Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INCAEP · Entity 2986 | Executive VP & CFO | March 10, 2026 | March 12, 2026 |
| SEMPRASRE · Entity 3017 | EVP and Group Pres | December 02, 2024 | December 04, 2024 |
| SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265 | Director | January 30, 2017 | February 01, 2017 |
| WD 40 COWDFC · Entity 4262 | Director | December 12, 2024 | December 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,595 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401(k) savings plan | 0 |
Reported balance
After 2024-12-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2024-12-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 11,190.09 |
Reported balance
Holding disclosure · report date 2024-12-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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 / 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 |
WD 40 CO
Report date December 12, 2024 · Filed December 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,903 |
Reported balance
After 2024-12-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 4,184 |
Reported balance
After 2024-12-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.