Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOTEK INDUSTRIES INC/CN/FTK · Entity 5092 | Director | May 15, 2026 | July 24, 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.
FLOTEK INDUSTRIES INC/CN/
Report date May 15, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,099 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 5,099 · Balance 5,099 F1: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vital Energy, Inc.
Report date December 15, 2025 · Filed December 15, 2025
Section 16 reporting ended · disclosed 2025-12-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,105 |
Reported balance
After 2025-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-15 · Exercise / conversion · Acquired 17,305 · Balance 62,105 F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F3: The amount is adjusted to correct an administrative error in the Form 3 filed by the Reporting Person on November 20, 2023, which inadvertently overstated the amount of Vital Common Stock beneficially owned by 649 shares. |
| Common StockSEC Table I · non-derivative | Direct | 89,523 |
Reported balance
After 2025-12-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-15 · Exercise / conversion · Acquired 27,418 · Balance 89,523 F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-12-15 · Disposition to issuer · Disposed 89,523 · Balance 0 F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F4: Pursuant to the Merger Agreement, each award of shares of Vital Common Stock subject to solely time-based vesting (each, a "Vital RS Award") outstanding immediately prior to the Effective Time automatically vested in full immediately prior to the Effective Time and was cancelled and converted into the right to receive 1.9062 fully paid and nonassessable shares of Class A common stock, par value $0.0001 per share, of Crescent, with cash paid in lieu of the issuance of fractional shares (the "Merger Consideration") with respect to each share of Vital Common Stock subject thereto. F5: Pursuant to the Merger Agreement, each share of Vital Common Stock, beneficially owned by the Reporting Person at the Effective Time was converted into the right to receive the Merger Consideration. |
| 2024 Performance UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-15 · Exercise / conversion · Disposed 17,305 · Balance 0 F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). |
| 2025 Performance UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-15 · Exercise / conversion · Disposed 27,418 · Balance 0 F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). |
Filing footnotes · ownership attribution and instrument terms
F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent.
F2: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date).
F3: The amount is adjusted to correct an administrative error in the Form 3 filed by the Reporting Person on November 20, 2023, which inadvertently overstated the amount of Vital Common Stock beneficially owned by 649 shares.
F4: Pursuant to the Merger Agreement, each award of shares of Vital Common Stock subject to solely time-based vesting (each, a "Vital RS Award") outstanding immediately prior to the Effective Time automatically vested in full immediately prior to the Effective Time and was cancelled and converted into the right to receive 1.9062 fully paid and nonassessable shares of Class A common stock, par value $0.0001 per share, of Crescent, with cash paid in lieu of the issuance of fractional shares (the "Merger Consideration") with respect to each share of Vital Common Stock subject thereto.
F5: Pursuant to the Merger Agreement, each share of Vital Common Stock, beneficially owned by the Reporting Person at the Effective Time was converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed Jul 24, 2026 20:12 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 5,099 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-26-000073 · wk-form4_1784923927.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,099 F1 · shares: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date). Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:03 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Exercise / conversion2025 Performance Units · Derivative | 27,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-319386 · ownership.xml · derivative · entry 5 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,418 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. F2 · derivative.exercise_price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:03 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Exercise / conversion2024 Performance Units · Derivative | 17,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-319386 · ownership.xml · derivative · entry 4 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,305 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. F2 · derivative.exercise_price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:03 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Disposition to issuerCommon Stock | 89,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-319386 · ownership.xml · nonDerivative · entry 3 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2 · price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F4 · price: Pursuant to the Merger Agreement, each award of shares of Vital Common Stock subject to solely time-based vesting (each, a "Vital RS Award") outstanding immediately prior to the Effective Time automatically vested in full immediately prior to the Effective Time and was cancelled and converted into the right to receive 1.9062 fully paid and nonassessable shares of Class A common stock, par value $0.0001 per share, of Crescent, with cash paid in lieu of the issuance of fractional shares (the "Merger Consideration") with respect to each share of Vital Common Stock subject thereto. F5 · price: Pursuant to the Merger Agreement, each share of Vital Common Stock, beneficially owned by the Reporting Person at the Effective Time was converted into the right to receive the Merger Consideration. