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Sempra (SRE)
USD94.75
+0.34 (+0.36%)
US NYSE S&P 500
Utilities Diversified Utilities
Address
488 8th Avenue 92101
San Diego, CA, US
San Diego, CA, US
CEO
Jeffrey Walker Martin
Website
sempra.com
IPO
1998-06-29
CIK 1032208 ISIN US8168511090
Also trades on
London Stock Exchange · 0L5A.L (USD)
New York Stock Exchange · SRE (USD)
New York Stock Exchange · SREA (USD)
Other OTC · SOCGM (USD)
Other OTC · SOCGP (USD)
Description
Sempra, an energy holding company founded in 1998 and headquartered in San Diego, California, conducts its operations both domestically and internationally. The firm adopted its current name in July 2021, having previously been known as Sempra Energy. Through its San Diego Gas & Electric Company division, Sempra delivers electricity to approximately 3.6 million individuals and natural gas to roughly 3.3 million individuals across a 4,100 square mile service area. The Southern California Gas Company segment manages an extensive natural gas network, encompassing distribution, transmission, and storage infrastructure, which supplies gas to an estimated 22 million people within a 24,000 square mile territory. Furthermore, Sempra's Texas Utilities division specializes in the regulated transmission and distribution of electrical power, serving 3.8 million residential and commercial customers. This segment oversees 140,000 miles of transmission and distribution lines, including 18,249 circuit miles of transmission lines and 1,174 transmission and distribution substations. It also features interconnections to 130 third-party power generation facilities with a combined capacity of 45,403 megawatts.
News Sentiment (7d)
3 articles
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| EFH | EFH | 2021-01-11 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1998-06-29 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD94.75
+0.34 (+0.36%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.58
Float Shares
652.15M
Free Float %
99.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.22% | -3.79% | -6.98% | +4.84% | -2.27% | +3.74% | +20.74% | +18.23% | +32.91% | +75.06% | +878.53% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (25 ratings, all time)
Buy
Price Targets & DCF
Current price
94.75
Low
100.00
+5.5%
Consensus
107.00
+12.9%
Median
105.00
+10.8%
High
118.00
+24.5%
Ratings Trend (MoM)
74% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 11 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | -1 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
108.75
+14.8%
|
| Last Quarter | 5 |
107.20
+13.1%
|
| Last Year | 25 |
98.44
+3.9%
|
| All Time | 52 |
88.13
-7.0%
|
Quality scores
Altman Z-Score
0.87
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Diversified Utilities: +5.3%+5.8% ★ Q1'26: -3.8% (vs Q1'25)
-
EPS growth Diversified Utilities: +4.4%-37.8% Q1'26: +26.9% (vs Q1'25)
-
FCF margin FCF growth · Diversified Utilities: +8.5%+16.2% ★ Q1'26: +49.5% (vs Q1'25)
-
EBIT margin Diversified Utilities: +20.5%+31.4% ★ Q1'26: +0.0% (vs Q1'25)
-
ROIC Diversified Utilities: +4.5%+4.1% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Diversified Utilities: -0.2%+2.3% Q1'26: +0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Diversified Utilities: 3.55×5.28× Q1'26: 111.08× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 10 EPS Ana. |
Dec 2027 10 Rev. Ana. 10 EPS Ana. |
Dec 2028 11 Rev. Ana. 3 EPS Ana. |
Dec 2029 5 Rev. Ana. 1 EPS Ana. |
Dec 2030 5 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
10.01B
est: 9.54B (+4.9%)
|
9.64B
est: 8.81B (+9.4%)
|
10.56B
est: 11.52B (-8.4%)
|
11.01B
est: 10.29B (+7.0%)
|
10.18B
est: 11.12B (-8.5%)
|
10.20B
est: 10.41B (-2.1%)
|
11.20B
est: 11.00B (+1.8%)
|
10.08B
est: 11.43B (-11.9%)
|
10.81B
est: 11.44B (-5.5%)
|
11.35B
est: 11.36B (-0.1%)
|
13.06B
est: 12.28B (+6.3%)
|
15.55B
est: 14.35B (+8.4%)
|
15.80B
est: 13.48B (+17.3%)
|
12.96B
est: 15.24B (-15.0%)
|
13.71B
est: 14.16B (-3.2%)
|
14.18B
13.45B – 14.69B
+0.1% YoY
|
13.66B
12.44B – 14.88B
-3.7% YoY
|
13.94B
13.78B – 14.10B
+2.0% YoY
|
14.01B
12.74B – 15.27B
+0.5% YoY
|
14.96B
13.60B – 16.31B
+6.8% YoY
|
| EBITDA |
3.17B
est: 3.01B (+5.2%)
|
2.52B
est: 2.19B (+15.1%)
|
3.10B
est: 3.23B (-4.1%)
|
3.22B
est: 2.93B (+9.8%)
|
3.50B
est: 3.03B (+15.7%)
|
3.68B
est: 3.69B (-0.4%)
|
3.70B
est: 3.28B (+12.7%)
|
3.09B
est: 3.93B (-21.3%)
|
4.38B
est: 5.36B (-18.3%)
|
4.23B
est: 6.02B (-29.8%)
|
3.26B
est: 4.15B (-21.4%)
|
4.42B
est: 4.20B (+5.1%)
|
6.12B
est: 5.05B (+21.2%)
|
5.85B
est: 5.71B (+2.4%)
|
6.87B
est: 5.31B (+29.4%)
|
5.31B
5.04B – 5.50B
+0.1% YoY
|
5.12B
4.66B – 5.57B
-3.7% YoY
|
5.22B
5.16B – 5.28B
+2.0% YoY
|
5.25B
4.77B – 5.72B
+0.5% YoY
|
5.60B
5.10B – 6.11B
+6.8% YoY
|
| EBIT |
2.19B
est: 1.68B (+30.2%)
|
1.43B
est: 1.39B (+3.5%)
|
1.99B
est: 2.02B (-1.7%)
|
2.07B
est: 1.65B (+25.4%)
|
2.25B
est: 1.64B (+37.7%)
|
2.37B
est: 1.62B (+46.2%)
|
2.21B
est: 2.10B (+5.0%)
|
1.60B
est: 2.32B (-31.0%)
|
2.81B
est: 2.50B (+12.2%)
|
2.56B
est: 2.31B (+10.9%)
|
1.41B
est: 2.68B (-47.6%)
|
2.40B
est: 1.97B (+21.7%)
|
3.89B
est: 2.92B (+33.0%)
|
3.41B
est: 3.31B (+3.2%)
|
4.31B
est: 3.07B (+40.0%)
|
3.08B
2.92B – 3.19B
+0.1% YoY
|
2.97B
2.70B – 3.23B
-3.7% YoY
|
3.03B
2.99B – 3.06B
+2.0% YoY
|
3.04B
2.76B – 3.31B
+0.5% YoY
|
3.25B
2.95B – 3.54B
+6.8% YoY
|
| Net Income |
1.37B
est: 1.30B (+5.0%)
|
865.00M
est: 743.12M (+16.4%)
|
1.01B
est: 1.06B (-4.7%)
|
1.16B
est: 1.07B (+8.6%)
|
1.35B
est: 1.16B (+16.3%)
|
1.37B
est: 1.33B (+3.1%)
|
257.00M
est: 212.69M (+20.8%)
|
1.05B
est: 1.08B (-2.5%)
|
2.20B
est: 2.11B (+4.2%)
|
3.93B
est: 3.37B (+16.7%)
|
1.32B
est: 1.18B (+11.9%)
|
2.14B
est: 1.04B (+104.8%)
|
3.08B
est: 2.97B (+3.5%)
|
2.86B
est: 3.10B (-7.6%)
|
1.84B
est: 2.94B (-37.5%)
|
3.35B
3.27B – 3.54B
+13.9% YoY
|
3.65B
3.52B – 3.68B
+8.9% YoY
|
3.94B
3.85B – 4.01B
+7.9% YoY
|
4.24B
3.74B – 4.73B
+7.6% YoY
|
4.63B
4.08B – 5.17B
+9.3% YoY
|
| SGA |
343.00M
est: 439.96M (-22.0%)
|
359.00M
est: 406.23M (-11.6%)
|
374.00M
est: 531.43M (-29.6%)
|
408.00M
est: 474.50M (-14.0%)
|
423.00M
est: 513.03M (-17.5%)
|
426.00M
est: 480.09M (-11.3%)
|
436.00M
est: 507.38M (-14.1%)
|
472.00M
est: 527.33M (-10.5%)
|
496.00M
est: 527.78M (-6.0%)
|
543.00M
est: 523.94M (+3.6%)
|
596.00M
est: 566.50M (+5.2%)
|
635.00M
est: 661.81M (-4.1%)
|
677.00M
est: 638.88M (+6.0%)
|
693.00M
est: 722.72M (-4.1%)
|
744.00M
est: 671.52M (+10.8%)
|
672.40M
637.87M – 696.67M
+0.1% YoY
|
647.77M
589.80M – 705.29M
-3.7% YoY
|
660.77M
653.24M – 668.31M
+2.0% YoY
|
664.33M
603.91M – 724.05M
+0.5% YoY
|
709.35M
644.83M – 773.11M
+6.8% YoY
|
| EPS |
2.83
est: 4.01 (-29.4%)
|
1.78
est: 3.33 (-46.5%)
|
2.05
est: 4.85 (-57.7%)
|
2.36
est: 4.07 (-42.0%)
|
2.72
est: 2.52 (+7.9%)
|
2.74
est: 2.42 (+13.4%)
|
0.51
est: 2.64 (-80.7%)
|
1.72
est: 2.71 (-36.5%)
|
3.70
est: 3.12 (+18.5%)
|
6.47
est: 3.84 (+68.5%)
