Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Senior Vice President | April 04, 2012 | April 05, 2012 |
| DELTA AIR LINES, INC.DAL · Entity 3029 | Director | June 18, 2026 | June 22, 2026 |
| PLAINS ALL AMERICAN PIPELINE LPPAA · Entity 3291 | Director · Chairman & CEO | August 13, 2026 | August 17, 2026 |
| PLAINS GP HOLDINGS LPPAGP · Entity 3737 | Director · Chairman & CEO | September 28, 2023 | September 29, 2023 |
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.
CONOCOPHILLIPS
Report date April 04, 2012 · Filed April 05, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 153,567 |
Reported balance
After 2012-04-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-04-04 · Grant · Acquired 38,445 · Balance 153,567 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The stock units will be forfeited if the reporting person separates from services prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; or (d) termination of employment following a change of control. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the later of (a) the end of the escrow period or (b) the earlier of (i) death or (ii) six months after separation from service in which case the stock units will convert to common stock. The reporting person may also defer conversion of stock units until a later date. F3: The stock units do not have an expiration date. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 167,807 |
Reported balance
After 2012-04-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2012-04-04 · Grant · Acquired 14,240 · Balance 167,807 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The stock units will be forfeited if the reporting person separates from services prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; or (d) termination of employment following a change of control. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the later of (a) the end of the escrow period or (b) the earlier of (i) death or (ii) six months after separation from service in which case the stock units will convert to common stock. The reporting person may also defer conversion of stock units until a later date. F3: The stock units do not have an expiration date. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,610 |
Reported balance
After 2012-04-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2012-04-04 · Grant · Acquired 5,610 · Balance 5,610 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F4: The stock units will be forfeited if the reporting person terminates for any reason except death or disability prior to a date certain established by the Human Resources and Compensation Committee of the ConocoPhillips Board of Directors. The stock units will convert to common stock on the earliest of the reporting person's death, or six months after termination for a reason other than death, unless the units have previously forfeited. The reporting person may not elect to defer conversion of stock units until a later date. F3: The stock units do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The stock units will be forfeited if the reporting person separates from services prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; or (d) termination of employment following a change of control. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the later of (a) the end of the escrow period or (b) the earlier of (i) death or (ii) six months after separation from service in which case the stock units will convert to common stock. The reporting person may also defer conversion of stock units until a later date.
F3: The stock units do not have an expiration date.
F4: The stock units will be forfeited if the reporting person terminates for any reason except death or disability prior to a date certain established by the Human Resources and Compensation Committee of the ConocoPhillips Board of Directors. The stock units will convert to common stock on the earliest of the reporting person's death, or six months after termination for a reason other than death, unless the units have previously forfeited. The reporting person may not elect to defer conversion of stock units until a later date.
DELTA AIR LINES, INC.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,660 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 2,380 · Balance 10,660 F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 20,000 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,000 F2: The shares are held by the Chiang 2014 Management Trust, of which Mr. Chiang and his wife are co-trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1).
F2: The shares are held by the Chiang 2014 Management Trust, of which Mr. Chiang and his wife are co-trustees.
