Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Tamboran Resources CorpTBN · Entity 4716 | Director · 10% owner | May 28, 2026 | July 29, 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.
Tamboran Resources Corp
Report date May 28, 2026 · Filed July 29, 2026
Jointly reported with Sheffield Holdings, LP, Spraberry Interests, LLC, Daly Waters Energy, LP, Formentera Australia Fund I GP, LP, Formentera Investments LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 3,646,756 |
Reported balance
After 2026-05-28 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 339,500 · Balance 3,646,756 F1: The shares were issued to Sheffield Holdings, LP ("Sheffield Holdings") in exchange for common shares of Falcon Oil & Gas Ltd. ("Falcon") held by Sheffield Holdings, at an exchange ratio of 0.00687 shares of Tamboran Resources Corporation ("Tamboran") common stock for each Falcon common share, pursuant to an Arrangement Agreement, dated as of September 30, 2025, by and among Tamboran, Tamboran (Beetaloo) Pty Ltd, Tamboran Resources Investments Holding Corporation and Falcon, as amended by that certain Amending Agreement dated as of March 31, 2026, (collectively, the "Arrangement Agreement"). The Arrangement Agreement was subject to certain customary closing conditions. The closing conditions were satisfied and the Arrangement Agreement closed on May 28, 2026. No cash purchase price was paid by Sheffield Holdings for the shares of Tamboran common stock received in the exchange. F2: Represents 2,586,904 securities held directly by Sheffield Holdings, 876,197 securities held directly by Daly Waters Energy, LP ("Daly Waters"), and 183,655 securities held directly by Bryan S. Sheffield Spousal Lifetime Access Trust. Spraberry Interests, LLC ("Spraberry Interests") is the general partner of Sheffield Holdings. Bryan Sheffield is the manager of Spraberry Interests. As a result, each of Mr. Sheffield and Spraberry Interests may be deemed to share beneficial ownership of the shares held directly by Sheffield Holdings. Formentera Australia Fund I GP, LP ("Formentera Australia") is the general partner of Daly Waters. Formentera Investments LLC ("Formentera Investments") is the general partner of Formentera Australia. Bryan Sheffield is the managing member of Formentera Investments. F3: (Continued from footnote 2) As a result, each of Mr. Sheffield, Formentera Australia and Formentera Investments may be deemed to share beneficial ownership of the shares held directly by Daly Waters. Each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its or his pecuniary interest therein, if any. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to Sheffield Holdings, LP ("Sheffield Holdings") in exchange for common shares of Falcon Oil & Gas Ltd. ("Falcon") held by Sheffield Holdings, at an exchange ratio of 0.00687 shares of Tamboran Resources Corporation ("Tamboran") common stock for each Falcon common share, pursuant to an Arrangement Agreement, dated as of September 30, 2025, by and among Tamboran, Tamboran (Beetaloo) Pty Ltd, Tamboran Resources Investments Holding Corporation and Falcon, as amended by that certain Amending Agreement dated as of March 31, 2026, (collectively, the "Arrangement Agreement"). The Arrangement Agreement was subject to certain customary closing conditions. The closing conditions were satisfied and the Arrangement Agreement closed on May 28, 2026. No cash purchase price was paid by Sheffield Holdings for the shares of Tamboran common stock received in the exchange.
F2: Represents 2,586,904 securities held directly by Sheffield Holdings, 876,197 securities held directly by Daly Waters Energy, LP ("Daly Waters"), and 183,655 securities held directly by Bryan S. Sheffield Spousal Lifetime Access Trust. Spraberry Interests, LLC ("Spraberry Interests") is the general partner of Sheffield Holdings. Bryan Sheffield is the manager of Spraberry Interests. As a result, each of Mr. Sheffield and Spraberry Interests may be deemed to share beneficial ownership of the shares held directly by Sheffield Holdings. Formentera Australia Fund I GP, LP ("Formentera Australia") is the general partner of Daly Waters. Formentera Investments LLC ("Formentera Investments") is the general partner of Formentera Australia. Bryan Sheffield is the managing member of Formentera Investments.
