| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Magellan Midstream Partners, L.P. | President & CEO, Director | Common Units | 246K | $16.9M | $69.00 | 26 Jan 2022 | Direct |
| Magellan Midstream Partners, L.P. | President & CEO, Director | Phantom Units | 169K | $11.1M | $65.81 | 26 Jan 2022 | Direct |
| SEMPRA | Director | Phantom Shares | 20.2K | $1.81M | $89.26 | 01 Oct 2025 | Direct |
| DEVON ENERGY CORP/DE | Director | Common Stock | 18.4K | $632K | $34.29 | 04 Jun 2025 | Direct |
| SEMPRA | Director | Common Stock | 5K | $339K | $67.70 | 10 Mar 2025 | Direct |
| Kayne Anderson Energy Infrastructure Fund, Inc. | Director | Common Stock | 10K | $122K | $12.24 | 06 Oct 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | 06 Oct 2025 | 1 | $122K | 4 | Director | 06 Oct 2025, 15:37 |
| SRE | SEMPRA | 01 Oct 2025 | 1 | $12.5K | 4 | Director | 02 Oct 2025, 18:10 |
| SRE | SEMPRA | 01 Jul 2025 | 1 | $12.5K | 4 | Director | 02 Jul 2025, 17:38 |
| DVN | DEVON ENERGY CORP/DE | 04 Jun 2025 | 1 | $0 | 4 | Director | 05 Jun 2025, 16:46 |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | 27 May 2025 | 0 | $0 | 3 | Director | 28 May 2025, 14:37 |
| SRE | SEMPRA | 13 May 2025 | 1 | $0 | 4 | Director | 14 May 2025, 20:24 |
| SRE | SEMPRA | 01 Apr 2025 | 1 | $12.5K | 4 | Director | 02 Apr 2025, 18:22 |
| SRE | SEMPRA | 10 Mar 2025 | 1 | $67.7K | 4 | Director | 11 Mar 2025, 18:36 |
| SRE | SEMPRA | 02 Jan 2025 | 1 | $12.5K | 4 | Director | 03 Jan 2025, 17:21 |
| SRE | SEMPRA | 01 Oct 2024 | 1 | $12.5K | 4 | Director | 02 Oct 2024, 18:13 |
| SRE | SEMPRA | 01 Jul 2024 | 1 | $12.5K | 4 | Director | 02 Jul 2024, 17:04 |
| DVN | DEVON ENERGY CORP/DE | 05 Jun 2024 | 1 | $0 | 4 | Director | 06 Jun 2024, 16:38 |
| SRE | SEMPRA | 09 May 2024 | 1 | $0 | 4 | Director | 13 May 2024, 15:21 |
| SRE | SEMPRA | 01 Apr 2024 | 1 | $12.5K | 4 | Director | 02 Apr 2024, 17:16 |
| SRE | SEMPRA | 02 Jan 2024 | 1 | $12.5K | 4 | Director | 03 Jan 2024, 19:41 |
| SRE | SEMPRA | 02 Oct 2023 | 1 | $12.5K | 4 | Director | 03 Oct 2023, 20:29 |
| SRE | SEMPRA | 03 Jul 2023 | 1 | $12.5K | 4 | Director | 05 Jul 2023, 15:36 |
| DVN | DEVON ENERGY CORP/DE | 07 Jun 2023 | 1 | $0 | 4 | Director | 08 Jun 2023, 16:44 |
| SRE | SEMPRA ENERGY | 12 May 2023 | 1 | $0 | 4 | Director | 15 May 2023, 17:48 |
| SRE | SEMPRA ENERGY | 03 Apr 2023 | 1 | $12.5K | 4 | Director | 04 Apr 2023, 17:59 |
| DVN | DEVON ENERGY CORP/DE | 05 Jan 2023 | 1 | $0 | 4 | Director | 06 Jan 2023, 15:40 |
| DVN | DEVON ENERGY CORP/DE | 03 Jan 2023 | 0 | $0 | 3 | Director | 06 Jan 2023, 15:35 |
| SRE | SEMPRA ENERGY | 03 Jan 2023 | 1 | $12.5K | 4 | Director | 04 Jan 2023, 16:12 |
| SRE | SEMPRA ENERGY | 03 Oct 2022 | 1 | $12.5K | 4 | Director | 04 Oct 2022, 14:22 |
| SRE | SEMPRA ENERGY | 01 Jul 2022 | 1 | $12.5K | 4 | Director | 05 Jul 2022, 16:52 |
| SRE | SEMPRA ENERGY | 13 May 2022 | 1 | $0 | 4 | Director | 16 May 2022, 17:09 |
| SRE | SEMPRA ENERGY | 01 Apr 2022 | 1 | $12.5K | 4 | Director | 04 Apr 2022, 21:45 |
| MMP | Magellan Midstream Partners, L.P. | 26 Jan 2022 | 5 | $2.94M | 4 | President & CEO, Director | 28 Jan 2022, 15:21 |
| SRE | SEMPRA ENERGY | 03 Jan 2022 | 1 | $12.5K | 4 | Director | 04 Jan 2022, 13:49 |
| SRE | SEMPRA ENERGY | 01 Oct 2021 | 1 | $12.5K | 4 | Director | 04 Oct 2021, 16:04 |
| SRE | SEMPRA ENERGY | 01 Jul 2021 | 1 | $12.5K | 4 | Director | 02 Jul 2021, 16:53 |
| SRE | SEMPRA ENERGY | 14 May 2021 | 1 | $0 | 4 | Director | 17 May 2021, 17:25 |