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Forman Adam S

Disclosed activity across 4 companies

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20721
SEC CIK
0001752970

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
KINDER MORGAN, INC.KMI · Entity 2974VP, Interim General CounselJanuary 03, 2019January 11, 2019
Kinder Morgan Canada LtdKML · Entity 153094Vice President and SecretaryAugust 31, 2018September 13, 2018
SOLV Energy, Inc.MWH · Entity 3900CLO & SecretaryAugust 19, 2026August 22, 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.

KINDER MORGAN, INC.

Report date January 03, 2019 · Filed January 11, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class P Common StockSEC Table I · non-derivativeDirect440,738 Reported balance Holding disclosure · report date 2019-01-03 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 440,738

F1: Includes 44,025 shares subject to forfeiture restrictions that lapse on July 16, 2023.

Class P Common StockSEC Table I · non-derivativeIndirectBy 401(k)4,805 Reported balance Holding disclosure · report date 2019-01-03 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 4,805

Restricted Stock UnitSEC Table II · derivative / convertible securityDirectNot disclosed Reported balance Holding disclosure · report date 2019-01-03 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance Not disclosed

F2: Each restricted stock unit represents the right to receive, at settlement, one share of Class P Common Stock.

F3: These restricted stock units are scheduled to vest on July 19, 2019.

Restricted Stock UnitSEC Table II · derivative / convertible securityDirectNot disclosed Reported balance Holding disclosure · report date 2019-01-03 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance Not disclosed

F2: Each restricted stock unit represents the right to receive, at settlement, one share of Class P Common Stock.

F4: These restricted stock units are scheduled to vest on July 18, 2020.

Restricted Stock UnitSEC Table II · derivative / convertible securityDirectNot disclosed Reported balance Holding disclosure · report date 2019-01-03 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance Not disclosed

F2: Each restricted stock unit represents the right to receive, at settlement, one share of Class P Common Stock.

F5: These restricted stock units are scheduled to vest on July 17, 2021.

Filing footnotes · ownership attribution and instrument terms

F1: Includes 44,025 shares subject to forfeiture restrictions that lapse on July 16, 2023.

F2: Each restricted stock unit represents the right to receive, at settlement, one share of Class P Common Stock.

F3: These restricted stock units are scheduled to vest on July 19, 2019.

F4: These restricted stock units are scheduled to vest on July 18, 2020.

F5: These restricted stock units are scheduled to vest on July 17, 2021.

Kinder Morgan Canada Ltd

Report date August 31, 2018 · Filed September 13, 2018

This filing explicitly reported no securities owned.

SOLV Energy, Inc.

Report date August 19, 2026 · Filed August 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
SOLV Energy Management Holdings LP UnitsSEC Table II · derivative / convertible securityDirect183,994 Reported balance After 2026-08-19 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-08-19 · Sale · Disposed 11,480 · Balance 183,994

F1: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2: (Continued from footnote 1) Upon a redemption or direct exchange of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata redemption of 11,480 MH Units held by the Reporting Person (and the corresponding (i) direct exchange of an equal number of Opco LLC Interests held by MH and (ii) the cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the sale of Class A common stock by MH.

F4: Represents a price per MH Unit equal to the sale price of $27.77 per share of Class A common stock sold by MH.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2: (Continued from footnote 1) Upon a redemption or direct exchange of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata redemption of 11,480 MH Units held by the Reporting Person (and the corresponding (i) direct exchange of an equal number of Opco LLC Interests held by MH and (ii) the cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the sale of Class A common stock by MH.

