Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | Director | December 07, 2017 | December 11, 2017 |
| Orion Group Holdings IncORN · Entity 5724 | Director | May 24, 2018 | May 29, 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.
EVOLUTION PETROLEUM CORP
Report date December 07, 2017 · Filed December 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Self as Trustee for The Stoever Family Living Trust. | 198,727 |
Reported balance
After 2017-12-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-12-07 · Grant · Acquired 8,824 · Balance 198,727 F1: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. F2: Shares held in family living trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting.
F2: Shares held in family living trust.
Orion Group Holdings Inc
Report date May 24, 2018 · Filed May 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,615 |
Reported balance
After 2018-05-24 transaction · row 1
1 source rowRow 1 · 2018-05-24 · Grant · Acquired 12,064 · Balance 71,615 F1: The grant of restricted stock under the Company's Long Term Incentive plan vests in its entirety on the date of the grant, May 24,2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The grant of restricted stock under the Company's Long Term Incentive plan vests in its entirety on the date of the grant, May 24,2018.
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 |
|---|---|---|---|---|---|---|
| May 24, 2018 Filed May 29, 2018 21:31 UTC | Orion Group Holdings Inc ORN · Entity 5724 | GrantCommon Stock | 12,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-026065 · doc1.xml · nonDerivative · entry 1 Stoever Gene G · CIK 0001295826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,615 F1 · price: The grant of restricted stock under the Company's Long Term Incentive plan vests in its entirety on the date of the grant, May 24,2018. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:52 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 8,824 | $6.80 | $60,003.20 |
DisclosureSEC source: 0001006655-17-000073 · wf-form4_151302915983994.xml · nonDerivative · entry 1 Stoever Gene G · CIK 0001295826 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for The Stoever Family Living Trust. Disclosed balance after: 198,727 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. F2 · ownership.direct: Shares held in family living trust. Read SEC document |
| May 25, 2017 Filed May 26, 2017 18:31 UTC | Orion Group Holdings Inc ORN · Entity 5724 | GrantCommon Stock | 12,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-022503 · doc1.xml · nonDerivative · entry 1 Stoever Gene G · CIK 0001295826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,551 F1 · price: The grant of restricted stock under the Company's Long Term Incentive plan vests in its entirety on the date of the grant, May 25,2017. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:17 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 6,418 | $9.35 | $60,008.30 |
DisclosureSEC source: 0001006655-16-000167 · wf-form4_148157740934879.xml · nonDerivative · entry 1 Stoever Gene G · CIK 0001295826 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for The Stoever Family Living Trust. Disclosed balance after: 189,903 F1 · shares: Award of Restricted Stock pursuant to Company's 2004 Amended and Restated Stock Plan, as amended, subject to vesting. F2 · ownership.direct: Shares held in family living trust. 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.