F2: Balance reflects all other holdings, including restricted stock units that have previously vested. F3: All shares are held in a living trust controlled by Mr. Arriola, and includes 6,200 shares previously reported as directly held by Mr. Arriola and 1,000 shares acquired upon the vesting of 1,000 restricted stock units on February 22, 2025 that were previously reported as directly held by Mr. Arriola. |
| MTH Common SharesSEC Table I · non-derivative | Direct | 3,200 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,200 F4: Balance represents restricted stock units not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through broker-administered dividend reinvestment program intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
F2: Balance reflects all other holdings, including restricted stock units that have previously vested.
F3: All shares are held in a living trust controlled by Mr. Arriola, and includes 6,200 shares previously reported as directly held by Mr. Arriola and 1,000 shares acquired upon the vesting of 1,000 restricted stock units on February 22, 2025 that were previously reported as directly held by Mr. Arriola.
F4: Balance represents restricted stock units not vested.
SEMPRA
Report date March 13, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,793.8 |
Reported balance
After 2020-03-13 transaction · row 1
1 source rowRow 1 · 2020-03-13 · Purchase · Acquired 1,000 · Balance 44,793.8 |
| Common StockSEC Table I · non-derivative | Indirect401(k) savings plan 3/12/2020 | 3,701.3 |
Reported balance
Holding disclosure · report date 2020-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,701.3 |
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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 23, 2018 19:42 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,311.5 | $105.43 | $138,271.45 |
DisclosureSEC source: 0001228379-18-000022 · edgar.xml · nonDerivative · entry 5 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,875.78 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:42 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 3,791.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000022 · edgar.xml · nonDerivative · entry 4 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,187.28 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:42 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,547.87 | $105.43 | $163,191.93 |
DisclosureSEC source: 0001228379-18-000022 · edgar.xml · nonDerivative · entry 3 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,395.78 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:42 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,426.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000022 · edgar.xml · nonDerivative · entry 2 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,943.65 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:49 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 3,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000013 · edgar.xml · nonDerivative · entry 1 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,501.82 Read SEC document |
| December 07, 2017 Filed Feb 23, 2018 19:42 UTC | SEMPRA SRE · Entity 3017 | GiftCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000022 · edgar.xml · nonDerivative · entry 1 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,516.78 Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:26 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 22.3 | $102.58 | $2,287.53 |
DisclosureSEC source: 0001228379-17-000026 · edgar.xml · nonDerivative · entry 1 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,185.42 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,861.62 | $101.13 | $188,265.63 |
DisclosureSEC source: 0001228379-17-000017 · edgar.xml · nonDerivative · entry 3 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,134.7 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:43 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,766.62 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000017 · edgar.xml · nonDerivative · entry 2 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,996.32 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,238.62 | $101.13 | $125,261.64 |
DisclosureSEC source: 0001228379-17-000017 · edgar.xml · nonDerivative · entry 1 ARRIOLA DENNIS V · CIK 0001377144 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,229.7 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.