Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Callon Petroleum CoCPE · Entity 15480 | Director | December 29, 2021 | January 03, 2022 |
| EXPAND ENERGY CorpEXE · Entity 3213 | Director | June 04, 2026 | June 08, 2026 |
| SOUTHWESTERN ENERGY COSWN · Entity 87196 | Director | May 23, 2024 | May 28, 2024 |
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.
Callon Petroleum Co
Report date December 29, 2021 · Filed January 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Family Limited Partnership | 64,100 |
Reported balance
After 2021-12-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-29 · Sale · Disposed 5,900 · Balance 64,100 |
| Common StockSEC Table I · non-derivative | Indirectby Family Limited Partnership | 63,400 |
Reported balance
After 2021-12-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-30 · Sale · Disposed 700 · Balance 63,400 |
| Common StockSEC Table I · non-derivative | Direct | 60,065 |
Reported balance
Holding disclosure · report date 2021-12-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 60,065 |
EXPAND ENERGY Corp
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,895 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 2,331 · Balance 19,895 F1: Represents the weighted average volume price, or "VWAP," over the 30 trading days ending on Wednesday, June 3, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average volume price, or "VWAP," over the 30 trading days ending on Wednesday, June 3, 2026.
SOUTHWESTERN ENERGY CO
Report date May 23, 2024 · Filed May 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,777 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Grant · Acquired 27,360 · Balance 181,777 F1: Restricted stock award granted in consideration of services as a Director. The restricted stock will fully vest on the earlier of (i) the first anniversary of the grant date, (ii) the date of the 2025 annual meeting of stockholders, or (iii) immediately upon death, disability, or a change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted in consideration of services as a Director. The restricted stock will fully vest on the earlier of (i) the first anniversary of the grant date, (ii) the date of the 2025 annual meeting of stockholders, or (iii) immediately upon death, disability, or a change in control.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BASIC ENERGY SERVICES, INC.
Report date December 23, 2016 · Filed December 30, 2016
Section 16 reporting ended · disclosed 2016-12-30. 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 2016-12-23 transaction · row 1
1 source rowRow 1 · 2016-12-23 · Other · Disposed 18,332 · Balance 0 F1: The Issuer and certain of its subsidiaries (collectively with the Issuer, the "Debtors") filed voluntary petitions (the cases commenced thereby, the "Chapter 11 Cases") under chapter 11 of title 11 of the United States Code on October 25, 2016 in the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court"). On December 9, 2016, the Bankruptcy Court entered an order approving the First Amended Joint Prepackaged Chapter 11 Plan of Basic Energy Services, Inc. and its Affiliated Debtors (as confirmed, the "Prepackaged Plan"), and on December 23, 2016 (the "Effective Date"), the Prepackaged Plan became effective pursuant to its terms and the Debtors emerged from the Chapter 11 Cases. On the Effective Date, all outstanding shares of the Issuer's common stock (the "Old Common Stock") were cancelled and extinguished. |
| New Common StockSEC Table I · non-derivative | Direct | 32 |
Reported balance
After 2016-12-23 transaction · row 2
1 source rowRow 2 · 2016-12-23 · Other · Acquired 32 · Balance 32 F2: New shares of the Issuer's common stock, par value $0.01 per share (the "New Common Stock") were issued to all of the Issuer's stockholders (including the Reporting Person) pursuant to the Prepackaged Plan in exchange for the Old Common Stock held by such persons on the Effective Date under the Prepackaged Plan. The receipt of the New Common Stock in exchange for Old Common Stock was involuntary, without consideration and in accordance with the Prepackaged Plan approved by the Bankruptcy Court. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $55.25 · Expires 2023-12-23 | Direct | 886 |
Reported balance
After 2016-12-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-12-23 · Other · Acquired 886 · Balance 886 F3: The warrants were issued to the Reporting Person pursuant to the Prepackaged Plan. The receipt of the warrants was involuntary and without consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: The Issuer and certain of its subsidiaries (collectively with the Issuer, the "Debtors") filed voluntary petitions (the cases commenced thereby, the "Chapter 11 Cases") under chapter 11 of title 11 of the United States Code on October 25, 2016 in the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court"). On December 9, 2016, the Bankruptcy Court entered an order approving the First Amended Joint Prepackaged Chapter 11 Plan of Basic Energy Services, Inc. and its Affiliated Debtors (as confirmed, the "Prepackaged Plan"), and on December 23, 2016 (the "Effective Date"), the Prepackaged Plan became effective pursuant to its terms and the Debtors emerged from the Chapter 11 Cases. On the Effective Date, all outstanding shares of the Issuer's common stock (the "Old Common Stock") were cancelled and extinguished.
