Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hess Midstream LPHESM · Entity 3624 | President and COO | March 08, 2026 | March 10, 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.
Hess Midstream LP
Report date March 08, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 3,352 |
Ending reported balance
After 2026-03-08 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-03-08 · Exercise / conversion · Acquired 1,327 · Balance 2,127 F1: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. Row 2 · 2026-03-08 · Tax withholding · Disposed 344 · Balance 1,783 F2: Shares withheld to cover required tax obligations upon settlement of phantom shares. Row 3 · 2026-03-08 · Exercise / conversion · Acquired 1,189 · Balance 2,972 F1: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. Row 4 · 2026-03-08 · Tax withholding · Disposed 308 · Balance 2,664 F2: Shares withheld to cover required tax obligations upon settlement of phantom shares. Row 5 · 2026-03-08 · Exercise / conversion · Acquired 929 · Balance 3,593 F1: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. Row 6 · 2026-03-08 · Tax withholding · Disposed 241 · Balance 3,352 F2: Shares withheld to cover required tax obligations upon settlement of phantom shares. |
| 2023 Phantom SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-08 · Exercise / conversion · Disposed 1,327 · Balance 0 F3: The 2023 phantom shares vested on March 8, 2026. |
| 2024 Phantom SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,189 |
Reported balance
After 2026-03-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-08 · Exercise / conversion · Disposed 1,189 · Balance 1,189 F4: The remaining 2024 phantom shares will vest on March 8, 2027 and have no expiration date. |
| 2025 Phantom SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,860 |
Reported balance
After 2026-03-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-08 · Exercise / conversion · Disposed 929 · Balance 1,860 F5: The remaining 2025 phantom shares vest ratably on March 8, 2027 and March 8, 2028 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan.
F2: Shares withheld to cover required tax obligations upon settlement of phantom shares.
F3: The 2023 phantom shares vested on March 8, 2026.
F4: The remaining 2024 phantom shares will vest on March 8, 2027 and have no expiration date.
F5: The remaining 2025 phantom shares vest ratably on March 8, 2027 and March 8, 2028 and have no expiration 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 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversion2025 Phantom Shares · Derivative | 929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · derivative · entry 9 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,860 Underlying: Class A Shares · 929 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. F5 · derivative.exercise_date: The remaining 2025 phantom shares vest ratably on March 8, 2027 and March 8, 2028 and have no expiration date. F5 · derivative.expiration_date: The remaining 2025 phantom shares vest ratably on March 8, 2027 and March 8, 2028 and have no expiration date. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversion2024 Phantom Shares · Derivative | 1,189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · derivative · entry 8 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,189 Underlying: Class A Shares · 1,189 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. F4 · derivative.exercise_date: The remaining 2024 phantom shares will vest on March 8, 2027 and have no expiration date. F4 · derivative.expiration_date: The remaining 2024 phantom shares will vest on March 8, 2027 and have no expiration date. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversion2023 Phantom Shares · Derivative | 1,327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · derivative · entry 7 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Shares · 1,327 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_date: The 2023 phantom shares vested on March 8, 2026. F3 · derivative.expiration_date: The 2023 phantom shares vested on March 8, 2026. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Tax withholdingClass A Shares | 241 | $38.92 | $9,379.72 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 6 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,352 F2 · kind: Shares withheld to cover required tax obligations upon settlement of phantom shares. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversionClass A Shares | 929 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 5 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,593 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 · kind: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Tax withholdingClass A Shares | 308 | $38.92 | $11,987.36 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 4 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,664 F2 · kind: Shares withheld to cover required tax obligations upon settlement of phantom shares. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversionClass A Shares | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 3 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,972 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 · kind: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Tax withholdingClass A Shares | 344 | $38.92 | $13,388.48 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 2 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 F2 · kind: Shares withheld to cover required tax obligations upon settlement of phantom shares. Read SEC document |
| March 08, 2026 Filed Mar 10, 2026 22:00 UTC | Hess Midstream LP HESM · Entity 3624 | Exercise / conversionClass A Shares | 1,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-100553 · ownership.xml · nonDerivative · entry 1 Bast Michael Scott · CIK 0002084199 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,127 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 · kind: Class A shares acquired upon settlement of phantom shares granted under Hess Midstream's 2017 Long Term Incentive Plan. 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.