Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MACH NATURAL RESOURCES LPMNR · Entity 4469 | Director · See Remarks · 10% owner · See Remarks | September 14, 2026 | September 17, 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.
MACH NATURAL RESOURCES LP
Report date September 14, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | IndirectHeld by Tom L. Ward 1992 Revocable Living Trust | 13,467,452 |
Reported balance
After 2026-09-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-14 · Purchase · Acquired 172,413 · Balance 13,467,452 F1: The Tom L. Ward 1992 Revocable Living Trust (the "Trust") purchased 172,413 common units in an unregistered block trade at a price of $11.60 per unit. F2: The Reporting Person is the Trustee of the Trust. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Trust, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. |
| Common UnitsSEC Table I · non-derivative | IndirectHeld by Mach Resources LLC | 421,100 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 421,100 F3: The Reporting Person exercises control over Mach Resources LLC ("Mach Resources"). Mach Resources is owned 50.5% by Tom L. Ward through the Trust and 49.5% by WCT Resources which is owned by certain trusts affiliated with Mr. Ward. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by Mach Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. |
| Common UnitsSEC Table I · non-derivative | IndirectHeld by Tom L. Ward Family Foundation | 167,030 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 167,030 F4: The Reporting Person exercises control over the Tom L. Ward Family Foundation (the "Foundation"). By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. |
| Common UnitsSEC Table I · non-derivative | IndirectHeld by WCT Resources LLC | 76,628 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 76,628 F5: The Reporting Person exercises control over WCT Resources which is owned by certain trusts affiliated with Mr. Ward. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by WCT Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. |
| Common UnitsSEC Table I · non-derivative | Direct | 14,221,292 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 14,221,292 |
Filing footnotes · ownership attribution and instrument terms
F1: The Tom L. Ward 1992 Revocable Living Trust (the "Trust") purchased 172,413 common units in an unregistered block trade at a price of $11.60 per unit.
F2: The Reporting Person is the Trustee of the Trust. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Trust, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly.
F3: The Reporting Person exercises control over Mach Resources LLC ("Mach Resources"). Mach Resources is owned 50.5% by Tom L. Ward through the Trust and 49.5% by WCT Resources which is owned by certain trusts affiliated with Mr. Ward. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by Mach Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.
F4: The Reporting Person exercises control over the Tom L. Ward Family Foundation (the "Foundation"). By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly.
F5: The Reporting Person exercises control over WCT Resources which is owned by certain trusts affiliated with Mr. Ward. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by WCT Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 17, 2026 01:16 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 172,413 | $11.60 | $1,999,990.80 |
DisclosureSEC source: 0001213900-26-100673 · ownership.xml · nonDerivative · entry 1 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward 1992 Revocable Living Trust Disclosed balance after: 13,467,452 F1 · price: The Tom L. Ward 1992 Revocable Living Trust (the "Trust") purchased 172,413 common units in an unregistered block trade at a price of $11.60 per unit. F2 · ownership.nature: The Reporting Person is the Trustee of the Trust. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Trust, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| April 13, 2026 Filed Apr 13, 2026 21:02 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 76,628 | $13.05 | $999,995.40 |
DisclosureSEC source: 0001213900-26-043053 · ownership.xml · nonDerivative · entry 4 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by WCT Resources LLC Disclosed balance after: 76,628 F1 · price: As previously disclosed in the Issuer's prospectus supplement dated April 6, 2026, filed with the U.S. Securities and Exchange Commission on April 8, 2026, certain selling unitholders completed a public underwritten offering of the Issuer's common units. The Tom L. Ward 1992 Revocable Living Trust (the "Trust") and WCT Resources LLC ("WCT Resources") each purchased 76,628 common units at a price to the public of $13.05 per unit. F5 · ownership.nature: The Reporting Person exercises control over WCT Resources which is owned by certain trusts affiliated with Mr. Ward. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by WCT Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. Read SEC document |
| April 13, 2026 Filed Apr 13, 2026 21:02 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 76,628 | $13.05 | $999,995.40 |
DisclosureSEC source: 0001213900-26-043053 · ownership.xml · nonDerivative · entry 1 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward 1992 Revocable Living Trust Disclosed balance after: 13,295,039 F1 · price: As previously disclosed in the Issuer's prospectus supplement dated April 6, 2026, filed with the U.S. Securities and Exchange Commission on April 8, 2026, certain selling unitholders completed a public underwritten offering of the Issuer's common units. The Tom L. Ward 1992 Revocable Living Trust (the "Trust") and WCT Resources LLC ("WCT Resources") each purchased 76,628 common units at a price to the public of $13.05 per unit. F2 · ownership.nature: The Reporting Person is the Trustee of the Trust. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Trust, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:05 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 40,000 | $11.63 | $465,200.00 |
DisclosureSEC source: 0001213900-25-116662 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward Family Foundation Disclosed balance after: 167,030 F3 · price: The price reported in Column 4 is a weighted average price. These common units were purchased by the Tom L. Ward Family Foundation (the "Foundation") in multiple transactions at prices ranging from $11.56 to $11.72, inclusive. The Reporting Persons undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote (3) to this Form 4. F4 · ownership.nature: The Reporting Person exercises control over the Foundation. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| November 25, 2025 Filed Nov 25, 2025 21:05 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 43,660 | $11.45 | $499,907.00 |
