TapewireFind a company

person · Reporting owner

SCHULTE DAVID J

Disclosed activity across 2 companies

Tapewire entity
66550
SEC CIK
0001107140

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CorEnergy Infrastructure Trust, Inc.CORR · Entity 92989Director · Chief Executive OfficerFebruary 12, 2024March 15, 2024
Western Midstream Partners, LPWES · Entity 3258DirectorFebruary 12, 2026February 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.

CorEnergy Infrastructure Trust, Inc.

Report date February 12, 2024 · Filed March 15, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Corporation381,437 Reported balance After 2024-02-12 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2024-02-12 · Conversion · Acquired 109,558 · Balance 381,437

F1: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F2: A corporation controlled by the reporting person.

Common StockSEC Table I · non-derivativeIndirectBy Trust483,355 Reported balance After 2024-02-12 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2024-02-12 · Conversion · Acquired 138,830 · Balance 483,355

F1: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F3: A trust in which the reporting person serves as trustee.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-03-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2024-03-15 · Disposition to issuer · Disposed 78,866 · Balance 0

F4: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Corporation0 Reported balance After 2024-02-14 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2024-02-14 · Conversion · Disposed 161,114 · Balance 0

F1: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F2: A corporation controlled by the reporting person.

Class B Common StockSEC Table II · derivative / convertible securityIndirectBy Trust0 Reported balance After 2024-02-14 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2024-02-14 · Conversion · Disposed 204,162 · Balance 0

F1: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F3: A trust in which the reporting person serves as trustee.

Common StockSEC Table I · non-derivativeDirect54,768 Reported balance Holding disclosure · report date 2024-02-12 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 54,768

Common StockSEC Table I · non-derivativeIndirectBy Spouse as custodian of children's accounts2,570 Reported balance Holding disclosure · report date 2024-02-12 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 2,570

Filing footnotes · ownership attribution and instrument terms

F1: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F2: A corporation controlled by the reporting person.

F3: A trust in which the reporting person serves as trustee.

F4: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

Western Midstream Partners, LP

Report date February 12, 2026 · Filed February 13, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Units representing limited partner interestsSEC Table I · non-derivativeDirect40,072 Reported balance After 2026-02-12 transaction · row 1
1 source row

Row 1 · 2026-02-12 · Exercise / conversion · Acquired 3,843 · Balance 40,072

Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12Direct3,778 Reported balance After 2026-02-12 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-02-12 · Grant · Acquired 3,778 · Balance 3,778

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.

Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-02-12Direct0 Reported balance After 2026-02-12 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-02-12 · Exercise / conversion · Disposed 3,843 · 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.

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.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 12, 2026 Filed Feb 13, 2026 17:26 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 3,843 $0.00 $0.00
Disclosure

SEC source: 0001423902-26-000017 · wk-form4_1771021572.xml · derivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units representing limited partner interests · 3,843 shares

Expires 2026-02-12

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.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 17:26 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 3,778 $0.00 $0.00
Disclosure

SEC source: 0001423902-26-000017 · wk-form4_1771021572.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,778

Underlying: Common Units representing limited partner interests · 3,778 shares

Expires 2027-02-12

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.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 17:26 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon Units representing limited partner interests 3,843 $0.00 $0.00
Disclosure

SEC source: 0001423902-26-000017 · wk-form4_1771021572.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,072

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 20, 2025 Filed Feb 21, 2025 16:11 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 3,843 $0.00 $0.00
Disclosure

SEC source: 0001423902-25-000022 · wk-form4_1740172270.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,843

Underlying: Common Units representing limited partner interests · 3,843 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.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:06 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 5,199 $0.00 $0.00
Disclosure

SEC source: 0001423902-25-000005 · wk-form4_1739567178.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units representing limited partner interests · 5,199 shares

Expires 2025-02-12

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.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:06 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon Units representing limited partner interests 5,199 $0.00 $0.00
Disclosure

SEC source: 0001423902-25-000005 · wk-form4_1739567178.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,229

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
March 15, 2024 Filed Mar 15, 2024 11:30 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 Disposition to issuerRestricted Stock Units · Derivative 78,866 $0.00 $0.00
Disclosure

SEC source: 0001014108-24-000015 · primary_doc.xml · derivative · entry 5

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 78,866 shares

Expires not disclosed

F4 · derivative.exercise_price: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

F4 · price: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

F4 · derivative.exercise_date: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

F4 · derivative.expiration_date: On March 15, 2024, all of Mr. Schulte's RSUs were cancelled for no consideration.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 16:03 UTC Western Midstream Partners, LP WES · Entity 3258 PurchaseCommon Units representing limited partner interests 800 $34.24 $27,392.48
Disclosure

SEC source: 0001423902-24-000026 · wk-form4_1709240557.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,030

F1 · price: The price reported in Column 4 is a weighted average price. The units were purchased in multiple transactions at prices ranging from $34.05 to $34.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within the range set forth in this footnote.

