Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director | May 12, 2026 | May 14, 2026 |
| ONE Gas, Inc.OGS · Entity 3906 | See Remarks | February 14, 2026 | February 19, 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.
AAON, INC.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 39,159 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,290 · Balance 39,159 F1: Restricted Stock Grant, vesting one year from the date of the award (the duration of the director's remaining term). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Grant, vesting one year from the date of the award (the duration of the director's remaining term).
ONE Gas, Inc.
Report date February 14, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01SEC Table I · non-derivative | Direct | 2,439.088 |
Reported balance
After 2026-02-16 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-16 · Exercise / conversion · Acquired 2,182.772 · Balance 2,439.088 F1: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award, including dividend equivalents, vested on February 14, 2026, in an amount equal to 76% of the performance units awarded based upon Issuer's total shareholder return compared to the total shareholder return of a selected peer group, was certified by the Executive Compensation Committee of the Board of Directors on February 16, 2026, and issued pursuant to the terms of the grant agreement. |
| Common stock, par value $0.01SEC Table I · non-derivative | Direct | 1,438.979 |
Reported balance
After 2026-02-16 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-16 · Tax withholding · Disposed 1,000.109 · Balance 1,438.979 F1: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award, including dividend equivalents, vested on February 14, 2026, in an amount equal to 76% of the performance units awarded based upon Issuer's total shareholder return compared to the total shareholder return of a selected peer group, was certified by the Executive Compensation Committee of the Board of Directors on February 16, 2026, and issued pursuant to the terms of the grant agreement. |
| Common stock, par value $0.01SEC Table I · non-derivative | Direct | 2,157.266 |
Reported balance
After 2026-02-14 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-14 · Exercise / conversion · Acquired 718.287 · Balance 2,157.266 F2: Restricted units awarded under Issuer's Amended and Restated Equity Compensation Plan (2018). During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The shares were issued pursuant to the terms of the grant agreement. |
| Common stock, par value $0.01SEC Table I · non-derivative | Direct | 1,856.663 |
Reported balance
After 2026-02-14 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-14 · Tax withholding · Disposed 300.603 · Balance 1,856.663 F2: Restricted units awarded under Issuer's Amended and Restated Equity Compensation Plan (2018). During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The shares were issued pursuant to the terms of the grant agreement. |
| Performance Units 2023SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-16 · Exercise / conversion · Disposed 2,639 · Balance 0 F1: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award, including dividend equivalents, vested on February 14, 2026, in an amount equal to 76% of the performance units awarded based upon Issuer's total shareholder return compared to the total shareholder return of a selected peer group, was certified by the Executive Compensation Committee of the Board of Directors on February 16, 2026, and issued pursuant to the terms of the grant agreement. |
| Restricted Units 2023SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-14 · Exercise / conversion · Disposed 660 · Balance 0 F2: Restricted units awarded under Issuer's Amended and Restated Equity Compensation Plan (2018). During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The shares were issued pursuant to the terms of the grant agreement. |
| Performance Units 2026SEC Table II · derivative / convertible security | Direct | 2,301 |
Reported balance
After 2026-02-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-16 · Grant · Acquired 2,301 · Balance 2,301 F3: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award will vest on February 17, 2029, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total stockholder return of a selected peer group over the performance period from January 1, 2026, through December 31, 2029, in accordance with the terms of the Performance Unit Award Agreement. |
| Restricted Units 2026SEC Table II · derivative / convertible security | Direct | 1,534 |
Reported balance
After 2026-02-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-16 · Grant · Acquired 1,534 · Balance 1,534 F4: Restricted units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award vests on February 17, 2029, in accordance with the terms of the Restricted Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award, including dividend equivalents, vested on February 14, 2026, in an amount equal to 76% of the performance units awarded based upon Issuer's total shareholder return compared to the total shareholder return of a selected peer group, was certified by the Executive Compensation Committee of the Board of Directors on February 16, 2026, and issued pursuant to the terms of the grant agreement.
F2: Restricted units awarded under Issuer's Amended and Restated Equity Compensation Plan (2018). During the 3-year vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The shares were issued pursuant to the terms of the grant agreement.
F3: Performance units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award will vest on February 17, 2029, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total stockholder return of a selected peer group over the performance period from January 1, 2026, through December 31, 2029, in accordance with the terms of the Performance Unit Award Agreement.