F2: New shares of the Issuer's common stock, par value $0.01 per share (the "New Common Stock") were issued to all of the Issuer's stockholders (including the Reporting Person) pursuant to the Prepackaged Plan in exchange for the Old Common Stock held by such persons on the Effective Date under the Prepackaged Plan. The receipt of the New Common Stock in exchange for Old Common Stock was involuntary, without consideration and in accordance with the Prepackaged Plan approved by the Bankruptcy Court.
F3: The warrants were issued to the Reporting Person pursuant to the Prepackaged Plan. The receipt of the warrants was involuntary and without consideration.
CARRIZO OIL & GAS INC
Report date December 20, 2019 · Filed December 20, 2019
Section 16 reporting ended · disclosed 2019-12-20. 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 2019-12-20 transaction · row 1
1 source rowRow 1 · 2019-12-20 · Disposition to issuer · Disposed 171,221 · Balance 0 F1: On December 20, 2019, pursuant to the Agreement and Plan of Merger, dated as of July 14, 2019, as amended (the "Merger Agreement"), by and between Callon Petroleum Company ("Callon") and Carrizo Oil & Gas, Inc. (the "Company"), the Company merged with and into Callon (the "Merger"), with Callon surviving the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time owned by the Reporting Person converted into the right to receive 1.75 shares (the "Exchange Ratio") of Callon common stock, along with cash in lieu of fractional shares. The closing price per share of Callon common stock on the New York Stock Exchange on December 19, 2019, the day prior to the Effective Time, was $4.72. |
| Common StockSEC Table I · non-derivative | Indirectby family limited partnership | 0 |
Reported balance
After 2019-12-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-20 · Disposition to issuer · Disposed 400,000 · Balance 0 F1: On December 20, 2019, pursuant to the Agreement and Plan of Merger, dated as of July 14, 2019, as amended (the "Merger Agreement"), by and between Callon Petroleum Company ("Callon") and Carrizo Oil & Gas, Inc. (the "Company"), the Company merged with and into Callon (the "Merger"), with Callon surviving the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time owned by the Reporting Person converted into the right to receive 1.75 shares (the "Exchange Ratio") of Callon common stock, along with cash in lieu of fractional shares. The closing price per share of Callon common stock on the New York Stock Exchange on December 19, 2019, the day prior to the Effective Time, was $4.72. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-20 · Disposition to issuer · Disposed 34,262 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-20 · Disposition to issuer · Disposed 127,018 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-20 · Disposition to issuer · Disposed 262,191 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-20 · Disposition to issuer · Disposed 12,123 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each award of Company performance shares representing the right to receive either Company common stock or the value thereof ("Company Performance Share Award") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the greater of (1) the target number of shares of Company common stock subject to such Company Performance Share Award as of immediately prior to the Effective Time and (2) the number of shares of Company common stock that were earned based on actual achievement of the performance criteria set forth in the applicable award agreement, measured based on a shortened performance period that ended as of the close of the business on December 19, 2019, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-20 · Disposition to issuer · Disposed 22,573 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each award of Company performance shares representing the right to receive either Company common stock or the value thereof ("Company Performance Share Award") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the greater of (1) the target number of shares of Company common stock subject to such Company Performance Share Award as of immediately prior to the Effective Time and (2) the number of shares of Company common stock that were earned based on actual achievement of the performance criteria set forth in the applicable award agreement, measured based on a shortened performance period that ended as of the close of the business on December 19, 2019, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-20 · Disposition to issuer · Disposed 31,197 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each award of Company performance shares representing the right to receive either Company common stock or the value thereof ("Company Performance Share Award") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the greater of (1) the target number of shares of Company common stock subject to such Company Performance Share Award as of immediately prior to the Effective Time and (2) the number of shares of Company common stock that were earned based on actual achievement of the performance criteria set forth in the applicable award agreement, measured based on a shortened performance period that ended as of the close of the business on December 19, 2019, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $27.30 · Expires 2021-03-17 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-20 · Disposition to issuer · Disposed 91,014 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each Company stock appreciation right relating to Company common stock ("Company SAR") outstanding as of immediately prior to the Effective Time was cancelled and converted into a stock appreciation right covering shares of Callon common stock ("Callon SAR") with respect to the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company SAR as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded down to the nearest whole share. The exercise price per share of each Callon SAR is equal to the exercise price per share of the applicable Company SAR divided by the Exchange Ratio, rounded up to the nearest whole cent. