Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OGE ENERGY CORP.OGE · Entity 3554 | Director | December 11, 2018 | December 13, 2018 |
| PHX MINERALS INC.PHX · Entity 77308 | Director | December 31, 2017 | January 08, 2018 |
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.
OGE ENERGY CORP.
Report date December 11, 2018 · Filed December 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equiv UnitsSEC Table II · derivative / convertible security | Direct | 114,592.019 |
Reported balance
After 2018-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-12-11 · Grant · Acquired 3,028.1 · Balance 114,592.019 F1: Security converts to common stock on a one-for-one basis. F2: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Security converts to common stock on a one-for-one basis.
F2: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service.
F3: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11.
PHX MINERALS INC.
Report date December 31, 2017 · Filed January 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Panhandle Class A CommonSEC Table I · non-derivative | Direct | 16,761 |
Reported balance
After 2017-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-31 · Grant · Acquired 1,703 · Balance 16,761 F1: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2: Total number of shares includes restricted shares with vesting based on elapsed time. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter.
F2: Total number of shares includes restricted shares with vesting based on elapsed 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 |
|---|---|---|---|---|---|---|
| December 11, 2018 Filed Dec 13, 2018 22:45 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 3,028.1 | $41.28 | $124,999.97 |
DisclosureSEC source: 0001021635-18-000129 · wf-form4_154474113496702.xml · derivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,592.019 Underlying: Com Stk · 3,028.1 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| December 31, 2017 Filed Jan 8, 2018 16:50 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantPanhandle Class A Common | 1,703 | $0.02 | $28.44 |
DisclosureSEC source: 0001209191-18-002735 · doc4.xml · nonDerivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,761 F1 · kind: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · shares: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · price: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · acquired: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| December 05, 2017 Filed Dec 8, 2017 00:00 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 3,209.805 | $34.27 | $110,000.02 |
DisclosureSEC source: 0001021635-17-000114 · wf-form4_151269120061880.xml · derivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,238.471 Underlying: Com Stk · 3,209.805 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 15:26 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantPanhandle Class A Common | 1,486 | $0.02 | $24.82 |
DisclosureSEC source: 0001209191-17-000761 · doc4.xml · nonDerivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,058 F1 · kind: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · shares: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · price: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F1 · acquired: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 23:03 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 4,088.639 | $32.04 | $130,999.99 |
DisclosureSEC source: 0001021635-16-000286 · wf-form4_148123818690355.xml · derivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,440.201 Underlying: Com Stk · 4,088.639 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| September 27, 2016 Filed Sep 29, 2016 14:59 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 812.807 | $32.48 | $26,399.97 |
DisclosureSEC source: 0001021635-16-000258 · wf-form4_147516116106646.xml · derivative · entry 1 LORENZ ROBERT O · CIK 0001252162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,411.13 Underlying: Com Stk · 812.807 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. 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.