Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HALLADOR ENERGY COHNRG · Entity 5143 | Director · 10% owner | May 28, 2026 | June 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HALLADOR ENERGY CO
Report date May 28, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,316 |
Reported balance
After 2026-05-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-28 · Grant · Acquired 6,316 · Balance 6,316 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. F5: These shares were issued to the reporting person as consideration for his total annual equity compensation for service on the Issuer's board. F6: The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement. |
| Common StockSEC Table I · non-derivative | Direct | 2,851 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,851 |
| Common StockSEC Table I · non-derivative | IndirectLubar Equity Fund LLC | 2,788,685 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,788,685 F1: Shares are owned by the Lubar Equity Fund LLC (LEF). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by LEF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LEF, except to the extent of his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectLubar Opportunity Fund, I (LOFI) | 2,391,571 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,391,571 F2: Shares are owned by the Lubar Opportunity Fund, I (LOFI). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held LOFI. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSM Opportunity Fund, LLC (SMOF) | 271,763 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 271,763 F3: Shares are owned by the SM Opportunity Fund, LLC (SMOF), Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by SMOF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by SMOF, except to the extent of his respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are owned by the Lubar Equity Fund LLC (LEF). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by LEF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LEF, except to the extent of his respective pecuniary interest therein.
F2: Shares are owned by the Lubar Opportunity Fund, I (LOFI). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held LOFI. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein.
F3: Shares are owned by the SM Opportunity Fund, LLC (SMOF), Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by SMOF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by SMOF, except to the extent of his respective pecuniary interest therein.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan.
F5: These shares were issued to the reporting person as consideration for his total annual equity compensation for service on the Issuer's board.
F6: The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed Jun 2, 2026 00:44 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | GrantRestricted Stock Units · Derivative | 6,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001032385-26-000003 · form4-06022026_120644.xml · derivative · entry 5 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,316 Underlying: Common Stock · 6,316 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. F5 · shares: These shares were issued to the reporting person as consideration for his total annual equity compensation for service on the Issuer's board. F4 · price: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. F4 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. F6 · derivative.exercise_date: The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement. F4 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. F6 · derivative.expiration_date: The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement. F4 · derivative.underlying: Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. Read SEC document |
| December 30, 2025 Filed Dec 31, 2025 22:40 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | GrantCommon Stock | 2,851 | $19.29 | $54,995.79 |
DisclosureSEC source: 0001032385-25-000005 · form4-12312025_101219.xml · nonDerivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,851 F1 · shares: These shares were issued to the reporting person as consideration for his total 2025 calendar year equity compensation for service on the Issuer's board. Read SEC document |
| August 31, 2024 Filed Sep 3, 2024 21:36 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | OtherCommon Stock | 271,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-028281 · rdgdoc.xml · nonDerivative · entry 3 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · SM Opportunities Fund, LLC Disclosed balance after: 271,763 F4 · kind: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · shares: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · balance_after: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F2 · ownership.nature: These securities are owned by SM Opportunities Fund, LLC ("SMOF"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by SMOF. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| August 31, 2024 Filed Sep 3, 2024 21:36 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | OtherCommon Stock | 271,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-028281 · rdgdoc.xml · nonDerivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 2,391,571 F4 · kind: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · shares: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · price: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · acquired: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F4 · balance_after: This form is being filed to report a change in the form of beneficial ownership of the shares as a result of a distribution of 271,763 shares of the issuer by LOFI to SMOF. F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 21:17 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | ConversionConvertible Note-common stock · Derivative | 1,279,182 | $6.25 Strike: $6.25 | $8,000,004.23 |
DisclosureSEC source: 0001437749-24-010666 · rdgdoc.xml · derivative · entry 4 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 0 Underlying: Common Stock · 1,279,182 shares Expires 2024-08-22 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 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 21:17 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | OtherCommon Stock | 180,112 | $5.33 | $959,996.96 |
DisclosureSEC source: 0001437749-24-010666 · rdgdoc.xml · nonDerivative · entry 2 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 2,663,334 F2 · shares: Per the terms of the Unsecured Convertible Notes, interest due may be paid in shares of the Issuer's common stock. F4 · price: Based on the closing stock price on March 28, 2024. F1 · balance_after: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 21:17 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | ConversionCommon Stock | 1,279,182 | $6.25 | $8,000,004.23 |
DisclosureSEC source: 0001437749-24-010666 · rdgdoc.xml · nonDerivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 2,483,222 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. F5 · shares: Theses securities were issued due to the conversion of two unsecured convertible notes to Lubar Opportunities Fund I, LLC, per the terms of the agreements. F5 · price: Theses securities were issued due to the conversion of two unsecured convertible notes to Lubar Opportunities Fund I, LLC, per the terms of the agreements. F1 · balance_after: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 17:50 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | OtherCommon Stock | 51,168 | $6.25 | $320,004.67 |
DisclosureSEC source: 0001437749-24-005658 · rdgdoc.xml · nonDerivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 1,204,040 F2 · price: Per the terms of the Unsecured Convertible Notes, interest due may be paid in shares of the Issuer's common stock. The share price was $6.254, based on the 30 day VWAP on 7/28/2022 when the Notes were issued. F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 19:48 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | GrantConvertible Note-common stock · Derivative | 479,693 | $6.25 Strike: $6.25 | $3,000,000.02 |
DisclosureSEC source: 0001437749-22-019782 · rdgdoc.xml · derivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 1,279,182 Underlying: Common Stock · 479,693 shares Expires 2024-08-17 F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 22:49 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | GrantConvertible Note-common stock · Derivative | 799,489 | $6.25 Strike: $6.25 | $5,000,004.21 |
DisclosureSEC source: 0001437749-22-018504 · rdgdoc.xml · derivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lubar Opportunities Fund I, LLC Disclosed balance after: 799,489 Underlying: Common Stock · 799,489 shares Expires 2024-08-17 F1 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 21:31 UTC | HALLADOR ENERGY CO HNRG · Entity 5143 | ConversionCommon Stock | 1,152,872 | $4.34 | $5,000,005.86 |
DisclosureSEC source: 0001437749-22-014532 · rdgdoc.xml · nonDerivative · entry 1 LUBAR DAVID J · CIK 0001032385 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,941,557 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 · ownership.nature: These securities are owned by Lubar Opportunities Fund I, LLC ("LOFI"). Lubar & Co. is the sole manager of the fund. Mr. David Lubar, as CEO of Lubar & Co., may be deemed to share voting and dispositive power as to the shares held by LOFI. Mr. David Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein 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.