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 |
|---|---|---|---|---|---|---|
| February 22, 2021 Filed Feb 24, 2021 22:27 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,321.2 | $122.66 | $162,058.39 |
DisclosureSEC source: 0001771474-21-000022 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,891.93 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:27 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,664.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000022 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,213.13 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,325.83 | $121.48 | $161,061.83 |
DisclosureSEC source: 0001771474-21-000018 · edgar.xml · nonDerivative · entry 4 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,548.93 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,688.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000018 · edgar.xml · nonDerivative · entry 3 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,874.76 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 1,033.28 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000018 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,186.21 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 20.37 | $123.91 | $2,524.05 |
DisclosureSEC source: 0001771474-21-000018 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,152.93 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:04 UTC | SEMPRA SRE · Entity 3017 | GrantEmployee Stock Option (right to buy) · Derivative | 40,518 | $0.00 Strike: $123.80 | $0.00 |
DisclosureSEC source: 0001771474-21-000014 · edgar.xml · derivative · entry 3 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,518 Underlying: Common Stock · 40,518 shares Expires 2031-01-03 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 04, 2021 Filed Jan 6, 2021 21:04 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,685.52 | $123.80 | $208,667.38 |
DisclosureSEC source: 0001771474-21-000014 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,116.08 Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 00:47 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-020915 · doc1.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,413.102 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 1,111 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 21:34 UTC | SEMPRA SRE · Entity 3017 | OtherPhantom Shares · Derivative | 10,070.86 | $129.00 | $1,299,140.94 |
DisclosureSEC source: 0001771474-20-000085 · edgar.xml · derivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,555.95 Underlying: Common Stock · 10,070.86 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired under Sempra Energy's deferred compensation plan. Total includes any 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. F3 · derivative.exercise_date: Date Exercisable is Immediate. F4 · derivative.expiration_date: Expiration date is Not Applicable. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 00:49 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 3,773 | $124.52 | $469,813.96 |
DisclosureSEC source: 0001771474-20-000066 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,690.71 F2 · price: Weighted average of sales prices. Actual prices range from $124.36 to $124.785. 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 |
| June 18, 2020 Filed Jun 19, 2020 00:49 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 6,508 | $123.95 | $806,666.60 |
DisclosureSEC source: 0001771474-20-000066 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,463.71 F1 · price: Weighted average of sales prices. Actual prices range from $123.35 to $124.345. 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 |
| May 01, 2020 Filed May 4, 2020 22:00 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 975.94 | $119.93 | $117,044.48 |
DisclosureSEC source: 0001771474-20-000053 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,971.71 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 21:39 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 603.23 | $127.76 | $77,068.66 |
DisclosureSEC source: 0001771474-20-000035 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,874.7 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 00:04 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,300.1 | $149.57 | $194,455.96 |
DisclosureSEC source: 0001771474-20-000032 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,477.94 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 00:04 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,621.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000032 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,778.04 Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 3,126.91 | $155.18 | $485,233.89 |
DisclosureSEC source: 0001771474-20-000026 · edgar.xml · nonDerivative · entry 3 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,157.53 Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:43 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 4,554.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000026 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,284.43 Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:43 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,651.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000026 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,729.44 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 23:47 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 5.43 | $153.13 | $831.50 |
DisclosureSEC source: 0001771474-20-000023 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,077.94 Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:02 UTC | SEMPRA SRE · Entity 3017 | OtherPhantom Shares · Derivative | 1,301.33 | $149.74 | $194,861.15 |
DisclosureSEC source: 0001771474-20-000020 · edgar.xml · derivative · entry 5 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442.9 Underlying: Common Stock · 1,301.33 shares Expires not disclosed F2 · security: Phantom shares of Sempra Energy Common Stock acquired under Sempra Energy's deferred compensation plan. Total includes any 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. F3 · derivative.exercise_price: 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 |
| January 02, 2020 Filed Jan 7, 2020 00:02 UTC | SEMPRA SRE · Entity 3017 | GrantEmployee Stock Option (right to buy) · Derivative | 15,942 | $0.00 Strike: $149.12 | $0.00 |