F3: (Continued from footnote 2) As a result, each of Mr. Sheffield, Formentera Australia and Formentera Investments may be deemed to share beneficial ownership of the shares held directly by Daly Waters. Each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its or his pecuniary interest therein, if any.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Pioneer PE Holding LLC
Report date January 12, 2021 · Filed January 12, 2021
Section 16 reporting ended · disclosed 2021-01-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-12 transaction · row 1
1 source rowRow 1 · 2021-01-12 · Disposition to issuer · Disposed 8,460,080 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-01-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-01-12 · Disposition to issuer · Disposed 352,521 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Bryan S. Sheffield Spousal Lifetime Access Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-01-12 · Disposition to issuer · Disposed 948,043 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F3: Mr. Sheffield serves as the investment trustee of the Bryan S. Sheffield Spousal Lifetime Access Trust, and Mr. Sheffield and his children are beneficiaries of the Bryan S. Sheffield Spousal Lifetime Access Trust. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Sharoll M. Sheffield 2012 Irrevocable Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-01-12 · Disposition to issuer · Disposed 297,761 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F4: Mr. Sheffield's spouse serves as the investment trustee of the Sharoll M. Sheffield 2012 Irrevocable Trust, and Mr. Sheffield's spouse and children are beneficiaries of the Sharoll M. Sheffield 2012 Irrevocable Trust. |
| Class B common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-12 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2021-01-12 · Disposition to issuer · Disposed 19,515,517 · Balance 0 F5: Each share of Class B common stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. |
| Class B common stockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-01-12 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2021-01-12 · Disposition to issuer · Disposed 371,249 · Balance 0 F5: Each share of Class B common stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. |
| Class B common stockSEC Table I · non-derivative | IndirectBy Bryan S. Sheffield Spousal Lifetime Access Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2021-01-12 · Disposition to issuer · Disposed 998,406 · Balance 0 F5: Each share of Class B common stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F3: Mr. Sheffield serves as the investment trustee of the Bryan S. Sheffield Spousal Lifetime Access Trust, and Mr. Sheffield and his children are beneficiaries of the Bryan S. Sheffield Spousal Lifetime Access Trust. |
| Class B common stockSEC Table I · non-derivative | IndirectBy Sharoll M. Sheffield 2012 Irrevocable Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2021-01-12 · Disposition to issuer · Disposed 313,579 · Balance 0 F5: Each share of Class B common stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F4: Mr. Sheffield's spouse serves as the investment trustee of the Sharoll M. Sheffield 2012 Irrevocable Trust, and Mr. Sheffield's spouse and children are beneficiaries of the Sharoll M. Sheffield 2012 Irrevocable Trust. |
| Parsley Energy, LLC Membership UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-01-12 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-01-12 · Disposition to issuer · Disposed 19,515,517 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F6: Prior to the consummation of the mergers and subject to the terms of the Fourth Amended and Restated Limited Liability Company Agreement of Parsley LLC, dated July 22, 2019, by and among Parsley LLC and the members thereof, the membership units of Parsley LLC (together with a corresponding number of shares of Class B common stock) were exchangeable from time to time for Class A common stock at an exchange ratio of one share of Class A common stock for each membership unit of Parsley LLC (and the corresponding share of Class B common stock). |
| Parsley Energy, LLC Membership UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Spouse | 0 |
Reported balance
After 2021-01-12 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-01-12 · Disposition to issuer · Disposed 371,249 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F6: Prior to the consummation of the mergers and subject to the terms of the Fourth Amended and Restated Limited Liability Company Agreement of Parsley LLC, dated July 22, 2019, by and among Parsley LLC and the members thereof, the membership units of Parsley LLC (together with a corresponding number of shares of Class B common stock) were exchangeable from time to time for Class A common stock at an exchange ratio of one share of Class A common stock for each membership unit of Parsley LLC (and the corresponding share of Class B common stock). |
| Parsley Energy, LLC Membership UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Bryan S. Sheffield Spousal Lifetime Access Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-01-12 · Disposition to issuer · Disposed 998,406 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F6: Prior to the consummation of the mergers and subject to the terms of the Fourth Amended and Restated Limited Liability Company Agreement of Parsley LLC, dated July 22, 2019, by and among Parsley LLC and the members thereof, the membership units of Parsley LLC (together with a corresponding number of shares of Class B common stock) were exchangeable from time to time for Class A common stock at an exchange ratio of one share of Class A common stock for each membership unit of Parsley LLC (and the corresponding share of Class B common stock). F3: Mr. Sheffield serves as the investment trustee of the Bryan S. Sheffield Spousal Lifetime Access Trust, and Mr. Sheffield and his children are beneficiaries of the Bryan S. Sheffield Spousal Lifetime Access Trust. |