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $26.94 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-12-20 · Disposition to issuer · Disposed 88,736 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each Company stock appreciation right relating to Company common stock ("Company SAR") outstanding as of immediately prior to the Effective Time was cancelled and converted into a stock appreciation right covering shares of Callon common stock ("Callon SAR") with respect to the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company SAR as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded down to the nearest whole share. The exercise price per share of each Callon SAR is equal to the exercise price per share of the applicable Company SAR divided by the Exchange Ratio, rounded up to the nearest whole cent. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $14.67 · Expires 2025-03-17 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-12-20 · Disposition to issuer · Disposed 136,251 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each Company stock appreciation right relating to Company common stock ("Company SAR") outstanding as of immediately prior to the Effective Time was cancelled and converted into a stock appreciation right covering shares of Callon common stock ("Callon SAR") with respect to the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company SAR as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded down to the nearest whole share. The exercise price per share of each Callon SAR is equal to the exercise price per share of the applicable Company SAR divided by the Exchange Ratio, rounded up to the nearest whole cent. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $10.98 · Expires 2026-03-17 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-12-20 · Disposition to issuer · Disposed 184,542 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, each Company stock appreciation right relating to Company common stock ("Company SAR") outstanding as of immediately prior to the Effective Time was cancelled and converted into a stock appreciation right covering shares of Callon common stock ("Callon SAR") with respect to the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company SAR as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded down to the nearest whole share. The exercise price per share of each Callon SAR is equal to the exercise price per share of the applicable Company SAR divided by the Exchange Ratio, rounded up to the nearest whole cent. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 20, 2019, pursuant to the Agreement and Plan of Merger, dated as of July 14, 2019, as amended (the "Merger Agreement"), by and between Callon Petroleum Company ("Callon") and Carrizo Oil & Gas, Inc. (the "Company"), the Company merged with and into Callon (the "Merger"), with Callon surviving the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time owned by the Reporting Person converted into the right to receive 1.75 shares (the "Exchange Ratio") of Callon common stock, along with cash in lieu of fractional shares. The closing price per share of Callon common stock on the New York Stock Exchange on December 19, 2019, the day prior to the Effective Time, was $4.72.
F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share.
F3: Pursuant to the Merger Agreement, at the Effective Time, each award of Company performance shares representing the right to receive either Company common stock or the value thereof ("Company Performance Share Award") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the greater of (1) the target number of shares of Company common stock subject to such Company Performance Share Award as of immediately prior to the Effective Time and (2) the number of shares of Company common stock that were earned based on actual achievement of the performance criteria set forth in the applicable award agreement, measured based on a shortened performance period that ended as of the close of the business on December 19, 2019, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share.
F4: Pursuant to the Merger Agreement, at the Effective Time, each Company stock appreciation right relating to Company common stock ("Company SAR") outstanding as of immediately prior to the Effective Time was cancelled and converted into a stock appreciation right covering shares of Callon common stock ("Callon SAR") with respect to the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company SAR as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded down to the nearest whole share. The exercise price per share of each Callon SAR is equal to the exercise price per share of the applicable Company SAR divided by the Exchange Ratio, rounded up to the nearest whole cent.
