Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Director | May 07, 2026 | May 11, 2026 |
| Excelerate Energy, Inc.EE · Entity 3984 | Director | March 05, 2026 | March 10, 2026 |
| Kinetik Holdings Inc.KNTK · Entity 2202 | Director | August 12, 2026 | August 13, 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.
DTE ENERGY CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 3,976.9 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,230 · Balance 3,976.9 F1: 1 for 1 F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The phantom shares are immediately vested, but subject to a minimum 1-year deferral.
F3: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors.
Excelerate Energy, Inc.
Report date March 05, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,704 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 3,639 · Balance 32,704 F1: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date.
Kinetik Holdings Inc.
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 24,389 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 2,739 · Balance 24,389 F1: Represents shares of Class A Common Stock ("Common Stock") sold by the Reporting Person. F2: The price reported in Column 4 is the weighted average price. The shares of Common Stock were sold in a single transaction at a minimum and maximum price of $51.51. The Reporting Person undertakes to provide Kinetik Holdings Inc. ("Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock ("Common Stock") sold by the Reporting Person.
F2: The price reported in Column 4 is the weighted average price. The shares of Common Stock were sold in a single transaction at a minimum and maximum price of $51.51. The Reporting Person undertakes to provide Kinetik Holdings Inc. ("Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIVITAS RESOURCES, INC.
Report date January 30, 2026 · Filed January 30, 2026
Section 16 reporting ended · disclosed 2026-01-30. 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 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Disposition to issuer · Disposed 20,286 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock").
F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time.
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 12, 2026 Filed Aug 13, 2026 20:47 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | SaleClass A Common Stock | 2,739 | $51.51 | $141,085.89 |
DisclosureSEC source: 0001692787-26-000133 · wk-form4_1786654050.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,389 F1 · kind: Represents shares of Class A Common Stock ("Common Stock") sold by the Reporting Person. F2 · price: The price reported in Column 4 is the weighted average price. The shares of Common Stock were sold in a single transaction at a minimum and maximum price of $51.51. The Reporting Person undertakes to provide Kinetik Holdings Inc. ("Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 19, 2026 Filed May 20, 2026 21:02 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantDeferred Stock Units · Derivative | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001692787-26-000097 · wk-form4_1779310959.xml · derivative · entry 3 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,986 Underlying: Class A Common Stock · 288 shares Expires not disclosed F5 · derivative.exercise_price: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F6 · derivative.exercise_price: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes approximately 288 additional DSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 4 in connection with the reinvestment of dividends described herein. F5 · derivative.exercise_date: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F6 · derivative.exercise_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes approximately 288 additional DSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 4 in connection with the reinvestment of dividends described herein. F5 · derivative.expiration_date: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F6 · derivative.expiration_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes approximately 288 additional DSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 4 in connection with the reinvestment of dividends described herein. Read SEC document |
| May 19, 2026 Filed May 20, 2026 21:02 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001692787-26-000097 · wk-form4_1779310959.xml · nonDerivative · entry 2 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,128 F1 · shares: Includes a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the Reporting Person's election under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control (as defined in the Plan). F2 · shares: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the Reporting Person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above. F4 · shares: Includes an award of RSUs granted to the Reporting Person under the Company's Plan that will generally vest on January 1, 2027, subject to the Reporting Person's continued service relationship with the Company through such date and may be settled only for shares of common stock on a one-for-one basis. Read SEC document |
| May 19, 2026 Filed May 20, 2026 21:02 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 3,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001692787-26-000097 · wk-form4_1779310959.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,922 F1 · shares: Includes a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the Reporting Person's election under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control (as defined in the Plan). F2 · shares: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the Reporting Person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above. F3 · balance_after: Amount reported includes approximately 610 additional RSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 4 in connection with the reinvestment of dividends described herein. Read SEC document |
