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BALLSCHMIEDE RONALD A

Disclosed activity across 3 companies

Tapewire entity
75811
SEC CIK
0001366918

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
STERLING INFRASTRUCTURE, INC.STRL · Entity 3384EVPSeptember 02, 2025September 04, 2025

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.

STERLING INFRASTRUCTURE, INC.

Report date September 02, 2025 · Filed September 04, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect258,332 Reported balance After 2025-09-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2025-09-02 · Grant · Acquired 1,674 · Balance 258,332

F1: Represents the grant of time-vested restricted stock units that will vest in one-third increments on each of December 31, 2025, and the next two anniversaries thereof, provided the service conditions are satisfied.

F2: Of these shares, 8,862 shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

Filing footnotes · ownership attribution and instrument terms

F1: Represents the grant of time-vested restricted stock units that will vest in one-third increments on each of December 31, 2025, and the next two anniversaries thereof, provided the service conditions are satisfied.

F2: Of these shares, 8,862 shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Rose Rock Midstream, L.P.

Report date September 30, 2016 · Filed September 30, 2016

Section 16 reporting ended · disclosed 2016-09-30. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Units representing limited partner interestsSEC Table I · non-derivativeDirect0 Reported balance After 2016-09-30 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2016-09-30 · Disposition to issuer · Disposed 4,840 · Balance 0

F1: On September 30, 2016, pursuant to an Agreement and Plan of Merger entered into by Rose Rock Midstream, L.P. ("RRMS"), Rose Rock Midstream GP, LLC, SemGroup Corporation ("SemGroup"), and PBMS, LLC, each outstanding common unit representing limited partner interests in RRMS (each a "Common Unit") held by the Reporting Person converted into 0.8136 shares of validly issued, fully paid and non-assessable SemGroup Class A common stock, par value $0.01 per share.

F2: Giving effect to the Common Unit Exchange the Reporting Person no longer owns, directly or indirectly, any RRMS Common Units.

Filing footnotes · ownership attribution and instrument terms

F1: On September 30, 2016, pursuant to an Agreement and Plan of Merger entered into by Rose Rock Midstream, L.P. ("RRMS"), Rose Rock Midstream GP, LLC, SemGroup Corporation ("SemGroup"), and PBMS, LLC, each outstanding common unit representing limited partner interests in RRMS (each a "Common Unit") held by the Reporting Person converted into 0.8136 shares of validly issued, fully paid and non-assessable SemGroup Class A common stock, par value $0.01 per share.

F2: Giving effect to the Common Unit Exchange the Reporting Person no longer owns, directly or indirectly, any RRMS Common Units.

SemGroup Corp

Report date December 05, 2019 · Filed December 06, 2019

Section 16 reporting ended · disclosed 2019-12-06. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectGRAT0 Reported balance After 2019-12-05 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2019-12-05 · Disposition to issuer · Disposed 12,008 · Balance 0

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of September 15, 2019, by and among SemGroup Corporation ("SemGroup"), Energy Transfer LP ("Energy Transfer"), and Nautilus Merger Sub LLC ("Merger Sub"), on December 5, 2019, Merger Sub merged with and into SemGroup (the "Merger"), with SemGroup surviving the Merger as a direct wholly owned subsidiary of Energy Transfer. Each outstanding share of SemGroup's Class A Common Stock, par value $0.01 per share(the "SemGroup Common Stock") held by the Reporting Person immediately prior to the effective time of the Merger automatically converted into 0.7275 shares of common units representing limited partner interests in Energy Transfer (the "Exchange").

F2: As a result of the Exchange, the Reporting Person no longer owns, directly or indirectly, any shares of SemGroup Common Stock.

F3: Shares indirectly owned by the RAB GRAT 2016-1 grantor annuity trust ("GRAT"). The reporting person is the sole trustee and sole annuitant of the GRAT

Common STockSEC Table I · non-derivativeDirect0 Reported balance After 2019-12-05 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2019-12-05 · Disposition to issuer · Disposed 31,197 · Balance 0

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of September 15, 2019, by and among SemGroup Corporation ("SemGroup"), Energy Transfer LP ("Energy Transfer"), and Nautilus Merger Sub LLC ("Merger Sub"), on December 5, 2019, Merger Sub merged with and into SemGroup (the "Merger"), with SemGroup surviving the Merger as a direct wholly owned subsidiary of Energy Transfer. Each outstanding share of SemGroup's Class A Common Stock, par value $0.01 per share(the "SemGroup Common Stock") held by the Reporting Person immediately prior to the effective time of the Merger automatically converted into 0.7275 shares of common units representing limited partner interests in Energy Transfer (the "Exchange").

