Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California Resources CorpCRC · Entity 3937 | VP Finance & Controller | March 16, 2026 | March 19, 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.
California Resources Corp
Report date March 16, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,652 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 21,652 F1: Includes (i) 4,956 restricted stock units ("RSUs") that will vest on March 1, 2027; (ii) 2,712 RSUs that will vest on March 1, 2028; and (iii) 2,804 RSUs that will vest in three equal installments on each of March 2, 2027, 2028 and 2029. Each RSU represents a contingent right to receive one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (i) 4,956 restricted stock units ("RSUs") that will vest on March 1, 2027; (ii) 2,712 RSUs that will vest on March 1, 2028; and (iii) 2,804 RSUs that will vest in three equal installments on each of March 2, 2027, 2028 and 2029. Each RSU represents a contingent right to receive one share of common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Berry Corp (bry)
Report date December 18, 2025 · Filed December 18, 2025
Section 16 reporting ended · disclosed 2025-12-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2023 Restricted Stock UnitsSEC Table I · non-derivative | Direct | 147,795 |
Reported balance
After 2025-12-18 transaction · row 1
1 source rowRow 1 · 2025-12-18 · Exercise / conversion · Acquired 6,726 · Balance 147,795 F1: On December 18, 2025, the transactions contemplated by the Agreement and Plan of Merger, dated September 14, 2025 (the "Merger Agreement"), by and among Berry Corporation (bry) (the "Issuer"), California Resources Corporation ("CRC"), and Dornoch Merger Sub, LLC ("Merger Sub") were consummated. Pursuant to the Merger Agreement, Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of CRC (the "Merger"). F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit not subject to performance-based vesting conditions ("RSU") that accelerated at the Effective Time in accordance with its terms ("Single Trigger RSU") was cancelled in exchange for an amount in cash equal to the number of shares of Berry Common Stock subject to such Single Trigger RSU multiplied by the product of (a) $47.21 (the VWAP per share of CRC Common Stock for the 15 consecutive trading days ending on and including the second full trading day prior to the Effective Time in accordance with the Merger Agreement) and (b) the Exchange Ratio. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-18 transaction · row 2
1 source rowRow 2 · 2025-12-18 · Disposition to issuer · Disposed 147,795 · Balance 0 F1: On December 18, 2025, the transactions contemplated by the Agreement and Plan of Merger, dated September 14, 2025 (the "Merger Agreement"), by and among Berry Corporation (bry) (the "Issuer"), California Resources Corporation ("CRC"), and Dornoch Merger Sub, LLC ("Merger Sub") were consummated. Pursuant to the Merger Agreement, Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of CRC (the "Merger"). F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock, par value $0.001 per share ("Berry Common Stock"), beneficially owned by the Reporting Person at the effective time of the Merger (the "Effective Time") was converted into the right to receive 0.0718 (the "Exchange Ratio") shares of common stock, par value $0.01 per share, of CRC ("CRC Common Stock"), with cash paid in lieu of the issuance of fractional shares (the "Merger Consideration"). F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit not subject to performance-based vesting conditions ("RSU") that accelerated at the Effective Time in accordance with its terms ("Single Trigger RSU") was cancelled in exchange for an amount in cash equal to the number of shares of Berry Common Stock subject to such Single Trigger RSU multiplied by the product of (a) $47.21 (the VWAP per share of CRC Common Stock for the 15 consecutive trading days ending on and including the second full trading day prior to the Effective Time in accordance with the Merger Agreement) and (b) the Exchange Ratio. F4: Pursuant to the Merger Agreement, each outstanding RSU that is not a Single Trigger RSU ("Double Trigger RSU") was canceled in exchange for a restricted