Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENESIS ENERGY LPGEL · Entity 4506 | Director | July 01, 2026 | October 13, 2026 |
| Origin Bancorp, Inc.OBK · Entity 4646 | Director | May 21, 2026 | May 22, 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.
GENESIS ENERGY LP
Report date July 01, 2026 · Filed October 13, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units - Class ASEC Table I · non-derivative | Direct | 5,410,284 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 5,410,284 F1: This Form 4/A amends the Reporting Person's Form 4 filed 07/02/2026 ('Original Form 4') solely to correct reported holdings of Common Units-Class A. As reported on the Reporting Person's 05/26/2026 Form 4, on 05/21/2026 the Reporting Person became the direct owner of 1,527,239 Common Units-Class A previously held directly by the Trusts and Special Trust (as defined in the Original Form 4), which thereafter held none. The Original Form 4 inadvertently continued to report those units as indirectly owned through the Trusts and the Special Trust. As corrected, the Reporting Person directly owned 5,410,284 Common Units-Class A following the reported transactions. Phantom unit transactions reported on the Original Form 4 were correctly reported and are not being re-reported. The same error was carried forward in the Reporting Person's Form 4 filed 10/02/2026 and the holdings reported in that Form 4 should be read as corrected by this Form 4/A. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4/A amends the Reporting Person's Form 4 filed 07/02/2026 ('Original Form 4') solely to correct reported holdings of Common Units-Class A. As reported on the Reporting Person's 05/26/2026 Form 4, on 05/21/2026 the Reporting Person became the direct owner of 1,527,239 Common Units-Class A previously held directly by the Trusts and Special Trust (as defined in the Original Form 4), which thereafter held none. The Original Form 4 inadvertently continued to report those units as indirectly owned through the Trusts and the Special Trust. As corrected, the Reporting Person directly owned 5,410,284 Common Units-Class A following the reported transactions. Phantom unit transactions reported on the Original Form 4 were correctly reported and are not being re-reported. The same error was carried forward in the Reporting Person's Form 4 filed 10/02/2026 and the holdings reported in that Form 4 should be read as corrected by this Form 4/A.
Origin Bancorp, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 337,877 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Other · Disposed 336,715 · Balance 337,877 F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value. |
| Common StockSEC Table I · non-derivative | IndirectJames E. and Margaret A. B. Davison Special Trust | 43,996 |
Reported balance
After 2026-05-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-21 · Other · Acquired 43,996 · Balance 43,996 F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value. F2: These Common Stock shares are beneficially owned by the James E. and Margaret A. B. Davison Special Trust (the "Special Trust"). The reporting person could be deemed to have an indirect pecuniary interest in such Common Stock shares. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectJames Ellis Davison, III Trust | 97,573 |
Reported balance
After 2026-05-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-05-21 · Other · Acquired 97,573 · Balance 97,573 F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value. F3: Due to the reporting person's relationship with the beneficiaries and trustee of the Sarah Margaret Davison Trust, the William Charles Davison Trust and the James Ellis Davison, III Trust (collectively, the "Trusts"), the reporting person could be deemed to have an indirect pecuniary interest in the Common Stock shares that are beneficially owned by the Trusts. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSarah Margaret Davison Trust | 97,574 |
Reported balance
After 2026-05-21 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-21 · Other · Acquired 97,574 · Balance 97,574 F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value. F3: Due to the reporting person's relationship with the beneficiaries and trustee of the Sarah Margaret Davison Trust, the William Charles Davison Trust and the James Ellis Davison, III Trust (collectively, the "Trusts"), the reporting person could be deemed to have an indirect pecuniary interest in the Common Stock shares that are beneficially owned by the Trusts. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectWilliam Charles Davison Trust | 97,572 |
Reported balance
After 2026-05-21 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-05-21 · Other · Acquired 97,572 · Balance 97,572 F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value. F3: Due to the reporting person's relationship with the beneficiaries and trustee of the Sarah Margaret Davison Trust, the William Charles Davison Trust and the James Ellis Davison, III Trust (collectively, the "Trusts"), the reporting person could be deemed to have an indirect pecuniary interest in the Common Stock shares that are beneficially owned by the Trusts. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents transfers of Common Stock shares by the reporting person to the trusts in connection with a private exchange transaction of Common Stock shares and cash for property of equal value.
F2: These Common Stock shares are beneficially owned by the James E. and Margaret A. B. Davison Special Trust (the "Special Trust"). The reporting person could be deemed to have an indirect pecuniary interest in such Common Stock shares. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose.
F3: Due to the reporting person's relationship with the beneficiaries and trustee of the Sarah Margaret Davison Trust, the William Charles Davison Trust and the James Ellis Davison, III Trust (collectively, the "Trusts"), the reporting person could be deemed to have an indirect pecuniary interest in the Common Stock shares that are beneficially owned by the Trusts. The reporting person disclaims beneficial ownership of these Common Stock shares except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these Common Stock shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 4, 2017 20:43 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000041 · wf-form4_149133858180256.xml · derivative · entry 8 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,474 Underlying: Common Units - Class A · 766 shares Expires 2020-04-03 F5 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F5 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:43 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000041 · wf-form4_149133858180256.xml · derivative · entry 7 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,708 Underlying: Common Units - Class A · 428 shares Expires 2017-04-01 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:43 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 428 | $32.76 | $14,021.28 |
DisclosureSEC source: 0001022321-17-000041 · wf-form4_149133858180256.xml · nonDerivative · entry 2 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,045 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:43 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000041 · wf-form4_149133858180256.xml · nonDerivative · entry 1 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,473 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 23:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000012 · wf-form4_148357169940281.xml · derivative · entry 8 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,136 Underlying: Common Units - Class A · 688 shares Expires 2020-01-03 F5 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F5 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 23:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 458 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000012 · wf-form4_148357169940281.xml · derivative · entry 7 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,448 Underlying: Common Units - Class A · 458 shares Expires 2017-01-02 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 23:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 458 | $34.54 | $15,819.32 |
DisclosureSEC source: 0001022321-17-000012 · wf-form4_148357169940281.xml · nonDerivative · entry 2 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,045 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 23:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 458 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000012 · wf-form4_148357169940281.xml · nonDerivative · entry 1 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,503 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:05 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000221 · wf-form4_147561151583035.xml · derivative · entry 8 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,906 Underlying: Common Units - Class A · 672 shares Expires 2019-10-03 F5 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F5 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F6 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:05 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000221 · wf-form4_147561151583035.xml · derivative · entry 7 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,234 Underlying: Common Units - Class A · 471 shares Expires 2016-10-01 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:05 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 471 | $35.47 | $16,706.37 |
DisclosureSEC source: 0001022321-16-000221 · wf-form4_147561151583035.xml · nonDerivative · entry 2 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,045 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:05 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000221 · wf-form4_147561151583035.xml · nonDerivative · entry 1 Davison James E Jr · CIK 0001403412 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783,516 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. 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.