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 |
|---|---|---|---|---|---|---|
| December 23, 2016 Filed Dec 30, 2016 21:41 UTC | BASIC ENERGY SERVICES, INC. BAS · Entity 139243 | OtherNew Common Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001109189-16-000447 · wf-form4_148313407188929.xml · nonDerivative · entry 2 JOHNSON S P IV · CIK 0001044584 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32 F2 · kind: New shares of the Issuer's common stock, par value $0.01 per share (the "New Common Stock") were issued to all of the Issuer's stockholders (including the Reporting Person) pursuant to the Prepackaged Plan in exchange for the Old Common Stock held by such persons on the Effective Date under the Prepackaged Plan. The receipt of the New Common Stock in exchange for Old Common Stock was involuntary, without consideration and in accordance with the Prepackaged Plan approved by the Bankruptcy Court. F2 · price: New shares of the Issuer's common stock, par value $0.01 per share (the "New Common Stock") were issued to all of the Issuer's stockholders (including the Reporting Person) pursuant to the Prepackaged Plan in exchange for the Old Common Stock held by such persons on the Effective Date under the Prepackaged Plan. The receipt of the New Common Stock in exchange for Old Common Stock was involuntary, without consideration and in accordance with the Prepackaged Plan approved by the Bankruptcy Court. Read SEC document |
| December 23, 2016 Filed Dec 30, 2016 21:41 UTC | BASIC ENERGY SERVICES, INC. BAS · Entity 139243 | OtherCommon Stock | 18,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001109189-16-000447 · wf-form4_148313407188929.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The Issuer and certain of its subsidiaries (collectively with the Issuer, the "Debtors") filed voluntary petitions (the cases commenced thereby, the "Chapter 11 Cases") under chapter 11 of title 11 of the United States Code on October 25, 2016 in the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court"). On December 9, 2016, the Bankruptcy Court entered an order approving the First Amended Joint Prepackaged Chapter 11 Plan of Basic Energy Services, Inc. and its Affiliated Debtors (as confirmed, the "Prepackaged Plan"), and on December 23, 2016 (the "Effective Date"), the Prepackaged Plan became effective pursuant to its terms and the Debtors emerged from the Chapter 11 Cases. On the Effective Date, all outstanding shares of the Issuer's common stock (the "Old Common Stock") were cancelled and extinguished. F1 · price: The Issuer and certain of its subsidiaries (collectively with the Issuer, the "Debtors") filed voluntary petitions (the cases commenced thereby, the "Chapter 11 Cases") under chapter 11 of title 11 of the United States Code on October 25, 2016 in the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court"). On December 9, 2016, the Bankruptcy Court entered an order approving the First Amended Joint Prepackaged Chapter 11 Plan of Basic Energy Services, Inc. and its Affiliated Debtors (as confirmed, the "Prepackaged Plan"), and on December 23, 2016 (the "Effective Date"), the Prepackaged Plan became effective pursuant to its terms and the Debtors emerged from the Chapter 11 Cases. On the Effective Date, all outstanding shares of the Issuer's common stock (the "Old Common Stock") were cancelled and extinguished. Read SEC document |
| December 22, 2016 Filed Jan 9, 2017 22:47 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 9,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-17-000002 · wf-form4_148400200679021.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,947 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 22:22 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 1,853 | $41.89 | $77,629.95 |
DisclosureSEC source: 0001040593-16-000275 · wf-form4_148114936225876.xml · nonDerivative · entry 2 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,717 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F3 · price: The price reported in Column 4 is a weighted average price. 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 request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. These shares were sold in multiple transactions at prices ranging from $41.75 to $42.23, inclusive. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 22:22 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 4,147 | $41.23 | $170,985.79 |
DisclosureSEC source: 0001040593-16-000275 · wf-form4_148114936225876.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,570 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. 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 request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. These shares were sold in multiple transactions at prices ranging from $40.74 to $41.70, inclusive. Read SEC document |
| November 19, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 6 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by family limited partnership Disclosed balance after: 400,000 F3 · kind: Gift by the spouse of the reporting person to a family limited partnership of which the reporting person and his spouse are the general partners. Read SEC document |
| November 19, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 5 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by spouse Disclosed balance after: 0 F3 · kind: Gift by the spouse of the reporting person to a family limited partnership of which the reporting person and his spouse are the general partners. Read SEC document |
| November 19, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 4 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by family limited partnership Disclosed balance after: 200,000 F2 · kind: Gift by the reporting person to a family limited partnership of which the reporting person and his spouse are the general partners. Read SEC document |
