Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPAND ENERGY CorpCHK · Entity 3213 | SVP-Accounting Controller | March 15, 2017 | March 17, 2017 |
| Enviva, LLCEVA · Entity 84963 | VP, Chief Accounting Officer | March 06, 2023 | March 07, 2023 |
| SANDRIDGE ENERGY INCSD · Entity 2054 | SVP, CFO and CAO | July 01, 2020 | July 02, 2020 |
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.
EXPAND ENERGY Corp
Report date March 15, 2017 · Filed March 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 625,332 |
Reported balance
After 2017-03-15 transaction · row 1
1 source rowRow 1 · 2017-03-15 · Grant · Acquired 45,872 · Balance 625,332 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.45 · Expires 2027-03-15 | Direct | 78,617 |
Reported balance
After 2017-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-15 · Grant · Acquired 78,617 · Balance 78,617 F1: The option vests in three equal annual installments beginning on March 15, 2018, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments beginning on March 15, 2018, the first anniversary of the grant date.
Enviva, LLC
Report date March 06, 2023 · Filed March 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,457 |
Ending reported balance
After 2023-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-06 · Grant · Acquired 2,361 · Balance 2,361 Row 2 · 2023-03-06 · Tax withholding · Disposed 904 · Balance 1,457 |
SANDRIDGE ENERGY INC
Report date July 01, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,335 |
Reported balance
After 2020-07-01 transaction · row 1
1 source rowRow 1 · 2020-07-01 · Tax withholding · Disposed 1,791 · Balance 27,335 F1: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| March 06, 2023 Filed Mar 7, 2023 19:13 UTC | Enviva, LLC EVA · Entity 84963 | Tax withholdingCommon Stock | 904 | $39.27 | $35,500.08 |
DisclosureSEC source: 0001104659-23-029713 · tm238530-9_4seq1.xml · nonDerivative · entry 2 JOHNSON MICHAEL A · CIK 0001167593 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457 Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 19:13 UTC | Enviva, LLC EVA · Entity 84963 | GrantCommon Stock | 2,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-029713 · tm238530-9_4seq1.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,361 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:58 UTC | Enviva, LLC EVA · Entity 84963 | GrantRestricted Stock Units · Derivative | 3,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010075 · tm235339-3_4seq1.xml · derivative · entry 2 JOHNSON MICHAEL A · CIK 0001167593 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397 Underlying: Common Stock · 3,397 shares Expires not disclosed F2 · shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F2 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F2 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F2 · derivative.underlying_shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:58 UTC | Enviva, LLC EVA · Entity 84963 | GrantRestricted Stock Units · Derivative | 3,004 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-010075 · tm235339-3_4seq1.xml · derivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 Underlying: Common Stock · 3,004 shares Expires not disclosed F1 · shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the third anniversary of July 27, 2021 as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the third anniversary of July 27, 2021 as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the third anniversary of July 27, 2021 as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.underlying_shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the third anniversary of July 27, 2021 as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 18:05 UTC | Enviva, LLC EVA · Entity 84963 | GrantRestricted Stock Units · Derivative | 1,608 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-011454 · tm225063-15_4seq1.xml · derivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608 Underlying: Common Stock · 1,608 shares Expires not disclosed F1 · shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. F1 · derivative.underlying_shares: Each restricted stock unit is the economic equivalent of one share of common stock and includes a tandem grant of a dividend equivalent right entitling the holder to receive an amount in cash equal to the value of any cash dividends paid to the holders of the Issuer's common stock during the period in which the restricted stock unit is outstanding. The restricted stock units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or shares of common stock. Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 20:03 UTC | Enviva, LLC EVA · Entity 84963 | GrantPhantom Units · Derivative | 7,358 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-134587 · tm2130088-10_4seq1.xml · derivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 Underlying: Common units representing limited partner interests · 7,358 shares Expires not disclosed F1 · shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or common units. F1 · derivative.exercise_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or common units. F1 · derivative.expiration_date: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or common units. F1 · derivative.underlying_shares: Each phantom unit is the economic equivalent of one common unit and includes a tandem grant of a distribution equivalent right entitling the holder to receive an amount in cash equal to the value of any cash distributions paid to the holders of the Issuer's common units during the period in which the phantom unit is outstanding. The phantom units will vest on the fourth anniversary of the date of grant as long as the Reporting Person remains continuously employed through such date, and may be settled in either cash or common units. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 16:40 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 1,791 | $1.30 | $2,328.30 |
DisclosureSEC source: 0001562180-20-004829 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,335 F1 · shares: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock. Read SEC document |
| December 15, 2019 Filed Dec 17, 2019 17:18 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 1,501 | $4.08 | $6,124.08 |
DisclosureSEC source: 0001562180-19-006158 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,126 F1 · shares: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 17:08 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 1,822 | $6.90 | $12,571.80 |
DisclosureSEC source: 0001562180-19-003783 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,627 F1 · shares: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock. Read SEC document |
| December 15, 2018 Filed Dec 18, 2018 16:17 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 1,501 | $8.80 | $13,208.80 |
DisclosureSEC source: 0001562180-18-005005 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP, CFO and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,449 F1 · shares: Represents the number of shares of common stock withheld or surrendered to pay tax withholding obligations incurred in connection with the vesting of restricted stock. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 17:31 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 18,614 | $15.11 | $281,257.54 |
DisclosureSEC source: 0001562180-18-003873 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,950 F1 · shares: Shares of Restricted Stock granted on September 5, 2018, one-third of which will vest on the 1st day of July in each of 2019, 2020 and 2021. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 17:07 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 15,336 | $18.34 | $281,262.24 |
DisclosureSEC source: 0001562180-17-003944 · primarydocument.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,336 F1 · shares: Shares of Restricted Stock granted on December 15, 2017, one-third of which will vest on the 15th day of December in each of 2018, 2019 and 2020. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 78,617 | $0.00 Strike: $5.45 | $0.00 |
DisclosureSEC source: 0000895126-17-000086 · wf-form4_148978298086101.xml · derivative · entry 2 JOHNSON MICHAEL A · CIK 0001167593 · SVP-Accounting Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,617 Underlying: Common Stock · 78,617 shares Expires 2027-03-15 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 15, 2018, the first anniversary of the grant date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 45,872 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-17-000086 · wf-form4_148978298086101.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP-Accounting Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,332 Read SEC document |
| January 14, 2017 Filed Jan 17, 2017 21:26 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 9,877 | $6.92 | $68,348.84 |
DisclosureSEC source: 0000895126-17-000039 · wf-form4_148468837532320.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP-Accounting Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,460 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 21:03 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 3,651 | $6.92 | $25,264.92 |
DisclosureSEC source: 0000895126-17-000028 · wf-form4_148425498386067.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP-Accounting Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,337 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:58 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 30,513 | $7.02 | $214,201.26 |
DisclosureSEC source: 0000895126-17-000011 · wf-form4_148357431009698.xml · nonDerivative · entry 1 JOHNSON MICHAEL A · CIK 0001167593 · SVP-Accounting Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,988 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.