stock unit of CRC denominated in a number of shares of CRC Common Stock equal to the product of (x) the number of shares of Berry Common Stock subject to such Double Trigger RSU multiplied by (y) the Exchange Ratio and remains subject to the same terms and conditions (including vesting terms) as were applicable prior to the Effective Time. |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-18 · Exercise / conversion · Disposed 6,726 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit not subject to performance-based vesting conditions ("RSU") that accelerated at the Effective Time in accordance with its terms ("Single Trigger RSU") was cancelled in exchange for an amount in cash equal to the number of shares of Berry Common Stock subject to such Single Trigger RSU multiplied by the product of (a) $47.21 (the VWAP per share of CRC Common Stock for the 15 consecutive trading days ending on and including the second full trading day prior to the Effective Time in accordance with the Merger Agreement) and (b) the Exchange Ratio. |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-18 · Disposition to issuer · Disposed 21,662 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding RSU that is not a Single Trigger RSU ("Double Trigger RSU") was canceled in exchange for a restricted stock unit of CRC denominated in a number of shares of CRC Common Stock equal to the product of (x) the number of shares of Berry Common Stock subject to such Double Trigger RSU multiplied by (y) the Exchange Ratio and remains subject to the same terms and conditions (including vesting terms) as were applicable prior to the Effective Time. |
| 2025 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-18 · Disposition to issuer · Disposed 28,324 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding RSU that is not a Single Trigger RSU ("Double Trigger RSU") was canceled in exchange for a restricted stock unit of CRC denominated in a number of shares of CRC Common Stock equal to the product of (x) the number of shares of Berry Common Stock subject to such Double Trigger RSU multiplied by (y) the Exchange Ratio and remains subject to the same terms and conditions (including vesting terms) as were applicable prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 18, 2025, the transactions contemplated by the Agreement and Plan of Merger, dated September 14, 2025 (the "Merger Agreement"), by and among Berry Corporation (bry) (the "Issuer"), California Resources Corporation ("CRC"), and Dornoch Merger Sub, LLC ("Merger Sub") were consummated. Pursuant to the Merger Agreement, Merger Sub merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of CRC (the "Merger").
F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock, par value $0.001 per share ("Berry Common Stock"), beneficially owned by the Reporting Person at the effective time of the Merger (the "Effective Time") was converted into the right to receive 0.0718 (the "Exchange Ratio") shares of common stock, par value $0.01 per share, of CRC ("CRC Common Stock"), with cash paid in lieu of the issuance of fractional shares (the "Merger Consideration").
F3: Pursuant to the Merger Agreement, each outstanding restricted stock unit not subject to performance-based vesting conditions ("RSU") that accelerated at the Effective Time in accordance with its terms ("Single Trigger RSU") was cancelled in exchange for an amount in cash equal to the number of shares of Berry Common Stock subject to such Single Trigger RSU multiplied by the product of (a) $47.21 (the VWAP per share of CRC Common Stock for the 15 consecutive trading days ending on and including the second full trading day prior to the Effective Time in accordance with the Merger Agreement) and (b) the Exchange Ratio.
F4: Pursuant to the Merger Agreement, each outstanding RSU that is not a Single Trigger RSU ("Double Trigger RSU") was canceled in exchange for a restricted stock unit of CRC denominated in a number of shares of CRC Common Stock equal to the product of (x) the number of shares of Berry Common Stock subject to such Double Trigger RSU multiplied by (y) the Exchange Ratio and remains subject to the same terms and conditions (including vesting terms) as were applicable prior to the Effective Time.
