Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Matador Resources CoMTDR · Entity 3681 | Director | June 01, 2017 | June 06, 2017 |
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.
Matador Resources Co
Report date June 01, 2017 · Filed June 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,558 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Grant · Acquired 5,923 · Balance 18,558 F1: Represents restricted stock units granted to the reporting person on June 1, 2017. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, immediately prior to the election of the nominees for director at the 2018 annual meeting of shareholders of the Issuer, or if such election has not occurred earlier, on September 30, 2018. |
| Common StockSEC Table I · non-derivative | IndirectRepresents shares held by HEYCO Energy Group, Inc. | 4,800,000 |
Reported balance
Holding disclosure · report date 2017-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,800,000 F2: The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. F3: Represents shares acquired as consideration in the merger (the "Merger") of Harvey E. Yates Company, a wholly-owned subsidiary of HEYCO Energy Group, Inc. ("HEYCO"), with and into a wholly-owned subsidiary of the Issuer. Includes 166,667 shares of common stock which are being held in an escrow account pursuant to the Merger. As Chairman and Chief Executive Officer of HEYCO, the reporting person will have ultimate voting and dispositive power with respect to all shares held by HEYCO. F4: HEYCO is owned 51.167461% by Explorers Petroleum Corporation and 45.353507% by Spiral, Inc. The reporting person owns 51.002744% of Explorers Petroleum Corporation, and the reporting person's family owns 25% of Spiral, Inc. through a series of trusts of which the reporting person is the sole trustee. |
| Common StockSEC Table I · non-derivative | IndirectRepresents shares held by Spiral, Inc. | 2,500 |
Reported balance
Holding disclosure · report date 2017-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,500 F2: The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. F5: The reporting person's family owns 25% of Spiral, Inc., an entity owned through a series of trusts of which the reporting person is the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to the reporting person on June 1, 2017. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, immediately prior to the election of the nominees for director at the 2018 annual meeting of shareholders of the Issuer, or if such election has not occurred earlier, on September 30, 2018.
F2: The reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such person is, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, the beneficial owner of these shares. The reporting person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
F3: Represents shares acquired as consideration in the merger (the "Merger") of Harvey E. Yates Company, a wholly-owned subsidiary of HEYCO Energy Group, Inc. ("HEYCO"), with and into a wholly-owned subsidiary of the Issuer. Includes 166,667 shares of common stock which are being held in an escrow account pursuant to the Merger. As Chairman and Chief Executive Officer of HEYCO, the reporting person will have ultimate voting and dispositive power with respect to all shares held by HEYCO.
F4: HEYCO is owned 51.167461% by Explorers Petroleum Corporation and 45.353507% by Spiral, Inc. The reporting person owns 51.002744% of Explorers Petroleum Corporation, and the reporting person's family owns 25% of Spiral, Inc. through a series of trusts of which the reporting person is the sole trustee.
F5: The reporting person's family owns 25% of Spiral, Inc., an entity owned through a series of trusts of which the reporting person is the sole trustee.
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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 6, 2017 01:47 UTC | Matador Resources Co MTDR · Entity 3681 | GrantCommon Stock | 5,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001520006-17-000165 · wf-form4_149671364130392.xml · nonDerivative · entry 1 Yates George M · CIK 0001635948 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,558 F1 · shares: Represents restricted stock units granted to the reporting person on June 1, 2017. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, immediately prior to the election of the nominees for director at the 2018 annual meeting of shareholders of the Issuer, or if such election has not occurred earlier, on September 30, 2018. Read SEC document |
| April 11, 2017 Filed Apr 14, 2017 01:44 UTC | Matador Resources Co MTDR · Entity 3681 | GrantCommon Stock | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001520006-17-000124 · wf-form4_149213426166296.xml · nonDerivative · entry 1 Yates George M · CIK 0001635948 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,635 F1 · shares: Represents restricted stock units granted to the reporting person on April 11, 2017. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, in equal annual installments on the first, second and third anniversaries of the date of grant. Read SEC document |
| February 15, 2017 Filed Feb 18, 2017 02:22 UTC | Matador Resources Co MTDR · Entity 3681 | GrantCommon Stock | 1,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001520006-17-000054 · wf-form4_148738452030907.xml · nonDerivative · entry 1 Yates George M · CIK 0001635948 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,236 F1 · shares: Represents restricted stock units granted to the reporting person on February 15, 2017. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, in equal annual installments on the first, second and third anniversaries of the date of grant. Read SEC document |
| October 28, 2016 Filed Nov 2, 2016 01:51 UTC | Matador Resources Co MTDR · Entity 3681 | GrantCommon Stock | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001520006-16-000380 · wf-form4_147805147505547.xml · nonDerivative · entry 1 Yates George M · CIK 0001635948 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,985 F1 · shares: Represents restricted stock units granted to the reporting person on October 28, 2016. Such restricted stock units will vest, and an equal number of shares of common stock will be deliverable to the reporting person, in equal annual installments on the first, second and third anniversaries of the date of grant. 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.