Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfraREIT, Inc.HIFR · Entity 157497 | SVP & General Counsel | November 07, 2016 | November 16, 2016 |
| Vistra Corp.VST · Entity 42 | EVP & Chief Strategy Officer | March 05, 2026 | March 10, 2026 |
| WILLIAMS COMPANIES, INC.WMB · Entity 175 | Director | April 29, 2025 | May 01, 2025 |
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.
InfraREIT, Inc.
Report date November 07, 2016 · Filed November 16, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially owned.SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2016-11-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Vistra Corp.
Report date March 05, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,183 |
Ending reported balance
After 2026-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-05 · Grant · Acquired 12,855 · Balance 188,369 F1: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of the Board of Directors on February 18, 2026. Row 2 · 2026-03-05 · Tax withholding · Disposed 4,186 · Balance 184,183 F2: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of the Board of Directors on February 18, 2026.
F2: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.
WILLIAMS COMPANIES, INC.
Report date April 29, 2025 · Filed May 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,940 |
Reported balance
After 2025-04-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-29 · Grant · Acquired 3,100 · Balance 32,940 F1: Includes dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. Such dividend equivalents are reinvested until distribution at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. Such dividend equivalents are reinvested until distribution at retirement.
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 05, 2026 Filed Mar 10, 2026 01:47 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 4,186 | $167.40 | $700,736.40 |
DisclosureSEC source: 0001690128-26-000004 · wk-form4_1773107270.xml · nonDerivative · entry 2 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,183 F2 · shares: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 01:47 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 12,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001690128-26-000004 · wk-form4_1773107270.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,369 F1 · shares: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of the Board of Directors on February 18, 2026. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 01:52 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 7,215 | $171.62 | $1,238,238.30 |
DisclosureSEC source: 0001690128-26-000002 · wk-form4_1772157173.xml · nonDerivative · entry 3 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,514 F3 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 01:52 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 52,057 | $171.62 | $8,934,022.34 |
DisclosureSEC source: 0001690128-26-000002 · wk-form4_1772157173.xml · nonDerivative · entry 2 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,729 F2 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of performance-based restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable performance-based restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 01:52 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 134,444 | $171.62 | $23,073,279.28 |
DisclosureSEC source: 0001690128-26-000002 · wk-form4_1772157173.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,786 F1 · kind: Represents performance-based restricted stock units for which the applicable performance criteria for the three-year period ended December 31, 2025 was certified by the Issuer's Social Responsibility and Compensation Committee of the Board of Directors as of February 18, 2026. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 21:47 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 5,304 | $190.46 | $1,010,199.84 |
DisclosureSEC source: 0001692819-25-000087 · wk-form4_1756244817.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,342 F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| April 29, 2025 Filed May 1, 2025 19:16 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 3,100 | $59.67 | $184,977.00 |
DisclosureSEC source: 0000107263-25-000089 · wk-form4_1746126996.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,940 F1 · balance_after: Includes dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. Such dividend equivalents are reinvested until distribution at retirement. Read SEC document |
| March 05, 2025 Filed Mar 8, 2025 01:53 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 2,377 | $126.87 | $301,569.99 |
DisclosureSEC source: 0001692819-25-000024 · wk-form4_1741398782.xml · nonDerivative · entry 2 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,646 F2 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| March 05, 2025 Filed Mar 8, 2025 01:53 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 13,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001692819-25-000024 · wk-form4_1741398782.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,023 F1 · kind: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of the Board of Directors on February 20, 2025. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:27 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 6,193 | $142.76 | $884,112.68 |
DisclosureSEC source: 0001692819-25-000008 · wk-form4_1740619635.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,237 F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 16:05 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 5,304 | $85.77 | $454,924.08 |
DisclosureSEC source: 0001692819-24-000065 · wk-form4_1724774740.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,430 F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| April 30, 2024 Filed May 2, 2024 17:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 4,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000107263-24-000048 · wk-form4_1714669332.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,892 Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:15 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 18,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001692819-24-000021 · wk-form4_1709860529.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,734 F1 · kind: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of the Board of Directors on February 21, 2024. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 02:19 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 4,537 | $48.62 | $220,588.94 |
DisclosureSEC source: 0001692819-24-000003 · wk-form4_1709000362.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,617 F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 20:54 UTC | Vistra Corp. VST · Entity 42 | Tax withholdingCommon Stock | 3,282 | $30.33 | $99,543.06 |
DisclosureSEC source: 0001209191-23-047363 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,154 F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:27 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 5,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025898 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,069 Read SEC document |
| March 08, 2023 Filed Mar 11, 2023 01:31 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018033 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,436 F1 · kind: In connection with the annual grant of equity awards, the grant of the reported restricted stock units to the Reporting Person was approved by Issuer's Social Responsibility and Compensation Committee of Board of Directors on February 23, 2023. The transaction date reflects the date on which the awards became effective in the Issuer's third-party vendor's system. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 23:08 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 40,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048190 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · EVP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,436 F1 · date: The transaction date for the initial grant of equity awards to the Reporting Person reflects the date on which the awards became effective in the Issuer's third-party vendor's system. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 17:06 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 5,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025928 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,222 Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 15:26 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 6,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028895 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,121 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 16:54 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 3,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007082 · doc4.xml · nonDerivative · entry 1 Dore Stacey H · CIK 0001690128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,229 F1 · deemedExecutionDate: Amount reflects shares that would be acquired under Williams current equity plan and that will vest upon retirement from the Board. 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.