Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Archrock, Inc.AROC · Entity 3837 | Director | January 29, 2026 | February 02, 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.
Archrock, Inc.
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 131,728 |
Reported balance
After 2026-01-29 transaction · row 1
1 source rowRow 1 · 2026-01-29 · Grant · Acquired 5,313 · Balance 131,728 F1: This award represents a grant of restricted stock under the Archrock, Inc. 2020 Stock Incentive Plan subject to twenty-five percent (25%) vesting on each of the date of grant and June 1, September 1 and December 1, 2026. The award is subject to forfeiture or accelerated vesting pursuant to certain events as set out in the Award Notice and Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This award represents a grant of restricted stock under the Archrock, Inc. 2020 Stock Incentive Plan subject to twenty-five percent (25%) vesting on each of the date of grant and June 1, September 1 and December 1, 2026. The award is subject to forfeiture or accelerated vesting pursuant to certain events as set out in the Award Notice and Agreement.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENERGEN CORP
Report date November 29, 2018 · Filed November 30, 2018
Section 16 reporting ended · disclosed 2018-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-29 transaction · row 1
1 source rowRow 1 · 2018-11-29 · Disposition to issuer · Disposed 2,990 · Balance 0 F1: On November 29, 2018, pursuant to the Agreement and Plan of Merger dated as of August 14, 2018 (the "Merger Agreement"), by and among Diamondback Energy, Inc. ("Diamondback"), Sidewinder Merger Sub Inc., a wholly owned subsidiary of Diamondback ("Merger Sub"), and Energen Corporation ("Energen"), Merger Sub merged with and into Energen (the "Merger") with Energen surviving the Merger as a wholly-owned subsidiary of Diamondback. F2: Pursuant to the Merger Agreement, each share of Energen common stock issued and outstanding prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive 0.6442 of a share of Diamondback common stock (the "Exchange Ratio"). On November 28, 2018 (the day prior to the Merger), the closing price of one share of Diamondback common stock was $109.80. |
| Common Stock (Deferred)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-29 transaction · row 2
1 source rowRow 2 · 2018-11-29 · Disposition to issuer · Disposed 8,422 · Balance 0 F3: Energen Corporation Deferred Compensation Plan; number of securities is estimated based on recordkeeper's unit accounting. F4: Pursuant to the provisions of the Energen 1997 Deferred Compensation Plan the "Deferred Plan"), the notional shares of Energen common stock held in the Deferred Plan were converted as a result of the Merger into a notional cash amount based on the Exchange Ratio and the closing price per share of Diamondback common stock on November 29, 2018, which was $112.00. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 29, 2018, pursuant to the Agreement and Plan of Merger dated as of August 14, 2018 (the "Merger Agreement"), by and among Diamondback Energy, Inc. ("Diamondback"), Sidewinder Merger Sub Inc., a wholly owned subsidiary of Diamondback ("Merger Sub"), and Energen Corporation ("Energen"), Merger Sub merged with and into Energen (the "Merger") with Energen surviving the Merger as a wholly-owned subsidiary of Diamondback.
F2: Pursuant to the Merger Agreement, each share of Energen common stock issued and outstanding prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive 0.6442 of a share of Diamondback common stock (the "Exchange Ratio"). On November 28, 2018 (the day prior to the Merger), the closing price of one share of Diamondback common stock was $109.80.
F3: Energen Corporation Deferred Compensation Plan; number of securities is estimated based on recordkeeper's unit accounting.
F4: Pursuant to the provisions of the Energen 1997 Deferred Compensation Plan the "Deferred Plan"), the notional shares of Energen common stock held in the Deferred Plan were converted as a result of the Merger into a notional cash amount based on the Exchange Ratio and the closing price per share of Diamondback common stock on November 29, 2018, which was $112.00.
PGT Innovations, Inc.
Report date March 28, 2024 · Filed March 28, 2024
Section 16 reporting ended · disclosed 2024-03-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PGTI Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-03-28 transaction · row 1
1 source rowRow 1 · 2024-03-28 · Disposition to issuer · Disposed 15,157 · Balance 0 F1: On March 28, 2024, the Company was acquired by MIWD Holding Company LLC pursuant to the merger agreement entered into by and between the Company, MIWD Holding Company LLC, and RMR Merge Co, Inc., dated as of January 16, 2024. F2: Upon the consummation of the merger, each issued and outstanding share of the Company's common stock was canceled and converted into the right receive $42.00 in cash without interest. In addition, each share of restricted stock and each restricted stock unit that were granted under the Company's Amended and Restated 2019 Equity and Incentive Compensation Plan that were outstanding immediately prior to the consummation of the merger were canceled and converted into the right to receive $42.00 in cash without interest. |
| PGTI Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-28 · Disposition to issuer · Disposed 9,104 · Balance 0 F3: Represents restricted stock units that were granted under the Amended and Restated 2019 Equity and Incentive Compensation Plan and deferred pursuant to a separate deferral election agreement between the Company and the reporting person. Pursuant to the merger agreement, these restricted stock units were canceled and converted into the right to receive $42.00 in cash without interest upon the consummation of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 28, 2024, the Company was acquired by MIWD Holding Company LLC pursuant to the merger agreement entered into by and between the Company, MIWD Holding Company LLC, and RMR Merge Co, Inc., dated as of January 16, 2024.
