Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | SVP, Controller & Chief Acct. | February 14, 2025 | February 18, 2025 |
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.
DOMINION ENERGY, INC
Report date February 14, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,940.9099 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Grant · Acquired 2,159 · Balance 27,940.9099 F1: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Employee Savings Plan | 2,490.3951 |
Reported balance
Holding disclosure · report date 2025-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,490.3951 |
| Common StockSEC Table I · non-derivative | IndirectJointly with spouse | 124 |
Reported balance
Holding disclosure · report date 2025-02-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 124 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dominion Energy Midstream Partners, LP
Report date January 28, 2019 · Filed January 30, 2019
Section 16 reporting ended · disclosed 2019-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-28 · Disposition to issuer · Disposed 500 · Balance 0 F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16. F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16.
F2: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common 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 |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 18, 2025 23:10 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001897 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,940.9099 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2024 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 22:38 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 836 | $55.59 | $46,473.24 |
DisclosureSEC source: 0001225208-25-001186 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,781.9099 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 23:15 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003138 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,486.8742 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:33 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 1,149 | $46.68 | $53,635.32 |
DisclosureSEC source: 0001225208-24-001555 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,908.8742 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 22:33 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001793 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,814.0157 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:24 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 952 | $63.10 | $60,071.20 |
DisclosureSEC source: 0001225208-23-001253 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,126.0157 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:25 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002566 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,913.3428 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 1,093 | $80.03 | $87,472.79 |
DisclosureSEC source: 0001225208-22-001396 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,122.3428 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:23 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002983 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · SVP, Controller & Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,060.744 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 21:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 1,033 | $72.68 | $75,078.44 |
DisclosureSEC source: 0001225208-21-001428 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,599.744 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 11:03 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002465 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,429.4785 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:10 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 941 | $85.75 | $80,690.75 |
DisclosureSEC source: 0001225208-20-001580 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,399.4785 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001989 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,266.8817 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:46 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 771 | $70.97 | $54,717.87 |
DisclosureSEC source: 0001225208-19-001818 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,833.8817 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 22:08 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001559 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,604.8817 F1 · kind: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. F1 · price: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 (the "Merger Agreement"), by and among Dominion Energy Midstream Partners, LP ("DEM"), Dominion Energy Midstream GP, LLC, the general partner of DEM, Tredegar Street Merger Sub, LLC ("Merger Sub"), and the Issuer, Merger Sub merged with and into DEM, with DEM surviving as a wholly owned subsidiary of the Issuer (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests of DEM ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by the Issuer, was converted into the right to receive 0.2492 shares of the Issuer's common stock. On January 25, 2019 (the last trading day prior to the consummation of the Merger), the closing price of one common unit of DEM was $17.19. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 16:58 UTC | Dominion Energy Midstream Partners, LP DM · Entity 160776 | Disposition to issuerCommon Units (Limited Partner Interests) | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001556 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16. F1 · price: On January 28, 2019, pursuant to the Agreement and Plan of Merger dated November 26, 2018 ("Merger Agreement"), by and among the Issuer, Dominion Energy Midstream GP, LLC, the general partner of the Issuer, Tredegar Street Merger Sub, LLC ("Merger Sub"), and Dominion Energy, Inc. ("Dominion Energy"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Dominion Energy. Pursuant to the Merger Agreement, at the effective time of the Merger, each common unit representing limited partner interests in the Issuer ("Common Units") issued and outstanding immediately prior to the effective time of the Merger, other than any Common Unit held directly or indirectly by Dominion Energy, was converted into the right to receive 0.2492 shares of Dominion Energy common stock. On January 25, 2019 (the last trading day prior to consummation of the Merger), the closing price of one share of Dominion Energy common stock was $69.16. F2 · balance_after: Following the Merger, the Reporting Person no longer owns, directly or indirectly, any Common Units. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 697 | $75.90 | $52,902.30 |
DisclosureSEC source: 0001225208-18-002081 · doc4.xml · nonDerivative · entry 2 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,299.1992 F2 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002081 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,996.1992 F1 · shares: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002563 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,568.8849 F1 · shares: Restricted shares awarded under the Dominion Resources, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:28 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 438 | $71.85 | $31,470.30 |
DisclosureSEC source: 0001225208-17-002341 · doc4.xml · nonDerivative · entry 1 Cardiff Michele L · CIK 0001604533 · VP,Controller and Chief Acct. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,475.8849 F1 · shares: Shares used to satisfy tax withholding obligations associated with the vesting of restricted stock that was granted under the Dominion Resources, Inc. 2005 Incentive Compensation Plan in an exempt transaction under Rule 16(b)-3. 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.