Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Drilling Tools International CorpROCAU · Entity 6821 | Director | December 01, 2021 | December 02, 2021 |
| EQT CorpEQT · Entity 3112 | Director | April 14, 2026 | April 16, 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.
Drilling Tools International Corp
Report date December 01, 2021 · Filed December 02, 2021
This filing explicitly reported no securities owned.
EQT Corp
Report date April 14, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,802 |
Reported balance
After 2026-04-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-14 · Grant · Acquired 3,320 · Balance 56,802 F1: Each Restricted Stock Unit represents a right to receive one share of EQT Corporation (the "Company") common stock. F2: All of the Restricted Stock Units granted to the reporting person on April 14, 2026 will vest on the date of the Company's 2027 Annual Meeting of Shareholders, subject to the conditions set forth in the award. Shares of the Company's common stock will be delivered to the reporting person either upon vesting or, if the reporting person elected to defer receipt, following cessation of service as a director. F3: Includes accrued dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a right to receive one share of EQT Corporation (the "Company") common stock.
F2: All of the Restricted Stock Units granted to the reporting person on April 14, 2026 will vest on the date of the Company's 2027 Annual Meeting of Shareholders, subject to the conditions set forth in the award. Shares of the Company's common stock will be delivered to the reporting person either upon vesting or, if the reporting person elected to defer receipt, following cessation of service as a director.
F3: Includes accrued dividends.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHX MINERALS INC.
Report date June 04, 2025 · Filed June 23, 2025
Section 16 reporting ended · disclosed 2025-06-23. 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 |
Ending reported balance
After 2025-06-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-04 · Grant · Acquired 73 · Balance 138,651 F1: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the PHX Minerals Inc. Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan"). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the Issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the Issuer. Row 2 · 2025-06-23 · Other · Disposed 79,271 · Balance 59,380 F2: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F3: Represents shares of common stock tendered to Merger Sub pursuant to the Offer. Row 3 · 2025-06-23 · Disposition to issuer · Disposed 59,380 · Balance 0 F2: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F4: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the restricted shares held by the reporting person vested in full, became free of restrictions and were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. F5: Includes 7,933 Deferred Stock Units previously credited to the reporting person's account pursuant to the Director Deferred Compensation Plan. Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the Deferred Stock Units held by the reporting person were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the PHX Minerals Inc. Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan"). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the Issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the Issuer.
F2: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent.
F3: Represents shares of common stock tendered to Merger Sub pursuant to the Offer.
F4: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the restricted shares held by the reporting person vested in full, became free of restrictions and were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding.
F5: Includes 7,933 Deferred Stock Units previously credited to the reporting person's account pursuant to the Director Deferred Compensation Plan. Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the Deferred Stock Units held by the reporting person were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding.
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 |
|---|---|---|---|---|---|---|
| July 22, 2019 Filed Jul 24, 2019 20:36 UTC | EQT Corp EQT · Entity 3112 | GrantDeferred Compensation-Phantom Units · Derivative | 5,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025160 · form4.xml · derivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,570 Underlying: Common Stock · 5,570 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Award represents compensation that is deferred until retirement. F2 · derivative.expiration_date: Award represents compensation that is deferred until retirement. Read SEC document |
| June 18, 2019 Filed Nov 14, 2019 10:26 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 23.342 | $13.28 | $310.07 |
DisclosureSEC source: 0001209191-19-056507 · doc5.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,546 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| March 07, 2019 Filed Nov 14, 2019 10:26 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 17.711 | $16.19 | $286.80 |
DisclosureSEC source: 0001209191-19-056507 · doc5.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,523 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 18:19 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantPanhandle Class A Common | 2,258 | $0.02 | $37.71 |
DisclosureSEC source: 0001209191-19-002623 · doc4.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,504 F3 · kind: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F3 · shares: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F3 · price: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F3 · acquired: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| December 06, 2018 Filed Jan 7, 2019 18:19 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 16 | $17.09 | $273.38 |
DisclosureSEC source: 0001209191-19-002623 · doc4.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,246 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · shares: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · price: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · acquired: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| September 06, 2018 Filed Nov 9, 2018 12:45 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 13.528 | $18.60 | $251.58 |
DisclosureSEC source: 0001209191-18-057886 · doc5.xml · nonDerivative · entry 3 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,232 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| June 19, 2018 Filed Nov 9, 2018 12:45 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 12.416 | $18.85 | $234.04 |
DisclosureSEC source: 0001209191-18-057886 · doc5.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,218 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| March 08, 2018 Filed Nov 9, 2018 12:45 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 11.58 | $18.70 | $216.55 |
DisclosureSEC source: 0001209191-18-057886 · doc5.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,206 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| December 31, 2017 Filed Jan 8, 2018 16:45 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantPanhandle Class A Common | 1,703 | $0.02 | $28.44 |
DisclosureSEC source: 0001209191-18-002732 · doc4.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,194 F2 · kind: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · shares: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · price: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · acquired: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F3 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| December 07, 2017 Filed Jan 8, 2018 16:45 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 10 | $20.92 | $209.24 |
DisclosureSEC source: 0001209191-18-002732 · doc4.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,491 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · shares: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · price: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · acquired: Purchase of Panhandle shares in connection with a dividend reinvestment plan. Read SEC document |
| September 07, 2017 Filed Nov 8, 2017 18:23 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 9 | $21.35 | $192.18 |
DisclosureSEC source: 0001209191-17-059831 · doc5.xml · nonDerivative · entry 3 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| June 13, 2017 Filed Nov 8, 2017 18:23 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 8 | $20.55 | $164.40 |
DisclosureSEC source: 0001209191-17-059831 · doc5.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,473 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| March 08, 2017 Filed Nov 8, 2017 18:23 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 8 | $19.90 | $159.19 |
DisclosureSEC source: 0001209191-17-059831 · doc5.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,465 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 15:34 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantPanhandle Class A Common | 1,486 | $0.02 | $24.82 |
DisclosureSEC source: 0001209191-17-000768 · doc4.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,457 F2 · kind: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · shares: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · price: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. F2 · acquired: Amount represents the number of shares of restricted stock granted under the Amended Panhandle Oil and Gas 2010 Restricted Stock Plan. The shares will vest one-forth each calendar quarter. Read SEC document |
| December 07, 2016 Filed Jan 4, 2017 15:34 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 5.472 | $24.46 | $133.87 |
DisclosureSEC source: 0001209191-17-000768 · doc4.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,971 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · shares: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · price: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F1 · acquired: Purchase of Panhandle shares in connection with a dividend reinvestment plan. Read SEC document |
| September 02, 2016 Filed Oct 31, 2016 17:57 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 6 | $17.48 | $104.88 |
DisclosureSEC source: 0001209191-16-147536 · doc5.xml · nonDerivative · entry 3 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,965 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| June 13, 2016 Filed Oct 31, 2016 17:57 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 5 | $17.12 | $85.60 |
DisclosureSEC source: 0001209191-16-147536 · doc5.xml · nonDerivative · entry 2 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,959 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| March 04, 2016 Filed Oct 31, 2016 17:57 UTC | PHX MINERALS INC. PHX · Entity 77308 | PurchasePanhandle Class A Common | 4 | $15.50 | $62.00 |
DisclosureSEC source: 0001209191-16-147536 · doc5.xml · nonDerivative · entry 1 CANAAN LEE M · CIK 0001134252 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,953 F1 · kind: Purchase of Panhandle shares in connection with a dividend reinvestment plan. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. 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.