Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Black Stone Minerals, L.P.BSM · Entity 4198 | Director · Executive Chairman | May 13, 2026 | May 14, 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.
Black Stone Minerals, L.P.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 3,682,724 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Purchase · Acquired 1,120 · Balance 3,682,724 F1: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $13.49 to $13.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Fowler Thomas Carter 1995 Trust | 13,141 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,141 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Georgia Elizabeth Carter 1995 Trust | 37,741 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 37,741 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy spouse | 167,155 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 167,155 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Molly Leachman Carter 1995 Trust | 37,742 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 37,742 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Katherine Ross Carter 1995 Trust | 37,741 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 37,741 |
| Common units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Carter2221, Ltd. | 11,481,503 |
Reported balance
Holding disclosure · report date 2026-05-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 11,481,503 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $13.49 to $13.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARRIZO OIL & GAS INC
Report date December 20, 2019 · Filed December 20, 2019
Section 16 reporting ended · disclosed 2019-12-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 1
1 source rowRow 1 · 2019-12-20 · Disposition to issuer · Disposed 55,504 · Balance 0 F1: On December 20, 2019, pursuant to the Agreement and Plan of Merger, dated as of July 14, 2019, as amended (the "Merger Agreement"), by and between Callon Petroleum Company ("Callon") and Carrizo Oil & Gas, Inc. (the "Company"), the Company merged with and into Callon (the "Merger"), with Callon surviving the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time owned by the Reporting Person converted into the right to receive 1.75 shares (the "Exchange Ratio") of Callon common stock, along with cash in lieu of fractional shares. The closing price per share of Callon common stock on the New York Stock Exchange on December 19, 2019, the day prior to the Effective Time, was $4.72. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-12-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-20 · Disposition to issuer · Disposed 9,431 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 20, 2019, pursuant to the Agreement and Plan of Merger, dated as of July 14, 2019, as amended (the "Merger Agreement"), by and between Callon Petroleum Company ("Callon") and Carrizo Oil & Gas, Inc. (the "Company"), the Company merged with and into Callon (the "Merger"), with Callon surviving the Merger. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time owned by the Reporting Person converted into the right to receive 1.75 shares (the "Exchange Ratio") of Callon common stock, along with cash in lieu of fractional shares. The closing price per share of Callon common stock on the New York Stock Exchange on December 19, 2019, the day prior to the Effective Time, was $4.72.
F2: Pursuant to the Merger Agreement, at the Effective Time, each Company restricted stock unit relating to Company common stock ("Company RSU") outstanding as of immediately prior to the Effective Time was cancelled and converted into the vested right to receive the number of shares of Callon common stock equal to the product of (a) the number of shares of Company common stock subject to such Company RSU as of immediately prior to the Effective Time, multiplied by (b) the Exchange Ratio, rounded up to the nearest whole share.
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, 2018 Filed May 24, 2018 19:26 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionRestricted Stock Units · Derivative | 3,950 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001040593-18-000065 · wf-form4_152720434712522.xml · derivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,950 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 · security: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Each restricted stock unit vested on May 22, 2018. F2 · derivative.expiration_date: Each restricted stock unit vested on May 22, 2018. Read SEC document |
| May 22, 2018 Filed May 24, 2018 19:26 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionCommon Stock | 3,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-18-000065 · wf-form4_152720434712522.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,075 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. Read SEC document |
| May 21, 2018 Filed May 23, 2018 22:01 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 8,160 | $18.62 | $151,939.20 |
DisclosureSEC source: 0001209191-18-032699 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,689 F1 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on May 21, 2018. Read SEC document |
| May 21, 2018 Filed May 23, 2018 22:01 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 20,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032699 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909,849 F1 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on May 21, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:38 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingSubordinated units representing limited partner interests · Derivative | 10,567 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-020744 · doc4.xml · derivative · entry 10 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,393 Underlying: Common units representing limited partner interests · 10,567 shares Expires not disclosed F2 · derivative.exercise_price: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F3 · price: For tax withholding purposes, the value of the subordinated units was fixed at a discount to the closing price of BSM common units on March 15, 2018. F2 · derivative.exercise_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F2 · derivative.expiration_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:38 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 8,068 | $17.05 | $137,559.40 |
DisclosureSEC source: 0001209191-18-020744 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 889,114 F1 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on March 15, 2018. Read SEC document |
| March 12, 2018 Filed Mar 19, 2018 23:38 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020744 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 897,182 Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 23:18 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 14,240 | $17.26 | $245,758.19 |
DisclosureSEC source: 0001209191-18-015977 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972,182 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.13 to $17.33, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:17 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 97,097 | $17.95 | $1,742,891.15 |