| May 07, 2026 Filed May 11, 2026 16:52 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-26-000113 · wk-form4_1778518344.xml · derivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,976.9 Underlying: Common Stock · 1,230 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 00:18 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-099074 · ownership.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,704 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| January 30, 2026 Filed Jan 30, 2026 14:50 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | Disposition to issuerCommon Stock | 20,286 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-008552 · tm264366-1_4seq1.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 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 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2 · price: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:21 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantDeferred Stock Units · Derivative | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0001692787-26-000018 · wk-form4_1767738108.xml · derivative · entry 2 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,698 Underlying: Class A Common Stock · 296 shares Expires not disclosed F3 · derivative.exercise_price: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F4 · derivative.exercise_price: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of Common Stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 296 additional DSUs acquired by Ms. Byers since the date of Ms. Byers's last Form 4 in connection with the reinvestment of dividends described herein. F3 · derivative.exercise_date: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F4 · derivative.exercise_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of Common Stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 296 additional DSUs acquired by Ms. Byers since the date of Ms. Byers's last Form 4 in connection with the reinvestment of dividends described herein. F3 · derivative.expiration_date: The Reporting Person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A Common Stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,090 vested on October 1, 2023 and 1,091 DSUs vested on January 1, 2024. Pursuant to the Reporting Person's election under the Plan, settlement of vested DSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. F4 · derivative.expiration_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of Common Stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the Reporting Person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 296 additional DSUs acquired by Ms. Byers since the date of Ms. Byers's last Form 4 in connection with the reinvestment of dividends described herein. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:21 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 4,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001692787-26-000018 · wk-form4_1767738108.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,210 F1 · shares: Includes an award of Restricted Stock Units ("RSUs") granted to the Reporting Person under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan") that will generally vest on January 1, 2027, subject to the Reporting Person's continued service relationship with the Company through such date and may be settled only for shares of Class A Common Stock on a one-for-one basis. F2 · balance_after: Includes additional 626 RSUs acquired by the Reporting Person under the Plan. Pursuant to the Reporting Person's election under the Plan, settlement of such vested RSUs has been deferred to the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company or (b) change in control. While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the Reporting Person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award. Read SEC document |
| June 04, 2025 Filed Jun 4, 2025 17:00 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 10,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001935696-25-000003 · wk-form4_1749070805.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,286 F1 · shares: Represents Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (ii) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:45 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantDeferred Stock Units · Derivative | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026924 · wk-form4_1747777528.xml · derivative · entry 3 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,402 Underlying: Class A Common Stock · 7,402 shares Expires not disclosed F5 · derivative.exercise_price: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,091 DSUs vested on October 1, 2023, and 1,090 DSUs vested on January 1, 2024. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the reporting person's termination from service with the Company. F6 · derivative.exercise_price: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the reporting person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 229 additional DSUs acquired by Ms. Byers since the date of Ms. Byers' last Form 5 in connection with the reinvestment of dividends described herein. F5 · derivative.exercise_date: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,091 DSUs vested on October 1, 2023, and 1,090 DSUs vested on January 1, 2024. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the reporting person's termination from service with the Company. F6 · derivative.exercise_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the reporting person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 229 additional DSUs acquired by Ms. Byers since the date of Ms. Byers' last Form 5 in connection with the reinvestment of dividends described herein. F5 · derivative.expiration_date: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs vested on July 1, 2023, 1,091 DSUs vested on October 1, 2023, and 1,090 DSUs vested on January 1, 2024. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the reporting person's termination from service with the Company. F6 · derivative.expiration_date: While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. The additional DSUs are subject to the same vesting schedule described above for the initial DSUs meaning that such additional DSUs are immediately vested as the initial DSUs have already fully vested and pursuant to the reporting person's election under the Plan, such vested additional DSUs will be settled at the same time as the initial DSUs subject to the award. Amount reported includes 229 additional DSUs acquired by Ms. Byers since the date of Ms. Byers' last Form 5 in connection with the reinvestment of dividends described herein. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:45 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 2,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026924 · wk-form4_1747777528.xml · nonDerivative · entry 2 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,413 F3 · shares: Includes an award of RSUs granted to the Reporting Person under the Company's Plan that will generally vest on January 1, 2026, subject to the Reporting Person's continued service relationship with the Company through such date and may be settled only for shares of Class A Common Stock on a one-for-one basis. F4 · balance_after: Amount reported includes 381 additional RSUs acquired by the reporting person since the date of the reporting person's last Form 5 in connection with the reinvestment of dividends described herein. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:45 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 3,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026924 · wk-form4_1747777528.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,293 F1 · shares: Includes a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Purusant to the Reporting Person's election under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until a change in control. F2 · shares: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the reporting person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above. Read SEC document |
