STOCK TITAN

Director at Sempra (NYSE: SRE) awarded new phantom share grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Taylor Jack T reported acquisition or exercise transactions in this Form 4 filing.

Sempra director Jack T. Taylor reported a grant of 136.81 phantom shares of Sempra common stock as director compensation. The phantom shares were valued at $91.37 per share for this award and increase his directly held phantom share balance to 43,573.81 shares.

The phantom shares are structured as a derivative security convertible into common stock on a 1-for-1 basis. Vested phantom shares are immediately exercisable, and the award has no stated expiration date. The total balance includes 1,498.77 unvested restricted phantom shares that may be forfeited if his board service ends before vesting, except in cases of death, disability, or removal without cause.

Positive

  • None.

Negative

  • None.
Insider Taylor Jack T
Role null
Type Security Shares Price Value
Grant/Award Phantom Shares 136.81 $91.37 $13K
Holdings After Transaction: Phantom Shares — 43,573.81 shares (Direct, null)
Footnotes (1)
  1. Phantom shares of Sempra Common Stock acquired as director compensation. Conversion of Derivative Security is 1 for 1. Date exercisable is immediate for shares that have vested. Expiration date is Not Applicable. Total includes 1,498.77 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Phantom shares granted 136.81 phantom shares Grant to director Jack T. Taylor as compensation
Grant price per phantom share $91.37 per share Value assigned to 136.81 phantom shares
Total phantom shares after grant 43,573.81 phantom shares Director Jack T. Taylor holdings following transaction
Unvested restricted phantom shares 1,498.77 phantom shares Subject to forfeiture upon certain director service terminations
Conversion ratio 1-for-1 into common stock Phantom shares convertible into Sempra common stock
Phantom shares financial
"Phantom shares of Sempra Common Stock acquired as director compensation."
Phantom shares are a form of employee or executive compensation that mimics the economic value of owning company stock without actually issuing real shares; holders receive cash or equivalent payments tied to the company’s share price or dividends. Think of it like a receipt that pays out if the stock rises — it aligns managers’ interests with shareholders but does not dilute ownership, while creating a future cash obligation that investors should watch as it can affect company cash flow and valuation.
restricted phantom shares financial
"Total includes 1,498.77 unvested restricted phantom shares that are subject to forfeiture"
Derivative Security financial
"Conversion of Derivative Security is 1 for 1."
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
director compensation financial
"Phantom shares of Sempra Common Stock acquired as director compensation."
vesting financial
"unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Taylor Jack T

(Last)(First)(Middle)
488 8TH AVENUE

(Street)
SAN DIEGO CALIFORNIA 92101

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SEMPRA [ SRE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Phantom Shares(1)(2)07/01/2026A136.81 (3) (4)Common Stock136.81$91.3743,573.81(5)D
Explanation of Responses:
1. Phantom shares of Sempra Common Stock acquired as director compensation.
2. Conversion of Derivative Security is 1 for 1.
3. Date exercisable is immediate for shares that have vested.
4. Expiration date is Not Applicable.
5. Total includes 1,498.77 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Remarks:
JACK T. TAYLOR BY: Lisa H. Abbot, Managing Attorney - Corporate and Securities of Sempra and Attorney-In-Fact07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Sempra (SRE) report for Jack T. Taylor?

Sempra reported that director Jack T. Taylor received a grant of 136.81 phantom shares as director compensation. These phantom shares are tied to Sempra common stock and increase his total phantom share holdings to 43,573.81, according to the Form 4 disclosure and related footnotes.

How many Sempra phantom shares does Jack T. Taylor hold after this Form 4?

After this transaction, Jack T. Taylor holds 43,573.81 phantom shares linked to Sempra common stock. This total includes both vested and unvested phantom shares as described in the footnotes to the Form 4 insider trading report filed for the director.

What are the key terms of Jack T. Taylor’s Sempra phantom share award?

The phantom shares convert into Sempra common stock on a 1-for-1 basis. Vested shares are immediately exercisable, and the award has no stated expiration date. These terms are summarized in the Form 4 footnotes describing the derivative security’s conversion, exercisability, and expiration details.

How many of Jack T. Taylor’s Sempra phantom shares are unvested and at risk of forfeiture?

The total phantom share balance includes 1,498.77 unvested restricted phantom shares. These may be forfeited if his service as a director ends before vesting, except in cases of death, disability, or removal without cause, as specified in the Form 4 footnotes.

Does this Sempra (SRE) Form 4 show a market purchase or sale of common stock?

No, the Form 4 reports a grant of phantom shares as director compensation, not an open-market trade in common stock. The transaction is coded as a derivative award acquisition, and there are no reported buys or sells of Sempra common shares in this filing.

How is the value per phantom share reported in Jack T. Taylor’s award?

The Form 4 lists a transaction price of $91.37 per phantom share for the 136.81-share award. This figure provides the reference value used for the grant of the derivative security tied to Sempra common stock, as disclosed in the transaction details.