Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SEMPRASRE · Entity 3017 | Director · Chairman, CEO and President | March 19, 2026 | March 20, 2026 |
| SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265 | Director | January 30, 2017 | February 01, 2017 |
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 March 19, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 212,992.39 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-19 · Other · Acquired 2,098.24 · Balance 212,992.39 F1: 2,098.24 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $95.32 per phantom share with a total acquisition cost of $200,000. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is Immediate. F4: Expiration date is Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: 2,098.24 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $95.32 per phantom share with a total acquisition cost of $200,000. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is Immediate.
F4: Expiration date is Not Applicable.
SOUTHERN CALIFORNIA GAS CO
Report date January 30, 2017 · Filed February 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-01-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 23, 2018 19:44 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,685.67 | $105.43 | $177,720.19 |
DisclosureSEC source: 0001228379-18-000025 · edgar.xml · nonDerivative · entry 2 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,181.95 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:44 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,851.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000025 · edgar.xml · nonDerivative · entry 1 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,867.62 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:53 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000016 · edgar.xml · nonDerivative · entry 1 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,015.94 Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:29 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 19.22 | $102.58 | $1,971.59 |
DisclosureSEC source: 0001228379-17-000029 · edgar.xml · nonDerivative · entry 1 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31.92 Read SEC document |
| January 10, 2017 Filed Jan 10, 2017 18:57 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 1,266 | $101.25 | $128,182.50 |
DisclosureSEC source: 0001228379-17-000025 · edgar.xml · nonDerivative · entry 2 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F3 · price: Weighted average of sales prices. Actual prices range from $101.20 to $101.34. 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 |
| January 10, 2017 Filed Jan 10, 2017 18:57 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 3,000 | $100.83 | $302,490.00 |
DisclosureSEC source: 0001228379-17-000025 · edgar.xml · nonDerivative · entry 1 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266 F1 · kind: Sold in accordance with a written instruction and plan for trading securities pursuant to Rule 10b5-1(c) under the Securities Exchange Act of 1934. F2 · price: Weighted average of sales prices. Actual prices range from $100.20 to $101.19. 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 |
| January 04, 2017 Filed Jan 5, 2017 18:47 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 2,681.59 | $101.13 | $271,189.20 |
DisclosureSEC source: 0001228379-17-000021 · edgar.xml · nonDerivative · entry 2 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,266 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:47 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 6,947.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000021 · edgar.xml · nonDerivative · entry 1 Martin Jeffrey W · CIK 0001461446 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,947.59 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.