Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Summit Midstream CorpSMC · Entity 5504 | Director | March 16, 2026 | March 18, 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.
Summit Midstream Corp
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,004 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 3,733 · Balance 37,004 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Summit Midstream Partners, LP
Report date August 01, 2024 · Filed August 03, 2024
Section 16 reporting ended · disclosed 2024-08-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 1
1 source rowRow 1 · 2024-08-01 · Disposition to issuer · Disposed 30,209 · Balance 0 F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation.
F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units.
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 16, 2026 Filed Mar 18, 2026 20:34 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 3,733 | $0.00 | $0.00 |
DisclosureSEC source: 0002024218-26-000052 · wk-form4_1773866068.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,004 Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:38 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0002024218-25-000027 · wk-form4_1742330288.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,271 Read SEC document |
| August 01, 2024 Filed Aug 3, 2024 01:45 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 30,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002024218-24-000021 · wk-form4_1722649541.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,209 F1 · kind: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2 · kind: Pursuant to Rule 12g-3(e), the Corporation is the successor issuer to the Partnership for purposes of Section 16. F3 · shares: Pursuant to the Merger, immediately prior to the Effective Time, all outstanding common units representing limited partner interests in the Partnership have been converted into the right to receive shares of Common Stock, par value $0.01 per share, of the Corporation. F1 · price: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. Read SEC document |
| August 01, 2024 Filed Aug 3, 2024 01:18 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | Disposition to issuerCommon Units (Limited Partner Interests) | 30,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001549922-24-000072 · wk-form4_1722647921.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2 · shares: After the Effective Time, the Reporting Person holds an aggregate 0 common units. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 13:58 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001549922-24-000022 · wk-form4_1705931929.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,209 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:21 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019521 · doc4.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,628 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 16:11 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019454 · doc4.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,278 Read SEC document |
| March 15, 2021 Filed Mar 15, 2021 19:39 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020420 · doc4.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,834 F1 · balance_after: On November 9, 2020, the Issuer effected a 1-for-15 reverse stock split (the "Reverse Unit Split"). Pursuant to the Reverse Unit Split, common unitholders received one common unit for every 15 common units owned at the close of business on November 9, 2020. All fractional units created by the Reverse Unit Split were rounded to the nearest whole unit. The common units began trading on a split-adjusted basis on November 10, 2020. After giving effect to the Reverse Unit Split, the number of issued and outstanding common units decreased to 3,774,992. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 21:46 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035057 · doc4.xml · nonDerivative · entry 1 CLEARY JAMES J · CIK 0001326432 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 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.