Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California Resources CorpCRC · Entity 3937 | Director | April 30, 2026 | May 04, 2026 |
| Chaparral Energy, Inc.CHAP · Entity 148198 | Director | December 20, 2019 | December 30, 2019 |
| Talen Energy CorpTLN · Entity 3381 | Director · Chief Executive Officer | June 08, 2026 | June 08, 2026 |
| TerraForm Power, Inc.TERP · Entity 147488 | Director | October 16, 2017 | October 26, 2017 |
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.
California Resources Corp
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,356 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 3,091 · Balance 79,356 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on April 30, 2027 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is three months and one day following the Reporting Person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on April 30, 2027 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is three months and one day following the Reporting Person's separation from service.
Chaparral Energy, Inc.
Report date December 20, 2019 · Filed December 30, 2019
This filing explicitly reported no securities owned.
Talen Energy Corp
Report date June 08, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Other · Disposed 260,335 · Balance 117 F1: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 260,335 |
Reported balance
After 2026-06-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-08 · Other · Acquired 260,335 · Balance 260,335 F1: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest.
TerraForm Power, Inc.
Report date October 16, 2017 · Filed October 26, 2017
This filing explicitly reported no securities owned.
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 08, 2026 Filed Jun 8, 2026 20:22 UTC | Talen Energy Corp TLN · Entity 3381 | OtherCommon Stock | 260,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041583 · wk-form4_1780950135.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 260,335 F1 · kind: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest. F1 · ownership.nature: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest. Read SEC document |
| June 08, 2026 Filed Jun 8, 2026 20:22 UTC | Talen Energy Corp TLN · Entity 3381 | OtherCommon Stock | 260,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041583 · wk-form4_1780950135.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117 F1 · kind: All transactions reported herein reflect shares transferred by the reporting person from his individual name to MCM Living Trust, a revocable trust for which the reporting person is trustee. The transactions constitute a change from direct to indirect beneficial ownership only and do not involve a change in pecuniary interest. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:34 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Performance-Based Restricted Stock Units · Derivative | 812,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038578 · wk-form4_1779921263.xml · derivative · entry 5 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 812,782 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. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus an additional incentive based on the Company's market capitalization at vesting, as more fully set forth in the applicable award agreement. The number of shares in this row represents the actual level of performance (200%) plus the additional incentive shares described above. The reporting person's PSUs were granted on June 16, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus an additional incentive based on the Company's market capitalization at vesting, as more fully set forth in the applicable award agreement. The number of shares in this row represents the actual level of performance (200%) plus the additional incentive shares described above. The reporting person's PSUs were granted on June 16, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus an additional incentive based on the Company's market capitalization at vesting, as more fully set forth in the applicable award agreement. The number of shares in this row represents the actual level of performance (200%) plus the additional incentive shares described above. The reporting person's PSUs were granted on June 16, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:34 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 74,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038578 · wk-form4_1779921263.xml · derivative · entry 4 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 74,381 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: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:34 UTC | Talen Energy Corp TLN · Entity 3381 | Tax withholdingCommon Stock | 139,641 | $324.21 | $45,273,008.61 |
DisclosureSEC source: 0001628280-26-038578 · wk-form4_1779921263.xml · nonDerivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,452 F3 · kind: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs and PSUs. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:34 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 325,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038578 · wk-form4_1779921263.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,093 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. F2 · price: Each performance-based restricted stock unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus an additional incentive based on the Company's market capitalization at vesting, as more fully set forth in the applicable award agreement. The number of shares in this row represents the actual level of performance (200%) plus the additional incentive shares described above. The reporting person's PSUs were granted on June 16, 2023 and they vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such PSUs settled in cash. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:34 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 29,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038578 · wk-form4_1779921263.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,980 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 Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock") of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. The reporting person's RSUs were granted on June 16, 2023 and the final installment of the reporting person's RSUs vested on May 17, 2026, the third anniversary of the vesting commencement date, with 60% of the after-tax value of such RSUs settled in cash. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:40 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 3,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-26-000098 · wk-form4_1777927243.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,356 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on April 30, 2027 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is three months and one day following the Reporting Person's separation from service. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 22:03 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 16,372 | $64.83 | $1,061,400.03 |
