Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEVON ENERGY CORP/DEDVN · Entity 3022 | Director | June 04, 2025 | June 05, 2025 |
| Kayne Anderson Energy Infrastructure Fund, Inc.KYN · Entity 4334 | Director | October 06, 2025 | October 06, 2025 |
| Magellan Midstream Partners, L.P.MMP · Entity 109405 | Director · President & CEO | January 26, 2022 | January 28, 2022 |
| 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.
DEVON ENERGY CORP/DE
Report date June 04, 2025 · Filed June 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,442 |
Reported balance
After 2025-06-04 transaction · row 1
1 source rowRow 1 · 2025-06-04 · Grant · Acquired 7,288 · Balance 18,442 F1: Represents deferred restricted stock units granted on June 4, 2025, to vest 100% on the day immediately following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred restricted stock units granted on June 4, 2025, to vest 100% on the day immediately following the grant date.
Kayne Anderson Energy Infrastructure Fund, Inc.
Report date October 06, 2025 · Filed October 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2025-10-06 transaction · row 1
1 source rowRow 1 · 2025-10-06 · Purchase · Acquired 10,000 · Balance 10,000 |
Magellan Midstream Partners, L.P.
Report date January 26, 2022 · Filed January 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 245,566 |
Ending reported balance
After 2022-01-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-26 · Exercise / conversion · Acquired 64,727 · Balance 274,182 Row 2 · 2022-01-26 · Tax withholding · Disposed 28,616 · Balance 245,566 |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2021-12-31 | Direct | 173,510 |
Reported balance
After 2022-01-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-26 · Grant · Acquired 30,961 · Balance 173,510 F1: One-for-One |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2021-12-31 | Direct | 108,783 |
Reported balance
After 2022-01-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-26 · Exercise / conversion · Disposed 64,727 · Balance 108,783 F1: One-for-One |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2024-12-31 | Direct | 169,395 |
Reported balance
After 2022-01-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-01-26 · Grant · Acquired 60,612 · Balance 169,395 F1: One-for-One |
Filing footnotes · ownership attribution and instrument terms
F1: One-for-One
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 | 22,884.34 |
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 160.15 · Balance 22,884.34 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.
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 | 160.15 | $78.05 | $12,499.71 |
DisclosureSEC source: 0001188019-26-000011 · wk-form4_1790976124.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,884.34 Underlying: Common Stock · 160.15 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 |
| July 01, 2026 Filed Jul 2, 2026 20:11 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 136.81 | $91.37 | $12,500.33 |
DisclosureSEC source: 0001188019-26-000009 · wk-form4_1783023087.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,565.86 Underlying: Common Stock · 136.81 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 |
| May 12, 2026 Filed May 13, 2026 23:42 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 1,498.77 | $0.00 | $0.00 |
DisclosureSEC source: 0001188019-26-000006 · wk-form4_1778715755.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,429.06 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 20,930.29 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 23:25 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 128.32 | $97.41 | $12,499.65 |
DisclosureSEC source: 0001188019-26-000004 · wk-form4_1775172329.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,788.42 Underlying: Common Stock · 128.32 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 |
| January 02, 2026 Filed Jan 6, 2026 00:33 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 139.34 | $89.71 | $12,500.19 |
DisclosureSEC source: 0001188019-26-000002 · wk-form4_1767659617.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,517.13 Underlying: Common Stock · 139.34 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 |
| October 06, 2025 Filed Oct 6, 2025 19:37 UTC | Kayne Anderson Energy Infrastructure Fund, Inc. KYN · Entity 4334 | PurchaseCommon Stock | 10,000 | $12.24 | $122,365.00 |
DisclosureSEC source: 0001188019-25-000005 · primary_doc.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 22:10 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 140.04 | $89.26 | $12,499.97 |
DisclosureSEC source: 0001188019-25-000004 · wk-form4_1759443042.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,236.14 Underlying: Common Stock · 140.04 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 |
| July 01, 2025 Filed Jul 2, 2025 21:38 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 164.09 | $76.18 | $12,500.38 |
DisclosureSEC source: 0001062993-25-012500 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,924.06 Underlying: Common Stock · 164.09 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 04, 2025 Filed Jun 5, 2025 20:46 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 7,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016873 · form4.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,442 F1 · shares: Represents deferred restricted stock units granted on June 4, 2025, to vest 100% on the day immediately following the grant date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 00:24 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 1,863.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009427 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,759.98 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 17,896.54 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 22:22 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 174.68 | $71.56 | $12,500.10 |
DisclosureSEC source: 0001062993-25-006888 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,734.93 Underlying: Common Stock · 174.68 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 1,679.16 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 10, 2025 Filed Mar 11, 2025 22:36 UTC | SEMPRA SRE · Entity 3017 | PurchaseCommon Stock | 1,000 | $67.70 | $67,700.00 |
DisclosureSEC source: 0001062993-25-005177 · form4.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · 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 |
| January 02, 2025 Filed Jan 3, 2025 22:21 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 143.46 | $87.13 | $12,499.67 |
DisclosureSEC source: 0001062993-25-000253 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,430.01 Underlying: Common Stock · 143.46 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 1,666.60 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, 2024 Filed Oct 2, 2024 22:13 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 148.95 | $83.92 | $12,499.88 |
