Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOGEN INC.BIIB · Entity 1675 | Director | June 15, 2022 | June 17, 2022 |
| Capital Group KKR Core Plus (plus)NONE · Entity 15092 | Director | September 30, 2026 | October 03, 2026 |
| Capital Group KKR Multi-Sector (plus)NONE · Entity 15093 | Director | September 30, 2026 | October 03, 2026 |
| Capital Group KKR U.S. Equity (plus)NONE · Entity 1140 | Director | February 20, 2026 | February 20, 2026 |
| SEMPRASRE · Entity 3017 | Director | April 01, 2022 | April 05, 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.
BIOGEN INC.
Report date June 15, 2022 · Filed June 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,145 |
Reported balance
After 2022-06-15 transaction · row 1
1 source rowRow 1 · 2022-06-15 · Grant · Acquired 1,370 · Balance 2,145 |
Capital Group KKR Core Plus (plus)
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 438.348 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 148.2067 · Balance 438.348 F1: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation.
Capital Group KKR Multi-Sector (plus)
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 432.1207 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 144.1234 · Balance 432.1207 F1: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation.
Capital Group KKR U.S. Equity (plus)
Report date February 20, 2026 · Filed February 20, 2026
This filing explicitly reported no securities owned.
SEMPRA
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 35,781.23 |
Reported balance
After 2022-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 34.68 · Balance 35,781.23 F1: Phantom shares of Sempra Energy 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Energy 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.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:45 UTC | Capital Group KKR Core Plus (plus) NONE · Entity 15092 | GrantPhantom Shares · Derivative | 148.2067 | $9.53 | $1,412.41 |
DisclosureSEC source: 0001193125-26-412516 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438.348 Underlying: Class F-2 Shares · 148.2067 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:54 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantPhantom Shares · Derivative | 144.1234 | $9.80 | $1,412.41 |
DisclosureSEC source: 0001193125-26-412536 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432.1207 Underlying: Class F-2 Shares · 144.1234 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 19:38 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantPhantom Shares · Derivative | 140.959 | $10.02 | $1,412.41 |
DisclosureSEC source: 0001193125-26-294370 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283.4956 Underlying: Class F-2 Shares · 140.959 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 19:34 UTC | Capital Group KKR Core Plus (plus) NONE · Entity 15092 | GrantPhantom Shares · Derivative | 142.2368 | $9.93 | $1,412.41 |
DisclosureSEC source: 0001193125-26-294348 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285.7044 Underlying: Class F-2 Shares · 142.2368 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 23:53 UTC | Capital Group KKR Core Plus (plus) NONE · Entity 15092 | GrantPhantom Shares · Derivative | 141.241 | $10.00 | $1,412.41 |
DisclosureSEC source: 0001193125-26-140854 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141.241 Underlying: Class F-2 Shares · 141.241 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 23:44 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantPhantom Shares · Derivative | 140.2593 | $10.07 | $1,412.41 |
DisclosureSEC source: 0001193125-26-140842 · ownership.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140.2593 Underlying: Class F-2 Shares · 140.2593 shares Expires not disclosed F1 · derivative.exercise_price: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.exercise_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. F1 · derivative.expiration_date: The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 23:02 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantClass F-3 Shares | 1,817.791 | $10.23 | $18,596.00 |
DisclosureSEC source: 0000950170-25-096716 · ownership.xml · nonDerivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,817.791 Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 23:01 UTC | Capital Group KKR Core Plus (plus) NONE · Entity 15092 | GrantClass F-3 Shares | 1,843.013 | $10.09 | $18,596.00 |
DisclosureSEC source: 0000950170-25-096715 · ownership.xml · nonDerivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,843.013 Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 21:00 UTC | BIOGEN INC. BIIB · Entity 1675 | GrantCommon Stock | 1,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017793 · form4.xml · nonDerivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,145 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 01:44 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 34.68 | $170.34 | $5,907.39 |
DisclosureSEC source: 0001062993-22-009614 · form4.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,781.23 Underlying: Common Stock · 34.68 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 |
| January 03, 2022 Filed Jan 4, 2022 19:49 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 94.7 | $131.99 | $12,499.45 |
DisclosureSEC source: 0001062993-22-000162 · form4.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,461.4 Underlying: Common Stock · 94.7 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 |
| October 01, 2021 Filed Oct 4, 2021 20:02 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 99.54 | $125.58 | $12,500.23 |
DisclosureSEC source: 0001771474-21-000066 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,068.6 Underlying: Common Stock · 99.54 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 |
| July 01, 2021 Filed Jul 2, 2021 21:25 UTC | BIOGEN INC. BIIB · Entity 1675 | GrantCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021327 · form4.xml · nonDerivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:51 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 93.22 | $134.09 | $12,499.87 |
DisclosureSEC source: 0001771474-21-000055 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,679.37 Underlying: Common Stock · 93.22 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 |
| May 14, 2021 Filed May 17, 2021 21:23 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000042 · edgar.xml · nonDerivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,983.17 Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 19:43 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 94.84 | $131.80 | $12,499.91 |
DisclosureSEC source: 0001771474-21-000031 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,311.43 Underlying: Common Stock · 94.84 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 742.83 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 |
| January 04, 2021 Filed Jan 5, 2021 20:05 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 100.97 | $123.80 | $12,500.09 |
DisclosureSEC source: 0001771474-21-000006 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,930 Underlying: Common Stock · 100.97 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 736.59 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 |
| October 01, 2020 Filed Oct 2, 2020 20:30 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 139.55 | $119.13 | $16,624.59 |
DisclosureSEC source: 0001771474-20-000097 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,555.56 Underlying: Common Stock · 139.55 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 730.61 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 |
| July 01, 2020 Filed Jul 2, 2020 18:39 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 137 | $121.35 | $16,624.95 |
DisclosureSEC source: 0001771474-20-000075 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,138.61 Underlying: Common Stock · 137 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 724.52 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 |
