Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Enhanced Equity Dividend TrustBDJ · Entity 4603 | Portfolio Manager | January 31, 2017 | February 02, 2017 |
| BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI · Entity 8995 | Portfolio Manager | January 31, 2017 | February 02, 2017 |
| OCCIDENTAL PETROLEUM CORP /DE/OXY · Entity 2999 | Director | May 04, 2026 | May 06, 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.
BlackRock Enhanced Equity Dividend Trust
Report date January 31, 2017 · Filed February 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 12,257.87 |
Reported balance
After 2017-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-31 · Grant · Acquired 12,257.87 · Balance 12,257.87 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award.
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Report date January 31, 2017 · Filed February 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 5,248.83 |
Reported balance
After 2017-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-31 · Grant · Acquired 5,248.83 · Balance 5,248.83 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award.
OCCIDENTAL PETROLEUM CORP /DE/
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,463 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 3,734 · Balance 66,463 F1: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan.
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 04, 2026 Filed May 6, 2026 23:02 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 3,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-031552 · wk-form4_1778108565.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,463 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| May 05, 2025 Filed May 7, 2025 22:06 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 5,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-25-000082 · wk-form4_1746655562.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,729 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| May 03, 2024 Filed May 7, 2024 23:34 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 3,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-24-000110 · wk-form4_1715124879.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,931 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| May 08, 2023 Filed May 10, 2023 22:40 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 3,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-23-000042 · wf-form4_168375842080183.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,048 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| May 09, 2022 Filed May 12, 2022 01:28 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 3,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-010139 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,231 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:21 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 8,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009735 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,340 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 22:36 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 12,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011663 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,890 F1 · kind: Award of common stock under Occidental Petroleum Corporation's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 21:22 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | PurchaseCommon Stock | 5,000 | $38.96 | $194,800.00 |
DisclosureSEC source: 0001567619-19-022366 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,218 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $38.95 to $38.96, inclusive. The reporting person undertakes to provide to Occidental Petroleum Corporation, any security holder of Occidental Petroleum Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 22:21 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | PurchaseCommon Stock | 15,000 | $50.22 | $753,258.00 |
DisclosureSEC source: 0001567619-19-015900 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,218 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $50.195 to $50.23, inclusive. The reporting person undertakes to provide to Occidental Petroleum Corporation, any security holder of Occidental Petroleum Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| July 11, 2019 Filed Jul 15, 2019 23:24 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 3,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-014794 · doc1.xml · nonDerivative · entry 1 Shearer Bob · CIK 0001374803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,218 F1 · kind: Award of common stock under Occidental Petroleum Corporation's 2015 Long-Term Incentive Plan. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 18:51 UTC | BlackRock Enhanced Equity Dividend Trust BDJ · Entity 4603 | GrantPhantom Shares · Derivative | 12,257.87 | $8.26 | $101,250.01 |
DisclosureSEC source: 0001209191-17-006996 · doc4.xml · derivative · entry 1 Shearer Bob · CIK 0001374803 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,257.87 Underlying: Common Stock · 12,257.87 shares Expires not disclosed F1 · derivative.exercise_price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.exercise_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.expiration_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 18:51 UTC | BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI · Entity 8995 | GrantPhantom Shares · Derivative | 5,248.83 | $19.29 | $101,249.93 |
DisclosureSEC source: 0001209191-17-006995 · doc4.xml · derivative · entry 1 Shearer Bob · CIK 0001374803 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,248.83 Underlying: Common Stock · 5,248.83 shares Expires not disclosed F1 · derivative.exercise_price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.exercise_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.expiration_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award. 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.