Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director | May 18, 2023 | May 22, 2023 |
| CADIZ INCCDZI · Entity 5819 | Chief Financial Officer | September 09, 2026 | September 11, 2026 |
| DEVON ENERGY CORP/DEDVN · Entity 3022 | Director | June 30, 2026 | July 02, 2026 |
| PIONEER NATURAL RESOURCES COPXD · Entity 91514 | Director | November 08, 2022 | November 10, 2022 |
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.
ALTRIA GROUP, INC.
Report date May 18, 2023 · Filed May 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,179 |
Reported balance
After 2023-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-18 · Grant · Acquired 3,901 · Balance 5,179 F1: Deferred stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. F2: Includes 3,901 deferred shares held in the Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors.
F2: Includes 3,901 deferred shares held in the Stock Compensation Plan for Non-Employee Directors.
CADIZ INC
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 800,000 |
Reported balance
After 2026-09-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-09 · Grant · Acquired 800,000 · Balance 800,000 F1: Represents shares of Cadiz Inc. (the "Company") common stock underlying a like number of restricted stock units ("RSUs") granted to the Reporting Person on September 9, 2026 ("Grant Date"). These RSUs shall vest ratably (a) 200,000 on the Grant Date and (b) in twelve equal quarterly installments of 50,000 each on the final day of each fiscal quarter of the Company commencing with the fiscal quarter ending September 30, 2026, subject to the Reporting Person's continuous service as of each applicable vesting date. The RSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). All RSUs that vest shall be settled by delivery of one share of the Company's common stock per vested RSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended. F2: The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested. |
| Performance RightsSEC Table II · derivative / convertible security · Expires 2031-07-27 | Direct | 800,000 |
Reported balance
After 2026-09-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-09 · Grant · Acquired 800,000 · Balance 800,000 F3: Each Performance Right ("PSU") represents a contingent right to receive one share of the Company's common stock. The PSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested. F4: Of the 800,000 PSUs granted to the Reporting Person, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $6.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $8.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $10.00 per share, and 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $12.00 per share, subject to the Reporting Person's continuous service as of each applicable vesting date. All PSUs that vest shall be settled by delivery of one share of the Company's common stock per vested PSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Cadiz Inc. (the "Company") common stock underlying a like number of restricted stock units ("RSUs") granted to the Reporting Person on September 9, 2026 ("Grant Date"). These RSUs shall vest ratably (a) 200,000 on the Grant Date and (b) in twelve equal quarterly installments of 50,000 each on the final day of each fiscal quarter of the Company commencing with the fiscal quarter ending September 30, 2026, subject to the Reporting Person's continuous service as of each applicable vesting date. The RSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). All RSUs that vest shall be settled by delivery of one share of the Company's common stock per vested RSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended.
F2: The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested.
F3: Each Performance Right ("PSU") represents a contingent right to receive one share of the Company's common stock. The PSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested.
F4: Of the 800,000 PSUs granted to the Reporting Person, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $6.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $8.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $10.00 per share, and 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $12.00 per share, subject to the Reporting Person's continuous service as of each applicable vesting date. All PSUs that vest shall be settled by delivery of one share of the Company's common stock per vested PSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended.
DEVON ENERGY CORP/DE
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,368 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 5,567 · Balance 12,368 F1: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date.
PIONEER NATURAL RESOURCES CO
Report date November 08, 2022 · Filed November 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,158 |
Ending reported balance
After 2022-11-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-08 · Purchase · Acquired 390 · Balance 1,960 Row 2 · 2022-11-09 · Purchase · Acquired 99 · Balance 2,059 Row 3 · 2022-11-09 · Purchase · Acquired 99 · Balance 2,158 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Aris Water Solutions, Inc.
Report date October 15, 2025 · Filed October 16, 2025
Section 16 reporting ended · disclosed 2025-10-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Disposition to issuer · Disposed 36,325 · Balance 0 F1: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration: F2: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration. F3: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration:
F2: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration.
F3: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents.
Coterra Energy Inc.
