Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN STATES WATER COAWR · Entity 4127 | Director · No | May 19, 2026 | May 20, 2026 |
| Kayne Anderson NextGen Energy & Infrastructure, Inc.KMF · Entity 108252 | Director | April 27, 2022 | May 04, 2022 |
| SEMPRASRE · Entity 3017 | Executive Vice President | June 17, 2026 | June 17, 2026 |
| SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265 | Director | July 05, 2025 | July 10, 2025 |
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.
AMERICAN STATES WATER CO
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,610.199 |
Ending reported balance
After 2026-05-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-03 · Grant · Acquired 3.4182 · Balance 1,083.3756 F1: Der units credited on 09/03/2025 at FMV Row 2 · 2026-02-14 · Disposition to issuer · Disposed 0.047 · Balance 1,083.3286 F2: Adjustment due to partial shares Row 3 · 2026-05-19 · Grant · Acquired 526.8704 · Balance 1,610.199 |
Filing footnotes · ownership attribution and instrument terms
F1: Der units credited on 09/03/2025 at FMV
F2: Adjustment due to partial shares
Kayne Anderson NextGen Energy & Infrastructure, Inc.
Report date April 27, 2022 · Filed May 04, 2022
This filing explicitly reported no securities owned.
SEMPRA
Report date June 17, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,163.81 |
Ending reported balance
After 2026-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-17 · Sale · Disposed 100 · Balance 33,063.81 Row 2 · 2026-06-17 · Sale · Disposed 7,900 · Balance 25,163.81 F1: Weighted average of sale prices. Actual prices range from $90.00 to $90.96. 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 or any security holder of Sempra. |
| Common StockSEC Table I · non-derivative | Indirect401(k) savings plan (06/16/2026) | 11,320.04 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,320.04 |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average of sale prices. Actual prices range from $90.00 to $90.96. 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 or any security holder of Sempra.
SOUTHERN CALIFORNIA GAS CO
Report date July 05, 2025 · Filed July 10, 2025
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Kayne Anderson Energy Infrastructure Fund, Inc.
Report date June 24, 2025 · Filed June 25, 2025
Section 16 reporting ended · disclosed 2025-06-25. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 17, 2026 22:30 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 7,900 | $90.56 | $715,424.00 |
DisclosureSEC source: 0001922699-26-000011 · wk-form4_1781735448.xml · nonDerivative · entry 2 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,163.81 F1 · kind: Weighted average of sale prices. Actual prices range from $90.00 to $90.96. 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 or any security holder of Sempra. Read SEC document |
| June 17, 2026 Filed Jun 17, 2026 22:30 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 100 | $89.85 | $8,985.00 |
DisclosureSEC source: 0001922699-26-000011 · wk-form4_1781735448.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,063.81 Read SEC document |
| May 19, 2026 Filed May 20, 2026 00:27 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 526.8704 | $75.92 | $40,000.00 |
DisclosureSEC source: 0001056903-26-000051 · form4.xml · nonDerivative · entry 3 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,610.199 Read SEC document |
| February 14, 2026 Filed May 20, 2026 00:27 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.047 | $0.00 | $0.00 |
DisclosureSEC source: 0001056903-26-000051 · form4.xml · nonDerivative · entry 2 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,083.3286 F2 · shares: Adjustment due to partial shares Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 02:29 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,575.06 | $87.11 | $137,203.48 |
DisclosureSEC source: 0001922699-26-000007 · wk-form4_1769653786.xml · nonDerivative · entry 3 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,303.22 Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 02:29 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,623.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001922699-26-000007 · wk-form4_1769653786.xml · nonDerivative · entry 2 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,878.28 Read SEC document |
| January 27, 2026 Filed Jan 29, 2026 02:29 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 1,902.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001922699-26-000007 · wk-form4_1769653786.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,254.85 Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 23:46 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 16.45 | $91.77 | $1,509.62 |
DisclosureSEC source: 0001922699-26-000005 · wk-form4_1768607174.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,252.27 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 01:27 UTC | SEMPRA SRE · Entity 3017 | GrantEmployee Stock Option (right to buy) · Derivative | 60,429 | $0.00 Strike: $89.71 | $0.00 |
DisclosureSEC source: 0001922699-26-000003 · wk-form4_1767662839.xml · derivative · entry 3 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,429 Underlying: Common Stock · 60,429 shares Expires 2036-01-01 F1 · derivative.exercise_date: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 01:27 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 2,442.76 | $89.71 | $219,140.00 |
DisclosureSEC source: 0001922699-26-000003 · wk-form4_1767662839.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,221.33 Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 00:32 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 500 | $91.70 | $45,850.00 |
DisclosureSEC source: 0001922699-25-000018 · wk-form4_1763598730.xml · nonDerivative · entry 2 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,664.09 Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 00:32 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 5,500 | $91.58 | $503,690.00 |
DisclosureSEC source: 0001922699-25-000018 · wk-form4_1763598730.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,164.09 F1 · price: Weighted average of sale prices. Actual prices range from $91.47 to $91.70. 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 or any security holder of Sempra. Read SEC document |
| September 03, 2025 Filed May 20, 2026 00:27 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 3.4182 | $73.52 | $251.31 |
DisclosureSEC source: 0001056903-26-000051 · form4.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,083.3756 F1 · shares: Der units credited on 09/03/2025 at FMV Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 21:15 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 5,114 | $82.01 | $419,399.14 |
DisclosureSEC source: 0001922699-25-000007 · wk-form4_1755206126.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,380.47 Read SEC document |
| May 20, 2025 Filed May 21, 2025 23:58 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 560.9574 | $80.22 | $45,000.00 |
DisclosureSEC source: 0001567619-25-000311 · form4.xml · nonDerivative · entry 3 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079.9574 Read SEC document |
| May 19, 2025 Filed May 21, 2025 23:58 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | Disposition to issuerCommon Shares | 0.2871 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-25-000311 · form4.xml · nonDerivative · entry 2 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519 F2 · shares: Adjustment due to partial share Read SEC document |
| September 03, 2024 Filed May 21, 2025 23:58 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 2.9582 | $81.25 | $240.35 |
DisclosureSEC source: 0001567619-25-000311 · form4.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Director · No 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519.2871 F1 · shares: DER Units credited on 09/03/2024 as dividend at FMV Read SEC document |
| May 21, 2024 Filed May 22, 2024 21:39 UTC | AMERICAN STATES WATER CO AWR · Entity 4127 | GrantCommon Shares | 516.3289 | $77.47 | $40,000.00 |
DisclosureSEC source: 0001056903-24-000045 · form4.xml · nonDerivative · entry 1 Winn Caroline Ann · CIK 0001922699 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516.3289 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.