TapewireFind a company

person · Reporting owner

MIHALIK TREVOR I

Disclosed activity across 4 companies

Tapewire entity
61437
SEC CIK
0001554221

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986Executive VP & CFOMarch 10, 2026March 12, 2026
SEMPRASRE · Entity 3017EVP and Group PresDecember 02, 2024December 04, 2024
SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265DirectorJanuary 30, 2017February 01, 2017
WD 40 COWDFC · Entity 4262DirectorDecember 12, 2024December 16, 2024

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 ELECTRIC POWER CO INC

Report date March 10, 2026 · Filed March 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect79,595 Ending reported balance After 2026-03-10 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-03-10 · Grant · Acquired 61 · Balance 79,623

Row 2 · 2026-03-10 · Tax withholding · Disposed 28 · Balance 79,595

SEMPRA

Report date December 02, 2024 · Filed December 04, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirect401(k) savings plan0 Reported balance After 2024-12-03 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2024-12-03 · Other · Disposed 8,793.9 · Balance 0

F1: As permitted by the 401(k) savings plan, the reporting person transferred the balance of his investment in Sempra Common Stock held in the plan into an alternative investment account.

Phantom SharesSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-12-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2024-12-02 · Other · Disposed 58,531.98 · Balance 0

F2: As permitted by the deferred compensation plan, the reporting person transferred phantom shares of Sempra Common Stock held in the plan into an alternative investment account. Total number of phantom shares transferred in column 5 includes additional shares accrued as dividend equivalents since the date of the last report on phantom shares.

F3: Conversion of Derivative Security is 1 for 1.

F4: Date exercisable is Immediate.

F5: Expiration date is Not Applicable.

Common StockSEC Table I · non-derivativeDirect11,190.09 Reported balance Holding disclosure · report date 2024-12-02 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 11,190.09

Filing footnotes · ownership attribution and instrument terms

F1: As permitted by the 401(k) savings plan, the reporting person transferred the balance of his investment in Sempra Common Stock held in the plan into an alternative investment account.

F2: As permitted by the deferred compensation plan, the reporting person transferred phantom shares of Sempra Common Stock held in the plan into an alternative investment account. Total number of phantom shares transferred in column 5 includes additional shares accrued as dividend equivalents since the date of the last report on phantom shares.

F3: Conversion of Derivative Security is 1 for 1.

F4: Date exercisable is Immediate.

F5: Expiration date is Not Applicable.

SOUTHERN CALIFORNIA GAS CO

Report date January 30, 2017 · Filed February 01, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
No securities beneficially ownedSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2017-01-30 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

WD 40 CO

Report date December 12, 2024 · Filed December 16, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect3,903 Reported balance After 2024-12-12 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2024-12-12 · Grant · Acquired 412 · Balance 3,903

F1: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on October 3, 2024 ("2024 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2024 and had an aggregate fair market value of approximately $110,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

Common StockSEC Table I · non-derivativeDirect4,184 Reported balance After 2024-12-12 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2024-12-12 · Grant · Acquired 281 · Balance 4,184

F2: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the 2024 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2024 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2024 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F3: Represents: (i) 302 shares acquired via stock purchases by Reporting Owner, (ii) 3,601 vested RSUs treated as common stock equivalents, and (iii) 281 unvested RSUs. Following termination of Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on October 3, 2024 ("2024 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2024 and had an aggregate fair market value of approximately $110,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

F2: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the 2024 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2024 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2024 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F3: Represents: (i) 302 shares acquired via stock purchases by Reporting Owner, (ii) 3,601 vested RSUs treated as common stock equivalents, and (iii) 281 unvested RSUs. Following termination of Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2026 Filed Mar 12, 2026 17:11 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 28 $132.31 $3,704.68
Disclosure

SEC source: 0001628280-26-017107 · wk-form4_1773335477.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,595

Read SEC document
March 10, 2026 Filed Mar 12, 2026 17:11 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantCommon Stock 61 $132.31 $8,070.91
Disclosure