DisclosureSEC source: 0001062993-24-017315 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,160.61 Underlying: Common Stock · 148.95 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 1,654.36 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, 2024 Filed Jul 2, 2024 21:04 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 166.73 | $74.97 | $12,499.75 |
DisclosureSEC source: 0001062993-24-013354 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,876.32 Underlying: Common Stock · 166.73 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 1,641.07 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 05, 2024 Filed Jun 6, 2024 20:38 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018075 · form4.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,154 F1 · shares: Represents deferred restricted stock units granted on June 5, 2024, to vest 100% on the day immediately following the grant date. Read SEC document |
| May 09, 2024 Filed May 13, 2024 19:21 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 1,641.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010031 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,641.07 Underlying: Common Stock · 1,641.07 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted 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 the 2025 Annual Meeting of Sempra 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 2025 Annual Meeting of Sempra Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 21:16 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 175.17 | $71.36 | $12,500.13 |
DisclosureSEC source: 0001062993-24-007757 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,934.31 Underlying: Common Stock · 175.17 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 1,671.12 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, 2024 Filed Jan 4, 2024 00:41 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 164.86 | $75.82 | $12,499.69 |
DisclosureSEC source: 0001062993-24-000302 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,644.48 Underlying: Common Stock · 164.86 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 1,657.99 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, 2023 Filed Oct 4, 2023 00:29 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 191.51 | $65.27 | $12,499.86 |
DisclosureSEC source: 0001062993-23-018930 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,359.45 Underlying: Common Stock · 191.51 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 1,644.05 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. F6 · 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 |
| July 03, 2023 Filed Jul 5, 2023 19:36 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 86.1 | $145.18 | $12,500.00 |
DisclosureSEC source: 0001062993-23-014430 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,027.3 Underlying: Common Stock · 86.1 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 815.45 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 07, 2023 Filed Jun 8, 2023 20:44 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018330 · form4.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,220 F1 · shares: Restricted stock granted on June 7, 2023 to vest 100% on the first anniversary of the date of grant. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:48 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 815.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011151 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 815.45 Underlying: Common Stock · 815.45 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 2024 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 2024 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, 2023 Filed Apr 4, 2023 21:59 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 83.57 | $149.58 | $12,500.40 |
DisclosureSEC source: 0001062993-23-008660 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,079.33 Underlying: Common Stock · 83.57 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 730.23 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 05, 2023 Filed Jan 6, 2023 21:40 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001079 · form4.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 F1 · shares: Restricted stock granted January 5, 2023 to vest 100% on the first anniversary of the date of the grant. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:12 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 81.32 | $153.71 | $12,499.70 |
DisclosureSEC source: 0001062993-23-000353 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,954.43 Underlying: Common Stock · 81.32 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 725.13 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, 2022 Filed Oct 4, 2022 18:22 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 80.58 | $155.12 | $12,499.57 |
DisclosureSEC source: 0001062993-22-020275 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,827.69 Underlying: Common Stock · 80.58 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 719.44 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 |
| July 01, 2022 Filed Jul 5, 2022 20:52 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 81.4 | $153.56 | $12,499.78 |
DisclosureSEC source: 0001062993-22-015903 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,703.79 Underlying: Common Stock · 81.4 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 714.02 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 |
| May 13, 2022 Filed May 16, 2022 21:09 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 714.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012637 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714.02 Underlying: Common Stock · 714.02 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 2023 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 2023 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, 2022 Filed Apr 5, 2022 01:45 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 73.38 | $170.34 | $12,499.55 |
DisclosureSEC source: 0001062993-22-009616 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,876.25 Underlying: Common Stock · 73.38 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 853.61 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 |
| January 26, 2022 Filed Jan 28, 2022 16:21 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | GrantPhantom Units · Derivative | 60,612 | $46.70 | $2,830,580.40 |
