Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPAND ENERGY CorpEXE · Entity 3213 | EVP & CFO | June 04, 2026 | June 04, 2026 |
| Shell Midstream Partners, L.P.SHLX · Entity 122951 | Director | February 01, 2018 | February 09, 2018 |
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.
EXPAND ENERGY Corp
Report date June 04, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,144 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Purchase · Acquired 2,000 · Balance 11,144 |
Shell Midstream Partners, L.P.
Report date February 01, 2018 · Filed February 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-02-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 04, 2026 Filed Jun 4, 2026 20:11 UTC | EXPAND ENERGY Corp EXE · Entity 3213 | PurchaseCommon Stock | 2,000 | $92.88 | $185,760.00 |
DisclosureSEC source: 0001730935-26-000011 · wk-form4_1780603896.xml · nonDerivative · entry 1 Teunissen Marcel · CIK 0001730935 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,144 Read SEC document |
| May 07, 2026 Filed May 7, 2026 20:46 UTC | EXPAND ENERGY Corp EXE · Entity 3213 | PurchaseCommon Stock | 2,000 | $96.43 | $192,860.00 |
DisclosureSEC source: 0001730935-26-000009 · wk-form4_1778186795.xml · nonDerivative · entry 1 Teunissen Marcel · CIK 0001730935 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,144 Read SEC document |
| April 06, 2026 Filed Apr 6, 2026 21:23 UTC | EXPAND ENERGY Corp EXE · Entity 3213 | GrantPerformance Share Unit · Derivative | 6,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001730935-26-000007 · wk-form4_1775510622.xml · derivative · entry 3 Teunissen Marcel · CIK 0001730935 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,001 Underlying: Common Stock · 6,001 shares Expires 2029-04-06 F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. F3 · derivative.exercise_date: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. F3 · derivative.underlying_shares: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. Read SEC document |
| April 06, 2026 Filed Apr 6, 2026 21:23 UTC | EXPAND ENERGY Corp EXE · Entity 3213 | GrantPerformance Share Unit · Derivative | 6,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001730935-26-000007 · wk-form4_1775510622.xml · derivative · entry 2 Teunissen Marcel · CIK 0001730935 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,001 Underlying: Common Stock · 6,001 shares Expires 2029-04-06 F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. F2 · derivative.underlying_shares: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. Read SEC document |
| April 06, 2026 Filed Apr 6, 2026 21:23 UTC | EXPAND ENERGY Corp EXE · Entity 3213 | GrantCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001730935-26-000007 · wk-form4_1775510622.xml · nonDerivative · entry 1 Teunissen Marcel · CIK 0001730935 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,144 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Expand 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.