Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EV Energy Partners, LPEVEP · Entity 171367 | Director | January 15, 2017 | January 18, 2017 |
| PLAINS ALL AMERICAN PIPELINE LPPAA · Entity 3291 | Director | January 07, 2025 | January 10, 2025 |
| PLAINS GP HOLDINGS LPPAGP · Entity 3737 | Director | August 13, 2026 | August 17, 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.
EV Energy Partners, LP
Report date January 15, 2017 · Filed January 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitSEC Table I · non-derivative | Indirectby EnCap V-B Acquisitions, L.P. | 414,280 |
Reported balance
After 2017-01-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-01-15 · Exercise / conversion · Acquired 2,148 · Balance 414,280 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Common UnitSEC Table I · non-derivative | Indirectby EnCap Energy Capital Fund V, L.P. | 523,666 |
Reported balance
After 2017-01-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-01-15 · Exercise / conversion · Acquired 2,714 · Balance 523,666 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap V-B Acquisitions, L.P. | 0 |
Reported balance
After 2017-01-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-15 · Exercise / conversion · Disposed 248 · Balance 0 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap V-B Acquisitions, L.P. | 188 |
Reported balance
After 2017-01-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-01-15 · Exercise / conversion · Disposed 188 · Balance 188 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap V-B Acquisitions, L.P. | 662 |
Reported balance
After 2017-01-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-01-15 · Exercise / conversion · Disposed 331 · Balance 662 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap V-B Acquisitions, L.P. | 4,143 |
Reported balance
After 2017-01-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-01-15 · Exercise / conversion · Disposed 1,381 · Balance 4,143 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap Energy Capital Fund V, L.P. | 0 |
Reported balance
After 2017-01-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-01-15 · Exercise / conversion · Disposed 314 · Balance 0 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap Energy Capital Fund V, L.P. | 237 |
Reported balance
After 2017-01-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-01-15 · Exercise / conversion · Disposed 237 · Balance 237 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap Energy Capital Fund V, L.P. | 838 |
Reported balance
After 2017-01-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-01-15 · Exercise / conversion · Disposed 419 · Balance 838 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2017-01-15 | Indirectby EnCap Energy Capital Fund V, L.P. | 5,233 |
Reported balance
After 2017-01-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-01-15 · Exercise / conversion · Disposed 1,744 · Balance 5,233 F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date. F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit was the economic equivalent of one EVEP common unit at the close of business on the vesting date.
F2: Mr. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities.
PLAINS ALL AMERICAN PIPELINE LP
Report date January 07, 2025 · Filed January 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Convertible Preferred UnitsSEC Table II · derivative / convertible security | IndirectBy EnCap Flatrock Midstream Fund III, L.P. | 0 |
Reported balance
After 2025-01-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-07 · Disposition to issuer · Disposed 12,678,560 · Balance 0 F1: On January 7, 2025, the Issuer entered into a Unit Repurchase Agreement with EnCap Flatrock Midstream Fund III, L.P. ("EFM III"), whereby the Issuer agreed to purchase 12,678,560 Series A Convertible Preferred Units representing limited partner interests in the Issuer (the "Preferred Units") from EFM III. The Preferred Units will be purchased at "par" ($26.25) for a total purchase price of USD $332,812,200, plus accrued unpaid distributions through January 30, 2025 of $10,400,476 (for total consideration of $343,212,676). The transaction is expected to close by the end of January 2025. F2: The Preferred Units are perpetual in nature and have no expiration date. F3: These securities were directly held by EFM III. Gary R. Petersen was previously deemed the beneficial owner of securities held by EFM III by virtue of being a member of EnCap Partners, LLC, which indirectly controlled EFM III. As the result of an internal reorganization, Mr. Petersen no longer has the power to direct the voting or disposition of the securities held by EFM III and, therefore, is no longer deemed the beneficial owner of such securities. Mr. Petersen disclaims beneficial ownership of the securities held by EFM III. F4: In addition, the Reporting Person previously reported beneficial ownership of 12,678,560 Series A Convertible Preferred Units representing limited partner interests in the Issuer that are directly held by EnCap Energy Capital Fund X, L.P. ("EnCap Fund X"). Mr. Petersen was previously deemed the beneficial owner of securities held by EnCap Fund X by virtue of being a member of EnCap Partners, LLC, which indirectly controlled EnCap Fund X. As the result of an internal reorganization, Mr. Petersen no longer has the power to direct the voting or disposition of the securities held by EnCap Fund X and, therefore, is no longer deemed the beneficial owner of such securities. Mr. Petersen disclaims beneficial ownership of the securities held by EnCap Fund X. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 7, 2025, the Issuer entered into a Unit Repurchase Agreement with EnCap Flatrock Midstream Fund III, L.P. ("EFM III"), whereby the Issuer agreed to purchase 12,678,560 Series A Convertible Preferred Units representing limited partner interests in the Issuer (the "Preferred Units") from EFM III. The Preferred Units will be purchased at "par" ($26.25) for a total purchase price of USD $332,812,200, plus accrued unpaid distributions through January 30, 2025 of $10,400,476 (for total consideration of $343,212,676). The transaction is expected to close by the end of January 2025.
