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 |
|---|---|---|---|---|---|---|
| January 12, 2018 Filed Jan 17, 2018 16:51 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionPerformance Share Rights · Derivative | 11,473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-000918 · edgar.xml · derivative · entry 5 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,473 shares Expires 2017-12-31 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/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2017, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. F1 · price: Each performance share/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2017, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. F1 · derivative.exercise_date: Each performance share/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2017, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 16:51 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 10,092 | $55.65 | $561,619.80 |
DisclosureSEC source: 0001179110-18-000918 · edgar.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,455 F2 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of restricted stock. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 16:51 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionCommon Stock | 22,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-000918 · edgar.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,547 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/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2017, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 17:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,500 | $52.08 | $78,120.00 |
DisclosureSEC source: 0001179110-18-000138 · edgar.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,601 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on November 27, 2017. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 17:33 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 8,580 | $52.12 | $447,189.60 |
DisclosureSEC source: 0001179110-18-000138 · edgar.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,101 F1 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of restricted stock units pursuant to time-based vesting. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:47 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $62.27 | $105,859.00 |
DisclosureSEC source: 0000899243-17-009518 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · Director · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,681 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 November 8, 2016. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:05 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $68.51 | $116,467.00 |
DisclosureSEC source: 0000899243-17-006026 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,381 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 November 8, 2016. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 18:16 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantCommon Stock | 11,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005120 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,081 F1 · shares: The restricted stock units vest in three pro rata installments on February 22, 2018, February 22, 2019, and February 22, 2020. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:23 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $74.50 | $126,650.00 |
DisclosureSEC source: 0000899243-17-002571 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,853 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 November 8, 2016. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantPerformance Share Units · Derivative | 12,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · derivative · entry 7 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383 Underlying: Common Stock · 12,383 shares Expires 2019-12-31 F5 · derivative.exercise_price: Each performance share unit represents a contingent right to receive 0-200% of that number in shares of Company common stock. The amount reported represents the "target" number. The performance shares units vest upon continued employment and achievement of specified thresholds of total shareholder return (TSR) compared to certain peers, as measured on December of 2019 and as described in the related grant agreement. Participant also holds additional previously awarded performance shares/rights and performance share units, all subject to different future vesting and performance criteria. F5 · derivative.exercise_date: Each performance share unit represents a contingent right to receive 0-200% of that number in shares of Company common stock. The amount reported represents the "target" number. The performance shares units vest upon continued employment and achievement of specified thresholds of total shareholder return (TSR) compared to certain peers, as measured on December of 2019 and as described in the related grant agreement. Participant also holds additional previously awarded performance shares/rights and performance share units, all subject to different future vesting and performance criteria. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantStock Appreciation Rights · Derivative | 23,886 | $0.00 Strike: $74.57 | $0.00 |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · derivative · entry 6 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,886 Underlying: Common Stock · 23,886 shares Expires 2027-01-17 F4 · derivative.exercise_date: The Stock Appreciation Rights ("SARs") become exercisable in three pro rata installments on December 28, 2017, December 28, 2018, and January 17, 2020. The reporting person also holds additional previously awarded SARs subject to different vesting, exercise price and other criteria. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionPerformance Share Rights · Derivative | 6,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · derivative · entry 5 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,606 shares Expires 2016-12-31 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/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2016, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. F1 · price: Each performance share/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2016, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. F1 · derivative.exercise_date: Each performance share/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2016, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | GrantCommon Stock | 24,766 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · nonDerivative · entry 3 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,553 F3 · shares: The restricted stock units vest in three pro rata installments on December 28, 2017, December 28, 2018, and January 17, 2020. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 6,155 | $74.57 | $458,978.35 |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,787 F2 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of Company common stock. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 18:34 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Exercise / conversionCommon Stock | 13,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-001572 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,942 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/right represented a contingent right to receive shares of PDC Energy, Inc. (the "Company") common stock upon achievement of specified minimum thresholds of total shareholder return (TSR) compared to certain peers measured in December of 2016, as described in the related grant agreement. Shares granted represented a 200% payout on previously awarded performance shares/rights. Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 18:17 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 2,580 | $73.45 | $189,501.00 |
DisclosureSEC source: 0000899243-17-001484 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,730 F1 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of restricted stock pursuant to time-based vesting. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 18:00 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | SaleCommon Stock | 1,700 | $73.53 | $125,001.00 |
DisclosureSEC source: 0000899243-17-000314 · doc4.xml · nonDerivative · entry 2 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,310 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on November 8, 2016. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 18:00 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 4,663 | $72.58 | $338,440.54 |
DisclosureSEC source: 0000899243-17-000314 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,010 F1 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of restricted stock units pursuant to time-based vesting. Read SEC document |
| December 28, 2016 Filed Dec 30, 2016 16:08 UTC | PDC ENERGY, INC. PDCE · Entity 110794 | Tax withholdingCommon Stock | 4,734 | $74.22 | $351,357.48 |
DisclosureSEC source: 0000899243-16-036427 · doc4.xml · nonDerivative · entry 1 BROOKMAN BARTON R JR · CIK 0001234638 · CEO, President & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,673 F1 · shares: Represents shares of common stock surrendered to issuer to cover tax withholding obligation of the reporting person upon vesting of shares of restricted stock units pursuant to time-based vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.