Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crescent Energy CoCRGY · Entity 3846 | See Remarks | April 01, 2026 | April 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.
Crescent Energy Co
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 49,366 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 3,426 · Balance 49,366 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 16:38 UTC | Crescent Energy Co CRGY · Entity 3846 | Tax withholdingClass A common stock, par value $0.0001 per share | 3,426 | $12.73 | $43,612.98 |
DisclosureSEC source: 0001866175-26-000053 · wk-form4_1775162327.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,366 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:41 UTC | Crescent Energy Co CRGY · Entity 3846 | Tax withholdingClass A common stock, par value $0.0001 per share | 3,438 | $11.08 | $38,093.04 |
DisclosureSEC source: 0001866175-25-000048 · wk-form4_1743712880.xml · nonDerivative · entry 2 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,792 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:41 UTC | Crescent Energy Co CRGY · Entity 3846 | GrantClass A common stock, par value $0.0001 per share | 10,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001866175-25-000048 · wk-form4_1743712880.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,230 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 in substantially equal installments on each of April 1, 2026, April 1, 2027, and April 1, 2028, subject to the reporting person's continuous employment through each such date. Read SEC document |
| December 02, 2024 Filed Feb 14, 2025 16:34 UTC | Crescent Energy Co CRGY · Entity 3846 | OtherClass A common stock, par value $0.0001 per share | 67 | $14.93 | $1,000.31 |
DisclosureSEC source: 0001866175-25-000005 · wk-form5_1739568876.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,878 F1 · date: On December 2, 2024, pursuant to a broker-administered dividend reinvestment plan, a portion of such dividend paid to the Reporting Person was reinvested to purchase 67 shares of Class A Common Stock at an average price of $14.93 per share F2 · kind: Such transaction was previously exempt as a "small acquisition" under Rule 16a-6, as the market value of such transaction did not exceed $10,000. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 17:09 UTC | Crescent Energy Co CRGY · Entity 3846 | PurchaseClass A common stock, par value $0.0001 per share | 950 | $11.13 | $10,573.50 |
DisclosureSEC source: 0001866175-24-000082 · wk-form4_1725916143.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,811 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:31 UTC | Crescent Energy Co CRGY · Entity 3846 | Tax withholdingClass A Common Stock | 1,624 | $11.68 | $18,968.32 |
DisclosureSEC source: 0001866175-24-000027 · wk-form4_1712179862.xml · nonDerivative · entry 2 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,861 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:31 UTC | Crescent Energy Co CRGY · Entity 3846 | GrantClass A Common Stock | 22,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001866175-24-000027 · wk-form4_1712179862.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,485 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 in substantially equal installments on each of April 1, 2025, April 1, 2026, and April 1, 2027, subject to the reporting person's continuous employment through each such date. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 17:01 UTC | Crescent Energy Co CRGY · Entity 3846 | PurchaseClass A common stock, par value $0.0001 per share | 2,800 | $10.69 | $29,932.00 |
DisclosureSEC source: 0001866175-23-000078 · wk-form4_1699912853.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,124 Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 17:06 UTC | Crescent Energy Co CRGY · Entity 3846 | PurchaseClass A common stock, par value $0.0001 per share | 3,000 | $10.14 | $30,420.00 |
DisclosureSEC source: 0001866175-23-000028 · wf-form4_168634478220269.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,324 Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 17:34 UTC | Crescent Energy Co CRGY · Entity 3846 | Tax withholdingClass A Common Stock | 716 | $11.31 | $8,097.96 |
DisclosureSEC source: 0001628280-23-010902 · wf-form4_168073045948537.xml · nonDerivative · entry 2 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,324 Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 17:34 UTC | Crescent Energy Co CRGY · Entity 3846 | GrantClass A Common Stock | 9,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010902 · wf-form4_168073045948537.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,040 F1 · kind: 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 in substantially equal installments on each of April 1, 2024, April 1, 2025, and April 1, 2026, subject to the reporting person's continuous employment through each such date. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 20:18 UTC | Crescent Energy Co CRGY · Entity 3846 | PurchaseClass A common stock, par value $0.0001 per share | 700 | $13.72 | $9,604.00 |
DisclosureSEC source: 0000899243-22-036065 · doc4.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,755 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 16:21 UTC | Crescent Energy Co CRGY · Entity 3846 | PurchaseClass A common stock, par value $0.0001 per share | 1,750 | $16.05 | $28,087.50 |
DisclosureSEC source: 0000899243-22-028989 · doc4.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,055 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 17:01 UTC | Crescent Energy Co CRGY · Entity 3846 | GrantClass A common stock | 7,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013807 · doc4.xml · nonDerivative · entry 1 Shi Bo · CIK 0001914760 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,305 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 in substantially equal installments on each of April 1, 2023, April 1, 2024, and April 1, 2025, subject to the reporting person's continuous employment through each such date. 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.