Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 35,771 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 9,024 · Balance 35,771 F1: On June 22, 2026, the Reporting Person was granted 9,024 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 9,024 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.
PDC ENERGY, INC.
Report date August 07, 2023 · Filed August 07, 2023
Section 16 reporting ended · disclosed 2023-08-07. 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 2023-08-07 transaction · row 1
1 source rowRow 1 · 2023-08-07 · Disposition to issuer · Disposed 471,582 · Balance 0 F1: On August 7, 2023, pursuant to the Agreement and Plan of Merger dated as of May 21, 2023 (the "Merger Agreement"), by and among Chevron Corporation ("Chevron"), Bronco Merger Sub Inc. ("Merger Sub") and PDC Energy, Inc. ("PDC"), Merger Sub merged with and into PDC (the "Merger"), with PDC surviving the Merger as a direct, wholly-owned subsidiary of Chevron. Pursuant to the Merger Agreement, each share of PDC common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.4638 of a share of Chevron common stock. On August 4, 2023 (the day prior to the Merger), the closing price of one share of Chevron common stock was $159.31. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 2
1 source rowRow 2 · 2023-08-07 · Disposition to issuer · Disposed 72,488 · Balance 0 F2: Pursuant to the Merger Agreement, each award of restricted stock units of PDC other than awards held by non-employee members of the Board of Directors of PDC, whether or not vested (each a "PDC RSU Award"), was converted into a restricted stock unit award, on the same terms and conditions as were applicable under such PDC RSU Award immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC RSU Award immediately prior to the effective time of the Merger by (ii) 0.4638. |
| Performance Shares (2021)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-08-07 · Disposition to issuer · Disposed 100,057 · Balance 0 F3: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638. |
| Performance Shares (2022)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-08-07 · Disposition to issuer · Disposed 47,680 · Balance 0 F4: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. |
| Performance Shares (2023)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-07 · Disposition to issuer · Disposed 43,591 · Balance 0 F4: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $39.63 · Expires 2025-01-13 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-08-07 · Disposition to issuer · Disposed 26,643 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F8: The PDC SAR became exercisable in three pro rata installments on December 30, 2015, December 30, 2016, and January 13, 2018. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $51.63 · Expires 2026-01-10 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-08-07 · Disposition to issuer · Disposed 29,036 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F9: The PDC SAR became exercisable in three pro rata installments on December 29, 2016, December 28, 2017, and January 11, 2019. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $74.57 · Expires 2027-01-16 | Direct | 0 |
Reported balance
After 2023-08-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-08-07 · Disposition to issuer · Disposed 23,886 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F10: The PDC SAR became exercisable in three pro rata installments on December 28, 2017, December 28, 2018, and January 17, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 7, 2023, pursuant to the Agreement and Plan of Merger dated as of May 21, 2023 (the "Merger Agreement"), by and among Chevron Corporation ("Chevron"), Bronco Merger Sub Inc. ("Merger Sub") and PDC Energy, Inc. ("PDC"), Merger Sub merged with and into PDC (the "Merger"), with PDC surviving the Merger as a direct, wholly-owned subsidiary of Chevron. Pursuant to the Merger Agreement, each share of PDC common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.4638 of a share of Chevron common stock. On August 4, 2023 (the day prior to the Merger), the closing price of one share of Chevron common stock was $159.31.
F2: Pursuant to the Merger Agreement, each award of restricted stock units of PDC other than awards held by non-employee members of the Board of Directors of PDC, whether or not vested (each a "PDC RSU Award"), was converted into a restricted stock unit award, on the same terms and conditions as were applicable under such PDC RSU Award immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC RSU Award immediately prior to the effective time of the Merger by (ii) 0.4638.
F3: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638.
F4: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number.
F5: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638.
F6: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638.
F7: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638.
F8: The PDC SAR became exercisable in three pro rata installments on December 30, 2015, December 30, 2016, and January 13, 2018.
