Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five Point Holdings, LLCFPH · Entity 5173 | Director | September 09, 2026 | September 11, 2026 |
| SEMPRASRE · Entity 3017 | Director | April 01, 2021 | April 02, 2021 |
| Sustainable Development Acquisition I Corp.SDACU · Entity 143038 | Director | February 04, 2021 | February 04, 2021 |
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.
Five Point Holdings, LLC
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common sharesSEC Table I · non-derivative | Direct | 151,483 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Grant · Acquired 15,779 · Balance 151,483 F1: This award is for 2026 service and was granted pursuant to the Issuer's long-term incentive plan. The Reporting Person was granted restricted shares that will vest on January 4, 2027, subject to the Reporting Person's continued service with the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This award is for 2026 service and was granted pursuant to the Issuer's long-term incentive plan. The Reporting Person was granted restricted shares that will vest on January 4, 2027, subject to the Reporting Person's continued service with the Issuer through such vesting date.
SEMPRA
Report date April 01, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 10,481.74 |
Reported balance
After 2021-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 45.86 · Balance 10,481.74 F1: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Energy Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
Sustainable Development Acquisition I Corp.
Report date February 04, 2021 · Filed February 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-02-04 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (333-252161) and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (333-252161) and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STIFEL FINANCIAL CORP
Report date June 13, 2023 · Filed June 15, 2023
Section 16 reporting ended · disclosed 2023-06-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,090 |
Reported balance
After 2023-06-13 transaction · row 1
1 source rowRow 1 · 2023-06-13 · Exercise / conversion · Acquired 2,641 · Balance 22,090 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-06-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-13 · Exercise / conversion · Disposed 2,641 · Balance 0 F1: Currently exercisable. F2: No expiration date for these Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Currently exercisable.
F2: No expiration date for these Units.
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 |
|---|---|---|---|---|---|---|
| September 13, 2017 Filed Sep 15, 2017 19:43 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantClass A common shares | 7,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022171 · doc4.xml · nonDerivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,143 Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 17:57 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 111.43 | $112.18 | $12,500.22 |
DisclosureSEC source: 0001228379-17-000081 · edgar.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,438.25 Underlying: Common Stock · 111.43 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 537.59 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 19:44 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000720672-17-000072 · edgardoc.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,650 Underlying: Common Stock · 1,900 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:33 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 537.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000076 · edgar.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537.59 Underlying: Common Stock · 537.59 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy Common Stock. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2018 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2018 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 23:30 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 113.78 | $109.86 | $12,499.87 |
DisclosureSEC source: 0001228379-17-000054 · edgar.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,747.56 Underlying: Common Stock · 113.78 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 581.62 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 20:02 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 123.6 | $101.13 | $12,499.67 |
DisclosureSEC source: 0001228379-17-000008 · edgar.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,593.73 Underlying: Common Stock · 123.6 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 577.39 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 21:15 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 118.957 | $105.08 | $12,500.00 |
DisclosureSEC source: 0001228379-16-000153 · edgar.xml · derivative · entry 1 Brown Kathleen · CIK 0001321211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,431.566 Underlying: Common Stock · 118.957 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 573.232 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. 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.