Welcome to our dedicated page for SEMPRA SEC filings (Ticker: SRE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sempra filings document a regulated energy infrastructure company, its utility subsidiaries, capital structure, governance and material events. The record includes 8-K disclosures for public note offerings by Sempra and first mortgage bond financings by San Diego Gas & Electric, including underwriting agreements, shelf registration references and debt terms.
Proxy filings cover board governance, executive compensation and shareholder voting matters. Other disclosures address operating and financial results, capital-structure changes, regulated utility risks and reporting matters tied to Sempra's California and Texas energy networks.
Sagara Kevin C. reported acquisition or exercise transactions in this Form 4 filing.
Sempra director Kevin C. Sagara received a grant of 1,498.7700 phantom shares, each economically equivalent to one share of Sempra common stock. This award increased his phantom share balance to 5,301.1200 shares held directly.
The new phantom shares are subject to forfeiture if his board service ends for reasons other than death, disability, or removal without cause before Sempra's 2027 Annual Shareholders Meeting. Footnotes state the total includes 2,867.6 vested phantom shares earned as deferred director compensation and 934.75 vested phantom shares from a deferred compensation plan during his prior employment, plus accrued dividend equivalents. Vested phantom shares and reinvested dividend equivalents are settled in cash after separation from service.
Sempra director Michael N. Mears received a grant of 1,498.77 phantom shares, each economically equivalent to one share of Sempra common stock. This award increased his phantom share balance to 22,429.06, including 20,930.29 vested phantom shares previously acquired as deferred compensation for board service.
The new phantom shares are subject to forfeiture if his service as a director ends before Sempra's 2027 Annual Shareholders Meeting, except in cases of death, disability, or removal without cause. Vested phantom shares and related dividend equivalents are paid in cash after his separation from board service, making this a routine form of non-cash director compensation rather than an open-market stock purchase or sale.
MARK RICHARD J reported acquisition or exercise transactions in this Form 4 filing.
Sempra director Richard J. Mark received a grant of 1,499 shares of Common Stock at no stated purchase price. This was a compensation-related award rather than an open-market trade. Following this grant, his direct holdings increased to 18,913.45 shares of Sempra common stock.
Kirk Jennifer M reported acquisition or exercise transactions in this Form 4 filing.
Sempra director Jennifer M. Kirk received a grant of 1,498.77 phantom shares, each economically equivalent to one share of Sempra common stock. These phantom shares were awarded as compensation and increase her phantom share balance to 6,363.50, including 4,864.74 vested phantom shares previously accrued as deferred director compensation.
The newly granted phantom shares are subject to forfeiture if her board service ends for any reason other than death, disability, or removal without cause before Sempra’s 2027 Annual Shareholders Meeting. Vested phantom shares, plus reinvested dividend equivalents, are ultimately paid in cash after she leaves board service.
Sempra director Pablo Ferrero reported routine equity compensation activity involving SRE common stock. On May 12, 2026, 575.93 shares were disposed of as a tax-withholding disposition at $93.41 per share, and he received a grant/award of 1,499 shares at no cost. Following these transactions, Ferrero directly holds 18,023.32 shares of Sempra common stock.
Sempra director Andres Conesa reported routine equity compensation activity in company common stock. He received a grant of 1,499 shares at no cost and had 575.93 shares withheld at $93.41 per share to cover tax obligations. Following these transactions, he directly holds 24,017.56 shares of Sempra common stock.
Sempra ownership filing: Vanguard Capital Management reports beneficial ownership of 49,287,960 shares of Common Stock, representing 7.54% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over 49,287,960 shares and sole voting power over 6,881,484 shares; holdings are reported on behalf of Vanguard funds and managed accounts.
Sempra reports that the Public Utility Commission of Texas approved a final order in the comprehensive base rate review for its majority-owned subsidiary Oncor. The order sets an annual revenue requirement of about $6.97 billion, an increase of roughly $560 million, or 8.7%, over Oncor’s adjusted annualized revenues.
The decision also improves Oncor’s authorized regulatory return, including a 9.75% return on equity and a 4.94% cost of debt, and modestly shifts its capital structure toward equity. The order increases the self-insurance reserve accrual in rates to $200 million annually, and allows a 2026 surcharge to recover higher rates retroactive to January 1, 2026.
YARDLEY JAMES C reported acquisition or exercise transactions in this Form 4 filing.
Sempra director James C. Yardley received a grant of 128.320 phantom shares as director compensation at a reference price of $97.41 per share. These phantom shares track Sempra common stock on a 1-for-1 basis and are immediately exercisable once vested, with no expiration date. Following this award, Yardley holds a total of 41,069.270 phantom shares, including 1,906.10 unvested restricted phantom shares that may be forfeited if his board service ends other than for death, disability, or removal without cause.
Sempra director Anya Weaving received a grant of 128.320 phantom shares of common stock on April 1, 2026 as director compensation. The phantom shares carry a reference price of $97.41 per share and convert into common stock on a 1-for-1 basis. Following this award, she holds a total of 790.480 phantom shares, which become exercisable immediately as they vest and have no stated expiration date.