DisclosureSEC source: 0001609253-26-000069 · wk-form4_1773093797.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,265 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.5706 to $65.43, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:48 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Performance-Based Restricted Stock Units · Derivative | 58,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013413 · wk-form4_1772491692.xml · derivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,420 Underlying: Common Stock · 58,420 shares Expires not disclosed F4 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. F5 · derivative.exercise_date: Represents PSUs that will vest subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals. 23,368 of the PSUs will be eligible to vest based on performance as of February 25, 2028 and 35,052 of the PSUs will be eligible to vest based on performance as of February 25, 2029. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%) for each award. F5 · derivative.expiration_date: Represents PSUs that will vest subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals. 23,368 of the PSUs will be eligible to vest based on performance as of February 25, 2028 and 35,052 of the PSUs will be eligible to vest based on performance as of February 25, 2029. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%) for each award. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:48 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Restricted Stock Units · Derivative | 12,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013413 · wk-form4_1772491692.xml · derivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,519 Underlying: Common Stock · 12,519 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock of the Company or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. F3 · derivative.exercise_date: Represents 5,007 RSUs that will vest on February 25, 2027, 5,008 RSUs that will vest on February 25, 2028 and 2,504 RSUs that will vest on February 25, 2029, in each case subject to the reporting person's continued service. F3 · derivative.expiration_date: Represents 5,007 RSUs that will vest on February 25, 2027, 5,008 RSUs that will vest on February 25, 2028 and 2,504 RSUs that will vest on February 25, 2029, in each case subject to the reporting person's continued service. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:14 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 74,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030222 · wk-form4_1749500070.xml · derivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,381 Underlying: Common Stock · 74,380 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: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. F3 · derivative.exercise_date: Represents 74,380 RSUs that vested on May 17, 2025 and 74,381 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. F3 · derivative.expiration_date: Represents 74,380 RSUs that vested on May 17, 2025 and 74,381 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:14 UTC | Talen Energy Corp TLN · Entity 3381 | Tax withholdingCommon Stock | 29,269 | $240.30 | $7,033,340.70 |
DisclosureSEC source: 0001628280-25-030222 · wk-form4_1749500070.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,111 F2 · kind: In an exempt disposition to the Company under Rule 16b-3(e), the reporting person remitted shares to the Company in connection with the satisfaction of tax withholding obligations arising out of the vesting of the RSUs. Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 20:14 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 74,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-030222 · wk-form4_1749500070.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,380 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 Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors pursuant to the terms of the Plan. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:03 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 5,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-25-000046 · wk-form4_1746565396.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,637 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on May 2, 2026 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is three months and one day following the Reporting Person's separation from service. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:28 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Performance-Based Restricted Stock Units · Derivative | 50,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009899 · wk-form4_1741123718.xml · derivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,344 Underlying: Common Stock · 50,344 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PSU") was issued under the Plan and represents a contingent right to receive one share of common stock or its cash equivalent, as determined at the time of settlement by the Committee pursuant to the terms of the Plan. F4 · derivative.exercise_date: Represents PSUs that, subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals, will vest on February 28, 2027. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%). F4 · derivative.expiration_date: Represents PSUs that, subject to the reporting person's (i) continued service and (ii) achievement of applicable performance goals, will vest on February 28, 2027. The number of PSUs that vest can range from 0% to 200% of the target number of PSUs subject to the award, plus, if the maximum performance level is exceeded, an additional number of PSUs in an amount equal to the reporting person's proportionate share among the participating executive officers of 3% of the Company's market capitalization above the maximum performance level. The numbers of PSUs and shares of common stock in this row represent the maximum level of performance (or 200%). Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:28 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Restricted Stock Units · Derivative | 7,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009899 · wk-form4_1741123718.xml · derivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,025 Underlying: Common Stock · 7,025 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") was issued under the Talen Energy Corporation 2023 Equity Incentive Plan (the "Plan") and represents a contingent right to receive one share of common stock, par value $0.001 ("common stock"), of Talen Energy Corporation (the "Company") or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee") pursuant to the terms of the Plan. F2 · derivative.exercise_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. F2 · derivative.expiration_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 28, 2027. Read SEC document |
