Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Midstream Partners, LPWES · Entity 3258 | SVP & Chief Accounting Officer | February 12, 2026 | February 13, 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 February 12, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 115,036 |
Ending reported balance
After 2026-02-12 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-02-12 · Exercise / conversion · Acquired 7,018 · Balance 83,733 Row 2 · 2026-02-12 · Tax withholding · Disposed 2,762 · Balance 80,971 Row 3 · 2026-02-12 · Exercise / conversion · Acquired 11,952 · Balance 92,923 Row 4 · 2026-02-12 · Tax withholding · Disposed 4,704 · Balance 88,219 Row 5 · 2026-02-12 · Exercise / conversion · Acquired 8,008 · Balance 96,227 Row 6 · 2026-02-12 · Tax withholding · Disposed 3,152 · Balance 93,075 Row 7 · 2026-02-12 · Exercise / conversion · Acquired 16,421 · Balance 109,496 Row 8 · 2026-02-12 · Tax withholding · Disposed 6,462 · Balance 103,034 Row 9 · 2026-02-12 · Exercise / conversion · Acquired 19,916 · Balance 122,950 Row 10 · 2026-02-12 · Tax withholding · Disposed 7,914 · Balance 115,036 |
| 2023 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-02-12 · Exercise / conversion · Disposed 7,018 · Balance 0 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. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2023 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-02-12 · Exercise / conversion · Disposed 16,421 · Balance 0 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2023 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-02-12 · Exercise / conversion · Disposed 19,916 · Balance 0 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 11,951 |
Reported balance
After 2026-02-12 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-02-12 · Exercise / conversion · Disposed 11,952 · Balance 11,951 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. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2025 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2028-02-12 | Direct | 16,013 |
Reported balance
After 2026-02-12 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-02-12 · Exercise / conversion · Disposed 8,008 · Balance 16,013 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. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2026 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 23,613 |
Reported balance
After 2026-02-12 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2026-02-12 · Grant · Acquired 23,613 · Balance 23,613 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. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2026 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 11,806 |
Reported balance
After 2026-02-12 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2026-02-12 · Grant · Acquired 11,806 · Balance 11,806 F4: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit (or cash equivalent) based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2026 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2029-02-12 | Direct | 11,806 |
Reported balance
After 2026-02-12 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2026-02-12 · Grant · Acquired 11,806 · Balance 11,806 F4: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit (or cash equivalent) based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 17,928 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 17,928 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 17,928 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 17,928 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2025 Performance Unit-TURSEC Table II · derivative / convertible security · Expires 2028-02-12 | Direct | 12,011 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 12,011 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2025 Performance Unit-ROASEC Table II · derivative / convertible security · Expires 2028-02-12 | Direct | 12,011 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 12,011 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
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.
F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis.
F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period.
F4: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit (or cash equivalent) based upon the achievement of pre-established performance metrics over a 3-year performance period.
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 12, 2021 Filed Feb 19, 2021 02:03 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 4,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-007249 · doc4.xml · nonDerivative · entry 3 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,777 Read SEC document |
| February 12, 2021 Filed Feb 19, 2021 02:03 UTC | Western Midstream Partners, LP WES · Entity 3258 | Disposition to issuerCommon Units representing limited partner interests | 122 | $16.52 | $2,015.44 |
DisclosureSEC source: 0000899243-21-007249 · doc4.xml · nonDerivative · entry 2 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,095 Read SEC document |
| February 12, 2021 Filed Feb 19, 2021 02:03 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-007249 · doc4.xml · nonDerivative · entry 1 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 20:22 UTC | Western Midstream Partners, LP WES · Entity 3258 | Disposition to issuerCommon Units representing limited partner interests | 146 | $11.30 | $1,649.80 |
DisclosureSEC source: 0001127602-20-029218 · form4.xml · nonDerivative · entry 2 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 20:22 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029218 · form4.xml · nonDerivative · entry 1 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,954 Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:59 UTC | Western Midstream Partners, LP WES · Entity 3258 | Disposition to issuerCommon Units representing limited partner interests | 167 | $9.88 | $1,649.96 |
DisclosureSEC source: 0001127602-20-023723 · form4.xml · nonDerivative · entry 2 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353 Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 20:59 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023723 · form4.xml · nonDerivative · entry 1 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,520 Read SEC document |
| May 14, 2020 Filed May 18, 2020 22:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Disposition to issuerCommon Units representing limited partner interests | 235 | $7.03 | $1,652.05 |
DisclosureSEC source: 0001127602-20-017019 · form4.xml · nonDerivative · entry 2 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Read SEC document |
| May 14, 2020 Filed May 18, 2020 22:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017019 · form4.xml · nonDerivative · entry 1 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 F1 · price: Represents an issuance of WES Common Units pursuant to distribution equivalent rights (DERs) existing under the terms of unvested phantom and performance unit awards, which provide for DERs to be paid in the form of WES Common Units. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:20 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantPhantom Units · Derivative | 14,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005634 · form4.xml · derivative · entry 2 Green Catherine A. · CIK 0001791874 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,046 Underlying: Common Units representing limited partner interests · 14,046 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit F2 · derivative.exercise_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. F2 · derivative.expiration_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. 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.