Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | President - Gas Distribution | February 26, 2024 | February 27, 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.
DOMINION ENERGY, INC
Report date February 26, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,576.3621 |
Reported balance
After 2024-02-26 transaction · row 1
1 source rowRow 1 · 2024-02-26 · Grant · Acquired 3,222 · Balance 43,576.3621 F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Employee Savings Plan | 2,338.914 |
Reported balance
Holding disclosure · report date 2024-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,338.914 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Dominion Energy, Inc. 2014 Incentive Compensation Plan in a transaction exempt under Rule 16(b)-3.
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 26, 2024 Filed Feb 27, 2024 23:15 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003136 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,576.3621 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 | 1,581 | $46.68 | $73,801.08 |
DisclosureSEC source: 0001225208-24-001552 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,354.3621 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 22:28 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001785 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,935.3621 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 | 1,306 | $63.10 | $82,408.60 |
DisclosureSEC source: 0001225208-23-001254 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,575.3621 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 | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002565 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,881.3621 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 | 1,568 | $80.03 | $125,487.04 |
DisclosureSEC source: 0001225208-22-001393 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Gas Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,322.3621 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 21:22 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 3,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002980 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Dominion Energy SC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,890.3621 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 | 1,304 | $72.68 | $94,774.72 |
DisclosureSEC source: 0001225208-21-001425 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Dominion Energy SC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,375.3621 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 01, 2021 Filed Jan 5, 2021 21:42 UTC | DOMINION ENERGY, INC D · Entity 3007 | Tax withholdingCommon Stock | 5,284 | $75.20 | $397,356.80 |
DisclosureSEC source: 0001225208-21-000278 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Dominion Energy SC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,679.3621 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 | 2,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002462 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Dominion Energy SC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,963.3621 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 | 1,391 | $85.75 | $119,278.25 |
DisclosureSEC source: 0001225208-20-001577 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · President - Dominion Energy SC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,064.3621 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 | 3,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001987 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · Pres & CEO - Southeast Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,455.3621 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 | 1,161 | $70.97 | $82,396.17 |
DisclosureSEC source: 0001225208-19-001816 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · Pres & CEO - Southeast Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,979.3621 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 01, 2019 Filed Jan 3, 2019 22:03 UTC | DOMINION ENERGY, INC D · Entity 3007 | GrantCommon Stock | 11,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000452 · doc4.xml · nonDerivative · entry 1 Blevins Phillip Rodney · CIK 0001763090 · Pres & CEO - Southeast Energy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,140.3621 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.