Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Midstream Partners, LPWES · Entity 3258 | SVP & Chief Financial 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 | 143,752 |
Ending reported balance
After 2026-02-12 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-02-12 · Exercise / conversion · Acquired 10,819 · Balance 98,948 Row 2 · 2026-02-12 · Tax withholding · Disposed 4,258 · Balance 94,690 Row 3 · 2026-02-12 · Exercise / conversion · Acquired 14,940 · Balance 109,630 Row 4 · 2026-02-12 · Tax withholding · Disposed 5,879 · Balance 103,751 Row 5 · 2026-02-12 · Exercise / conversion · Acquired 10,009 · Balance 113,760 Row 6 · 2026-02-12 · Tax withholding · Disposed 3,939 · Balance 109,821 Row 7 · 2026-02-12 · Exercise / conversion · Acquired 25,316 · Balance 135,137 Row 8 · 2026-02-12 · Tax withholding · Disposed 9,962 · Balance 125,175 Row 9 · 2026-02-12 · Exercise / conversion · Acquired 30,704 · Balance 155,879 Row 10 · 2026-02-12 · Tax withholding · Disposed 12,127 · Balance 143,752 |
| 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 10,819 · 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 25,316 · 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 30,704 · 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 | 14,939 |
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 14,940 · Balance 14,939 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 | 20,017 |
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 10,009 · Balance 20,017 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 | 35,419 |
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 35,419 · Balance 35,419 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 | 17,710 |
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 17,710 · Balance 17,710 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 | 17,710 |
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 17,710 · Balance 17,710 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 | 22,409 |
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 22,409 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 | 22,409 |
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 22,409 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 | 15,013 |
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 15,013 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 | 15,013 |
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 15,013 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 14, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2023 Phantom Units · Derivative | 32,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · derivative · entry 10 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,456 Underlying: Common Units representing limited partner interests · 32,456 shares Expires 2026-02-12 F1 · derivative.exercise_price: 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 · derivative.exercise_date: 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. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2022 Phantom Units · Derivative | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · derivative · entry 9 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,022 Underlying: Common Units representing limited partner interests · 15,511 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: 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Phantom Units · Derivative | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · derivative · entry 8 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 Underlying: Common Units representing limited partner interests · 3,125 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: 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2020 Phantom Units · Derivative | 4,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · derivative · entry 7 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 4,610 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: 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 3,777 | $28.26 | $106,738.02 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 6 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,229 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 5 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,006 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 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 761 | $28.26 | $21,505.86 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 4 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,495 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 3 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,256 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 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 1,123 | $28.26 | $31,735.98 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 2 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,131 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:28 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 4,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000007 · wf-form4_167642087158215.xml · nonDerivative · entry 1 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,254 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 |
| May 02, 2022 Filed May 4, 2022 21:20 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2022 Performance Unit - ROA · Derivative | 10,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013233 · form4.xml · derivative · entry 3 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,838 Underlying: Common units representing limited partner interests · 10,838 shares Expires 2025-02-12 F3 · derivative.exercise_price: 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. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:20 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2022 Performance Unit - TUR · Derivative | 10,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013233 · form4.xml · derivative · entry 2 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,838 Underlying: Common units representing limited partner interests · 10,838 shares Expires 2025-02-12 F3 · derivative.exercise_price: 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. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:20 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantPhantom Units · Derivative | 21,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013233 · form4.xml · derivative · entry 1 Shults Kristen S. · CIK 0001925496 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,676 Underlying: Common units representing limited partner interests · 21,676 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, 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 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. 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.