Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APA CorpAPA · Entity 3342 | Director | September 30, 2026 | October 02, 2026 |
| APACHE CORPAPA · Entity 92860 | Director | February 22, 2021 | February 23, 2021 |
| WILLIAMS COMPANIES, INC.WMB · Entity 175 | Director | April 28, 2026 | April 30, 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.
APA Corp
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,649 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,203 · Balance 103,649 F1: Restricted stock units granted to each of APA's non-employee directors under the 2016 Omnibus Compensation Plan, which immediately vest and are automatically deferred under the deferred compensation provisions of APA's Outside Directors' Deferral Program (the "ODDP"). F2: The total reported in Column 5 includes 1,203 newly deferred phantom stock units, 101,859 phantom stock units previously reported, and 587 phantom stock units accrued under the ODDP attributable to dividends paid on APA common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to each of APA's non-employee directors under the 2016 Omnibus Compensation Plan, which immediately vest and are automatically deferred under the deferred compensation provisions of APA's Outside Directors' Deferral Program (the "ODDP").
F2: The total reported in Column 5 includes 1,203 newly deferred phantom stock units, 101,859 phantom stock units previously reported, and 587 phantom stock units accrued under the ODDP attributable to dividends paid on APA common stock.
APACHE CORP
Report date February 22, 2021 · Filed February 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 50,924 |
Reported balance
After 2021-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-22 · Other · Acquired 66 · Balance 50,924 F1: One share of Apache common stock for each phantom stock unit. F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of Apache's Outside Directors Deferred Program. |
Filing footnotes · ownership attribution and instrument terms
F1: One share of Apache common stock for each phantom stock unit.
F2: Exempt acquisition pursuant to Rule 16b-3(d) - accrued under the deferred compensation provisions of Apache's Outside Directors Deferred Program.
WILLIAMS COMPANIES, INC.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,586 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 4,873 · Balance 75,586 F1: Includes 2,738 stock units for 2026 annual grant and 2,135 dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,738 stock units for 2026 annual grant and 2,135 dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11.
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, 2017 Filed Jul 5, 2017 17:54 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionRestricted Stock / Units · Derivative | 1,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000131 · f4forpar.xml · derivative · entry 3 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,043 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. F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F5 · derivative.expiration_date: Vesting of restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:54 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 1,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000131 · f4forpar.xml · derivative · entry 2 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043 Underlying: Common Stock · 1,043 shares Expires not disclosed F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F4 · derivative.expiration_date: Restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan, which plan was approved by stockholders in May 2016. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 17:54 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionPhantom Stock Units · Derivative | 1,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000131 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,950 Underlying: Common Stock · 1,043 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. F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program). F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program). Read SEC document |
| June 26, 2017 Filed Jun 29, 2017 20:06 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | OtherRestricted Stock Units · Derivative | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042272 · doc4.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,575 Underlying: Common Stock · 57 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · kind: Represents additional restricted stock units acquired from dividend reinvestment on restricted stock units. F3 · derivative.exercise_date: Reporting Person elected that the restricted stock units will be paid out in common stock at retirement. F3 · derivative.expiration_date: Reporting Person elected that the restricted stock units will be paid out in common stock at retirement. F4 · balance_after: Represents the initial award of restricted stock units plus all accrued and reinvested dividends since the date of the grant. Read SEC document |
| May 22, 2017 Filed May 23, 2017 18:08 UTC | APACHE CORP APA · Entity 92860 | OtherPhantom Stock Units · Derivative | 44 | $50.02 Strike: $0.00 | $2,200.88 |
DisclosureSEC source: 0001357400-17-000112 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,907 Underlying: Common Stock · 44 shares Expires not disclosed F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. Read SEC document |
| May 18, 2017 Filed May 19, 2017 18:42 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 5,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033882 · doc4.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,518 Underlying: Common Stock · 5,518 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Reporting Person elected that the Restricted Stock Units will be paid out in common stock at retirement. F2 · derivative.expiration_date: Reporting Person elected that the Restricted Stock Units will be paid out in common stock at retirement. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 16:45 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionRestricted Stock / Units · Derivative | 972 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000085 · f4forpar.xml · derivative · entry 3 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 972 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. F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F5 · derivative.expiration_date: Vesting of restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 16:45 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 972 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000085 · f4forpar.xml · derivative · entry 2 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972 Underlying: Common Stock · 972 shares Expires not disclosed F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F4 · derivative.expiration_date: Restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan, which plan was approved by stockholders in May 2016. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 16:45 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionPhantom Stock Units · Derivative | 972 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-17-000085 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,863 Underlying: Common Stock · 972 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. F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 15:20 UTC | APACHE CORP APA · Entity 92860 | OtherPhantom Stock Units · Derivative | 36 | $54.91 Strike: $0.00 | $1,976.76 |
DisclosureSEC source: 0001357400-17-000057 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,891 Underlying: Common Stock · 36 shares Expires not disclosed F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 15:33 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionRestricted Stock / Units · Derivative | 787 | $63.47 Strike: $0.00 | $49,950.89 |
DisclosureSEC source: 0001357400-17-000009 · f4forpar.xml · derivative · entry 3 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 787 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. F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F5 · derivative.exercise_date: Vesting of restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan. F5 · derivative.expiration_date: Vesting of restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 15:33 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 787 | $63.47 Strike: $0.00 | $49,950.89 |
DisclosureSEC source: 0001357400-17-000009 · f4forpar.xml · derivative · entry 2 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787 Underlying: Common Stock · 787 shares Expires not disclosed F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F4 · derivative.exercise_date: Restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan, which plan was approved by stockholders in May 2016. F4 · derivative.expiration_date: Restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan, which plan was approved by stockholders in May 2016. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 15:33 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionPhantom Stock Units · Derivative | 787 | $63.47 Strike: $0.00 | $49,950.89 |
DisclosureSEC source: 0001357400-17-000009 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,855 Underlying: Common Stock · 787 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. F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 12:15 UTC | APACHE CORP APA · Entity 92860 | OtherPhantom Stock Units · Derivative | 28 | $62.47 Strike: $0.00 | $1,749.16 |
DisclosureSEC source: 0001357400-16-000397 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,068 Underlying: Common Stock · 28 shares Expires not disclosed F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's Outside Directors' Deferral Program. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 19:46 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 3,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144111 · doc4.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,428 Underlying: Common Stock · 3,428 shares Expires 2017-10-03 F1 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:55 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionRestricted Stock / Units · Derivative | 782 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-16-000382 · f4forpar.xml · derivative · entry 3 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 782 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. F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F5 · derivative.expiration_date: Vesting of restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:55 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 782 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-16-000382 · f4forpar.xml · derivative · entry 2 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782 Underlying: Common Stock · 782 shares Expires not disclosed F3 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F4 · derivative.expiration_date: Restricted stock units granted to each of Apache's non-employee directors under 2016 Omnibus Compensation Plan, which plan was approved by stockholders in May 2016. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 14:55 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionPhantom Stock Units · Derivative | 782 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-16-000382 · f4forpar.xml · derivative · entry 1 Ragauss Peter A · CIK 0001360666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,040 Underlying: Common Stock · 782 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. F1 · security: One share of Apache common stock for each phantom stock unit. F1 · derivative.exercise_price: One share of Apache common stock for each phantom stock unit. F2 · derivative.exercise_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. F2 · derivative.expiration_date: Exempt acquisition pursuant to Rule 16b-3(d). Accrued under the deferred compensation provisions of Apache's 2016 Omnibus Compensation Plan (non-employee directors' deferral program).. 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.