Sempra Energy SEC Filings

Kirk Jennifer M reported acquisition or exercise transactions in this Form 4 filing.

Sempra director Jennifer M. Kirk received a grant of 128.32 phantom shares of Sempra common stock as director compensation at a reference price of $97.41 per share. Following this award, she holds a total of 4,832.43 phantom shares, which are convertible into common stock on a 1-for-1 basis.

The total includes 1,906.10 unvested restricted phantom shares that can be forfeited if her service as a director ends before vesting for reasons other than death, disability or removal without cause.

Sempra director Pablo Ferrero received a grant of 128.320 phantom shares as director compensation on April 1, 2026. These phantom shares are tied to Sempra common stock on a 1-for-1 basis and are immediately exercisable for vested portions, with no stated expiration date.

Following this grant, Ferrero holds a total of 16,012.140 phantom shares directly. This award is a compensation-related, non-cash acquisition rather than an open-market purchase, and it tracks the value of Sempra common stock over time.

Sempra director Pablo Ferrero received a grant of 128.320 phantom shares as director compensation on April 1, 2026. These phantom shares are tied to Sempra common stock on a 1-for-1 basis and are immediately exercisable for vested portions, with no stated expiration date.

Following this grant, Ferrero holds a total of 16,012.140 phantom shares directly. This award is a compensation-related, non-cash acquisition rather than an open-market purchase, and it tracks the value of Sempra common stock over time.

CONESA ANDRES reported acquisition or exercise transactions in this Form 4 filing.

Sempra director Andres Conesa received a grant of 128.3200 Phantom Shares on April 1, 2026 as part of his director compensation. These Phantom Shares are tied to Sempra Common Stock on a one-for-one basis and are exercisable immediately for vested shares, with no stated expiration date. Following this award, Conesa holds a total of 11,516.8000 Phantom Shares directly.

Sempra Executive Vice President Justin Christopher Bird sold 1,128 shares of common stock in an open-market transaction. The shares were sold at a price of $96.69 per share. After the sale, he directly held 21,631.51 Sempra shares and indirectly held 4,722.09 shares through a 401(k) savings plan. The transaction was executed under a pre-arranged Rule 10b5-1(c) trading plan that Mr. Bird established on September 18, 2024, which means the sale followed a pre-set schedule rather than a newly timed discretionary trade.

Sempra Executive Vice President Justin Christopher Bird sold 1,128 shares of common stock in an open-market transaction. The shares were sold at a price of $96.69 per share. After the sale, he directly held 21,631.51 Sempra shares and indirectly held 4,722.09 shares through a 401(k) savings plan. The transaction was executed under a pre-arranged Rule 10b5-1(c) trading plan that Mr. Bird established on September 18, 2024, which means the sale followed a pre-set schedule rather than a newly timed discretionary trade.

Sempra reported the vesting of restricted stock units that converted into 1,128 shares of Common Stock on 01/27/2026. A Rule 144 notice appears in the filing with a filing-related date of 04/01/2026 and the securities are listed as traded on the NYSE.

Sempra reported the vesting of restricted stock units that converted into 1,128 shares of Common Stock on 01/27/2026. A Rule 144 notice appears in the filing with a filing-related date of 04/01/2026 and the securities are listed as traded on the NYSE.

Sempra ownership update: The Vanguard Group filed an Amendment No. 12 to a Schedule 13G/A reporting that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report holdings separately. The filing states amount beneficially owned: 0 and percent of class: 0%.

The filing explains Vanguard disaggregated prior aggregated reporting under SEC Release No. 34-39538; Vanguard no longer has beneficial ownership over securities held by those subsidiaries, and the filing is signed by Ashley Grim, Head of Global Fund Administration.

Sempra ownership update: The Vanguard Group filed an Amendment No. 12 to a Schedule 13G/A reporting that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report holdings separately. The filing states amount beneficially owned: 0 and percent of class: 0%.

The filing explains Vanguard disaggregated prior aggregated reporting under SEC Release No. 34-39538; Vanguard no longer has beneficial ownership over securities held by those subsidiaries, and the filing is signed by Ashley Grim, Head of Global Fund Administration.

Sempra is asking shareholders to vote at its virtual 2026 Annual Shareholders Meeting on May 12, 2026, including electing 11 directors, ratifying Deloitte & Touche LLP as auditor, approving executive pay on an advisory basis, and a shareholder proposal for an independent board chair that the board recommends against.