F2: As a result of the Exchange, the Reporting Person no longer owns, directly or indirectly, any shares of SemGroup Common Stock.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of September 15, 2019, by and among SemGroup Corporation ("SemGroup"), Energy Transfer LP ("Energy Transfer"), and Nautilus Merger Sub LLC ("Merger Sub"), on December 5, 2019, Merger Sub merged with and into SemGroup (the "Merger"), with SemGroup surviving the Merger as a direct wholly owned subsidiary of Energy Transfer. Each outstanding share of SemGroup's Class A Common Stock, par value $0.01 per share(the "SemGroup Common Stock") held by the Reporting Person immediately prior to the effective time of the Merger automatically converted into 0.7275 shares of common units representing limited partner interests in Energy Transfer (the "Exchange").

F2: As a result of the Exchange, the Reporting Person no longer owns, directly or indirectly, any shares of SemGroup Common Stock.

F3: Shares indirectly owned by the RAB GRAT 2016-1 grantor annuity trust ("GRAT"). The reporting person is the sole trustee and sole annuitant of the GRAT

Transaction history

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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
September 30, 2016 Filed Sep 30, 2016 16:03 UTC Rose Rock Midstream, L.P. RRMS · Entity 181962 Disposition to issuerCommon Units representing limited partner interests 4,840 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-143275 · doc4.xml · nonDerivative · entry 1

BALLSCHMIEDE RONALD A · CIK 0001366918 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: On September 30, 2016, pursuant to an Agreement and Plan of Merger entered into by Rose Rock Midstream, L.P. ("RRMS"), Rose Rock Midstream GP, LLC, SemGroup Corporation ("SemGroup"), and PBMS, LLC, each outstanding common unit representing limited partner interests in RRMS (each a "Common Unit") held by the Reporting Person converted into 0.8136 shares of validly issued, fully paid and non-assessable SemGroup Class A common stock, par value $0.01 per share.

F1 · price: On September 30, 2016, pursuant to an Agreement and Plan of Merger entered into by Rose Rock Midstream, L.P. ("RRMS"), Rose Rock Midstream GP, LLC, SemGroup Corporation ("SemGroup"), and PBMS, LLC, each outstanding common unit representing limited partner interests in RRMS (each a "Common Unit") held by the Reporting Person converted into 0.8136 shares of validly issued, fully paid and non-assessable SemGroup Class A common stock, par value $0.01 per share.

F2 · balance_after: Giving effect to the Common Unit Exchange the Reporting Person no longer owns, directly or indirectly, any RRMS Common Units.

Read SEC document
November 09, 2015 Filed Nov 16, 2016 17:15 UTC STERLING INFRASTRUCTURE, INC. STRL · Entity 3384 Tax withholdingCommon Stock 13,675 $7.11 $97,229.25
Disclosure

SEC source: 0001140361-16-086917 · doc1.xml · nonDerivative · entry 1

BALLSCHMIEDE RONALD A · CIK 0001366918 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,325

F1 · shares: These shares were part of a restricted stock award, a portion of which was released from restrictions on November 9, 2016. The shares were retained by the Company at the election of the Reporting Person pursuant to a procedure approved by the Compensation Committee of the Board of Directors to satisfy the Company's tax withholding requirements (based on the closing price of the Company's common stock on the release date) arising from the release of restrictions as permitted by the plan pursuant to which the restricted stock award was made.

F1 · price: These shares were part of a restricted stock award, a portion of which was released from restrictions on November 9, 2016. The shares were retained by the Company at the election of the Reporting Person pursuant to a procedure approved by the Compensation Committee of the Board of Directors to satisfy the Company's tax withholding requirements (based on the closing price of the Company's common stock on the release date) arising from the release of restrictions as permitted by the plan pursuant to which the restricted stock award was made.

F2 · balance_after: Of these shares,50,000 shares are subject to restrictions on their sale or other transfer and to forfeiture under certain circumstances.

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.