F9: The PDC SAR became exercisable in three pro rata installments on December 29, 2016, December 28, 2017, and January 11, 2019.
F10: The PDC SAR became exercisable in three pro rata installments on December 28, 2017, December 28, 2018, and January 17, 2020.
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 20:38 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000089 · wk-form4_1782247093.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,771 F1 · kind: On June 22, 2026, the Reporting Person was granted 9,024 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 |
| June 10, 2025 Filed Jun 11, 2025 20:31 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 12,081 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-25-000063 · wk-form4_1749673903.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,747 F1 · kind: On June 10, 2025, the Reporting Person was granted 12,081 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, 2025. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 23:16 UTC | SM Energy Co SM · Entity 3577 | PurchaseCommon Stock, $.01 Par Value | 7,000 | $32.36 | $226,520.00 |
DisclosureSEC source: 0000893538-25-000012 · wk-form4_1740698174.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,666 F1 · price: The shares were purchased in multiple transactions at prices ranging from $32.35 and $32.36, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth herein. Read SEC document |
| June 21, 2024 Filed Jun 21, 2024 20:30 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000054 · wk-form4_1719001849.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,666 F1 · kind: On June 21, 2024, the reporting person was granted 5,827 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, 2024. Read SEC document |
| March 21, 2024 Filed Mar 21, 2024 20:16 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 1,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-24-000018 · wk-form4_1711052188.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,839 Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerStock Appreciation Rights · Derivative | 23,886 | Not disclosed Strike: $74.57 | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 8 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 23,886 shares Expires 2027-01-16 F6 · price: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7 · price: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F10 · derivative.exercise_date: The PDC SAR became exercisable in three pro rata installments on December 28, 2017, December 28, 2018, and January 17, 2020. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerStock Appreciation Rights · Derivative | 29,036 | Not disclosed Strike: $51.63 | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 7 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 29,036 shares Expires 2026-01-10 F6 · price: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7 · price: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F9 · derivative.exercise_date: The PDC SAR became exercisable in three pro rata installments on December 29, 2016, December 28, 2017, and January 11, 2019. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerStock Appreciation Rights · Derivative | 26,643 | Not disclosed Strike: $39.63 | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 6 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 26,643 shares Expires 2025-01-13 F6 · price: Pursuant to the Merger Agreement, each outstanding stock appreciation right with respect to shares of PDC common stock, whether or not vested (each a "PDC SAR"), was converted into a stock appreciation right, on the same terms and conditions as were applicable under such PDC SAR immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded down to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger by (ii) 0.4638. F7 · price: The exercise price per share of Chevron common stock subject to any such PDC SAR at and after the effective time of the Merger became an amount (rounded up to the nearest one hundredth of a cent) equal to (i) the exercise price per share of PDC common stock subject to such PDC SAR immediately prior to the effective time of the Merger divided by (ii) 0.4638. F8 · derivative.exercise_date: The PDC SAR became exercisable in three pro rata installments on December 30, 2015, December 30, 2016, and January 13, 2018. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerPerformance Shares (2023) · Derivative | 43,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 5 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 43,591 shares Expires not disclosed F4 · derivative.exercise_price: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.exercise_price: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · price: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · price: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · derivative.exercise_date: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · derivative.expiration_date: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerPerformance Shares (2022) · Derivative | 47,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 4 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 47,680 shares Expires not disclosed F4 · derivative.exercise_price: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.exercise_price: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · price: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · price: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · derivative.exercise_date: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. F4 · derivative.expiration_date: Each PDC PSU Award represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, each PDC PSU Award granted in 2022 or 2023 was converted into an award, on the same terms and conditions as were applicable under such PDC PSU Award immediately prior to the effective time of the Merger (other than any performance-based vesting conditions), with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target for PDC PSU Awards granted in 2022 and 240% of target for PDC PSU Awards granted in 2023) by (ii) 0.4638. