Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Midstream Partners, LPWES · Entity 3258 | Director | March 11, 2026 | March 12, 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.
Western Midstream Partners, LP
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 5,296 |
Reported balance
After 2026-03-11 transaction · row 1
1 source rowRow 1 · 2026-03-11 · Purchase · Acquired 1,250 · Balance 5,296 |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 3,778 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 3,778 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Crestwood Equity Partners LP
Report date November 03, 2023 · Filed November 07, 2023
Section 16 reporting ended · disclosed 2023-11-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-03 · Grant · Acquired 116,204 · Balance 1,282,373 F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. Row 2 · 2023-11-03 · Disposition to issuer · Disposed 1,282,373 · Balance 0 F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F5: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer other than the Pre-2023 Issuer Restricted Units (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration, subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F6: Pursuant to the Merger Agreement, each eligible Issuer common unit issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger").
F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit.
F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F5: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer other than the Pre-2023 Issuer Restricted Units (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration, subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F6: Pursuant to the Merger Agreement, each eligible Issuer common unit issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
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 |
|---|---|---|---|---|---|---|
| January 08, 2018 Filed Jan 10, 2018 20:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003201 · doc4.xml · nonDerivative · entry 3 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,100 F3 · shares: Restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest on the third anniversary of the grant date. F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 20:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003201 · doc4.xml · nonDerivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,100 F2 · shares: Restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest at the rate of 33.33% on each anniversary of the grant date. F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| January 05, 2018 Filed Jan 10, 2018 20:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 10,272 | $26.10 | $268,099.20 |
DisclosureSEC source: 0001209191-18-003201 · doc4.xml · nonDerivative · entry 1 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,891 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 16:52 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantPhantom Units · Derivative | 789.6872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060003 · doc4.xml · derivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,837.8263 Underlying: Common Units · 789.6872 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit representing a limited partnership interest in CEQP. F3 · shares: Represents additional Phantom Units received by the Reporting Person pursuant to the terms of previously granted Distribution Equivalent Rights. Each Distribution Equivalent Right entitles the Reporting Person to additional Phantom Units with a value equal to the amount of distributions paid on each of CEQP's common units. On November 14, 2017, CEQP will pay a quarterly cash distribution to holders of its common units in an amount equal to $0.60 per common unit. Pursuant to the terms of the Distribution Equivalent Rights, the Reporting Person receives a number of additional Phantom Units in respect of each Distribution Equivalent Right with a value (based on the closing price of CEQP's common units on the record date ($24.35) equal to the per unit amount of the distribution. F4 · derivative.exercise_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. F4 · derivative.expiration_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 17:22 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantPhantom Units · Derivative | 745.3056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-048132 · doc4.xml · derivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,048.1391 Underlying: Common Units · 745.3056 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit representing a limited partnership interest in CEQP. F3 · shares: Represents additional Phantom Units received by the Reporting Person pursuant to the terms of previously granted Distribution Equivalent Rights. Each Distribution Equivalent Right entitles the Reporting Person to additional Phantom Units with a value equal to the amount of distributions paid on each of CEQP's common units. On August 14, 2017, CEQP will pay a quarterly cash distribution to holders of its common units in an amount equal to $0.60 per common unit. Pursuant to the terms of the Distribution Equivalent Rights, the Reporting Person receives a number of additional Phantom Units in respect of each Distribution Equivalent Right with a value (based on the closing price of CEQP's common units on the record date ($25.20) equal to the per unit amount of the distribution. F4 · derivative.exercise_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. F4 · derivative.expiration_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:41 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantPhantom Units · Derivative | 758.8566 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031320 · doc4.xml · derivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,302.8335 Underlying: Common Units · 758.8566 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit representing a limited partnership interest in CEQP. F3 · shares: Represents additional Phantom Units received by the Reporting Person pursuant to the terms of previously granted Distribution Equivalent Rights. Each Distribution Equivalent Right entitles the Reporting Person to additional Phantom Units with a value equal to the amount of distributions paid on each of CEQP's common units. On May 15, 2017, CEQP will pay a quarterly cash distribution to holders of its common units in an amount equal to $0.60 per common unit. Pursuant to the terms of the Distribution Equivalent Rights, the Reporting Person receives a number of additional Phantom Units in respect of each Distribution Equivalent Right with a value (based on the closing price of CEQP's common units on the record date ($24.15) equal to the per unit amount of the distribution. F4 · derivative.exercise_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. F4 · derivative.expiration_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. Read SEC document |
| February 26, 2017 Filed Feb 27, 2017 17:24 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 4,203 | $26.25 | $110,328.75 |
DisclosureSEC source: 0001209191-17-014900 · doc4.xml · nonDerivative · entry 1 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,163 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:48 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantPhantom Units · Derivative | 681.2783 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008888 · doc4.xml · derivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,543.9769 Underlying: Common Units · 681.2783 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit representing a limited partnership interest in CEQP. F3 · shares: Represents additional Phantom Units received by the Reporting Person pursuant to the terms of previously granted Distribution Equivalent Rights. Each Distribution Equivalent Right entitles the Reporting Person to additional Phantom Units with a value equal to the amount of distributions paid on each of CEQP's common units. On February 14, 2017, CEQP will pay a quarterly cash distribution to holders of its common units in an amount equal to $0.60 per common unit. Pursuant to the terms of the Distribution Equivalent Rights, the Reporting Person receives a number of additional Phantom Units in respect of each Distribution Equivalent Right with a value (based on the closing price of CEQP's common units on the record date ($26.30) equal to the per unit amount of the distribution. F4 · derivative.exercise_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. F4 · derivative.expiration_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 19:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 731 | $26.30 | $19,225.30 |
DisclosureSEC source: 0001209191-17-004321 · doc4.xml · nonDerivative · entry 3 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,366 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 19:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 3,597 | $26.30 | $94,601.10 |
DisclosureSEC source: 0001209191-17-004321 · doc4.xml · nonDerivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,097 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 19:04 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 10,492 | $26.30 | $275,939.60 |
DisclosureSEC source: 0001209191-17-004321 · doc4.xml · nonDerivative · entry 1 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,694 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 17:49 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 76,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002750 · doc4.xml · nonDerivative · entry 1 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,186 F1 · shares: Restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plan, as amended. The restricted units vest at the rate of 33.33% on each anniversary of the grant date. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 16:11 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantPhantom Units · Derivative | 874.0302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149047 · doc4.xml · derivative · entry 2 PHILLIPS ROBERT G · CIK 0000901496 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,862.6986 Underlying: Common Units · 874.0302 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit representing a limited partnership interest in CEQP. F3 · shares: Represents additional Phantom Units received by the Reporting Person pursuant to the terms of previously granted Distribution Equivalent Rights. Each Distribution Equivalent Right entitles the Reporting Person to additional Phantom Units with a value equal to the amount of distributions paid on each of CEQP's common units. On November 14, 2016, CEQP will pay a quarterly cash distribution to holders of its common units in an amount equal to $0.60 per common unit. Pursuant to the terms of the Distribution Equivalent Rights, the Reporting Person receives a number of additional Phantom Units in respect of each Distribution Equivalent Right with a value (based on the closing price of CEQP's common units on the record date ($19.90) equal to the per unit amount of the distribution. F4 · derivative.exercise_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. F4 · derivative.expiration_date: The forfeiture restrictions on the phantom units shall lapse, and the phantom units shall vest and convert to an equal number of common units on the third (3rd) anniversary of the grant date. 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.