F2: Upon the consummation of the merger, each issued and outstanding share of the Company's common stock was canceled and converted into the right receive $42.00 in cash without interest. In addition, each share of restricted stock and each restricted stock unit that were granted under the Company's Amended and Restated 2019 Equity and Incentive Compensation Plan that were outstanding immediately prior to the consummation of the merger were canceled and converted into the right to receive $42.00 in cash without interest.
F3: Represents restricted stock units that were granted under the Amended and Restated 2019 Equity and Incentive Compensation Plan and deferred pursuant to a separate deferral election agreement between the Company and the reporting person. Pursuant to the merger agreement, these restricted stock units were canceled and converted into the right to receive $42.00 in cash without interest upon the consummation of the merger.
Vital Energy, Inc.
Report date December 15, 2025 · Filed December 15, 2025
Section 16 reporting ended · disclosed 2025-12-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 15,414 · Balance 31,449 F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2: Pursuant to the Merger Agreement, the amounts in the Reporting Person's "Deferred Stock Account" (as such term is defined under the Issuer's Director Deferred Compensation Plan) (each, a "Vital Director Deferred Stock Award") became payable in a lump sum cash payment equal to (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock"), subject to such Vital Director Deferred Stock Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). Row 2 · 2025-12-15 · Disposition to issuer · Disposed 31,449 · Balance 0 F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent. F2: Pursuant to the Merger Agreement, the amounts in the Reporting Person's "Deferred Stock Account" (as such term is defined under the Issuer's Director Deferred Compensation Plan) (each, a "Vital Director Deferred Stock Award") became payable in a lump sum cash payment equal to (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock"), subject to such Vital Director Deferred Stock Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-15 · Exercise / conversion · Disposed 15,414 · Balance 0 F2: Pursuant to the Merger Agreement, the amounts in the Reporting Person's "Deferred Stock Account" (as such term is defined under the Issuer's Director Deferred Compensation Plan) (each, a "Vital Director Deferred Stock Award") became payable in a lump sum cash payment equal to (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock"), subject to such Vital Director Deferred Stock Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date). |
Filing footnotes · ownership attribution and instrument terms
F1: On December 15, 2025 (the "Closing Date"), the transactions contemplated by the Agreement and Plan of Merger, dated August 24, 2025, (the "Merger Agreement"), by and among Crescent Energy Company, a Delaware corporation ("Crescent"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of Crescent ("Merger Sub Inc."), Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of Crescent ("Merger Sub LLC"), and Vital Energy, Inc. (the "Issuer") were consummated. Pursuant to the Merger Agreement, (i) Merger Sub Inc. merged with and into the Issuer (the "First Company Merger"), with the Issuer continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the Surviving Corporation merged with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity and a wholly owned subsidiary of Crescent.
F2: Pursuant to the Merger Agreement, the amounts in the Reporting Person's "Deferred Stock Account" (as such term is defined under the Issuer's Director Deferred Compensation Plan) (each, a "Vital Director Deferred Stock Award") became payable in a lump sum cash payment equal to (i) the total number of shares of the Issuer's common stock, par value $0.01 per share (the "Vital Common Stock"), subject to such Vital Director Deferred Stock Award and (ii) $17.92, the closing price of one share of Vital Common Stock on December 12, 2025 (the trading date immediately preceding the Closing Date).
