Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CTS CORPCTS · Entity 4654 | Director | November 05, 2020 | November 06, 2020 |
| Cheniere Energy, Inc.LNG · Entity 3001 | Director | May 14, 2026 | May 15, 2026 |
| EVgo Inc.EVGO · Entity 5642 | Director | July 26, 2021 | July 28, 2021 |
| Karbon Capital Partners Corp.KBONU · Entity 5555 | Director | December 10, 2025 | December 20, 2025 |
| Midstream Co LLCETRN · Entity 88825 | Director | April 01, 2023 | April 04, 2023 |
| TXNM ENERGY INCTXNM · Entity 3794 | Director · EXECUTIVE CHAIR | August 14, 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.
CTS CORP
Report date November 05, 2020 · Filed November 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,420 |
Reported balance
After 2020-11-05 transaction · row 1
1 source rowRow 1 · 2020-11-05 · Grant · Acquired 4,200 · Balance 82,420 F1: Time based shares vesting on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Time based shares vesting on the first anniversary of the grant date.
Cheniere Energy, Inc.
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,873 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,391 · Balance 11,873 F1: These shares were issued as a deferred stock unit grant and therefore no consideration was given by the Reporting Person. Each deferred stock unit represents the right to receive one share of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued as a deferred stock unit grant and therefore no consideration was given by the Reporting Person. Each deferred stock unit represents the right to receive one share of the Company's common stock.
EVgo Inc.
Report date July 26, 2021 · Filed July 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,962 |
Reported balance
After 2021-07-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-26 · Grant · Acquired 11,962 · Balance 11,962 F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. F2: The RSUs vest in full on July 31, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") awarded under the Issuer's 2021 Long Term Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.
F2: The RSUs vest in full on July 31, 2022.
Karbon Capital Partners Corp.
Report date December 10, 2025 · Filed December 20, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
This filing explicitly reported no securities owned.
Midstream Co LLC
Report date April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 93,725 |
Reported balance
After 2023-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-01 · Grant · Acquired 5,190 · Balance 93,725 F1: Each deferred stock unit is the economic equivalent of one share of common stock. F2: Deferred stock units represent compensation that is deferred until termination of service as a director. F3: Represents deferred stock units that will be settled in common stock in connection with the Reporting Person's deferral of director fees. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is the economic equivalent of one share of common stock.
F2: Deferred stock units represent compensation that is deferred until termination of service as a director.
F3: Represents deferred stock units that will be settled in common stock in connection with the Reporting Person's deferral of director fees.
TXNM ENERGY INC
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock SharesSEC Table II · derivative / convertible security | IndirectTXNM Common Stock Fund - TXNM Energy, Inc. Executive Savings Plan II | 98,591 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 739 · Balance 98,591 F1: The security converts to common stock on a one-for-one basis. F2: Reflects the amount of phantom stock shares acquired under the TXNM Energy, Inc. Executive Savings Plan II through notational dividend reinvestment on the cash dividend payment date of August 14, 2026. F3: The phantom stock shares were acquired under the TXNM Energy, Inc. Executive Savings Plan II, and will settle upon the Reporting Person's retirement or other termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: The security converts to common stock on a one-for-one basis.
F2: Reflects the amount of phantom stock shares acquired under the TXNM Energy, Inc. Executive Savings Plan II through notational dividend reinvestment on the cash dividend payment date of August 14, 2026.
F3: The phantom stock shares were acquired under the TXNM Energy, Inc. Executive Savings Plan II, and will settle upon the Reporting Person's retirement or other termination of service.
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 |
|---|---|---|---|---|---|---|
| March 03, 2017 Filed Mar 7, 2017 18:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantRestricted Stock Rights · Derivative | 13,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-001150 · primarydocument.xml · derivative · entry 7 COLLAWN PATRICIA K · CIK 0001083786 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,180 Underlying: Common Stock · 13,884 shares Expires not disclosed F7 · derivative.exercise_price: Each restricted stock right represents a contingent right to receive one share of PNM Resources, Inc. common stock. F8 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning one year from March 7, 2017. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends). F8 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning one year from March 7, 2017. Vested shares will be delivered to the reporting person on the applicable vesting dates (or, if the company is in a blackout period under its insider trading policy on any vesting date, at a later date after such blackout period ends). Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 18:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | Tax withholdingCommon Stock | 58,595 | $36.30 | $2,126,998.50 |
DisclosureSEC source: 0001562180-17-001150 · primarydocument.xml · nonDerivative · entry 2 COLLAWN PATRICIA K · CIK 0001083786 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,131 F2 · security: Represents shares withheld by PNM Resources, Inc. to satisfy the tax withholding obligations arising in connection with the settlement of the performance share awards described in (1) above. The company utilizes a modified "share withholding" approach in connection with settling awards of performance shares, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the company's common stock that can be acquired with the after-tax value of the performance share award at the prevailing market price. Only these "net shares" are delivered to the recipient of the performance share award. F2 · price: Represents shares withheld by PNM Resources, Inc. to satisfy the tax withholding obligations arising in connection with the settlement of the performance share awards described in (1) above. The company utilizes a modified "share withholding" approach in connection with settling awards of performance shares, in which it (i) withholds (in cash) an amount to satisfy tax withholding obligations and remits such amount to the relevant tax authorities, and (ii) directs a designated broker to purchase on the open market the number of shares of the company's common stock that can be acquired with the after-tax value of the performance share award at the prevailing market price. Only these "net shares" are delivered to the recipient of the performance share award. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 18:54 UTC | TXNM ENERGY INC PNM · Entity 3794 | GrantCommon Stock | 125,069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-001150 · primarydocument.xml · nonDerivative · entry 1 COLLAWN PATRICIA K · CIK 0001083786 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,726 F1 · security: The following performance shares were earned as of December 31, 2016 and settled on March 3, 2017: (1) 25,069 shares earned for the 2014-2016 performance period and (2) 100,000 shares earned under a special performance based retention award. F1 · price: The following performance shares were earned as of December 31, 2016 and settled on March 3, 2017: (1) 25,069 shares earned for the 2014-2016 performance period and (2) 100,000 shares earned under a special performance based retention award. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:49 UTC | CTS CORP CTS · Entity 4654 | GrantCommon Stock | 5,500 | $20.00 | $110,000.00 |
DisclosureSEC source: 0000026058-16-000134 · wf-form4_147913495558143.xml · nonDerivative · entry 1 COLLAWN PATRICIA K · CIK 0001083786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,920 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.