Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPAND ENERGY CorpCHKAQ · Entity 3213 | EVP-Exploration & Production | May 05, 2020 | December 18, 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 May 05, 2020 · Filed December 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,349 |
Reported balance
After 2020-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-05 · Disposition to issuer · Disposed 8,310 · Balance 3,349 F1: Reflects the forfeiture of 100% of the Reporting Person's outstanding restricted stock units, as disclosed in the Issuer's Current Report on Form 8-K filed with the SEC on May 8, 2020. F2: Reflects the effect of a 1-for-200 reverse stock split executed on April 14, 2020, as disclosed in the Issuer's Form 10-K/A filed with the SEC on April 29, 2020 and in other SEC filings. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-12-16 · Sale · Disposed 3,349 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $742.00 · Expires 2026-01-14 | Direct | 0 |
Reported balance
After 2020-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-05 · Disposition to issuer · Disposed 2,465 · Balance 0 F3: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1,090.00 · Expires 2027-03-15 | Direct | 0 |
Reported balance
After 2020-05-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-05-05 · Disposition to issuer · Disposed 1,572 · Balance 0 F3: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $602.00 · Expires 2028-03-19 | Direct | 0 |
Reported balance
After 2020-05-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-05-05 · Disposition to issuer · Disposed 3,055 · Balance 0 F3: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the forfeiture of 100% of the Reporting Person's outstanding restricted stock units, as disclosed in the Issuer's Current Report on Form 8-K filed with the SEC on May 8, 2020.
F2: Reflects the effect of a 1-for-200 reverse stock split executed on April 14, 2020, as disclosed in the Issuer's Form 10-K/A filed with the SEC on April 29, 2020 and in other SEC filings.
F3: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020.
F4: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options.
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 |
|---|---|---|---|---|---|---|
| December 16, 2020 Filed Dec 18, 2020 23:05 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 3,349 | $1.97 | $6,597.53 |
DisclosureSEC source: 0000895126-20-000180 · wf-form4_160833270391911.xml · nonDerivative · entry 2 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 05, 2020 Filed Dec 18, 2020 23:05 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 3,055 | $0.00 Strike: $602.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000180 · wf-form4_160833270391911.xml · derivative · entry 5 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,055 shares Expires 2028-03-19 F3 · derivative.exercise_price: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F3 · shares: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4 · derivative.underlying_shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. Read SEC document |
| May 05, 2020 Filed Dec 18, 2020 23:05 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 1,572 | $0.00 Strike: $1,090.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000180 · wf-form4_160833270391911.xml · derivative · entry 4 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,572 shares Expires 2027-03-15 F3 · derivative.exercise_price: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F3 · shares: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4 · derivative.underlying_shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. Read SEC document |
| May 05, 2020 Filed Dec 18, 2020 23:05 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 2,465 | $0.00 Strike: $742.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000180 · wf-form4_160833270391911.xml · derivative · entry 3 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,465 shares Expires 2026-01-14 F3 · derivative.exercise_price: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F3 · shares: Reflects an adjustment to the non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4 · derivative.underlying_shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. Read SEC document |
| May 05, 2020 Filed Dec 18, 2020 23:05 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerCommon Stock | 8,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000180 · wf-form4_160833270391911.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,349 F1 · shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding restricted stock units, as disclosed in the Issuer's Current Report on Form 8-K filed with the SEC on May 8, 2020. F2 · balance_after: Reflects the effect of a 1-for-200 reverse stock split executed on April 14, 2020, as disclosed in the Issuer's Form 10-K/A filed with the SEC on April 29, 2020 and in other SEC filings. Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 21:59 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 54,025 | $0.19 | $10,264.75 |
DisclosureSEC source: 0000895126-20-000089 · wf-form4_158474153658074.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173,325 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 |
| March 15, 2020 Filed Mar 16, 2020 22:18 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 27,124 | $0.30 | $8,137.20 |
DisclosureSEC source: 0000895126-20-000079 · wf-form4_158439710342904.xml · nonDerivative · entry 2 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,227,350 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 |
| March 15, 2020 Filed Mar 16, 2020 22:18 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000079 · wf-form4_158439710342904.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,254,474 Read SEC document |
| March 07, 2020 Filed Mar 9, 2020 20:15 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 84,619 | $0.22 | $18,616.18 |
DisclosureSEC source: 0000895126-20-000069 · wf-form4_158378489182409.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254,474 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 |
| March 19, 2019 Filed Mar 21, 2019 20:33 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 54,026 | $3.16 | $170,722.16 |
DisclosureSEC source: 0000895126-19-000110 · wf-form4_155320036631137.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,339,093 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 |
| March 15, 2019 Filed Mar 18, 2019 20:08 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 27,126 | $2.97 | $80,564.22 |
DisclosureSEC source: 0000895126-19-000098 · wf-form4_155293966946932.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393,119 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 |
| March 07, 2019 Filed Mar 11, 2019 22:56 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 572,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-19-000085 · wf-form4_155234495492152.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420,245 Read SEC document |
| January 14, 2019 Filed Jan 16, 2019 21:05 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 23,837 | $2.73 | $65,075.01 |
DisclosureSEC source: 0000895126-19-000041 · wf-form4_154767272361365.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847,854 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 20, 2018 Filed Dec 20, 2018 21:32 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | PurchaseCommon Stock | 80,000 | $1.93 | $154,080.00 |
DisclosureSEC source: 0000895126-18-000307 · wf-form4_154534156256597.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871,691 F1 · price: This transaction was executed in multiple trades at prices ranging from $1.925 to $1.930. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 22:14 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 26,194 | $5.24 | $137,256.56 |
DisclosureSEC source: 0000895126-18-000165 · wf-form4_153056966729432.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,691 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 |
| March 19, 2018 Filed Mar 21, 2018 23:35 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 611,112 | $0.00 Strike: $3.01 | $0.00 |
DisclosureSEC source: 0000895126-18-000087 · wf-form4_152167531307163.xml · derivative · entry 2 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,112 Underlying: Common Stock · 611,112 shares Expires 2028-03-19 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 19, 2019, the first anniversary of the grant date. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 23:35 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 365,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-18-000087 · wf-form4_152167531307163.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,885 Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:06 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 27,126 | $3.02 | $81,920.52 |
DisclosureSEC source: 0000895126-18-000075 · wf-form4_152148995498509.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,436 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 14, 2018 Filed Jan 16, 2018 21:42 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 25,343 | $4.28 | $108,468.04 |
DisclosureSEC source: 0000895126-18-000030 · wf-form4_151613894063153.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,562 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 |
| June 30, 2017 Filed Jul 5, 2017 20:01 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 27,729 | $4.97 | $137,813.13 |
DisclosureSEC source: 0000895126-17-000207 · wf-form4_149928488209019.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,905 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 |
| March 15, 2017 Filed Mar 17, 2017 20:38 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 314,466 | $0.00 Strike: $5.45 | $0.00 |
DisclosureSEC source: 0000895126-17-000088 · wf-form4_148978309910017.xml · derivative · entry 2 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,466 Underlying: Common Stock · 314,466 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 20:38 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 183,487 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-17-000088 · wf-form4_148978309910017.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,634 Read SEC document |
| January 14, 2017 Filed Jan 17, 2017 21:28 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 24,922 | $6.92 | $172,460.24 |
DisclosureSEC source: 0000895126-17-000041 · wf-form4_148468848063923.xml · nonDerivative · entry 1 Patterson Frank J. · CIK 0001642741 · EVP-Exploration & Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,147 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.