Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Berry Corp (bry)BRY · Entity 71163 | Director | March 01, 2023 | March 03, 2023 |
| INFINITY NATURAL RESOURCES, INC.INR · Entity 5987 | EVP and CFO | September 24, 2026 | September 28, 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.
Berry Corp (bry)
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 390,040 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 41,863 · Balance 407,665 F1: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person. Row 2 · 2023-03-01 · Tax withholding · Disposed 17,625 · Balance 390,040 |
| Restricted Stock Units 2020SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Exercise / conversion · Disposed 41,863 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person.
INFINITY NATURAL RESOURCES, INC.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,316 |
Ending reported balance
After 2026-09-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-24 · Purchase · Acquired 22,000 · Balance 22,000 F1: The price reported in Column 4 is a weighted average price. These shares of Class A common stock were purchased by the Reporting Person in multiple transactions at prices ranging from $13.31 to $13.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote (1) to this Form 4. Row 2 · 2026-09-25 · Purchase · Acquired 316 · Balance 22,316 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares of Class A common stock were purchased by the Reporting Person in multiple transactions at prices ranging from $13.31 to $13.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote (1) to this Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Seventy Seven Energy Inc.
Report date April 20, 2017 · Filed April 20, 2017
Section 16 reporting ended · disclosed 2017-04-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-20 transaction · row 1
1 source rowRow 1 · 2017-04-20 · Disposition to issuer · Disposed 241,809 · Balance 0 F1: Pursuant to the Agreement, (i) at the effective time of the Merger, 76,809 shares of common stock of the Issuer were each converted into the right to receive the Merger Consideration and (ii) immediately prior to the Merger, 165,000 restricted stock units vested and were each converted into the right to receive, less applicable tax withholdings, the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement, (i) at the effective time of the Merger, 76,809 shares of common stock of the Issuer were each converted into the right to receive the Merger Consideration and (ii) immediately prior to the Merger, 165,000 restricted stock units vested and were each converted into the right to receive, less applicable tax withholdings, the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| October 02, 2018 Filed Oct 4, 2018 21:07 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-002332 · form.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · Director · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $13 per share for 30 consecutive trading days during the applicable performance period. Read SEC document |
| October 02, 2018 Filed Oct 18, 2018 22:07 UTC Amendment | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 20,875 | $17.93 | $374,288.75 |
DisclosureSEC source: 0001246360-18-002362 · form.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · Director · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,125 F1 · price: This Form 4/A is filed to correct the reported price at which shares were withheld for taxes. Read SEC document |
| August 28, 2018 Filed Aug 29, 2018 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | GrantCommon Stock | 34,000 | $15.97 | $542,980.00 |
DisclosureSEC source: 0001246360-18-002122 · form.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · Director · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,000 F1 · kind: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions. Read SEC document |
| April 20, 2017 Filed Apr 20, 2017 21:32 UTC | Seventy Seven Energy Inc. NONE · Entity 176831 | Disposition to issuerCommon Stock | 241,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-010651 · doc4.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement, (i) at the effective time of the Merger, 76,809 shares of common stock of the Issuer were each converted into the right to receive the Merger Consideration and (ii) immediately prior to the Merger, 165,000 restricted stock units vested and were each converted into the right to receive, less applicable tax withholdings, the Merger Consideration. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:41 UTC | Seventy Seven Energy Inc. SVNT · Entity 176831 | Tax withholdingCommon Stock | 7,747 | $42.73 | $331,029.31 |
DisclosureSEC source: 0000899243-17-009274 · doc4.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,809 F1 · shares: Reflects shares that were withheld for payment of required withholding taxes upon the vesting of a portion of a previously reported restricted stock unit award. Read SEC document |
| December 31, 2016 Filed Jan 11, 2017 00:44 UTC | Seventy Seven Energy Inc. SVNT · Entity 176831 | Tax withholdingCommon Stock | 7,747 | $45.00 | $348,615.00 |
DisclosureSEC source: 0000899243-17-001055 · doc4.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,556 Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 20:38 UTC | Seventy Seven Energy Inc. SVNT · Entity 176831 | Tax withholdingCommon Stock | 23,070 | $17.31 | $399,341.70 |
DisclosureSEC source: 0000899243-16-030117 · doc4.xml · nonDerivative · entry 2 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,303 Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 20:38 UTC | Seventy Seven Energy Inc. SVNT · Entity 176831 | GrantCommon Stock | 264,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030117 · doc4.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,373 Read SEC document |
| August 01, 2016 Filed Sep 27, 2016 20:16 UTC Amendment | Seventy Seven Energy Inc. SVNT · Entity 176831 | GrantCommon Stock | 16,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030105 · doc4a.xml · nonDerivative · entry 1 Baetz Cary D · CIK 0001331940 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,373 F1 · kind: Received on August 1, 2016 pursuant to the Confirmation Order issued by the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court") on July 14, 2016 and the Plan of Reorganization approved by the Bankruptcy Court. F2 · shares: These shares were omitted from the reporting person's original Form 4. 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.