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 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units 2020 · Derivative | 8,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · derivative · entry 6 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,483 Underlying: Common Stock · 8,242 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units 2019 · Derivative | 3,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · derivative · entry 5 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,922 Underlying: Common Stock · 3,921 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 2,520 | $4.90 | $12,348.00 |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · nonDerivative · entry 4 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,551 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 8,242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · nonDerivative · entry 3 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,071 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,199 | $4.90 | $5,875.10 |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · nonDerivative · entry 2 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,829 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 21:14 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 3,921 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001834 · primarydocument.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,028 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:03 UTC | Berry Corp (bry) BRY · Entity 71163 | GrantRestricted Stock Units 2021 · Derivative | 49,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001525 · primarydocument.xml · derivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,450 Underlying: Common Stock · 49,450 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of February 19, 2021, subject to the continued employment of the Reporting Person. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of February 19, 2021, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of February 19, 2021, subject to the continued employment of the Reporting Person. Read SEC document |
| January 16, 2021 Filed Jan 20, 2021 10:29 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000371 · primarydocument.xml · derivative · entry 3 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of January 16, 2018, subject to the continued employment of the Reporting Person. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of January 16, 2018, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of January 16, 2018, subject to the continued employment of the Reporting Person. Read SEC document |
| January 16, 2021 Filed Jan 20, 2021 10:29 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,529 | $4.71 | $7,201.59 |
DisclosureSEC source: 0001562180-21-000371 · primarydocument.xml · nonDerivative · entry 2 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,107 Read SEC document |
| January 16, 2021 Filed Jan 20, 2021 10:29 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-000371 · primarydocument.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,636 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of January 16, 2018, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:38 UTC | Berry Corp (bry) BRY · Entity 71163 | GrantRestricted Stock Units 2020 · Derivative | 24,725 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002075 · primarydocument.xml · derivative · entry 4 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,725 Underlying: Common Stock · 24,725 shares Expires not disclosed F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person. F2 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2020, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:38 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units 2019 · Derivative | 3,922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002075 · primarydocument.xml · derivative · entry 3 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,843 Underlying: Common Stock · 3,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:38 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,223 | $6.37 | $7,790.51 |
DisclosureSEC source: 0001562180-20-002075 · primarydocument.xml · nonDerivative · entry 2 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,636 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:38 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002075 · primarydocument.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Corporation (bry). One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 21:31 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000437 · primarydocument.xml · derivative · entry 3 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Petroleum Corporation. RSUs vested on January 16, 2020 and will vest January 16, 2021, so long as the Reporting Person remains continuously employed by the Issuer. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Petroleum Corporation. RSUs vested on January 16, 2020 and will vest January 16, 2021, so long as the Reporting Person remains continuously employed by the Issuer. Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 21:31 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,559 | $8.33 | $12,986.47 |
DisclosureSEC source: 0001562180-20-000437 · primarydocument.xml · nonDerivative · entry 2 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,937 Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 21:31 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000437 · primarydocument.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,496 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.001 per share, of Berry Petroleum Corporation. RSUs vested on January 16, 2020 and will vest January 16, 2021, so long as the Reporting Person remains continuously employed by the Issuer. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:07 UTC | Berry Corp (bry) BRY · Entity 71163 | GrantRestricted Stock Units 2019 · Derivative | 11,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000952 · form.xml · derivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 Underlying: Common Stock · 11,765 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award of Restricted Stock Units under the Second Amended and Restated Berry Petroleum Corporation 2017 Omnibus Incentive Plan approved November 7, 2018, subject to the number of shares underlying such award being determined based on the March 1, 2019 closing price of Berry Petroleum Corporation common stock. Accordingly, the grant of such Restricted Stock Units occurred on March 1, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.0001 per share, of Berry Petroleum Corporation. One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · price: Represents an award of Restricted Stock Units under the Second Amended and Restated Berry Petroleum Corporation 2017 Omnibus Incentive Plan approved November 7, 2018, subject to the number of shares underlying such award being determined based on the March 1, 2019 closing price of Berry Petroleum Corporation common stock. Accordingly, the grant of such Restricted Stock Units occurred on March 1, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.0001 per share, of Berry Petroleum