Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Granite Ridge Resources, Inc.GRNT · Entity 102 | Director | August 19, 2026 | August 21, 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.
Granite Ridge Resources, Inc.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 1,756,636 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Other · Acquired 592,733 · Balance 1,756,636 F1: Pro rata distribution from GREP Holdco III-B Holdings, LLC as well as Grey Rock Energy Partners GP III-A, L.P. and Grey Rock Energy Partners GP III-B, L.P. |
Filing footnotes · ownership attribution and instrument terms
F1: Pro rata distribution from GREP Holdco III-B Holdings, LLC as well as Grey Rock Energy Partners GP III-A, L.P. and Grey Rock Energy Partners GP III-B, L.P.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Fermi Inc.
Report date March 30, 2026 · Filed April 01, 2026
Jointly reported with Caddis Holdings, LP
Section 16 reporting ended · disclosed 2026-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | IndirectSee Footnotes | 60,946,450 |
Last balance in matching sequence
After 2026-03-31 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-30 · Sale · Disposed 9,000,000 · Balance 62,946,450 F1: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $4.9286-$5.346 per share. The Reporting Persons will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request. F2: Reflects shares of common stock of Fermi Inc. (the "Issuer") directly held by Caddis Holdings, LP. Mr. Perry is a manager of Caddis Capital, LLC, the general partner of Caddis Holdings, LP, and may be deemed to beneficially own common stock of the Issuer held by Caddis Holdings, LP. Mr. Perry disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Perry is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. The Reporting Persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer. F3: Caddis Holdings, LP was previously organized as Caddis Holdings, LLC and underwent a change in the form of the entity, without the transfer of any shares of the Issuer or any change in the beneficial ownership of such shares. Row 2 · 2026-03-31 · Sale · Disposed 2,000,000 · Balance 60,946,450 F4: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $5.4003-$5.5494 per share. The Reporting Person will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request. F2: Reflects shares of common stock of Fermi Inc. (the "Issuer") directly held by Caddis Holdings, LP. Mr. Perry is a manager of Caddis Capital, LLC, the general partner of Caddis Holdings, LP, and may be deemed to beneficially own common stock of the Issuer held by Caddis Holdings, LP. Mr. Perry disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Perry is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. The Reporting Persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer. F3: Caddis Holdings, LP was previously organized as Caddis Holdings, LLC and underwent a change in the form of the entity, without the transfer of any shares of the Issuer or any change in the beneficial ownership of such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $4.9286-$5.346 per share. The Reporting Persons will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request.
F2: Reflects shares of common stock of Fermi Inc. (the "Issuer") directly held by Caddis Holdings, LP. Mr. Perry is a manager of Caddis Capital, LLC, the general partner of Caddis Holdings, LP, and may be deemed to beneficially own common stock of the Issuer held by Caddis Holdings, LP. Mr. Perry disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Perry is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. The Reporting Persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer.
F3: Caddis Holdings, LP was previously organized as Caddis Holdings, LLC and underwent a change in the form of the entity, without the transfer of any shares of the Issuer or any change in the beneficial ownership of such shares.
F4: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $5.4003-$5.5494 per share. The Reporting Person will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request.
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 19, 2026 Filed Aug 21, 2026 16:37 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 592,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-058372 · wk-form4_1787330273.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,756,636 F1 · kind: Pro rata distribution from GREP Holdco III-B Holdings, LLC as well as Grey Rock Energy Partners GP III-A, L.P. and Grey Rock Energy Partners GP III-B, L.P. Read SEC document |
| May 18, 2026 Filed May 18, 2026 21:25 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 100,000 | $5.49 | $549,000.00 |
DisclosureSEC source: 0001628280-26-036061 · wk-form4_1779139541.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,903 Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 23:11 UTC | Fermi Inc. FRMI · Entity 1231 | SaleCommon Stock, $0.001 par value | 2,000,000 | $5.54 | $11,076,800.00 |
DisclosureSEC source: 0001193125-26-138384 · ownership.xml · nonDerivative · entry 2 Perry Griffin · CIK 0001950683 · 10% owner Caddis Holdings, LP · CIK 0002123470 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 60,946,450 F4 · price: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $5.4003-$5.5494 per share. The Reporting Person will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request. F2 · ownership.nature: Reflects shares of common stock of Fermi Inc. (the "Issuer") directly held by Caddis Holdings, LP. Mr. Perry is a manager of Caddis Capital, LLC, the general partner of Caddis Holdings, LP, and may be deemed to beneficially own common stock of the Issuer held by Caddis Holdings, LP. Mr. Perry disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Perry is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. The Reporting Persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer. F3 · ownership.nature: Caddis Holdings, LP was previously organized as Caddis Holdings, LLC and underwent a change in the form of the entity, without the transfer of any shares of the Issuer or any change in the beneficial ownership of such shares. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:11 UTC | Fermi Inc. FRMI · Entity 1231 | SaleCommon Stock, $0.001 par value | 9,000,000 | $5.02 | $45,191,700.00 |
