Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EOG RESOURCES INCEOG · Entity 1344 | President | May 09, 2024 | May 13, 2024 |
| SM Energy CoSM · Entity 3577 | Director | June 22, 2026 | June 23, 2026 |
| WILLIAMS COMPANIES, INC.WMB · Entity 175 | Director | August 05, 2026 | August 07, 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.
EOG RESOURCES INC
Report date May 09, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 164,109.385 |
Ending reported balance
After 2024-05-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-05-09 · Disposition to issuer · Disposed 863 · Balance 163,246.385 Row 2 · 2024-05-09 · Tax withholding · Disposed 841 · Balance 162,405.385 Row 3 · 2024-05-09 · Sale · Disposed 1,296 · Balance 161,109.385 Row 4 · 2024-05-09 · Exercise / conversion · Acquired 3,000 · Balance 164,109.385 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $37.44 · Expires 2027-09-28 | Direct | 3,049 |
Reported balance
After 2024-05-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-09 · Exercise / conversion · Disposed 3,000 · Balance 3,049 F1: The SARs granted became exercisable in increments of 33.3%, 33.3%, and 33.4% on each of the first three anniversaries, respectively, of the September 28, 2020 date of grant. The SARs granted became fully exercisable on September 28, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The SARs granted became exercisable in increments of 33.3%, 33.3%, and 33.4% on each of the first three anniversaries, respectively, of the September 28, 2020 date of grant. The SARs granted became fully exercisable on September 28, 2023.
SM Energy Co
Report date June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 26,564 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 9,024 · Balance 26,564 F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026.
WILLIAMS COMPANIES, INC.
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,785 |
Reported balance
After 2026-08-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 2,785 · Balance 2,785 F1: Time-based restricted stock units convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Time-based restricted stock units convert into common stock on a one-for-one basis.
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 12,096 · 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 |
|---|---|---|---|---|---|---|
| November 30, 2016 Filed Dec 1, 2016 21:00 UTC | EOG RESOURCES INC EOG · Entity 1344 | SaleCommon Stock | 200 | $102.94 | $20,588.20 |
DisclosureSEC source: 0001127602-16-068803 · form4.xml · nonDerivative · entry 4 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,719.235 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:00 UTC | EOG RESOURCES INC EOG · Entity 1344 | SaleCommon Stock | 4,700 | $102.94 | $483,836.80 |
DisclosureSEC source: 0001127602-16-068803 · form4.xml · nonDerivative · entry 3 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,919.235 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:00 UTC | EOG RESOURCES INC EOG · Entity 1344 | SaleCommon Stock | 100 | $102.95 | $10,294.50 |
DisclosureSEC source: 0001127602-16-068803 · form4.xml · nonDerivative · entry 2 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,619.235 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:00 UTC | EOG RESOURCES INC EOG · Entity 1344 | Exercise / conversionCommon Stock | 5,000 | $46.06 | $230,275.00 |
DisclosureSEC source: 0001127602-16-068803 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,719.235 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. Read SEC document |
| November 25, 2016 Filed Nov 28, 2016 21:24 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.825 | $95.98 | $271.14 |
DisclosureSEC source: 0001127602-16-068485 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,719.235 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 19:28 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.966 | $91.41 | $271.12 |
DisclosureSEC source: 0001127602-16-066889 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,716.41 Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 21:56 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.872 | $90.42 | $259.69 |
DisclosureSEC source: 0001127602-16-065747 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,713.444 Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 21:22 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.986 | $90.80 | $271.13 |
DisclosureSEC source: 0001127602-16-065561 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,710.572 Read SEC document |
| October 14, 2016 Filed Oct 17, 2016 18:01 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.87 | $94.48 | $271.16 |
DisclosureSEC source: 0001127602-16-064819 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,707.586 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 22:59 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 292.025 | $96.71 | $28,241.74 |
DisclosureSEC source: 0001127602-16-063753 · form4.xml · nonDerivative · entry 2 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,704.716 Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 22:59 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantStock Appreciation Rights · Derivative | 12,825 | $0.00 Strike: $95.05 | $0.00 |
DisclosureSEC source: 0001127602-16-063753 · form4.xml · derivative · entry 3 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,825 Underlying: Common Stock · 12,825 shares Expires 2023-09-29 F1 · derivative.exercise_date: The SARs granted will become exercisable in 25 percent increments beginning one year from the September 29, 2016 date of grant and on each of the next three grant date anniversaries. The SARs granted become fully exercisable on September 29, 2020. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 22:59 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 5,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063753 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,412.691 Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 22:51 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 2.981 | $90.97 | $271.18 |
DisclosureSEC source: 0001127602-16-062856 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,177.691 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:57 UTC | EOG RESOURCES INC EOG · Entity 1344 | GrantCommon Stock | 3.05 | $88.91 | $271.18 |
DisclosureSEC source: 0001127602-16-061909 · form4.xml · nonDerivative · entry 1 Helms Lloyd W Jr · CIK 0001576182 · EVP Exploration and Production 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,174.71 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.