Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kodiak Gas Services, Inc.KGS · Entity 510 | Director | May 07, 2026 | May 11, 2026 |
| Shell Midstream Partners, L.P.SHLX · Entity 122951 | Director | September 12, 2017 | September 14, 2017 |
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.
Kodiak Gas Services, Inc.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,651 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 2,135 · Balance 28,651 F1: The reported securities are restricted stock units that will vest and settle in shares of common stock on the earlier of May 7, 2027 and the next annual meeting of stockholders following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are restricted stock units that will vest and settle in shares of common stock on the earlier of May 7, 2027 and the next annual meeting of stockholders following the date of grant.
Shell Midstream Partners, L.P.
Report date September 12, 2017 · Filed September 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | IndirectBy Son | 305 |
Reported balance
After 2017-09-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-09-12 · Sale · Disposed 500 · Balance 305 |
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 13,030 |
Reported balance
Holding disclosure · report date 2017-09-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,030 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KMG CHEMICALS INC
Report date November 15, 2018 · Filed November 15, 2018
Section 16 reporting ended · disclosed 2018-11-15. 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 2018-11-15 transaction · row 1
1 source rowRow 1 · 2018-11-15 · Disposition to issuer · Disposed 1,127 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 14, 2018, by and among KMG Chemicals, Inc. ("KMG"), Cabot Microelectronics Corporation ("Cabot Microelectronics") and Cobalt Merger Sub Corporation, in exchange for 225 shares of Cabot Microelectronics common stock and $62,759 in cash consideration at the Effective Time of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 14, 2018, by and among KMG Chemicals, Inc. ("KMG"), Cabot Microelectronics Corporation ("Cabot Microelectronics") and Cobalt Merger Sub Corporation, in exchange for 225 shares of Cabot Microelectronics common stock and $62,759 in cash consideration at the Effective Time of the merger.
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 07, 2026 Filed May 11, 2026 22:02 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 2,135 | $70.27 | $150,026.45 |
DisclosureSEC source: 0001193125-26-217310 · ownership.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,651 F1 · security: The reported securities are restricted stock units that will vest and settle in shares of common stock on the earlier of May 7, 2027 and the next annual meeting of stockholders following the date of grant. Read SEC document |
| April 23, 2025 Filed Apr 24, 2025 20:45 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 4,512 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-058146 · ownership.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,516 F1 · security: The reported securities are restricted stock units that will vest and settle in shares of common stock on the earlier of April 23, 2026 and the next annual meeting of stockholders following the date of grant. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:05 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | PurchaseCommon Stock | 110 | $26.12 | $2,873.20 |
DisclosureSEC source: 0000950170-24-099070 · ownership.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,004 F1 · shares: The reported purchase was made pursuant to a prior election made by the Reporting Person under her dividend reinvestment plan. Read SEC document |
| May 01, 2024 Filed May 1, 2024 22:07 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013786 · form4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,894 F1 · security: The reported securities are restricted stock units that will vest and settle in shares of common stock the earlier of May 1, 2025 and the next annual meeting of stockholders following the date of grant. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 14:51 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | PurchaseCommon Stock | 2,000 | $25.25 | $50,500.00 |
DisclosureSEC source: 0001127602-24-010060 · form4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,375 Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 14:47 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | PurchaseCommon Stock | 5,000 | $19.17 | $95,855.00 |
DisclosureSEC source: 0001127602-23-022682 · form4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,375 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $19.17 to $19.19, inclusive. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 23:43 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016988 · doc4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,375 F1 · security: The reported securities are restricted stock units that will vest and settle in shares of common stock within 60 days after the earlier of (a) July 3, 2024 and (b) the next annual meeting of stockholders following July 3, 2023. Read SEC document |
| November 15, 2018 Filed Nov 15, 2018 15:05 UTC | KMG CHEMICALS INC KMG · Entity 162390 | Disposition to issuerCommon Stock | 1,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-012878 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 14, 2018, by and among KMG Chemicals, Inc. ("KMG"), Cabot Microelectronics Corporation ("Cabot Microelectronics") and Cobalt Merger Sub Corporation, in exchange for 225 shares of Cabot Microelectronics common stock and $62,759 in cash consideration at the Effective Time of the merger. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 14:33 UTC | KMG CHEMICALS INC KMG · Entity 162390 | GrantCommon Stock | 266 | $75.02 | $19,955.32 |
DisclosureSEC source: 0001179110-18-012482 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,038 Read SEC document |
| November 01, 2018 Filed Nov 8, 2018 21:30 UTC Amendment | KMG CHEMICALS INC KMG · Entity 162390 | Exercise / conversionCommon Stock | 89 | $75.02 | $6,676.78 |
DisclosureSEC source: 0001179110-18-012703 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127 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 · shares: To correct the transaction code from A to M, and to reflect that 89 additional shares were issued. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:08 UTC | KMG CHEMICALS INC KMG · Entity 162390 | GrantCOMMON STOCK | 261 | $71.80 | $18,739.80 |
DisclosureSEC source: 0001179110-18-010131 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772 Read SEC document |
| May 03, 2018 Filed May 3, 2018 14:56 UTC | KMG CHEMICALS INC KMG · Entity 162390 | GrantCOMMON STOCK | 305 | $61.49 | $18,754.45 |
DisclosureSEC source: 0001179110-18-006138 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511 Read SEC document |
| February 01, 2018 Filed Feb 1, 2018 17:21 UTC | KMG CHEMICALS INC KMG · Entity 162390 | GrantCOMMON STOCK | 206 | $60.75 | $12,514.50 |
DisclosureSEC source: 0001179110-18-001337 · edgar.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206 Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 13:35 UTC | Shell Midstream Partners, L.P. SHLX · Entity 122951 | SaleCommon Units representing limited partner interests | 500 | $27.90 | $13,950.00 |
DisclosureSEC source: 0000899243-17-022055 · doc4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 305 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 19:39 UTC | Shell Midstream Partners, L.P. SHLX · Entity 122951 | PurchaseCommon Units representing limited partner interests | 4,000 | $25.95 | $103,800.00 |
DisclosureSEC source: 0000899243-16-033613 · doc4.xml · nonDerivative · entry 1 Montana Margaret C · CIK 0001623188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,030 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.