Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST FINANCIAL BANKSHARES INCFFIN · Entity 3952 | Director | January 30, 2018 | January 30, 2018 |
| ProPetro Holding Corp.PUMP · Entity 4739 | Director | June 14, 2019 | July 26, 2019 |
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.
FIRST FINANCIAL BANKSHARES INC
Report date January 30, 2018 · Filed January 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,465 |
Reported balance
After 2018-01-30 transaction · row 1
1 source rowRow 1 · 2018-01-30 · Sale · Disposed 15,973 · Balance 1,465 |
ProPetro Holding Corp.
Report date June 14, 2019 · Filed July 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,878 |
Reported balance
After 2019-06-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-14 · Grant · Acquired 7,878 · Balance 7,878 F1: Each restricted stock unit ("RSU") represents a contingent right to receive either one share of common stock of the Issuer or an amount of cash equal to the fair market value of one share of common stock of the Issuer. The RSUs will vest in full upon the earlier to occur of the day immediately preceding the Issuer's next annual meeting of stockholders and June 14, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive either one share of common stock of the Issuer or an amount of cash equal to the fair market value of one share of common stock of the Issuer. The RSUs will vest in full upon the earlier to occur of the day immediately preceding the Issuer's next annual meeting of stockholders and June 14, 2020.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CONCHO RESOURCES INC
Report date January 15, 2021 · Filed January 20, 2021
Section 16 reporting ended · disclosed 2021-01-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2021-01-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-01-15 · Disposition to issuer · Disposed 66,666 · Balance 0 F1: On January 15, 2021, pursuant to the Agreement and Plan of Merger dated as of October 18, 2020 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Falcon Merger Sub Corp. ("Merger Sub") and ConocoPhillips ("ConocoPhillips"), Merger Sub merged with and into Concho (the "Merger"), with Concho surviving the Merger as a wholly-owned subsidiary of ConocoPhillips. F2: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Concho restricted share held by the Reporting Person which vested per its terms upon the effective time of the Merger) was converted into the right to receive 1.46 shares of ConocoPhillips common stock. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87. F3: These securities are owned directly by a partnership, of which the reporting person is the manager of its general partner. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-15 transaction · row 2
1 source rowRow 2 · 2021-01-15 · Disposition to issuer · Disposed 53,770 · Balance 0 F1: On January 15, 2021, pursuant to the Agreement and Plan of Merger dated as of October 18, 2020 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Falcon Merger Sub Corp. ("Merger Sub") and ConocoPhillips ("ConocoPhillips"), Merger Sub merged with and into Concho (the "Merger"), with Concho surviving the Merger as a wholly-owned subsidiary of ConocoPhillips. F2: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Concho restricted share held by the Reporting Person which vested per its terms upon the effective time of the Merger) was converted into the right to receive 1.46 shares of ConocoPhillips common stock. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 15, 2021, pursuant to the Agreement and Plan of Merger dated as of October 18, 2020 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Falcon Merger Sub Corp. ("Merger Sub") and ConocoPhillips ("ConocoPhillips"), Merger Sub merged with and into Concho (the "Merger"), with Concho surviving the Merger as a wholly-owned subsidiary of ConocoPhillips.
F2: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Concho restricted share held by the Reporting Person which vested per its terms upon the effective time of the Merger) was converted into the right to receive 1.46 shares of ConocoPhillips common stock. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87.
F3: These securities are owned directly by a partnership, of which the reporting person is the manager of its general partner.
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 |
|---|---|---|---|---|---|---|
| January 15, 2021 Filed Jan 20, 2021 16:39 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | Disposition to issuerCommon Stock | 53,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001358071-21-000075 · wf-form4_161117875487722.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On January 15, 2021, pursuant to the Agreement and Plan of Merger dated as of October 18, 2020 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Falcon Merger Sub Corp. ("Merger Sub") and ConocoPhillips ("ConocoPhillips"), Merger Sub merged with and into Concho (the "Merger"), with Concho surviving the Merger as a wholly-owned subsidiary of ConocoPhillips. F2 · price: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Concho restricted share held by the Reporting Person which vested per its terms upon the effective time of the Merger) was converted into the right to receive 1.46 shares of ConocoPhillips common stock. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:39 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | Disposition to issuerCommon Stock | 66,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001358071-21-000075 · wf-form4_161117875487722.xml · nonDerivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: On January 15, 2021, pursuant to the Agreement and Plan of Merger dated as of October 18, 2020 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Falcon Merger Sub Corp. ("Merger Sub") and ConocoPhillips ("ConocoPhillips"), Merger Sub merged with and into Concho (the "Merger"), with Concho surviving the Merger as a wholly-owned subsidiary of ConocoPhillips. F2 · price: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Concho restricted share held by the Reporting Person which vested per its terms upon the effective time of the Merger) was converted into the right to receive 1.46 shares of ConocoPhillips common stock. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87. F3 · ownership.nature: These securities are owned directly by a partnership, of which the reporting person is the manager of its general partner. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 16:32 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 3,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001358071-21-000022 · wf-form4_160988227096766.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,770 F3 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2022. Read SEC document |
| May 05, 2020 Filed May 7, 2020 17:07 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | SaleCommon Stock | 1,156 | $62.22 | $71,926.32 |
DisclosureSEC source: 0001246360-20-001147 · form.xml · nonDerivative · entry 3 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,336 F4 · shares: Represents shares sold at a weighted-average price of open market same-day sale. Sale of shares took place at actual prices ranging from $62.06 to $62.36 per share. Read SEC document |
