| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SRE, SREA | SEMPRA | Chief Legal Counsel | $1.37M | -$595K | -30.3% | May 14, 2025 |
| SOCGP, SOCGM | SOUTHERN CALIFORNIA GAS CO | Director | Oct 26, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|