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerPerformance Shares (2021) · Derivative | 100,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · derivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: PDC Common Stock · 100,057 shares Expires not disclosed F3 · derivative.exercise_price: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638. F3 · price: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638. F3 · derivative.exercise_date: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638. F3 · derivative.expiration_date: Each award of performance share units (each, a "PDC PSU Award") represented a contingent right to receive a share of PDC common stock based upon certain performance goals or metrics. The amount reported represented the "target" number. Pursuant to the Merger Agreement, each PDC PSU Award granted in 2021, whether or not vested, became fully vested and converted into the right to receive, the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such 2021 PDC PSU Award immediately prior to the effective time of the Merger (with the performance-based vesting conditions applicable to such PDC PSU Award determined in accordance with the terms of the Merger Agreement, which performance was determined to be 233% of target) by (ii) 0.4638. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerRestricted Stock Units | 72,488 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each award of restricted stock units of PDC other than awards held by non-employee members of the Board of Directors of PDC, whether or not vested (each a "PDC RSU Award"), was converted into a restricted stock unit award, on the same terms and conditions as were applicable under such PDC RSU Award immediately prior to the effective time of the Merger (including any provisions for acceleration) with respect to the number (rounded to the nearest whole number) of shares of Chevron common stock determined by multiplying (i) the number of shares of PDC common stock subject to such PDC RSU Award immediately prior to the effective time of the Merger by (ii) 0.4638. Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 12:54 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Disposition to issuerCommon Stock | 471,582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-088221 · tm2322964-1_4seq1.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On August 7, 2023, pursuant to the Agreement and Plan of Merger dated as of May 21, 2023 (the "Merger Agreement"), by and among Chevron Corporation ("Chevron"), Bronco Merger Sub Inc. ("Merger Sub") and PDC Energy, Inc. ("PDC"), Merger Sub merged with and into PDC (the "Merger"), with PDC surviving the Merger as a direct, wholly-owned subsidiary of Chevron. Pursuant to the Merger Agreement, each share of PDC common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.4638 of a share of Chevron common stock. On August 4, 2023 (the day prior to the Merger), the closing price of one share of Chevron common stock was $159.31. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 17:28 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $68.71 | $137,420.00 |
DisclosureSEC source: 0001437749-23-016666 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 544,070 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 05-12-2022 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.36 to $69.00 inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:32 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $63.84 | $127,680.00 |
DisclosureSEC source: 0001437749-23-012163 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 546,070 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 05-12-2022 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.65 to $64.33 inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 17:31 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 300 | $68.68 | $20,604.00 |
DisclosureSEC source: 0001437749-23-009341 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 548,070 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 05-12-2022 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.62 to $68.88 inclusive. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 17:31 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $68.14 | $115,838.00 |
DisclosureSEC source: 0001437749-23-009341 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 548,370 F1 · kind: Adoption date of referenced 10b5-1(c) plan is: 05-12-2022 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.62 to $68.56, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3). Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $66.23 | $132,460.00 |
DisclosureSEC source: 0001437749-23-005230 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,070 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.77 to $66.33, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2). Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 17:37 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 25,219 | $67.12 | $1,692,699.28 |
DisclosureSEC source: 0001437749-23-004961 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,070 F1 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:53 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantPerformance Share Units · Derivative | 43,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-003814 · rdgdoc.xml · derivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,591 Underlying: Common Stock · 43,591 shares Expires 2025-12-31 F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive 0-250% of that number in shares of Company common stock. The amount reported represents the "target" number. The performance share units vest upon continued employment and achievement of specified metrics compared to certain peers, as measured in December of 2025 and as described in the related grant agreement. Participant also holds additional previously awarded performance share units, all subject to different future vesting and performance criteria. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive 0-250% of that number in shares of Company common stock. The amount reported represents the "target" number. The performance share units vest upon continued employment and achievement of specified metrics compared to certain peers, as measured in December of 2025 and as described in the related grant agreement. Participant also holds additional previously awarded performance share units, all subject to different future vesting and performance criteria. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:53 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantCommon Stock | 29,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-003814 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,289 F1 · shares: The restricted stock units were acquired pursuant to the PDC Energy, Inc. 2018 Equity Incentive Plan and will vest in three equal annual installments beginning on February 25, 2024. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 18:58 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $67.08 | $134,160.00 |
