Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EnLink Midstream, LLCENLC · Entity 11729 | Director | October 15, 2024 | October 24, 2024 |
| ONEOK INC /NEW/OKE · Entity 3002 | See Remarks | September 23, 2026 | September 24, 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.
EnLink Midstream, LLC
Report date October 15, 2024 · Filed October 24, 2024
This filing explicitly reported no securities owned.
ONEOK INC /NEW/
Report date September 23, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 173,049.0571 |
Ending reported balance
After 2026-09-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-23 · Exercise / conversion · Acquired 7,238 · Balance 176,223.0571 F1: Restricted units awarded under the Issuer's Equity Incentive Plan on 9/23/25. Twenty percent of the award vested on 9/23/2026. During the vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The award and credited dividend equivalents were payable in one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. Row 2 · 2026-09-23 · Tax withholding · Disposed 3,174 · Balance 173,049.0571 |
| RSU 2025-SSEC Table II · derivative / convertible security | Direct | 27,547 |
Reported balance
After 2026-09-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-23 · Exercise / conversion · Disposed 7,238 · Balance 27,547 F1: Restricted units awarded under the Issuer's Equity Incentive Plan on 9/23/25. Twenty percent of the award vested on 9/23/2026. During the vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The award and credited dividend equivalents were payable in one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents. |
| Common Stock, par value $0.01SEC Table I · non-derivative | IndirectHulse 2006 Rev Trust | 25,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted units awarded under the Issuer's Equity Incentive Plan on 9/23/25. Twenty percent of the award vested on 9/23/2026. During the vesting period, the award was credited with dividend equivalents that were paid out in shares of common stock at the time the underlying units vested and were issued. The award and credited dividend equivalents were payable in one share of the Issuer's common stock for each vested restricted unit, including additional restricted units resulting from dividend equivalents.
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 18, 2018 Filed Feb 21, 2018 23:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionPSU 2015 · Derivative | 14,913.6302 | $57.15 | $852,313.97 |
DisclosureSEC source: 0001634099-18-000002 · edgardoc.xml · derivative · entry 6 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $.0.01 · 14,913.6302 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: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award, including dividend equivalents, vested on February 18, 2018, at the 200th percentile for the Issuer's total stockholder return compared to total stockholder return of a selected peer group, resulting in the reported shares being issued to the reporting person. One share of the Issuer's common stock is paid out for each vested performance unit. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 13,229 | $57.15 | $756,037.35 |
DisclosureSEC source: 0001634099-18-000002 · edgardoc.xml · nonDerivative · entry 4 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,628.8857 Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 29,827.2606 | $57.15 | $1,704,627.94 |
DisclosureSEC source: 0001634099-18-000002 · edgardoc.xml · nonDerivative · entry 3 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,857.8857 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. Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Tax withholdingCommon Stock, par value $.0.01 | 1,709 | $57.15 | $97,669.35 |
DisclosureSEC source: 0001634099-18-000002 · edgardoc.xml · nonDerivative · entry 2 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,030.6251 Read SEC document |
| February 18, 2018 Filed Feb 21, 2018 23:10 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | Exercise / conversionCommon Stock, par value $.0.01 | 3,739.6251 | $57.15 | $213,719.57 |
DisclosureSEC source: 0001634099-18-000002 · edgardoc.xml · nonDerivative · entry 1 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,739.6251 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. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:05 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantRSU 2017 · Derivative | 2,800 | $53.52 | $149,856.00 |
DisclosureSEC source: 0001634099-17-000002 · edgardoc.xml · derivative · entry 2 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock, par value $.0.01 · 2,800 shares Expires not disclosed F2 · derivative.exercise_price: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. F2 · derivative.exercise_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. F2 · derivative.expiration_date: Restricted units awarded under the Issuer's Long Term Incentive Plan. The award vests on February 22, 2020. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested restricted unit and dividend equivalent. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:05 UTC | ONEOK INC /NEW/ OKE · Entity 3002 | GrantPSU 2017 · Derivative | 11,200 | $53.52 | $599,424.00 |
DisclosureSEC source: 0001634099-17-000002 · edgardoc.xml · derivative · entry 1 HULSE WALTER S III · CIK 0001634099 · EVP STRATEGIC PLNG & CORP DEV 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 Underlying: Common Stock, par value $.0.01 · 11,200 shares Expires not disclosed F1 · derivative.exercise_price: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. F1 · derivative.exercise_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. F1 · derivative.expiration_date: Performance units awarded under the Issuer's Equity Compensation Plan. The award will vest on February 22, 2020, for a percentage (0% to 200%) of the performance units awarded based upon the Issuer's total shareholder return compared to total shareholder return of a selected peer group. During the 3-year vesting period, the award will be credited with dividend equivalents that will be paid out in shares of common stock at the time the underlying units vest and shares are issued. The award and credited dividend equivalents will be payable one share of the Issuer's common stock for each vested performance unit and dividend equivalent. 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.