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Simon Karen Jo

Disclosed activity across 3 companies

Tapewire entity
54277
SEC CIK
0001861762

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BullishBLSH · Entity 3903DirectorSeptember 03, 2026September 10, 2026
Crescent Energy CoCRGY · Entity 3846DirectorApril 01, 2026April 02, 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.

Bullish

Report date September 03, 2026 · Filed September 10, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Ordinary SharesSEC Table I · non-derivativeDirect36,494 Reported balance After 2026-09-03 transaction · row 1
1 source row

Row 1 · 2026-09-03 · Grant · Acquired 5,877 · Balance 36,494

F1: Represents 5,877 restricted share units ("RSUs") granted to the Reporting Person pursuant to the Bullish 2025 Omnibus Incentive Plan. The RSUs vest in full on September 1, 2027. Each RSU represents a right to receive one ordinary share of Bullish upon vesting.

Filing footnotes · ownership attribution and instrument terms

F1: Represents 5,877 restricted share units ("RSUs") granted to the Reporting Person pursuant to the Bullish 2025 Omnibus Incentive Plan. The RSUs vest in full on September 1, 2027. Each RSU represents a right to receive one ordinary share of Bullish upon vesting.

Crescent Energy Co

Report date April 01, 2026 · Filed April 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect103,748 Reported balance After 2026-04-01 transaction · row 1
1 source row

Row 1 · 2026-04-01 · Grant · Acquired 17,411 · Balance 103,748

F1: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2027, subject to the reporting person's continuous service through such date.

Filing footnotes · ownership attribution and instrument terms

F1: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2027, subject to the reporting person's continuous service through such date.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CONTANGO OIL & GAS CO

Report date December 07, 2021 · Filed December 09, 2021

Section 16 reporting ended · disclosed 2021-12-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2021-12-07 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2021-12-07 · Disposition to issuer · Disposed 27,121 · Balance 0

F1: Contango, Independence Energy, LLC, IE Pubco Inc. ("New Pubco"), IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub"), are parties to the Transaction Agreement, dated as of June 7, 2021 (the "Transaction Agreement"), pursuant to which, among other things, C Merger Sub merged with and into Contango with Contango as the surviving entity (the "Merger"), immediately following the Merger, Contango merged with and into L Merger Sub, with L Merger Sub, a direct wholly owned subsidiary of New PubCo, as the surviving entity. At the effective time of the Merger, each share of Contango common stock, par value $0.04 per share, outstanding immediately prior to the Merger was converted automatically into the right to receive 0.2000 shares of New PubCo Class A Common Stock.

Filing footnotes · ownership attribution and instrument terms

F1: Contango, Independence Energy, LLC, IE Pubco Inc. ("New Pubco"), IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub"), are parties to the Transaction Agreement, dated as of June 7, 2021 (the "Transaction Agreement"), pursuant to which, among other things, C Merger Sub merged with and into Contango with Contango as the surviving entity (the "Merger"), immediately following the Merger, Contango merged with and into L Merger Sub, with L Merger Sub, a direct wholly owned subsidiary of New PubCo, as the surviving entity. At the effective time of the Merger, each share of Contango common stock, par value $0.04 per share, outstanding immediately prior to the Merger was converted automatically into the right to receive 0.2000 shares of New PubCo Class A Common Stock.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 03, 2026 Filed Sep 10, 2026 20:08 UTC Bullish BLSH · Entity 3903 GrantOrdinary Shares 5,877 $0.00 $0.00
Disclosure

SEC source: 0000929638-26-003492 · form4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,494

F1 · shares: Represents 5,877 restricted share units ("RSUs") granted to the Reporting Person pursuant to the Bullish 2025 Omnibus Incentive Plan. The RSUs vest in full on September 1, 2027. Each RSU represents a right to receive one ordinary share of Bullish upon vesting.

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April 01, 2026 Filed Apr 2, 2026 20:39 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A Common Stock 17,411 $0.00 $0.00
Disclosure

SEC source: 0001866175-26-000055 · wk-form4_1775162382.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,748

F1 · price: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2027, subject to the reporting person's continuous service through such date.

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April 01, 2025 Filed Apr 3, 2025 20:41 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A Common Stock 11,043 $0.00 $0.00
Disclosure

SEC source: 0001866175-25-000046 · wk-form4_1743712855.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,337

F1 · price: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2026, subject to the reporting person's continuous service through such date.

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April 01, 2024 Filed Apr 3, 2024 21:33 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A Common Stock 14,311 $0.00 $0.00
Disclosure

SEC source: 0001866175-24-000030 · wk-form4_1712179977.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,294

F1 · price: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2025, subject to the reporting person's continuous service through such date.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 21:34 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A Common Stock 11,428 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-010903 · wf-form4_168073047355382.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,983

F1 · price: The shares of Crescent Energy Company (the "Issuer") Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2024, subject to the reporting person's continuous service through such date.

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August 12, 2022 Filed Aug 16, 2022 01:04 UTC Crescent Energy Co CRGY · Entity 3846 PurchaseClass A common stock, par value $0.0001 per share 35,000 $16.20 $567,000.00
Disclosure

SEC source: 0000899243-22-028706 · doc4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,555

F1 · price: This reported transaction of Class A common stock of Crescent Energy Company (the "Issuer") was executed in multiple "same-day, same-way" open market purchase trades at prices ranging from $15.73 to $16.55. The price reported in Column 4 above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.