F4: Restricted units awarded under the Issuer's Amended and Restated Equity Compensation Plan (2018). The award vests on February 17, 2029, in accordance with the terms of the Restricted Unit Award Agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WPX ENERGY, INC.
Report date January 07, 2021 · Filed January 12, 2021
Section 16 reporting ended · disclosed 2021-01-12. 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 2021-01-07 transaction · row 1
1 source rowRow 1 · 2021-01-07 · Disposition to issuer · Disposed 113,962.2015 · Balance 0 F1: Includes 57,456 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2). F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-07 · Disposition to issuer · Disposed 5,539 · Balance 0 F3: WPX's performance-based restricted stock units vest using a performance measure that is based on total shareholder return with absolute and relative dependent measures. Pursuant to the Merger Agreement, the performance measure was calculated using actual results over the units' performance period with an ending value for WPX's common stock equal to the average of the stock's closing price on the five trading days immediately preceding the Effective Time. After applying this performance measure to the performance-based restricted units, these units were then converted to awards denominated as restricted stock units of Devon's common stock based on the Exchange Ratio whose sole remaining vesting criteria is time-based. F4: This award vests on March 2, 2021. F5: A performance measure of 200% was applied to these restricted units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-07 · Disposition to issuer · Disposed 21,687 · Balance 0 F3: WPX's performance-based restricted stock units vest using a performance measure that is based on total shareholder return with absolute and relative dependent measures. Pursuant to the Merger Agreement, the performance measure was calculated using actual results over the units' performance period with an ending value for WPX's common stock equal to the average of the stock's closing price on the five trading days immediately preceding the Effective Time. After applying this performance measure to the performance-based restricted units, these units were then converted to awards denominated as restricted stock units of Devon's common stock based on the Exchange Ratio whose sole remaining vesting criteria is time-based. F6: This award vests on March 2, 2022. F7: A performance measure of 175% was applied to these restricted units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-01-07 · Disposition to issuer · Disposed 27,896 · Balance 0 F3: WPX's performance-based restricted stock units vest using a performance measure that is based on total shareholder return with absolute and relative dependent measures. Pursuant to the Merger Agreement, the performance measure was calculated using actual results over the units' performance period with an ending value for WPX's common stock equal to the average of the stock's closing price on the five trading days immediately preceding the Effective Time. After applying this performance measure to the performance-based restricted units, these units were then converted to awards denominated as restricted stock units of Devon's common stock based on the Exchange Ratio whose sole remaining vesting criteria is time-based. F8: This award vests on March 2, 2023. F9: A performance measure of 125% was applied to these restricted units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-01-07 · Disposition to issuer · Disposed 15,102 · Balance 0 F3: WPX's performance-based restricted stock units vest using a performance measure that is based on total shareholder return with absolute and relative dependent measures. Pursuant to the Merger Agreement, the performance measure was calculated using actual results over the units' performance period with an ending value for WPX's common stock equal to the average of the stock's closing price on the five trading days immediately preceding the Effective Time. After applying this performance measure to the performance-based restricted units, these units were then converted to awards denominated as restricted stock units of Devon's common stock based on the Exchange Ratio whose sole remaining vesting criteria is time-based. F10: This award vests on March 9, 2023. F9: A performance measure of 125% was applied to these restricted units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 57,456 shares of restricted stock of WPX (as defined in footnote 2) subject to time-based vesting which were converted into awards denominated in shares of common stock of Devon (as defined in footnote 2) based on the Exchange Ratio (as defined in footnote 2) and which will vest in accordance with the terms and conditions governing the shares of restricted stock in effect immediately before the effective time (the "Effective Time") of the Merger (as defined in footnote 2).
F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") by and among Devon Energy Corporation ("Devon"), WPX Energy, Inc. ("WPX"), and East Merger Sub, Inc. ("Merger Sub"), upon the Effective Time of the merger of Merger Sub into WPX (the "Merger") on January 7, 2021, each share of common stock of WPX was converted into the right to receive 0.5165 shares of Devon common stock (the "Exchange Ratio").