DisclosureSEC source: 0001437749-23-002389 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,228 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.76 to $67.23, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2). Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 08:58 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionPerformance Share Rights · Derivative | 125,569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-000992 · rdgdoc.xml · derivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,569 shares Expires 2022-12-31 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 · derivative.exercise_price: Each performance share unit/right represented a contingent right to receive 0-250% of that number in shares of PDC Energy, Inc. common stock upon achievement of specified metrics compared to certain peers, as described in the related grant agreement. Pursuant to the terms of the related grant agreement and the achievement of the predetermined objectives for the specified performance period, the insider earned 250% of the target award. F1 · price: Each performance share unit/right represented a contingent right to receive 0-250% of that number in shares of PDC Energy, Inc. common stock upon achievement of specified metrics compared to certain peers, as described in the related grant agreement. Pursuant to the terms of the related grant agreement and the achievement of the predetermined objectives for the specified performance period, the insider earned 250% of the target award. F1 · derivative.exercise_date: Each performance share unit/right represented a contingent right to receive 0-250% of that number in shares of PDC Energy, Inc. common stock upon achievement of specified metrics compared to certain peers, as described in the related grant agreement. Pursuant to the terms of the related grant agreement and the achievement of the predetermined objectives for the specified performance period, the insider earned 250% of the target award. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 08:58 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 127,251 | $63.40 | $8,067,713.40 |
DisclosureSEC source: 0001437749-23-000992 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,228 F2 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon settlement of performance shares/rights. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 08:58 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionCommon Stock | 313,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-000992 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,479 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 · price: Each performance share unit/right represented a contingent right to receive 0-250% of that number in shares of PDC Energy, Inc. common stock upon achievement of specified metrics compared to certain peers, as described in the related grant agreement. Pursuant to the terms of the related grant agreement and the achievement of the predetermined objectives for the specified performance period, the insider earned 250% of the target award. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 18:17 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 700 | $62.85 | $43,995.00 |
DisclosureSEC source: 0001437749-23-000376 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,556 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.69 to $63.05 inclusive. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 18:17 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,300 | $62.29 | $80,977.00 |
DisclosureSEC source: 0001437749-23-000376 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,256 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.69 to $62.66, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3). Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:56 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $74.98 | $149,960.00 |
DisclosureSEC source: 0001437749-22-028429 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,556 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $74.47 to $75.12, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 18:06 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GiftCommon Stock | 12,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-027572 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,556 F1 · kind: Represents a charitable donation of shares to a Donor Advised Fund. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 16:07 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,029 | $73.78 | $75,919.62 |
DisclosureSEC source: 0001437749-22-025532 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F3 · price: The shares were sold in multiple transactions at prices ranging from $73.57 to $73.81, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 16:07 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 971 | $72.76 | $70,649.96 |
DisclosureSEC source: 0001437749-22-025532 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,230 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $72.30 to $73.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 19:56 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 300 | $61.43 | $18,429.00 |
DisclosureSEC source: 0001437749-22-023626 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F3 · price: The shares were sold in multiple transactions at prices ranging from $61.31 to $61.54, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 19:56 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $60.38 | $102,646.00 |
DisclosureSEC source: 0001437749-22-023626 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,501 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $60.15 to $61.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:46 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 20 | $66.65 | $1,333.00 |