PLAINS ALL AMERICAN PIPELINE LP
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 1,396,856 |
Ending reported balance
After 2026-08-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-14 · Exercise / conversion · Acquired 346,357 · Balance 1,533,148 Row 2 · 2026-08-14 · Tax withholding · Disposed 136,292 · Balance 1,396,856 |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-08-14 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Exercise / conversion · Disposed 346,357 · Balance 0 F1: Phantom Units granted under Long-Term Incentive Plan (includes distribution equivalent rights ("DER") payable in cash). F2: One common unit is deliverable, upon vesting, for each Phantom Unit that vests. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 373,000 |
Reported balance
After 2026-08-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-13 · Grant · Acquired 373,000 · Balance 373,000 F1: Phantom Units granted under Long-Term Incentive Plan (includes distribution equivalent rights ("DER") payable in cash). F2: One common unit is deliverable, upon vesting, for each Phantom Unit that vests. F3: These phantom units will vest as follows: (a) Tranche 1, consisting of 186,500 phantom units, will vest on the August 2029 distribution date assuming continued service through such date; (b) Tranche 2, consisting of 93,250 phantom units (assuming 100% payout at target), will potentially vest on the August 2029 distribution date at a scaled payout range of between 0% to 200% based on PAA's total shareholder return (TSR) over the three-year period ending June 30, 2029 compared to the TSR of a selected peer group (payout based on numeric rank with 100% earned at median and interpolation between ranks, and with payout being subject to reduction by up to 25 basis points, but not below 100%, if actual TSR is negative); and F4: (c) Tranche 3, consisting of 93,250 phantom units (assuming 100% payout at target), will potentially vest on the Aug. 2029 distribution date at a scaled payout range of between 0% and 200% based on PAA achieving cumul. distributable cash flow (DCF) per common unit equivalent (CUE) of $9.10 over the 3-year period ending 6/30/29 (with payout equaling 100% at cumul. DCF/CUE over such period of $9.10 and being equal to 0% for cumul. DCF/CUE over such period of $8.19 or lower and 200% for cumul. DCF/CUE over such period of $10.01 or higher), with interpolation btw. such points, and with payout being subject to reduction by 25 basis pts. if PAA's leverage ratio (long term debt to adj. EBITDA as calculated pursuant to PAA's sr. unsecured revolving credit facility) as of 6/30/29 is greater than the leverage ratio that equals the upper end of our then applicable non-rating agency target leverage ratio range. F5: DERs associated with Tranche 1 will accrue for the first year and be paid in cash in a lump sum on the August 2029 distribution date; beginning in November 2027, DERs associated with Tranche 1 will be paid quarterly until the phantom units vest or terminate. DERs associated with Tranches 2 and 3 will accrue during the three-year vesting period and be paid in cash in a lump sum on the August 2029 distribution date with respect to each phantom unit that vests, if any, on such date. Any Tranche 2 or Tranche 3 phantom units that are determined to not have vested as of the August 2029 distribution date shall expire as of such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Units granted under Long-Term Incentive Plan (includes distribution equivalent rights ("DER") payable in cash).
F2: One common unit is deliverable, upon vesting, for each Phantom Unit that vests.
F3: These phantom units will vest as follows: (a) Tranche 1, consisting of 186,500 phantom units, will vest on the August 2029 distribution date assuming continued service through such date; (b) Tranche 2, consisting of 93,250 phantom units (assuming 100% payout at target), will potentially vest on the August 2029 distribution date at a scaled payout range of between 0% to 200% based on PAA's total shareholder return (TSR) over the three-year period ending June 30, 2029 compared to the TSR of a selected peer group (payout based on numeric rank with 100% earned at median and interpolation between ranks, and with payout being subject to reduction by up to 25 basis points, but not below 100%, if actual TSR is negative); and
F4: (c) Tranche 3, consisting of 93,250 phantom units (assuming 100% payout at target), will potentially vest on the Aug. 2029 distribution date at a scaled payout range of between 0% and 200% based on PAA achieving cumul. distributable cash flow (DCF) per common unit equivalent (CUE) of $9.10 over the 3-year period ending 6/30/29 (with payout equaling 100% at cumul. DCF/CUE over such period of $9.10 and being equal to 0% for cumul. DCF/CUE over such period of $8.19 or lower and 200% for cumul. DCF/CUE over such period of $10.01 or higher), with interpolation btw. such points, and with payout being subject to reduction by 25 basis pts. if PAA's leverage ratio (long term debt to adj. EBITDA as calculated pursuant to PAA's sr. unsecured revolving credit facility) as of 6/30/29 is greater than the leverage ratio that equals the upper end of our then applicable non-rating agency target leverage ratio range.
F5: DERs associated with Tranche 1 will accrue for the first year and be paid in cash in a lump sum on the August 2029 distribution date; beginning in November 2027, DERs associated with Tranche 1 will be paid quarterly until the phantom units vest or terminate. DERs associated with Tranches 2 and 3 will accrue during the three-year vesting period and be paid in cash in a lump sum on the August 2029 distribution date with respect to each phantom unit that vests, if any, on such date. Any Tranche 2 or Tranche 3 phantom units that are determined to not have vested as of the August 2029 distribution date shall expire as of such date.
