Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DCP Midstream, LPDCP · Entity 112201 | President & CEO | December 15, 2022 | December 19, 2022 |
| SM Energy CoSM · Entity 3577 | Director | June 22, 2026 | June 23, 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.
DCP Midstream, LP
Report date December 15, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Preferred UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-12-15 transaction · row 1
1 source rowRow 1 · 2022-12-15 · Other · Disposed 750 · Balance 0 F1: The Series A Preferred Units were called for redemption by the issuer at a price equal to $1,000 per unit. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series A Preferred Units were called for redemption by the issuer at a price equal to $1,000 per unit.
SM Energy Co
Report date June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 141,551 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 6,166 · Balance 141,551 F1: On June 22, 2026, the Reporting Person was granted 6,166 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2026, the Reporting Person was granted 6,166 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIVITAS RESOURCES, INC.
Report date January 30, 2026 · Filed January 30, 2026
Section 16 reporting ended · disclosed 2026-01-30. 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 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Disposition to issuer · Disposed 145,241 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each restricted stock unit of Civitas ("Civitas RSU Award") that was outstanding immediately prior to the Effective Time was assumed by SM Energy and converted into a time-based restricted stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas RSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such Civitas RSU Award immediately prior to the Effective Time. F3: Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock").
F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each restricted stock unit of Civitas ("Civitas RSU Award") that was outstanding immediately prior to the Effective Time was assumed by SM Energy and converted into a time-based restricted stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas RSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such Civitas RSU Award immediately prior to the Effective Time.
F3: Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time.
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 22, 2026 Filed Jun 23, 2026 20:37 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 6,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000082 · wk-form4_1782247049.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,551 F1 · kind: On June 22, 2026, the Reporting Person was granted 6,166 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 21:18 UTC | SM Energy Co SM · Entity 3577 | Tax withholdingCommon Stock, $.01 Par Value | 75,217 | $18.87 | $1,419,344.79 |
DisclosureSEC source: 0000893538-26-000019 · wk-form4_1770412681.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,385 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon vesting of restricted stock units. Read SEC document |
| January 30, 2026 Filed Jan 30, 2026 14:57 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | Disposition to issuerCommon Stock | 145,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-008564 · tm264366-13_4seq1.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2 · price: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each restricted stock unit of Civitas ("Civitas RSU Award") that was outstanding immediately prior to the Effective Time was assumed by SM Energy and converted into a time-based restricted stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas RSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions (including as to vesting and forfeiture) as were applicable to such Civitas RSU Award immediately prior to the Effective Time. F3 · price: Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 17:11 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 117,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001566241-25-000007 · wk-form4_1754601103.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,241 F1 · shares: Represents restricted stock units ("RSUs") granted in connection with the Reporting Person's appointment as the Interim Chief Executive Officer of the Issuer. The RSUs shall become fully vested on the earlier of (i) February 27, 2026 and (ii) the effective date of the appointment of a permanent Chief Executive Officer of the Issuer, in each case, subject to the Reporting Person's continued service as the Interim Chief Executive Officer of the Issuer through the applicable vesting date. Read SEC document |
| June 04, 2025 Filed Jun 4, 2025 17:04 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 10,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001566241-25-000005 · wk-form4_1749071027.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,436 F1 · shares: Represents Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (ii) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| May 09, 2025 Filed May 12, 2025 08:26 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | PurchaseCommon Stock | 7,150 | $27.99 | $200,128.50 |