DisclosureSEC source: 0001437749-22-021913 · rdgdoc.xml · nonDerivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:46 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,524 | $66.16 | $100,827.84 |
DisclosureSEC source: 0001437749-22-021913 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,221 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F3 · shares: The shares were sold in multiple transactions at prices ranging from $65.57 to $66.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:46 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 456 | $64.95 | $29,617.20 |
DisclosureSEC source: 0001437749-22-021913 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,745 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · shares: The shares were sold in multiple transactions at prices ranging from $64.52 to $65.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 18:26 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 900 | $64.26 | $57,834.00 |
DisclosureSEC source: 0001437749-22-018674 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F3 · price: The shares were sold in multiple transactions at prices ranging from $63.81 to $64.54, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 18:26 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,100 | $63.14 | $69,454.00 |
DisclosureSEC source: 0001437749-22-018674 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,101 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $62.78 to $63.63, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:16 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 2,000 | $61.85 | $123,700.00 |
DisclosureSEC source: 0001437749-22-016746 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2022. F2 · price: The shares were sold in multiple transactions at prices ranging from $61.82 to $62.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 18:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 800 | $82.89 | $66,312.00 |
DisclosureSEC source: 0001437749-22-014173 · rdgdoc.xml · nonDerivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021 F4 · price: The shares were sold in multiple transactions at prices ranging from $82.62 to $83.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 18:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 400 | $81.96 | $32,784.00 |
DisclosureSEC source: 0001437749-22-014173 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,001 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021 F3 · price: The shares were sold in multiple transactions at prices ranging from $81.48 to $82.47, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 18:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 800 | $80.74 | $64,592.00 |
DisclosureSEC source: 0001437749-22-014173 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,401 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021 F2 · price: The shares were sold in multiple transactions at prices ranging from $80.26 to $81.23, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 26, 2022 Filed May 31, 2022 14:21 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 10,000 | $72.02 | $720,200.00 |
DisclosureSEC source: 0001437749-22-013880 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,201 F1 · price: The shares were sold in multiple transactions at prices ranging from $72.00 to $72.11, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 02, 2022 Filed May 4, 2022 17:02 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 700 | $68.85 | $48,195.00 |
DisclosureSEC source: 0001437749-22-010892 · rdgdoc.xml · nonDerivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F4 · price: The shares were sold in multiple transactions at prices ranging from $68.71 to $69.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 02, 2022 Filed May 4, 2022 17:02 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 700 | $68.07 | $47,649.00 |
DisclosureSEC source: 0001437749-22-010892 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,901 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F3 · price: The shares were sold in multiple transactions at prices ranging from $67.67 to $68.47, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| May 02, 2022 Filed May 4, 2022 17:02 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 600 | $67.27 | $40,362.00 |
DisclosureSEC source: 0001437749-22-010892 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,601 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F2 · price: The shares were sold in multiple transactions at prices ranging from $66.61 to $67.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:32 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 500 | $75.54 | $37,770.00 |
DisclosureSEC source: 0001437749-22-008350 · rdgdoc.xml · nonDerivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,201 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F4 · price: The shares were sold in multiple transactions at prices ranging from $75.48 to $75.56, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:32 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,300 | $74.90 | $97,370.00 |
DisclosureSEC source: 0001437749-22-008350 · rdgdoc.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,701 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F3 · price: The shares were sold in multiple transactions at prices ranging from $74.48 to $75.43, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:32 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 200 | $73.28 | $14,656.00 |
DisclosureSEC source: 0001437749-22-008350 · rdgdoc.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,001 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on May 21, 2021. F2 · price: The shares were sold in multiple transactions at prices ranging from $73.14 to $73.42, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 20:03 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionStock Appreciation Rights · Derivative | 4,597 | $0.00 Strike: $49.57 | $0.00 |
DisclosureSEC source: 0001437749-22-005467 · rdgdoc.xml · derivative · entry 14 BROOKMAN BARTON R JR · CIK 0001234638 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,597 shares Expires 2024-01-15 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.