Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cheniere Energy, Inc.LNG · Entity 3001 | Director | January 03, 2023 | January 05, 2023 |
| EQT CorpEQT · Entity 3112 | Director | April 27, 2026 | April 29, 2026 |
| OCCIDENTAL PETROLEUM CORP /DE/OXY · Entity 2999 | Director | May 04, 2026 | May 06, 2026 |
| TXNM ENERGY INCTXNM · Entity 3794 | Director | June 10, 2026 | June 11, 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.
Cheniere Energy, Inc.
Report date January 03, 2023 · Filed January 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,862 |
Ending reported balance
After 2023-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-10-03 · Gift · Disposed 419 · Balance 36,562 Row 2 · 2023-01-03 · Sale · Disposed 2,700 · Balance 33,862 F1: This price represents the weighted average sale price. The sale prices for these transactions ranged from $141.4600 to $141.5500. The Reporting Person undertakes to provide upon the request of the Securities and Exchange Commission, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This price represents the weighted average sale price. The sale prices for these transactions ranged from $141.4600 to $141.5500. The Reporting Person undertakes to provide upon the request of the Securities and Exchange Commission, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
EQT Corp
Report date April 27, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-27 transaction · row 1
1 source rowRow 1 · 2026-04-27 · Sale · Disposed 4,116 · Balance 0 |
OCCIDENTAL PETROLEUM CORP /DE/
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,490 |
Ending reported balance
After 2026-05-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-04 · Grant · Acquired 3,734 · Balance 16,713 F1: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Row 2 · 2026-05-04 · Tax withholding · Disposed 1,223 · Balance 15,490 F2: Represents shares of common stock withheld to satisfy tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan.
F2: Represents shares of common stock withheld to satisfy tax withholding obligations.
TXNM ENERGY INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,692 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 2,698 · Balance 11,692 F1: These shares represent restricted stock units granted on June 10, 2026 that will vest on June 10, 2027 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Right Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends. F2: Excludes 8,725 shares previously owned directly by the reporting person that were contributed to the reporting person's trust, the Vicky Bailey Revocable Living Trust (of which she is the sole trustee and sole beneficiary). |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 8,725 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,725 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units granted on June 10, 2026 that will vest on June 10, 2027 and be settled in common stock upon or after vesting (and delivered in accordance with any elections made under the Director Deferred Right Program), provided that if vesting or any applicable deferred delivery dates occur during a blackout period, the vested shares will be delivered at a later date after such blackout period ends.
F2: Excludes 8,725 shares previously owned directly by the reporting person that were contributed to the reporting person's trust, the Vicky Bailey Revocable Living Trust (of which she is the sole trustee and sole beneficiary).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Midstream Co LLC
Report date July 22, 2024 · Filed July 22, 2024
Section 16 reporting ended · disclosed 2024-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-07-22 · Disposition to issuer · Disposed 186,348 · Balance 0 F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit.
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 |
|---|---|---|---|---|---|---|
| May 16, 2019 Filed May 20, 2019 22:52 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0000003570-19-000058 · wf-form4_155839271644271.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,582 F1 · price: The shares were issued as a restricted stock grant and therefore no consideration was given by the Reporting Person. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:23 UTC | Midstream Co LLC ETRN · Entity 88825 | GrantDeferred Stock Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-000683 · form4.xml · derivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,401 Underlying: Common Stock · 7,500 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Award represents compensation that is deferred until termination of service as a director. F2 · derivative.expiration_date: Award represents compensation that is deferred until termination of service as a director. Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 22:57 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | SaleCommon Stock | 2,567 | $55.90 | $143,490.94 |
DisclosureSEC source: 0000003570-18-000173 · wf-form4_154595145921083.xml · nonDerivative · entry 2 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,706 F1 · price: This price represents the weighted average sale price. The sale prices for these transactions ranged from $55.88 - $55.94. The Reporting Person undertakes to provide upon the request of the Securities and Exchange Commission, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 20, 2018 Filed Dec 27, 2018 22:57 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | GiftCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0000003570-18-000173 · wf-form4_154595145921083.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,273 Read SEC document |
| December 12, 2018 Filed Dec 14, 2018 21:31 UTC | Midstream Co LLC ETRN · Entity 88825 | GrantDeferred Stock Units · Derivative | 6,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-073110 · a4.xml · derivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,901 Underlying: Common Stock · 6,980 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Award vested immediately upon grant and represents compensation that is deferred until termination of service as a director. F2 · derivative.expiration_date: Award vested immediately upon grant and represents compensation that is deferred until termination of service as a director. Read SEC document |
| November 12, 2018 Filed Nov 15, 2018 00:30 UTC | Midstream Co LLC ETRN · Entity 88825 | GrantDeferred Stock Units · Derivative | 29,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-068545 · a4.xml · derivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,921 Underlying: Common Stock · 29,921 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is the economic equivalent of one share of common stock. F2 · kind: In connection with the spin-off of Equitrans Midstream Corporation (ETRN) from EQT Corporation (EQT) on November 12, 2018, for each EQT deferred stock unit held by the Reporting Person immediately prior to the spin-off, the Reporting Person received 0.8 ETRN deferred stock units pursuant to the Employee Matters Agreement between ETRN and EQT. In the Section 16 reports previously filed by the Reporting Person with respect to EQT securities, these awards were referred to as "deferred compensation - phantom units." F3 · derivative.exercise_date: Award represents compensation that is deferred until termination of service as a director. F3 · derivative.expiration_date: Award represents compensation that is deferred until termination of service as a director. Read SEC document |
| May 17, 2018 Filed May 21, 2018 21:49 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | GrantCommon Stock | 1,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000003570-18-000077 · wf-form4_152693929933145.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,698 F1 · price: The shares were issued as a restricted stock grant and therefore no consideration was given by the Reporting Person. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:44 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | SaleCommon Stock | 5,800 | $54.44 | $315,760.12 |
DisclosureSEC source: 0000003570-18-000004 · wf-form4_151510583926693.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,765 F1 · price: This price represents the weighted average sale price. The sale prices for these transactions ranged from $54.44 - $54.46. The Reporting Person undertakes to provide upon the request of the Securities and Exchange Commission, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 23:39 UTC | EQT Corp EQT · Entity 3112 | GrantDeferred Compensation-Phantom Units · Derivative | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000804 · form4.xml · derivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,336 Underlying: Common Stock · 3,430 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Award represents compensation that is deferred until retirement. F2 · derivative.expiration_date: Award represents compensation that is deferred until retirement. Read SEC document |
| May 18, 2017 Filed May 22, 2017 23:38 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | GrantCommon Stock | 2,567 | $0.00 | $0.00 |
DisclosureSEC source: 0000003570-17-000095 · wf-form4_149549626282987.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,565 F1 · price: The shares were issued as a restricted stock grant and therefore no consideration was given by the Reporting Person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:57 UTC | Cheniere Energy, Inc. LNG · Entity 3001 | SaleCommon Stock | 7,175 | $42.00 | $301,350.00 |
DisclosureSEC source: 0000003570-17-000008 · wf-form4_148357065894804.xml · nonDerivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,998 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 22:33 UTC | EQT Corp EQT · Entity 3112 | GrantDeferred Compensation-Phantom Units · Derivative | 2,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000744 · form4.xml · derivative · entry 1 BAILEY VICKY A · CIK 0001295122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,838 Underlying: Common Stock · 2,730 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Award represents compensation that is deferred until retirement. F2 · derivative.expiration_date: Award represents compensation that is deferred until retirement. 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.