|
2.01
est: 4.13 (-51.4%)
|
3.32
est: 4.44 (-25.2%)
|
4.81
est: 4.70 (+2.2%)
|
4.44
est: 4.74 (-6.3%)
|
2.75
est: 4.58 (-40.0%)
|
5.11
5.01 – 5.42
+11.5% YoY
|
5.52
5.39 – 5.65
+7.9% YoY
|
5.99
5.90 – 6.15
+8.6% YoY
|
6.49
5.73 – 7.25
+8.5% YoY
|
7.10
6.26 – 7.93
+9.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-21 | Morgan Stanley | Overweight | Overweight | Maintain |
| 2026-04-15 | Barclays | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C+ | 2/5 | 1/5 | 2/5 | 1/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B- | 2/5 | 1/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-15 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.90B
OE per share TTM
-2.91
Owner's Yield
-3.17%
Maintenance CapEx ratio
45.26%
Maint CapEx / Avg PPE
364.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
609
Total invested
6.35B
Insider transactions (90d)
0
Beneficial owners (>5%)
33
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Group Holdings LLP | 34.32M | 5.42% | — | 32.68M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 2 | Wellington Investment Advisors Holdings LLP | 34.32M | 5.42% | — | 32.68M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 3 | Wellington Management Group LLP | 34.32M | 5.42% | — | 32.68M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 4 | Wellington Management Company LLP | 32.15M | 5.08% | — | 31.84M | — | — | IA | Massachusetts | 2024-11-08 | ↗ |
| 5 | (1) BlackRock, Inc. | 29.52M | 9.20% | 25.17M | — | 29.52M | — | HC | Delaware | 2022-02-01 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 27.35M | 8.68% | — | 642.1K | 25.90M | 1.45M | IA | Pennsylvania | 2022-02-09 | ↗ |
| 7 | BlackRock for purposes of Schedule 13G filings. | 20.02M | 8.12% | 20.02M | — | 20.02M | — | HC | Delaware | 2010-01-29 | ↗ |
| 8 | 52-0556948 | 19.24M | 6.10% | 9.77M | — | 19.24M | — | IA | Maryland | 2022-02-14 | ↗ |
| 9 | STATE STREET CORPORATION | 17.72M | 5.63% | — | 15.75M | — | 17.72M | HC | BOSTON, MASSACHUSETTS | 2022-02-14 | ↗ |
| 10 | Edward C. Johnson 3d | 17.65M | 7.30% | — | — | 17.65M | — | IN | Delaware | 2013-02-14 | ↗ |
| 11 | FMR LLC | 17.65M | 7.30% | 783.6K | — | 17.65M | — | HC | Delaware | 2013-02-14 | ↗ |
| 12 | Management business group of UBS AG (see Item 7) | 15.04M | 5.80% | — | — | — | — | BK, HC | Switzerland | 2008-02-11 | ↗ |
| 13 | Capital International Investors ** | 14.99M | 5.40% | 14.92M | — | 14.99M | — | IA | California | 2019-02-14 | ↗ |
| 14 | Franklin Resources, Inc. | 14.97M | 5.40% | 4.00 | 4.00 | 4.00 | 4.00 | HC | Delaware | 2019-01-28 | ↗ |
| 15 | business group of UBS AG (see Item 7)) | 13.24M | 5.00% | — | — | — | — | BK, HC | Switzerland | 2006-02-14 | ↗ |
| 16 | JPMorgan Chase & Co. | 12.75M | 5.20% | 11.79M | 315.3K | 12.42M | 327.2K | HC | Delaware | 2014-01-30 | ↗ |
| 17 | 943112180 | 10.29M | 4.00% | 8.62M | — | 10.29M | — | BK | U.S.A. | 2006-01-26 | ↗ |
| 18 | BARCLAYS GLOBAL INVESTORS, LTD | 1.79M | 0.70% | 1.64M | — | 1.79M | — | BK | England | 2006-01-26 | ↗ |
| 19 | BARCLAYS GLOBAL FUND ADVISORS | 1.72M | 0.67% | 1.71M | — | 1.72M | — | IA | U.S.A. | 2006-01-26 | ↗ |
| 20 | Avenue Investments, L.P. | 1.13M | 0.81% | 420.6K | — | 12.64M | 378.8K | PN | Pennsylvania | 2015-02-11 | ↗ |
| 21 | BARCLAYS GLOBAL INVESTORS JAPAN TRUST AND BANKING COMPANY LIMITED | 199.3K | 0.08% | 199.3K | — | 199.3K | — | BK | Japan | 2006-01-26 | ↗ |
| 22 | BARCLAYS TRUST AND BANKING COMPANY (JAPAN) LIMITED | 156.9K | 0.08% | 156.9K | — | 156.9K | — | BK | Japan | 2003-08-11 | ↗ |
| 23 | BARCLAYS LIFE ASSURANCE COMPANY LIMITED | 9.5K | 0.00% | 9.5K | — | 9.5K | — | BK | England | 2003-08-11 | ↗ |
| 24 | BARCLAYS CAPITAL SECURITIES LIMITED | 7.9K | 0.00% | 7.9K | — | 7.9K | — | BK | England. | 2003-08-11 | ↗ |
| 25 | 98-0186363 | 98.00 | 4.70% | — | — | — | — | BK, HC | Switzerland | 2009-02-11 | ↗ |
| 26 | 95-1411037 | 13.00 | 6.20% | 19.61M | — | 19.66M | — | IA | Delaware | 2022-02-11 | ↗ |
| 27 | 13-5620131 | — | 0.00% | — | — | — | — | IA | NEW YORK | 2005-06-14 | ↗ |
| 28 | BARCLAYS BANK PLC | — | 0.00% | — | — | — | — | BK | England | 2003-08-11 | ↗ |
| 29 | BARCLAYS BANK TRUST COMPANY LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-08-11 | ↗ |
| 30 | BARCLAYS CAPITAL INVESTMENTS | — | 0.00% | — | — | — | — | BK | England. | 2003-08-11 | ↗ |
| 31 | BARCLAYS PRIVATE BANK & TRUST (ISLE OF MAN) LIMITED | — | 0.00% | — | — | — | — | BK | England. | 2003-08-11 | ↗ |
| 32 | BARCLAYS PRIVATE BANK AND TRUST (JERSEY) LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-08-11 | ↗ |
| 33 | BARCLAYS PRIVATE BANK AND TRUST LIMITED (Sussie) | — | 0.00% | — | — | — | — | BK | U.S.A. | 2003-08-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
609
-619 vs prev Q
New positions
61
Closed positions
661
Increased
281
Reduced
190
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 2.09M +2.1M (+100.0%) | 184.23B +184.2B (+100.0%) | 0.32% +0.320 pp | 0.28% +0.278 pp | USD88.29 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 76.73M +1.0M (+1.3%) | 6.77B -38.9M (-0.6%) | 11.75% +0.149 pp | 0.10% -0.004 pp | USD56.90 +55.2% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 57.48M -3.4M (-5.5%) | 5.08B -399.5M (-7.3%) | 8.80% -0.519 pp | 0.09% -0.010 pp | USD83.26 +6.0% | 6 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 51.78M -2.3M (-4.2%) | 4.57B -293.0M (-6.0%) | 7.93% -0.355 pp | 0.72% -0.069 pp | USD67.12 +31.5% | 45 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 46.64M -3.8M (-7.5%) | 4.12B -417.4M (-9.2%) | 7.14% -0.580 pp | 0.72% -0.072 pp | USD67.21 +31.4% | 44 qtrs — |
| 6 | STATE STREET CORP | 36.81M +1.8M (+5.2%) | 3.27B +125.4M (+4.0%) | 5.64% +0.277 pp | 0.11% +0.001 pp | USD58.37 +51.3% | 51 qtrs — |
| 7 | MORGAN STANLEY | 22.33M +3.3M (+17.0%) | 1.97B +254.8M (+14.8%) | 3.42% +0.497 pp | 0.12% +0.014 pp | USD73.27 +20.5% | 51 qtrs — |
| 8 | FMR LLC | 18.24M -811.4K (-4.3%) | 1.61B -103.8M (-6.1%) | 2.79% -0.126 pp | 0.08% -0.007 pp | USD70.62 +25.0% | 70 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 14.30M +116.6K (+0.8%) | 1.26B -13.3M (-1.0%) | 2.19% +0.017 pp | 0.08% -0.004 pp | USD59.34 +48.8% | 78 qtrs — |
| 10 | JPMORGAN CHASE & CO | 12.16M +1.7M (+16.6%) | 1.07B +135.6M (+14.5%) | 1.86% +0.265 pp | 0.07% +0.011 pp | USD82.02 +7.6% | 51 qtrs — |
| 11 | NEWPORT TRUST CO | 11.72M -491.9K (-4.0%) | 1.03B -64.1M (-5.8%) | 1.79% -0.076 pp | 2.48% -0.026 pp | USD53.81 +64.1% | 33 qtrs — |
| 12 | NORGES BANK | 10.36M +10.4M (+100.0%) | 914.92M +914.9M (+100.0%) | 1.59% +1.587 pp | 0.10% +0.098 pp | USD88.29 +0.0% | 1 qtrs NEW |
| 13 | INVESCO LTD. | 10.29M -128.0K (-1.2%) | 908.60M -28.9M (-3.1%) | 1.58% -0.020 pp | 0.14% -0.008 pp | USD77.81 +13.5% | 57 qtrs — |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | 9.59M -559.1K (-5.5%) | 846.55M -66.5M (-7.3%) | 1.47% -0.086 pp | 0.09% -0.006 pp | USD72.07 +22.5% | 75 qtrs — |
