Trevor I. Mihalik - 02 Dec 2024 Form 4 Insider Report for SEMPRA (SRE)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
04 Dec 2024, 17:30:51 UTC
Prior SEC filing
20 Nov 2024
Next SEC filing
16 Dec 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
TREVOR I. MIHALIK BY: James M. Spira, Associate General Counsel of Sempra and Attorney-In-Fact

Key filing fact

Trevor I. Mihalik filed Form 4 for SEMPRA (SRE) on 04 Dec 2024.

Key facts

  • This page summarizes Trevor I. Mihalik's Form 4 filing for SEMPRA (SRE).
  • 2 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 04 Dec 2024, 17:30.

Change

  • Previous filing in this sequence was filed on 20 Nov 2024.
  • Current net transaction value: -$6,215,069.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SRE transaction

Common Stock

Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities

Transaction value
$819,591
Shares
-8,794
Change %
-100%
Price
$93.20
Shares after
0
Date
03 Dec 2024
Ownership
401(k) savings plan
Footnotes
F1
SRE holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
11,190
Date
02 Dec 2024
Ownership
Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SRE transaction Derivative

Phantom Shares

Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities

Transaction value
$5,395,478
Shares
-58,532
Change %
-100%
Price
$92.18
Shares after
0
Date
02 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
58,532
Exercise price
Footnotes
F2, F3, F4, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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.

Footnote 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.

Footnote F3

Conversion of Derivative Security is 1 for 1.

Footnote F4

Date exercisable is Immediate.

Footnote F5

Expiration date is Not Applicable.

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