Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Black Stone Minerals, L.P.BSM · Entity 4198 | Director | January 13, 2020 | January 15, 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.
Black Stone Minerals, L.P.
Report date January 13, 2020 · Filed January 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 354,451 |
Reported balance
After 2020-01-13 transaction · row 1
1 source rowRow 1 · 2020-01-13 · Grant · Acquired 13,389 · Balance 354,451 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy wife | 44,846 |
Reported balance
Holding disclosure · report date 2020-01-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44,846 |
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 13, 2020 Filed Jan 15, 2020 18:35 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 13,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003535 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,451 Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 17:56 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,965 | $12.72 | $24,994.80 |
DisclosureSEC source: 0001209191-20-002315 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,062 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| October 04, 2019 Filed Oct 8, 2019 19:12 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,755 | $14.24 | $24,991.20 |
DisclosureSEC source: 0001209191-19-052792 · doc4.xml · nonDerivative · entry 2 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,097 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| October 03, 2019 Filed Oct 8, 2019 19:12 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052792 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,342 Read SEC document |
| July 08, 2019 Filed Jul 10, 2019 18:31 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,612 | $15.50 | $24,986.00 |
DisclosureSEC source: 0001209191-19-041736 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,342 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| May 24, 2019 Filed May 29, 2019 19:26 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | ConversionSubordinated units representing limited partner interests · Derivative | 25,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033317 · doc4.xml · derivative · entry 5 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 25,431 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: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · price: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · derivative.exercise_date: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · derivative.expiration_date: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. Read SEC document |
| May 24, 2019 Filed May 29, 2019 19:26 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | ConversionSubordinated units representing limited partner interests · Derivative | 190,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033317 · doc4.xml · derivative · entry 4 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 190,049 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: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · price: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · derivative.exercise_date: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. F1 · derivative.expiration_date: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. Read SEC document |
| May 24, 2019 Filed May 29, 2019 19:26 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | ConversionCommon units representing limited partner interests | 25,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033317 · doc4.xml · nonDerivative · entry 3 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 44,846 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 · price: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. Read SEC document |
| May 24, 2019 Filed May 29, 2019 19:26 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | ConversionCommon units representing limited partner interests | 190,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033317 · doc4.xml · nonDerivative · entry 2 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,730 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 · price: On May 24, 2019, each subordinated unit representing limited partner interests in the Issuer converted into one common unit representing limited partner interests in the Issuer pursuant to the terms of the Issuer's First Amended and Restated Agreement of Limited Partnership, as amended. Read SEC document |
| April 26, 2019 Filed May 29, 2019 19:26 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033317 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,681 Read SEC document |
| April 05, 2019 Filed Apr 8, 2019 18:15 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,358 | $17.64 | $23,955.12 |
DisclosureSEC source: 0001209191-19-024033 · doc4.xml · nonDerivative · entry 2 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,681 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| March 07, 2019 Filed Apr 8, 2019 18:15 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024033 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,323 Read SEC document |
| January 11, 2019 Filed Jan 14, 2019 19:05 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 10,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003608 · doc4.xml · nonDerivative · entry 2 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,323 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:38 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,453 | $15.48 | $22,492.44 |
DisclosureSEC source: 0001209191-19-002870 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,481 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| November 16, 2018 Filed Jan 14, 2019 19:05 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003608 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,028 Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 18:00 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,235 | $18.21 | $22,489.35 |
DisclosureSEC source: 0001209191-18-054581 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,028 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| July 06, 2018 Filed Jul 10, 2018 15:00 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,216 | $18.49 | $22,483.84 |
DisclosureSEC source: 0001209191-18-042120 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,793 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 19:30 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,359 | $16.55 | $22,491.45 |
DisclosureSEC source: 0001209191-18-024437 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,577 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:53 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 9,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003624 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,218 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 17:45 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,254 | $17.94 | $22,496.76 |
DisclosureSEC source: 0001209191-18-002998 · doc4.xml · nonDerivative · entry 2 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,682 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| December 01, 2017 Filed Jan 9, 2018 17:45 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002998 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,428 Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 18:24 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,297 | $17.34 | $22,489.98 |
DisclosureSEC source: 0001209191-17-056543 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,428 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| July 07, 2017 Filed Jul 11, 2017 18:07 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,427 | $15.76 | $22,489.52 |
DisclosureSEC source: 0001209191-17-044808 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,131 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:39 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,362 | $16.51 | $22,486.62 |
DisclosureSEC source: 0001209191-17-026453 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,704 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| January 11, 2017 Filed Jan 12, 2017 18:36 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 9,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003560 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,342 Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 19:01 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,198 | $18.78 | $22,498.44 |
DisclosureSEC source: 0001209191-17-003277 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,247 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 17:18 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 1,263 | $17.81 | $22,494.03 |
DisclosureSEC source: 0001209191-16-145623 · doc4.xml · nonDerivative · entry 1 BARDEL WILLIAM G · CIK 0001223547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,049 F1 · kind: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F1 · price: Pursuant to a previous arrangement, the Reporting Person elected to receive common units in lieu of a cash retainer for service on the Board of Directors of the Partnership's General Partner. F2 · balance_after: On August 17, 2016 and effective as of March 29, 2016, a grantor retained-annuity trust ("GRAT"), of which the Reporting Person was the sole annuitant and of which the Reporting Person's wife was the trustee, paid the required annual annuity of 31,866 common units and 41,738 subordinated units to the Reporting Person. Consequently, the holdings column reflects the decrease in the GRAT's holdings, for which the Reporting Person reported indirect beneficial ownership, and an increase in the Reporting Person's direct holdings. 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.