| Parsley Energy, LLC Membership UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Sharoll M. Sheffield 2012 Irrevocable Trust | 0 |
Reported balance
After 2021-01-12 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-01-12 · Disposition to issuer · Disposed 313,579 · Balance 0 F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger"); F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42. F6: Prior to the consummation of the mergers and subject to the terms of the Fourth Amended and Restated Limited Liability Company Agreement of Parsley LLC, dated July 22, 2019, by and among Parsley LLC and the members thereof, the membership units of Parsley LLC (together with a corresponding number of shares of Class B common stock) were exchangeable from time to time for Class A common stock at an exchange ratio of one share of Class A common stock for each membership unit of Parsley LLC (and the corresponding share of Class B common stock). F4: Mr. Sheffield's spouse serves as the investment trustee of the Sharoll M. Sheffield 2012 Irrevocable Trust, and Mr. Sheffield's spouse and children are beneficiaries of the Sharoll M. Sheffield 2012 Irrevocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 12, 2021, pursuant to the Agreement and Plan of Merger dated as of October 20, 2020 (as amended, the "merger agreement"), (i) a direct wholly owned subsidiary of Pioneer Natural Resources Company ("Pioneer") merged with and into Parsley Energy, Inc. ("Parsley"), with Parsley surviving the merger as a direct wholly owned subsidiary of Pioneer (the "first merger" and the surviving entity, the "surviving corporation"); (ii) simultaneously with the first merger, another direct wholly owned subsidiary of Pioneer merged with and into Parsley Energy, LLC, a majority-owned subsidiary of Parsley ("Parsley LLC"), with Parsley LLC surviving the merger as a direct and indirect wholly owned subsidiary of Pioneer (the "Opco merger");
F2: (cont'd from Footnote 1) and (iii) immediately following the first merger and the Opco merger, the surviving corporation merged with and into a third direct wholly owned subsidiary of Pioneer ("Merger Sub LLC"), with Merger Sub LLC surviving the merger as a direct wholly owned subsidiary of Pioneer (together with the first merger and the Opco merger, the "mergers"). Pursuant to the merger agreement, (i) each eligible share of Class A common stock issued and outstanding immediately prior to the effective time of the first merger was converted into the right to receive 0.1252 shares of Pioneer common stock; (ii) each unit representing membership interests in Parsley LLC was converted into the right to receive 0.1252 shares of Pioneer common stock; and (iii) each corresponding share of Class B common stock was automatically cancelled for no additional consideration. On January 11, 2021 (the day prior to the mergers), the closing price of one share of Pioneer common stock was $131.42.
F3: Mr. Sheffield serves as the investment trustee of the Bryan S. Sheffield Spousal Lifetime Access Trust, and Mr. Sheffield and his children are beneficiaries of the Bryan S. Sheffield Spousal Lifetime Access Trust.
F4: Mr. Sheffield's spouse serves as the investment trustee of the Sharoll M. Sheffield 2012 Irrevocable Trust, and Mr. Sheffield's spouse and children are beneficiaries of the Sharoll M. Sheffield 2012 Irrevocable Trust.
F5: Each share of Class B common stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally.
F6: Prior to the consummation of the mergers and subject to the terms of the Fourth Amended and Restated Limited Liability Company Agreement of Parsley LLC, dated July 22, 2019, by and among Parsley LLC and the members thereof, the membership units of Parsley LLC (together with a corresponding number of shares of Class B common stock) were exchangeable from time to time for Class A common stock at an exchange ratio of one share of Class A common stock for each membership unit of Parsley LLC (and the corresponding share of Class B common stock).
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 17, 2016 Filed Nov 17, 2016 18:00 UTC | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 28,676 | $34.66 | $993,910.16 |
DisclosureSEC source: 0000899243-16-033819 · doc4.xml · nonDerivative · entry 4 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,857,435 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Sheffield. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.21 to $35.00, inclusive. Read SEC document |
| November 17, 2016 Filed Nov 17, 2016 18:00 UTC | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 33,824 | $35.38 | $1,196,693.12 |
DisclosureSEC source: 0000899243-16-033819 · doc4.xml · nonDerivative · entry 3 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,886,111 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Sheffield. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.01 to $35.79, inclusive. Read SEC document |
| November 17, 2016 Filed Dec 2, 2016 18:00 UTC Amendment | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 28,676 | $34.66 | $993,910.16 |
DisclosureSEC source: 0000899243-16-034865 · doc4a.xml · nonDerivative · entry 4 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,857,435 F1 · shares: The reporting person's original Form 4 filed on November 17, 2016 incorrectly stated that these sales were effected pursuant to a Rule 10b5-1 trading plan. This Form 4 is not reporting any additional sales by the reporting person. Read SEC document |
| November 17, 2016 Filed Dec 2, 2016 18:00 UTC Amendment | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 33,824 | $35.38 | $1,196,693.12 |
DisclosureSEC source: 0000899243-16-034865 · doc4a.xml · nonDerivative · entry 3 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,886,111 F1 · shares: The reporting person's original Form 4 filed on November 17, 2016 incorrectly stated that these sales were effected pursuant to a Rule 10b5-1 trading plan. This Form 4 is not reporting any additional sales by the reporting person. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 18:00 UTC | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 113,806 | $34.73 | $3,952,482.38 |