| 15 | DEUTSCHE BANK AG\ | 9.16M -236.5K (-2.5%) | 808.92M -36.8M (-4.3%) | 1.40% -0.037 pp | 0.26% -0.020 pp | USD77.92 +13.3% | 50 qtrs — |
| 16 | FRANKLIN RESOURCES INC | 9.03M -430.9K (-4.6%) | 797.53M -54.0M (-6.3%) | 1.38% -0.067 pp | 0.20% -0.017 pp | USD64.94 +36.0% | 51 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 8.94M -1.1M (-10.8%) | 789.59M -113.0M (-12.5%) | 1.37% -0.167 pp | 0.06% -0.004 pp | USD64.32 +37.3% | 52 qtrs — |
| 18 | NORTHERN TRUST CORP | 6.61M -130.3K (-1.9%) | 583.52M -22.9M (-3.8%) | 1.01% -0.020 pp | 0.07% -0.003 pp | USD52.56 +68.0% | 51 qtrs — |
| 19 | LEGAL & GENERAL GROUP PLC | 6.25M -53.9K (-0.9%) | 551.82M -15.4M (-2.7%) | 0.96% -0.009 pp | 0.12% -0.005 pp | USD56.04 +57.5% | 75 qtrs — |
| 20 | CLEARBRIDGE INVESTMENTS, LLC | 6.03M -4.9M (-44.8%) | 532.11M -451.0M (-45.9%) | 0.92% -0.751 pp | 0.43% -0.314 pp | USD65.53 +34.7% | 62 qtrs — |
| 21 | UBS ASSET MANAGEMENT AMERICAS INC | 5.08M -89.5K (-1.7%) | 448.79M -16.6M (-3.6%) | 0.78% -0.014 pp | 0.09% -0.006 pp | USD65.29 +35.2% | 90 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 5.06M -100.5K (-1.9%) | 446.64M -17.6M (-3.8%) | 0.77% -0.016 pp | 0.08% -0.011 pp | USD49.66 +77.8% | 66 qtrs — |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.50M -137.9K (-3.0%) | 397.12M -20.0M (-4.8%) | 0.69% -0.021 pp | 0.13% -0.001 pp | USD58.79 +50.2% | 51 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 4.49M -708.1K (-13.6%) | 396.41M -71.3M (-15.2%) | 0.69% -0.109 pp | 0.05% -0.009 pp | USD73.55 +20.0% | 73 qtrs — |
| 25 | PICTET ASSET MANAGEMENT HOLDING SA | 4.25M -245.6K (-5.5%) | 375.30M -29.3M (-7.2%) | 0.65% -0.038 pp | 0.36% -0.026 pp | USD69.76 +26.6% | 10 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.07M +65.6K (+1.6%) | 359.66M -982.2K (-0.3%) | 0.62% +0.010 pp | 0.06% -0.002 pp | USD58.02 +52.2% | 100 qtrs — |
| 27 | NUVEEN, LLC | 3.70M +611.9K (+19.8%) | 326.30M +48.8M (+17.6%) | 0.57% +0.094 pp | 0.09% +0.012 pp | USD74.84 +18.0% | 4 qtrs — |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.58M +85.8K (+2.5%) | 316.08M +1.7M (+0.5%) | 0.55% +0.013 pp | 0.47% -0.030 pp | USD76.03 +16.1% | 7 qtrs — |
| 29 | BAHL & GAYNOR INC | 3.45M -45.8K (-1.3%) | 304.96M -10.0M (-3.2%) | 0.53% -0.007 pp | 1.54% -0.020 pp | USD66.78 +32.2% | 44 qtrs — |
| 30 | COHEN & STEERS, INC. | 3.26M -145.0K (-4.3%) | 287.66M -18.6M (-6.1%) | 0.50% -0.022 pp | 0.52% -0.032 pp | USD77.96 +13.3% | 23 qtrs — |
| 31 | PERPETUAL LTD | 3.21M -26.2K (-0.8%) | 283.31M -7.8M (-2.7%) | 0.49% -0.004 pp | 4.10% +0.484 pp | USD80.37 +9.9% | 12 qtrs — |
| 32 | UBS GROUP AG | 2.87M -833.2K (-22.5%) | 253.39M -79.8M (-24.0%) | 0.44% -0.128 pp | 0.04% -0.011 pp | USD81.36 +8.5% | 45 qtrs — |
| 33 | NATIONAL PENSION SERVICE | 2.83M +2.0M (+246.4%) | 249.60M +176.2M (+239.9%) | 0.43% +0.308 pp | 0.18% +0.128 pp | USD82.35 +7.2% | 46 qtrs — |
| 34 | HSBC HOLDINGS PLC | 2.48M +234.9K (+10.4%) | 219.29M +17.1M (+8.4%) | 0.38% +0.036 pp | 0.11% +0.000 pp | USD74.23 +18.9% | 56 qtrs — |
| 35 | MILLENNIUM MANAGEMENT LLC | 2.47M -1.2M (-33.5%) | 217.82M -115.8M (-34.7%) | 0.38% -0.190 pp | 0.09% -0.051 pp | USD80.51 +9.7% | 75 qtrs — |
| 36 | NEUBERGER BERMAN GROUP LLC | 2.46M -29.4K (-1.2%) | 217.14M -6.0M (-2.7%) | 0.38% -0.005 pp | 0.16% -0.001 pp | USD73.01 +20.9% | 51 qtrs — |
| 37 | MITSUBISHI UFJ TRUST & BANKING CORP | 2.30M -411.5K (-15.2%) | 203.36M -40.9M (-16.8%) | 0.35% -0.063 pp | 0.48% -0.053 pp | USD74.73 +18.1% | 67 qtrs — |
| 38 | BESSEMER GROUP INC | 2.22M +319.6K (+16.8%) | 195.86M +25.0M (+14.6%) | 0.34% +0.049 pp | 0.30% +0.039 pp | USD89.65 -1.5% | 51 qtrs — |
| 39 | MAGELLAN ASSET MANAGEMENT LTD | 2.17M -71.5K (-3.2%) | 191.31M -10.1M (-5.0%) | 0.33% -0.011 pp | 2.33% -0.060 pp | USD59.63 +48.1% | 50 qtrs — |
| 40 | JENNISON ASSOCIATES LLC | 2.16M -40.5K (-1.8%) | 190.38M -7.3M (-3.7%) | 0.33% -0.006 pp | 0.11% -0.001 pp | USD76.81 +14.9% | 70 qtrs — |
| 41 | REAVES W H & CO INC | 2.14M +544.6K (+34.1%) | 188.98M +45.4M (+31.6%) | 0.33% +0.083 pp | 3.31% +0.748 pp | USD78.79 +12.1% | 53 qtrs — |
| 42 | DEKABANK DEUTSCHE GIROZENTRALE | 2.33M +— (+0.0%) | 184.76M -23.7M (-11.4%) | 0.36% 0.000 pp | 0.32% -0.032 pp | USD67.55 +30.7% | 66 qtrs — |
| 43 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.09M -56.6K (-2.6%) | 184.23M -8.6M (-4.5%) | 0.32% -0.009 pp | 2.09% -0.098 pp | USD48.63 +81.6% | 68 qtrs — |
| 44 | DIMENSIONAL FUND ADVISORS LP | 2.04M +15.6K (+0.8%) | 180.50M -2.0M (-1.1%) | 0.31% +0.002 pp | 0.04% -0.001 pp | USD61.84 +42.8% | 51 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 1.94M +140.7K (+7.8%) | 170.96M +9.4M (+5.8%) | 0.30% +0.021 pp | 0.19% +0.003 pp | USD76.11 +16.0% | 37 qtrs — |
| 46 | BROOKFIELD CORP /ON/ | 1.92M +170.6K (+9.7%) | 169.83M +12.1M (+7.7%) | 0.29% +0.026 pp | 0.21% +0.027 pp | USD89.83 -1.7% | 2 qtrs — |
| 47 | SWISS NATIONAL BANK | 1.79M -92.0K (-4.9%) | 157.86M -11.3M (-6.7%) | 0.27% -0.014 pp | 0.09% -0.004 pp | USD60.35 +46.3% | 51 qtrs — |
| 48 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.75M +111.0K (+6.8%) | 154.89M +7.0M (+4.7%) | 0.27% +0.017 pp | 0.23% +0.000 pp | USD84.88 +4.0% | 30 qtrs — |
| 49 | WELLS FARGO & COMPANY/MN | 1.73M -42.1K (-2.4%) | 152.65M -6.7M (-4.2%) | 0.26% -0.007 pp | 0.03% -0.003 pp | USD67.26 +31.3% | 57 qtrs — |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 1.69M -120.0K (-6.6%) | 149.06M -13.7M (-8.4%) | 0.26% -0.019 pp | 0.08% -0.006 pp | USD60.36 +46.3% | 81 qtrs — |
| 51 | AMUNDI | 1.67M +681.5K (+69.3%) | 147.01M +56.1M (+61.6%) | 0.26% +0.104 pp | 0.04% +0.011 pp | USD81.29 +8.6% | 19 qtrs — |
| 52 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.59M +74.7K (+4.9%) | 142.70M +6.3M (+4.6%) | 0.24% +0.011 pp | 0.10% -0.002 pp | USD73.39 +20.3% | 58 qtrs — |
| 53 | TORTOISE CAPITAL ADVISORS, L.L.C. | 1.60M +87.9K (+5.8%) | 141.51M +5.2M (+3.8%) | 0.25% +0.013 pp | 1.80% +0.043 pp | USD79.28 +11.4% | 59 qtrs — |
| 54 | ANTIPODES PARTNERS LTD | 1.60M -76.4K (-4.6%) | 141.41M -9.6M (-6.3%) | 0.25% -0.012 pp | 2.97% -0.418 pp | USD89.98 -1.9% | 2 qtrs — |
| 55 | MEREWETHER INVESTMENT MANAGEMENT, LP | 1.55M -402.3K (-20.6%) | 136.60M -38.8M (-22.1%) | 0.24% -0.062 pp | 3.14% -1.055 pp | USD76.86 +14.9% | 4 qtrs — |
| 56 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.49M -48.4K (-3.1%) | 131.97M -6.9M (-5.0%) | 0.23% -0.008 pp | 0.08% -0.002 pp | USD55.00 +60.5% | 59 qtrs — |
| 57 | ROYAL BANK OF CANADA | 1.44M -715.7K (-33.1%) | 127.47M -66.8M (-34.4%) | 0.22% -0.110 pp | 0.02% -0.011 pp | USD73.35 +20.4% | 51 qtrs — |
| 58 | ZIMMER PARTNERS, LP | 1.41M +553.5K (+64.7%) | 124.43M +47.4M (+61.6%) | 0.22% +0.085 pp | 3.28% +1.616 pp | USD79.30 +11.3% | 12 qtrs — |
| 59 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.37M +14.5K (+1.1%) | 120.79M -1.0M (-0.8%) | 0.21% +0.002 pp | 0.07% -0.004 pp | USD57.97 +52.3% | 58 qtrs — |
