| |
| |
|
| Insider
Information: |
Reed Debra L |
| Relationship: |
Director |
| City: |
San Diego |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
190,869 |
|
|
Indirect Shares
|
31,525 |
|
|
| Direct
Value |
$17,288,631 |
|
|
|
Indirect Value
|
$2,608,976 |
|
|
| Total
Shares |
222,394 |
|
|
| Total
Value |
$19,897,606 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Halliburton Co |
HAL |
Director |
2011-08-01 |
33,562 |
2011-08-01 |
500 |
Premium* |
|
|
Sempra Energy |
SRE |
Chairman, Director |
2018-11-09 |
127,856 |
2018-11-09 |
26,750 |
Premium* |
|
|
Avery Dennison Corporation |
AVY |
|
2011-08-12 |
4,566 |
2011-04-22 |
0 |
Premium* |
|
|
Caterpillar Inc |
CAT |
Director |
2023-06-14 |
11,520 |
|
0 |
Premium* |
|
|
Chevron Corp |
CVX |
Director |
2024-05-29 |
13,210 |
2024-05-29 |
4,275 |
Premium* |
|
|
Lockheed Martin Corp |
LMT |
Director |
2019-11-01 |
155 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
79 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
Director |
– • – |
2020-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,176 |
8,364 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2020-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
2,411 |
5,360 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2021-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
683 |
9,578 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2021-05-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,166 |
7,794 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2022-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,303 |
9,434 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2022-06-08 |
4 |
A |
$229.80 |
$187,517 |
D/D |
816 |
10,617 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2023-05-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,534 |
11,289 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2023-06-14 |
4 |
A |
$243.32 |
$169,837 |
D/D |
698 |
11,520 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2024-05-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1,477 |
13,210 |
0 |
- |
|
| SRE |
Sempra Energy |
Executive VP |
• – – |
2010-12-13 |
4 |
AS |
$51.31 |
$2,069,708 |
D/D |
(40,300) |
54,870 |
0 |
- |
|
| SRE |
Sempra Energy |
Chief Executive Officer |
• • – |
2012-04-20 |
4 |
AS |
$64.40 |
$966,000 |
D/D |
(15,000) |
57,053 |
0 |
- |
|
| SRE |
Sempra Energy |
Chief Executive Officer |
• • – |
2012-04-25 |
4 |
AS |
$64.40 |
$270,931 |
D/D |
(4,207) |
57,053 |
0 |
- |
|
| SRE |
Sempra Energy |
Chief Executive Officer |
• • – |
2012-04-27 |
4 |
AS |
$64.40 |
$695,069 |
D/D |
(10,793) |
57,053 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2013-01-09 |
4 |
AS |
$71.11 |
$1,518,199 |
D/D |
(21,350) |
57,053 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2013-07-15 |
4 |
AS |
$84.90 |
$1,579,140 |
D/D |
(18,600) |
57,389 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2014-01-06 |
4 |
AS |
$86.98 |
$2,415,956 |
D/D |
(27,776) |
57,389 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2014-05-07 |
4 |
AS |
$99.40 |
$1,888,600 |
D/D |
(19,000) |
57,763 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2015-01-14 |
4 |
AS |
$110.21 |
$1,887,150 |
D/D |
(17,077) |
74,840 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2015-01-21 |
4 |
AS |
$113.94 |
$1,993,653 |
D/D |
(17,482) |
57,764 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2015-07-01 |
4 |
AS |
$98.50 |
$3,519,307 |
D/D |
(35,729) |
57,764 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman and CEO |
• • – |
2017-01-23 |
4 |
AS |
$102.34 |
$1,770,482 |
D/D |
(17,300) |
127,645 |
0 |
- |
|
| SRE |
Sempra Energy |
Chairman, President and CEO |
• • – |
2018-04-05 |
4 |
AS |
$109.69 |
$5,508,650 |
D/D |
(49,909) |
127,318 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2019-08-07 |
4 |
B |
$118.14 |
$502,074 |
I/I |
4,250 |
4,250 |
2.1 |
- |
|
| SRE |
Sempra Energy |
Executive VP |
• – – |
2011-01-03 |
4 |
D |
$52.49 |
$484,483 |
D/D |
(9,230) |
45,640 |
0 |
- |
|
| SRE |
Sempra Energy |
Chief Executive Officer |
• • – |
2012-01-03 |
4 |
D |
$54.83 |
$360,913 |
D/D |
(6,582) |
56,902 |
0 |
- |
|
79 Records found
|
|
Page 2 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