Report date May 07, 2026 · Filed May 11, 2026
Section 16 reporting ended · disclosed 2026-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Disposition to issuer · Disposed 9,717 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among the Issuer, Devon Energy Corporation ("Devon") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of the Issuer's common stock, par value $0.10 per share ("Issuer Common Stock"), held by the Reporting Person as of immediately prior to the Effective Time was converted into the right to receive 0.7 shares of Devon common stock, par value $0.10 per share ("Devon Common Stock"). F2: This amount includes 9,293 shares of Issuer Common Stock subject to deferred awards of vested restricted stock units ("Deferred RSU Awards") held by the Reporting Person that, as of the Effective Time, were converted, on the same terms and conditions, into restricted stock unit awards covering a total number of shares of Devon Common Stock equal to the product of (i) the total number of shares of Issuer Common Stock subject to such Deferred RSU Awards as of immediately prior to the Effective Time, multiplied by (ii) 0.7. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among the Issuer, Devon Energy Corporation ("Devon") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of the Issuer's common stock, par value $0.10 per share ("Issuer Common Stock"), held by the Reporting Person as of immediately prior to the Effective Time was converted into the right to receive 0.7 shares of Devon common stock, par value $0.10 per share ("Devon Common Stock").
F2: This amount includes 9,293 shares of Issuer Common Stock subject to deferred awards of vested restricted stock units ("Deferred RSU Awards") held by the Reporting Person that, as of the Effective Time, were converted, on the same terms and conditions, into restricted stock unit awards covering a total number of shares of Devon Common Stock equal to the product of (i) the total number of shares of Issuer Common Stock subject to such Deferred RSU Awards as of immediately prior to the Effective Time, multiplied by (ii) 0.7.
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 23:03 UTC | CADIZ INC CDZI · Entity 5819 | GrantPerformance Rights · Derivative | 800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001937040-26-000003 · primary_doc.xml · derivative · entry 2 Hernandez Jacinto J · CIK 0001937040 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800,000 Underlying: Common Stock · 800,000 shares Expires 2031-07-27 F3 · security: Each Performance Right ("PSU") represents a contingent right to receive one share of the Company's common stock. The PSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested. F4 · derivative.exercise_price: Of the 800,000 PSUs granted to the Reporting Person, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $6.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $8.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $10.00 per share, and 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $12.00 per share, subject to the Reporting Person's continuous service as of each applicable vesting date. All PSUs that vest shall be settled by delivery of one share of the Company's common stock per vested PSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended. F4 · derivative.exercise_date: Of the 800,000 PSUs granted to the Reporting Person, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $6.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $8.00 per share, 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $10.00 per share, and 200,000 PSUs vest upon the Company's common stock achieving a price hurdle of $12.00 per share, subject to the Reporting Person's continuous service as of each applicable vesting date. All PSUs that vest shall be settled by delivery of one share of the Company's common stock per vested PSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended. F3 · balance_after: Each Performance Right ("PSU") represents a contingent right to receive one share of the Company's common stock. The PSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 23:03 UTC | CADIZ INC CDZI · Entity 5819 | GrantCommon Stock | 800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001937040-26-000003 · primary_doc.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800,000 F1 · shares: Represents shares of Cadiz Inc. (the "Company") common stock underlying a like number of restricted stock units ("RSUs") granted to the Reporting Person on September 9, 2026 ("Grant Date"). These RSUs shall vest ratably (a) 200,000 on the Grant Date and (b) in twelve equal quarterly installments of 50,000 each on the final day of each fiscal quarter of the Company commencing with the fiscal quarter ending September 30, 2026, subject to the Reporting Person's continuous service as of each applicable vesting date. The RSUs were granted to the Reporting Person as an employment inducement award pursuant to Nasdaq Listing Rule 5635(c)(4). All RSUs that vest shall be settled by delivery of one share of the Company's common stock per vested RSU on the earlier to occur of (a) the fifth anniversary of the Grant Date or (b) the Reporting Person's "separation from service", as defined in Section 209A of the Internal Revenue Code of 1986, as amended. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these securities until such time, and to the extent, that ownership of the securities has vested. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 21:00 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 5,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001090012-26-000102 · form4.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,368 F1 · shares: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:46 UTC | Coterra Energy Inc. CTRA · Entity 48496 | Disposition to issuerCommon Stock | 9,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000858470-26-000157 · wk-form4_1778532402.