| 60 | ENERGY INCOME PARTNERS, LLC | 1.32M +518.3K (+64.4%) | 116.79M +44.4M (+61.3%) | 0.20% +0.079 pp | 2.12% +0.720 pp | USD75.32 +17.2% | 51 qtrs — |
| 61 | HIGHTOWER ADVISORS, LLC | 1.28M -33.9K (-2.6%) | 113.45M -5.2M (-4.4%) | 0.20% -0.005 pp | 0.12% -0.011 pp | USD65.78 +34.2% | 60 qtrs — |
| 62 | RHUMBLINE ADVISERS | 1.24M -38.7K (-3.0%) | 109.86M -5.6M (-4.8%) | 0.19% -0.006 pp | 0.09% -0.004 pp | USD54.90 +60.8% | 55 qtrs — |
| 63 | ENVESTNET ASSET MANAGEMENT INC | 1.24M -187.6K (-13.1%) | 109.75M -19.0M (-14.8%) | 0.19% -0.029 pp | 0.03% -0.005 pp | USD68.82 +28.3% | 51 qtrs — |
| 64 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1.23M -4.9K (-0.4%) | 108.26M -2.5M (-2.3%) | 0.19% -0.001 pp | 0.55% -0.007 pp | USD71.63 +23.3% | 64 qtrs — |
| 65 | AMERIPRISE FINANCIAL INC | 1.19M -134.1K (-10.1%) | 105.11M -14.1M (-11.8%) | 0.18% -0.021 pp | 0.02% -0.004 pp | USD76.40 +15.6% | 55 qtrs — |
| 66 | EMPOWER ADVISORY GROUP, LLC | 1.18M +8.0K (+0.7%) | 104.55M -1.3M (-1.2%) | 0.18% +0.001 pp | 0.28% -0.011 pp | USD76.12 +16.0% | 12 qtrs — |
| 67 | AVIVA PLC | 1.09M +42.3K (+4.1%) | 95.84M +2.0M (+2.1%) | 0.17% +0.006 pp | 0.16% -0.009 pp | USD71.71 +23.1% | 51 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 1.07M -253.2K (-19.1%) | 94.90M -24.6M (-20.6%) | 0.16% -0.039 pp | 0.04% -0.021 pp | USD77.45 +14.0% | 51 qtrs — |
| 69 | BARCLAYS PLC | 1.07M -1.3M (-55.4%) | 94.72M -106.6M (-53.0%) | 0.16% -0.205 pp | 0.02% -0.029 pp | USD77.76 +13.5% | 51 qtrs — |
| 70 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 995.0K +37.9K (+4.0%) | 87.88M +2.0M (+2.4%) | 0.15% +0.006 pp | 0.15% +0.030 pp | USD67.69 +30.4% | 52 qtrs — |
| 71 | RAYMOND JAMES FINANCIAL INC | 968.6K -315.3K (-24.6%) | 85.52M -30.0M (-26.0%) | 0.15% -0.048 pp | 0.03% -0.011 pp | USD87.29 +1.1% | 5 qtrs — |
| 72 | KAYNE ANDERSON CAPITAL ADVISORS LP | 958.3K -11.0K (-1.1%) | 84.61M -2.6M (-3.0%) | 0.15% -0.002 pp | 1.92% +0.007 pp | USD79.88 +10.5% | 35 qtrs — |
| 73 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 941.3K -21.6K (-2.2%) | 83.22M -3.4M (-3.9%) | 0.14% -0.003 pp | 0.07% -0.003 pp | USD64.81 +36.2% | 102 qtrs — |
| 74 | ABRDN PLC | 928.1K +381.0 (+0.0%) | 81.95M -1.3M (-1.5%) | 0.14% +0.000 pp | 0.13% -0.005 pp | USD77.65 +13.7% | 34 qtrs — |
| 75 | CITIGROUP INC | 884.5K -905.6K (-50.6%) | 78.09M -83.0M (-51.5%) | 0.14% -0.139 pp | 0.03% -0.037 pp | USD80.08 +10.3% | 108 qtrs — |
| 76 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 869.7K -2.0K (-0.2%) | 76.79M -1.7M (-2.1%) | 0.13% 0.000 pp | 0.51% -0.023 pp | USD77.65 +13.7% | 14 qtrs — |
| 77 | CITADEL ADVISORS LLC | 868.8K +733.9K (+544.0%) | 76.70M +64.6M (+531.9%) | 0.13% +0.112 pp | 0.01% +0.010 pp | USD86.78 +1.7% | 52 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 842.7K +2.2K (+0.3%) | 74.40M -1.2M (-1.6%) | 0.13% +0.000 pp | 0.07% -0.003 pp | USD50.29 +75.6% | 52 qtrs — |
| 79 | BANK OF MONTREAL /CAN/ | 839.6K -8.7K (-1.0%) | 74.13M -2.2M (-2.9%) | 0.13% -0.001 pp | 0.03% -0.004 pp | USD72.21 +22.3% | 51 qtrs — |
| 80 | CAPITAL INTERNATIONAL, INC./CA/ | 814.4K +5.0K (+0.6%) | 71.91M -930.4K (-1.3%) | 0.12% +0.001 pp | 0.57% -0.017 pp | USD77.35 +14.1% | 44 qtrs — |
| 81 | CAPITAL RESEARCH GLOBAL INVESTORS | 800.0K +— (+0.0%) | 70.63M -1.4M (-1.9%) | 0.12% 0.000 pp | 0.01% -0.001 pp | USD75.49 +17.0% | 7 qtrs — |
| 82 | BALYASNY ASSET MANAGEMENT L.P. | 793.4K +760.3K (+2,293.9%) | 70.05M +67.1M (+2,248.9%) | 0.12% +0.116 pp | 0.09% +0.085 pp | USD87.91 +0.4% | 16 qtrs — |
| 83 | NEW YORK STATE COMMON RETIREMENT FUND | 773.9K +400.0 (+0.1%) | 68.33M -1.3M (-1.8%) | 0.12% +0.000 pp | 0.09% +0.001 pp | USD54.25 +62.7% | 103 qtrs — |
| 84 | LPL FINANCIAL LLC | 766.8K -45.8K (-5.6%) | 67.70M -5.4M (-7.4%) | 0.12% -0.007 pp | 0.02% -0.003 pp | USD71.63 +23.3% | 51 qtrs — |
| 85 | M&G PLC | 763.2K -65.0K (-7.9%) | 67.16M -7.4M (-9.9%) | 0.12% -0.010 pp | 0.35% -0.051 pp | USD71.36 +23.7% | 8 qtrs — |
| 86 | — | 731.3K -38.5K (-5.0%) | 65.15M -4.1M (-5.9%) | 0.11% -0.006 pp | 1.58% -0.153 pp | USD89.98 -1.9% | 2 qtrs — |
| 87 | ENSIGN PEAK ADVISORS, INC | 702.6K +241.0K (+52.2%) | 62.03M +20.5M (+49.4%) | 0.11% +0.037 pp | 0.11% +0.041 pp | USD81.68 +8.1% | 25 qtrs — |
| 88 | FIRST TRUST ADVISORS LP | 668.3K -267.5K (-28.6%) | 59.00M -25.2M (-29.9%) | 0.10% -0.041 pp | 0.04% -0.020 pp | USD71.80 +23.0% | 51 qtrs — |
| 89 | ALLIANCEBERNSTEIN L.P. | 654.5K -297.9K (-31.3%) | 57.78M -27.9M (-32.6%) | 0.10% -0.046 pp | 0.02% -0.009 pp | USD59.38 +48.7% | 61 qtrs — |
| 90 | MARYLAND STATE RETIREMENT & PENSION SYSTEM | 647.7K +10.6K (+1.7%) | 57.19M -138.7K (-0.2%) | 0.10% +0.002 pp | 1.18% -0.027 pp | USD76.40 +15.6% | 21 qtrs — |
| 91 | RNC CAPITAL MANAGEMENT LLC | 606.2K +9.6K (+1.6%) | 53.52M -163.9K (-0.3%) | 0.09% +0.001 pp | 2.44% -0.034 pp | USD63.41 +39.2% | 36 qtrs — |
| 92 | GROUPAMA ASSET MANAGMENT | 603.1K +104.2K (+20.9%) | 53.25M +8.4M (+18.6%) | 0.09% +0.016 pp | 0.78% +0.122 pp | USD78.44 +12.6% | 9 qtrs — |
| 93 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 586.0K -9.5K (-1.6%) | 51.74M -1.8M (-3.4%) | 0.09% -0.002 pp | 0.09% -0.002 pp | USD60.39 +46.2% | 51 qtrs — |
| 94 | PRUDENTIAL FINANCIAL INC | 583.7K +195.9K (+50.5%) | 51.53M +16.6M (+47.7%) | 0.09% +0.030 pp | 0.06% +0.021 pp | USD79.01 +11.7% | 85 qtrs — |
| 95 | 1832 ASSET MANAGEMENT L.P. | 574.2K +143.2K (+33.2%) | 50.69M +11.9M (+30.7%) | 0.09% +0.022 pp | 0.04% +0.008 pp | USD85.79 +2.9% | 5 qtrs — |
| 96 | NATIONAL BANK OF CANADA /FI/ | 547.9K +459.8K (+521.8%) | 48.38M +40.4M (+510.2%) | 0.08% +0.070 pp | 0.04% +0.036 pp | USD86.82 +1.7% | 17 qtrs — |
| 97 | DANSKE BANK A/S | 547.5K +43.9K (+8.7%) | 48.34M +3.0M (+6.7%) | 0.08% +0.007 pp | 0.11% 0.000 pp | USD74.32 +18.8% | 8 qtrs — |
| 98 | CI INVESTMENTS INC. | 539.6K +3.0K (+0.6%) | 47.64M -643.8K (-1.3%) | 0.08% +0.000 pp | 0.21% +0.033 pp | USD62.89 +40.4% | 62 qtrs — |
| 99 | NATIXIS ADVISORS, L.P. | 530.9K +35.4K (+7.2%) | 46.88M +2.3M (+5.1%) | 0.08% +0.005 pp | 0.07% +0.001 pp | USD76.70 +15.1% | 39 qtrs — |
| 100 | AMF TJANSTEPENSION AB | 522.3K +29.2K (+5.9%) | 46.11M +1.7M (+3.9%) | 0.08% +0.004 pp | 0.29% +0.005 pp | USD75.51 +16.9% | 39 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
10.00
Bullish
Ratio by volume
1.29
Neutral
Buys
10
Sells
1
Shares acquired
1.5K
Shares disposed
1.1K
Cash buys
—
Cash sales
1.00
Net activity
+325
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 41,069 | D | ↗ |
| 2026-04-01 | Weaving Anya | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 790 | D | ↗ |
| 2026-04-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 298 | 0.00 | — | 13,528 | D | ↗ |
| 2026-04-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 41,653 | D | ↗ |
| 2026-04-01 | Sagara Kevin C. | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 3,777 | D | ↗ |
