Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALPINE SUMMIT ENERGY PARTNERS, INC.ALPS · Entity 112604 | Director | May 30, 2023 | June 01, 2023 |
| GOLAR LNG LTDGLNG · Entity 3867 | Director | March 18, 2026 | March 18, 2026 |
| Talen Energy CorpTLN · Entity 3381 | Director | May 22, 2026 | May 27, 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.
ALPINE SUMMIT ENERGY PARTNERS, INC.
Report date May 30, 2023 · Filed June 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Subordinate Voting SharesSEC Table I · non-derivative | Direct | 1,087,892 |
Reported balance
After 2023-05-30 transaction · row 1
1 source rowRow 1 · 2023-05-30 · Exercise / conversion · Acquired 21,656 · Balance 1,087,892 F1: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. |
| Class B Non-Voting UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-30 · Exercise / conversion · Disposed 21,656 · Balance 0 F1: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. |
| Class A Subordinate Voting SharesSEC Table I · non-derivative | IndirectHeld by spouse | 14,000 |
Reported balance
Holding disclosure · report date 2023-05-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis.
GOLAR LNG LTD
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 4,393 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,393 |
Talen Energy Corp
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,825 |
Ending reported balance
After 2026-05-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-22 · Exercise / conversion · Acquired 4,133 · Balance 8,265 F1: 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. Row 2 · 2026-05-22 · Exercise / conversion · Acquired 18,349 · Balance 26,614 F2: Each performance-based restricted stock units ("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. Row 3 · 2026-05-22 · Disposition to issuer · Disposed 6,789 · Balance 19,825 F3: Represents a portion of the PSUs that vested on May 17, 2026 (an additional 6,789 of which were cash settled in an amount approximately equivalent to taxes associated with the stock-settled portion of such vesting). |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-22 · Exercise / conversion · Disposed 4,133 · Balance 0 F1: 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. |
| 2023 Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-22 · Exercise / conversion · Disposed 45,873 · Balance 0 F2: Each performance-based restricted stock units ("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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Each performance-based restricted stock units ("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.
F3: Represents a portion of the PSUs that vested on May 17, 2026 (an additional 6,789 of which were cash settled in an amount approximately equivalent to taxes associated with the stock-settled portion of such vesting).
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 22, 2026 Filed May 27, 2026 22:30 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Performance-Based Restricted Stock Units · Derivative | 45,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038567 · wk-form4_1779921042.xml · derivative · entry 5 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,873 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 units ("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 units ("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 units ("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 22:30 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversion2023 Restricted Stock Units · Derivative | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-038567 · wk-form4_1779921042.xml · derivative · entry 4 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,133 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. 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. 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. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:30 UTC | Talen Energy Corp TLN · Entity 3381 | Disposition to issuerCommon Stock | 6,789 | $324.21 | $2,201,061.69 |
DisclosureSEC source: 0001628280-26-038567 · wk-form4_1779921042.xml · nonDerivative · entry 3 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,825 F3 · kind: Represents a portion of the PSUs that vested on May 17, 2026 (an additional 6,789 of which were cash settled in an amount approximately equivalent to taxes associated with the stock-settled portion of such vesting). Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:30 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 18,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038567 · wk-form4_1779921042.xml · nonDerivative · entry 2 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,614 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 units ("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 22:30 UTC | Talen Energy Corp TLN · Entity 3381 | Exercise / conversionCommon Stock | 4,133 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-038567 · wk-form4_1779921042.xml · nonDerivative · entry 1 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,265 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. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:48 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2026 Restricted Stock Units · Derivative | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013414 · wk-form4_1772491698.xml · derivative · entry 1 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118 Underlying: Common Stock · 1,118 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, 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. F2 · derivative.exercise_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 25, 2027. F2 · derivative.expiration_date: Represents RSUs that, subject to the reporting person's continued service, will vest on February 25, 2027. 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 | 4,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030221 · wk-form4_1749500052.xml · derivative · entry 2 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,133 Underlying: Common Stock · 4,132 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. F2 · derivative.exercise_date: Represents 4,132 RSUs that vested on May 17, 2025 and 4,133 RSUs that, subject to the reporting person's continued service, will vest on May 17, 2026. F2 · derivative.expiration_date: Represents 4,132 RSUs that vested on May 17, 2025 and 4,133 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 | Exercise / conversionCommon Stock | 4,132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-030221 · wk-form4_1749500052.xml · nonDerivative · entry 1 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,132 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 |
| February 28, 2025 Filed Mar 4, 2025 21:29 UTC | Talen Energy Corp TLN · Entity 3381 | Grant2025 Restricted Stock Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009902 · wk-form4_1741123753.xml · derivative · entry 1 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,789 Underlying: Common Stock · 1,789 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, 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. 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 30, 2023 Filed Jun 1, 2023 20:07 UTC | ALPINE SUMMIT ENERGY PARTNERS, INC. ALPS · Entity 112604 | Exercise / conversionClass B Non-Voting Units · Derivative | 21,656 | $0.00 | $0.00 |
DisclosureSEC source: 0000912282-23-000084 · form4.xml · derivative · entry 3 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Subordinate Voting Shares · 21,656 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: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. F1 · derivative.exercise_date: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. F1 · derivative.expiration_date: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:07 UTC | ALPINE SUMMIT ENERGY PARTNERS, INC. ALPS · Entity 112604 | Exercise / conversionClass A Subordinate Voting Shares | 21,656 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000912282-23-000084 · form4.xml · nonDerivative · entry 1 SCHAEFER STEPHEN · CIK 0001955735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,087,892 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: Represents Class B non-voting units of HB2 Origination, LLC, which are exchangeable at the option of the reporting person for Class A subordinate voting shares of the Issuer on a one-for-one basis. 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.