Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 43,448.6 |
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 43,448.6 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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 20:08 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 123.6 | $101.13 | $12,499.67 |
DisclosureSEC source: 0001228379-17-000016 · edgar.xml · derivative · entry 1 YARDLEY JAMES C · CIK 0001326431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,409.1 Underlying: Common Stock · 123.6 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 21:11 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 118.957 | $105.08 | $12,500.00 |
DisclosureSEC source: 0001228379-16-000145 · edgar.xml · derivative · entry 1 YARDLEY JAMES C · CIK 0001326431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,241.059 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.