Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPAND ENERGY CorpEXE · Entity 3213 | EVP - GENERAL COUNSEL | March 15, 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.
EXPAND ENERGY Corp
Report date March 15, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,031 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Grant · Acquired 5,693 · Balance 59,851 F1: Each restricted stock unit represents a contingent right to receive one share of Expand common stock. Row 2 · 2026-03-15 · Tax withholding · Disposed 820 · Balance 59,031 F2: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock unit award. F3: Represents the weighted average volume price, or "VWAP," over the 30 trading days ending on Friday, March 13, 2026. |
| Performance Share UnitSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 6,641 |
Reported balance
After 2026-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-15 · Grant · Acquired 6,641 · Balance 6,641 F4: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. |
| Performance Share UnitSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 6,641 |
Reported balance
After 2026-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-15 · Grant · Acquired 6,641 · Balance 6,641 F5: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Expand common stock.
F2: These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock unit award.
F3: Represents the weighted average volume price, or "VWAP," over the 30 trading days ending on Friday, March 13, 2026.
F4: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period.
F5: Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SOUTHWESTERN ENERGY CO
Report date October 01, 2024 · Filed October 01, 2024
Section 16 reporting ended · disclosed 2024-10-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-10-01 · Gift · Disposed 14,064 · Balance 107,556 F1: This transaction involved the reporting person's gift of 14,064 shares of common stock. Row 2 · 2024-10-01 · Exercise / conversion · Acquired 65,250 · Balance 172,806 Row 3 · 2024-10-01 · Tax withholding · Disposed 25,677 · Balance 147,129 F2: Represents net share settlement of common stock award to satisfy withholding taxes. Row 4 · 2024-10-01 · Disposition to issuer · Disposed 147,129 · Balance 0 F3: In connection with acquisition of Southwestern Energy Company (the "Issuer") by Expand Energy Corporation (formerly known as, Chesapeake Energy Corporation) ("Expand") on October 1, 2024 (the "Closing") the reported shares of Issuer common stock were converted into the right to receive 0.0867 (the "Exchange Ratio") of a share of Expand common stock, with cash in lieu of fractional shares. The closing price per share of Issuer common stock on the Nasdaq Global Select Market on September 30, 2024, the day prior to the Closing was $7.11. |
| Restricted Stock Units [2022]SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-10-01 · Exercise / conversion · Disposed 26,100 · Balance 0 F4: Each restricted stock unit ("Issuer RSU") or performance stock unit ("Issuer PSUs") represents a contingent right to receive a share of Issuer common stock upon vesting. F5: The reported securities represent shares of Expand common stock received in connection with Closing upon accelerated vesting of the Issuer RSUs, Issuer PSUs. |
| Performance Stock Units [2022]SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-10-01 · Exercise / conversion · Disposed 39,150 · Balance 0 F4: Each restricted stock unit ("Issuer RSU") or performance stock unit ("Issuer PSUs") represents a contingent right to receive a share of Issuer common stock upon vesting. F5: The reported securities represent shares of Expand common stock received in connection with Closing upon accelerated vesting of the Issuer RSUs, Issuer PSUs. |
| Restricted Stock Units [2023& 2024]SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-10-01 · Disposition to issuer · Disposed 318,314 · Balance 0 F4: Each restricted stock unit ("Issuer RSU") or performance stock unit ("Issuer PSUs") represents a contingent right to receive a share of Issuer common stock upon vesting. F6: Upon Closing, the reported Issuer RSUs converted into restricted stock units that represent a contingent right to receive Expand common stock ("Expand RSUs") in an amount equal to the Exchange Ratio multiplied by the total number of shares of Issuer common stock subject to such Issuer RSU award, together with accrued dividend equivalent payments. Such Expand RSUs were granted subject to vesting conditions and settlement terms as applied under the applicable award agreements with respect to the corresponding Issuer RSUs. |
| Performance Stock Units [2023]SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-10-01 · Disposition to issuer · Disposed 94,456 · Balance 0 F4: Each restricted stock unit ("Issuer RSU") or performance stock unit ("Issuer PSUs") represents a contingent right to receive a share of Issuer common stock upon vesting. F7: Upon Closing, the reported Issuer PSUs converted into Expand RSUs in an amount equal to the Exchange Ratio multiplied by the total number of shares of Issuer common stock subject to such Issuer PSU award, together with accrued dividend equivalent payments. Such Expand RSUs were granted subject to vesting conditions and settlement terms as applied under the applicable award agreements with respect to the corresponding Issuer PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved the reporting person's gift of 14,064 shares of common stock.
F2: Represents net share settlement of common stock award to satisfy withholding taxes.