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among the Issuer, Devon Energy Corporation ("Devon") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of the Issuer's common stock, par value $0.10 per share ("Issuer Common Stock"), held by the Reporting Person as of immediately prior to the Effective Time was converted into the right to receive 0.7 shares of Devon common stock, par value $0.10 per share ("Devon Common Stock"). F1 · shares: Pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among the Issuer, Devon Energy Corporation ("Devon") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of the Issuer's common stock, par value $0.10 per share ("Issuer Common Stock"), held by the Reporting Person as of immediately prior to the Effective Time was converted into the right to receive 0.7 shares of Devon common stock, par value $0.10 per share ("Devon Common Stock"). F2 · shares: This amount includes 9,293 shares of Issuer Common Stock subject to deferred awards of vested restricted stock units ("Deferred RSU Awards") held by the Reporting Person that, as of the Effective Time, were converted, on the same terms and conditions, into restricted stock unit awards covering a total number of shares of Devon Common Stock equal to the product of (i) the total number of shares of Issuer Common Stock subject to such Deferred RSU Awards as of immediately prior to the Effective Time, multiplied by (ii) 0.7. Read SEC document |
| May 07, 2026 Filed May 11, 2026 23:38 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 6,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-217487 · ownership.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,801 F1 · security: On May 7, 2026, pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among Devon Energy Corporation (''Devon''), Coterra Energy Inc. (''Coterra") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of Coterra's common stock, par value $0.10 per share ("Coterra Common Stock") was converted into the right to receive 0.7 shares of Devon's common stock, par value $0.10 per share ("Devon Common Stock"), subject to certain exceptions. F2 · shares: This amount includes 6,505 shares of Devon Common Stock subject to restricted stock unit awards that, as of the Effective Time, were converted, on the same terms and conditions, from the corresponding deferred awards of vested restricted stock units relating to Coterra Common Stock ("Coterra Deferred RSU Awards") held by the reporting person into restricted stock unit awards covering a total number of shares of Devon Common Stock equal to the product of (i) the total number of shares of Coterra Common Stock subject to such Coterra Deferred RSU Awards as of immediately prior to the Effective Time, multiplied by (ii) 0.7. F1 · price: On May 7, 2026, pursuant to the Agreement and Plan of Merger entered into on February 1, 2026, by and among Devon Energy Corporation (''Devon''), Coterra Energy Inc. (''Coterra") and Cubs Merger Sub, Inc., as of the effective time of the transactions contemplated thereby (the "Effective Time"), each share of Coterra's common stock, par value $0.10 per share ("Coterra Common Stock") was converted into the right to receive 0.7 shares of Devon's common stock, par value $0.10 per share ("Devon Common Stock"), subject to certain exceptions. Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 00:55 UTC | Aris Water Solutions, Inc. ARIS · Entity 15550 | Disposition to issuerClass A Common Stock | 36,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-240609 · ownership.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration: F2 · kind: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration. F3 · kind: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents. F1 · shares: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration: F2 · shares: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration. F3 · shares: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents. F1 · price: As of the effective time (the "Effective Time") of the transactions contemplated by the Agreement and Plan of Merger entered into on August 6, 2025, by and among the Issuer, Western Midstream Partners, LP ("Parent"), Arrakis OpCo Merger Sub LLC, Arrakis Holdings Inc., Arrakis Unit Merger Sub LLC, Arrakis Cash Merger Sub LLC and Aris Water Holdings LLC, each issued and outstanding share of the Issuer's Class A common stock, par value $0.01 per share ("Issuer Class A Common Stock") held by the Reporting Person as of immediately prior to the Effective Time, was converted into the right to receive, pursuant to an election made by the Reporting Person, one of the following forms of consideration: F2 · price: cont'd from Footnote 1: (i) $7.00 in cash (without interest) and 0.450 common units representing limited partnership interests in Parent ("Parent Common Units"); (ii) $25.00 in cash (without interest); (iii) 0.625 Parent Common Units ("Common Unit Election Consideration"), or (iv) in the event of the Reporting Person's failure to timely deliver an election, the Common Unit Election Consideration. F3 · price: This amount includes 5,901 shares of Issuer Class A Common Stock subject to awards of time-vesting restricted stock units ("Issuer RSU Awards") held by the Reporting Person. At the Effective Time, each Issuer RSU Award was converted into the right to receive an amount in cash equal to (i) the total number of shares of Issuer Class A Common Stock subject to such Issuer RSU Award, multiplied by (ii) $25.00, plus an additional amount in cash equal to any accrued but unpaid cash-based dividend equivalents. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:45 UTC | Coterra Energy Inc. CTRA · Entity 48496 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000858470-25-000136 · wk-form4_1746823551.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,717 F1 · shares: Represents an annual award of restricted stock units as compensation for the reporting persons duties as director, as described in the issuer's 2025 proxy statement, which award is subject to service-based vesting the restrictions on which lapse on the earlier to occur of (i) the termination of service as a director other than because of removal or (ii) May 1, 2026. Read SEC document |