Read SEC document
February 14, 2024 Filed Mar 15, 2024 11:30 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 ConversionClass B Common Stock · Derivative 204,162 $0.00 $0.00
Disclosure

SEC source: 0001014108-24-000015 · primary_doc.xml · derivative · entry 7

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Common Stock · 138,830 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: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F1 · derivative.exercise_date: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F1 · derivative.expiration_date: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F3 · ownership.nature: A trust in which the reporting person serves as trustee.

Read SEC document
February 14, 2024 Filed Mar 15, 2024 11:30 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 ConversionClass B Common Stock · Derivative 161,114 $0.00 $0.00
Disclosure

SEC source: 0001014108-24-000015 · primary_doc.xml · derivative · entry 6

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Corporation

Disclosed balance after: 0

Underlying: Common Stock · 109,558 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: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F1 · derivative.exercise_date: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F1 · derivative.expiration_date: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F2 · ownership.nature: A corporation controlled by the reporting person.

Read SEC document
February 13, 2024 Filed Feb 14, 2024 18:20 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 5,199 $0.00 $0.00
Disclosure

SEC source: 0001423902-24-000004 · wk-form4_1707952832.xml · derivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,199

Underlying: Common Units representing limited partner interests · 5,199 shares

Expires 2025-02-12

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.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 18:20 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 5,088 $0.00 $0.00
Disclosure

SEC source: 0001423902-24-000004 · wk-form4_1707952832.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units representing limited partner interests · 5,088 shares

Expires 2024-02-12

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.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 18:20 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon Units representing limited partner interests 5,088 $0.00 $0.00
Disclosure

SEC source: 0001423902-24-000004 · wk-form4_1707952832.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,230

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, 2024 Filed Mar 15, 2024 11:30 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 ConversionCommon Stock 138,830 Not disclosed Not disclosed
Disclosure

SEC source: 0001014108-24-000015 · primary_doc.xml · nonDerivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 483,355

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 · price: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F3 · ownership.nature: A trust in which the reporting person serves as trustee.

Read SEC document
February 12, 2024 Filed Mar 15, 2024 11:30 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 ConversionCommon Stock 109,558 Not disclosed Not disclosed
Disclosure

SEC source: 0001014108-24-000015 · primary_doc.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Corporation

Disclosed balance after: 381,437

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 · price: The shares of Class B Common Stock converted to Common Stock as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021.

F2 · ownership.nature: A corporation controlled by the reporting person.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 12:28 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 Exercise / conversionRestricted Stock Units · Derivative 39,431 $0.00 $0.00
Disclosure

SEC source: 0001014108-23-000053 · primary_doc.xml · derivative · entry 6

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,866

Underlying: Common Stock · 39,431 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 restricted stock unit (RSU) represents a contingent right to receive one share of CORR common stock.

F4 · derivative.exercise_date: On March 15, 2023, 39,431 of Mr. Schulte's RSUs, granted on May 26, 2022, vested. On March 15, 2023, 13,663 of the 39,431 shares underlying these newly-vested RSUs were surrendered to satisfy the tax withholding obligations triggered upon the March 15th vesting. The surrender of shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of RSUs.

F4 · derivative.expiration_date: On March 15, 2023, 39,431 of Mr. Schulte's RSUs, granted on May 26, 2022, vested. On March 15, 2023, 13,663 of the 39,431 shares underlying these newly-vested RSUs were surrendered to satisfy the tax withholding obligations triggered upon the March 15th vesting. The surrender of shares is the Company's default process for paying tax withholding obligations triggered upon the vesting of RSUs.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 12:28 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 Tax withholdingCommon Stock 13,663 $1.22 $16,668.86
Disclosure

SEC source: 0001014108-23-000053 · primary_doc.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,768

Read SEC document
March 15, 2023 Filed Mar 17, 2023 12:28 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 Exercise / conversionCommon Stock 39,431 Not disclosed Not disclosed
Disclosure

SEC source: 0001014108-23-000053 · primary_doc.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,431

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 · price: Each restricted stock unit (RSU) represents a contingent right to receive one share of CORR common stock.

Read SEC document
February 14, 2023 Filed Feb 14, 2023 19:22 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 5,088 $0.00 $0.00
Disclosure

SEC source: 0001423902-23-000004 · wf-form4_167642052060898.xml · derivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,088

Underlying: Common Units representing limited partner interests · 5,088 shares

Expires 2024-02-12

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.

Read SEC document
February 12, 2023 Filed Feb 14, 2023 19:22 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 5,588 $0.00 $0.00
Disclosure

SEC source: 0001423902-23-000004 · wf-form4_167642052060898.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units representing limited partner interests · 5,588 shares

Expires 2023-02-12

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.