| May 29, 2024 Filed May 30, 2024 20:32 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 18,000 | $47.24 | $850,384.80 |
DisclosureSEC source: 0001609253-24-000093 · wk-form4_1717101114.xml · nonDerivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,939 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.00 to $47.4150, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:32 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 13,843 | $48.40 | $670,063.49 |
DisclosureSEC source: 0001609253-24-000093 · wk-form4_1717101114.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,939 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.32 to $48.56, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities 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) to this Form 4. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:32 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 23,157 | $47.92 | $1,109,646.39 |
DisclosureSEC source: 0001609253-24-000093 · wk-form4_1717101114.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,782 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.32 to $48.31, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 24, 2024 Filed May 24, 2024 21:58 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 75,000 | $47.18 | $3,538,530.00 |
DisclosureSEC source: 0000950170-24-064761 · ownership.xml · nonDerivative · entry 4 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,939 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.00 to $47.34, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4) to this Form 4. Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:58 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 5,900 | $47.52 | $280,376.26 |
DisclosureSEC source: 0000950170-24-064761 · ownership.xml · nonDerivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,939 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.36 to $47.76, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:58 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 49,100 | $46.70 | $2,292,965.09 |
DisclosureSEC source: 0000950170-24-064761 · ownership.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,839 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.36 to $47.35, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities 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) to this Form 4. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:58 UTC | California Resources Corp CRC · Entity 3937 | SaleCommon Stock | 50,000 | $47.29 | $2,364,605.00 |
DisclosureSEC source: 0000950170-24-064761 · ownership.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,939 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.00 to $48.00, inclusive. The reporting person undertakes to provide to CRC, any security holder of CRC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 03, 2024 Filed May 7, 2024 21:02 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 3,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-24-000074 · wk-form4_1715115710.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,939 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on May 3, 2025 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is three months and one day following the Reporting Person's separation from service. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 21:06 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 222,024 | $53.06 | $11,780,593.44 |
DisclosureSEC source: 0001609253-24-000055 · wk-form4_1711487162.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,234 F1 · kind: Represents restricted stock units (RSUs) surrendered to satisfy tax withholdings for RSUs that distributed on March 22, 2024. The surrender of RSUs to satisfy tax withholding was made pursuant to the terms of the awards, which were previously awarded on March 22, 2021 and vested according to the terms of the awards. Each RSU represents a contingent right to receive one share of common stock of the Issuer. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:09 UTC | California Resources Corp CRC · Entity 3937 | Exercise / conversionPerformance Stock Units · Derivative | 324,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609253-23-000052 · wf-form4_168306175499614.xml · derivative · entry 5 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 324,954 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. F4 · derivative.exercise_price: Represents vesting of performance share units ("PSUs") originally granted on March 22, 2021, which vested in connection with the Reporting Person's voluntary termination on April 28, 2023. Pursuant to the terms of the PSU award, settlement will occur within 45 days following the end of the initial three-year performance period. F4 · price: Represents vesting of performance share units ("PSUs") originally granted on March 22, 2021, which vested in connection with the Reporting Person's voluntary termination on April 28, 2023. Pursuant to the terms of the PSU award, settlement will occur within 45 days following the end of the initial three-year performance period. F4 · derivative.exercise_date: Represents vesting of performance share units ("PSUs") originally granted on March 22, 2021, which vested in connection with the Reporting Person's voluntary termination on April 28, 2023. Pursuant to the terms of the PSU award, settlement will occur within 45 days following the end of the initial three-year performance period. F4 · derivative.expiration_date: Represents vesting of performance share units ("PSUs") originally granted on March 22, 2021, which vested in connection with the Reporting Person's voluntary termination on April 28, 2023. Pursuant to the terms of the PSU award, settlement will occur within 45 days following the end of the initial three-year performance period. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:09 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 14,471 | $40.50 | $586,075.50 |