| 2026-04-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 20,788 | D | ↗ |
| 2026-04-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 1,857 | D | ↗ |
| 2026-04-01 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 4,832 | D | ↗ |
| 2026-04-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 16,012 | D | ↗ |
| 2026-04-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 128 | 0.00 | — | 11,517 | D | ↗ |
| 2026-04-01 | BIRD JUSTIN CHRISTOPHER | Officer | S-Sale | D | Common Stock | 1,128 | 96.69 | 109.1K | 21,632 | D | ↗ |
| 2026-03-19 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,098 | 0.00 | — | 212,992 | D | ↗ |
| 2026-03-18 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,093 | 0.00 | — | 210,894 | D | ↗ |
| 2026-03-17 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,067 | 0.00 | — | 208,802 | D | ↗ |
| 2026-03-16 | Wold Dyan Z. | Officer | S-Sale | D | Common Stock | 1,539 | 95.38 | 146.8K | 4,633 | D | ↗ |
| 2026-03-12 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,140 | 0.00 | — | 206,734 | D | ↗ |
| 2026-03-12 | Kirk Jennifer M | Director | P-Purchase | A | Common Stock | 1,000 | 93.44 | 93.4K | 1,000 | D | ↗ |
| 2026-03-11 | WARNER CYNTHIA J | Director | P-Purchase | A | Common Stock | 2,500 | 92.95 | 232.4K | 11,275 | D | ↗ |
| 2026-03-11 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,156 | 0.00 | — | 204,594 | D | ↗ |
| 2026-03-11 | MARK RICHARD J | Director | P-Purchase | A | Common Stock | 2,692 | 93.30 | 251.2K | 17,376 | D | ↗ |
| 2026-03-09 | Sedgwick Karen L | Officer | S-Sale | D | Common Stock | 987 | 91.36 | 90.2K | 42,914 | D | ↗ |
| 2026-01-27 | Wold Dyan Z. | Officer | A-Award | A | Common Stock | 310 | 0.00 | — | 5,999 | D | ↗ |
| 2026-01-27 | Winn Caroline Ann | Officer | A-Award | A | Common Stock | 1,903 | 0.00 | — | 33,255 | D | ↗ |
| 2026-01-27 | Sedgwick Karen L | Officer | A-Award | A | Common Stock | 2,986 | 0.00 | — | 45,684 | D | ↗ |
| 2026-01-27 | Sagara Kevin C. | Director | A-Award | A | Common Stock | 3,133 | 0.00 | — | 4,175 | D | ↗ |
| 2026-01-27 | Martin Jeffrey W | Director / Officer | A-Award | A | Common Stock | 22,179 | 0.00 | — | 38,267 | D | ↗ |
| 2026-01-27 | Larroque Alexander Lisa | Officer | A-Award | A | Common Stock | 966 | 0.00 | — | 17,363 | D | ↗ |
| 2026-01-27 | DAY DIANA L | Officer | A-Award | A | Common Stock | 1,046 | 0.00 | — | 26,918 | D | ↗ |
| 2026-01-27 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Common Stock | 2,855 | 0.00 | — | 24,463 | D | ↗ |
| 2026-01-15 | Wold Dyan Z. | Officer | F-InKind | D | Common Stock | 5 | 91.77 | 487.30 | 5,677 | D | ↗ |
| 2026-01-15 | Winn Caroline Ann | Officer | F-InKind | D | Common Stock | 16 | 91.77 | 1.5K | 31,252 | D | ↗ |
| 2026-01-15 | Sedgwick Karen L | Officer | F-InKind | D | Common Stock | 6 | 91.77 | 568.06 | 40,337 | D | ↗ |
| 2026-01-15 | Larroque Alexander Lisa | Officer | F-InKind | D | Common Stock | 10 | 91.77 | 923.21 | 15,677 | D | ↗ |
| 2026-01-15 | DAY DIANA L | Officer | F-InKind | D | Common Stock | 9 | 91.77 | 862.64 | 25,082 | D | ↗ |
| 2026-01-15 | BIRD JUSTIN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 6 | 91.77 | 591.00 | 19,412 | D | ↗ |
| 2026-01-05 | Martin Jeffrey W | Director / Officer | S-Sale | D | Common Stock | 300 | 88.93 | 26.7K | 2 | D | ↗ |
| 2026-01-02 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 40,657 | D | ↗ |
| 2026-01-02 | Wold Dyan Z. | Officer | A-Award | A | Common Stock | 2,890 | 0.00 | — | 5,670 | D | ↗ |
| 2026-01-02 | Winn Caroline Ann | Officer | A-Award | A | Employee Stock Option (right to buy) | 60,429 | 89.71 | 5.42M | 60,429 | D | ↗ |
| 2026-01-02 | Weaving Anya | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 659 | D | ↗ |
| 2026-01-02 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 323 | 0.00 | — | 13,141 | D | ↗ |
| 2026-01-02 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 41,236 | D | ↗ |
| 2026-01-02 | Sedgwick Karen L | Officer | F-InKind | D | Common Stock | 954 | 89.71 | 85.6K | 40,326 | D | ↗ |
| 2026-01-02 | Sagara Kevin C. | Director | I-Discretionary | D | Phantom Shares | 459 | 0.00 | — | 3,482 | D | ↗ |
| 2026-01-02 | Martin Jeffrey W | Director / Officer | S-Sale | D | Common Stock | 27,606 | 89.38 | 2.47M | 23,113 | D | ↗ |
| 2026-01-02 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 20,517 | D | ↗ |
| 2026-01-02 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 1,718 | D | ↗ |
| 2026-01-02 | Larroque Alexander Lisa | Officer | A-Award | A | Common Stock | 5,824 | 0.00 | — | 15,659 | D | ↗ |
| 2026-01-02 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 4,672 | D | ↗ |
| 2026-01-02 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 15,774 | D | ↗ |
| 2026-01-02 | DAY DIANA L | Officer | A-Award | A | Common Stock | 9,364 | 0.00 | — | 25,062 | D | ↗ |
| 2026-01-02 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 139 | 0.00 | — | 11,310 | D | ↗ |
| 2026-01-02 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Employee Stock Option (right to buy) | 93,349 | 89.71 | 8.37M | 93,349 | D | ↗ |
| 2025-11-24 | Sedgwick Karen L | Officer | S-Sale | D | Common Stock | 7,564 | 92.29 | 698.1K | 41,280 | D | ↗ |
| 2025-11-19 | Wold Dyan Z. | Officer | S-Sale | D | Common Stock | 1,510 | 91.38 | 138.0K | 3,481 | D | ↗ |
| 2025-11-19 | Winn Caroline Ann | Officer | S-Sale | D | Common Stock | 500 | 91.70 | 45.9K | 33,664 | D | ↗ |
| 2025-11-18 | Winn Caroline Ann | Officer | S-Sale | D | Common Stock | 5,500 | 91.58 | 503.7K | 34,164 | D | ↗ |
| 2025-11-07 | Larroque Alexander Lisa | Officer | S-Sale | D | Common Stock | 4,322 | 92.55 | 400.0K | 11,325 | D | ↗ |
| 2025-10-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 40,236 | D | ↗ |
| 2025-10-01 | Weaving Anya | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 516 | D | ↗ |
| 2025-10-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 325 | 0.00 | — | 12,728 | D | ↗ |
| 2025-10-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 40,811 | D | ↗ |
| 2025-10-01 | Sagara Kevin C. | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 3,914 | D | ↗ |
| 2025-10-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 20,236 | D | ↗ |
| 2025-10-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 1,567 | D | ↗ |
| 2025-10-01 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 4,501 | D | ↗ |
| 2025-10-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 15,526 | D | ↗ |
| 2025-10-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 140 | 0.00 | — | 11,093 | D | ↗ |
| 2025-09-29 | Sagara Kevin C. | Director | S-Sale | D | Common Stock | 14,433 | 89.50 | 1.29M | 1,042 | D | ↗ |
| 2025-09-15 | Sagara Kevin C. | Director | S-Sale | D | Common Stock | 11,640 | 83.76 | 975.0K | 32,699 | D | ↗ |
| 2025-08-14 | Winn Caroline Ann | Officer | S-Sale | D | Common Stock | 5,114 | 82.01 | 419.4K | 39,380 | D | ↗ |