DisclosureSEC source: 0001126975-22-000039 · wf-form4_164340490009282.xml · derivative · entry 5 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,395 Underlying: Common Units · 60,612 shares Expires 2024-12-31 F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:21 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Exercise / conversionPhantom Units · Derivative | 64,727 | $46.44 | $3,005,921.88 |
DisclosureSEC source: 0001126975-22-000039 · wf-form4_164340490009282.xml · derivative · entry 4 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,783 Underlying: Common Units · 64,727 shares Expires 2021-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:21 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | GrantPhantom Units · Derivative | 30,961 | $46.44 | $1,437,828.84 |
DisclosureSEC source: 0001126975-22-000039 · wf-form4_164340490009282.xml · derivative · entry 3 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,510 Underlying: Common Units · 30,961 shares Expires 2021-12-31 F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:21 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Tax withholdingCommon Units | 28,616 | $46.44 | $1,328,927.04 |
DisclosureSEC source: 0001126975-22-000039 · wf-form4_164340490009282.xml · nonDerivative · entry 2 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,566 Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:21 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Exercise / conversionCommon Units | 64,727 | $46.44 | $3,005,921.88 |
DisclosureSEC source: 0001126975-22-000039 · wf-form4_164340490009282.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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: 0001062993-22-000160 · form4.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,765.21 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. F5 · balance_after: Total includes 846.78 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, 2021 Filed Oct 4, 2021 20:04 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 99.54 | $125.58 | $12,500.23 |
DisclosureSEC source: 0001771474-21-000068 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,631.88 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. F5 · balance_after: Total includes 1,407.41 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, 2021 Filed Jul 2, 2021 20:53 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 93.22 | $134.09 | $12,499.87 |
DisclosureSEC source: 0001771474-21-000057 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,494.79 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. F5 · balance_after: Total includes 1,395.75 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 14, 2021 Filed May 17, 2021 21:25 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 832.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000044 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832.67 Underlying: Common Stock · 832.67 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 2022 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 2022 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, 2021 Filed Apr 2, 2021 19:45 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 94.84 | $131.80 | $12,499.91 |
DisclosureSEC source: 0001771474-21-000033 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,541.23 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 1,301.43 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 |
| January 26, 2021 Filed Jan 28, 2021 17:45 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | GrantPhantom Units · Derivative | 66,108 | $41.37 | $2,734,887.96 |
DisclosureSEC source: 0001126975-21-000039 · wf-form4_161187394272594.xml · derivative · entry 5 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,549 Underlying: Common Units · 66,108 shares Expires 2023-12-31 F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 17:45 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Exercise / conversionPhantom Units · Derivative | 34,663 | $42.44 | $1,471,097.72 |
DisclosureSEC source: 0001126975-21-000039 · wf-form4_161187394272594.xml · derivative · entry 4 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,441 Underlying: Common Units · 34,663 shares Expires 2020-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 17:45 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | GrantPhantom Units · Derivative | 26,530 | $42.44 | $1,125,933.20 |
DisclosureSEC source: 0001126975-21-000039 · wf-form4_161187394272594.xml · derivative · entry 3 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,104 Underlying: Common Units · 26,530 shares Expires 2020-12-31 F1 · derivative.exercise_price: One-for-One Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 17:45 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Tax withholdingCommon Units | 15,446 | $42.44 | $655,528.24 |
DisclosureSEC source: 0001126975-21-000039 · wf-form4_161187394272594.xml · nonDerivative · entry 2 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,455 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 17:45 UTC | Magellan Midstream Partners, L.P. MMP · Entity 109405 | Exercise / conversionCommon Units | 34,663 | $42.44 | $1,471,097.72 |
DisclosureSEC source: 0001126975-21-000039 · wf-form4_161187394272594.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 20:06 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 100.97 | $123.80 | $12,500.09 |
DisclosureSEC source: 0001771474-21-000008 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,418.28 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 1290.50 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 20:32 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 104.93 | $119.13 | $12,500.31 |
DisclosureSEC source: 0001771474-20-000099 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,291.24 Underlying: Common Stock · 104.93 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 1829.43 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 |
| August 11, 2020 Filed Aug 12, 2020 20:22 UTC | SEMPRA SRE · Entity 3017 | PurchaseCommon Stock | 2,000 | $131.83 | $263,660.00 |
DisclosureSEC source: 0001771474-20-000087 · edgar.xml · nonDerivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: Weighted average of sales prices. Actual prices range from $131.81 to $131.83. 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 |
| July 01, 2020 Filed Jul 2, 2020 18:41 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 103.01 | $121.35 | $12,500.26 |
DisclosureSEC source: 0001771474-20-000077 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,160.61 Underlying: Common Stock · 103.01 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 1,814.18 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 21:35 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 724.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000061 · edgar.xml · derivative · entry 1 MEARS MICHAEL N · CIK 0001188019 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.