Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Director | April 15, 2026 | April 17, 2026 |
| HALLIBURTON COHAL · Entity 3141 | Director | December 05, 2025 | December 09, 2025 |
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.
CONOCOPHILLIPS
Report date April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 413,441 |
Reported balance
After 2026-04-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-15 · Exercise / conversion · Acquired 2,230 · Balance 413,441 F1: Each stock unit was the economic equivalent of one share of common stock and settled in shares. F2: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-04-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-15 · Exercise / conversion · Acquired 2,230 · Balance 0 F3: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F4: The reporting person has elected to receive payment as a lump sum three months from initial grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit was the economic equivalent of one share of common stock and settled in shares.
F2: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11.
F3: The stock units represent ConocoPhillips common stock on a 1-for-1 basis.
F4: The reporting person has elected to receive payment as a lump sum three months from initial grant date.
HALLIBURTON CO
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 12/2025 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,485 |
Reported balance
After 2025-12-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-05 · Grant · Acquired 7,485 · Balance 7,485 F1: Each restricted stock unit represents a right to receive one share of the Company's common stock. F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of the Company's common stock.
F2: The restricted stock units vest in one year on the first anniversary of the award. Shares will be delivered to the reporting person either upon vesting, or if reporting person elected to defer receipt, following cessation as a director.
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 August 14, 2020 · 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 2020-08-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-08-14 · Gift · Disposed 321,156 · Balance 0 F1: These securities are owned directly by partnerships, of which the reporting person was the manager of each respective general partner prior to gifting all of the general partner interests in each such general partner. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-01-15 transaction · row 5
4 source rows · reconciled sequenceRow 2 · 2020-10-02 · Gift · Disposed 9,162 · Balance 525,309 Row 3 · 2020-12-23 · Gift · Disposed 58,104 · Balance 467,205 Row 4 · 2021-01-15 · Grant · Acquired 103,014 · Balance 570,219 F2: 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. Immediately prior to the effective time of the Merger (the "Effective Time") the performance metrics applicable to outstanding awards of Concho performance-based restricted stock granted to the Reporting Person on January 4, 2021 were deemed to have been achieved at the target level, with such award treated as an award of Concho restricted stock for purposes of footnote (3) below. Row 5 · 2021-01-15 · Disposition to issuer · Disposed 570,219 · Balance 0 F3: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.46 shares of ConocoPhillips common stock, with any outstanding award of Concho restricted stock held by the Reporting Person converting on the same terms and conditions (including vesting and forfeiture provisions) as those that applied prior to the Effective Time. 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: These securities are owned directly by partnerships, of which the reporting person was the manager of each respective general partner prior to gifting all of the general partner interests in each such general partner.
F2: 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. Immediately prior to the effective time of the Merger (the "Effective Time") the performance metrics applicable to outstanding awards of Concho performance-based restricted stock granted to the Reporting Person on January 4, 2021 were deemed to have been achieved at the target level, with such award treated as an award of Concho restricted stock for purposes of footnote (3) below.
F3: Pursuant to the Merger Agreement, each share of Concho common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.46 shares of ConocoPhillips common stock, with any outstanding award of Concho restricted stock held by the Reporting Person converting on the same terms and conditions (including vesting and forfeiture provisions) as those that applied prior to the Effective Time. On January 14, 2021 (the day prior to the Merger), the closing price of one share of ConocoPhillips common stock was $47.87.
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 02, 2017 Filed Jan 5, 2017 00:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | Tax withholdingCommon Stock | 50,971 | $133.65 | $6,812,274.15 |
DisclosureSEC source: 0001246360-17-000101 · form.xml · nonDerivative · entry 6 LEACH TIMOTHY A · CIK 0001034312 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,378 Read SEC document |
| January 02, 2017 Filed Jan 5, 2017 00:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 114,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000101 · form.xml · nonDerivative · entry 5 LEACH TIMOTHY A · CIK 0001034312 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,349 F4 · shares: Shares issued pursuant to performance units granted on January 2, 2014. Read SEC document |
| January 02, 2017 Filed Jan 5, 2017 00:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 17,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000101 · form.xml · nonDerivative · entry 4 LEACH TIMOTHY A · CIK 0001034312 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,613 F3 · shares: Represents a restricted stock grant that vests in four annual installments beginning on January 2, 2018. Read SEC document |
| December 15, 2016 Filed Jan 5, 2017 00:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GiftCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000101 · form.xml · nonDerivative · entry 3 LEACH TIMOTHY A · CIK 0001034312 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,263 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.