Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank7 Corp.BSVN · Entity 5480 | Director | July 29, 2026 | July 30, 2026 |
| EXPAND ENERGY CorpCHKAQ · Entity 3213 | SVP & Chief Accounting Officer | September 30, 2020 | October 02, 2020 |
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.
Bank7 Corp.
Report date July 29, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 6,741 |
Reported balance
After 2026-07-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-29 · Grant · Acquired 866 · Balance 6,741 F1: Includes 866 restricted stock units that vest on July 29, 2027. |
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Trust | 1,000 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 F2: Mr. Buergler is the co-trustee of The KLB Revocable Family Trust dated October 12, 2017 (the "Trust") and shares voting and dispositive power over the shares held by the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 866 restricted stock units that vest on July 29, 2027.
F2: Mr. Buergler is the co-trustee of The KLB Revocable Family Trust dated October 12, 2017 (the "Trust") and shares voting and dispositive power over the shares held by the Trust.
EXPAND ENERGY Corp
Report date September 30, 2020 · Filed October 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2 |
Reported balance
After 2020-09-30 transaction · row 1
1 source rowRow 1 · 2020-09-30 · Sale · Disposed 591 · Balance 2 |
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 |
|---|---|---|---|---|---|---|
| July 29, 2026 Filed Jul 30, 2026 20:01 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-26-000042 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,741 F1 · balance_after: Includes 866 restricted stock units that vest on July 29, 2027. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:46 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-25-000039 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,875 F1 · balance_after: Includes 1,000 restricted stock units that vest on February 15, 2026. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 14:17 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-24-000026 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,875 F1 · balance_after: Includes 1,125 restricted stock units that vest on February 15, 2025. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 19:56 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003252 · doc1.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · balance_after: Includes 1,000 restricted stock units that vest on February 15, 2024. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 20:18 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-21-000071 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,750 F1 · balance_after: Includes 750 restricted stock units that vest on December 17, 2022 F2 · balance_after: Includes 1,250 restricted stock units that vest on Janunary 4, 2022. F3 · balance_after: Includes 500 restricted stock units. The original grant of 750 restricted stock units vests in three equal installments on January 6, 2021, 2022, and 2023. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 14:31 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-21-000018 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Includes 1,250 restricted stock units that will vest on January 4, 2022. F1 · balance_after: Includes 1,250 restricted stock units that will vest on January 4, 2022. F2 · balance_after: Includes 750 restricted stock units that will vest in three equal installments on January 6, 2021, 2022, and 2023. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 22:06 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 591 | $4.20 | $2,479.84 |
DisclosureSEC source: 0000895126-20-000162 · wf-form4_160167637707217.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 Read SEC document |
| September 25, 2020 Filed Sep 30, 2020 00:14 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 353 | $4.36 | $1,539.79 |
DisclosureSEC source: 0000895126-20-000152 · wf-form4_160142482676020.xml · nonDerivative · entry 4 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Read SEC document |
| September 25, 2020 Filed Sep 30, 2020 00:14 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 943 | $4.36 | $4,113.37 |
DisclosureSEC source: 0000895126-20-000152 · wf-form4_160142482676020.xml · nonDerivative · entry 3 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 Read SEC document |
| May 05, 2020 Filed Sep 30, 2020 00:14 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 694 | $0.00 Strike: $602.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000152 · wf-form4_160142482676020.xml · derivative · entry 6 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 694 shares Expires 2028-03-19 F3 · date: Reflects an adjustment to the Reporting Person's non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F3 · shares: Reflects an adjustment to the Reporting Person's non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4 · derivative.underlying_shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. Read SEC document |
| May 05, 2020 Filed Sep 30, 2020 00:14 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerNon-Qualified Stock Option (right to buy) · Derivative | 118 | $0.00 Strike: $1,090.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000152 · wf-form4_160142482676020.xml · derivative · entry 5 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 118 shares Expires 2027-03-15 F3 · date: Reflects an adjustment to the Reporting Person's non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F3 · shares: Reflects an adjustment to the Reporting Person's non-qualified stock options, including the exercise price and number of underlying common shares, resulting from the Issuer's 1-for-200 reverse stock split effective as of April 14, 2020. F4 · derivative.underlying_shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding non-qualified stock options. Read SEC document |
| May 05, 2020 Filed Sep 30, 2020 00:14 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerCommon Stock | 5,811 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000152 · wf-form4_160142482676020.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,536 F1 · shares: Reflects the forfeiture of 100% of the Reporting Person's outstanding restricted stock units, as disclosed in the Issuer's Current Report on Form 8-K filed with the SEC on May 8, 2020. F2 · balance_after: Reflects the effect of a 1-for-200 reverse stock split effective as of April 14, 2020, as disclosed in the Issuer's Form 10-K/A filed with the SEC on April 29, 2020 and in other SEC filings. Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 22:01 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 8,126 | $0.19 | $1,543.94 |