DisclosureSEC source: 0001566241-25-000003 · wk-form4_1747052769.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,924 Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 16:43 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-24-000038 · wk-form4_1718138574.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,774 F1 · shares: Represents 4,101 Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (b) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 15:05 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-23-000075 · edgardoc.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,673 F1 · kind: Represents 4,368 Deferred Stock Units ("DSUs") granted on June 1, 2023, pursuant to the Issuer's Independent Director Compensation policy and the Issuer's Extraction Oil & Gas, Inc. 2021 Long Term Incentive Plan. The number of DSUs was determined by dividing the award value of $300,000 by $68.6881 (the volume weighted average price of a share for the 30-trading day period ending on May 31, 2023). The DSUs shall vest annually and become fully vested on the date of the 2024 annual stockholder meeting. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 16:37 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-024331 · tm237516-2_4seq1.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 F1 · kind: Represents 1,305 Deferred Stock Units granted on February 22, 2023, pursuant to the Issuer's Independent Director Compensation Program and the Issuer's Bonanza Creek Energy, Inc. 2021 Long Term Incentive Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 13:37 UTC | DCP Midstream, LP DCP · Entity 112201 | OtherSeries A Preferred Units | 750 | $1,000.00 | $750,000.00 |
DisclosureSEC source: 0001562180-22-008355 · primarydocument.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The Series A Preferred Units were called for redemption by the issuer at a price equal to $1,000 per unit. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 16:07 UTC | DCP Midstream, LP DCP · Entity 112201 | GrantRestricted Phantom Units · Derivative | 57,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002038 · primarydocument.xml · derivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,160 Underlying: Common Units · 57,620 shares Expires 2025-02-27 F1 · derivative.exercise_price: Each restricted phantom unit is the economic equivalent of one DCP common unit. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 17:56 UTC | DCP Midstream, LP DCP · Entity 112201 | GrantRestricted Phantom Units · Derivative | 64,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001796 · primarydocument.xml · derivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,540 Underlying: Common Units · 64,360 shares Expires 2024-02-27 F1 · derivative.exercise_price: Each restricted phantom unit is the economic equivalent of one DCP common unit. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 18:21 UTC | DCP Midstream, LP DCP · Entity 112201 | PurchasePhantom Common Units · Derivative | 212,320 | $4.03 | $855,649.60 |
DisclosureSEC source: 0001562180-20-002716 · primarydocument.xml · derivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,320 Underlying: Common Units · 212,320 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom common unit is the economic equivalent of one DCP common unit. F2 · derivative.exercise_date: The transaction represents the reporting person's acquisition of phantom common units under the issuer's executive deferred compensation plan (the "Plan") using existing funds held by the reporting person within the Plan. The phantom common units become payable in cash upon the reporting person's separation from service. F2 · derivative.expiration_date: The transaction represents the reporting person's acquisition of phantom common units under the issuer's executive deferred compensation plan (the "Plan") using existing funds held by the reporting person within the Plan. The phantom common units become payable in cash upon the reporting person's separation from service. Read SEC document |
| March 10, 2020 Filed Mar 10, 2020 14:53 UTC | DCP Midstream, LP DCP · Entity 112201 | PurchaseCommon Units | 64,500 | $7.72 | $497,940.00 |
DisclosureSEC source: 0001562180-20-002331 · primarydocument.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,040 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $7.68 to $7.75, inclusive. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, or a security holder of DCP Midstream, LP, full information regarding the number of common units purchased at each separate price within the range set forth herein. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 16:28 UTC | DCP Midstream, LP DCP · Entity 112201 | GrantRestricted Phantom Units · Derivative | 68,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002012 · primarydocument.xml · derivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,180 Underlying: Common Units · 68,180 shares Expires 2023-02-27 F1 · derivative.exercise_price: Each restricted phantom unit is the economic equivalent of one DCP common unit. Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 13:14 UTC | DCP Midstream, LP DCP · Entity 112201 | PurchaseSeries A Preferred Units | 750 | $1,000.00 | $750,000.00 |
DisclosureSEC source: 0001225208-17-017489 · doc4.xml · nonDerivative · entry 1 van Kempen Wouter T. · CIK 0001566241 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 F1 · security: 7.375% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units ("Series A Preferred Units"). F2 · kind: Reporting Person purchased 750 Series A Preferred Units from the underwriters at a price of $1,000 per Series A Preferred Unit in connection with the Issuer's registered public offering of 500,000 Series A Preferred Units, which offering closed on the Transaction 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.