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:03 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Exercise / conversionCommon Stock | 27,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-319386 · ownership.xml · nonDerivative · entry 2 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,523 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 · price: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2 · price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:03 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Exercise / conversionCommon Stock | 17,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-319386 · ownership.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,105 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 · price: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2 · price: Pursuant to the Merger Agreement, each award of outstanding restricted stock units of the Issuer that was subject in whole or in part to performance-based vesting and payable in cash (each, a "Vital Cash-Settled PSU Award") outstanding immediately prior to the effective time of the First Company Merger (the "Effective Time") automatically vested in full, with performance conditions deemed to have been satisfied at the target level, immediately prior to the Effective Time and was cancelled and converted into the right to receive a lump sum cash payment equal to the product of (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock") subject to such Vital Cash-Settled PSU Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). F3 · balance_after: The amount is adjusted to correct an administrative error in the Form 3 filed by the Reporting Person on November 20, 2023, which inadvertently overstated the amount of Vital Common Stock beneficially owned by 649 shares. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:43 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 614 | $15.71 | $9,645.94 |
DisclosureSEC source: 0001528129-25-000146 · wk-form4_1762292615.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,449 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| October 03, 2025 Filed Oct 6, 2025 20:41 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 350 | $17.07 | $5,974.50 |
DisclosureSEC source: 0001528129-25-000137 · wk-form4_1759783288.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,063 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:43 UTC | Vital Energy, Inc. VTLE · Entity 71532 | SaleCommon Stock | 5,673 | $20.73 | $117,601.29 |
DisclosureSEC source: 0001528129-25-000057 · wk-form4_1741898602.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,413 F1 · shares: Shares sold pursuant to a Rule 105b-1 trading plan adopted on December 11, 2024. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:34 UTC | Vital Energy, Inc. VTLE · Entity 71532 | GrantPerformance Units · Derivative | 27,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001528129-25-000037 · wk-form4_1740173691.xml · derivative · entry 3 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,418 Underlying: Common Stock · 27,418 shares Expires not disclosed F3 · derivative.exercise_price: These performance units are granted under the Issuer's Omnibus Equity Incentive Plan. Each performance unit represents a share of common stock. The performance units will be payable, if at all, in common stock, cash, or a combination of common stock and cash, to be determined in the discretion of the Issuer's Compensation Committee, based upon (i) the Issuer's total shareholder return measured against an industry peer group on an absolute share return basis, (ii) earnings before interest, taxes, depreciation, amortization and exploration expense divided by three-year total debt reduction, (iii) growth in inventory and (iv) emissions reduction, over a three-year performance period ending December 31, 2027. The final number of shares of common stock or cash earned is dependent on the performance of the stock price and the factors identified herein with the performance unit multiple having a range from 0% to 225%. F3 · derivative.expiration_date: These performance units are granted under the Issuer's Omnibus Equity Incentive Plan. Each performance unit represents a share of common stock. The performance units will be payable, if at all, in common stock, cash, or a combination of common stock and cash, to be determined in the discretion of the Issuer's Compensation Committee, based upon (i) the Issuer's total shareholder return measured against an industry peer group on an absolute share return basis, (ii) earnings before interest, taxes, depreciation, amortization and exploration expense divided by three-year total debt reduction, (iii) growth in inventory and (iv) emissions reduction, over a three-year performance period ending December 31, 2027. The final number of shares of common stock or cash earned is dependent on the performance of the stock price and the factors identified herein with the performance unit multiple having a range from 0% to 225%. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:34 UTC | Vital Energy, Inc. VTLE · Entity 71532 | GrantCommon Stock | 27,419 | $30.90 | $847,247.10 |
