Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director · Chairman & CEO | February 26, 2020 | February 28, 2020 |
| Extraction Oil & Gas, Inc.XOG · Entity 11932 | Director | January 20, 2021 | January 23, 2021 |
| SM Energy CoSM · Entity 3577 | Director | June 22, 2026 | June 23, 2026 |
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 February 26, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 485,214 |
Reported balance
After 2020-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-26 · Grant · Acquired 88,017 · Balance 485,214 F1: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2: Total includes 225,325 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 353 |
Reported balance
Holding disclosure · report date 2020-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 353 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans.
F2: Total includes 225,325 Restricted Stock Units.
F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
Extraction Oil & Gas, Inc.
Report date January 20, 2021 · Filed January 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 16,800 |
Reported balance
After 2021-01-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-20 · Grant · Acquired 16,800 · Balance 16,800 F1: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service.
SM Energy Co
Report date June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 81,986 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 9,024 · Balance 81,986 F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIVITAS RESOURCES, INC.
Report date January 30, 2026 · Filed January 30, 2026
Section 16 reporting ended · disclosed 2026-01-30. 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 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Disposition to issuer · Disposed 50,317 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock").
F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time.
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 07, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 29 | $16.49 | $478.15 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 4 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 320 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 08, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 21 | $17.10 | $359.06 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 3 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 291 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| April 23, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 65 | $16.82 | $1,093.17 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 2 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 270 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 11, 2009 Filed Feb 13, 2009 20:52 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 2,605 | $16.58 | $43,177.88 |
DisclosureSEC source: 0001182489-09-000178 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,762 F1 · shares: Shares withheld to satisfy taxes on the vesting of Restricted Stock. F2 · price: The average of the high and low price of Altria Group, Inc. common stock on February 11, 2009. F3 · balance_after: Includes 89,410 shares of Restricted Stock and 37,083 shares of Deferred Stock. Read SEC document |
| January 27, 2009 Filed Jan 29, 2009 21:18 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 44,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-09-000095 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,367 F1 · shares: Restricted Stock awarded in accordance with the terms of the Company's equity compensation plans. F2 · balance_after: Includes 97,500 shares of Restricted Stock and 37,083 shares of Deferred Stock. Read SEC document |
| January 15, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 65 | $16.40 | $1,065.94 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 205 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| April 23, 2008 Filed Apr 25, 2008 20:47 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 44,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-08-000456 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,847 F1 · shares: Restricted stock awarded in accordance with the terms of the Company's equity compensation plans. F2 · balance_after: Includes 52,980 shares of Restricted Stock and 37,083 shares of Deferred 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.