Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Black Stone Minerals, L.P.BSM · Entity 4198 | Director | August 06, 2026 | August 10, 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.
Black Stone Minerals, L.P.
Report date August 06, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Eagle Gathering System Ltd. | 0 |
Reported balance
After 2026-08-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-06 · Sale · Disposed 498,343 · Balance 0 F1: The Reporting Person has indicated that Eagle Gathering System Ltd., Lacy Properties Ltd., and R. Lacy Services Ltd. Retirement Plan plan to divest their common-unit positions by year-end 2026 for estate-planning and diversification purposes; the reported sales are part of that divestment plan. |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Lacy Properties Ltd. | 646,058 |
Reported balance
After 2026-08-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-06 · Sale · Disposed 1,628,762 · Balance 646,058 F1: The Reporting Person has indicated that Eagle Gathering System Ltd., Lacy Properties Ltd., and R. Lacy Services Ltd. Retirement Plan plan to divest their common-unit positions by year-end 2026 for estate-planning and diversification purposes; the reported sales are part of that divestment plan. |
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 51,865 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 51,865 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy trust | 26,153 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 26,153 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Crain Energy Ltd. | 3,102,146 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,102,146 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy R Lacy Services Ltd. Retirement Plan | 25,152 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 25,152 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Crain Resources Ltd. | 253,195 |
Reported balance
Holding disclosure · report date 2026-08-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 253,195 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person has indicated that Eagle Gathering System Ltd., Lacy Properties Ltd., and R. Lacy Services Ltd. Retirement Plan plan to divest their common-unit positions by year-end 2026 for estate-planning and diversification purposes; the reported sales are part of that divestment plan.
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 06, 2026 Filed Aug 10, 2026 20:48 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | SaleCommon units representing limited partner interests | 1,628,762 | $13.21 | $21,515,946.02 |
DisclosureSEC source: 0001987724-26-000004 · wk-form4_1786394925.xml · nonDerivative · entry 2 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Lacy Properties Ltd. Disclosed balance after: 646,058 F1 · kind: The Reporting Person has indicated that Eagle Gathering System Ltd., Lacy Properties Ltd., and R. Lacy Services Ltd. Retirement Plan plan to divest their common-unit positions by year-end 2026 for estate-planning and diversification purposes; the reported sales are part of that divestment plan. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 20:48 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | SaleCommon units representing limited partner interests | 498,343 | $13.21 | $6,583,111.03 |
DisclosureSEC source: 0001987724-26-000004 · wk-form4_1786394925.xml · nonDerivative · entry 1 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Eagle Gathering System Ltd. Disclosed balance after: 0 F1 · kind: The Reporting Person has indicated that Eagle Gathering System Ltd., Lacy Properties Ltd., and R. Lacy Services Ltd. Retirement Plan plan to divest their common-unit positions by year-end 2026 for estate-planning and diversification purposes; the reported sales are part of that divestment plan. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 22:33 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 14,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001987724-26-000002 · wk-form4_1768516410.xml · nonDerivative · entry 1 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,865 Read SEC document |
| January 13, 2025 Filed Jan 15, 2025 22:39 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 13,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001621434-25-000034 · wk-form4_1736980780.xml · nonDerivative · entry 1 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,610 Read SEC document |
| January 11, 2024 Filed Jan 16, 2024 22:04 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 5,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001621434-24-000020 · wk-form4_1705442652.xml · nonDerivative · entry 1 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,286 Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:00 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 5,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045667 · doc4.xml · nonDerivative · entry 1 Whitehead James · CIK 0001987724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,891 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.