DisclosureSEC source: 0001771474-20-000020 · edgar.xml · derivative · entry 4 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,942 Underlying: Common Stock · 15,942 shares Expires 2030-01-01 F1 · derivative.exercise_date: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:02 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 833.75 | $149.12 | $124,328.80 |
DisclosureSEC source: 0001771474-20-000020 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,020.78 Read SEC document |
| January 02, 2020 Filed Jan 7, 2020 00:02 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000020 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,854.53 Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:25 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 948.01 | $126.20 | $119,638.86 |
DisclosureSEC source: 0001228379-19-000055 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,608.25 Read SEC document |
| March 09, 2019 Filed Mar 11, 2019 19:13 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 586.49 | $122.30 | $71,727.73 |
DisclosureSEC source: 0001228379-19-000034 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,469.34 Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:36 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 930.57 | $117.67 | $109,500.17 |
DisclosureSEC source: 0001228379-19-000028 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,055.83 Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:36 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,689.57 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000028 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,986.4 Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 22:42 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 11.53 | $112.69 | $1,299.32 |
DisclosureSEC source: 0001228379-19-000022 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,265.3 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:08 UTC | SEMPRA SRE · Entity 3017 | OtherPhantom Shares · Derivative | 483.98 | $107.36 | $51,960.09 |
DisclosureSEC source: 0001228379-19-000020 · edgar.xml · derivative · entry 5 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,662.34 Underlying: Common Stock · 483.98 shares Expires not disclosed F2 · security: Phantom shares of Sempra Energy Common Stock acquired under Sempra Energy's deferred compensation plan. Total includes any 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. F3 · derivative.exercise_price: 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 |
| January 02, 2019 Filed Jan 4, 2019 23:08 UTC | SEMPRA SRE · Entity 3017 | GrantEmployee Stock Option (right to buy) · Derivative | 15,512 | $0.00 Strike: $106.76 | $0.00 |
DisclosureSEC source: 0001228379-19-000020 · edgar.xml · derivative · entry 4 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,512 Underlying: Common Stock · 15,512 shares Expires 2029-01-01 F1 · derivative.exercise_date: The option becomes exercisable in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:08 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 1,445.31 | $106.76 | $154,301.30 |
DisclosureSEC source: 0001228379-19-000020 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,191.25 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:08 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 1,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000020 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,636.56 Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 22:48 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 4,744 | $116.97 | $554,905.68 |
DisclosureSEC source: 0001228379-18-000099 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,718.56 Read SEC document |
| May 01, 2018 Filed May 2, 2018 18:34 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 3,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000048 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,236.76 Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 23:58 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000031 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,442.56 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000026 · edgar.xml · nonDerivative · entry 5 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,150.56 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 882.46 | $105.43 | $93,037.76 |
DisclosureSEC source: 0001228379-18-000026 · edgar.xml · nonDerivative · entry 4 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,430.56 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,549.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000026 · edgar.xml · nonDerivative · entry 3 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,313.01 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 985.03 | $105.43 | $103,851.71 |
DisclosureSEC source: 0001228379-18-000026 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,763.56 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,750.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000026 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,748.58 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:54 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 6,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000017 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,989.84 Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 00:29 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 10.36 | $102.58 | $1,062.73 |
DisclosureSEC source: 0001228379-17-000030 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,395.32 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:44 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 903.05 | $101.13 | $91,325.45 |
DisclosureSEC source: 0001228379-17-000018 · edgar.xml · nonDerivative · entry 3 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,370 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 18:44 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 2,215.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000018 · edgar.xml · nonDerivative · entry 2 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,273.05 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:44 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 575.83 | $101.13 | $58,233.69 |
DisclosureSEC source: 0001228379-17-000018 · edgar.xml · nonDerivative · entry 1 MIHALIK TREVOR I · CIK 0001554221 · SVP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,058 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.