Read SEC document
February 12, 2023 Filed Feb 14, 2023 19:22 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon Units representing limited partner interests 5,588 $0.00 $0.00
Disclosure

SEC source: 0001423902-23-000004 · wf-form4_167642052060898.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,142

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 26, 2022 Filed May 31, 2022 16:12 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantRestricted Stock Units · Derivative 118,297 $0.00 $0.00
Disclosure

SEC source: 0001140361-22-021295 · form4.xml · derivative · entry 5

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,297

Underlying: Common Stock · 118,297 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of CORR common stock. The restricted stock units vest in three equal installments beginning March 15, 2023.

F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of CORR common stock. The restricted stock units vest in three equal installments beginning March 15, 2023.

F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of CORR common stock. The restricted stock units vest in three equal installments beginning March 15, 2023.

Read SEC document
February 15, 2022 Filed Feb 15, 2022 17:53 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 5,588 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-005107 · form4.xml · derivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,588

Underlying: Common units representing limited partner interests · 5,588 shares

Expires 2023-02-12

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.

Read SEC document
February 12, 2022 Filed Feb 15, 2022 17:53 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 7,872 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-005107 · form4.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common units representing limited partner interests · 7,872 shares

Expires 2022-02-12

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.

Read SEC document
February 12, 2022 Filed Feb 15, 2022 17:53 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon units representing limited partner interests 7,872 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-005107 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,554

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
November 12, 2021 Filed Nov 16, 2021 16:06 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 SaleDepositary Shares representing Series A Preferred Stock 40,107 $24.30 $974,600.10
Disclosure

SEC source: 0001140361-21-038086 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Corporation

Disclosed balance after: 0

F1 · ownership.nature: A corporation controlled by the reporting person.

Read SEC document
August 23, 2021 Filed Aug 24, 2021 18:16 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 500 $4.15 $2,075.00
Disclosure

SEC source: 0001140361-21-029279 · form4.xml · nonDerivative · entry 4

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,000

Read SEC document
August 23, 2021 Filed Aug 24, 2021 18:16 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 500 $4.18 $2,090.00
Disclosure

SEC source: 0001140361-21-029279 · form4.xml · nonDerivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,500

Read SEC document
August 20, 2021 Filed Aug 24, 2021 18:16 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 500 $4.31 $2,155.00
Disclosure

SEC source: 0001140361-21-029279 · form4.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,000

Read SEC document
August 20, 2021 Filed Aug 24, 2021 18:16 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 500 $4.30 $2,150.00
Disclosure

SEC source: 0001140361-21-029279 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,500

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantClass B Common Stock · Derivative 204,162 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · derivative · entry 8

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 204,162

Underlying: Common Stock · 204,162 shares

Expires not disclosed

F3 · derivative.exercise_price: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

F2 · price: A trust in which the reporting person serves as trustee, the DJS Trust dated July 18, 2016, acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $1,194,315 for the Series A Preferred Stock, $2,418,566 for the Common Stock and $1,433,217 for the Class B Common Stock.

F3 · derivative.exercise_date: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

F3 · derivative.expiration_date: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantClass B Common Stock · Derivative 161,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · derivative · entry 7

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Corporation

Disclosed balance after: 161,114

Underlying: Common Stock · 161,114 shares

Expires not disclosed

F3 · derivative.exercise_price: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

F1 · price: A corporation controlled by the reporting person, Campbell Hamilton, Inc., acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor InfraTrust Management, LLC ("Corridor"), the former external manager of the Company. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $942,513 for the Series A Preferred Stock, $1,908,591 for the Common Stock and $1,131,020 for the Class B Common Stock.

F3 · derivative.exercise_date: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

F3 · derivative.expiration_date: The shares of Class B Common Stock will convert to Common Stock on a one-for-one basis no later than February 4, 2024 depending on certain dividend payments by the Company as described in the Articles Supplementary related to the Class B Common Stock filed with the SEC on February 10, 2021. The Class B Common Stock is entitled to one vote per share and votes with the Common Stock.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantDepositary Shares representing Series A Preferred Stock 50,822 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · nonDerivative · entry 6

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 50,822

F2 · price: A trust in which the reporting person serves as trustee, the DJS Trust dated July 18, 2016, acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $1,194,315 for the Series A Preferred Stock, $2,418,566 for the Common Stock and $1,433,217 for the Class B Common Stock.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantDepositary Shares representing Series A Preferred Stock 40,107 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · nonDerivative · entry 5

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Corporation

Disclosed balance after: 40,107

F1 · price: A corporation controlled by the reporting person, Campbell Hamilton, Inc., acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor InfraTrust Management, LLC ("Corridor"), the former external manager of the Company. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $942,513 for the Series A Preferred Stock, $1,908,591 for the Common Stock and $1,131,020 for the Class B Common Stock.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantCommon Stock 344,525 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 344,525