| May 08, 2025 Filed May 12, 2025 18:31 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-25-000134 · wk-form4_1747074696.xml · derivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,659.63 Underlying: Common Stock · 1,180 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F3 · balance_after: Includes phantom stock acquired through the reinvestment feature under the DTE Energy Company Deferred Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:35 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 4,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034948 · ownership.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,065 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 16:44 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-24-000042 · wk-form4_1718138663.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,774 F1 · shares: Represents 4,101 Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (b) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| May 20, 2024 Filed May 21, 2024 22:00 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 3,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-063116 · ownership.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,500 F1 · shares: Represents a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the reporting person's election under the Kinetik Holdings Inc. Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the termination of the reporting person's service relationship with Kinetik Holdings Inc. (the "Company"). F2 · shares: While the RSUs remain outstanding, the reporting person will be entitled to receive an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock except that such amount will (a) be subject to the terms and conditions of the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"), and (b) be immediately vested in full and paid to the reporting person in accordance with the DRIP at the time elected by the reporting person pursuant to the reporting person's election under the Plan, as described in Note 1 above. F3 · balance_after: Amount reported includes 326 additional RSUs acquired by the reporting person since the date of the reporting person's last Form 5 in connection with the reinvestment of dividends described herein. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:03 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantPhantom Stock · Derivative | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-24-000127 · wk-form4_1714766573.xml · derivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,430 Underlying: Common Stock · 1,430 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. F2 · derivative.expiration_date: The phantom shares are immediately vested, but subject to a minimum 1-year deferral. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 23:03 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 8,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004596 · doc4.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,919 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| June 22, 2023 Filed Jun 23, 2023 16:35 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-23-000144 · wk-form4_1687538143.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · price: Grant of restricted stock. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 14:27 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-23-000071 · edgardoc.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,673 F1 · kind: Represents 4,368 Deferred Stock Units ("DSUs") granted on June 1, 2023, pursuant to the Issuer's Independent Director Compensation policy and the Issuer's Extraction Oil & Gas, Inc. 2021 Long Term Incentive Plan. The number of DSUs was determined by dividing the award value of $300,000 by $68.6881 (the volume weighted average price of a share for the 30-trading day period ending on May 31, 2023). The DSUs shall vest annually and become fully vested on the date of the 2024 annual stockholder meeting. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 10:06 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 4,003 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-025882 · ownership.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,362 F1 · shares: Represents a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the reporting person's election under the Kinetik Holdings Inc. 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the termination of the reporting person's service relationship with Kinetik Holdings Inc. (the "Company"). F2 · shares: While the RSUs remain outstanding, the reporting person will be entitled to receive an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock except that such amount will (a) be subject to the terms and conditions of the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"), and (b) be immediately vested in full and paid to the reporting person in accordance with the DRIP at the time elected by the reporting person pursuant to the reporting person's election under the Plan, as described in Note 1 above. F3 · balance_after: Amount reported includes 168 additional RSUs acquired by the reporting person since the date of the reporting person's last Form 5 in connection with the reinvestment of dividends described herein. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:30 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantDeferred Stock Units · Derivative | 4,363 | $30.94 | $134,991.22 |