DisclosureSEC source: 0001209191-18-012616 · doc4.xml · nonDerivative · entry 3 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 957,942 F2 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:17 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 246,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012616 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,055,039 F2 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:17 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 144,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012616 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,291 F1 · kind: Common units subject to a restricted unit award issued pursuant to the Black Stone Minerals, L.P. Long-Term Incentive Plan (the "LTIP"). Except as otherwise provided in the LTIP or the award agreement governing the award, the common units will vest in three equal installments on each of January 7, 2019, January 7, 2020, and January 7, 2021, so long as the Reporting Person remains continuously employed by the Issuer, Black Stone Minerals GP, L.L.C. (the "General Partner"), or any of their respective affiliates through each such vesting date. Read SEC document |
| January 08, 2018 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 88,658 | $18.37 | $1,628,647.46 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · nonDerivative · entry 3 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,445 F2 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on January 5, 2018. Read SEC document |
| December 05, 2017 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 70,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,103 Read SEC document |
| November 07, 2017 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftSubordinated units representing limited partner interests · Derivative | 16,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · derivative · entry 13 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 16,270 shares Expires not disclosed F3 · derivative.exercise_price: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F1 · kind: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. F3 · derivative.exercise_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F3 · derivative.expiration_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F1 · balance_after: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. Read SEC document |
| November 07, 2017 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftSubordinated units representing limited partner interests · Derivative | 16,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · derivative · entry 12 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,960 Underlying: Common units representing limited partner interests · 16,270 shares Expires not disclosed F3 · derivative.exercise_price: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F1 · kind: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. F3 · derivative.exercise_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F3 · derivative.expiration_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F1 · balance_after: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. Read SEC document |
| November 07, 2017 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 150,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · nonDerivative · entry 4 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 F1 · kind: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. F1 · balance_after: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. Read SEC document |
| November 07, 2017 Filed Jan 11, 2018 00:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GiftCommon units representing limited partner interests | 150,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003188 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,388 F1 · kind: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. F1 · balance_after: On November 7, 2017, the Reporting Person and his spouse partitioned a portion of their community property for estate-planning purposes. The partition resulted in the Reporting Person and his spouse each owning 150,885 common units and 16,270 subordinated units as individual property. The change in the form of ownership is reported as a gift. On November 9, 2017, the Reporting Person and his spouse contributed that individual property to grantor retained annuity trusts ("GRATs"), with respect to which the Reporting Person may be considered the de facto trustee. Because the contributions to the GRATs are not reportable transactions, the amount of securities beneficially owned with respect to the direct holdings reported by the Reporting Person and the indirect holdings reported for the Reporting Person's spouse have been reduced to reflect the contributions to the GRATs, which have been added as new indirect holdings. Read SEC document |
| June 09, 2017 Filed Jun 10, 2017 01:25 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 7,750 | $15.86 | $122,935.93 |
DisclosureSEC source: 0001209191-17-039025 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,124,273 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $15.71 to $15.94, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 17, 2017 Filed May 18, 2017 17:49 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | GrantRestricted Stock Units · Derivative | 3,950 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001040593-17-000128 · wf-form4_149514416916614.xml · derivative · entry 3 Carter Thomas L Jr · CIK 0001319960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 Underlying: Common Stock · 3,950 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: These restricted stock units vest on the earlier to occur of (i) the date of the Company's Annual Meeting of Shareholders in 2018 and (ii) June 30, 2018. F3 · derivative.expiration_date: These restricted stock units vest on the earlier to occur of (i) the date of the Company's Annual Meeting of Shareholders in 2018 and (ii) June 30, 2018. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:49 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionRestricted Stock Units · Derivative | 3,950 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001040593-17-000128 · wf-form4_149514416916614.xml · derivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,950 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 · security: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Each restricted stock unit vested on May 16, 2017. F2 · derivative.expiration_date: Each restricted stock unit vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:49 UTC | CARRIZO OIL & GAS INC CRZO · Entity 13995 | Exercise / conversionCommon Stock | 3,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001040593-17-000128 · wf-form4_149514416916614.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,125 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. Read SEC document |
| May 12, 2017 Filed May 12, 2017 19:24 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 5,600 | $16.91 | $94,697.12 |
DisclosureSEC source: 0001209191-17-031853 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116,523 F2 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $16.80 to $16.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 11, 2017 Filed May 12, 2017 19:24 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 12,000 | $16.96 | $203,554.80 |
