Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CorEnergy Infrastructure Trust, Inc.CORR · Entity 92989 | Director · Chief Executive Officer | February 12, 2024 | March 15, 2024 |
| Western Midstream Partners, LPWES · Entity 3258 | Director | 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.
CorEnergy Infrastructure Trust, Inc.
Report date February 12, 2024 · Filed March 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 381,437 |
Reported balance
After 2024-02-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy Trust | 483,355 |
Reported balance
After 2024-02-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2024-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | IndirectBy Corporation | 0 |
Reported balance
After 2024-02-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | IndirectBy Trust | 0 |
Reported balance
After 2024-02-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 54,768 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 54,768 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse as custodian of children's accounts | 2,570 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 40,072 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Exercise / conversion · Acquired 3,843 · Balance 40,072 |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 3,778 |
Reported balance
After 2026-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2026-02-12 | Direct | 0 |
Reported balance
After 2026-02-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 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 |
|---|---|---|---|---|---|---|
| January 09, 2018 Filed Jan 10, 2018 15:27 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 600 | $37.30 | $22,380.00 |
DisclosureSEC source: 0001140361-18-001591 · form4.xml · nonDerivative · entry 1 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,609.6272 Read SEC document |
| November 12, 2017 Filed Nov 16, 2021 16:06 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | SaleDepositary Shares representing Series A Preferred Stock | 50,822 | $24.30 | $1,234,974.60 |
DisclosureSEC source: 0001140361-21-038086 · 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: 0 F2 · ownership.nature: A trust in which the reporting person serves as trustee. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 1,000 | $32.89 | $32,890.00 |
DisclosureSEC source: 0001140361-17-026320 · form4.xml · nonDerivative · entry 1 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,009.6272 Read SEC document |
| May 17, 2017 Filed May 22, 2017 14:50 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 200 | $34.72 | $6,944.00 |
DisclosureSEC source: 0001140361-17-021703 · form4.xml · nonDerivative · entry 2 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: 640 Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:37 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 236 | $33.81 | $7,979.16 |
DisclosureSEC source: 0001140361-17-020611 · form4.xml · nonDerivative · entry 3 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,009.6272 F1 · balance_after: The number of shares is cumulative purchased in several transactions over one day on 05/12/2017 with varying stock price. Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:37 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 1,800 | $33.93 | $61,074.00 |
DisclosureSEC source: 0001140361-17-020611 · form4.xml · nonDerivative · entry 2 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,773.6272 F1 · balance_after: The number of shares is cumulative purchased in several transactions over one day on 05/12/2017 with varying stock price. Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:37 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 200 | $33.96 | $6,792.00 |
DisclosureSEC source: 0001140361-17-020611 · form4.xml · nonDerivative · entry 1 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,973.6272 F1 · balance_after: The number of shares is cumulative purchased in several transactions over one day on 05/12/2017 with varying stock price. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 16:02 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | PurchaseCommon Stock | 500 | $32.34 | $16,170.00 |
DisclosureSEC source: 0001140361-17-011617 · form4.xml · nonDerivative · entry 1 SCHULTE DAVID J · CIK 0001107140 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,773.6272 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.