F3: WPX's performance-based restricted stock units vest using a performance measure that is based on total shareholder return with absolute and relative dependent measures. Pursuant to the Merger Agreement, the performance measure was calculated using actual results over the units' performance period with an ending value for WPX's common stock equal to the average of the stock's closing price on the five trading days immediately preceding the Effective Time. After applying this performance measure to the performance-based restricted units, these units were then converted to awards denominated as restricted stock units of Devon's common stock based on the Exchange Ratio whose sole remaining vesting criteria is time-based.
F4: This award vests on March 2, 2021.
F5: A performance measure of 200% was applied to these restricted units.
F6: This award vests on March 2, 2022.
F7: A performance measure of 175% was applied to these restricted units.
F8: This award vests on March 2, 2023.
F9: A performance measure of 125% was applied to these restricted units.
F10: This award vests on March 9, 2023.
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 |
|---|---|---|---|---|---|---|
| March 02, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Exercise / conversionCommon Stock | 15,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 6 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,053.2015 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. F4 · shares: Number of shares of common stock paid out was equal to the number of performance-based restricted stock units originally granted based on the applicable award agreement and a performance factor of 2. F5 · price: Each performance-based restricted stock unit represented a contingent right to receive a share of common stock, subject to adjustment based on the applicable award agreement and compensation committee certification that the Company has met the three-year performance measure. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Exercise / conversionRestricted Stock Units · Derivative | 4,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · derivative · entry 12 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,642 Underlying: Common Stock · 4,308 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 time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. F2 · price: Each time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. F9 · derivative.exercise_date: Award vested on March 1, 2019. F9 · derivative.expiration_date: Award vested on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Exercise / conversionRestricted Stock Units · Derivative | 4,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · derivative · entry 11 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,950 Underlying: Common Stock · 4,061 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 time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. F2 · price: Each time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. F9 · derivative.exercise_date: Award vested on March 1, 2019. F9 · derivative.expiration_date: Award vested on March 1, 2019. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantRestricted Stock Units · Derivative | 21,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · derivative · entry 10 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,113 Underlying: Common Stock · 21,687 shares Expires not disclosed F6 · security: Vesting of performance-based awards are subject to Compensation Committee certification that the Company has met a three-year performance measure, which is based on total shareholder return with absolute and relative dependent measures. F7 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive a share of common stock, subject to adjustment based on the applicable award agreement and Compensation Committee certification that the Company has met the three-year performance measure. F8 · derivative.exercise_date: Subject to the applicable award agreement and Compensation Committee certification that the Company has met the applicable three-year performance measure, this award vests on March 2, 2022. F8 · derivative.expiration_date: Subject to the applicable award agreement and Compensation Committee certification that the Company has met the applicable three-year performance measure, this award vests on March 2, 2022. F7 · derivative.underlying_shares: Each performance-based restricted stock unit represents a contingent right to receive a share of common stock, subject to adjustment based on the applicable award agreement and Compensation Committee certification that the Company has met the three-year performance measure. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Tax withholdingCommon Stock | 1,911 | $12.54 | $23,963.94 |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 5 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,721.2015 F3 · shares: Represents shares withheld to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Exercise / conversionCommon Stock | 4,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 4 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,632.2015 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 time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Tax withholdingCommon Stock | 1,802 | $12.54 | $22,597.08 |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 3 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,324.2015 F3 · shares: Represents shares withheld to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | Exercise / conversionCommon Stock | 4,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 2 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,126.2015 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 time-based restricted stock unit represented a contingent right to receive a share of common stock, subject to the applicable award agreement. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:35 UTC | WPX ENERGY, INC. WPX · Entity 35798 | GrantCommon Stock | 21,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017213 · doc4.xml · nonDerivative · entry 1 Kouplen Angela · CIK 0001675087 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,065.2015 F1 · shares: Subject to the applicable award agreement, this award vests in the following increments: 7,229 on March 2, 2020, 7,229 on March 2, 2021, and 7,229 on March 2, 2022. Read SEC document |
| May 15, 2018 Filed May 16, 2018 21:30 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-18-000047 · wf-form4_152650621692362.xml · nonDerivative · entry 1 Kouplen Angela · CIK 0001675087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,186 F1 · shares: Restricted Stock Grant, vesting ratably over three years. Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:47 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000095 · wf-form4_149497123290180.xml · nonDerivative · entry 1 Kouplen Angela · CIK 0001675087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,124 F1 · shares: Restricted Stock Grant, vesting ratably over three years. 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.