| 2025-07-23 | Larroque Alexander Lisa | Officer | S-Sale | D | Common Stock | 1,576 | 80.00 | 126.1K | 15,600 | D | ↗ |
| 2025-07-05 | Wold Dyan Z. | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,937 | D | ↗ |
| 2025-07-05 | Winn Caroline Ann | Officer | — | — | Common Stock | 0 | 0.00 | — | 44,316 | D | ↗ |
| 2025-07-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 39,751 | D | ↗ |
| 2025-07-01 | Weaving Anya | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 374 | D | ↗ |
| 2025-07-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 381 | 0.00 | — | 12,300 | D | ↗ |
| 2025-07-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 40,322 | D | ↗ |
| 2025-07-01 | Sagara Kevin C. | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 3,743 | D | ↗ |
| 2025-07-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 19,924 | D | ↗ |
| 2025-07-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 1,416 | D | ↗ |
| 2025-07-01 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 4,325 | D | ↗ |
| 2025-07-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 15,255 | D | ↗ |
| 2025-07-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 164 | 0.00 | — | 10,860 | D | ↗ |
| 2025-05-14 | DAY DIANA L | Officer | S-Sale | D | Common Stock | 5,217 | 73.99 | 386.0K | 19,767 | D | ↗ |
| 2025-05-13 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 1,863 | 0.00 | — | 39,587 | D | ↗ |
| 2025-05-13 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 1,863 | 0.00 | — | 11,919 | D | ↗ |
| 2025-05-13 | WALL PETER R | Officer | I-Discretionary | A | Phantom Shares | 1,194 | 0.00 | — | 1,194 | D | ↗ |
| 2025-05-13 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 1,863 | 0.00 | — | 40,158 | D | ↗ |
| 2025-05-13 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 1,863 | 0.00 | — | 19,760 | D | ↗ |
| 2025-05-13 | MARK RICHARD J | Director | A-Award | A | Common Stock | 1,864 | 0.00 | — | 14,559 | D | ↗ |
| 2025-05-13 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 1,863 | 0.00 | — | 4,161 | D | ↗ |
| 2025-05-13 | Ferrero Pablo | Director | F-InKind | D | Common Stock | 509 | 75.13 | 38.2K | 17,020 | D | ↗ |
| 2025-05-13 | CONESA ANDRES | Director | F-InKind | D | Common Stock | 509 | 75.13 | 38.2K | 23,039 | D | ↗ |
| 2025-04-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 37,381 | D | ↗ |
| 2025-04-01 | Weaving Anya | Director | A-Award | A | Phantom Shares | 210 | 0.00 | — | 210 | D | ↗ |
| 2025-04-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 405 | 0.00 | — | 9,968 | D | ↗ |
| 2025-04-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 37,947 | D | ↗ |
| 2025-04-01 | Sagara Kevin C. | Director | A-Award | A | Phantom Shares | 210 | 0.00 | — | 3,548 | D | ↗ |
| 2025-04-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 17,735 | D | ↗ |
| 2025-04-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 1,243 | D | ↗ |
| 2025-04-01 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 2,278 | D | ↗ |
| 2025-04-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 14,955 | D | ↗ |
| 2025-04-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 175 | 0.00 | — | 10,600 | D | ↗ |
| 2025-04-01 | BIRD JUSTIN CHRISTOPHER | Officer | S-Sale | D | Common Stock | 1,709 | 71.51 | 122.2K | 19,778 | D | ↗ |
| 2025-03-19 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,816 | 0.00 | — | 196,103 | D | ↗ |
| 2025-03-18 | WALL PETER R | Officer | S-Sale | D | Common Stock | 8,192 | 70.81 | 580.1K | 11,867 | D | ↗ |
| 2025-03-18 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,808 | 0.00 | — | 193,287 | D | ↗ |
| 2025-03-17 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,805 | 0.00 | — | 190,479 | D | ↗ |
| 2025-03-17 | Ferrero Pablo | Director | P-Purchase | A | Common Stock | 2,600 | 70.96 | 184.5K | 15,649 | D | ↗ |
| 2025-03-17 | CONESA ANDRES | Director | P-Purchase | A | Common Stock | 1,400 | 71.54 | 100.2K | 21,668 | D | ↗ |
| 2025-03-14 | Weaving Anya | Director | A-Award | A | Common Stock | 1,995 | 0.00 | — | 1,995 | D | ↗ |
| 2025-03-14 | Sagara Kevin C. | Director | A-Award | A | Restricted Phantom Shares | 1,994 | 0.00 | — | 3,338 | D | ↗ |
| 2025-03-14 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,886 | 0.00 | — | 187,674 | D | ↗ |
| 2025-03-13 | Sedgwick Karen L | Officer | I-Discretionary | A | Phantom Shares | 1,448 | 0.00 | — | 9,222 | D | ↗ |
| 2025-03-13 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,897 | 0.00 | — | 184,788 | D | ↗ |
| 2025-03-12 | YARDLEY JAMES C | Director | P-Purchase | A | Common Stock | 5,019 | 69.74 | 350.0K | 5,019 | D | ↗ |
| 2025-03-12 | Sedgwick Karen L | Officer | I-Discretionary | A | Phantom Shares | 1,448 | 0.00 | — | 7,773 | D | ↗ |
| 2025-03-12 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,895 | 0.00 | — | 181,891 | D | ↗ |
| 2025-03-12 | BIRD JUSTIN CHRISTOPHER | Officer | I-Discretionary | A | Phantom Shares | 1,446 | 0.00 | — | 20,974 | D | ↗ |
| 2025-03-11 | Sedgwick Karen L | Officer | I-Discretionary | A | Phantom Shares | 1,432 | 0.00 | — | 6,326 | D | ↗ |
| 2025-03-11 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,864 | 0.00 | — | 178,996 | D | ↗ |
| 2025-03-11 | Larroque Alexander Lisa | Officer | I-Discretionary | A | Phantom Shares | 716 | 0.00 | — | 1,450 | D | ↗ |
| 2025-03-11 | DAY DIANA L | Officer | I-Discretionary | A | Phantom Shares | 286 | 0.00 | — | 1,072 | D | ↗ |
| 2025-03-11 | BIRD JUSTIN CHRISTOPHER | Officer | I-Discretionary | A | Phantom Shares | 1,432 | 0.00 | — | 19,528 | D | ↗ |
| 2025-03-10 | Sedgwick Karen L | Officer | I-Discretionary | A | Phantom Shares | 1,468 | 0.00 | — | 4,894 | D | ↗ |
| 2025-03-10 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,935 | 0.00 | — | 176,132 | D | ↗ |
| 2025-03-10 | MEARS MICHAEL N | Director | P-Purchase | A | Common Stock | 1,000 | 67.70 | 67.7K | 5,000 | D | ↗ |
| 2025-03-10 | Larroque Alexander Lisa | Officer | I-Discretionary | A | Phantom Shares | 734 | 0.00 | — | 734 | D | ↗ |
| 2025-03-10 | DAY DIANA L | Officer | I-Discretionary | A | Phantom Shares | 294 | 0.00 | — | 786 | D | ↗ |
| 2025-03-10 | BIRD JUSTIN CHRISTOPHER | Officer | I-Discretionary | A | Phantom Shares | 1,468 | 0.00 | — | 18,097 | D | ↗ |
| 2025-03-07 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,877 | 0.00 | — | 173,197 | D | ↗ |
| 2025-03-07 | DAY DIANA L | Officer | I-Discretionary | A | Phantom Shares | 288 | 0.00 | — | 492 | D | ↗ |
| 2025-03-07 | BIRD JUSTIN CHRISTOPHER | Officer | I-Discretionary | A | Phantom Shares | 1,441 | 0.00 | — | 16,629 | D | ↗ |
| 2025-03-06 | WARNER CYNTHIA J | Director | P-Purchase | A | Common Stock | 700 | 70.65 | 49.5K | 8,759 | D | ↗ |
| 2025-03-06 | Martin Jeffrey W | Director / Officer | I-Discretionary | A | Phantom Shares | 2,852 | 0.00 | — | 170,319 | D | ↗ |
| 2025-03-06 | MARK RICHARD J | Director | P-Purchase | A | Common Stock | 7,160 | 69.81 | 499.8K | 12,662 | D | ↗ |
