Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Polaris Inc.PII · Entity 760 | Director | October 01, 2026 | October 03, 2026 |
| SEMPRASRE · Entity 3017 | President and CLO | January 02, 2020 | January 06, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Polaris Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,168.76 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 692.19 · Balance 39,168.76 F1: The reported transaction involved the crediting of 692.19 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 692.19 newly acquired CSEs, and 399.95 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the crediting of 692.19 Common Stock Equivalents (CSEs), each of which may be settled in one share of common stock, to the reporting person's account under the Company's Deferred Compensation Plan for Directors (DC Plan) in connection with the reporting person's election to defer receipt of the reporting person's quarterly cash retainer payment. The total reported in column 5 includes the 692.19 newly acquired CSEs, and 399.95 CSEs and deferred stock units acquired pursuant to the dividend reinvestment feature of the DC Plan.
SEMPRA
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,744.19 |
Reported balance
After 2020-01-02 transaction · row 1
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 2,515 · Balance 33,744.19 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $149.12 · Expires 2030-01-01 | Direct | 18,978 |
Reported balance
After 2020-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-01-02 · Grant · Acquired 18,978 · Balance 18,978 F1: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy self as trustee for the benefit of spouse and children | 65 |
Reported balance
Holding disclosure · report date 2020-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65 |
Filing footnotes · ownership attribution and instrument terms
F1: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| August 25, 2017 Filed Aug 29, 2017 16:24 UTC | Polaris Inc. PII · Entity 760 | PurchaseCommon Stock | 2,833 | $95.18 | $269,644.94 |
DisclosureSEC source: 0001209191-17-050506 · doc4.xml · nonDerivative · entry 1 Bilicic George W · CIK 0001714654 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 F1 · price: Reflects the weighted average price of 2,833 shares of Common Stock purchased by the reporting person in multiple transactions on August 25, 2017 with purchase prices ranging from $94.92 to $95.37 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 18:07 UTC | Polaris Inc. PII · Entity 760 | GrantCommon Stock Equivalent · Derivative | 123.82 | $89.32 | $11,059.60 |
DisclosureSEC source: 0001209191-17-049804 · doc4.xml · derivative · entry 1 Bilicic George W · CIK 0001714654 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123.82 Underlying: Common Stock · 123.82 shares Expires not disclosed F1 · security: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F2 · derivative.exercise_price: 1 for 1 conversion F1 · derivative.exercise_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. F1 · derivative.expiration_date: Common Stock Equivalents (CSE) are credited to director accounts under the Company's Deferred Compensation Plan for Non-Employee Directors. The Plan has been approved by a vote of shareholders. Upon termination of his/her services, a Director is entitled to receive one share of common stock for each CSE earned. 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.