Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Beacon Apollo Total Return FundXXXXX · Entity 163617 | Director | August 30, 2018 | August 30, 2018 |
| American Beacon Sound Point Enhanced Income FundXXXXX · Entity 165216 | Director | June 28, 2018 | June 29, 2018 |
| Cushing Energy Income FundSRF · Entity 148806 | Trustee | January 18, 2017 | January 23, 2017 |
| Cushing MLP Infrastructure Fund IN/A · Entity 179516 | Trustee | January 18, 2017 | January 23, 2017 |
| Cushing MLP Infrastructure Fund IIN/A · Entity 179518 | Trustee | January 18, 2017 | January 23, 2017 |
| Cushing MLP Infrastructure Master FundN/A · Entity 179514 | Trustee | January 18, 2017 | January 23, 2017 |
| NXG Cushing Midstream Energy FundSRV · Entity 6018 | Trustee | January 18, 2017 | January 23, 2017 |
| NXG NextGen Infrastructure Income FundSZC · Entity 5635 | Trustee | January 18, 2017 | January 23, 2017 |
| RANGE RESOURCES CORPRRC · Entity 3534 | Director | May 13, 2026 | May 15, 2026 |
| TYLER TECHNOLOGIES INCTYL · Entity 3344 | Director | May 05, 2026 | May 06, 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.
American Beacon Apollo Total Return Fund
Report date August 30, 2018 · Filed August 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
American Beacon Sound Point Enhanced Income Fund
Report date June 28, 2018 · Filed June 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of beneficiary interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-06-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Cushing Energy Income Fund
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
Cushing MLP Infrastructure Fund I
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
Cushing MLP Infrastructure Fund II
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
Cushing MLP Infrastructure Master Fund
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
NXG Cushing Midstream Energy Fund
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
NXG NextGen Infrastructure Income Fund
Report date January 18, 2017 · Filed January 23, 2017
This filing explicitly reported no securities owned.
RANGE RESOURCES CORP
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnvestedSEC Table I · non-derivative | IndirectUnvested Stock | 10,225 |
Reported balance
After 2026-05-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 4,967 · Balance 10,225 F1: Shares awarded to the Board of Directors are vested 100% on the 1 year anniversary of the grant. F2: Share price of $41.2745 detemined by 5-day volume weighted average price from May 5, 2026 to May 11, 2026. |
| Common Stock UnvestedSEC Table I · non-derivative | IndirectUnvested Stock | 4,967 |
Reported balance
After 2026-05-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-14 · Other · Disposed 5,258 · Balance 4,967 F3: While the transfer of these shares from an indirect to direct holding is exempt from reporting, the reporting person nonetheless has voluntarily decided to disclose this information. |
| Common StockSEC Table I · non-derivative | Direct | 33,926 |
Reported balance
After 2026-05-14 transaction · row 3
1 source rowRow 3 · 2026-05-14 · Other · Acquired 5,258 · Balance 33,926 F3: While the transfer of these shares from an indirect to direct holding is exempt from reporting, the reporting person nonetheless has voluntarily decided to disclose this information. |
| AffiliateSEC Table I · non-derivative | IndirectFamily Limited Partnership | 89,121 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 89,121 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded to the Board of Directors are vested 100% on the 1 year anniversary of the grant.
F2: Share price of $41.2745 detemined by 5-day volume weighted average price from May 5, 2026 to May 11, 2026.
F3: While the transfer of these shares from an indirect to direct holding is exempt from reporting, the reporting person nonetheless has voluntarily decided to disclose this information.
TYLER TECHNOLOGIES INC
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,971 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Exercise / conversion · Acquired 452 · Balance 2,971 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 762 |
Reported balance
After 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Grant · Acquired 762 · Balance 762 F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-06 · Exercise / conversion · Disposed 452 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5: On May 6, 2025, the reporting person was granted 452 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote (2) | 4,002 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,002 F2: Includes 4,002 shares owned indirectly by the reporting person, which are held by a family limited partnership in which the reporting person and her husband each own a 44% limited partner interest, and each have 50% ownership and control of the sole general partner with a 2% general partner interest. The remaining limited partner interests are owned by the reporting person's sons. The reporting person disclaims beneficial ownership of the shares except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Includes 4,002 shares owned indirectly by the reporting person, which are held by a family limited partnership in which the reporting person and her husband each own a 44% limited partner interest, and each have 50% ownership and control of the sole general partner with a 2% general partner interest. The remaining limited partner interests are owned by the reporting person's sons. The reporting person disclaims beneficial ownership of the shares except to the extent of her pecuniary interest therein.
F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.
F4: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.
