Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | Director | January 02, 2026 | January 06, 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.
Energy Transfer LP
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 243,715 |
Reported balance
After 2025-12-29 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-12-29 · Gift · Acquired 10 · Balance 243,715 |
| Common UnitsSEC Table I · non-derivative | Direct | 751,138 |
Reported balance
After 2026-01-02 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 7,423 · Balance 751,138 F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Grimm Family Limited Partnership | 629,112 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 629,112 |
Filing footnotes · ownership attribution and instrument terms
F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANADARKO PETROLEUM CORP
Report date August 08, 2019 · Filed August 09, 2019
Section 16 reporting ended · disclosed 2019-08-09. 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 2019-08-08 transaction · row 1
1 source rowRow 1 · 2019-08-08 · Disposition to issuer · Disposed 6,301 · Balance 0 F1: This Form 4 reports securities disposed upon the effectiveness of the acquisition of Anadarko Petroleum Corporation ("APC") by Occidental Petroleum Corporation ("OXY") on August 8, 2019, pursuant to the Agreement and Plan of Merger, dated as of May 9, 2019, by and among Occidental Petroleum Corporation, Baseball Merger Sub 1, Inc., and Anadarko Petroleum Corporation (the "Merger Agreement"). At the effective time, each outstanding share of APC common stock was converted into the right to receive $59 in cash and 0.2934 of a share of OXY common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed upon the effectiveness of the acquisition of Anadarko Petroleum Corporation ("APC") by Occidental Petroleum Corporation ("OXY") on August 8, 2019, pursuant to the Agreement and Plan of Merger, dated as of May 9, 2019, by and among Occidental Petroleum Corporation, Baseball Merger Sub 1, Inc., and Anadarko Petroleum Corporation (the "Merger Agreement"). At the effective time, each outstanding share of APC common stock was converted into the right to receive $59 in cash and 0.2934 of a share of OXY common stock.
Energy Transfer Operating, L.P.
Report date October 19, 2018 · Filed October 23, 2018
Section 16 reporting ended · disclosed 2018-10-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-19 transaction · row 1
1 source rowRow 1 · 2018-10-19 · Disposition to issuer · Disposed 77,074 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Energy Transfer Equity, L.P. ("ETE") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of ETE (the "Merger"). On October 18, 2018, the last trading day for the ETP common units, the closing price of ETP's common units was $21.47 per unit and the closing price of ETE's common units was $16.82 per unit. Each ETP common unit outstanding was converted into the right to receive 1.28 ETE common units. As part of the Merger, ETE changed its name to "Energy Transfer LP" and its common units began trading on the New York Stock Exchange ("NYSE") under the "ET" ticker symbol when the market opened on Friday, October 19, 2018. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Daughter | 0 |
Reported balance
After 2018-10-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-10-19 · Disposition to issuer · Disposed 2,300 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Energy Transfer Equity, L.P. ("ETE") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of ETE (the "Merger"). On October 18, 2018, the last trading day for the ETP common units, the closing price of ETP's common units was $21.47 per unit and the closing price of ETE's common units was $16.82 per unit. Each ETP common unit outstanding was converted into the right to receive 1.28 ETE common units. As part of the Merger, ETE changed its name to "Energy Transfer LP" and its common units began trading on the New York Stock Exchange ("NYSE") under the "ET" ticker symbol when the market opened on Friday, October 19, 2018. F2: These units are held by the daughter of the reporting person in the Lara Kristen Grimm Trust of which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Son | 0 |
Reported balance
After 2018-10-19 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-10-19 · Disposition to issuer · Disposed 2,300 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Energy Transfer Equity, L.P. ("ETE") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of ETE (the "Merger"). On October 18, 2018, the last trading day for the ETP common units, the closing price of ETP's common units was $21.47 per unit and the closing price of ETE's common units was $16.82 per unit. Each ETP common unit outstanding was converted into the right to receive 1.28 ETE common units. As part of the Merger, ETE changed its name to "Energy Transfer LP" and its common units began trading on the New York Stock Exchange ("NYSE") under the "ET" ticker symbol when the market opened on Friday, October 19, 2018. F3: These units are held by the son of the reporting person in the Tyler Jason Grimm Trust of which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition in connection with the merger of a wholly owned subsidiary of Energy Transfer Equity, L.P. ("ETE") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of ETE (the "Merger"). On October 18, 2018, the last trading day for the ETP common units, the closing price of ETP's common units was $21.47 per unit and the closing price of ETE's common units was $16.82 per unit. Each ETP common unit outstanding was converted into the right to receive 1.28 ETE common units. As part of the Merger, ETE changed its name to "Energy Transfer LP" and its common units began trading on the New York Stock Exchange ("NYSE") under the "ET" ticker symbol when the market opened on Friday, October 19, 2018.
