Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEVON ENERGY CORP/DEDVN · Entity 3022 | Director | June 30, 2026 | July 02, 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.
DEVON ENERGY CORP/DE
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,368 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 5,567 · Balance 37,368 F1: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy 2019 Kelt Kindick Irrevocable Trust | 42,590 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 42,590 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVISORY BOARD CO
Report date November 17, 2017 · Filed November 21, 2017
Section 16 reporting ended · disclosed 2017-11-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 1
1 source rowRow 1 · 2017-11-17 · Disposition to issuer · Disposed 31,808 · Balance 0 F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-17 · Disposition to issuer · Disposed 3,693 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.
F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.
F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty.
F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.
WPX ENERGY, INC.
Report date January 07, 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 1
1 source rowRow 1 · 2021-01-07 · Disposition to issuer · Disposed 38,293 · Balance 0 F1: Includes 23,293 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2). F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio"). |
| Common StockSEC Table I · non-derivative | IndirectBy 2019 Kelt Kindick Irrevocable Trust | 0 |
Reported balance
After 2021-01-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-01-07 · Disposition to issuer · Disposed 129,979 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio"). |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 23,293 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2).
F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio").
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 21:05 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 5,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001090012-26-000105 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,368 F1 · shares: Represents deferred restricted stock units granted on June 30, 2026, to vest 100% on the day immediately following the grant date. Read SEC document |
| August 11, 2025 Filed Aug 11, 2025 20:55 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | SaleCommon Stock | 7,685 | $33.46 | $257,140.10 |
DisclosureSEC source: 0001090012-25-000004 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,801 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $33.28 to $33.55 per share. The reporting person undertakes to provide Devon Energy Corporation, any security holder of Devon Energy Corporation or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:43 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 7,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016871 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,486 F1 · shares: Represents deferred restricted stock units granted on June 4, 2025, to vest 100% on the day immediately following the grant date. Read SEC document |
| June 05, 2024 Filed Jun 6, 2024 20:34 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018066 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,198 F1 · shares: Represents deferred restricted stock units granted on June 5, 2024, to vest 100% on the day immediately following the grant date. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 20:38 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018315 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,264 F1 · shares: Represents deferred restricted stock units granted on June 7, 2023 to vest 100% on the first anniversary of the date of grant. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 20:39 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 2,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017143 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,668 F1 · shares: Restricted stock granted on June 8, 2022 to vest 100% on the first anniversary of the date of grant. Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:32 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | SaleCommon Stock | 9,049 | $68.03 | $615,603.47 |
DisclosureSEC source: 0001127602-22-013843 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 42,590 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.90 to $68.19 per share. The reporting person undertakes to provide to Devon Energy Corporation, any security holder of Devon Energy Corporation or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:11 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 7,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019627 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,716 F1 · shares: Restricted stock granted on June 9, 2021 to vest 100% on the first anniversary of the date of grant. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 16:47 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | SaleCommon Stock | 23,242 | $23.83 | $553,856.86 |
DisclosureSEC source: 0001127602-21-010345 · form4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 51,639 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.83 to $23.85 per share. The reporting person undertakes to provide to Devon Energy Corporation, any security holder of Devon Energy Corporation or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 23:53 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 12,031 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-003072 · doc4.xml · nonDerivative · entry 3 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,778 F2 · security: Pursuant to the Merger Agreement, on the Closing Date, each restricted stock award under a WPX benefit plan (''WPX RSA'') was converted into 0.5165 shares of Devon Common Stock. The same terms and conditions applicable to WPX RSAs before the conversion will continue to apply. The WPX RSAs granted to the reporting person on May 21, 2020 were converted into 12,031 shares of Devon Common Stock, which will vest on May 21, 2021. F2 · price: Pursuant to the Merger Agreement, on the Closing Date, each restricted stock award under a WPX benefit plan (''WPX RSA'') was converted into 0.5165 shares of Devon Common Stock. The same terms and conditions applicable to WPX RSAs before the conversion will continue to apply. The WPX RSAs granted to the reporting person on May 21, 2020 were converted into 12,031 shares of Devon Common Stock, which will vest on May 21, 2021. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 23:53 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 67,134 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-003072 · doc4.xml · nonDerivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 67,134 F1 · security: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation (''Devon''), East Merger Sub, Inc. and WPX Energy, Inc. (''WPX'') (the ''Merger Agreement''), on January 7, 2021 (the ''Closing Date''), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. F1 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation (''Devon''), East Merger Sub, Inc. and WPX Energy, Inc. (''WPX'') (the ''Merger Agreement''), on January 7, 2021 (the ''Closing Date''), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 23:53 UTC | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 7,747 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-003072 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,747 F1 · security: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation (''Devon''), East Merger Sub, Inc. and WPX Energy, Inc. (''WPX'') (the ''Merger Agreement''), on January 7, 2021 (the ''Closing Date''), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. F1 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation (''Devon''), East Merger Sub, Inc. and WPX Energy, Inc. (''WPX'') (the ''Merger Agreement''), on January 7, 2021 (the ''Closing Date''), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. Read SEC document |
