Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Summit Midstream CorpSMC · Entity 5504 | Director | May 19, 2026 | May 21, 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.
Summit Midstream Corp
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Joint Spousal Trust | 16,979 |
Reported balance
After 2026-05-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-19 · Sale · Disposed 10,000 · Balance 16,979 F1: The Reporting Person is a trustee of the Joint Spousal Trust. The Reporting Person and his spouse are the sole beneficiaries of the Joint Spousal Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person is a trustee of the Joint Spousal Trust. The Reporting Person and his spouse are the sole beneficiaries of the Joint Spousal Trust.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Green Plains Inc.
Report date September 22, 2017 · Filed September 22, 2017
Section 16 reporting ended · disclosed 2017-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,678 |
Reported balance
After 2017-09-22 transaction · row 1
1 source rowRow 1 · 2017-09-22 · Tax withholding · Disposed 14,585 · Balance 66,678 F1: Disposition reported represents tax withholding on the portion of a previously reported grant that vested on date indicated herein due to reporting owner retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition reported represents tax withholding on the portion of a previously reported grant that vested on date indicated herein due to reporting owner retirement.
Green Plains Partners LP
Report date January 09, 2024 · Filed January 10, 2024
Section 16 reporting ended · disclosed 2024-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-01-09 transaction · row 1
1 source rowRow 1 · 2024-01-09 · Disposition to issuer · Disposed 6,183 · Balance 0 F1: Pursuant to the Merger Agreement (as defined below), each of the outstanding awards relating to a common unit representing a limited partner interest (each, a "Common Unit") in Green Plains Partners LP (the "Partnership") under the Green Plains Partners LP 2015 Long-Term Incentive Plan became fully vested and was automatically canceled and converted into the right to receive, with respect to each Common Unit subject thereto, the Merger Consideration (as defined below). F2: Pursuant to that certain Agreement and Plan of Merger, dated as of September 16, 2023, by and among Green Plains Inc. ("GPRE"), GPLP Holdings Inc., GPLP Merger Sub LLC, the Partnership, and Green Plains Holdings LLC, the general partner of the Partnership (the "General Partner"), GPRE acquired all of the outstanding Common Units not already held by GPRE, the General Partner and their respective affiliates (the "Public Common Units") via a merger (the "Merger") that resulted in the Partnership surviving the Merger as an indirect, wholly owned subsidiary of GPRE. Pursuant to the Merger Agreement, each Public Common Unit was converted into the right to receive (i) 0.405 shares of common stock, par value $0.001 per share, of GPRE and (ii) $2.50 in cash, without interest (collectively, the "Merger Consideration"). |
| Common UnitsSEC Table I · non-derivative | IndirectBy Joint Spousal Trust | 0 |
Reported balance
After 2024-01-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-01-09 · Disposition to issuer · Disposed 46,600 · Balance 0 F2: Pursuant to that certain Agreement and Plan of Merger, dated as of September 16, 2023, by and among Green Plains Inc. ("GPRE"), GPLP Holdings Inc., GPLP Merger Sub LLC, the Partnership, and Green Plains Holdings LLC, the general partner of the Partnership (the "General Partner"), GPRE acquired all of the outstanding Common Units not already held by GPRE, the General Partner and their respective affiliates (the "Public Common Units") via a merger (the "Merger") that resulted in the Partnership surviving the Merger as an indirect, wholly owned subsidiary of GPRE. Pursuant to the Merger Agreement, each Public Common Unit was converted into the right to receive (i) 0.405 shares of common stock, par value $0.001 per share, of GPRE and (ii) $2.50 in cash, without interest (collectively, the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger Agreement (as defined below), each of the outstanding awards relating to a common unit representing a limited partner interest (each, a "Common Unit") in Green Plains Partners LP (the "Partnership") under the Green Plains Partners LP 2015 Long-Term Incentive Plan became fully vested and was automatically canceled and converted into the right to receive, with respect to each Common Unit subject thereto, the Merger Consideration (as defined below).
F2: Pursuant to that certain Agreement and Plan of Merger, dated as of September 16, 2023, by and among Green Plains Inc. ("GPRE"), GPLP Holdings Inc., GPLP Merger Sub LLC, the Partnership, and Green Plains Holdings LLC, the general partner of the Partnership (the "General Partner"), GPRE acquired all of the outstanding Common Units not already held by GPRE, the General Partner and their respective affiliates (the "Public Common Units") via a merger (the "Merger") that resulted in the Partnership surviving the Merger as an indirect, wholly owned subsidiary of GPRE. Pursuant to the Merger Agreement, each Public Common Unit was converted into the right to receive (i) 0.405 shares of common stock, par value $0.001 per share, of GPRE and (ii) $2.50 in cash, without interest (collectively, the "Merger Consideration").
Summit Midstream Partners, LP
Report date August 01, 2024 · Filed August 03, 2024
Section 16 reporting ended · disclosed 2024-08-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | IndirectBy Joint Spousal Trust | 0 |
Reported balance
After 2024-08-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-08-01 · Disposition to issuer · Disposed 30,239 · Balance 0 F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units. F3: The Reporting Person is a trustee of the Joint Spousal Trust. The Reporting Person and his spouse are the sole beneficiaries of the Joint Spousal Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation.
F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units.
F3: The Reporting Person is a trustee of the Joint Spousal Trust. The Reporting Person and his spouse are the sole beneficiaries of the Joint Spousal Trust.
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 |
|---|---|---|---|---|---|---|
| February 12, 2017 Filed Feb 14, 2017 23:07 UTC | Green Plains Inc. GPRE · Entity 4937 | Tax withholdingCommon Stock | 4,003 | $24.90 | $99,674.70 |
DisclosureSEC source: 0001309402-17-000040 · certent-form4.xml · nonDerivative · entry 1 PETERS JERRY L · CIK 0001237636 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,463 F1 · kind: Disposition reported represents tax withholding on the portion of a previously reported grant that vested on date indicated herein. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:20 UTC | Green Plains Inc. GPRE · Entity 4937 | Tax withholdingCommon Stock | 1,767 | $23.20 | $40,994.40 |
DisclosureSEC source: 0001309402-17-000022 · certent-form4.xml · nonDerivative · entry 2 PETERS JERRY L · CIK 0001237636 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,466 F1 · kind: Disposition reported represents tax withholding on the portion of a previously reported grant that vested on date indicated herein. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:20 UTC | Green Plains Inc. GPRE · Entity 4937 | Tax withholdingCommon Stock | 2,644 | $22.45 | $59,357.80 |
DisclosureSEC source: 0001309402-17-000022 · certent-form4.xml · nonDerivative · entry 1 PETERS JERRY L · CIK 0001237636 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,233 F1 · kind: Disposition reported represents tax withholding on the portion of a previously reported grant that vested on date indicated herein. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:29 UTC | Green Plains Inc. GPRE · Entity 4937 | SaleCommon Stock | 10,000 | $25.10 | $251,033.00 |
DisclosureSEC source: 0001309402-16-000256 · certent-form4.xml · nonDerivative · entry 1 PETERS JERRY L · CIK 0001237636 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,877 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.