F2: These units are held by the daughter of the reporting person in the Lara Kristen Grimm Trust of which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3: These units are held by the son of the reporting person in the Tyler Jason Grimm Trust of which the reporting person is the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
Energy Transfer, LP
Report date April 28, 2017 · Filed May 02, 2017
Section 16 reporting ended · disclosed 2017-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON UNITSSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-28 · Disposition to issuer · Disposed 32,742 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units.
RSP Permian, Inc.
Report date July 19, 2018 · Filed July 20, 2018
Section 16 reporting ended · disclosed 2018-07-20. 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 2018-07-19 transaction · row 1
1 source rowRow 1 · 2018-07-19 · Disposition to issuer · Disposed 63,206 · Balance 0 F1: On July 19, 2018, pursuant to the Agreement and Plan of Merger dated as of March 27, 2018 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Green Merger Sub Inc. ("Merger Sub") and RSP Permian, Inc. ("RSP"), Merger Sub merged with and into RSP (the "Merger"), with RSP surviving the Merger as a wholly owned subsidiary of Concho. F2: Pursuant to the Merger Agreement, each share of RSP common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding share of time-based restricted stock of RSP that vested in full and was treated as a share of RSP common stock for purposes of the Merger Agreement) was converted into the right to receive 0.320 of a share of Concho common stock. On July 18, 2018 (the day prior to the Merger), the closing price of one share of Concho common stock was $149.66. Withholding for the payment of tax liabilities in connection with the vesting of restricted stock awards was effectuated following conversion into shares of Concho common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy family limited partnership | 0 |
Reported balance
After 2018-07-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-07-19 · Disposition to issuer · Disposed 526,249 · Balance 0 F1: On July 19, 2018, pursuant to the Agreement and Plan of Merger dated as of March 27, 2018 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Green Merger Sub Inc. ("Merger Sub") and RSP Permian, Inc. ("RSP"), Merger Sub merged with and into RSP (the "Merger"), with RSP surviving the Merger as a wholly owned subsidiary of Concho. F2: Pursuant to the Merger Agreement, each share of RSP common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding share of time-based restricted stock of RSP that vested in full and was treated as a share of RSP common stock for purposes of the Merger Agreement) was converted into the right to receive 0.320 of a share of Concho common stock. On July 18, 2018 (the day prior to the Merger), the closing price of one share of Concho common stock was $149.66. Withholding for the payment of tax liabilities in connection with the vesting of restricted stock awards was effectuated following conversion into shares of Concho common stock. F3: Mr. Grimm is a manager of the general partner of Grimm Family Limited Partnership and therefore may be deemed to indirectly beneficially own these securities. Mr. Grimm disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 19, 2018, pursuant to the Agreement and Plan of Merger dated as of March 27, 2018 (the "Merger Agreement"), by and among Concho Resources Inc. ("Concho"), Green Merger Sub Inc. ("Merger Sub") and RSP Permian, Inc. ("RSP"), Merger Sub merged with and into RSP (the "Merger"), with RSP surviving the Merger as a wholly owned subsidiary of Concho.
F2: Pursuant to the Merger Agreement, each share of RSP common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding share of time-based restricted stock of RSP that vested in full and was treated as a share of RSP common stock for purposes of the Merger Agreement) was converted into the right to receive 0.320 of a share of Concho common stock. On July 18, 2018 (the day prior to the Merger), the closing price of one share of Concho common stock was $149.66. Withholding for the payment of tax liabilities in connection with the vesting of restricted stock awards was effectuated following conversion into shares of Concho common stock.