DisclosureSEC source: 0001213900-25-114737 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward Family Foundation Disclosed balance after: 127,030 F3 · price: The price reported in Column 4 is a weighted average price. These common units were purchased by the Tom L. Ward Family Foundation (the "Foundation") in multiple transactions at prices ranging from $11.43 to $11.46, inclusive. The Reporting Persons undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote (3) to this Form 4. F4 · ownership.nature: The Reporting Person exercises control over the Foundation. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:05 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 41,740 | $11.98 | $500,045.20 |
DisclosureSEC source: 0001213900-25-112089 · ownership.xml · nonDerivative · entry 4 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward Family Foundation Disclosed balance after: 83,370 F5 · price: The price reported in Column 4 is a weighted average price. These common units were purchased by the Foundation in multiple transactions at prices ranging from $11.91 to $12.03, inclusive. The Reporting Persons undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote (5) to this Form 4. F4 · ownership.nature: The Reporting Person exercises control over the Foundation. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 21:05 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | PurchaseCommon Units | 41,630 | $12.01 | $499,976.30 |
DisclosureSEC source: 0001213900-25-112089 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward Family Foundation Disclosed balance after: 41,630 F3 · price: The price reported in Column 4 is a weighted average price. These common units were purchased by the Tom L. Ward Family Foundation (the "Foundation") in multiple transactions at prices ranging from $11.85 to $12.09, inclusive. The Reporting Persons undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common units purchased at each separate price within the ranges set forth in this footnote (3) to this Form 4. F4 · ownership.nature: The Reporting Person exercises control over the Foundation. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Foundation, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly, or indirectly. Read SEC document |
| October 28, 2025 Filed Oct 30, 2025 20:05 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | Tax withholdingCommon Units | 10,722 | $12.46 | $133,596.12 |
DisclosureSEC source: 0001213900-25-104128 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,728,593 F3 · security: The issuer withheld units to satisfy the tax withholding obligations associated with the vesting of phantom units. Read SEC document |
| October 27, 2024 Filed Oct 29, 2024 21:47 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | Tax withholdingCommon Units | 10,722 | $16.34 | $175,197.48 |
DisclosureSEC source: 0001213900-24-091839 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,739,315 F3 · security: The issuer withheld units to satisfy the tax withholding obligations associated with the vesting of phantom units. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:30 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | GrantCommon Units | 110,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-081832 · ownership.xml · nonDerivative · entry 3 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,750,037 F4 · shares: The reported securities represent phantom units. Each phantom unit represents the contingent right to receive one common unit of the Issuer upon vesting. The phantom units will vest in three equal installments on each of the first three anniversaries of the grant date, subject in each case to the continued service through such dates. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:30 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | Disposition to issuerCommon Units | 18,578 | $17.67 | $328,273.26 |
DisclosureSEC source: 0001213900-23-081832 · ownership.xml · nonDerivative · entry 2 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Mach Resources LLC Disclosed balance after: 421,100 F1 · kind: On October 27, 2023, the Issuer used a portion of the net proceeds from the closing of its initial public offering ("IPO") of common units to purchase common units from certain of the Issuer's pre-IPO unitholders, including the Reporting Person, at a price of $17.67 per unit (such price per unit being the price that the Issuer received from the underwriters in the IPO, net of the underwriting discounts and commissions). F3 · ownership.nature: The Reporting Person exercises control over Mach Resources LLC ("Mach Resources"). Mach Resources is owned 50.5% by Tom L. Ward through the Trust and 49.5% by WCT Resources LLC which is owned by certain trusts affiliated with Mr. Ward for which an employee of Mach Resources is trustee. By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by Mach Resources, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:30 UTC | MACH NATURAL RESOURCES LP MNR · Entity 4469 | Disposition to issuerCommon Units | 583,165 | $17.67 | $10,304,525.55 |
DisclosureSEC source: 0001213900-23-081832 · ownership.xml · nonDerivative · entry 1 WARD TOM L. · CIK 0001038276 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Tom L. Ward 1992 Revocable Trust Disclosed balance after: 13,218,411 F1 · kind: On October 27, 2023, the Issuer used a portion of the net proceeds from the closing of its initial public offering ("IPO") of common units to purchase common units from certain of the Issuer's pre-IPO unitholders, including the Reporting Person, at a price of $17.67 per unit (such price per unit being the price that the Issuer received from the underwriters in the IPO, net of the underwriting discounts and commissions). F2 · ownership.nature: The Reporting Person is the Trustee of the Tom L. Ward 1992 Revocable Trust (the "Trust"). By virtue of the relationship, the Reporting Person may be deemed to have or share beneficial ownership of the securities held of record by the Trust, but the Reporting Person disclaims any beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. 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.