| 2025-03-01 | Weaving Anya | Director | — | — | No securities are beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Sagara Kevin C. | Director | — | — | Phantom Shares | 1,344 | 0.00 | — | 0 | D | ↗ |
| 2025-02-21 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Phantom Shares | 34 | 0.00 | — | 15,188 | D | ↗ |
| 2025-02-19 | WALL PETER R | Officer | A-Award | A | Common Stock | 7,653 | 0.00 | — | 23,853 | D | ↗ |
| 2025-02-19 | Sedgwick Karen L | Officer | A-Award | A | Common Stock | 8,162 | 0.00 | — | 52,028 | D | ↗ |
| 2025-02-19 | Martin Jeffrey W | Director / Officer | F-InKind | D | Common Stock | 52,227 | 85.34 | 4.46M | 53,113 | D | ↗ |
| 2025-02-19 | Larroque Alexander Lisa | Officer | A-Award | A | Common Stock | 5,286 | 0.00 | — | 19,191 | D | ↗ |
| 2025-02-19 | DAY DIANA L | Officer | F-InKind | D | Common Stock | 1,872 | 85.34 | 159.8K | 24,831 | D | ↗ |
| 2025-02-19 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Common Stock | 13,180 | 0.00 | — | 31,130 | D | ↗ |
| 2025-02-11 | Larroque Alexander Lisa | Officer | S-Sale | D | Common Stock | 2,755 | 81.93 | 225.7K | 13,905 | D | ↗ |
| 2025-02-07 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Phantom Shares | 36 | 0.00 | — | 15,154 | D | ↗ |
| 2025-01-30 | Martin Jeffrey W | Director / Officer | S-Sale | D | Common Stock | 49,737 | 82.94 | 4.13M | 2 | D | ↗ |
| 2025-01-28 | WALL PETER R | Officer | A-Award | A | Common Stock | 3,245 | 0.00 | — | 18,777 | D | ↗ |
| 2025-01-28 | Sedgwick Karen L | Officer | A-Award | A | Common Stock | 3,870 | 0.00 | — | 42,915 | D | ↗ |
| 2025-01-28 | Martin Jeffrey W | Director / Officer | F-InKind | D | Common Stock | 45,330 | 81.75 | 3.71M | 49,739 | D | ↗ |
| 2025-01-28 | Larroque Alexander Lisa | Officer | A-Award | A | Common Stock | 2,531 | 0.00 | — | 16,071 | D | ↗ |
| 2025-01-28 | DAY DIANA L | Officer | A-Award | A | Common Stock | 2,154 | 0.00 | — | 23,207 | D | ↗ |
| 2025-01-28 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Common Stock | 6,310 | 0.00 | — | 17,144 | D | ↗ |
| 2025-01-24 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Phantom Shares | 36 | 0.00 | — | 15,119 | D | ↗ |
| 2025-01-23 | WALL PETER R | Officer | S-Sale | D | Common Stock | 3,923 | 83.01 | 325.6K | 11,867 | D | ↗ |
| 2025-01-15 | WALL PETER R | Officer | F-InKind | D | Common Stock | 17 | 81.26 | 1.4K | 15,790 | D | ↗ |
| 2025-01-15 | Sedgwick Karen L | Officer | F-InKind | D | Common Stock | 10 | 81.26 | 841.85 | 39,046 | D | ↗ |
| 2025-01-15 | Larroque Alexander Lisa | Officer | F-InKind | D | Common Stock | 11 | 81.26 | 886.55 | 13,540 | D | ↗ |
| 2025-01-15 | DAY DIANA L | Officer | F-InKind | D | Common Stock | 8 | 81.26 | 658.21 | 18,618 | D | ↗ |
| 2025-01-15 | BIRD JUSTIN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 12 | 81.26 | 966.99 | 10,834 | D | ↗ |
| 2025-01-13 | BIRD JUSTIN CHRISTOPHER | Officer | A-Award | A | Phantom Shares | 36 | 0.00 | — | 14,971 | D | ↗ |
| 2025-01-02 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 36,929 | D | ↗ |
| 2025-01-02 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 333 | 0.00 | — | 9,493 | D | ↗ |
| 2025-01-02 | WALL PETER R | Officer | F-InKind | D | Common Stock | 2,221 | 87.13 | 193.5K | 12,674 | D | ↗ |
| 2025-01-02 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 37,491 | D | ↗ |
| 2025-01-02 | Sedgwick Karen L | Officer | F-InKind | D | Common Stock | 1,392 | 87.13 | 121.3K | 38,805 | D | ↗ |
| 2025-01-02 | Martin Jeffrey W | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 222,547 | 87.13 | 19.39M | 222,547 | D | ↗ |
| 2025-01-02 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 17,430 | D | ↗ |
| 2025-01-02 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 1,061 | D | ↗ |
| 2025-01-02 | Larroque Alexander Lisa | Officer | F-InKind | D | Common Stock | 1,417 | 87.13 | 123.4K | 10,624 | D | ↗ |
| 2025-01-02 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 2,089 | D | ↗ |
| 2025-01-02 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 14,670 | D | ↗ |
| 2025-01-02 | DAY DIANA L | Officer | F-InKind | D | Common Stock | 1,108 | 87.13 | 96.6K | 13,793 | D | ↗ |
| 2025-01-02 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 143 | 0.00 | — | 10,348 | D | ↗ |
| 2025-01-02 | BIRD JUSTIN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 1,642 | 87.13 | 143.1K | 10,749 | D | ↗ |
| 2025-01-01 | Larroque Alexander Lisa | Officer | — | — | Common Stock | 0 | 0.00 | — | 12,040 | D | ↗ |
| 2024-12-03 | MIHALIK TREVOR I | Officer | I-Discretionary | D | Common Stock | 8,794 | 93.20 | 819.6K | 0 | I | ↗ |
| 2024-12-02 | MIHALIK TREVOR I | Officer | I-Discretionary | D | Phantom Shares | 58,532 | 0.00 | — | 0 | D | ↗ |
| 2024-11-20 | MIHALIK TREVOR I | Officer | S-Sale | D | Common Stock | 23,713 | 93.09 | 2.21M | 11,190 | D | ↗ |
| 2024-11-19 | MIHALIK TREVOR I | Officer | M-Exempt | D | Employee Stock Options (1/2/2020-31,884) | 31,884 | 74.56 | 2.38M | 0 | D | ↗ |
| 2024-10-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 36,517 | D | ↗ |
| 2024-10-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 331 | 0.00 | — | 9,096 | D | ↗ |
| 2024-10-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 37,074 | D | ↗ |
| 2024-10-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 17,161 | D | ↗ |
| 2024-10-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 912 | D | ↗ |
| 2024-10-01 | Kirk Jennifer M | Director | A-Award | A | Phantom Shares | 291 | 0.00 | — | 1,933 | D | ↗ |
| 2024-10-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 14,421 | D | ↗ |
| 2024-10-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 149 | 0.00 | — | 10,131 | D | ↗ |
| 2024-08-03 | BIRD JUSTIN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 1,363 | 81.74 | 111.4K | 12,300 | — | ↗ |
| 2024-07-05 | Kirk Jennifer M | Director | A-Award | A | Restricted Phantom Shares | 1,642 | 0.00 | — | 1,642 | — | ↗ |
| 2024-07-01 | YARDLEY JAMES C | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 36,077 | — | ↗ |
| 2024-07-01 | WARNER CYNTHIA J | Director | A-Award | A | Phantom Shares | 370 | 0.00 | — | 8,697 | — | ↗ |
| 2024-07-01 | Taylor Jack T | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 36,629 | — | ↗ |
| 2024-07-01 | Mayer Bethany | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 11,170 | — | ↗ |
| 2024-07-01 | MEARS MICHAEL N | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 16,876 | — | ↗ |
| 2024-07-01 | MARK RICHARD J | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 758 | — | ↗ |
| 2024-07-01 | Ferrero Pablo | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 14,159 | — | ↗ |
| 2024-07-01 | CONESA ANDRES | Director | A-Award | A | Phantom Shares | 167 | 0.00 | — | 9,903 | — | ↗ |
Executive team
Top executives
EBIT / Employee
256.7K
Shares Outstanding