Corporation. One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.exercise_date: Represents an award of Restricted Stock Units under the Second Amended and Restated Berry Petroleum Corporation 2017 Omnibus Incentive Plan approved November 7, 2018, subject to the number of shares underlying such award being determined based on the March 1, 2019 closing price of Berry Petroleum Corporation common stock. Accordingly, the grant of such Restricted Stock Units occurred on March 1, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.0001 per share, of Berry Petroleum Corporation. One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. F1 · derivative.expiration_date: Represents an award of Restricted Stock Units under the Second Amended and Restated Berry Petroleum Corporation 2017 Omnibus Incentive Plan approved November 7, 2018, subject to the number of shares underlying such award being determined based on the March 1, 2019 closing price of Berry Petroleum Corporation common stock. Accordingly, the grant of such Restricted Stock Units occurred on March 1, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of common stock, par value $0.0001 per share, of Berry Petroleum Corporation. One-third of the Restricted Stock Units vest on each of the first three anniversaries of March 1, 2019, subject to the continued employment of the Reporting Person. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · derivative · entry 9 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2021-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represented a contingent right to receive a share of BRY common stock so long as the Reporting Person remained continuously employed by the Issuer from the date of issuance through January 16, 2019. F3 · price: Each Restricted Stock Unit (RSU) represented a contingent right to receive a share of BRY common stock so long as the Reporting Person remained continuously employed by the Issuer from the date of issuance through January 16, 2019. F3 · derivative.exercise_date: Each Restricted Stock Unit (RSU) represented a contingent right to receive a share of BRY common stock so long as the Reporting Person remained continuously employed by the Issuer from the date of issuance through January 16, 2019. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 2,045 | $10.03 | $20,511.35 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 6 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,496 Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 5 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,541 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Each Restricted Stock Unit (RSU) represented a contingent right to receive a share of BRY common stock so long as the Reporting Person remained continuously employed by the Issuer from the date of issuance through January 16, 2019. Read SEC document |
| October 05, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · derivative · entry 8 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2021-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $15 per share for 30 consecutive trading days during the applicable performance period. F2 · price: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $15 per share for 30 consecutive trading days during the applicable performance period. F2 · derivative.exercise_date: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $15 per share for 30 consecutive trading days during the applicable performance period. Read SEC document |
| October 05, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,729 | $18.24 | $31,536.96 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 4 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 Read SEC document |
| October 05, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 3 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $15 per share for 30 consecutive trading days during the applicable performance period. Read SEC document |
| October 02, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · derivative · entry 7 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2021-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $13 per share for 30 consecutive trading days during the applicable performance period. F1 · price: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $13 per share for 30 consecutive trading days during the applicable performance period. F1 · derivative.exercise_date: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $13 per share for 30 consecutive trading days during the applicable performance period. Read SEC document |
| October 02, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Tax withholdingCommon Stock | 1,730 | $17.93 | $31,018.90 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 2 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,270 Read SEC document |
| October 02, 2018 Filed Jan 17, 2019 17:21 UTC | Berry Corp (bry) BRY · Entity 71163 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000187 · form.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each Performance Restricted Stock Unit represented a contingent right to receive a share of BRY common stock upon the volume-weighted average price of BRY's common stock equaling or exceeding $13 per share for 30 consecutive trading days during the applicable performance period. Read SEC document |
| August 04, 2017 Filed Aug 8, 2017 20:13 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 314 | $7.05 | $2,213.70 |
DisclosureSEC source: 0001609253-17-000143 · wf-form4_150222322380280.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,008.25 Read SEC document |
| July 08, 2017 Filed Jul 11, 2017 21:51 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 1,118 | $7.35 | $8,217.30 |
DisclosureSEC source: 0001609253-17-000123 · wf-form4_149980984958479.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,322.25 Read SEC document |
| May 26, 2017 Filed May 31, 2017 23:06 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 823 | $11.85 | $9,752.55 |
DisclosureSEC source: 0001609253-17-000119 · wf-form4_149627195641191.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,440.25 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:35 UTC | California Resources Corp CRC · Entity 3937 | GrantCommon Stock | 7,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001609253-17-000037 · wf-form4_148720890746493.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,263.25 F1 · kind: Grant of Restricted Stock Units (RSUs) pursuant to California Resources Corporation's (CRC) Long-Term Incentive Plan. F2 · shares: The RSUs will vest in three (3) equal installments on February 12, 2018, 2019, and 2020. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 01:31 UTC | California Resources Corp CRC · Entity 3937 | Tax withholdingCommon Stock | 668 | $21.29 | $14,221.72 |
DisclosureSEC source: 0001609253-17-000002 · wf-form4_148349347103955.xml · nonDerivative · entry 1 Helm Michael S. · CIK 0001622068 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,953.25 F1 · balance_after: Reflects 0.848 shares that were disposed in connection with a transfer of shares to a new brokerage and 0.85 shares that were disposed of in connection with a rollover of a qualified retirement plan to an IRA. 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.