PLAINS GP HOLDINGS LP
Report date September 28, 2023 · Filed September 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 318,704 |
Reported balance
After 2023-09-28 transaction · row 1
1 source rowRow 1 · 2023-09-28 · Purchase · Acquired 62,000 · Balance 318,704 F1: The price in column 4 reflects the weighted average price for the Class A shares. The shares were purchased in multiple transactions at prices ranging from $16.225 to $16.25. The reporting person will provide upon request by the SEC staff, the issuer or any security holder of the issuer full information regarding the number of shares purchased at each separate price. |
| Class A SharesSEC Table I · non-derivative | IndirectBy Trust | 60,000 |
Reported balance
Holding disclosure · report date 2023-09-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The price in column 4 reflects the weighted average price for the Class A shares. The shares were purchased in multiple transactions at prices ranging from $16.225 to $16.25. The reporting person will provide upon request by the SEC staff, the issuer or any security holder of the issuer full information regarding the number of shares purchased at each separate price.
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 |
|---|---|---|---|---|---|---|
| November 13, 2009 Filed Nov 17, 2009 22:40 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 6,100 | $30.29 | $184,769.00 |
DisclosureSEC source: 0001181431-09-052269 · rrd257517.xml · nonDerivative · entry 3 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,610 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 |
| November 13, 2009 Filed Nov 17, 2009 22:40 UTC | CONOCOPHILLIPS COP · Entity 658 | SaleCommon Stock | 5,600 | $52.87 | $296,072.56 |
DisclosureSEC source: 0001181431-09-052269 · rrd257517.xml · nonDerivative · entry 2 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,510 Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 22:40 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 5,600 | $15.98 | $89,488.00 |
DisclosureSEC source: 0001181431-09-052269 · rrd257517.xml · nonDerivative · entry 1 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,110 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 |
| July 15, 2009 Filed Jul 17, 2009 20:14 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 65.896 | $42.06 | $2,771.59 |
DisclosureSEC source: 0001181431-09-035663 · rrd248635.xml · derivative · entry 1 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650.465 Underlying: Common Stock · 65.896 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribtion Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Beneit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribtion Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Beneit Plan pursuant to Rule 16b-3(c). F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| February 12, 2009 Filed Feb 17, 2009 21:54 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 9,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-009672 · doc4.xml · derivative · entry 2 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,214 Underlying: Common Stock · 9,880 shares Expires not disclosed F2 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; or (d) termination of employment following a change in control. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the later of (a) the end of the escrow period or (b) the earlier of death or six months after separation from service. The reporting person may also elect to defer conversion of stock units until a later date. F4 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 12, 2009 Filed Feb 17, 2009 21:54 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 79,900 | $0.00 Strike: $45.47 | $0.00 |
DisclosureSEC source: 0001209191-09-009672 · doc4.xml · derivative · entry 1 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,900 Underlying: Common Stock · 79,900 shares Expires 2019-02-12 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 12, 2010. Read SEC document |
| January 21, 2009 Filed Jan 22, 2009 21:33 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantPhantom Stock · Derivative | 447.942 | $51.80 | $23,203.40 |
DisclosureSEC source: 0001209191-09-004427 · doc4.xml · derivative · entry 1 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,549.21 Underlying: Common Stock · 447.942 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F2 · derivative.expiration_date: The shares of phantom stock were acquired under a Defined Contribution Makeup Plan providing for settlement upon termination of employment, subject to possible deferred payment in certain circumstances. The reporting of this transaction is not an acknowledgment that it is not an exempt transaction under an Excess Benefit Plan pursuant to Rule 16b-3(c). F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 23, 2008 Filed Feb 9, 2009 20:56 UTC | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-007465 · doc5.xml · nonDerivative · entry 1 Chiang Willie CW · CIK 0001421559 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,936 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.