Every SEC Form 3/4/5 on record for this filer (CIK 1922699) — 5 issuers, 17 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| SRE | SEMPRA | Executive Vice President | 2025-07-10 → 2026-06-17 | 7 | −$2M |
| AWR | AMERICAN STATES WATER CO | Director | 2024-05-22 → 2026-05-19 | 4 | — |
| SOCG | SOUTHERN CALIFORNIA GAS CO | Director | 2025-07-10 → 2025-07-10 | 1 | — |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Director | 2022-05-04 → 2025-06-25 | 2 | — |
| KMF | Kayne Anderson NextGen Energy & Infrastructure, Inc. | Director · lapsed | 2022-05-04 → 2022-05-04 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SRE | 2026-06-17 | Sell | 100 | $89.85 | $8,985 | 33,064 |
| SRE | 2026-06-17 | Sell | 7,900 | $90.56 | $715,424 | 25,164 |
| SRE | 2025-11-19 | Sell | 500 | $91.70 | $45,850 | 33,664 |
2 of 5 issuers are covered and open a security page; the rest are on file here only.