SEC source: 0001628280-26-017107 · wk-form4_1773335477.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,623

Read SEC document
February 23, 2026 Filed Feb 25, 2026 19:57 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 1,590 $132.03 $209,927.70
Disclosure

SEC source: 0001628280-26-011549 · wk-form4_1772049446.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,562

F2 · shares: A portion of the reporting person's restricted stock units (3,192) granted on February 17, 2025, vested on February 21, 2026. Upon vesting, 1,590 restricted stock units were withheld to satisfy the reporting person's tax liability.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 19:57 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 Tax withholdingCommon Stock 1,424 $132.03 $188,010.72
Disclosure

SEC source: 0001628280-26-011549 · wk-form4_1772049446.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,152

F1 · shares: A portion of the reporting person's restricted stock units (5,323) granted on January 17, 2025, vested on February 21, 2026. Upon vesting, 1,424 restricted stock units were withheld to satisfy the reporting person's tax liability.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 18:59 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantResticted Stock Units 7,678 $130.24 $999,982.72
Disclosure

SEC source: 0001628280-26-009613 · wk-form4_1771527570.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,576

F1 · security: Each restricted stock unit represents a right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2027, February 21, 2028, and February 21, 2029.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 12:44 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantRestricted Stock Units 48,534 $103.02 $4,999,972.68
Disclosure

SEC source: 0000004904-25-000073 · wk-form4_1750077881.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,648

F1 · security: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest on August 1, 2029.

Read SEC document
February 17, 2025 Filed Feb 19, 2025 19:52 UTC AMERICAN ELECTRIC POWER CO INC AEP · Entity 2986 GrantRestricted Stock Units 9,329 $0.00 $0.00
Disclosure

SEC source: 0001398889-25-000032 · wk-form4_1739994716.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,753

F1 · ownership.direct: Each restricted stock unit represents a contingent right to receive AEP common stock upon vesting. The restricted stock units vest in three equal installments on February 21, 2026, February 21, 2027 and February 21, 2028.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 21:15 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 281 Not disclosed Not disclosed
Disclosure

SEC source: 0000105132-24-000103 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,184

F2 · shares: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the 2024 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2024 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2024 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F2 · price: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the 2024 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2024 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $75,000 on the Grant Date. Unless as otherwise provided in the 2024 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F3 · balance_after: Represents: (i) 302 shares acquired via stock purchases by Reporting Owner, (ii) 3,601 vested RSUs treated as common stock equivalents, and (iii) 281 unvested RSUs. Following termination of Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 21:15 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 412 Not disclosed Not disclosed
Disclosure

SEC source: 0000105132-24-000103 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,903

F1 · security: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on October 3, 2024 ("2024 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2024 and had an aggregate fair market value of approximately $110,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

F1 · shares: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on October 3, 2024 ("2024 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2024 and had an aggregate fair market value of approximately $110,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

F1 · price: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with Issuer's Directors' Compensation Policy and Election Plan adopted on October 3, 2024 ("2024 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2024 and had an aggregate fair market value of approximately $110,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

Read SEC document
December 03, 2024 Filed Dec 4, 2024 22:30 UTC SEMPRA SRE · Entity 3017 OtherCommon Stock 8,793.9 $93.20 $819,591.48
Disclosure

SEC source: 0001062993-24-020075 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(k) savings plan

Disclosed balance after: 0

F1 · security: As permitted by the 401(k) savings plan, the reporting person transferred the balance of his investment in Sempra Common Stock held in the plan into an alternative investment account.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 22:30 UTC SEMPRA SRE · Entity 3017 OtherPhantom Shares · Derivative 58,531.98 $92.18 $5,395,477.92
Disclosure

SEC source: 0001062993-24-020075 · form4.xml · derivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 58,531.98 shares

Expires not disclosed

F2 · security: As permitted by the deferred compensation plan, the reporting person transferred phantom shares of Sempra Common Stock held in the plan into an alternative investment account. Total number of phantom shares transferred in column 5 includes additional shares accrued as dividend equivalents since the date of the last report on phantom shares.

