Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALPINE SUMMIT ENERGY PARTNERS, INC.ALPS · Entity 112604 | Director | June 02, 2023 | June 07, 2023 |
| EXCO RESOURCES INCXCO · Entity 167238 | Director | March 01, 2017 | March 10, 2017 |
| GWG Holdings, Inc.GWGHQ · Entity 111001 | Director | June 20, 2022 | July 07, 2022 |
| Sunnova Energy International Inc.NOVA · Entity 79576 | Director | April 11, 2025 | April 21, 2025 |
| TEAM INCTISI · Entity 6688 | Director | August 21, 2026 | August 25, 2026 |
| Talen Energy CorpTLN · Entity 3381 | Director | May 22, 2026 | May 27, 2026 |
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.
ALPINE SUMMIT ENERGY PARTNERS, INC.
Report date June 02, 2023 · Filed June 07, 2023
This filing explicitly reported no securities owned.
EXCO RESOURCES INC
Report date March 01, 2017 · Filed March 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially owned.SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
GWG Holdings, Inc.
Report date June 20, 2022 · Filed July 07, 2022
This filing explicitly reported no securities owned.
Sunnova Energy International Inc.
Report date April 11, 2025 · Filed April 21, 2025
This filing explicitly reported no securities owned.
TEAM INC
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,082 |
Ending reported balance
After 2026-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-21 · Purchase · Acquired 2,000 · Balance 26,082 Row 2 · 2026-08-24 · Purchase · Acquired 2,000 · Balance 28,082 |
Talen Energy Corp
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,265 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Exercise / conversion · Acquired 4,133 · Balance 9,265 F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-22 · Exercise / conversion · Disposed 4,133 · Balance 0 F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date.
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 |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 25, 2026 14:56 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 2,000 | $22.90 | $45,800.00 |
DisclosureSEC source: 0001699604-26-000010 · wk-form4_1787669769.xml · nonDerivative · entry 2 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,082 Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 14:56 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 2,000 | $23.15 | $46,300.00 |
DisclosureSEC source: 0001699604-26-000010 · wk-form4_1787669769.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,082 Read SEC document |
| August 18, 2026 Filed Aug 21, 2026 15:21 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 2,000 | $22.71 | $45,420.00 |
DisclosureSEC source: 0001699604-26-000008 · wk-form4_1787325680.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,082 Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:29 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038565 · wk-form4_1779920986.xml · derivative · entry 2 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,133 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 Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:29 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 4,133 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038565 · wk-form4_1779920986.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,265 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 · price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 20:23 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 3,000 | $16.19 | $48,570.00 |
DisclosureSEC source: 0001699604-26-000004 · wk-form4_1775074997.xml · nonDerivative · entry 2 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,082 Read SEC document |
| March 20, 2026 Filed Apr 1, 2026 20:23 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 10,000 | $14.44 | $144,400.00 |
DisclosureSEC source: 0001699604-26-000004 · wk-form4_1775074997.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,082 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:47 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Restricted Stock Units · Derivative | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013403 · wk-form4_1772491622.xml · derivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 448 Underlying: Common Stock · 448 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001, of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 25, 2027. F2 · derivative.expiration_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 25, 2027. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 17:04 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 4,000 | $15.68 | $62,720.00 |
DisclosureSEC source: 0001699604-25-000005 · wk-form4_1763571890.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,082 Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:12 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030213 · wk-form4_1749499966.xml · derivative · entry 2 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,133 Underlying: Common Stock · 4,132 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 Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents 4,132 RSUs that vested on May 17, 2025 and 4,133 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. F2 · derivative.expiration_date: Represents 4,132 RSUs that vested on May 17, 2025 and 4,133 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:12 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 4,132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-030213 · wk-form4_1749499966.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,132 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 · price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:08 UTC | Talen Energy Corp TLN · Entity 3381 | PurchaseCommon Stock | 500 | $190.90 | $95,450.00 |
DisclosureSEC source: 0001628280-25-011662 · wk-form4_1741637272.xml · nonDerivative · entry 3 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:08 UTC | Talen Energy Corp TLN · Entity 3381 | PurchaseCommon Stock | 250 | $192.59 | $48,147.50 |
DisclosureSEC source: 0001628280-25-011662 · wk-form4_1741637272.xml · nonDerivative · entry 2 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:08 UTC | Talen Energy Corp TLN · Entity 3381 | PurchaseCommon Stock | 250 | $187.96 | $46,990.00 |
DisclosureSEC source: 0001628280-25-011662 · wk-form4_1741637272.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:28 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Restricted Stock Units · Derivative | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009900 · wk-form4_1741123730.xml · derivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 717 Underlying: Common Stock · 717 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001, of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. F2 · derivative.expiration_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 19:24 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 1,082 | $15.24 | $16,489.68 |
DisclosureSEC source: 0000318833-24-000076 · wk-form4_1731957850.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 Read SEC document |
| March 24, 2022 Filed Apr 11, 2022 20:02 UTC | TEAM INC TISI · Entity 6688 | PurchaseCommon Stock | 9,997 | $1.61 | $16,095.17 |
DisclosureSEC source: 0001062993-22-010032 · form4.xml · nonDerivative · entry 1 Horton Anthony R · CIK 0001699604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,997 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.