Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Epsilon Energy Ltd.EPSN · Entity 6367 | Director | July 03, 2023 | July 11, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Epsilon Energy Ltd.
Report date July 03, 2023 · Filed July 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 106,804 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Grant · Acquired 9,804 · Balance 106,804 F1: A new grant of 9,804 shares of common stock represented by time-based restricted stock units. The shares vest evenly over three years (12/31/23, 12/31/24, and 12/31/25). |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 25,000 |
Reported balance
Holding disclosure · report date 2023-07-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,000 |
Filing footnotes · ownership attribution and instrument terms
F1: A new grant of 9,804 shares of common stock represented by time-based restricted stock units. The shares vest evenly over three years (12/31/23, 12/31/24, and 12/31/25).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 11, 2023 19:25 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | GrantCommon Shares | 9,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-080078 · tm2320831-8_4seq1.xml · nonDerivative · entry 1 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,804 F1 · kind: A new grant of 9,804 shares of common stock represented by time-based restricted stock units. The shares vest evenly over three years (12/31/23, 12/31/24, and 12/31/25). F1 · shares: A new grant of 9,804 shares of common stock represented by time-based restricted stock units. The shares vest evenly over three years (12/31/23, 12/31/24, and 12/31/25). F1 · price: A new grant of 9,804 shares of common stock represented by time-based restricted stock units. The shares vest evenly over three years (12/31/23, 12/31/24, and 12/31/25). Read SEC document |
| April 06, 2022 Filed Apr 8, 2022 10:50 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | GrantCommon Shares | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-043942 · tm2210785-8_4seq1.xml · nonDerivative · entry 1 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,000 F1 · kind: A new grant of 6,600 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2022, 12/31/2023, and 12/31/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · shares: A new grant of 6,600 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2022, 12/31/2023, and 12/31/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · price: A new grant of 6,600 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2022, 12/31/2023, and 12/31/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. Read SEC document |
| August 25, 2021 Filed Aug 30, 2021 15:40 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | GrantCommon Shares | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-110961 · tm2126592-2_4seq1.xml · nonDerivative · entry 1 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 115,400 F1 · kind: A new grant of 8,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (08/25/2022, 08/25/2023, and 08/25/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · shares: A new grant of 8,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (08/25/2022, 08/25/2023, and 08/25/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · price: A new grant of 8,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (08/25/2022, 08/25/2023, and 08/25/2024) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F2 · ownership.nature: Mr. Roorda owns 25,000 indirectly as the shares are held by his wife. The remaining 90,400 shares are held directly by Mr. Roorda Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 09:58 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | GrantCommon Shares | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-001881 · a4.xml · nonDerivative · entry 1 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 107,400 F1 · kind: A new grant of 11,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2021, 12/31/2022, and 12/31/2023) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · shares: A new grant of 11,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2021, 12/31/2022, and 12/31/2023) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F1 · price: A new grant of 11,000 shares of common stock represented by time-based restricted stock units. The shares vest evenly at each anniversary of the grant date (12/31/2021, 12/31/2022, and 12/31/2023) as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F2 · ownership.nature: Mr. Roorda owns 25,000 indirectly as the shares are held by his wife. The remaining 82,400 shares are held directly by Mr. Roorda Read SEC document |
| December 31, 2019 Filed Feb 27, 2020 16:34 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | Exercise / conversionRestricted Stock Grant · Derivative | 5,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-026222 · a4.xml · derivative · entry 2 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Shares · 5,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Vesting evenly at each anniversary of the grant date (12/31/2018) on 12/31/2020 and 12/31/2021, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F5 · derivative.exercise_price: Vesting evenly at each anniversary of the grant date (12/31/2017) on 12/31/2020, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited F6 · price: Upon vesting, the Restricted Stock Grants convert into Common Shares on a one for one basis. F4 · derivative.exercise_date: Vesting evenly at each anniversary of the grant date (12/31/2018) on 12/31/2020 and 12/31/2021, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F5 · derivative.exercise_date: Vesting evenly at each anniversary of the grant date (12/31/2017) on 12/31/2020, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited F4 · derivative.expiration_date: Vesting evenly at each anniversary of the grant date (12/31/2018) on 12/31/2020 and 12/31/2021, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited. F5 · derivative.expiration_date: Vesting evenly at each anniversary of the grant date (12/31/2017) on 12/31/2020, as long as Mr. Roorda is still employed with Epsilon at each applicable vesting date. Otherwise, the Restricted Stock Grant will be forfeited Read SEC document |
| December 31, 2019 Filed Feb 27, 2020 16:34 UTC | Epsilon Energy Ltd. EPSN · Entity 6367 | Exercise / conversionCommon Shares | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-026222 · a4.xml · nonDerivative · entry 1 Roorda Jacob · CIK 0001344148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Reporting Person initially acquired these Common Shares as part of a restricted stock grant on 12/31/2018. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F2 · kind: The Reporting Person initially acquired 2,500 these Common Shares as part of a restricted stock grant on 12/31/2017. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F1 · shares: The Reporting Person initially acquired these Common Shares as part of a restricted stock grant on 12/31/2018. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F2 · shares: The Reporting Person initially acquired 2,500 these Common Shares as part of a restricted stock grant on 12/31/2017. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F1 · price: The Reporting Person initially acquired these Common Shares as part of a restricted stock grant on 12/31/2018. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F2 · price: The Reporting Person initially acquired 2,500 these Common Shares as part of a restricted stock grant on 12/31/2017. These Common Shares vested on 12/31/2019 and were issued on 01/02/2020. F3 · ownership.direct: Mr. Roorda owns 25,000 indirectly as the shares are held by his wife. The remaining 50,900 shares are held directly by Mr. Roorda Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.