Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alta Mesa Resources, Inc. /DEAMR · Entity 154261 | Director | April 12, 2018 | April 13, 2018 |
| Western Midstream Partners, LPWGP · Entity 3258 | Director · CEO, President & Director | November 20, 2016 | November 21, 2016 |
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.
Alta Mesa Resources, Inc. /DE
Report date April 12, 2018 · Filed April 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,344 |
Reported balance
After 2018-04-12 transaction · row 1
1 source rowRow 1 · 2018-04-12 · Grant · Acquired 18,344 · Balance 18,344 |
Western Midstream Partners, LP
Report date November 20, 2016 · Filed November 21, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 129,873 |
Ending reported balance
After 2016-11-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-20 · Exercise / conversion · Acquired 6,081 · Balance 131,748 Row 2 · 2016-11-20 · Tax withholding · Disposed 1,875 · Balance 129,873 |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-11-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-11-20 · Exercise / conversion · Disposed 6,081 · Balance 0 F1: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. F2: The phantom units vest in three annual installments beginning one year after the date of grant. |
| Common Units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Child | 501 |
Reported balance
Holding disclosure · report date 2016-11-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 501 |
| Common Units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Partnership | 0 |
Reported balance
Holding disclosure · report date 2016-11-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 |
| Common Units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Trust | 31,380 |
Reported balance
Holding disclosure · report date 2016-11-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 31,380 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting.
F2: The phantom units vest in three annual installments beginning one year after the date of grant.
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 |
|---|---|---|---|---|---|---|
| April 12, 2018 Filed Apr 13, 2018 15:00 UTC | Alta Mesa Resources, Inc. /DE AMR · Entity 154261 | GrantClass A Common Stock | 18,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-010125 · doc4.xml · nonDerivative · entry 1 Sinclair Donald R. · CIK 0001473676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,344 Read SEC document |
| November 20, 2016 Filed Nov 21, 2016 17:14 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionPhantom Units · Derivative | 6,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067917 · form4.xml · derivative · entry 6 Sinclair Donald R. · CIK 0001473676 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 6,081 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: Each Phantom Unit is the economic equivalent of one WGP Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, in the discretion of our general partners' board of directors, cash equal to the fair market value of a common unit at the time of vesting. F2 · derivative.exercise_date: The phantom units vest in three annual installments beginning one year after the date of grant. F2 · derivative.expiration_date: The phantom units vest in three annual installments beginning one year after the date of grant. Read SEC document |
| November 20, 2016 Filed Nov 21, 2016 17:14 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 1,875 | $43.28 | $81,150.00 |
DisclosureSEC source: 0001127602-16-067917 · form4.xml · nonDerivative · entry 2 Sinclair Donald R. · CIK 0001473676 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,873 Read SEC document |
| November 20, 2016 Filed Nov 21, 2016 17:14 UTC | Western Midstream Partners, LP WGP · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 6,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067917 · form4.xml · nonDerivative · entry 1 Sinclair Donald R. · CIK 0001473676 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,748 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. 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.