Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Midstream Partners, LPWES · Entity 3258 | Director | May 14, 2020 | May 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.
Western Midstream Partners, LP
Report date May 14, 2020 · Filed May 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-05-14 | Direct | 7,803 |
Reported balance
After 2020-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-14 · Grant · Acquired 7,803 · Balance 7,803 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. |
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 30,073 |
Reported balance
Holding disclosure · report date 2020-05-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,073 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit.
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 |
|---|---|---|---|---|---|---|
| May 14, 2020 Filed May 18, 2020 23:17 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantPhantom Units · Derivative | 7,803 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017035 · form4.xml · derivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,803 Underlying: Common Units representing limited partner interests · 7,803 shares Expires 2021-05-14 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:41 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionPhantom Units · Derivative | 4,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026442 · form4.xml · derivative · entry 3 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 4,202 shares Expires 2020-05-08 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Pursuant to the terms of the award, this Phantom Unit grant vested in full upon the change of control of Anadarko Petroleum Corporation on August 8, 2019. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:41 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,016 | $24.02 | $48,424.32 |
DisclosureSEC source: 0001127602-19-026442 · form4.xml · nonDerivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,073 Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:41 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 4,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026442 · form4.xml · nonDerivative · entry 1 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,089 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. Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:15 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantPhantom Units · Derivative | 4,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017949 · form4.xml · derivative · entry 4 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,202 Underlying: Common Units representing limited partner interests · 4,202 shares Expires 2020-05-08 F2 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:15 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionPhantom Units · Derivative | 2,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017949 · form4.xml · derivative · entry 3 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 2,851 shares Expires 2019-05-08 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:15 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 1,368 | $29.75 | $40,698.00 |
DisclosureSEC source: 0001127602-19-017949 · form4.xml · nonDerivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,887 Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:15 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 2,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017949 · form4.xml · nonDerivative · entry 1 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,255 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. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:31 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionPhantom Units · Derivative | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019752 · form4.xml · derivative · entry 3 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 2,305 shares Expires 2018-05-31 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:31 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 1,107 | $36.70 | $40,626.90 |
DisclosureSEC source: 0001127602-18-019752 · form4.xml · nonDerivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,404 Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:31 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019752 · form4.xml · nonDerivative · entry 1 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,511 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. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:53 UTC | Western Midstream Partners, LP WGP · Entity 3258 | GrantPhantom Units · Derivative | 2,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016772 · form4.xml · derivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,851 Underlying: Common Units representing limited partner interests · 2,851 shares Expires 2019-05-08 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:47 UTC | Western Midstream Partners, LP WGP · Entity 3258 | GrantPhantom Units · Derivative | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020035 · form4.xml · derivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,305 Underlying: Common Units representing limited partner interests · 2,305 shares Expires 2018-05-31 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:28 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionPhantom Units · Derivative | 2,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017400 · form4.xml · derivative · entry 3 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 2,263 shares Expires 2017-05-05 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:28 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 1,087 | $44.40 | $48,262.80 |
DisclosureSEC source: 0001127602-17-017400 · form4.xml · nonDerivative · entry 2 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,206 Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:28 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 2,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017400 · form4.xml · nonDerivative · entry 1 Stewart Craig W. · CIK 0001568357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,293 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. 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.