DisclosureSEC source: 0001609253-23-000052 · wf-form4_168306175499614.xml · nonDerivative · entry 4 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540,258 F5 · kind: Represents shares cancelled for payment of taxes on units vested due to the Reporting Person's voluntary termination on April 28, 2023. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:09 UTC | California Resources Corp CRC · Entity 3937 | Exercise / conversionCommon Stock | 324,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001609253-23-000052 · wf-form4_168306175499614.xml · nonDerivative · entry 3 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,729 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. F4 · price: Represents vesting of performance share units ("PSUs") originally granted on March 22, 2021, which vested in connection with the Reporting Person's voluntary termination on April 28, 2023. Pursuant to the terms of the PSU award, settlement will occur within 45 days following the end of the initial three-year performance period. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:09 UTC | California Resources Corp CRC · Entity 3937 | Disposition to issuerCommon Stock | 85,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-23-000052 · wf-form4_168306175499614.xml · nonDerivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,775 F3 · kind: Represents the forfeiture of RSUs due to the Reporting Persons's voluntary termination on April 28, 2023. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:09 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 5,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-23-000052 · wf-form4_168306175499614.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,028 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest on April 28, 2024 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is six months and one day following the Reporting Person's separation from service. F2 · balance_after: Includes 250 shares acquired under the California Resources Corporation Employee Stock Purchase Plan on March 31, 2023. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 20:54 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 3,797 | $35.92 | $136,388.24 |
DisclosureSEC source: 0001609253-23-000031 · wf-form4_167969127425030.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,749 F1 · kind: Represents restricted stock units ("RSUs") surrendered to satisfy tax withholding for RSUs that vested on March 22, 2023. The surrender of RSUs to satisfy tax withholding was made pursuant to the terms of the award. These RSUs were previously awarded on March 22, 2021 and vest in one-third installments on each grant date anniversary, subject to the terms of the award. Each RSU represents a contingent right to receive one share of common stock of the Issuer. F2 · balance_after: Includes 250 shares acquired under the California Resources Corporation Employee Stock Purchase Plan on January 3, 2023. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 20:22 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 3,797 | $44.63 | $169,460.11 |
DisclosureSEC source: 0001609253-22-000018 · wf-form4_164815334456913.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,296 F1 · kind: Reflects restricted stock units ("RSUs") surrendered to satisfy tax withholding for RSUs vested on March 22, 2022. Each RSU represents a contingent right to receive one share of common stock of the Issuer. Subject to certain exceptions, RSUs will be settled in shares of Common Stock within 45 days following March 22, 2024. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 20:48 UTC | California Resources Corp CRC · Entity 3937 | GrantPerformance Stock Units · Derivative | 324,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-21-000057 · wf-form4_161661890533202.xml · derivative · entry 2 McFarland Mark Allen · CIK 0001720720 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,954 Underlying: Common Stock · 324,954 shares Expires not disclosed F2 · derivative.exercise_price: Represents the target number of performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Common Stock. The actual number of PSUs that vest and become earned is based on the volume-weighted average price of a share of Common Stock as determined over any 60 consecutive trading days during the three-year performance period, and, subject to certain exceptions, will be settled in shares of Common Stock within 45 days following the end of the three-year performance period. F2 · derivative.exercise_date: Represents the target number of performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Common Stock. The actual number of PSUs that vest and become earned is based on the volume-weighted average price of a share of Common Stock as determined over any 60 consecutive trading days during the three-year performance period, and, subject to certain exceptions, will be settled in shares of Common Stock within 45 days following the end of the three-year performance period. F2 · derivative.expiration_date: Represents the target number of performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Common Stock. The actual number of PSUs that vest and become earned is based on the volume-weighted average price of a share of Common Stock as determined over any 60 consecutive trading days during the three-year performance period, and, subject to certain exceptions, will be settled in shares of Common Stock within 45 days following the end of the three-year performance period. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 20:48 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 255,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-21-000057 · wf-form4_161661890533202.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,093 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest in three equal installments on each of March 22, 2022, 2023 and 2024 and, subject to certain exceptions, will be settled in shares of Common Stock within 45 days following the third anniversary of the grant date. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 21:39 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 61,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-21-000027 · wf-form4_161178353630733.xml · nonDerivative · entry 1 McFarland Mark Allen · CIK 0001720720 · Director · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,333 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. These RSUs will vest in three equal installments on each of January 25, 2022, 2023 and 2024 and, subject to certain exceptions, will be settled in shares of Common Stock on the date that is six months and one day following the Reporting Person's separation from service. 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.