F3: In connection with acquisition of Southwestern Energy Company (the "Issuer") by Expand Energy Corporation (formerly known as, Chesapeake Energy Corporation) ("Expand") on October 1, 2024 (the "Closing") the reported shares of Issuer common stock were converted into the right to receive 0.0867 (the "Exchange Ratio") of a share of Expand common stock, with cash in lieu of fractional shares. The closing price per share of Issuer common stock on the Nasdaq Global Select Market on September 30, 2024, the day prior to the Closing was $7.11.
F4: Each restricted stock unit ("Issuer RSU") or performance stock unit ("Issuer PSUs") represents a contingent right to receive a share of Issuer common stock upon vesting.
F5: The reported securities represent shares of Expand common stock received in connection with Closing upon accelerated vesting of the Issuer RSUs, Issuer PSUs.
F6: Upon Closing, the reported Issuer RSUs converted into restricted stock units that represent a contingent right to receive Expand common stock ("Expand RSUs") in an amount equal to the Exchange Ratio multiplied by the total number of shares of Issuer common stock subject to such Issuer RSU award, together with accrued dividend equivalent payments. Such Expand RSUs were granted subject to vesting conditions and settlement terms as applied under the applicable award agreements with respect to the corresponding Issuer RSUs.
F7: Upon Closing, the reported Issuer PSUs converted into Expand RSUs in an amount equal to the Exchange Ratio multiplied by the total number of shares of Issuer common stock subject to such Issuer PSU award, together with accrued dividend equivalent payments. Such Expand RSUs were granted subject to vesting conditions and settlement terms as applied under the applicable award agreements with respect to the corresponding Issuer PSUs.
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 |
|---|---|---|---|---|---|---|
| February 27, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Exercise / conversionRestricted Stock Unit · Derivative | 9,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · derivative · entry 7 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,015 Underlying: Common Stock · 9,015 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SWN common stock or an amount in cash equal to the Fair Market Value of one share of SWN common stock. F5 · derivative.exercise_date: On February 27, 2018, the reporting person was granted RSUs, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. F5 · derivative.expiration_date: On February 27, 2018, the reporting person was granted RSUs, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Tax withholdingCommon Stock | 2,196 | $4.05 | $8,893.80 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · nonDerivative · entry 4 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,064 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Exercise / conversionCommon Stock | 9,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · nonDerivative · entry 3 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,260 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") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on February 26, 2021 and February 27, 2021 were settled in common stock based on the closing price of SWN common stock on the vesting date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Exercise / conversionRestricted Stock Unit · Derivative | 10,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · derivative · entry 6 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,835 Underlying: Common Stock · 10,418 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SWN common stock or an amount in cash equal to the Fair Market Value of one share of SWN common stock. F4 · derivative.exercise_date: On February 26, 2019, the reporting person was granted restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with the required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. F4 · derivative.expiration_date: On February 26, 2019, the reporting person was granted restricted stock units, vesting in four equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with the required years of service, or a change in control. Vesting RSUs will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Tax withholdingCommon Stock | 2,537 | $4.05 | $10,274.85 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · nonDerivative · entry 2 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,245 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Exercise / conversionCommon Stock | 10,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · nonDerivative · entry 1 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,782 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") has the economic equivalent of one share of Southwestern Energy Company ("SWN") common stock. The RSUs vesting on February 26, 2021 and February 27, 2021 were settled in common stock based on the closing price of SWN common stock on the vesting date. Read SEC document |
| February 23, 2021 Filed Mar 2, 2021 20:05 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | GrantRestricted Stock Unit · Derivative | 57,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008936 · form4.xml · derivative · entry 5 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,260 Underlying: Common Stock · 57,260 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of SWN common stock or an amount in cash equal to the Fair Market Value of one share of SWN common stock. F3 · derivative.exercise_date: On February 23, 2021, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting units will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. F3 · derivative.expiration_date: On February 23, 2021, the reporting person was granted restricted stock units, vesting in three equal installments beginning on the first anniversary of the grant date, or immediately upon death, disability, retirement at age 65 with required years of service, or a change in control. Vesting units will be settled in shares of SWN common stock, cash, or a combination of shares of SWN common stock and cash. Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 16:51 UTC | SOUTHWESTERN ENERGY CO SWN · Entity 87196 | Tax withholdingCommon Stock | 999 | $4.27 | $4,265.73 |
DisclosureSEC source: 0001127602-21-007348 · form4.xml · nonDerivative · entry 1 Lacy Christopher W · CIK 0001815099 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,364 F1 · kind: Represents net share settlement of common stock award to satisfy withholding taxes. 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.