| May 05, 2020 Filed May 7, 2020 17:07 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | SaleCommon Stock | 18,344 | $61.62 | $1,130,357.28 |
DisclosureSEC source: 0001246360-20-001147 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,492 F3 · shares: Represents shares sold at a weighted-average price of open market same-day sale. Sale of shares took place at actual prices ranging from $61.03 to $62.02 per share. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 16:28 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000067 · form.xml · nonDerivative · entry 3 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,836 F3 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2021. Read SEC document |
| June 14, 2019 Filed Jul 26, 2019 18:14 UTC | ProPetro Holding Corp. PUMP · Entity 4739 | GrantRestricted Stock Units · Derivative | 7,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-042103 · a4.xml · derivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,878 Underlying: Common Stock · 7,878 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive either one share of common stock of the Issuer or an amount of cash equal to the fair market value of one share of common stock of the Issuer. The RSUs will vest in full upon the earlier to occur of the day immediately preceding the Issuer's next annual meeting of stockholders and June 14, 2020. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive either one share of common stock of the Issuer or an amount of cash equal to the fair market value of one share of common stock of the Issuer. The RSUs will vest in full upon the earlier to occur of the day immediately preceding the Issuer's next annual meeting of stockholders and June 14, 2020. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive either one share of common stock of the Issuer or an amount of cash equal to the fair market value of one share of common stock of the Issuer. The RSUs will vest in full upon the earlier to occur of the day immediately preceding the Issuer's next annual meeting of stockholders and June 14, 2020. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 17:42 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | SaleCommon Stock | 7,500 | $99.90 | $749,250.00 |
DisclosureSEC source: 0001246360-19-001035 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,096 F3 · shares: Represents shares sold at a weighted-average price of open market same-day sale. Sale of shares took place at actual prices ranging from $99.88 to $99.9261 per share. Read SEC document |
| February 28, 2019 Filed Jan 6, 2020 16:28 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GiftCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000067 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,746 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 1,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000079 · form.xml · nonDerivative · entry 3 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,596 F3 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2020. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 16:07 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | SaleCommon Stock | 2,500 | $137.24 | $343,100.00 |
DisclosureSEC source: 0001246360-18-002137 · form.xml · nonDerivative · entry 3 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 66,666 F1 · shares: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purpose. F3 · ownership.nature: These securities are owned directly by a partnership, of which the reporting person is the manager of its general partner. Read SEC document |
| July 19, 2018 Filed Aug 31, 2018 16:07 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 25,416 | $148.27 | $3,768,430.32 |
DisclosureSEC source: 0001246360-18-002137 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 69,166 F1 · shares: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purpose. F2 · shares: On July 19, 2018, pursuant to the Agreement and Plan of Merger dated as of March 27, 2018 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Green Merger Sub Inc. ("Merger Sub") and RSP Permian, Inc. ("RSP"), Merger Sub merged with and into RSP (the "Merger"), with RSP surviving the Merger as a wholly-owned subsidiary of Concho. Pursuant to the Merger Agreement, each share of RSP common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.320 of a share of Concho common stock. On July 19, 2018, the closing price of one share of Concho common stock was $148.27. F3 · ownership.nature: These securities are owned directly by a partnership, of which the reporting person is the manager of its general partner. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 16:35 UTC | ProPetro Holding Corp. PUMP · Entity 4739 | GrantCommon Stock | 6,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001680247-18-000072 · wf-form4_152944052892807.xml · nonDerivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,301 F1 · price: Represents restricted stock units which will vest in full upon the earlier to occur of the company's next annual meeting of shareholders or June 15, 2019. Read SEC document |
| May 07, 2018 Filed Jan 4, 2019 16:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000079 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,648 Read SEC document |
| January 30, 2018 Filed Jan 30, 2018 22:05 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | SaleCommon Stock | 15,973 | $47.37 | $756,641.01 |
DisclosureSEC source: 0001209191-18-006059 · doc4.xml · nonDerivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 18:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000091 · form.xml · nonDerivative · entry 3 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,548 F3 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2019. Read SEC document |
| June 05, 2017 Filed Jun 6, 2017 17:08 UTC | ProPetro Holding Corp. PUMP · Entity 4739 | GrantCommon Stock | 7,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001680247-17-000034 · wf-form4_149678325844101.xml · nonDerivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,558 F1 · price: Represents restricted stock units which will vest in full upon the earlier to occur of the day immediately preceding the company's next annual meeting of shareholders or June 5, 2018. Read SEC document |
| May 22, 2017 Filed Jan 4, 2018 18:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GiftCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000091 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,224 Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:11 UTC | FIRST FINANCIAL BANKSHARES INC FFIN · Entity 3952 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028320 · doc4.xml · nonDerivative · entry 1 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,438 F1 · shares: This amount represents a restricted stock grant that vests in a single installment on April 24, 2018. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 16:49 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000077 · form.xml · nonDerivative · entry 2 BEAL STEVEN L · CIK 0001034315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,074 F3 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2018. 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.