Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWSERVE CORPFLS · Entity 3541 | EVP, Chief Financial Officer | February 03, 2017 | February 07, 2017 |
| Gates Industrial Corp Ltd.GTES · Entity 3767 | Director | February 22, 2019 | February 26, 2019 |
| NEWMONT Corp /DE/NEM · Entity 1894 | EVP & CFO | February 26, 2025 | February 28, 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.
FLOWSERVE CORP
Report date February 03, 2017 · Filed February 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,154 |
Ending reported balance
After 2017-02-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-02-03 · Exercise / conversion · Acquired 7,182 · Balance 42,182 F1: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. Row 2 · 2017-02-03 · Tax withholding · Disposed 2,028 · Balance 40,154 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,204 |
Reported balance
After 2017-02-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-02-03 · Exercise / conversion · Disposed 7,066 · Balance 32,204 F1: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends.
Gates Industrial Corp Ltd.
Report date February 22, 2019 · Filed February 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 11,718 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 6,075 · Balance 11,718 F1: Represents time-based restricted stock units ("TBRSU") which, subject to the applicable award agreement, vest on February 21, 2020. Each TBRSU represents a contingent right to receive one ordinary share of the registrant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents time-based restricted stock units ("TBRSU") which, subject to the applicable award agreement, vest on February 21, 2020. Each TBRSU represents a contingent right to receive one ordinary share of the registrant.
NEWMONT Corp /DE/
Report date February 26, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1.60 par valueSEC Table I · non-derivative | Direct | 74,677 |
Reported balance
After 2025-02-26 transaction · row 1
1 source rowRow 1 · 2025-02-26 · Tax withholding · Disposed 2,937 · Balance 74,677 F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,996 stock-settled restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,996 stock-settled restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HESS CORP
Report date July 18, 2025 · Filed July 18, 2025
Section 16 reporting ended · disclosed 2025-07-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1.00 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-07-18 transaction · row 1
1 source rowRow 1 · 2025-07-18 · Disposition to issuer · Disposed 9,025 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated October 22, 2023 (as amended, the "merger agreement"), by and among Hess, Yankee Merger Sub Inc. ("Merger Sub") and Chevron Corporation ("Chevron"), at the effective time of the merger of Merger Sub with and into Hess on the closing date (the "Effective Time"), each outstanding share of common stock of Hess (except as otherwise specified in the merger agreement) was converted into the right to receive 1.025 (the "exchange ratio") shares of common stock of Chevron. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated October 22, 2023 (as amended, the "merger agreement"), by and among Hess, Yankee Merger Sub Inc. ("Merger Sub") and Chevron Corporation ("Chevron"), at the effective time of the merger of Merger Sub with and into Hess on the closing date (the "Effective Time"), each outstanding share of common stock of Hess (except as otherwise specified in the merger agreement) was converted into the right to receive 1.025 (the "exchange ratio") shares of common stock of Chevron.
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 |
|---|---|---|---|---|---|---|
| July 18, 2025 Filed Jul 18, 2025 16:28 UTC | HESS CORP HES · Entity 11019 | Disposition to issuerCommon Stock, $1.00 par value | 9,025 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-096943 · ownership.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated October 22, 2023 (as amended, the "merger agreement"), by and among Hess, Yankee Merger Sub Inc. ("Merger Sub") and Chevron Corporation ("Chevron"), at the effective time of the merger of Merger Sub with and into Hess on the closing date (the "Effective Time"), each outstanding share of common stock of Hess (except as otherwise specified in the merger agreement) was converted into the right to receive 1.025 (the "exchange ratio") shares of common stock of Chevron. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:41 UTC | HESS CORP HES · Entity 11019 | GrantCommon Stock, $1.00 par value | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036412 · ownership.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,025 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:08 UTC | NEWMONT Corp /DE/ NEM · Entity 1894 | Tax withholdingCommon Stock, $1.60 par value | 2,937 | $42.93 | $126,085.41 |
DisclosureSEC source: 0001062993-25-003966 · form4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,677 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 9,996 stock-settled restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:46 UTC | NEWMONT Corp /DE/ NEM · Entity 1894 | GrantCommon Stock, $1.60 par value | 20,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003683 · form4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,614 Read SEC document |
| July 24, 2024 Filed Jul 26, 2024 20:47 UTC | NEWMONT Corp /DE/ NEM · Entity 1894 | Tax withholdingCommon Stock, $1.60 par value | 2,882 | $47.07 | $135,655.74 |
DisclosureSEC source: 0001062993-24-014116 · form4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,179 F1 · shares: Shares withheld to satisfy tax withholding obligation applicable to the vesting of 10,023 stock-settled restricted stock units. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 16:45 UTC | HESS CORP HES · Entity 11019 | GrantCommon Stock, $1.00 par value | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028700 · ownership.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,630 Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:06 UTC | NEWMONT Corp /DE/ NEM · Entity 1894 | GrantCommon Stock, $1.60 par value | 29,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004850 · form4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,061 Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:47 UTC | NEWMONT Corp /DE/ NEM · Entity 1894 | GrantCommon Stock, $1.60 par value | 30,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015340 · form4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,071 Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 19:41 UTC | HESS CORP HES · Entity 11019 | GrantCommon Stock, $1.00 par value | 1,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017346 · doc4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,232 Read SEC document |