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April 01, 2022 Filed Apr 5, 2022 21:01 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A common stock 9,131 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-013810 · doc4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,555

F1 · price: The shares of Crescent Energy Company's Class A common stock ("Common Stock") reported are restricted stock units ("RSUs") granted to the reporting person pursuant to the Crescent Energy Company 2021 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will vest on April 1, 2023, subject to the reporting person's continuous service through such date.

Read SEC document
December 07, 2021 Filed Dec 8, 2021 22:00 UTC Crescent Energy Co CRGY · Entity 3846 GrantClass A common stock 5,424 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-047353 · doc4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,424

F1 · price: This Form 4 reports securities acquired in connection with the merger contemplated by that certain Transaction Agreement, dated June 7, 2021, by and among Crescent Energy Company (the "Issuer"), Contango Oil & Gas Company ("Contango"), Independence Energy LLC, IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub") (the "Transaction Agreement") whereby C Merger Sub merged with and into Contango, with Contango surviving the merger as a direct wholly owned subsidiary of the Issuer (the "Contango Merger") and Contango merged with and into L Merger Sub, with L Merger Sub surviving the merger as a direct wholly owned subsidiary of the Issuer (the "LLC Merger", together with the Contango Merger, the "Mergers"). On December 7, 2021, the effective time of the Mergers, (the "Effective Time"), each outstanding share of common stock, par value $0.04 per share, of Contango ("Contango common stock"),

F2 · price: (Continued from Footnote 1), was converted automatically into the right to receive 0.200 shares of Class A common stock, par value $0.0001 per share, of the Issuer (the "Crescent Class A common stock") (the "Exchange Ratio"), with cash paid in lieu of the issuance of any fractional shares of Crescent Class A common stock.

F3 · price: (Continued from footnote 2), The Crescent Class A common stock acquired by the Reporting Person is reported above, and is acquired as a result of the early acceleration of vesting of certain awards of restricted Contango Common Stock cancelled in exchange for the right to receive the number of shares of Crescent Class A common stock equal to the product of the number of shares of Contango Common Stock subject to such award, multiplied by the Exchange Ratio. On the trading day immediately prior to the Effective Time, the closing price of Contango Common stock was $3.11 per share and the Crescent Class A common stock had not yet commenced trading.

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December 07, 2021 Filed Dec 9, 2021 16:34 UTC CONTANGO OIL & GAS CO MCF · Entity 15613 Disposition to issuerCommon Stock 27,121 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-047549 · doc4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Contango, Independence Energy, LLC, IE Pubco Inc. ("New Pubco"), IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub"), are parties to the Transaction Agreement, dated as of June 7, 2021 (the "Transaction Agreement"), pursuant to which, among other things, C Merger Sub merged with and into Contango with Contango as the surviving entity (the "Merger"), immediately following the Merger, Contango merged with and into L Merger Sub, with L Merger Sub, a direct wholly owned subsidiary of New PubCo, as the surviving entity. At the effective time of the Merger, each share of Contango common stock, par value $0.04 per share, outstanding immediately prior to the Merger was converted automatically into the right to receive 0.2000 shares of New PubCo Class A Common Stock.

F1 · price: Contango, Independence Energy, LLC, IE Pubco Inc. ("New Pubco"), IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub"), are parties to the Transaction Agreement, dated as of June 7, 2021 (the "Transaction Agreement"), pursuant to which, among other things, C Merger Sub merged with and into Contango with Contango as the surviving entity (the "Merger"), immediately following the Merger, Contango merged with and into L Merger Sub, with L Merger Sub, a direct wholly owned subsidiary of New PubCo, as the surviving entity. At the effective time of the Merger, each share of Contango common stock, par value $0.04 per share, outstanding immediately prior to the Merger was converted automatically into the right to receive 0.2000 shares of New PubCo Class A Common Stock.

F1 · balance_after: Contango, Independence Energy, LLC, IE Pubco Inc. ("New Pubco"), IE OpCo LLC, IE C Merger Sub Inc. ("C Merger Sub") and IE L Merger Sub LLC ("L Merger Sub"), are parties to the Transaction Agreement, dated as of June 7, 2021 (the "Transaction Agreement"), pursuant to which, among other things, C Merger Sub merged with and into Contango with Contango as the surviving entity (the "Merger"), immediately following the Merger, Contango merged with and into L Merger Sub, with L Merger Sub, a direct wholly owned subsidiary of New PubCo, as the surviving entity. At the effective time of the Merger, each share of Contango common stock, par value $0.04 per share, outstanding immediately prior to the Merger was converted automatically into the right to receive 0.2000 shares of New PubCo Class A Common Stock.

Read SEC document
October 20, 2021 Filed Oct 21, 2021 16:56 UTC CONTANGO OIL & GAS CO MCF · Entity 15613 GrantCommon Stock 27,121 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-061269 · doc4.xml · nonDerivative · entry 1

Simon Karen Jo · CIK 0001861762 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,121

F1 · price: The Common Stock is directly held by Karen J. Simon. The grant of Common Stock to Karen J. Simon on October 20, 2021, was issued pursuant to the Contango Director Compensation Plan, as a result of election to the Board at the 2021 annual meeting of shareholders.

F1 · ownership.direct: The Common Stock is directly held by Karen J. Simon. The grant of Common Stock to Karen J. Simon on October 20, 2021, was issued pursuant to the Contango Director Compensation Plan, as a result of election to the Board at the 2021 annual meeting of shareholders.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.