| November 19, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 3 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,717 F2 · kind: Gift by the reporting person to a family limited partnership of which the reporting person and his spouse are the general partners. Read SEC document |
| November 17, 2016 Filed Nov 17, 2016 22:15 UTC | BASIC ENERGY SERVICES, INC. BAS · Entity 139243 | SaleCommon Stock | 100,368 | $0.33 | $33,362.32 |
DisclosureSEC source: 0001109189-16-000356 · wf-form4_147942088959876.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,332 F1 · price: Reflects the weighted average sales price for the common stock. These shares were sold in multiple transactions at prices ranging from $0.3200 to $0.3400, inclusive. The reporting person will provide upon request by the SEC staff, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 2 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by spouse Disclosed balance after: 200,000 F1 · kind: The reporting person and his spouse entered into a marital property partition agreement pursuant to which 200,000 shares previously reported as owned directly by the reporting person, and which was community property, became the separate property of his spouse. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:32 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-16-000271 · wf-form4_147976756186477.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,717 F1 · kind: The reporting person and his spouse entered into a marital property partition agreement pursuant to which 200,000 shares previously reported as owned directly by the reporting person, and which was community property, became the separate property of his spouse. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:37 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 98 | $35.21 | $3,450.58 |
DisclosureSEC source: 0001040593-16-000269 · wf-form4_147873104370166.xml · nonDerivative · entry 2 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,717 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:37 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 5,902 | $34.73 | $204,992.40 |
DisclosureSEC source: 0001040593-16-000269 · wf-form4_147873104370166.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,815 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. 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 request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. These shares were sold in multiple transactions at prices ranging from $34.21 to $35.19, inclusive. Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 21:11 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 6,000 | $41.56 | $249,382.20 |
DisclosureSEC source: 0001040593-16-000259 · wf-form4_147578826962339.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,717 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. 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 request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. These shares were sold in multiple transactions at prices ranging from $41.29 to $42.08, inclusive. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 21:10 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionStock Appreciation Rights · Derivative | 62,373 | $28.68 Strike: $28.68 | $1,788,857.64 |
DisclosureSEC source: 0001040593-16-000256 · wf-form4_147552903896546.xml · derivative · entry 3 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62,373 shares Expires 2017-06-18 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. F3 · security: These stock appreciation rights are settled solely in cash. F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F4 · derivative.exercise_date: These stock appreciation rights vested in three equal installments on May 29, 2014, May 29, 2015 and May 29, 2016. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 21:10 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Disposition to issuerCommon Stock | 62,373 | $39.31 | $2,451,882.63 |
DisclosureSEC source: 0001040593-16-000256 · wf-form4_147552903896546.xml · nonDerivative · entry 2 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,717 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · acquired: Pursuant to the requirements of Form 4, the exercise of cash settled stock appreciation rights are presented as an acquisition and disposition of common stock. Contrary to this presentation, because the stock appreciation rights were settled in cash, no shares of common stock were issued to or sold by the reporting person. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 21:10 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionCommon Stock | 62,373 | $28.68 | $1,788,857.64 |
DisclosureSEC source: 0001040593-16-000256 · wf-form4_147552903896546.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,090 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 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · acquired: Pursuant to the requirements of Form 4, the exercise of cash settled stock appreciation rights are presented as an acquisition and disposition of common stock. Contrary to this presentation, because the stock appreciation rights were settled in cash, no shares of common stock were issued to or sold by the reporting person. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:35 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | SaleCommon Stock | 6,000 | $39.68 | $238,069.20 |
DisclosureSEC source: 0001040593-16-000251 · wf-form4_147336691633175.xml · nonDerivative · entry 1 JOHNSON S P IV · CIK 0001044584 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,717 F1 · kind: These transactions were effected in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. 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 request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. These shares were sold in multiple transactions at prices ranging from $39.25 to $40.22, inclusive. 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.