Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KINDER MORGAN, INC.KMI · Entity 2974 | Director | October 21, 2024 | October 23, 2024 |
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 11, 2026 | May 13, 2026 |
| Sunnova Energy International Inc.NOVA · Entity 79576 | Director | May 15, 2025 | May 19, 2025 |
| WEINGARTEN REALTY INVESTORS /TX/WRI · Entity 136727 | Director | August 03, 2021 | August 03, 2021 |
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.
KINDER MORGAN, INC.
Report date October 21, 2024 · Filed October 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class P Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 6,809,858 |
Reported balance
After 2024-10-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-10-21 · Sale · Disposed 690,142 · Balance 6,809,858 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.655 to $24.815 per share. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 6,736,998 |
Reported balance
After 2024-10-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-10-21 · Other · Disposed 72,860 · Balance 6,736,998 F2: The transaction is a distribution from a limited liability company with respect to which the reporting person controls the voting and disposition power. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 6,709,858 |
Reported balance
After 2024-10-21 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-10-21 · Other · Disposed 27,140 · Balance 6,709,858 F3: This transaction is a disposition from a limited liability company with respect to which the reporting person controls the voting and disposition power to family limited partnerships with respect to which the reporting person controls the voting and disposition power. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 6,500,000 |
Reported balance
After 2024-10-22 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2024-10-22 · Sale · Disposed 209,858 · Balance 6,500,000 F6: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.575 to $24.825 per share. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Class P Common StockSEC Table I · non-derivative | Direct | 1,576,233 |
Ending reported balance
After 2024-10-21 transaction · row 6
2 source rows · reconciled sequenceRow 3 · 2024-10-21 · Other · Acquired 72,860 · Balance 1,676,233 F2: The transaction is a distribution from a limited liability company with respect to which the reporting person controls the voting and disposition power. Row 6 · 2024-10-21 · Gift · Disposed 100,000 · Balance 1,576,233 F5: This transaction is a gift of shares by the reporting person to a charitable foundation with respect to which the reporting person shares voting and disposition power. The reporting person has no pecuniary interest in the shares held by the charitable foundation. |
| Class P Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 484,924 |
Reported balance
After 2024-10-21 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-10-21 · Other · Acquired 27,140 · Balance 484,924 F3: This transaction is a disposition from a limited liability company with respect to which the reporting person controls the voting and disposition power to family limited partnerships with respect to which the reporting person controls the voting and disposition power. F4: The reporting person disclaims 98% of any beneficial ownership interest in the shares beneficially owned by the family limited partnerships. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.655 to $24.815 per share. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The transaction is a distribution from a limited liability company with respect to which the reporting person controls the voting and disposition power.
F3: This transaction is a disposition from a limited liability company with respect to which the reporting person controls the voting and disposition power to family limited partnerships with respect to which the reporting person controls the voting and disposition power.
F4: The reporting person disclaims 98% of any beneficial ownership interest in the shares beneficially owned by the family limited partnerships.
F5: This transaction is a gift of shares by the reporting person to a charitable foundation with respect to which the reporting person shares voting and disposition power. The reporting person has no pecuniary interest in the shares held by the charitable foundation.
F6: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.575 to $24.825 per share. The reporting person undertakes to provide, upon request by the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
SERVICE CORP INTERNATIONAL
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,901 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 2,448 · Balance 12,901 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 5,000 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 F1: Such shares of Common Stock are owned directly by Seis Holdings LLC. The reporting person serves as the Chief Executive Officer for, and he and his spouse hold membership interests in, Seis Holdings LLC. The reporting person disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such Common Stock for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Such shares of Common Stock are owned directly by Seis Holdings LLC. The reporting person serves as the Chief Executive Officer for, and he and his spouse hold membership interests in, Seis Holdings LLC. The reporting person disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such Common Stock for purposes of Section 16 or for any other purpose.
Sunnova Energy International Inc.