DisclosureSEC source: 0000899243-16-033819 · doc4.xml · nonDerivative · entry 2 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,919,935 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Sheffield. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.26 to $35.19, inclusive. Read SEC document |
| November 16, 2016 Filed Dec 2, 2016 18:00 UTC Amendment | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 113,806 | $34.73 | $3,952,482.38 |
DisclosureSEC source: 0000899243-16-034865 · doc4a.xml · nonDerivative · entry 2 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,919,935 F1 · shares: The reporting person's original Form 4 filed on November 17, 2016 incorrectly stated that these sales were effected pursuant to a Rule 10b5-1 trading plan. This Form 4 is not reporting any additional sales by the reporting person. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:00 UTC | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 136,194 | $34.95 | $4,759,980.30 |
DisclosureSEC source: 0000899243-16-033819 · doc4.xml · nonDerivative · entry 1 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,033,741 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Sheffield. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.75 to $35.22, inclusive. The reporting person undertakes to provide to Parsley Energy, Inc., any security holder of Parsley Energy, Inc., 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 ranges set forth in footnotes (2), (3), (4) and (5) to this Form 4. Read SEC document |
| November 15, 2016 Filed Dec 2, 2016 18:00 UTC Amendment | Pioneer PE Holding LLC PE · Entity 143873 | SaleClass A common stock | 136,194 | $34.95 | $4,759,980.30 |
DisclosureSEC source: 0000899243-16-034865 · doc4a.xml · nonDerivative · entry 1 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,033,741 F1 · shares: The reporting person's original Form 4 filed on November 17, 2016 incorrectly stated that these sales were effected pursuant to a Rule 10b5-1 trading plan. This Form 4 is not reporting any additional sales by the reporting person. Read SEC document |
| July 27, 2016 Filed Feb 10, 2017 16:33 UTC | Pioneer PE Holding LLC PE · Entity 143873 | ConversionParsley Energy, LLC Membership Units · Derivative | 2,000,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001594466-17-000011 · wf-form5_148676237258476.xml · derivative · entry 5 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,716,573 Underlying: Class A common stock · 2,000,000 shares Expires not disclosed 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. F4 · security: Subject to the terms of the First Amended and Restated Limited Liability Company Agreement of Parsley Energy, LLC, among Parsley Energy, LLC and the members thereof, the Parsley Energy, LLC Membership Units (together with a corresponding number of shares of Class B common stock) are exchangeable from time to time for shares of Class A common stock of Parsley Energy, Inc. F1 · kind: On July 27, 2016, the Reporting Person, pursuant to the terms of the First Amended and Restated Limited Liability Company Agreement of Parley Energy, LLC, among Parsley Energy, LLC and the members thereof, exchanged 2,000,000 Parsley Energy, LLC Membership Units (with a corresponding number of shares of Class B common stock) for shares of Class A common stock of Parsley Energy, Inc. F1 · derivative.exercise_date: On July 27, 2016, the Reporting Person, pursuant to the terms of the First Amended and Restated Limited Liability Company Agreement of Parley Energy, LLC, among Parsley Energy, LLC and the members thereof, exchanged 2,000,000 Parsley Energy, LLC Membership Units (with a corresponding number of shares of Class B common stock) for shares of Class A common stock of Parsley Energy, Inc. F4 · derivative.exercise_date: Subject to the terms of the First Amended and Restated Limited Liability Company Agreement of Parsley Energy, LLC, among Parsley Energy, LLC and the members thereof, the Parsley Energy, LLC Membership Units (together with a corresponding number of shares of Class B common stock) are exchangeable from time to time for shares of Class A common stock of Parsley Energy, Inc. F1 · derivative.expiration_date: On July 27, 2016, the Reporting Person, pursuant to the terms of the First Amended and Restated Limited Liability Company Agreement of Parley Energy, LLC, among Parsley Energy, LLC and the members thereof, exchanged 2,000,000 Parsley Energy, LLC Membership Units (with a corresponding number of shares of Class B common stock) for shares of Class A common stock of Parsley Energy, Inc. F4 · derivative.expiration_date: Subject to the terms of the First Amended and Restated Limited Liability Company Agreement of Parsley Energy, LLC, among Parsley Energy, LLC and the members thereof, the Parsley Energy, LLC Membership Units (together with a corresponding number of shares of Class B common stock) are exchangeable from time to time for shares of Class A common stock of Parsley Energy, Inc. Read SEC document |
| July 27, 2016 Filed Feb 10, 2017 16:33 UTC | Pioneer PE Holding LLC PE · Entity 143873 | ConversionClass A common stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001594466-17-000011 · wf-form5_148676237258476.xml · nonDerivative · entry 1 Sheffield Bryan · CIK 0001606914 · Director · See Remarks · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,857,435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On July 27, 2016, the Reporting Person, pursuant to the terms of the First Amended and Restated Limited Liability Company Agreement of Parley Energy, LLC, among Parsley Energy, LLC and the members thereof, exchanged 2,000,000 Parsley Energy, LLC Membership Units (with a corresponding number of shares of Class B common stock) for shares of Class A common stock of Parsley Energy, Inc. 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.