F4: Represents a price per MH Unit equal to the sale price of $27.77 per share of Class A common stock sold by MH.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

EnLink Midstream, LLC

Report date January 31, 2025 · Filed January 31, 2025

Section 16 reporting ended · disclosed 2025-01-31. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common UnitsSEC Table I · non-derivativeDirect0 Reported balance After 2025-01-31 transaction · row 1
1 source row

Row 1 · 2025-01-31 · Disposition to issuer · Disposed 126,905 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2024 (the "Merger Agreement"), by and among EnLink Midstream, LLC ("EnLink"), ONEOK, Inc. ("ONEOK"), Elk Merger Sub I, L.L.C. ("Merger Sub I"), a direct, wholly-owned subsidiary of ONEOK, Elk Merger Sub II, L.L.C., a direct, wholly-owned subsidiary of ONEOK, and EnLink Midstream Manager, LLC, the managing member of EnLink, each common unit representing limited liability company interests in EnLink ("EnLink Unit") issued and outstanding immediately prior to the effective time of the merger between EnLink and Merger Sub I (the "First Merger Effective Time"), was converted into the right to receive 0.1412 shares of ONEOK common stock ("ONEOK Common Stock" and such ratio, the "Exchange Ratio"). On January 31, 2025, the closing price of one share of ONEOK Common Stock was $97.17.

F2: Additionally, pursuant to the Merger Agreement, each restricted incentive unit of EnLink ("EnLink RIU Award") that was outstanding immediately prior to the First Merger Effective Time was assumed by ONEOK and converted into a time-based restricted stock unit award of ONEOK equal to the product obtained by multiplying (x) the number of EnLink Units subject to such EnLink RIU Award immediately prior to the First Merger Effective Time multiplied by (y) the Exchange Ratio, rounded up or down to the nearest whole share of ONEOK Common Stock and otherwise subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such EnLink RIU Award immediately prior to the First Merger Effective Time.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2024 (the "Merger Agreement"), by and among EnLink Midstream, LLC ("EnLink"), ONEOK, Inc. ("ONEOK"), Elk Merger Sub I, L.L.C. ("Merger Sub I"), a direct, wholly-owned subsidiary of ONEOK, Elk Merger Sub II, L.L.C., a direct, wholly-owned subsidiary of ONEOK, and EnLink Midstream Manager, LLC, the managing member of EnLink, each common unit representing limited liability company interests in EnLink ("EnLink Unit") issued and outstanding immediately prior to the effective time of the merger between EnLink and Merger Sub I (the "First Merger Effective Time"), was converted into the right to receive 0.1412 shares of ONEOK common stock ("ONEOK Common Stock" and such ratio, the "Exchange Ratio"). On January 31, 2025, the closing price of one share of ONEOK Common Stock was $97.17.

F2: Additionally, pursuant to the Merger Agreement, each restricted incentive unit of EnLink ("EnLink RIU Award") that was outstanding immediately prior to the First Merger Effective Time was assumed by ONEOK and converted into a time-based restricted stock unit award of ONEOK equal to the product obtained by multiplying (x) the number of EnLink Units subject to such EnLink RIU Award immediately prior to the First Merger Effective Time multiplied by (y) the Exchange Ratio, rounded up or down to the nearest whole share of ONEOK Common Stock and otherwise subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such EnLink RIU Award immediately prior to the First Merger Effective Time.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 19, 2026 Filed Aug 22, 2026 00:15 UTC SOLV Energy, Inc. MWH · Entity 3900 SaleSOLV Energy Management Holdings LP Units · Derivative 11,480 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-361501 · ownership.xml · derivative · entry 1

Forman Adam S · CIK 0001752970 · CLO & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,994

Underlying: Class A Common Stock · 11,480 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_price: (Continued from footnote 1) Upon a redemption or direct exchange of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata redemption of 11,480 MH Units held by the Reporting Person (and the corresponding (i) direct exchange of an equal number of Opco LLC Interests held by MH and (ii) the cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the sale of Class A common stock by MH.

F4 · price: Represents a price per MH Unit equal to the sale price of $27.77 per share of Class A common stock sold by MH.

F1 · derivative.exercise_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_date: (Continued from footnote 1) Upon a redemption or direct exchange of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F1 · derivative.expiration_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.expiration_date: (Continued from footnote 1) Upon a redemption or direct exchange of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · derivative.underlying_shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata redemption of 11,480 MH Units held by the Reporting Person (and the corresponding (i) direct exchange of an equal number of Opco LLC Interests held by MH and (ii) the cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the sale of Class A common stock by MH.