| January 07, 2021 Filed Jan 12, 2021 00:03 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Disposition to issuerCommon Stock | 129,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-003101 · doc4.xml · nonDerivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 0 F2 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio"). Read SEC document |
| January 07, 2021 Filed Jan 12, 2021 00:03 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Disposition to issuerCommon Stock | 38,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-003101 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 23,293 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2). F1 · price: Includes 23,293 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2). F2 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio"). Read SEC document |
| January 07, 2021 Filed Mar 12, 2021 16:15 UTC Amendment | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 12,031 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-011274 · doc4a.xml · nonDerivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,031 F2 · security: Pursuant to the Merger Agreement, on the Closing Date, each restricted stock award under a WPX benefit plan ("WPX RSA") was converted into 0.5165 shares of Devon Common Stock. The same terms and conditions applicable to WPX RSAs before the conversion will continue to apply. The WPX RSAs granted to the reporting person on May 21, 2020 were converted into 12,031 shares of Devon Common Stock, which will vest on May 21, 2021. F2 · price: Pursuant to the Merger Agreement, on the Closing Date, each restricted stock award under a WPX benefit plan ("WPX RSA") was converted into 0.5165 shares of Devon Common Stock. The same terms and conditions applicable to WPX RSAs before the conversion will continue to apply. The WPX RSAs granted to the reporting person on May 21, 2020 were converted into 12,031 shares of Devon Common Stock, which will vest on May 21, 2021. Read SEC document |
| January 07, 2021 Filed Mar 12, 2021 16:15 UTC Amendment | DEVON ENERGY CORP/DE DVN · Entity 3022 | GrantCommon Stock | 74,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-011274 · doc4a.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocalbe Trust Disclosed balance after: 74,881 F1 · security: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation ("Devon"), East Merger Sub, Inc. and WPX Energy, Inc. ("WPX") (the "Merger Agreement"), on January 7, 2021 (the "Closing Date"), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. F1 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated as of September 26, 2020, by and among Devon Energy Corporation ("Devon"), East Merger Sub, Inc. and WPX Energy, Inc. ("WPX") (the "Merger Agreement"), on January 7, 2021 (the "Closing Date"), WPX became a wholly owned subsidiary of Devon. Pursuant to the Merger Agreement, on the Closing Date, each share of WPX Common Stock held by the reporting person was converted automatically into 0.5165 shares of Devon Common Stock. Read SEC document |
| May 21, 2020 Filed May 26, 2020 21:09 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantCommon Stock | 23,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032078 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,293 F1 · shares: This award will vest on May 21, 2021, subject to the applicable award agreement. Read SEC document |
| May 21, 2019 Filed Jun 4, 2019 21:40 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GiftCommon Stock | 129,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034468 · doc4.xml · nonDerivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 129,979 F1 · shares: The reporting person gifted the transferred shares to an irrevocable trust of which the reporting person's spouse is the both the sole trustee and the sole beneficiary. Read SEC document |
| May 21, 2019 Filed Jun 4, 2019 21:40 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GiftCommon Stock | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034468 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: The reporting person gifted the transferred shares to an irrevocable trust of which the reporting person's spouse is the both the sole trustee and the sole beneficiary. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:47 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031307 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,344 F1 · shares: This award will vest on May 16, 2020, subject to the applicable award agreement. Read SEC document |
| March 20, 2019 Filed Apr 2, 2019 16:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GiftCommon Stock | 119,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022208 · doc4.xml · nonDerivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2019 Kelt Kindick Irrevocable Trust Disclosed balance after: 119,635 F1 · shares: The reporting person gifted the transferred shares to an irrevocable trust of which the reporting person's spouse is the both the sole trustee and the sole beneficiary. Read SEC document |
| March 20, 2019 Filed Apr 2, 2019 16:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GiftCommon Stock | 119,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022208 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person gifted the transferred shares to an irrevocable trust of which the reporting person's spouse is the both the sole trustee and the sole beneficiary. Read SEC document |
| May 17, 2018 Filed May 21, 2018 22:27 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantCommon Stock | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032066 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,979 F1 · shares: This award will vest on May 17, 2019, subject to the applicable award agreement. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerRestricted Stock Units · Derivative | 3,693 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062116 · doc4.xml · derivative · entry 2 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,693 shares Expires not disclosed F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4 · price: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.exercise_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.expiration_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 17:02 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerCommon Stock | 31,808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062116 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 17:32 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | GrantRestricted Stock Units · Derivative | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040604 · doc4.xml · derivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,693 Underlying: Common Stock · 3,693 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of ABCO common stock. F2 · derivative.exercise_date: The RSUs vest on June 14, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. F2 · derivative.expiration_date: The RSUs vest on June 14, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 15:51 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionCommon Stock | 5,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038834 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,808 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:40 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantCommon Stock | 16,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034196 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,635 F1 · shares: This award will vest on May 18, 2018, subject to the applicable award agreement. Read SEC document |
| January 12, 2017 Filed Jan 17, 2017 14:47 UTC | WPX ENERGY, INC. WPX · Entity 35798 | PurchaseCommon Stock | 10,000 | $13.35 | $133,500.00 |
DisclosureSEC source: 0001209191-17-003780 · doc4.xml · nonDerivative · entry 1 KINDICK KELT · CIK 0001204940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,626 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.