DisclosureSEC source: 0000895126-20-000091 · wf-form4_158474164416300.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469,644 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 22:20 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 1,352 | $0.30 | $405.60 |
DisclosureSEC source: 0000895126-20-000081 · wf-form4_158439721530075.xml · nonDerivative · entry 2 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,477,770 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 15, 2020 Filed Mar 16, 2020 22:20 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000081 · wf-form4_158439721530075.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479,122 Read SEC document |
| March 07, 2020 Filed Mar 9, 2020 20:17 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 19,765 | $0.22 | $4,348.30 |
DisclosureSEC source: 0000895126-20-000071 · wf-form4_158378501212936.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,122 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 21:11 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 69,745 | $0.54 | $37,557.68 |
DisclosureSEC source: 0000895126-20-000047 · wf-form4_158050505652950.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,887 F1 · shares: Reflects shares withheld by the Issuer to satisfy tax withholding obligations in connection with the distribution of shares pursuant to the Issuer's Deferred Compensation Plan, which was terminated on January 29, 2020. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 20:03 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantCommon stock, par value $0.01 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-20-000022 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 F1 · shares: Includes 750 restricted stock units that will vest in three equal installments on January 6, 2021, 2022, and 2023. F1 · balance_after: Includes 750 restricted stock units that will vest in three equal installments on January 6, 2021, 2022, and 2023. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:11 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 160,411 | $0.83 | $132,435.32 |
DisclosureSEC source: 0000895126-20-000008 · wf-form4_157808586880688.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,632 Read SEC document |
| November 14, 2019 Filed Nov 14, 2019 22:07 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | PurchaseCommon Stock | 70,681 | $0.71 | $50,056.28 |
DisclosureSEC source: 0000895126-19-000230 · wf-form4_157376925050647.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 70,681 Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:11 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 1,307 | $1.41 | $1,842.87 |
DisclosureSEC source: 0000895126-19-000202 · wf-form4_156996066209183.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,221 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 20:36 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 8,126 | $3.16 | $25,678.16 |
DisclosureSEC source: 0000895126-19-000113 · wf-form4_155320058611516.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,528 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:11 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 1,353 | $2.97 | $4,018.41 |
DisclosureSEC source: 0000895126-19-000101 · wf-form4_155293989278429.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,654 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 13, 2019 Filed Mar 13, 2019 19:17 UTC | Bank7 Corp. BSVN · Entity 5480 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $15.74 | $15,740.00 |
DisclosureSEC source: 0001746129-19-000003 · form4.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,000 F1 · ownership.nature: William M. Buergler is the co-trustee of The KLB Revocable Family Trust Dated October 12, 2017 and shares voting and dispositive power over the shares held by The KLB Revocable Family Trust Dated October 12, 2017. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:59 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 202,021 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-19-000088 · wf-form4_155234514946670.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,007 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:37 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 57,387 | $2.10 | $120,512.70 |
DisclosureSEC source: 0000895126-19-000009 · wf-form4_154655145409235.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,986 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:19 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 1,306 | $4.49 | $5,863.94 |
DisclosureSEC source: 0000895126-18-000228 · wf-form4_153851514647255.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,599 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 23:33 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 138,889 | $0.00 Strike: $3.01 | $0.00 |
DisclosureSEC source: 0000895126-18-000085 · wf-form4_152167522398749.xml · derivative · entry 2 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,889 Underlying: Common Stock · 138,889 shares Expires 2028-03-19 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 19, 2019, the first anniversary of the grant date. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 23:33 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 83,057 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-18-000085 · wf-form4_152167522398749.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,905 Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:02 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 2,506 | $3.02 | $7,568.12 |
DisclosureSEC source: 0000895126-18-000072 · wf-form4_152148972760360.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,848 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:05 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 21,840 | $3.96 | $86,486.40 |
DisclosureSEC source: 0000895126-18-000006 · wf-form4_151501712369159.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,354 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:25 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | Tax withholdingCommon Stock | 1,440 | $4.30 | $6,192.00 |
DisclosureSEC source: 0000895126-17-000282 · wf-form4_150706232901521.xml · nonDerivative · entry 1 BUERGLER WILLIAM M · CIK 0001715834 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,514 F1 · shares: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock award. 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.