Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LSB INDUSTRIES, INC.LXU · Entity 5122 | Director | May 15, 2025 | May 20, 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.
LSB INDUSTRIES, INC.
Report date May 15, 2025 · Filed May 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,635 |
Reported balance
After 2025-05-15 transaction · row 1
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 16,760 · Balance 60,635 F1: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2025 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive on share of common stock of LXU which, following the May 15, 2025 grant date, shall be nonforfeitable. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2025 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive on share of common stock of LXU which, following the May 15, 2025 grant date, shall be nonforfeitable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHX MINERALS INC.
Report date June 04, 2025 · Filed June 23, 2025
Section 16 reporting ended · disclosed 2025-06-23. 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 2025-06-23 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-06-04 · Grant · Acquired 478 · Balance 224,338 F1: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the PHX Minerals Inc. Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan"). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the Issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the Issuer. Row 2 · 2025-06-23 · Grant · Acquired 3,183 · Balance 227,521 F2: Represents Deferred Stock Units credited to the reporting person's account in lieu of cash for director's fees pursuant to the Director Deferred Compensation Plan. Row 3 · 2025-06-23 · Other · Disposed 155,645 · Balance 71,876 F3: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F4: Represents shares of common stock tendered to Merger Sub pursuant to the Offer. Row 4 · 2025-06-23 · Disposition to issuer · Disposed 71,876 · Balance 0 F3: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F5: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the restricted shares held by the reporting person vested in full became free of restrictions and were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. F6: Includes 55,338 Deferred Stock Units previously credited to the reporting person's account pursuant to the Director Deferred Compensation Plan. Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the Deferred Stock Units held by the reporting person were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the PHX Minerals Inc. Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan"). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the Issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the Issuer.
F2: Represents Deferred Stock Units credited to the reporting person's account in lieu of cash for director's fees pursuant to the Director Deferred Compensation Plan.
F3: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent.
F4: Represents shares of common stock tendered to Merger Sub pursuant to the Offer.
F5: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the restricted shares held by the reporting person vested in full became free of restrictions and were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding.
F6: Includes 55,338 Deferred Stock Units previously credited to the reporting person's account pursuant to the Director Deferred Compensation Plan. Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the Deferred Stock Units held by the reporting person were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding.
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 |
|---|---|---|---|---|---|---|
| June 23, 2025 Filed Jun 23, 2025 20:38 UTC | PHX MINERALS INC. PHX · Entity 77308 | Disposition to issuerCommon Stock | 71,876 | $4.35 | $312,660.60 |
DisclosureSEC source: 0001104659-25-061839 · tm2518712-3_4seq1.xml · nonDerivative · entry 4 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · date: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F5 · shares: Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the restricted shares held by the reporting person vested in full became free of restrictions and were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. F6 · shares: Includes 55,338 Deferred Stock Units previously credited to the reporting person's account pursuant to the Director Deferred Compensation Plan. Pursuant to the Merger Agreement, immediately prior to the effective time of the Merger, all of the Deferred Stock Units held by the reporting person were automatically cancelled and converted into the right to receive an amount in cash equal to $4.35 per share, without interest and subject to applicable tax withholding. Read SEC document |
| June 23, 2025 Filed Jun 23, 2025 20:38 UTC | PHX MINERALS INC. PHX · Entity 77308 | OtherCommon Stock | 155,645 | $4.35 | $677,055.75 |
DisclosureSEC source: 0001104659-25-061839 · tm2518712-3_4seq1.xml · nonDerivative · entry 3 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,876 F3 · date: On May 8, 2025, PHX Minerals Inc. (the "Issuer") entered into an Agreement and Plan of Merger with the WhiteHawk Acquisition, Inc., a Delaware corporation (the "Parent"), and WhiteHawk Merger Sub, Inc., a Delaware corporation (the "Merger Sub") and a wholly owned subsidiary of Parent (the "Merger Agreement"). On June 23, 2025, Merger Sub completed a tender offer (the "Offer") pursuant to the terms of the Merger Agreement for the outstanding shares of common stock of the Issuer for an offer price of $4.35 per share, without interest and subject to applicable tax withholding (the "Offer Price"). Thereafter, Merger Sub merged with and into the Issuer (the "Merger") pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Issuer being the surviving corporation and becoming a wholly owned subsidiary of the Parent. F4 · shares: Represents shares of common stock tendered to Merger Sub pursuant to the Offer. Read SEC document |
| June 23, 2025 Filed Jun 23, 2025 20:38 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 3,183 | $4.35 | $13,846.05 |
DisclosureSEC source: 0001104659-25-061839 · tm2518712-3_4seq1.xml · nonDerivative · entry 2 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,521 F2 · shares: Represents Deferred Stock Units credited to the reporting person's account in lieu of cash for director's fees pursuant to the Director Deferred Compensation Plan. Read SEC document |
| June 04, 2025 Filed Jun 23, 2025 20:38 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 478 | $4.32 | $2,064.96 |