F2 · price: A trust in which the reporting person serves as trustee, the DJS Trust dated July 18, 2016, acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $1,194,315 for the Series A Preferred Stock, $2,418,566 for the Common Stock and $1,433,217 for the Class B Common Stock.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 18:45 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 GrantCommon Stock 271,879 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-21-023789 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Indirect · By Corporation

Disclosed balance after: 271,879

F1 · price: A corporation controlled by the reporting person, Campbell Hamilton, Inc., acquired the Common Stock, Series A Preferred Stock and Class B Common Stock in exchange for membership interests in Corridor InfraTrust Management, LLC ("Corridor"), the former external manager of the Company. There was no market for these membership interests in Corridor and the value of the interests surrendered by the reporting person, based on the reporting person's percentage ownership in Corridor, is estimated to be $942,513 for the Series A Preferred Stock, $1,908,591 for the Common Stock and $1,131,020 for the Class B Common Stock.

Read SEC document
February 18, 2021 Filed Feb 22, 2021 17:34 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 7,872 $0.00 $0.00
Disclosure

SEC source: 0001127602-21-007104 · form4.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,872

Underlying: Common units representing limited partner interests · 7,872 shares

Expires 2022-02-12

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.

Read SEC document
February 12, 2021 Filed Feb 18, 2021 21:13 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionPhantom Units · Derivative 7,182 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-007264 · doc4.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units representing limited partner interests · 7,182 shares

Expires 2021-02-12

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.

Read SEC document
February 12, 2021 Filed Feb 18, 2021 21:13 UTC Western Midstream Partners, LP WES · Entity 3258 Exercise / conversionCommon Units representing limited partner interests 7,182 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-007264 · doc4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,682

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
September 23, 2020 Filed Sep 24, 2020 16:18 UTC Western Midstream Partners, LP WES · Entity 3258 GrantPhantom Units · Derivative 7,182 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-025689 · form4.xml · derivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,182

Underlying: Common Units representing limited partner interests · 7,182 shares

Expires 2021-02-12

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.

Read SEC document
July 09, 2020 Filed Jul 10, 2020 14:32 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 2,000 $7.52 $15,040.00
Disclosure

SEC source: 0001140361-20-015791 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,000.339

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in mulitple transactions at prices ranging from $7.52 to $7.53 inclusive. The reporting person undertakes to provide to CORR, any security holder of CORR, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4.

Read SEC document
March 17, 2020 Filed Mar 19, 2020 17:04 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 400 $20.00 $8,000.00
Disclosure

SEC source: 0001140361-20-006354 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000.339

F1 · balance_after: This number includes an additional 773 shares that were previously reported but had been inadvertently omitted in more recent reports.

F2 · balance_after: Includes shares acquired under DRIP since last report filed and prior to suspension of DRIP.

Read SEC document
January 04, 2019 Filed Jan 7, 2019 14:36 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 50 $34.25 $1,712.50
Disclosure

SEC source: 0001140361-19-000478 · form4.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,809.059

Read SEC document
January 03, 2019 Filed Jan 7, 2019 14:36 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 700 $33.60 $23,520.00
Disclosure

SEC source: 0001140361-19-000478 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO & Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,759.059

Read SEC document
November 13, 2018 Filed Nov 13, 2018 17:16 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 1,000 $36.33 $36,330.00
Disclosure

SEC source: 0001140361-18-042989 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,059.059

Read SEC document
March 09, 2018 Filed Mar 12, 2018 20:22 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 300 $36.93 $11,079.00
Disclosure

SEC source: 0001140361-18-013131 · form4.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,409.6272

Read SEC document
March 09, 2018 Filed Mar 12, 2018 20:22 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 500 $36.87 $18,435.00
Disclosure

SEC source: 0001140361-18-013131 · form4.xml · nonDerivative · entry 1

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,109.6272

Read SEC document
March 08, 2018 Filed Mar 12, 2018 20:22 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 565 $36.96 $20,882.40
Disclosure

SEC source: 0001140361-18-013131 · form4.xml · nonDerivative · entry 4

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse as custodian of children's accounts

Disclosed balance after: 1,770

Read SEC document
March 08, 2018 Filed Mar 12, 2018 20:22 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 565 $36.88 $20,837.20
Disclosure

SEC source: 0001140361-18-013131 · form4.xml · nonDerivative · entry 3

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse as custodian of children's accounts

Disclosed balance after: 1,205

Read SEC document
January 09, 2018 Filed Jan 10, 2018 15:27 UTC CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 PurchaseCommon Stock 90 $37.07 $3,336.30
Disclosure

SEC source: 0001140361-18-001591 · form4.xml · nonDerivative · entry 2

SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,699.6272

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.