DisclosureSEC source: 0001528129-25-000037 · wk-form4_1740173691.xml · nonDerivative · entry 2 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,296 F2 · shares: These restricted shares are granted under the Issuer's Omnibus Equity Incentive Plan and will vest in three equal annual installments beginning on the first anniversary date of the grant. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:34 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 2,431 | $30.90 | $75,117.90 |
DisclosureSEC source: 0001528129-25-000037 · wk-form4_1740173691.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,877 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:44 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 1,169 | $34.30 | $40,096.70 |
DisclosureSEC source: 0001528129-25-000029 · wk-form4_1739915036.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,308 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 00:40 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 614 | $26.03 | $15,982.42 |
DisclosureSEC source: 0001528129-24-000170 · wk-form4_1730767199.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,477 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| October 08, 2024 Filed Oct 10, 2024 20:33 UTC | Vital Energy, Inc. VTLE · Entity 71532 | SaleCommon Stock | 2,023 | $30.22 | $61,135.06 |
DisclosureSEC source: 0001528129-24-000167 · wk-form4_1728592394.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,091 F1 · shares: Shares sold pursuant to a Rule 105b-1 trading plan adopted on June 11, 2024. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:33 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 339 | $30.26 | $10,258.14 |
DisclosureSEC source: 0001528129-24-000161 · wk-form4_1728333210.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,114 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:04 UTC | Vital Energy, Inc. VTLE · Entity 71532 | GrantPerformance Units · Derivative | 17,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001528129-24-000051 · wk-form4_1708639461.xml · derivative · entry 2 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,305 Underlying: Common Stock · 17,305 shares Expires not disclosed F2 · derivative.exercise_price: These performance units are granted under the Issuer's Omnibus Equity Incentive Plan. Each performance unit represents a share of common stock. The performance units will be payable, if at all, in common stock, cash, or a combination of common stock and cash, to be determined in the discretion of the Issuer's Compensation Committee, based upon (i) the Issuer's total shareholder return measured against an industry peer group on an absolute share return basis, (ii) earnings before interest, taxes, depreciation, amortization and exploration expense divided by three-year total debt reduction, (iii) growth in inventory and (iv) emissions reduction, over a three-year performance period ending December 31, 2026. The final number of shares of common stock or cash earned is dependent on the performance of the stock price and the factors identified herein with the performance unit multiple having a range from 0% to 225%. F2 · derivative.expiration_date: These performance units are granted under the Issuer's Omnibus Equity Incentive Plan. Each performance unit represents a share of common stock. The performance units will be payable, if at all, in common stock, cash, or a combination of common stock and cash, to be determined in the discretion of the Issuer's Compensation Committee, based upon (i) the Issuer's total shareholder return measured against an industry peer group on an absolute share return basis, (ii) earnings before interest, taxes, depreciation, amortization and exploration expense divided by three-year total debt reduction, (iii) growth in inventory and (iv) emissions reduction, over a three-year performance period ending December 31, 2026. The final number of shares of common stock or cash earned is dependent on the performance of the stock price and the factors identified herein with the performance unit multiple having a range from 0% to 225%. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:04 UTC | Vital Energy, Inc. VTLE · Entity 71532 | GrantCommon Stock | 17,305 | $43.34 | $749,998.70 |
DisclosureSEC source: 0001528129-24-000051 · wk-form4_1708639461.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,453 F1 · shares: These restricted shares are granted under the Issuer's Omnibus Equity Incentive Plan and will vest in three equal annual installments beginning on the first anniversary date of the grant. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:33 UTC | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 1,114 | $46.19 | $51,455.66 |
DisclosureSEC source: 0001528129-24-000041 · wk-form4_1708468377.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,148 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| February 15, 2024 Filed Feb 23, 2024 21:41 UTC Amendment | Vital Energy, Inc. VTLE · Entity 71532 | Tax withholdingCommon Stock | 1,114 | $46.19 | $51,455.66 |
DisclosureSEC source: 0001528129-24-000063 · wk-form4a_1708724451.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,148 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted shares previously granted to the Reporting Person under the Issuer's Omnibus Equity Incentive Plan. Read SEC document |
| November 13, 2023 Filed Nov 20, 2023 21:10 UTC | Vital Energy, Inc. VTLE · Entity 71532 | GrantCommon Stock | 4,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-065091 · ownership.xml · nonDerivative · entry 1 Hill Kathryn Anne · CIK 0002001667 · SVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,262 F1 · shares: These restricted shares of common stock are granted under the Issuer's Omnibus Equity Incentive Plan and will vest in three equal annual installments beginning on November 1, 2024. 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.