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 |
|---|---|---|---|---|---|---|
| May 22, 2019 Filed May 24, 2019 17:29 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 4,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-19-000043 · primary_doc.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,345 F1 · shares: Restricted stock granted under the PGT Innovations, Inc. 2019 Equity and Incentive Compensation Plan, expected to vest in one installment on May 22, 2020, subject to the terms of the grant agreement between the issuer and the grantee. Read SEC document |
| May 16, 2019 Filed May 20, 2019 10:37 UTC | Vital Energy, Inc. LPI · Entity 71532 | GrantCommon Stock | 17,908 | $3.49 | $62,498.92 |
DisclosureSEC source: 0001528129-19-000088 · wf-form4_155836300943390.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,574 F1 · shares: These shares are granted under the Issuer's Omnibus Equity Incentive Plan in lieu of cash payments for director fees at the election of the director. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:57 UTC | Vital Energy, Inc. LPI · Entity 71532 | GrantCommon Stock | 13,666 | $3.43 | $46,874.38 |
DisclosureSEC source: 0001528129-19-000032 · wf-form4_155173661695018.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,666 F1 · shares: These shares are granted under the Issuer's Omnibus Equity Incentive Plan in lieu of cash payments for director fees at the election of the director. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 10:25 UTC | Archrock, Inc. AROC · Entity 3837 | GrantCommon Stock | 13,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001389050-19-000004 · wf-form4_154868907278961.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,603 F1 · kind: This award represents a grant of restricted stock under the Archrock, Inc. 2013 Stock Incentive Plan subject to twenty-five percent (25%) vesting on each of January 25, 2019, June 1, 2019, September 1, 2019 and December 1, 2019. The award is subject to forfeiture or accelerated vesting pursuant to certain events as set out in the Award Notice and Agreement. Read SEC document |
| January 07, 2019 Filed Jan 8, 2019 16:44 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI COMMON STOCK | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-19-000002 · primary_doc.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720 F1 · shares: Restricted stock granted under the PGT, Inc. 2014 Omnibus Equity Incentive Plan, expected to vest in one installment on the first anniversary of the grant date, subject to the terms of the grant agreement between the issuer and the grantee. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 15:12 UTC | ENERGEN CORP EGN · Entity 12094 | Disposition to issuerCommon Stock (Deferred) | 8,422 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000277595-18-000090 · edgar.xml · nonDerivative · entry 2 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: Energen Corporation Deferred Compensation Plan; number of securities is estimated based on recordkeeper's unit accounting. F4 · price: Pursuant to the provisions of the Energen 1997 Deferred Compensation Plan the "Deferred Plan"), the notional shares of Energen common stock held in the Deferred Plan were converted as a result of the Merger into a notional cash amount based on the Exchange Ratio and the closing price per share of Diamondback common stock on November 29, 2018, which was $112.00. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 15:12 UTC | ENERGEN CORP EGN · Entity 12094 | Disposition to issuerCommon Stock | 2,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000277595-18-000090 · edgar.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On November 29, 2018, pursuant to the Agreement and Plan of Merger dated as of August 14, 2018 (the "Merger Agreement"), by and among Diamondback Energy, Inc. ("Diamondback"), Sidewinder Merger Sub Inc., a wholly owned subsidiary of Diamondback ("Merger Sub"), and Energen Corporation ("Energen"), Merger Sub merged with and into Energen (the "Merger") with Energen surviving the Merger as a wholly-owned subsidiary of Diamondback. F2 · price: Pursuant to the Merger Agreement, each share of Energen common stock issued and outstanding prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive 0.6442 of a share of Diamondback common stock (the "Exchange Ratio"). On November 28, 2018 (the day prior to the Merger), the closing price of one share of Diamondback common stock was $109.80. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 18:13 UTC | Archrock, Inc. AROC · Entity 3837 | GrantCommon Stock | 13,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001389050-18-000011 · wf-form4_152029155943465.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,803 F1 · kind: This award represents a grant of restricted stock under the Archrock, Inc. 2013 Stock Incentive Plan subject to twenty-five (25%) vesting on each of March 2, 2018, June 1, 2018, September 1, 2018 and December 1, 2018. The award is subject to forfeiture or accelerated vesting pursuant to certain events as set out in the Award Notice and Agreement. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 12:17 UTC | ENERGEN CORP EGN · Entity 12094 | GrantCommon Stock (Deferred) | 1,720 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000277595-18-000010 · edgar.xml · nonDerivative · entry 2 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,422 F2 · price: Annual grant under Energen Corporation Director Stock Plan; no purchase price. F1 · balance_after: Energen Corporation Deferred Compensation Plan; number of securities is estimated based on recordkeeper's unit accounting. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 11:03 UTC | Archrock, Inc. AROC · Entity 3837 | GrantCommon Stock | 9,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001389050-17-000034 · wf-form4_148881618893058.xml · nonDerivative · entry 1 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,645 F1 · kind: This award represents a grant of restricted stock under the Archrock, Inc. 2013 Stock Incentive Plan subject to twenty-five (25%) vesting on each of March 3, 2017 (the date of grant), June 1, September 1, 2017, and December 1, 2017. The award is subject to forfeiture or accelerated vesting pursuant to certain events as set out in the Award Notice and Agreement. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 16:50 UTC | ENERGEN CORP EGN · Entity 12094 | GrantCommon Stock (Deferred) | 1,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000277595-17-000006 · edgar.xml · nonDerivative · entry 2 Hawes Frances Powell · CIK 0001317424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,701 F2 · price: Annual grant under Energen Corporation Director Stock Plan; no purchase price. F1 · balance_after: Energen Corporation Deferred Compensation Plan; number of securities is estimated based on recordkeepers' unit accounting. 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.