F3 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1.

F3 · shares: Conversion of Derivative Security is 1 for 1.

F4 · derivative.exercise_date: Date exercisable is Immediate.

F5 · derivative.expiration_date: Expiration date is Not Applicable.

Read SEC document
November 20, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 23,713 $93.09 $2,207,443.17
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · nonDerivative · entry 5

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,190.09

F1 · price: Weighted average of sales prices. Actual prices range from $92.835 to $93.39. 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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionEmployee Stock Options (1/4/2021-81,036) · Derivative 81,036 $0.00 Strike: $61.90 $0.00
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · derivative · entry 9

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 81,036 shares

Expires 2031-01-03

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.

F2 · security: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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.

F2 · derivative.exercise_date: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionEmployee Stock Options (1/2/2020-31,884) · Derivative 31,884 $0.00 Strike: $74.56 $0.00
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · derivative · entry 8

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,884 shares

Expires 2030-01-01

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.

F2 · security: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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.

F2 · derivative.exercise_date: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionEmployee Stock Options (1/2/2019-31,024) · Derivative 31,024 $0.00 Strike: $53.38 $0.00
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · derivative · entry 7

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,024 shares

Expires 2029-01-01

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.

F2 · security: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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.

F2 · derivative.exercise_date: Each option award was granted on the date and as to the total number of shares indicated parenthetically and became exercisable in three equal annual installments beginning on the first anniversary of the date of grant. For all purposes in this form, the total number of shares subject to each option award and its exercise price reflect 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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 120,231 $93.38 $11,227,170.78
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · nonDerivative · entry 4

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,903.09

Read SEC document
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionCommon Stock 81,036 $61.90 $5,016,128.40
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · nonDerivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,134.09

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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionCommon Stock 31,884 $74.56 $2,377,271.04
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,098.09

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
November 19, 2024 Filed Nov 21, 2024 00:48 UTC SEMPRA SRE · Entity 3017 Exercise / conversionCommon Stock 31,024 $53.38 $1,656,061.12
Disclosure

SEC source: 0001062993-24-019422 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,214.09

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
May 28, 2024 Filed May 29, 2024 20:59 UTC SEMPRA SRE · Entity 3017 OtherPhantom Shares · Derivative 3,309.93 $75.53 $249,999.01
Disclosure

SEC source: 0001062993-24-011417 · form4.xml · derivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,635.05

Underlying: Common Stock · 3,309.93 shares

Expires not disclosed

F1 · security: 3,309.93 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $75.53 per phantom share with a total acquisition cost of $250,000. Total in column 9 includes additional shares accrued as dividend equivalents since the date of the last report of phantom shares. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account.

F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1.

F2 · shares: Conversion of Derivative Security is 1 for 1.

F3 · derivative.exercise_date: Date exercisable is Immediate.

F4 · derivative.expiration_date: Expiration date is Not Applicable.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 00:42 UTC SEMPRA SRE · Entity 3017 OtherPhantom Shares · Derivative 28,020.4 $71.38 $2,000,096.15
Disclosure

SEC source: 0001062993-24-006450 · form4.xml · derivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,835.54

Underlying: Common Stock · 28,020.4 shares

Expires not disclosed

F1 · security: 28,020.40 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $71.38 per phantom share with a total acquisition cost of $2,000,000. Total in column 9 includes additional shares accrued as dividend equivalents since the date of the last report of phantom shares. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account.

F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1.

F2 · shares: Conversion of Derivative Security is 1 for 1.

F3 · derivative.exercise_date: Date exercisable is Immediate.

F4 · derivative.expiration_date: Expiration date is Not Applicable.