| March 06, 2022 Filed Mar 8, 2022 21:03 UTC | HESS CORP HES · Entity 11019 | GrantCommon Stock, $1.00 par value | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017403 · doc4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,819 Read SEC document |
| March 06, 2021 Filed Mar 9, 2021 19:38 UTC | HESS CORP HES · Entity 11019 | GrantCommon Stock, $1.00 par value | 3,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019276 · doc4.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,089 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 19:28 UTC | Gates Industrial Corp Ltd. GTES · Entity 3767 | GrantOrdinary Shares | 6,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000792 · form.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,718 F1 · shares: Represents time-based restricted stock units ("TBRSU") which, subject to the applicable award agreement, vest on February 21, 2020. Each TBRSU represents a contingent right to receive one ordinary share of the registrant. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 17:07 UTC | Gates Industrial Corp Ltd. GTES · Entity 3767 | GrantOrdinary Shares | 5,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001102 · form.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,643 F1 · shares: Represents time-based restricted stock units ("TBRSU") which, subject to the applicable award agreement, vest on March 8, 2019. Each TBRSU represents a contingent right to receive one ordinary share of the registrant. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionRestricted Stock Units · Derivative | 7,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000036 · wf-form4_148650634522830.xml · derivative · entry 3 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,204 Underlying: Common Stock · 7,066 shares Expires not disclosed 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 restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. F1 · derivative.exercise_date: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. F1 · derivative.expiration_date: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Tax withholdingCommon Stock | 2,028 | $48.65 | $98,662.20 |
DisclosureSEC source: 0000030625-17-000036 · wf-form4_148650634522830.xml · nonDerivative · entry 2 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,154 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:25 UTC | FLOWSERVE CORP FLS · Entity 3541 | Exercise / conversionCommon Stock | 7,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000036 · wf-form4_148650634522830.xml · nonDerivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,182 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 · shares: Each restricted stock unit represented the right to receive one share of the issuer's common stock at vesting, plus shares equivalent in value to accumulated dividends. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:54 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 18,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000017 · wf-form4_148616603880315.xml · derivative · entry 2 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,270 Underlying: Common Stock · 18,070 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2017 and ending on December 31, 2019 which are: 1) the issuer's relative total share holder return ("TSR") in comparison to the TSR averages of a predetermined peer group over the performance cycle; and 2) the issuer's return on invested capital measured against the issuer's performance relative to its weighted average cost of capital and relative to a predetermined peer group over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:54 UTC | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 18,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000017 · wf-form4_148616603880315.xml · derivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,270 Underlying: Common Stock · 18,070 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. F1 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant. Read SEC document |
| February 03, 2016 Filed Jan 21, 2017 02:11 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | GrantRestricted Stock Units · Derivative | 21,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000007 · wf-form4a_148496470664765.xml · derivative · entry 2 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,200 Underlying: Common Stock · 21,200 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F2 · derivative.exercise_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F2 · derivative.expiration_date: Each restricted stock unit represents the right to receive, at settlement, one share of common stock and are granted to the reporting person pursuant to the issuer's long-term incentive compensation plan for employees. The shares vest ratably over a three-year period on each annual anniversary of the grant F3 · derivative.underlying_shares: The original Form 4 filed on February 5, 2016 is amended by this Form 4 amendment to correctly reflect the grant of restricted stock units as opposed to restricted stock. Read SEC document |
| February 03, 2016 Filed Jan 21, 2017 02:11 UTC Amendment | FLOWSERVE CORP FLS · Entity 3541 | GrantPerformance Rights · Derivative | 21,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000030625-17-000007 · wf-form4a_148496470664765.xml · derivative · entry 1 Ovelmen Karyn F. · CIK 0001532849 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,200 Underlying: Common Stock · 21,200 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% and are based on two factors during a three-year performance cycle beginning on January 1, 2016 and ending on December 31, 2018 which are: 1) the issuer's average return on net assets ("RONA") in comparison to the RONA averages of a predetermined peer group over the performance cycle; and 2) the issuer's growth in bookings in comparison to the growth in gross domestic product of countries that are members of the Organisation for Economic Co-operation and Development over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock. 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.