| May 05, 2020 Filed May 6, 2020 21:33 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 724.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000059 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724.52 Underlying: Common Stock · 724.52 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy 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 the 2021 Annual Meeting of Sempra Energy Shareholders. Vested 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 the 2021 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:46 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 160.3 | $103.71 | $16,624.71 |
DisclosureSEC source: 0001771474-20-000043 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,006.16 Underlying: Common Stock · 160.3 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 727.37 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 |
| January 02, 2020 Filed Jan 4, 2020 01:02 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 111.49 | $149.12 | $16,625.39 |
DisclosureSEC source: 0001771474-20-000007 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,646.14 Underlying: Common Stock · 111.49 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 722.79 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 |
| October 01, 2019 Filed Oct 2, 2019 00:00 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 102.51 | $146.08 | $14,974.66 |
DisclosureSEC source: 0001228379-19-000097 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,327.17 Underlying: Common Stock · 102.51 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 718.02 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 |
| July 01, 2019 Filed Jul 2, 2019 22:09 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 112.14 | $136.66 | $15,325.05 |
DisclosureSEC source: 0001228379-19-000079 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,010.45 Underlying: Common Stock · 112.14 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 713.10 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 |
| May 09, 2019 Filed May 10, 2019 21:15 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 713.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000058 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713.1 Underlying: Common Stock · 713.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy 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 the 2020 Annual Meeting of Sempra Energy Shareholders. Vested 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 the 2020 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:44 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 113.52 | $126.63 | $14,375.04 |
DisclosureSEC source: 0001228379-19-000043 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,961.25 Underlying: Common Stock · 113.52 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 865.95 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 |
| January 02, 2019 Filed Jan 3, 2019 20:46 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 134.65 | $106.76 | $14,375.23 |
DisclosureSEC source: 0001228379-19-000006 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,614.3 Underlying: Common Stock · 134.65 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 859.15 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 |
| October 01, 2018 Filed Oct 2, 2018 22:44 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 126.28 | $113.83 | $14,374.45 |
DisclosureSEC source: 0001228379-18-000084 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,252.64 Underlying: Common Stock · 126.28 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 852.51 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 |
| July 02, 2018 Filed Jul 3, 2018 21:43 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 124.42 | $115.54 | $14,375.49 |
DisclosureSEC source: 0001228379-18-000072 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,902.13 Underlying: Common Stock · 124.42 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 845.94 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 |
| May 10, 2018 Filed May 11, 2018 22:44 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 845.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000057 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.94 Underlying: Common Stock · 845.94 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy 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 the 2019 Annual Meeting of Sempra Energy Shareholders. Vested 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 the 2019 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 23:20 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 130.53 | $110.13 | $14,375.27 |
DisclosureSEC source: 0001228379-18-000037 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,709.29 Underlying: Common Stock · 130.53 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 549.63 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 |
| January 02, 2018 Filed Jan 3, 2018 21:42 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 136.45 | $105.35 | $14,375.01 |
DisclosureSEC source: 0001228379-18-000006 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,369.33 Underlying: Common Stock · 136.45 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 545.43 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 |
| October 02, 2017 Filed Oct 4, 2017 00:17 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 119.98 | $113.98 | $13,675.32 |
DisclosureSEC source: 0001228379-17-000097 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,039.32 Underlying: Common Stock · 119.98 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 541.54 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 |
| July 03, 2017 Filed Jul 5, 2017 18:02 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 121.29 | $112.18 | $13,606.31 |
DisclosureSEC source: 0001228379-17-000085 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,722.82 Underlying: Common Stock · 121.29 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 537.59 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 |
| May 12, 2017 Filed May 15, 2017 20:56 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 537.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000069 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537.59 Underlying: Common Stock · 537.59 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy 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 the 2018 Annual Meeting of Sempra Energy Shareholders. Vested 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 the 2018 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 23:32 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 125.61 | $109.86 | $13,799.51 |
DisclosureSEC source: 0001228379-17-000058 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,873.49 Underlying: Common Stock · 125.61 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 581.62 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 |
| January 03, 2017 Filed Jan 4, 2017 20:04 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 136.46 | $101.13 | $13,800.20 |
DisclosureSEC source: 0001228379-17-000010 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,561.73 Underlying: Common Stock · 136.46 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 577.39 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 |
| October 03, 2016 Filed Oct 4, 2016 21:14 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 118.957 | $105.08 | $12,500.00 |
DisclosureSEC source: 0001228379-16-000151 · edgar.xml · derivative · entry 1 JONES WILLIAM D /CA/ · CIK 0001228380 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,242.915 Underlying: Common Stock · 118.957 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy 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 573.232 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.