Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 13, 2021 | May 17, 2021 |
| SANDRIDGE ENERGY INCSD · Entity 2054 | EVP, Chief Financial Officer | March 12, 2026 | March 16, 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.
HERC HOLDINGS INC
Report date May 13, 2021 · Filed May 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,853 |
Reported balance
After 2021-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-13 · Grant · Acquired 1,034 · Balance 7,853 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control).
F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution.
SANDRIDGE ENERGY INC
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,791 |
Ending reported balance
After 2026-03-12 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-12 · Exercise / conversion · Acquired 4,079 · Balance 51,281 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. Row 2 · 2026-03-12 · Tax withholding · Disposed 1,544 · Balance 49,737 Row 3 · 2026-03-12 · Grant · Acquired 6,119 · Balance 55,856 F2: Represents the vesting and settlement of Performance Share Units granted by the issuer on March 12, 2025, under Issuer's 2016 Omnibus Incentive Plan, as amended. F1: Each restricted stock unit represents a contingent right to receive one share of common stock. Row 4 · 2026-03-12 · Tax withholding · Disposed 2,065 · Balance 53,791 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,158 |
Reported balance
After 2026-03-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-12 · Exercise / conversion · Disposed 4,079 · Balance 8,158 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F3: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: Represents the vesting and settlement of Performance Share Units granted by the issuer on March 12, 2025, under Issuer's 2016 Omnibus Incentive Plan, as amended.
F3: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date.
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 12, 2026 Filed Mar 16, 2026 17:43 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Exercise / conversionRestricted Stock Units · Derivative | 4,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001669447-26-000006 · primarydocument.xml · derivative · entry 5 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,158 Underlying: Common Stock · 4,079 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. F3 · derivative.exercise_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. F3 · derivative.expiration_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 17:43 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 2,065 | $16.75 | $34,588.75 |
DisclosureSEC source: 0001669447-26-000006 · primarydocument.xml · nonDerivative · entry 4 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,791 Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 17:43 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 6,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001669447-26-000006 · primarydocument.xml · nonDerivative · entry 3 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,856 F2 · shares: Represents the vesting and settlement of Performance Share Units granted by the issuer on March 12, 2025, under Issuer's 2016 Omnibus Incentive Plan, as amended. F1 · price: Each restricted stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 17:43 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 1,544 | $16.75 | $25,862.00 |
DisclosureSEC source: 0001669447-26-000006 · primarydocument.xml · nonDerivative · entry 2 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,737 Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 17:43 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Exercise / conversionCommon Stock | 4,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001669447-26-000006 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,281 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. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 18:11 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantRestricted Stock Unit · Derivative | 8,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001669447-26-000004 · primarydocument.xml · derivative · entry 1 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,742 Underlying: Common Stock · 8,742 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:21 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Tax withholdingCommon Stock | 17,936 | $11.34 | $203,394.24 |
DisclosureSEC source: 0001213900-25-024690 · ownership.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,202 F1 · shares: The sales reported on this Form 4 represent shares of Common Stock required to be sold by the Reporting Person to cover tax withholding obligations on prior award agreements. F2 · price: The transaction was executed in multiple trades at prices ranging from $11.30 to $11.4348; the price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide full information regarding the number of shares and prices at which were effected upon request to the SEC staff. Read SEC document |
| March 12, 2025 Filed Mar 17, 2025 20:21 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | Exercise / conversionRestricted Stock Unit · Derivative | 12,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-024690 · ownership.xml · derivative · entry 2 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,237 Underlying: Common Stock · 12,237 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. F4 · derivative.expiration_date: The restricted stock units will vest in one-third increments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:01 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantRestricted Stock Unit · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002268 · primarydocument.xml · derivative · entry 1 FRATES JONATHAN · CIK 0001669447 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on March 6, 2025, 100% of which will vest on the third anniversary of the grant date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on March 6, 2025, 100% of which will vest on the third anniversary of the grant date. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 16:49 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 11,236 | $13.35 | $150,000.60 |
DisclosureSEC source: 0001562180-24-005086 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,138 F1 · shares: Shares of Restricted Stock granted June 12, 2024 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 16:37 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 10,831 | $13.85 | $150,009.35 |
DisclosureSEC source: 0001562180-23-005213 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,902 F1 · shares: Shares of Restricted Stock granted June 14, 2023 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 18:24 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 3,979 | $18.85 | $75,004.15 |
DisclosureSEC source: 0001562180-22-006092 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,071 F1 · shares: Shares of Restricted Stock granted August 11, 2022 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| July 01, 2021 Filed Jul 19, 2021 19:15 UTC Amendment | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 11,719 | $6.40 | $75,001.60 |
DisclosureSEC source: 0001562180-21-004999 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,092 F1 · shares: Shares of Restricted Stock granted July 1, 2021 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. F2 · shares: This amendment to the Form 4 originally filed on July 1, 2021 corrects the number of shares of restricted stock granted to the Reporting Person as well as the price of the securities acquired. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 18:04 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 12,235 | $6.13 | $75,000.55 |
DisclosureSEC source: 0001562180-21-004639 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,608 F1 · shares: Shares of Restricted Stock granted on June 29, 2021 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| May 13, 2021 Filed May 17, 2021 16:36 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017039 · form4.xml · derivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,853 Underlying: Common Stock · 1,034 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2022 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| May 14, 2020 Filed May 18, 2020 16:28 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 4,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016926 · form4.xml · derivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,819 Underlying: Common Stock · 4,819 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2021 annual meeting of stockholders (or, if earlier following a change of control). F3 · balance_after: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 17:28 UTC | HERC HOLDINGS INC HRI · Entity 3949 | GrantPhantom Stock · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026989 · form4.xml · derivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2020 annual meeting of stockholders (or, if earlier following a change of control). F2 · derivative.expiration_date: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs after the business day immediately preceding the date of the Issuer's 2020 annual meeting of stockholders (or, if earlier following a change of control). Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:03 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 18,611 | $8.06 | $150,004.66 |
DisclosureSEC source: 0001562180-19-003127 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,373 F1 · shares: Shares of Restricted Stock granted on May 23, 2019 which will vest on the earlier of the first anniversary of the grant date or the day immediately preceding the Company's next annual meeting of stockholders. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 17:18 UTC | SANDRIDGE ENERGY INC SD · Entity 2054 | GrantCommon Stock | 8,762 | $17.12 | $150,005.44 |
DisclosureSEC source: 0001562180-18-003349 · primarydocument.xml · nonDerivative · entry 1 FRATES JONATHAN · CIK 0001669447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,762 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.