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June 04, 2026 Filed Jun 5, 2026 20:40 UTC SOLV Energy, Inc. MWH · Entity 3900 Disposition to issuerSOLV Energy Management Holdings LP Units · Derivative 2,722 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-259772 · ownership.xml · derivative · entry 1

Forman Adam S · CIK 0001752970 · CLO & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,474

Underlying: Class A Common Stock · 2,722 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_price: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata direct redemption for cash of 2,722 MH Units held by the Reporting Person (and the corresponding (i) surrender of an equal number of Opco LLC Interests held by MH and (ii) cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) as a result of the full exercise of the underwriters' option to purchase additional shares of Class A common stock in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering").

F4 · price: Represents a price per MH Unit equal to the public offering price in the Follow-On Offering of $36.00 per share of Class A common stock, net of underwriting discounts and commissions.

F1 · derivative.exercise_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_date: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F1 · derivative.expiration_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.expiration_date: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · derivative.underlying_shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata direct redemption for cash of 2,722 MH Units held by the Reporting Person (and the corresponding (i) surrender of an equal number of Opco LLC Interests held by MH and (ii) cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) as a result of the full exercise of the underwriters' option to purchase additional shares of Class A common stock in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering").

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June 01, 2026 Filed Jun 3, 2026 21:14 UTC SOLV Energy, Inc. MWH · Entity 3900 Disposition to issuerSOLV Energy Management Holdings LP Units · Derivative 18,148 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-255761 · ownership.xml · derivative · entry 1

Forman Adam S · CIK 0001752970 · CLO & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,196

Underlying: Class A Common Stock · 18,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_price: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata direct redemption for cash of 18,148 MH Units held by the Reporting Person (and the corresponding (i) surrender of an equal number of Opco LLC Interests held by MH and (ii) cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering").

F4 · price: Represents a price per MH Unit equal to the public offering price in the Follow-On Offering of $36.00 per share of Class A common stock, net of underwriting discounts and commissions.

F1 · derivative.exercise_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.exercise_date: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F1 · derivative.expiration_date: Pursuant to the Limited Partnership Agreement ("MH LPA") of SOLV Energy Management Holdings LP ("MH") and limited liability company agreement ("Opco LLCA") of SOLV Energy Holdings LLC ("Opco"), the Reporting Person is indirectly entitled to redeem common units of Opco ("Opco LLC Interests") held by MH for, at the Issuer's election, shares of Class A common stock of the Issuer ("Class A common stock") on a one-for-one basis or, using proceeds from a substantially contemporaneous follow-on offering or secondary offering, a cash payment equal to the price per share of the Class A common stock net of any underwriting discounts or commissions paid in such offering, in each case in accordance with the terms of the MH LPA and the Opco LLCA.

F2 · derivative.expiration_date: (Continued from footnote 1) Upon a redemption of Opco LLC Interests by MH, an equal number of shares of Class B common stock of the Issuer held by MH will be surrendered to and cancelled by the Issuer for no additional consideration, and an equal number of limited partnership units in MH ("MH Units") held by the Reporting Person will be cancelled by MH. In accordance with the MH LPA, each share of Class B common stock held by MH entitles the Reporting Person to one vote per share but carries no economic rights. Opco LLC Interests and MH Units do not have an expiration date.

F3 · derivative.underlying_shares: In accordance with the terms of the MH LPA and Opco LLCA, represents the required, automatic and non-discretionary pro rata direct redemption for cash of 18,148 MH Units held by the Reporting Person (and the corresponding (i) surrender of an equal number of Opco LLC Interests held by MH and (ii) cancellation of an equal number of shares of Class B common stock of the Issuer held by MH) in connection with the public offering of Class A common stock by affiliates of American Securities LLC and the Issuer pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296238), of the Issuer (the "Follow-On Offering").

