Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SEMPRASRE · Entity 3017 | Senior VP | February 28, 2019 | February 28, 2019 |
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.
SEMPRA
Report date February 28, 2019 · Filed February 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,460.62 |
Reported balance
After 2019-02-28 transaction · row 1
1 source rowRow 1 · 2019-02-28 · Sale · Disposed 2,393 · Balance 12,460.62 F1: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2: Weighted average of sales prices. Actual prices range from $120.65 to 121.02. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy. |
| Common StockSEC Table I · non-derivative | Indirect401(k) savings plan 2/27/2019 | 19,111.75 |
Reported balance
Holding disclosure · report date 2019-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,111.75 |
Filing footnotes · ownership attribution and instrument terms
F1: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934.
F2: Weighted average of sales prices. Actual prices range from $120.65 to 121.02. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy.
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 28, 2019 Filed Feb 28, 2019 20:38 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 2,393 | $120.86 | $289,217.98 |
DisclosureSEC source: 0001228379-19-000032 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,460.62 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $120.65 to 121.02. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy. Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:37 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,302.42 | $117.67 | $153,255.76 |
DisclosureSEC source: 0001228379-19-000029 · edgar.xml · nonDerivative · entry 2 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,853.62 Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:37 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 3,695.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000029 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,156.04 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 01:00 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 9,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000015 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,439.04 Read SEC document |
| April 05, 2018 Filed Apr 5, 2018 22:04 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 3,948 | $109.81 | $433,529.88 |
DisclosureSEC source: 0001228379-18-000044 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,655.08 F1 · kind: Sold in accordance with a plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $109.16 to $110.15. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 965.15 | $105.43 | $101,755.76 |
DisclosureSEC source: 0001228379-18-000028 · edgar.xml · nonDerivative · entry 4 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,603.08 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,789.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000028 · edgar.xml · nonDerivative · entry 3 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,568.23 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,162.62 | $105.43 | $122,575.03 |
DisclosureSEC source: 0001228379-18-000028 · edgar.xml · nonDerivative · entry 2 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,779.08 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:46 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 3,286.62 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000028 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,941.69 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:55 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000019 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,655.07 Read SEC document |
| January 19, 2017 Filed Jan 19, 2017 19:00 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 2,862 | $102.59 | $293,612.58 |
DisclosureSEC source: 0001228379-17-000033 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1.05 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $102.38 to $102.85. Information regarding the number of shares sold at each separate price will be provided upon request by the Staff of the Securities and Exchange Commission, Sempra Energy or any security holder of Sempra Energy. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:30 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 12.9 | $102.58 | $1,323.28 |
DisclosureSEC source: 0001228379-17-000032 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863.05 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:49 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,823.39 | $101.13 | $184,399.43 |
DisclosureSEC source: 0001228379-17-000023 · edgar.xml · nonDerivative · entry 2 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,841.61 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:49 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,664.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000023 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,665 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 00:30 UTC | SEMPRA SRE · Entity 3017 | OtherCommon Stock | 0.31 | $102.52 | $31.78 |
DisclosureSEC source: 0001228379-16-000160 · edgar.xml · nonDerivative · entry 2 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) savings plan Disclosed balance after: 17,848.13 Read SEC document |
| December 13, 2016 Filed Dec 16, 2016 00:30 UTC | SEMPRA SRE · Entity 3017 | OtherCommon Stock | 295.14 | $104.01 | $30,697.51 |
DisclosureSEC source: 0001228379-16-000160 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) savings plan Disclosed balance after: 17,848.44 Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 21:11 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 125 | $99.12 | $12,390.00 |
DisclosureSEC source: 0001228379-16-000157 · edgar.xml · nonDerivative · entry 1 ROWLAND G JOYCE · CIK 0001228379 · Senior VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0.61 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.