Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN CALIFORNIA GAS COSOCG · Entity 25265 | Director | September 16, 2024 | September 19, 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.
SOUTHERN CALIFORNIA GAS CO
Report date September 16, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-09-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SEMPRA
Report date May 13, 2025 · Filed May 15, 2025
Section 16 reporting ended · disclosed 2019-01-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 1,194.13 |
Reported balance
After 2025-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-13 · Other · Acquired 1,194.13 · Balance 1,194.13 F1: 1,194.13 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $75.37 per phantom share with a total acquisition cost of $90,000. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is Immediate. F4: Expiration date is Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,194.13 phantom shares of Sempra Common Stock acquired under Sempra's deferred compensation plan at a price of $75.37 per phantom share with a total acquisition cost of $90,000. Phantom shares are payable in cash and may be transferred by the reporting person into an alternative investment account.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is Immediate.
F4: Expiration date is Not Applicable.
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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 6, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 496.47 | $123.80 | $61,462.99 |
DisclosureSEC source: 0001771474-21-000016 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,315.5 Read SEC document |
| April 01, 2020 Filed Jan 6, 2021 21:05 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-21-000016 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811.97 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 21:40 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 168.67 | $127.76 | $21,549.28 |
DisclosureSEC source: 0001771474-20-000036 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472.93 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 00:05 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 211.59 | $149.57 | $31,647.52 |
DisclosureSEC source: 0001771474-20-000033 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641.6 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 00:05 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 611.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000033 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,853.19 Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 18:24 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 1,569 | $156.84 | $246,081.96 |
DisclosureSEC source: 0001771474-20-000029 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,241.6 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 $156.53 to $157.39. 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 Energy or any security holder of Sempra Energy. Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:45 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 586.42 | $155.18 | $91,000.66 |
DisclosureSEC source: 0001771474-20-000027 · edgar.xml · nonDerivative · entry 3 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,809.39 Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 1,074.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000027 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,395.81 Read SEC document |
| January 16, 2020 Filed Jan 18, 2020 00:45 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 626.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000027 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,321.65 Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 23:47 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 0.82 | $153.13 | $125.57 |
DisclosureSEC source: 0001771474-20-000024 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,695.6 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:02 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 313.34 | $149.12 | $46,725.26 |
DisclosureSEC source: 0001771474-20-000019 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,681.35 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:02 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000019 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,994.69 Read SEC document |
| May 23, 2019 Filed May 23, 2019 23:03 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 723 | $135.47 | $97,944.81 |
DisclosureSEC source: 0001228379-19-000067 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,358.61 Read SEC document |
| March 09, 2019 Filed Mar 11, 2019 19:14 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 164.62 | $122.30 | $20,133.03 |
DisclosureSEC source: 0001228379-19-000035 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064.1 Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:38 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 220.13 | $117.67 | $25,902.70 |
DisclosureSEC source: 0001228379-19-000030 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,228.72 Read SEC document |
| February 21, 2019 Filed Feb 23, 2019 01:38 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 634.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000030 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,448.84 Read SEC document |
| January 24, 2019 Filed Jan 25, 2019 20:07 UTC | SEMPRA SRE · Entity 3017 | SaleCommon Stock | 1,049 | $112.26 | $117,760.74 |
DisclosureSEC source: 0001228379-19-000024 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,814.72 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 |
| January 15, 2019 Filed Jan 16, 2019 22:43 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 5.53 | $112.69 | $623.18 |
DisclosureSEC source: 0001228379-19-000023 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,850.19 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 00:59 UTC | SEMPRA SRE · Entity 3017 | Tax withholdingCommon Stock | 661.99 | $106.76 | $70,674.05 |
DisclosureSEC source: 0001228379-19-000014 · edgar.xml · nonDerivative · entry 2 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839.43 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 00:59 UTC | SEMPRA SRE · Entity 3017 | GrantCommon Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000014 · edgar.xml · nonDerivative · entry 1 WALL PETER R · CIK 0001738586 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501.42 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.