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,074 |
Reported balance
After 2025-05-15 transaction · row 1
1 source rowRow 1 · 2025-05-15 · Exercise / conversion · Acquired 24,948 · Balance 44,074 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock of Sunnova Energy International Inc. ("Common Stock"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-15 · Exercise / conversion · Disposed 24,948 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock of Sunnova Energy International Inc. ("Common Stock"). F3: The RSUs vested on the one year anniversary of the date of grant subject to the reporting person's continued service through that date. Common Stock will be delivered to the reporting person no later than 15 days after the RSUs vest. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,278,067 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,278,067 F2: Such shares of Common Stock are owned directly by Seis Holdings LLC. The reporting person serves as the Chief Executive Officer for, and he and his spouse hold membership interests in, Seis Holdings LLC. The reporting person disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such Common Stock for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock of Sunnova Energy International Inc. ("Common Stock").
F2: Such shares of Common Stock are owned directly by Seis Holdings LLC. The reporting person serves as the Chief Executive Officer for, and he and his spouse hold membership interests in, Seis Holdings LLC. The reporting person disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such Common Stock for purposes of Section 16 or for any other purpose.
F3: The RSUs vested on the one year anniversary of the date of grant subject to the reporting person's continued service through that date. Common Stock will be delivered to the reporting person no later than 15 days after the RSUs vest.
WEINGARTEN REALTY INVESTORS /TX/
Report date August 03, 2021 · Filed August 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-03 transaction · row 1
1 source rowRow 1 · 2021-08-03 · Disposition to issuer · Disposed 71,362 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 15, 2021, between the Issuer and Kimco Realty Corporation ("Kimco"), pursuant to which the Issuer merged with and into Kimco with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each common share of the Issuer held by the Reporting Person was converted into 1.408 shares of Kimco's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 15, 2021, between the Issuer and Kimco Realty Corporation ("Kimco"), pursuant to which the Issuer merged with and into Kimco with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each common share of the Issuer held by the Reporting Person was converted into 1.408 shares of Kimco's common stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Benson Hill, Inc.
Report date September 29, 2021 · Filed October 01, 2021
Section 16 reporting ended · disclosed 2021-10-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
After 2021-09-29 transaction · row 1
1 source rowRow 1 · 2021-09-29 · Exercise / conversion · Acquired 40,000 · Balance 40,000 F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251488) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-29 · Exercise / conversion · Disposed 40,000 · Balance 0 F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251488) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251488) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock.
STEM, INC.
Report date April 28, 2021 · Filed April 30, 2021
Section 16 reporting ended · disclosed 2021-04-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
After 2021-04-28 transaction · row 1
1 source rowRow 1 · 2021-04-28 · Exercise / conversion · Acquired 40,000 · Balance 40,000 F1: As described in the registrant's registration statement on Form S-1 (File No. 333-240267) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-04-28 · Exercise / conversion · Disposed 40,000 · Balance 0 F1: As described in the registrant's registration statement on Form S-1 (File No. 333-240267) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-240267) under the heading "Description of Securities-Founder Shares," the shares of Class B common stock were automatically convertible into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis, subject to certain adjustments described therein and have no expiration date. In connection with the closing of the registrant's initial business combination, the outstanding shares of Class B common stock were converted into shares of Class A common stock.
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 |
|---|---|---|---|---|---|---|
| April 28, 2017 Filed May 2, 2017 14:44 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | GrantCommon Stock | 4,040 | $33.42 | $135,016.80 |
DisclosureSEC source: 0001127602-17-016312 · form4.xml · nonDerivative · entry 1 SHAPER C PARK · CIK 0001228688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,102 F1 · shares: Reflects restricted shares received pursuant to annual grants to Trust Managers. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 18:19 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | OtherCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004151 · form5.xml · nonDerivative · entry 1 SHAPER C PARK · CIK 0001228688 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,062 F1 · shares: 2016 - Shares acquired through the quarterly DRIP accumulation within the WRI Deferred Comp Plan at various prices. 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.