Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVO Transportation & Energy Services, Inc.EVOA · Entity 109203 | Director | June 23, 2023 | June 27, 2023 |
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director | May 11, 2026 | May 13, 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.
EVO Transportation & Energy Services, Inc.
Report date June 23, 2023 · Filed June 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 950,996 |
Reported balance
After 2023-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-23 · Grant · Acquired 950,996 · Balance 950,996 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock of the Issuer, its cash equivalent or a combination thereof, in the discretion of the Issuer. F2: 316,999 restricted stock units vest on each of 1/1/23 and 1/1/24; and 316,998 restricted stock units vest on 1/1/25. |
| Stock Option (right to buv)SEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2031-08-03 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2023-06-23 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 100,000 F3: 100% vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock of the Issuer, its cash equivalent or a combination thereof, in the discretion of the Issuer.
F2: 316,999 restricted stock units vest on each of 1/1/23 and 1/1/24; and 316,998 restricted stock units vest on 1/1/25.
F3: 100% vested.
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 | 30,836 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 2,448 · Balance 30,836 |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 12,200 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,200 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WARREN RESOURCES INC
Report date October 05, 2016 · Filed November 14, 2016
Section 16 reporting ended · disclosed 2016-11-14. 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 2016-10-05 transaction · row 1
1 source rowRow 1 · 2016-10-05 · Other · Disposed 39,374 · Balance 0 F1: Pursuant to the Plan of Reorganization approved by the Board of Directors and filed with the bankruptcy court, the issuer's common stock was cancelled upon the issuer's emergence from bankruptcy on October 5, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Plan of Reorganization approved by the Board of Directors and filed with the bankruptcy court, the issuer's common stock was cancelled upon the issuer's emergence from bankruptcy on October 5, 2016.
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 11, 2026 Filed May 13, 2026 15:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-034449 · wk-form4_1778686835.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,836 Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 15:50 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 7,700 | $79.87 | $614,970.51 |
DisclosureSEC source: 0001628280-26-016705 · wk-form4_1773244234.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,388 F1 · price: The shares were sold in multiple transactions at prices ranging from $79.8400 to $79.9100 per share on March 10, 2026. The $79.8663 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 18:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 344 | $80.52 | $27,699.71 |
DisclosureSEC source: 0001628280-25-040114 · wk-form4_1755110618.xml · nonDerivative · entry 2 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,088 Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 18:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 7,506 | $80.61 | $605,021.13 |
DisclosureSEC source: 0001628280-25-040114 · wk-form4_1755110618.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,432 Read SEC document |
| May 08, 2025 Filed May 9, 2025 13:48 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 5,400 | $75.94 | $410,076.54 |
DisclosureSEC source: 0001628280-25-024097 · wk-form4_1746798522.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,938 F1 · price: The shares were sold at $75.9401 per share on May 8, 2025. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at that price. Read SEC document |
| May 06, 2025 Filed May 8, 2025 16:45 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-023620 · wk-form4_1746722714.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,338 Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 20:04 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 6,500 | $79.29 | $515,385.00 |
DisclosureSEC source: 0000089089-25-000043 · wk-form4_1741377862.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,824 F1 · price: The shares were sold in multiple transactions at prices ranging from $79.24 to $79.34 per share on March 5, 2025. The $79.29 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 20:57 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 1,378 | $85.65 | $118,025.70 |
DisclosureSEC source: 0000089089-24-000194 · wk-form4_1732309052.xml · nonDerivative · entry 2 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,324 Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 20:57 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 1,177 | $85.62 | $100,774.74 |
DisclosureSEC source: 0000089089-24-000194 · wk-form4_1732309052.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,702 Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 4,750 | $78.17 | $371,306.55 |
DisclosureSEC source: 0000089089-24-000157 · wk-form4_1725912066.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,879 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 2,900 | $72.38 | $209,903.74 |
DisclosureSEC source: 0000089089-24-000119 · wk-form4_1718740842.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,629 Read SEC document |
| May 07, 2024 Filed May 8, 2024 18:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000089089-24-000101 · wk-form4_1715191524.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,529 Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 2,150 | $75.34 | $161,981.22 |
DisclosureSEC source: 0000089089-24-000061 · wk-form4_1710532793.xml · nonDerivative · entry 2 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,887 Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 20:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 6,800 | $75.40 | $512,720.68 |