F5: On May 6, 2025, the reporting person was granted 452 restricted stock units, which vested 100% on the first anniversary of the grant date and were settled by the Issuer on such date, subject to the terms and conditions of the Issuer's Amended and Restated 2018 Stock Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| September 12, 2019 Filed Sep 16, 2019 16:31 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionOption · Derivative | 5,000 | $0.00 Strike: $77.19 | $0.00 |
DisclosureSEC source: 0001240085-19-000022 · primary_doc.xml · derivative · entry 3 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-05-14 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_date: Option has grade vesting. Date exercisable will vary with each vesting tranche. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 16:31 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | SaleCommon Stock | 5,000 | $256.91 | $1,284,569.00 |
DisclosureSEC source: 0001240085-19-000022 · primary_doc.xml · nonDerivative · entry 2 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099 Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 16:31 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionCommon Stock | 5,000 | $77.19 | $385,950.00 |
DisclosureSEC source: 0001240085-19-000022 · primary_doc.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,099 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: Acquired through the exercise of options. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:23 UTC | RANGE RESOURCES CORP RRC · Entity 3534 | OtherCommon Stock | 8,996 | $7.82 | $70,348.72 |
DisclosureSEC source: 0001127602-19-020718 · form4.xml · nonDerivative · entry 2 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,664 F1 · shares: While the transfer of these shares from an indirect to direct holding is exempt from reporting, the reporting person nonetheless has voluntarily decided to disclose this information. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:23 UTC | RANGE RESOURCES CORP RRC · Entity 3534 | OtherCommon Stock | 8,996 | $7.82 | $70,348.72 |
DisclosureSEC source: 0001127602-19-020718 · form4.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Account Disclosed balance after: 0 F1 · shares: While the transfer of these shares from an indirect to direct holding is exempt from reporting, the reporting person nonetheless has voluntarily decided to disclose this information. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:44 UTC | RANGE RESOURCES CORP RRC · Entity 3534 | GrantCommon Stock | 21,052 | $9.50 | $199,994.00 |
DisclosureSEC source: 0001127602-19-019017 · form4.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,668 F1 · shares: Grant of restricted stock is approved by the Compensation Committee of the Board of Directors for no consideration. Grants are 100% vested on the date of grant. Read SEC document |
| May 09, 2019 Filed May 13, 2019 19:58 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionRestricted Stock Units · Derivative | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001710879-19-000020 · primary_doc.xml · derivative · entry 2 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,099 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On May 9, 2018, the reporting person was granted 1,099 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. The amount of restricted stock units granted was previously erroneously reported as 1,098 on Form 4 filed on May 10, 2018. F2 · derivative.expiration_date: On May 9, 2018, the reporting person was granted 1,099 restricted stock units, which vest 100% on the first anniversary of the grant date and which will be settled by the Issuer on such date, subject to the terms and conditions of the Issuer's 2018 Stock Incentive Plan. The amount of restricted stock units granted was previously erroneously reported as 1,098 on Form 4 filed on May 10, 2018. Read SEC document |
| May 09, 2019 Filed May 13, 2019 19:58 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionRestricted Stock Units | 1,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001710879-19-000020 · primary_doc.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 07, 2019 Filed May 8, 2019 21:07 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantRestricted Stock Units · Derivative | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001710879-19-000014 · primary_doc.xml · derivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Underlying: Common Stock · 1,150 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan. F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:44 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionOption · Derivative | 5,000 | $0.00 Strike: $77.19 | $0.00 |
DisclosureSEC source: 0001710879-18-000052 · primary_doc.xml · derivative · entry 3 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2024-05-14 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_date: Option has graded vesting. Date exercisable will vary with each vesting tranche. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:44 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | SaleCommon Stock | 4,000 | $250.39 | $1,001,564.40 |
DisclosureSEC source: 0001710879-18-000052 · primary_doc.xml · nonDerivative · entry 2 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:44 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | Exercise / conversionCommon Stock | 5,000 | $77.19 | $385,950.00 |
DisclosureSEC source: 0001710879-18-000052 · primary_doc.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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: Acquired through the exercise of options. Read SEC document |
| May 16, 2018 Filed May 17, 2018 20:21 UTC | RANGE RESOURCES CORP RRC · Entity 3534 | GrantCommon Stock | 14,553 | $15.46 | $224,989.38 |
DisclosureSEC source: 0001127602-18-017885 · form4.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,616 F1 · shares: Grant of restricted stock is approved by the Compensation Committee of the Board of Directors for no consideration. Grants are 100% vested on the date of grant. Read SEC document |
| May 09, 2018 Filed May 10, 2018 22:32 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantRestricted Stock Units · Derivative | 1,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001710879-18-000011 · primary_doc.xml · derivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098 Underlying: Common Stock · 1,098 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan. F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the date of grant and will be settled by the Issuer on such date, subject to the terms and conditions of Issuer's 2018 Stock Incentive Plan. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:22 UTC | RANGE RESOURCES CORP RRC · Entity 3534 | GrantCommon Stock | 8,996 | $25.01 | $224,989.96 |
DisclosureSEC source: 0001127602-17-018835 · form4.xml · nonDerivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Account Disclosed balance after: 8,996 F1 · shares: Grant of restricted stock into the Deferred Compensaton Plan approved by the Compensation Committee of the Board of Directors for no consideration. Grants are 100% vested on the date of grant. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:29 UTC | TYLER TECHNOLOGIES INC TYL · Entity 3344 | GrantOption · Derivative | 5,000 | $0.00 Strike: $167.14 | $0.00 |
DisclosureSEC source: 0001240085-17-000008 · primary_doc.xml · derivative · entry 1 Cline Brenda A · CIK 0001605218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2027-05-10 F1 · derivative.exercise_date: Option has graded vesting. Date exercisable will vary with each vesting tranche. 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.