DisclosureSEC source: 0001193125-26-138384 · ownership.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · 10% owner Caddis Holdings, LP · CIK 0002123470 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 62,946,450 F1 · price: The reported price is the weighted average sales price for the transactions reported on that line. Sales were made at prices between $4.9286-$5.346 per share. The Reporting Persons will provide to the Staff, the Issuer, or a security holder full information regarding the number of shares purchased or sold at each separate price upon request. F2 · ownership.nature: Reflects shares of common stock of Fermi Inc. (the "Issuer") directly held by Caddis Holdings, LP. Mr. Perry is a manager of Caddis Capital, LLC, the general partner of Caddis Holdings, LP, and may be deemed to beneficially own common stock of the Issuer held by Caddis Holdings, LP. Mr. Perry disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Perry is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. The Reporting Persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer. F3 · ownership.nature: Caddis Holdings, LP was previously organized as Caddis Holdings, LLC and underwent a change in the form of the entity, without the transfer of any shares of the Issuer or any change in the beneficial ownership of such shares. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:58 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | GrantCommon Stock, par value $0.0001 per share | 16,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000675 · wk-form4_1767653927.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063,903 F1 · shares: Represents a restricted stock award, granted under the Granite Ridge Resources, Inc. 2022 Omnibus Incentive Plan, which will fully vest on January 2, 2027. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:15 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | GrantCommon Stock, par value $0.0001 per share | 11,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000567 · wk-form4_1736198118.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,047,877 F1 · shares: Represents a restricted stock award, granted under the Granite Ridge Resources, Inc. 2022 Omnibus Incentive Plan, which will fully vest on January 2, 2026. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 22:14 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 442,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051536 · wk-form4_1734387256.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,036,599 F1 · kind: Pro rata distribution from GREP Holdco II-B Holdings, LLC, Grey Rock Energy Partners GP II-A, L.P., and Grey Rock Energy Partners GP II-B, L.P. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 15:11 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 5,000 | $6.13 | $30,650.00 |
DisclosureSEC source: 0001628280-24-040304 · wk-form4_1726240251.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 594,181 Read SEC document |
| May 23, 2024 Filed May 23, 2024 15:48 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 2,000 | $6.54 | $13,080.00 |
DisclosureSEC source: 0001628280-24-024855 · wk-form4_1716479317.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,181 Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 16:25 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 24,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-015766 · wk-form4_1712852723.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587,181 F1 · kind: Pro rata distribution from Grey Rock Energy Partners GP III-A, L.P. and Grey Rock Energy Partners GP III-B, L.P. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 20:06 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | GrantCommon Stock, par value $0.0001 per share | 12,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000416 · wk-form4_1704398786.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 562,863 F1 · shares: Represents a restricted stock award, granted under the Granite Ridge Resources, Inc. 2022 Omnibus Incentive Plan, which will fully vest on January 2, 2025. Read SEC document |
| December 04, 2023 Filed Dec 4, 2023 20:43 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 3,000 | $5.89 | $17,670.00 |
DisclosureSEC source: 0001628280-23-040604 · wk-form4_1701722571.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,588 Read SEC document |
| September 18, 2023 Filed Sep 18, 2023 20:22 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 2,000 | $5.76 | $11,520.00 |
DisclosureSEC source: 0001628280-23-032467 · wk-form4_1695068566.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,588 Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 22:04 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 41,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-030920 · wk-form4_1693346678.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545,588 F1 · kind: Pro rata distribution from GREP Holdco III-B Holdings, LLC. Read SEC document |
| May 31, 2023 Filed May 31, 2023 21:40 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 600 | $5.47 | $3,282.00 |
DisclosureSEC source: 0001950683-23-000008 · wk-form4_1685569187.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,728 F1 · price: This transaction was executed in multiple trades at prices ranging from $5.46 to $5.47. The price reported above reflects the weighted average purchase price. The reporting person undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected Read SEC document |
| May 25, 2023 Filed May 25, 2023 18:09 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | PurchaseCommon Stock, par value $0.0001 per share | 166 | $5.75 | $954.50 |
DisclosureSEC source: 0001950683-23-000006 · wk-form4_1685038163.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,128 Read SEC document |
| May 09, 2023 Filed May 10, 2023 21:24 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 11,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001950683-23-000004 · wk-form4_1683753881.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 502,962 F1 · kind: Pro rata distribution from Grey Rock Energy Partners GP II-A, L.P. and Grey Rock Energy Partners GP II-B, L.P. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 20:48 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 467,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-022778 · tm237161-2_4seq1.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,162 F1 · kind: Pro rata distribution from Grey Rock Energy Partners GP, L.P., Grey Rock Energy Partners GP II-A, L.P. and Grey Rock Energy Partners GP II-B, L.P. Read SEC document |
| January 19, 2023 Filed Jan 24, 2023 02:44 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | OtherCommon Stock, par value $0.0001 per share | 8,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-005953 · tm234264-2_4seq1.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,488 F1 · kind: Pro rata distribution from GREP Holdco II-B Holdings, LLC. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:32 UTC | Granite Ridge Resources, Inc. GRNT · Entity 102 | GrantCommon Stock, par value $0.0001 per share | 8,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-001522 · tm231766-2_4seq1.xml · nonDerivative · entry 1 Perry Griffin · CIK 0001950683 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,538 F1 · shares: Represents a restricted stock award, granted under the Granite Ridge Resources, Inc. 2022 Omnibus Incentive Plan, which will fully vest on January 3, 2024. 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.