DisclosureSEC source: 0000089089-24-000061 · wk-form4_1710532793.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,037 Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 18:34 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 700 | $61.42 | $42,994.14 |
DisclosureSEC source: 0001209191-23-056757 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,837 Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 10:01 UTC | EVO Transportation & Energy Services, Inc. EVOA · Entity 109203 | GrantRestricted Stock Units · Derivative | 950,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014047 · form4.xml · derivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950,996 Underlying: Common Stock · 950,996 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock of the Issuer, its cash equivalent or a combination thereof, in the discretion of the Issuer. F2 · derivative.exercise_date: 316,999 restricted stock units vest on each of 1/1/23 and 1/1/24; and 316,998 restricted stock units vest on 1/1/25. F2 · derivative.expiration_date: 316,999 restricted stock units vest on each of 1/1/23 and 1/1/24; and 316,998 restricted stock units vest on 1/1/25. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:08 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027325 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,537 Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 16:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 1,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061111 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,853 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056540 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,157 Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:11 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027581 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,665 Read SEC document |
| August 03, 2021 Filed Dec 14, 2021 19:30 UTC | EVO Transportation & Energy Services, Inc. EVOA · Entity 109203 | GrantStock Option (right to buv) · Derivative | 100,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001437749-21-028600 · rdgdoc.xml · derivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-08-03 F1 · derivative.exercise_date: 50,000 shares vest on each of 8/3/21 and 8/3/22. Read SEC document |
| May 12, 2021 Filed May 14, 2021 14:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032562 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,052 Read SEC document |
| May 13, 2020 Filed May 14, 2020 23:50 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029376 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,732 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 22:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 2,000 | $51.05 | $102,100.00 |
DisclosureSEC source: 0001209191-20-013484 · doc4.xml · nonDerivative · entry 2 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,795 Read SEC document |
| February 21, 2020 Filed Feb 27, 2020 22:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 1,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013484 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,795 Read SEC document |
| December 04, 2019 Filed Feb 27, 2020 19:44 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 2,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013370 · doc5.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,741 Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:16 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029028 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,050 Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 14:48 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 6,325 | $39.65 | $250,786.25 |
DisclosureSEC source: 0001209191-19-019609 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,750 Read SEC document |
| May 23, 2018 Filed May 24, 2018 14:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032821 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,075 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:16 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 3,110 | $39.11 | $121,632.10 |
DisclosureSEC source: 0001209191-18-011420 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,240 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 18:26 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042473 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,625 Read SEC document |
| May 10, 2017 Filed May 10, 2017 20:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031244 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,568 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024709 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,568 Read SEC document |
| March 29, 2017 Filed Feb 9, 2018 01:23 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 9,075 | $30.48 | $276,598.74 |
DisclosureSEC source: 0001209191-18-008600 · doc5.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,350 Read SEC document |
| December 30, 2016 Filed Dec 30, 2016 15:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-157061 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,517 Read SEC document |
| October 05, 2016 Filed Nov 14, 2016 10:51 UTC | WARREN RESOURCES INC WRES · Entity 181135 | OtherCommon Stock | 39,374 | $0.00 | $0.00 |
DisclosureSEC source: 0000910484-16-000006 · primary_doc.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Plan of Reorganization approved by the Board of Directors and filed with the bankruptcy court, the issuer's common stock was cancelled upon the issuer's emergence from bankruptcy on October 5, 2016. F1 · price: Pursuant to the Plan of Reorganization approved by the Board of Directors and filed with the bankruptcy court, the issuer's common stock was cancelled upon the issuer's emergence from bankruptcy on October 5, 2016. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 20:06 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143589 · doc4.xml · nonDerivative · entry 1 COELHO TONY · CIK 0001078417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,458 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.