DisclosureSEC source: 0000899243-23-010415 · doc4.xml · derivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,207 Underlying: Class A Common Stock · 4,363 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person received a grant of deferred stock units ("DSU") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of Kinetik Holdings Inc.'s (the "Company") Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs will vest on July 1, 2023, 1,091 DSUs will vest on October 1, 2023, and 1,090 DSUs will vest on January 1, 2024, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Kinetik Holdings Inc. 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. F2 · derivative.exercise_price: (continued from footnote 1) While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time. The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. F1 · derivative.exercise_date: The reporting person received a grant of deferred stock units ("DSU") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of Kinetik Holdings Inc.'s (the "Company") Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs will vest on July 1, 2023, 1,091 DSUs will vest on October 1, 2023, and 1,090 DSUs will vest on January 1, 2024, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Kinetik Holdings Inc. 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. F2 · derivative.exercise_date: (continued from footnote 1) While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time. The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. F1 · derivative.expiration_date: The reporting person received a grant of deferred stock units ("DSU") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of Kinetik Holdings Inc.'s (the "Company") Class A common stock. 1,091 DSUs vested on April 1, 2023, 1,091 DSUs will vest on July 1, 2023, 1,091 DSUs will vest on October 1, 2023, and 1,090 DSUs will vest on January 1, 2024, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Kinetik Holdings Inc. 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. F2 · derivative.expiration_date: (continued from footnote 1) While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time. The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. F3 · balance_after: Amount reported includes 47 additional DSUs acquired by Ms. Byers since the date of Ms. Byers' last Form 5 in connection with the reinvestment of dividends described herein. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:31 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 5,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022876 · doc4.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,580 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 16:35 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-024328 · tm237516-1_4seq1.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 F1 · kind: Represents 1,305 Deferred Stock Units granted on February 22, 2023, pursuant to the Issuer's Independent Director Compensation Program and the Issuer's Bonanza Creek Energy, Inc. 2021 Long Term Incentive Plan. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:38 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantDeferred Stock Units · Derivative | 1,723 | $34.92 | $60,167.16 |
DisclosureSEC source: 0000899243-22-026585 · doc4.xml · derivative · entry 2 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,723 Underlying: Class A Common Stock · 1,723 shares Expires not disclosed F3 · derivative.exercise_price: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 756 DSUs will vest on October 1, 2022 and 967 DSUs will vest on January 1, 2023, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. F4 · derivative.exercise_price: (continued from footnote 3) The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. F3 · derivative.exercise_date: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 756 DSUs will vest on October 1, 2022 and 967 DSUs will vest on January 1, 2023, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. F4 · derivative.exercise_date: (continued from footnote 3) The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. F3 · derivative.expiration_date: The reporting person received a grant of deferred stock units ("DSUs") in lieu of director cash compensation. Once vested, each DSU represents a contingent right to receive an amount in cash equal to the value of one share of the Company's Class A common stock. 756 DSUs will vest on October 1, 2022 and 967 DSUs will vest on January 1, 2023, so long as the reporting person continuously provides services to the Company from the date of grant through each vesting date. Pursuant to the reporting person's election under the Plan, settlement of vested DSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with the Company. While the DSUs remain outstanding, an amount equal to the dividends that would have been paid on the DSUs had they been in the form of common stock will be reinvested into additional DSUs based on the same amount at which dividends are reinvested pursuant to the DRIP. F4 · derivative.expiration_date: (continued from footnote 3) The additional DSUs will be subject to the same vesting schedule described above for the initial DSUs and, pursuant to the reporting person's election under the Plan, any additional DSUs that become vested will be settled at the same time as the initial DSUs subject to the award. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 20:38 UTC | Kinetik Holdings Inc. KNTK · Entity 2202 | GrantClass A Common Stock | 3,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-026585 · doc4.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060 F1 · shares: Represents a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the reporting person's election under the Kinetik Holdings Inc. 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the earliest to occur of a Change of Control (as defined in the Plan) or the reporting person's termination from service with Kinetik Holdings Inc. (the "Company"). F2 · shares: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and, pursuant to the reporting person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 23:08 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 4,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001935696-22-000005 · primary_doc.xml · nonDerivative · entry 2 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798 F2 · kind: Represents a pro-rated annual grant of restricted stock units (the "Annual RSUs") as compensation for the Reporting Person's service on the Issuer's board of directors. Each Annual RSU represents the right to receive one share of Class A common stock of the Issuer. The Annual RSUs vest in full on the first anniversary of the grant date. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 23:08 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 6,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001935696-22-000005 · primary_doc.xml · nonDerivative · entry 1 Byers Deborah L · CIK 0001935696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,092 F1 · kind: Represents an initial grant of restricted stock units ("Initial RSUs") as compensation for the Reporting Person's service on the Issuer's board of directors. Each Initial RSU represents the right to receive one share of Class A common stock of the Issuer. The Initial RSUs vest ratably on the first three anniversaries of the grant date. 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.