Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Excelerate Energy, Inc.EE · Entity 3984 | See Remarks | March 31, 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.
Excelerate Energy, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 51,173 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Tax withholding · Disposed 546 · Balance 51,173 F1: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2026.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 17:25 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 546 | $33.31 | $18,187.26 |
DisclosureSEC source: 0001193125-26-140580 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,173 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2026. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 17:34 UTC | Excelerate Energy, Inc. EE · Entity 3984 | SaleClass A Common Stock | 6,000 | $34.15 | $204,900.00 |
DisclosureSEC source: 0001193125-26-122261 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,719 F1 · price: The reporting person undertakes to provide to Excelerate Energy, Inc., any security holder of Excelerate Energy, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F2 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $33.95-34.60, inclusive. Read SEC document |
| March 20, 2026 Filed Mar 25, 2026 11:30 UTC Amendment | Excelerate Energy, Inc. EE · Entity 3984 | SaleClass A Common Stock | 6,000 | $34.15 | $204,900.00 |
DisclosureSEC source: 0001193125-26-123153 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,719 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2025. F2 · price: The reporting person undertakes to provide to Excelerate Energy, Inc., any security holder of Excelerate Energy, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. F3 · price: The price reported in Column 4 is a weighted price. The shares were sold in multiple transactions at prices ranging from $33.95-34.60, inclusive. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:32 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 15,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-099114 · ownership.xml · nonDerivative · entry 2 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,719 F2 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:32 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 4,657 | $38.48 | $179,201.36 |
DisclosureSEC source: 0001193125-26-099114 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,646 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 5, 2024 and March 5, 2025 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended), and a portion of each vested on March 5, 2026. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 18:57 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 714 | $41.78 | $29,830.92 |
DisclosureSEC source: 0001193125-26-061867 · ownership.xml · nonDerivative · entry 2 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,303 F2 · shares: Reflects PSUs reported as acquired under footnote (1) above that were withheld to satisfy the Reporting Person's tax withholding liability. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 18:57 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061867 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,017 F1 · shares: Represents performance stock units ("PSUs") granted on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan, each of which represented a contingent right to receive one share of Class A common stock of the Issuer. The PSUs vested at 132% of the target amount of the Issuer's adjusted return on equity and 96.80% of the target amount of the Issuer's relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. The Issuer's compensation committee certified the achievement of the performance goal on February 18, 2026. Read SEC document |
| November 01, 2025 Filed Nov 4, 2025 17:25 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 678 | $25.91 | $17,566.98 |
DisclosureSEC source: 0001193125-25-265041 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,345 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on November 1, 2024 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on November 1, 2025. F2 · balance_after: Includes 33,855 outstanding RSUs granted under the Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:45 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 355 | $27.99 | $9,936.45 |
DisclosureSEC source: 0000950170-25-049643 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,023 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2025. F2 · balance_after: Includes 35,669 outstanding RSUs granted under the Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 17:27 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 12,438 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034925 · ownership.xml · derivative · entry 3 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,224 Underlying: Class A Common Stock · 12,438 shares Expires not disclosed F5 · security: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A Common Stock. F6 · derivative.exercise_price: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F6 · derivative.exercise_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F6 · derivative.expiration_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2025 through December 31, 2027, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 17:27 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 12,438 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034925 · ownership.xml · nonDerivative · entry 2 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,378 F3 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. F4 · balance_after: Includes 37,128 outstanding RSUs granted under the Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 17:27 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 2,136 | $30.15 | $64,400.40 |
DisclosureSEC source: 0000950170-25-034925 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,940 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 5, 2024 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 5, 2025. F2 · balance_after: Includes 24,690 outstanding RSUs granted under the Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| December 06, 2024 Filed Dec 6, 2024 16:55 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 372 | $32.10 | $11,941.20 |
DisclosureSEC source: 0000950170-24-134187 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,076 Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 19:32 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-121014 · ownership.xml · derivative · entry 2 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,786 Underlying: Class A Common Stock · 5,444 shares Expires not disclosed F2 · security: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_price: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.exercise_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.expiration_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 19:32 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-121014 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,448 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A Common Stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 18:24 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 355 | $16.02 | $5,687.10 |
DisclosureSEC source: 0000950170-24-040503 · ownership.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,004 F1 · kind: Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2024. F2 · balance_after: Includes 28,940 outstanding RSUs granted under the Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 18:07 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantPerformance Stock Unit · Derivative | 13,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004601 · doc4.xml · derivative · entry 2 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,342 Underlying: Class A Common Stock · 13,342 shares Expires not disclosed F2 · security: Each performance stock unit ("PSU") represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_price: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.exercise_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. F3 · derivative.expiration_date: Represents PSUs that are eligible to vest if the company's annualized absolute total shareholder return, expressed as a percentage, over the three-year performance period from January 1, 2024 through December 31, 2026, achieves certain hurdles. The actual number of PSUs earned may range from zero to 200% of the target number of PSU. The number of PSUs reported reflects the maximum number of PSUs the reporting person may earn under the award. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 18:07 UTC | Excelerate Energy, Inc. EE · Entity 3984 | GrantClass A Common Stock | 24,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004601 · doc4.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,359 F1 · kind: Represents restricted stock units ("RSUs"), each of which represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 18:18 UTC | Excelerate Energy, Inc. EE · Entity 3984 | Tax withholdingClass A Common Stock | 372 | $16.22 | $6,033.84 |
DisclosureSEC source: 0001209191-23-057785 · doc4.xml · nonDerivative · entry 1 Simpson Oliver · CIK 0002001531 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,869 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.