Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Excelerate Energy, Inc.EE · Entity 3984 | See Remarks | February 18, 2026 | June 26, 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.
Excelerate Energy, Inc.
Report date February 18, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 46,086 |
Reported balance
After 2026-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 10,582 · Balance 46,086 F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A common stock of the Issuer, or the cash equivalent thereof. F2: The reporting person elected to defer receipt of 10,582 shares of common stock issuable upon the vesting of PSUs granted on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan. The PSUs vested at 132% of the target amount of the Issuer's adjusted return on equity and 96.80% of the target amount of the Issuer's relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. The Issuer's compensation committee certified the achievement of the performance goal on February 18, 2026. F3: The deferred PSUs become payable in a single lump sum or in five annual installments upon the reporting person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A common stock of the Issuer, or the cash equivalent thereof.
F2: The reporting person elected to defer receipt of 10,582 shares of common stock issuable upon the vesting of PSUs granted on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan. The PSUs vested at 132% of the target amount of the Issuer's adjusted return on equity and 96.80% of the target amount of the Issuer's relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. The Issuer's compensation committee certified the achievement of the performance goal on February 18, 2026.
F3: The deferred PSUs become payable in a single lump sum or in five annual installments upon the reporting person's separation from service.
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 |
|---|---|---|---|---|---|---|
| March 05, 2026 Filed Mar 10, 2026 00:29 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 15,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-099101 · ownership.xml · nonDerivative · entry 2 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,874 F2 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 00:29 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 1,922 | $38.48 | $73,958.56 |
DisclosureSEC source: 0001193125-26-099101 · ownership.xml · nonDerivative · entry 1 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,281 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 5, 2024 and March 5, 2025 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended), and a portion of each vested on March 5, 2026. Read SEC document |
| February 18, 2026 Filed Jun 26, 2026 20:59 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 10,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285656 · ownership.xml · derivative · entry 1 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,086 Underlying: Class A Common Stock · 10,582 shares Expires not disclosed F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A common stock of the Issuer, or the cash equivalent thereof. F2 · shares: The reporting person elected to defer receipt of 10,582 shares of common stock issuable upon the vesting of PSUs granted on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan. The PSUs vested at 132% of the target amount of the Issuer's adjusted return on equity and 96.80% of the target amount of the Issuer's relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. The Issuer's compensation committee certified the achievement of the performance goal on February 18, 2026. F3 · derivative.exercise_date: The deferred PSUs become payable in a single lump sum or in five annual installments upon the reporting person's separation from service. F3 · derivative.expiration_date: The deferred PSUs become payable in a single lump sum or in five annual installments upon the reporting person's separation from service. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:43 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 15,490 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034956 · ownership.xml · derivative · entry 2 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,504 Underlying: Class A Common Stock · 15,490 shares Expires not disclosed F2 · security: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_price: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.exercise_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.expiration_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 22:43 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 15,489 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034956 · ownership.xml · nonDerivative · entry 1 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,203 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 23:06 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 20,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004599 · doc4.xml · derivative · entry 2 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,014 Underlying: Class A Common Stock · 20,014 shares Expires not disclosed F2 · security: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_price: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.exercise_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.expiration_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 23:06 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 20,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004599 · doc4.xml · nonDerivative · entry 1 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,714 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:51 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 9,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022888 · doc4.xml · nonDerivative · entry 1 Liner David A. · CIK 0001956466 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,701 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. 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.