F3: Mr. Grimm is a manager of the general partner of Grimm Family Limited Partnership and therefore may be deemed to indirectly beneficially own these securities. Mr. Grimm disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 28, 2017 Filed May 2, 2017 18:56 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantCommon Units | 40,656 | $35.61 | $1,447,760.16 |
DisclosureSEC source: 0001209191-17-029390 · doc4.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,656 Read SEC document |
| April 28, 2017 Filed May 19, 2017 17:46 UTC Amendment | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantRestricted Units | 12,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034027 · doc4a.xml · nonDerivative · entry 2 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,455 F2 · shares: Due to a clerical error, the Form 4 filed on May 2, 2017 set forth an incorrect price of restricted units acquired by the reporting person. This Form 4/A corrects the error and presents the correct price of the restricted units acquired and beneficially owned by the reporting person. Read SEC document |
| April 28, 2017 Filed May 19, 2017 17:46 UTC Amendment | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantCommon Units | 52,178 | $35.61 | $1,858,058.58 |
DisclosureSEC source: 0001209191-17-034027 · doc4a.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,178 F1 · shares: Due to a clerical error, the Form 4 filed on May 2, 2017 set forth an incorrect number of common units acquired by the reporting person. This Form 4/A corrects the error and presents the correct number of common units acquired and beneficially owned by the reporting person. F1 · balance_after: Due to a clerical error, the Form 4 filed on May 2, 2017 set forth an incorrect number of common units acquired by the reporting person. This Form 4/A corrects the error and presents the correct number of common units acquired and beneficially owned by the reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:51 UTC | RSP Permian, Inc. RSPP · Entity 164859 | Tax withholdingCommon Stock | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000076 · wf-form4_148858506261365.xml · nonDerivative · entry 2 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,218 F1 · kind: Withheld for the payment of tax liabilities in connection with the vesting of a restricted stock grant issued in accordance with Rule 16b-3. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:51 UTC | RSP Permian, Inc. RSPP · Entity 164859 | Tax withholdingCommon Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000076 · wf-form4_148858506261365.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,862 F1 · kind: Withheld for the payment of tax liabilities in connection with the vesting of a restricted stock grant issued in accordance with Rule 16b-3. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:56 UTC | RSP Permian, Inc. RSPP · Entity 164859 | GrantCommon Stock | 4,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000066 · wf-form4_148832259729445.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,222 F1 · kind: Restricted stock grant that will vest on February 24, 2018. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 17:53 UTC | RSP Permian, Inc. RSPP · Entity 164859 | Tax withholdingCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000028 · wf-form4_148711282000610.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,459 F1 · kind: Withheld for the payment of tax liabilities in connection with the vesting of a restricted stock grant issued in accordance with Rule 16b-3. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 18:33 UTC | RSP Permian, Inc. RSPP · Entity 164859 | Tax withholdingCommon Stock | 8,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000010 · wf-form4_148374558835386.xml · nonDerivative · entry 2 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,614 F2 · kind: Withheld for the payment of tax liabilities in connection with the vesting of a restricted stock grant issued in accordance with Rule 16b-3. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 18:33 UTC | RSP Permian, Inc. RSPP · Entity 164859 | GrantCommon Stock | 28,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001588216-17-000010 · wf-form4_148374558835386.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,528 F1 · kind: These securities are performance based restricted stock awards issued under the issuer's 2014 Long Term Incentive Plan. All of these performance based restricted shares vested after the time-based vesting schedule was met on December 31, 2016 and upon certification by the issuer's Compensation Committee of attainment of the applicable performance conditions and adjustment of the target number of shares on January 4, 2017. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:04 UTC | Energy Transfer, LP ETP · Entity 176600 | GrantCommon Units | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002209 · doc4.xml · nonDerivative · entry 3 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,742 F2 · shares: An award of restricted common units granted under the Second Amended and Restated 2008 Long-Term Incentive Plan that will vest 60% on January 2, 2020 and 40% on January 2, 2022 contingent upon the reporting person's continued service as a director on each applicable vesting date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:04 UTC | Energy Transfer, LP ETP · Entity 176600 | GrantCommon Units | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002209 · doc4.xml · nonDerivative · entry 2 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,962 F1 · shares: Vesting of restricted common units originally issued under the 2008 Long-Term Incentive Plan, as amended. Read SEC document |
| December 08, 2016 Filed Jan 5, 2017 17:04 UTC | Energy Transfer, LP ETP · Entity 176600 | GiftCommon Units | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002209 · doc4.xml · nonDerivative · entry 1 Grimm Michael K · CIK 0001349124 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,885 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.