F2: The Preferred Units are perpetual in nature and have no expiration date.
F3: These securities were directly held by EFM III. Gary R. Petersen was previously deemed the beneficial owner of securities held by EFM III by virtue of being a member of EnCap Partners, LLC, which indirectly controlled EFM III. As the result of an internal reorganization, Mr. Petersen no longer has the power to direct the voting or disposition of the securities held by EFM III and, therefore, is no longer deemed the beneficial owner of such securities. Mr. Petersen disclaims beneficial ownership of the securities held by EFM III.
F4: In addition, the Reporting Person previously reported beneficial ownership of 12,678,560 Series A Convertible Preferred Units representing limited partner interests in the Issuer that are directly held by EnCap Energy Capital Fund X, L.P. ("EnCap Fund X"). Mr. Petersen was previously deemed the beneficial owner of securities held by EnCap Fund X by virtue of being a member of EnCap Partners, LLC, which indirectly controlled EnCap Fund X. As the result of an internal reorganization, Mr. Petersen no longer has the power to direct the voting or disposition of the securities held by EnCap Fund X and, therefore, is no longer deemed the beneficial owner of such securities. Mr. Petersen disclaims beneficial ownership of the securities held by EnCap Fund X.
PLAINS GP HOLDINGS LP
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 75,544 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Exercise / conversion · Acquired 7,400 · Balance 75,544 |
| Phantom Class A SharesSEC Table II · derivative / convertible security · Expires 2026-08-14 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-14 · Exercise / conversion · Disposed 7,400 · Balance 0 F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2: One Class A share is deliverable for each Phantom Class A share that vests. |
| Phantom Class A SharesSEC Table II · derivative / convertible security | Direct | 6,150 |
Reported balance
After 2026-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-13 · Grant · Acquired 6,150 · Balance 6,150 F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash). F2: One Class A share is deliverable for each Phantom Class A share that vests. F3: Upon termination of service as director, other than because of death, disability or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Class A shares granted under Long-Term Incentive Plan (includes associated dividend equivalent rights payable in cash).
F2: One Class A share is deliverable for each Phantom Class A share that vests.
F3: Upon termination of service as director, other than because of death, disability or retirement.
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 |
|---|---|---|---|---|---|---|
| December 08, 2016 Filed Dec 13, 2016 02:11 UTC | EV Energy Partners, LP EVEP · Entity 171367 | GrantPhantom Unit · Derivative | 7,396 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-035345 · doc4.xml · derivative · entry 1 PETERSEN GARY R · CIK 0001181757 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By EnCap Energy Capital Fund V, L.P. Disclosed balance after: 7,396 Underlying: Common Units · 7,396 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_date: The Phantom Units will vest 25% on January 15, 2018, January 15, 2019, January 15, 2020 and January 15, 2021. F2 · derivative.expiration_date: The Phantom Units will vest 25% on January 15, 2018, January 15, 2019, January 15, 2020 and January 15, 2021. F3 · ownership.direct: Gary R. Petersen may be deemed the beneficial owner of securities held by EnCap Energy Capital Fund V, L.P. and EnCap V-B Acquisitions, L.P. by virtue of being a member of EnCap Partners, LLC, which is the managing member of EnCap Investments Holdings, LLC, which is the sole member of EnCap Investments GP, L.L.C., the general partner of EnCap Investments L.P., the general partner of EnCap Equity Fund V GP, L.P., (i) the general partner of EnCap Energy Capital Fund V, L.P., and (ii) the general partner of EnCap Energy Capital Fund V-B, L.P., the sole member of EnCap V-B Acquisitions GP, LLC, the general partner of EnCap V-B Acquisitions, L.P. Mr. Petersen disclaims beneficial ownership in excess of his pecuniary interest in such securities. 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.