Read SEC document
March 06, 2024 Filed Mar 6, 2024 22:52 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 57,571 $70.59 $4,063,936.89
Disclosure

SEC source: 0001062993-24-005721 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and Group Pres

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,921.56

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 $70.33 to $71.07. 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
February 21, 2024 Filed Feb 23, 2024 01:18 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 13,598.27 $71.96 $978,531.51
Disclosure

SEC source: 0001062993-24-004128 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,492.56

Read SEC document
February 21, 2024 Filed Feb 23, 2024 01:18 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 27,426.27 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-004128 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,090.83

Read SEC document
January 25, 2024 Filed Jan 27, 2024 01:48 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 6,558.26 $70.73 $463,865.73
Disclosure

SEC source: 0001062993-24-001460 · form4.xml · nonDerivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,664.56

Read SEC document
January 25, 2024 Filed Jan 27, 2024 01:48 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 9,907.74 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001460 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,222.82

Read SEC document
January 25, 2024 Filed Jan 27, 2024 01:48 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 7,456.52 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001460 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,315.08

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, 2024 Filed Jan 4, 2024 18:55 UTC SEMPRA SRE · Entity 3017 GrantEmployee Stock Option (right to buy) · Derivative 77,095 $0.00 Strike: $75.82 $0.00
Disclosure

SEC source: 0001062993-24-000373 · form4.xml · derivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · EVP and Group Pres

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,095

Underlying: Common Stock · 77,095 shares

Expires 2034-01-01

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
December 12, 2023 Filed Dec 13, 2023 21:20 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 251 Not disclosed Not disclosed
Disclosure

SEC source: 0000105132-23-000106 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,491

F2 · security: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the Issuer's 2023 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2023 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $60,000 on the Grant Date. Unless as otherwise provided in the 2023 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F2 · shares: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the Issuer's 2023 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2023 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $60,000 on the Grant Date. Unless as otherwise provided in the 2023 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F2 · price: Represents an elective RSU award covering shares of Issuer's common stock granted in accordance with the Issuer's 2023 Directors' Compensation Policy. This RSU award, which was granted effective December 12, 2023 ("Grant Date") and was in lieu of receiving cash for annual base compensation for directors, had an aggregate fair market value of approximately $60,000 on the Grant Date. Unless as otherwise provided in the 2023 Directors' Compensation Policy, and subject to continuous service as a director, the RSU award vests 1/12th per month over one year commencing on the first day of the calendar month after the Grant Date.

F3 · balance_after: Represents: (i) 302 shares acquired via stock purchases by Reporting Owner, (ii) 2,938 vested RSUs treated as common stock equivalents, and (iii) 251 unvested RSUs. Following termination of the Reporting Person's service as a director, vested RSUs will be settled with Issuer's common stock.

Read SEC document
December 12, 2023 Filed Dec 13, 2023 21:20 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 406 Not disclosed Not disclosed
Disclosure

SEC source: 0000105132-23-000106 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,240

F1 · security: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 5, 2023 ("2023 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2023 and had an aggregate fair market value of approximately $97,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

F1 · shares: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 5, 2023 ("2023 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2023 and had an aggregate fair market value of approximately $97,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

F1 · price: Represents a restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 5, 2023 ("2023 Directors' Compensation Policy"). This RSU award, which was granted effective December 12, 2023 and had an aggregate fair market value of approximately $97,000 on such date, is the non-elective portion of annual director compensation and vests upon grant.

Read SEC document
March 01, 2023 Filed Mar 1, 2023 22:31 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 2,306 $148.50 $342,441.00
Disclosure

SEC source: 0001062993-23-005375 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,362.04

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.