| March 01, 2025 Filed Mar 19, 2025 23:18 UTC | Aris Water Solutions, Inc. ARIS · Entity 15550 | GrantClass A Common Stock | 5,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001865187-25-000053 · form4.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,325 F1 · price: Represents an annual award of restricted stock units ("RSUs") as compensation for the Reporting Person's duties as a non-employee director of the Issuer. The award of RSUs was granted under the Aris Water Solutions, Inc. 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of the Issuer's Class A common stock. The RSUs will vest on the earliest to occur of: (i) the date of the Issuer's 2026 annual meeting of stockholders if the Reporting Person is not continuing on the Issuer's board of directors or (ii) March 1, 2026. Settlement of all or a portion of the vested RSUs may be deferred by the Reporting Person, in which case, settlement will occur pursuant to the terms of the Reporting Person's applicable deferral election. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 01:24 UTC | Aris Water Solutions, Inc. ARIS · Entity 15550 | GrantClass A Common Stock | 9,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001865187-24-000027 · form4.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,424 F1 · price: Represents an annual award of restricted stock units ("RSUs") as compensation for the Reporting Person's duties as a non-employee director of the Issuer. The award of RSUs was granted under the Aris Water Solutions, Inc. 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of the Issuer's Class A common stock. The RSUs will vest on the earliest to occur of: (i) the date of the Issuer's 2025 annual meeting of stockholders if the Reporting Person is not continuing on the Issuer's board of directors or (ii) July 1, 2025. Settlement of all or a portion of the vested RSUs may be deferred by the Reporting Person, in which case, settlement will occur pursuant to the terms of the Reporting Person's applicable deferral election. Read SEC document |
| December 13, 2023 Filed Dec 13, 2023 22:28 UTC | Aris Water Solutions, Inc. ARIS · Entity 15550 | PurchaseClass A Common Stock | 2,756 | $7.42 | $20,449.52 |
DisclosureSEC source: 0001865187-23-000065 · form4.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,072 F1 · price: This transaction was executed in multiple trades at prices ranging from $7.415 to $7.42. The price reported above reflects the weighted average purchase price rounded to the nearest cent. 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 transactions were effected. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:08 UTC | Aris Water Solutions, Inc. ARIS · Entity 15550 | GrantClass A Common Stock | 13,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001865187-23-000032 · form4.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,316 F1 · shares: Represents an annual award of restricted stock units ("RSUs") as compensation for the Reporting Person's duties as a non-employee director of the Issuer. The award of RSUs was granted under the Aris Water Solutions, Inc. 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of the Issuer's Class A common stock. The RSUs will vest on the earliest to occur of: (i) the date of the Issuer's 2024 annual meeting of stockholders if the Reporting Person is not continuing on the Issuer's board of directors or (ii) July 1, 2024. Settlement of all or a portion of the vested RSUs may be deferred by the Reporting Person, in which case, settlement will occur pursuant to the terms of the Reporting Person's applicable deferral election. Read SEC document |
| May 18, 2023 Filed May 22, 2023 18:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,901 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-23-000078 · wf-form4_168478075273163.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,179 F1 · shares: Deferred stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 3,901 deferred shares held in the Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 16:09 UTC | PIONEER NATURAL RESOURCES CO PXD · Entity 91514 | PurchaseCommon Stock | 99 | $251.70 | $24,918.30 |
DisclosureSEC source: 0001038357-22-000137 · wf-form4_166811454529845.xml · nonDerivative · entry 3 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,158 Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 16:09 UTC | PIONEER NATURAL RESOURCES CO PXD · Entity 91514 | PurchaseCommon Stock | 99 | $242.56 | $24,013.43 |
DisclosureSEC source: 0001038357-22-000137 · wf-form4_166811454529845.xml · nonDerivative · entry 2 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 16:09 UTC | PIONEER NATURAL RESOURCES CO PXD · Entity 91514 | PurchaseCommon Stock | 390 | $254.88 | $99,401.25 |
DisclosureSEC source: 0001038357-22-000137 · wf-form4_166811454529845.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Read SEC document |
| July 20, 2022 Filed Jul 21, 2022 16:13 UTC | PIONEER NATURAL RESOURCES CO PXD · Entity 91514 | GrantCommon Stock | 1,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001038357-22-000109 · wf-form4_165843439505792.xml · nonDerivative · entry 1 Hernandez Jacinto J · CIK 0001937040 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570 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.