Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Flowco Holdings Inc.FLOC · Entity 4389 | EVP, Production Solutions | May 26, 2026 | June 09, 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.
Flowco Holdings Inc.
Report date May 26, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 417,008 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Conversion · Acquired 350,000 · Balance 417,008 F1: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). |
| LLC InterestsSEC Table II · derivative / convertible security | Direct | 218,016 |
Reported balance
After 2026-05-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-26 · Conversion · Disposed 350,000 · Balance 218,016 F1: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). F2: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2).
F2: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled.
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 26, 2026 Filed Jun 9, 2026 20:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | ConversionLLC Interests · Derivative | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263842 · ownership.xml · derivative · entry 2 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,016 Underlying: Class A Common Stock · 350,000 shares Expires not disclosed 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: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). F2 · derivative.exercise_price: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. F2 · derivative.exercise_date: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. F2 · derivative.expiration_date: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. Read SEC document |
| May 26, 2026 Filed Jun 9, 2026 20:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | ConversionClass A Common Stock | 350,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-263842 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 417,008 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: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). Read SEC document |
| February 03, 2026 Filed Feb 3, 2026 23:00 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 54,706 | $22.39 | $1,224,998.63 |
DisclosureSEC source: 0001193125-26-036028 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,008 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 8,300 | $21.45 | $178,035.00 |
DisclosureSEC source: 0001193125-26-035670 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 121,714 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 40,884 | $21.47 | $877,681.36 |
DisclosureSEC source: 0001193125-26-024559 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,014 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| January 08, 2026 Filed Jan 8, 2026 22:00 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 23,428 | $19.34 | $453,132.66 |
DisclosureSEC source: 0001193125-26-007812 · ownership.xml · nonDerivative · entry 2 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,898 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| January 07, 2026 Filed Jan 8, 2026 22:00 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 72 | $19.30 | $1,389.60 |
DisclosureSEC source: 0001193125-26-007812 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 194,326 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 21:40 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 7,400 | $19.32 | $142,938.40 |
DisclosureSEC source: 0001193125-26-004639 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 194,398 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:26 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | GrantPerformance Based Restricted Stock Unit · Derivative | 39,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002899 · ownership.xml · derivative · entry 2 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,344 Underlying: Class A Common Stock · 39,344 shares Expires not disclosed F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PRSU") represents a contingent right to receive one share of Flowco Holdings Inc. Class A common stock, subject to certain performance conditions. This amount reflects PRSUs that were granted and vested at 200% of target. PRSUs vest on the third anniversary of the award grant date and can range from 0%- 200% of target grant amount, with accelerated vesting following a change in control of the Issuer. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PRSU") represents a contingent right to receive one share of Flowco Holdings Inc. Class A common stock, subject to certain performance conditions. This amount reflects PRSUs that were granted and vested at 200% of target. PRSUs vest on the third anniversary of the award grant date and can range from 0%- 200% of target grant amount, with accelerated vesting following a change in control of the Issuer. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PRSU") represents a contingent right to receive one share of Flowco Holdings Inc. Class A common stock, subject to certain performance conditions. This amount reflects PRSUs that were granted and vested at 200% of target. PRSUs vest on the third anniversary of the award grant date and can range from 0%- 200% of target grant amount, with accelerated vesting following a change in control of the Issuer. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:26 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | GrantClass A Common Stock | 29,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-002899 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,798 F1 · shares: Represents restricted stock units ("RSUs") that vest in three equal installments on the first, second and third anniversary of the award grant date, with accelerated vesting following a change in control of the Issuer. Each RSU represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 21:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 9,253 | $19.30 | $178,582.90 |
DisclosureSEC source: 0001193125-25-320942 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,290 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 17:24 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 19,457 | $18.62 | $362,334.09 |
DisclosureSEC source: 0001193125-25-312344 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 181,543 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. F2 · price: The price reported is a weighted average price. These shares of Class A common stock were sold in multiple transactions at prices ranging from $18.60 to $18.69. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon requests, full information regarding the number of shares of Class A common stock sold at each separate price within such range. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 53,938 | $16.84 | $908,402.22 |
DisclosureSEC source: 0001193125-25-306785 · ownership.xml · nonDerivative · entry 2 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. F3 · price: The price reported is a weighted average price. These shares of Class A common stock were sold in multiple transactions at prices ranging from $16.50 to $17.06. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon requests, full information regarding the number of shares of Class A common stock sold at each separate price within such range. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:30 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 77,389 | $16.94 | $1,311,155.39 |
DisclosureSEC source: 0001193125-25-306785 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 254,938 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. F2 · price: The price reported is a weighted average price. These shares of Class A common stock were sold in multiple transactions at prices ranging from $16.765 to $17.165. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon requests, full information regarding the number of shares of Class A common stock sold at each separate price within such range. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:20 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | SaleClass A Common Stock | 55,173 | $18.26 | $1,007,657.60 |
DisclosureSEC source: 0000905148-25-003826 · form4.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 332,327 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025. F2 · price: The price reported is a weighted average price. These shares of Class A common stock were sold in multiple transactions at prices ranging from $18.05 to $18.62, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon requests, full information regarding the number of shares of Class A common stock sold at each separate price within such range. Read SEC document |
| August 06, 2025 Filed Aug 12, 2025 21:24 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | ConversionLLC Interests · Derivative | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-179104 · ownership.xml · derivative · entry 2 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 568,016 Underlying: Class A Common Stock · 350,000 shares Expires not disclosed 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: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). F2 · derivative.exercise_price: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. F2 · derivative.exercise_date: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. F2 · derivative.expiration_date: Represents Common Units. Each Common Unit is paired with one share of Class B Common Stock. Pursuant to a Second Amended and Restated Limited Liability Company Agreement of Flowco MergeCo LLC (the "Restated LLC Agreement"), each Paired Interest will be exchangeable into one share of Class A Common Stock (or at the Issuer's election, cash based on the redemption rate set forth in the Restated LLC Agreement and the value of the Class A Common Stock at the time of the exchange), subject to the terms of the Restated LLC Agreement. Upon an exchange of the Paired Interests for Class A Common Stock, the corresponding number of shares of Class B Common Stock, which entitle its holder to one vote per share on all matters presented to the Issuer's stockholders, generally will be cancelled. Read SEC document |
| August 06, 2025 Filed Aug 12, 2025 21:24 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | ConversionClass A Common Stock | 350,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-179104 · ownership.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,500 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: The 350,000 shares of Class A common stock of the Issuer (the "Class A Common Stock") were acquired upon redemption and exchange of an equal number of Common Units of Flowco MergeCo LLC (the "Common Units") and shares of Class B common stock of the Issuer (the "Class B Common Stock", and together with the paired Common Unit, the "Paired Interest") as described in footnote (2). Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 23:49 UTC | Flowco Holdings Inc. FLOC · Entity 4389 | GrantClass A Common Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000177 · form4.xml · nonDerivative · entry 1 Roberts Chad · CIK 0002049797 · EVP, Production Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 F1 · shares: Represents restricted stock units ("RSUs") that vest on the third anniversary of the grant date, with accelerated vesting following a change in control of the Issuer. Each RSU represents a contingent right to receive one share of Class A Common Stock. 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.