Read SEC document
February 21, 2023 Filed Feb 23, 2023 01:36 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 2,341.74 $155.42 $363,953.23
Disclosure

SEC source: 0001062993-23-004466 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,668.04

Read SEC document
February 21, 2023 Filed Feb 23, 2023 01:36 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 6,196.99 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-004466 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,009.78

Read SEC document
January 26, 2023 Filed Jan 27, 2023 21:50 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 2,840.77 $160.50 $455,943.59
Disclosure

SEC source: 0001062993-23-001506 · form4.xml · nonDerivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,812.79

Read SEC document
January 26, 2023 Filed Jan 27, 2023 21:50 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 7,075.11 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-001506 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,653.55

Read SEC document
January 26, 2023 Filed Jan 27, 2023 21:50 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 1,877.91 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-001506 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,578.44

Read SEC document
January 17, 2023 Filed Jan 19, 2023 20:35 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 1.43 $162.20 $231.95
Disclosure

SEC source: 0001062993-23-001076 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,700.53

Read SEC document
January 03, 2023 Filed Jan 5, 2023 00:54 UTC SEMPRA SRE · Entity 3017 GrantEmployee Stock Option (right to buy) · Derivative 32,391 $0.00 Strike: $153.71 $0.00
Disclosure

SEC source: 0001062993-23-000423 · form4.xml · derivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,391

Underlying: Common Stock · 32,391 shares

Expires 2033-01-02

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 03, 2023 Filed Jan 5, 2023 00:54 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 313.92 $153.71 $48,252.64
Disclosure

SEC source: 0001062993-23-000423 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,687.04

Read SEC document
December 13, 2022 Filed Dec 15, 2022 21:06 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 840 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-021645 · doc1.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,834

F1 · shares: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation).

F1 · price: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation).

F2 · balance_after: Total includes 2,532 fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 22:24 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 1,897.71 $135.51 $257,158.68
Disclosure

SEC source: 0001062993-22-005388 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,954.71

Read SEC document
February 22, 2022 Filed Feb 23, 2022 22:24 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 5,617.31 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-005388 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,852.43

Read SEC document
January 20, 2022 Filed Jan 22, 2022 01:18 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 946.58 $134.88 $127,674.71
Disclosure

SEC source: 0001062993-22-001441 · form4.xml · nonDerivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,235.12

Read SEC document
January 20, 2022 Filed Jan 22, 2022 01:18 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 3,144.64 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-001441 · form4.xml · nonDerivative · entry 2

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,181.7

Read SEC document
January 20, 2022 Filed Jan 22, 2022 01:18 UTC SEMPRA SRE · Entity 3017 GrantCommon Stock 33.7 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-001441 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,037.06

Read SEC document
January 18, 2022 Filed Jan 20, 2022 01:55 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 4.68 $135.83 $635.68
Disclosure

SEC source: 0001062993-22-001248 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,003.37

Read SEC document
January 03, 2022 Filed Jan 4, 2022 23:41 UTC SEMPRA SRE · Entity 3017 GrantEmployee Stock Option (right to buy) · Derivative 39,430 $0.00 Strike: $131.99 $0.00
Disclosure

SEC source: 0001062993-22-000401 · form4.xml · derivative · entry 3

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,430

Underlying: Common Stock · 39,430 shares

Expires 2032-01-02

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 03, 2022 Filed Jan 4, 2022 23:41 UTC SEMPRA SRE · Entity 3017 Tax withholdingCommon Stock 568.1 $131.99 $74,983.52
Disclosure

SEC source: 0001062993-22-000401 · form4.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,990.32

Read SEC document
December 14, 2021 Filed Dec 16, 2021 01:05 UTC WD 40 CO WDFC · Entity 4262 GrantCommon Stock 581 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-21-022122 · doc1.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,994.102

F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director.

F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director.

F2 · balance_after: Total includes 1,692 Restricted Stock Units (Common Stock equivalents).

Read SEC document
June 01, 2021 Filed Jun 2, 2021 20:01 UTC SEMPRA SRE · Entity 3017 SaleCommon Stock 5,387 $135.75 $731,285.25
Disclosure

SEC source: 0001771474-21-000049 · edgar.xml · nonDerivative · entry 1

MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,522.04

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 $135.35 to $136.22. 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.