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January 31, 2025 Filed Jan 31, 2025 20:03 UTC EnLink Midstream, LLC ENLC · Entity 11729 Disposition to issuerCommon Units 126,905 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-008244 · tm255074-9_4seq1.xml · nonDerivative · entry 1

Forman Adam S · CIK 0001752970 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 24, 2024 (the "Merger Agreement"), by and among EnLink Midstream, LLC ("EnLink"), ONEOK, Inc. ("ONEOK"), Elk Merger Sub I, L.L.C. ("Merger Sub I"), a direct, wholly-owned subsidiary of ONEOK, Elk Merger Sub II, L.L.C., a direct, wholly-owned subsidiary of ONEOK, and EnLink Midstream Manager, LLC, the managing member of EnLink, each common unit representing limited liability company interests in EnLink ("EnLink Unit") issued and outstanding immediately prior to the effective time of the merger between EnLink and Merger Sub I (the "First Merger Effective Time"), was converted into the right to receive 0.1412 shares of ONEOK common stock ("ONEOK Common Stock" and such ratio, the "Exchange Ratio"). On January 31, 2025, the closing price of one share of ONEOK Common Stock was $97.17.

F2 · price: Additionally, pursuant to the Merger Agreement, each restricted incentive unit of EnLink ("EnLink RIU Award") that was outstanding immediately prior to the First Merger Effective Time was assumed by ONEOK and converted into a time-based restricted stock unit award of ONEOK equal to the product obtained by multiplying (x) the number of EnLink Units subject to such EnLink RIU Award immediately prior to the First Merger Effective Time multiplied by (y) the Exchange Ratio, rounded up or down to the nearest whole share of ONEOK Common Stock and otherwise subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such EnLink RIU Award immediately prior to the First Merger Effective Time.

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December 27, 2024 Filed Dec 30, 2024 19:41 UTC EnLink Midstream, LLC ENLC · Entity 11729 Tax withholdingCommon Units 6,042 $14.27 $86,219.34
Disclosure

SEC source: 0001104659-24-132600 · tm2432244-1_4seq1.xml · nonDerivative · entry 1

Forman Adam S · CIK 0001752970 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,905

F1 · shares: Number of Units forfeited for payment of taxes upon vesting of Restricted Incentive Units.

F2 · shares: The Restricted Incentive Units that vested on December 27, 2024 were initially scheduled to vest on January 1, 2025; the vesting date of such RIUs was accelerated in order to mitigate impacts that could arise under Section 280G of the Internal Revenue Code of 1986, as amended.

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September 01, 2024 Filed Sep 4, 2024 20:35 UTC EnLink Midstream, LLC ENLC · Entity 11729 Tax withholdingCommon Units 13,117 $14.36 $188,360.12
Disclosure

SEC source: 0001104659-24-097003 · tm2423352-1_4seq1.xml · nonDerivative · entry 1

Forman Adam S · CIK 0001752970 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,947

F1 · shares: Number of Units forfeited for payment of taxes upon vesting of previously awarded Restricted Incentive Units.

Read SEC document
February 19, 2024 Filed Feb 21, 2024 19:05 UTC EnLink Midstream, LLC ENLC · Entity 11729 GrantCommon Units 46,064 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-026165 · tm245052-6_4seq1.xml · nonDerivative · entry 1

Forman Adam S · CIK 0001752970 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,064

F1 · kind: This is a grant of restricted incentive units under the Company's long-term incentive plan, of which 33% are scheduled to vest on January 1, 2025, 33% are scheduled to vest on January 1, 2026, and the remaining units are scheduled to vest on January 1, 2027.

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September 18, 2023 Filed Sep 20, 2023 20:03 UTC EnLink Midstream, LLC ENLC · Entity 11729 GrantCommon Units 100,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-102483 · tm2326315-2_4seq1.xml · nonDerivative · entry 1

Forman Adam S · CIK 0001752970 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

F1 · kind: This is a grant of restricted incentive units under the Company's long-term incentive plan, of which 33% are scheduled to vest on September 1, 2024, 33% are scheduled to vest on September 1, 2025, and the remaining units are scheduled to vest on September 1, 2026.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.