The proxy highlights a strategy focused on regulated utilities in California and Texas, $13 billion of 2025 capital investment, growth in U.S. utility rate base from $50 billion to $57 billion, and $1.7 billion in common dividends. 2025 ABP Earnings were $3,154 million versus a $2,912 million target, leading to annual bonuses at 173% of target and long-term incentive payouts at 35% of target for the 2023–2025 cycle, underscoring Sempra’s pay-for-performance design.

Sempra is asking shareholders to vote at its virtual 2026 Annual Shareholders Meeting on May 12, 2026, including electing 11 directors, ratifying Deloitte & Touche LLP as auditor, approving executive pay on an advisory basis, and a shareholder proposal for an independent board chair that the board recommends against.

The proxy highlights a strategy focused on regulated utilities in California and Texas, $13 billion of 2025 capital investment, growth in U.S. utility rate base from $50 billion to $57 billion, and $1.7 billion in common dividends. 2025 ABP Earnings were $3,154 million versus a $2,912 million target, leading to annual bonuses at 173% of target and long-term incentive payouts at 35% of target for the 2023–2025 cycle, underscoring Sempra’s pay-for-performance design.

Sempra reports that its subsidiary San Diego Gas & Electric Company has filed an unopposed settlement offer in its TO6 transmission rate proceeding before FERC. The settlement would raise SDG&E’s authorized base return on equity from 10.10% to 10.28% and set a hypothetical capital structure with 54% equity.

The terms are subject to FERC approval, which is expected in the second half of 2026, and would be effective retroactive to June 1, 2025. Sempra expects the impact on diluted EPS for 2026 and 2027 to fall within its previously announced guidance ranges.

Sempra reports that its subsidiary San Diego Gas & Electric Company has filed an unopposed settlement offer in its TO6 transmission rate proceeding before FERC. The settlement would raise SDG&E’s authorized base return on equity from 10.10% to 10.28% and set a hypothetical capital structure with 54% equity.

The terms are subject to FERC approval, which is expected in the second half of 2026, and would be effective retroactive to June 1, 2025. Sempra expects the impact on diluted EPS for 2026 and 2027 to fall within its previously announced guidance ranges.

San Diego Gas & Electric Company, an indirect subsidiary of Sempra, closed a public offering of first mortgage bonds totaling $1.1 billion. The company sold $625 million of 5.200% Series DDDD Bonds due 2036 and $475 million of 5.950% Series EEEE Bonds due 2056, both issued under its Form S-3 shelf registration.

Proceeds to the company, after underwriting discounts but before approximately $2.6 million of offering expenses, are 99.104% of the Series DDDD principal amount and 98.517% of the Series EEEE principal amount. Interest on both series accrues from March 20, 2026 and is payable semiannually on March 15 and September 15, beginning September 15, 2026, with both series redeemable before maturity on the terms described in the filed supplemental indentures.

San Diego Gas & Electric Company, an indirect subsidiary of Sempra, closed a public offering of first mortgage bonds totaling $1.1 billion. The company sold $625 million of 5.200% Series DDDD Bonds due 2036 and $475 million of 5.950% Series EEEE Bonds due 2056, both issued under its Form S-3 shelf registration.

Proceeds to the company, after underwriting discounts but before approximately $2.6 million of offering expenses, are 99.104% of the Series DDDD principal amount and 98.517% of the Series EEEE principal amount. Interest on both series accrues from March 20, 2026 and is payable semiannually on March 15 and September 15, beginning September 15, 2026, with both series redeemable before maturity on the terms described in the filed supplemental indentures.

Sempra chairman, CEO and president Jeffrey W. Martin reported a discretionary derivative transaction involving phantom shares tied to the company’s common stock. He acquired 2,098.24 phantom shares under Sempra’s deferred compensation plan at $95.32 per phantom share, for a total acquisition cost of $200,000. Phantom shares are payable in cash and are convertible into common stock on a 1-for-1 basis, with immediate exercisability and no stated expiration. Following this transaction, Martin holds 212,992.39 phantom shares, reflecting deferred, cash-settled compensation rather than an open-market stock trade.

Sempra chairman, CEO and president Jeffrey W. Martin reported a discretionary derivative transaction involving phantom shares tied to the company’s common stock. He acquired 2,098.24 phantom shares under Sempra’s deferred compensation plan at $95.32 per phantom share, for a total acquisition cost of $200,000. Phantom shares are payable in cash and are convertible into common stock on a 1-for-1 basis, with immediate exercisability and no stated expiration. Following this transaction, Martin holds 212,992.39 phantom shares, reflecting deferred, cash-settled compensation rather than an open-market stock trade.