DisclosureSEC source: 0001209191-17-031853 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110,923 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $16.73 to $17.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 22:35 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingSubordinated units representing limited partner interests · Derivative | 11,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-021540 · doc4.xml · derivative · entry 7 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,500 Underlying: Common units representing limited partner interests · 11,265 shares Expires not disclosed F2 · derivative.exercise_price: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F3 · price: For tax withholding purposes, the value of the subordinated units was fixed at a discount to the closing price of BSM common units on March 15, 2017. F2 · derivative.exercise_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F2 · derivative.expiration_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 22:35 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 8,601 | $17.19 | $147,851.19 |
DisclosureSEC source: 0001209191-17-021540 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098,923 F1 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on March 15, 2017. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 23:21 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 8,400 | $17.53 | $147,230.16 |
DisclosureSEC source: 0001209191-17-018474 · doc4.xml · nonDerivative · entry 4 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,107,524 F3 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.4799 to $17.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 23:21 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 111,199 | $17.50 | $1,945,982.50 |
DisclosureSEC source: 0001209191-17-018474 · doc4.xml · nonDerivative · entry 3 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099,124 F2 · price: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on March 2, 2017. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 23:21 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 265,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018474 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,210,323 F2 · price: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on March 2, 2017. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 23:21 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 5,600 | $17.49 | $97,970.88 |
DisclosureSEC source: 0001209191-17-018474 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,251 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.41 to $17.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 23:31 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 144,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012918 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939,651 F1 · security: Common units subject to a restricted unit award issued pursuant to the Black Stone Minerals, L.P. Long-Term Incentive Plan (the "LTIP"). Except as otherwise provided in the LTIP or the award agreement governing the award, the common units will vest in three equal installments on each of January 7, 2018, January 7, 2019, and January 7, 2020, so long as the Reporting Person remains continuously employed by the Issuer, Black Stone Minerals GP, L.L.C. (the "General Partner"), or any of their respective affiliates through each such vesting date. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 23:57 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 28,521 | $19.18 | $547,032.78 |
DisclosureSEC source: 0001209191-17-003270 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795,127 F2 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on January 6, 2017. Read SEC document |
| January 07, 2017 Filed Jan 10, 2017 23:57 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 312,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003270 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 823,648 F1 · security: Common units subject to a restricted unit award issued pursuant to the Black Stone Minerals, L.P. Long-Term Incentive Plan (the "LTIP"). Except as otherwise provided in the LTIP or the award agreement governing the award, the common units will vest in three equal installments on each of January 7, 2018, January 7, 2019, and January 7, 2020, so long as the Reporting Person remains continuously employed by the Issuer, Black Stone Minerals GP, L.L.C. (the "General Partner"), or any of their respective affiliates through each such vesting date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:24 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingSubordinated units representing limited partner interests · Derivative | 6,935 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-002331 · doc4.xml · derivative · entry 7 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,765 Underlying: Common units representing limited partner interests · 6,935 shares Expires not disclosed F2 · derivative.exercise_price: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F3 · price: For tax withholding purposes, the Board of Directors set the value of the subordinated units at a discount to the volume-weighted average price of BSM common units between December 1, 2016 and December 30, 2016. F2 · derivative.exercise_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). F2 · derivative.expiration_date: Each subordinated unit will convert into one common unit representing a limited partner interest in the Issuer at the end of the subordination period described in the Issuer's Registration Statement on Form S-1 (File No. 333-202875). Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:24 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 4,683 | $18.78 | $87,946.74 |
DisclosureSEC source: 0001209191-17-002331 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,823 F1 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on December 30, 2016. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 23:05 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 13,000 | $18.93 | $246,082.20 |
DisclosureSEC source: 0001209191-16-152357 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,506 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $18.81 to $19.065, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:37 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 3,000 | $18.21 | $54,633.00 |
DisclosureSEC source: 0001209191-16-151293 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,506 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $18.04 to $18.34, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 16, 2016 Filed Nov 16, 2016 22:52 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 8,000 | $17.98 | $143,814.40 |
DisclosureSEC source: 0001209191-16-150641 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,506 F2 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.86 to $18.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 22:52 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 6,000 | $17.89 | $107,344.20 |
DisclosureSEC source: 0001209191-16-150641 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,506 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.75 to $18.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 5,400 | $17.62 | $95,168.52 |
DisclosureSEC source: 0001209191-16-149930 · doc4.xml · nonDerivative · entry 2 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,506 F2 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.50 to $17.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 23:23 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | PurchaseCommon units representing limited partner interests | 5,400 | $18.04 | $97,392.78 |
DisclosureSEC source: 0001209191-16-149930 · doc4.xml · nonDerivative · entry 1 Carter Thomas L Jr · CIK 0001319960 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,106 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $17.79 to $18.23, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote. 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.