653.33M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2005 | Stephen L. Baum (E) Chairman and Chief Executive Officer | 1.13M | 3.00M | — | — | — | 881.2K | 5.01M | 0.00% | ↗ |
| 2 | 2005 | Donald E. Felsinger (E) President and Chief Operating Officer | 775.3K | 1.24M | — | — | — | 368.7K | 2.39M | 0.00% | ↗ |
| 3 | 2005 | Neal E. Schmale (E) Executive Vice President and Chief Financial Officer | 620.2K | 869.4K | — | — | — | 279.1K | 1.77M | 0.00% | ↗ |
| 4 | 2005 | Edwin A. Guiles Group President—Sempra Energy Utilities | 573.2K | 803.5K | — | — | — | 182.7K | 1.56M | 0.00% | ↗ |
| 5 | 2005 | Mark A. Snell (E) Group President—Sempra Global | 443.5K | 621.9K | — | — | — | 68.8K | 1.13M | 0.00% | ↗ |
| 6 | 2004 | Neal E. Schmale (E) Executive Vice President and Chief Financial Officer | 563.2K | 787.8K | 3.39M | — | — | 262.6K | 5.00M | 67.74% | ↗ |
| 7 | 2004 | Stephen L. Baum (E) Chairman and Chief Executive Officer | 1.09M | 2.18M | — | — | — | 540.6K | 3.81M | 0.00% | ↗ |
| 8 | 2004 | Donald E. Felsinger (E) President and Chief Operating Officer | 704.4K | 1.13M | — | — | — | 329.9K | 2.17M | 0.00% | ↗ |
| 9 | 2004 | Edwin A. Guiles Group President—Sempra Energy Utilities | 553.7K | 776.2K | — | — | — | 170.0K | 1.50M | 0.00% | ↗ |
| 10 | 2004 | Mark A. Snell (E) Group President—Sempra Global | 363.1K | 459.3K | — | — | — | 77.3K | 899.7K | 0.00% | ↗ |
| 11 | 2003 | Stephen L. Baum (E) Chairman and Chief Executive Officer | 1.05M | 2.16M | — | — | — | 739.4K | 3.95M | 0.00% | ↗ |
| 12 | 2003 | Stephen L. Baum Chairman, President and Chief Executive Officer | 1.05M | 2.16M | — | — | — | 739.4K | 3.95M | 0.00% | ↗ |
| 13 | 2003 | Donald E. Felsinger (E) President and Chief Operating Officer | 630.8K | 884.0K | — | — | — | 217.9K | 1.73M | 0.00% | ↗ |
| 14 | 2003 | Donald E. Felsinger Group President—Sempra Energy Global Enterprises | 630.8K | 884.0K | — | — | — | 217.9K | 1.73M | 0.00% | ↗ |
| 15 | 2003 | Edwin A. Guiles Group President—Sempra Energy Utilities | 532.5K | 746.2K | — | — | — | 156.4K | 1.44M | 0.00% | ↗ |
| 16 | 2003 | Neal E. Schmale (E) Executive Vice President and Chief Financial Officer | 499.3K | 600.0K | — | — | — | 223.7K | 1.32M | 0.00% | ↗ |
| 17 | 2003 | Neal E. Schmale Executive Vice Pre sident and Chief Financial Officer | 499.3K | 600.0K | — | — | — | 223.7K | 1.32M | 0.00% | ↗ |
| 18 | 2003 | Frank H. Ault Senior Vice President and Controller | 294.7K | 295.0K | — | — | — | 125.4K | 715.1K | 0.00% | ↗ |
| 19 | 2003 | Mark A. Snell (E) Group President—Sempra Global | 311.7K | 244.8K | — | — | — | 113.6K | 670.1K | 0.00% | ↗ |
| 20 | 2002 | Stephen L. Baum Chairman, President and Chief Executive Officer | 1.02M | 1.66M | — | — | — | 430.4K | 3.11M | 0.00% | ↗ |
| 21 | 2002 | Donald E. Felsinger Group President—Sempra Energy Global Enterprises | 609.2K | 695.6K | — | — | — | 184.2K | 1.49M | 0.00% | ↗ |
| 22 | 2002 | Edwin A. Guiles Group President—Sempra Energy Utilities | 514.4K | 587.3K | — | — | — | 149.0K | 1.25M | 0.00% | ↗ |
| 23 | 2002 | Neal E. Schmale Executive Vice Pre sident and Chief Financial Officer | 474.5K | 464.3K | — | — | — | 188.8K | 1.13M | 0.00% | ↗ |
| 24 | 2002 | Frank H. Ault Senior Vice President and Controller | 284.8K | 232.2K | — | — | — | 133.1K | 650.1K | 0.00% | ↗ |
| 25 | 2001 | Stephen L. Baum Chairman, President and Chief Executive Officer | 975.0K | 1.95M | — | — | — | 233.8K | 3.16M | 0.00% | ↗ |
| 26 | 2001 | Donald E. Felsinger Group President—Sempra Energy Global Enterprises | 573.9K | 805.0K | — | — | — | 108.4K | 1.49M | 0.00% | ↗ |
| 27 | 2001 | Edwin A. Guiles Group President—Sempra Energy Utilities | 490.6K | 687.4K | — | — | — | 98.2K | 1.28M | 0.00% | ↗ |
| 28 | 2001 | Neal E. Schmale Executive Vice Pre sident and Chief Financial Officer | 454.6K | 546.0K | — | — | — | 89.1K | 1.09M | 0.00% | ↗ |
| 29 | 2001 | Frank H. Ault Senior Vice President and Controller | 264.0K | 263.9K | — | — | — | 98.9K | 626.8K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey Walker Martin | Chairman, President & Chief Executive Officer | 8M | male |
| Justin Christopher Bird | Executive Vice President & Chief Executive Officer of Sempra Infrastructure | 3M | male |
| Caroline A. Winn | Executive Vice President | 3M | female |
| Karen L. Sedgwick | Executive Vice President & Chief Financial Officer | 2M | female |
| Diana L. Day | Chief Legal Counsel & Corporate Secretary | 1M | female |
| Glen Donovan | Senior Vice President of Finance | — | male |
| David Judson Barrett | Senior Vice President & Deputy General Counsel of Litigation and Regulatory | — | male |
| Lisa Larroque Alexander | Senior Vice President of Corporate Affairs and Human Resources | — | female |
| Louise Bick | Vice President of Investor Relations | — | female |
| Patrick Billings | Vice President & Treasurer | — | male |
| Sandeep K. Mor | Senior Vice President of Corporate Development | — | male |
| Tania Ortiz Mena Lopez Negrete | Chief Executive Officer & Director of Infraestructura Energetica Nova S.A.B. de C.V. | — | female |
ESG Rating
ESG Score History DIVERSIFIED UTILITIES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-10-17 | 2025-11-14 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-25 | 2025-10-08 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-06-26 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-08 | 2025-05-08 | Rob Bresnahan | PA08 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-02-25 | 2025-03-28 | Rob Bresnahan | PA08 | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-10-29 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-26 | 2025-08-20 | Ritchie Torres | NY15 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-03-06 | 2023-04-17 | Daniel Goldman | NY10 | — | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2022-11-14 | 2022-11-21 | Dwight Evans | PA03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2021-07-01 | 2023-05-26 | Rick Larsen | WA02 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-06-04 | 2020-06-12 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $644.37 | ↗ |
| 2020-04-02 | 2020-05-07 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-12-10 | 2019-12-17 | Alan S. Lowenthal | CA47 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2019-10-31 | 2019-11-08 | Alan S. Lowenthal | CA47 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-08-28 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-03-27 | 2019-04-20 | Alan S. Lowenthal | CA47 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2019-03-27 | 2019-04-20 | Alan S. Lowenthal | CA47 | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2019-02-05 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2018-10-25 | 2018-11-04 | Alan S. Lowenthal | CA47 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SRE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