DisclosureSEC source: 0001104659-25-061839 · tm2518712-3_4seq1.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,338 F1 · shares: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the PHX Minerals Inc. Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan"). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the Issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the Issuer. Read SEC document |
| May 15, 2025 Filed May 20, 2025 20:30 UTC | LSB INDUSTRIES, INC. LXU · Entity 5122 | GrantCommon Stock | 16,760 | $7.16 | $120,001.60 |
DisclosureSEC source: 0000950170-25-075227 · ownership.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,635 F1 · shares: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2025 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive on share of common stock of LXU which, following the May 15, 2025 grant date, shall be nonforfeitable. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 15:44 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 3,797 | $3.95 | $14,998.15 |
DisclosureSEC source: 0000950170-25-048428 · ownership.xml · nonDerivative · entry 2 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,860 F2 · shares: Represents Deferred Stock Units credited to the reporting person's account in lieu of cash for director's fees pursuant to the Director Deferred Compensation Plan. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 15:44 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 474 | $4.00 | $1,896.00 |
DisclosureSEC source: 0000950170-25-048428 · ownership.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,063 F1 · shares: Represents Deferred Stock Units credited to the reporting person's account as a result of the reinvestment of dividends on the Deferred Stock Units previously credited to the reporting person's account pursuant to the issuer's Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan'). Each Deferred Stock Unit is the economic equivalent of one share of common stock of the issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the issuer. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 15:42 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 3,750 | $4.00 | $15,000.00 |
DisclosureSEC source: 0000950170-25-000354 · ownership.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,589 F1 · shares: Represents Deferred Stock Units credited to the reporting person's account for director's fees pursuant to the issuer's Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan") in lieu of cash. Each Deferred Stock Unit is the economic equivalent of one share of common stock of the issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the issuer. F1 · price: Represents Deferred Stock Units credited to the reporting person's account for director's fees pursuant to the issuer's Deferred Compensation Plan for Non-Employee Directors (the "Director Deferred Compensation Plan") in lieu of cash. Each Deferred Stock Unit is the economic equivalent of one share of common stock of the issuer. The Deferred Stock Units become payable solely in common stock upon the reporting person's termination of service as a director or death or upon the effectiveness of a change of control of the issuer. F2 · balance_after: Total number of shares of common stock beneficially owned includes (i) the Deferred Stock Units credited to the reporting person as reported on this Form 4 and (ii) an aggregate 43,655 additional Deferred Stock Units that have not been previously reported, which were credited to the reporting person's account on a quarterly basis at the then-current stock price pursuant to the Director Deferred Compensation Plan subsequent to the reporting person becoming a director in 2022 and the reinvestment of dividends on the Deferred Stock Units when declared by the issuer. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 17:09 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 16,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137349 · ownership.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,184 F1 · kind: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest in December of 2025. F1 · shares: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest in December of 2025. F1 · price: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest in December of 2025. F1 · acquired: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest in December of 2025. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| May 24, 2024 Filed May 29, 2024 20:33 UTC | LSB INDUSTRIES, INC. LXU · Entity 5122 | GrantCommon Stock | 10,825 | $9.70 | $105,002.50 |
DisclosureSEC source: 0000950170-24-065978 · ownership.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,875 F1 · shares: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2016 Long Term Incentive Plan, as amended. Each Restricted Stock Unit represents a right to receive one share of common stock of LXU which, following the May 24, 2024 grant date, shall be nonforfeitable. Read SEC document |
| December 28, 2023 Filed Dec 28, 2023 15:16 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 19,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059879 · doc4.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,645 F1 · kind: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · shares: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · price: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · acquired: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| May 12, 2023 Filed May 16, 2023 22:18 UTC | LSB INDUSTRIES, INC. LXU · Entity 5122 | GrantCommon Stock | 11,564 | $9.08 | $105,001.12 |
DisclosureSEC source: 0001140361-23-025108 · form4.xml · nonDerivative · entry 2 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,050 F2 · shares: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2016 Long Term Incentive Plan, as amended. Each Restricted Stock Unit represents a right to receive one share of common stock of LXU which, following the May 12, 2023 grant date, shall be nonforfeitable. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 11:24 UTC | PHX MINERALS INC. PHX · Entity 77308 | GrantCommon Stock | 15,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025315 · doc4.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,161 F1 · kind: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · shares: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · price: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F1 · acquired: Represents the number of shares of restricted stock granted under the PHX Minerals Inc. Amended and Restated 2021 Long-Term Incentive Plan, which shares will vest at the end of the calendar year. F2 · balance_after: Total number of shares includes restricted shares with vesting based on elapsed time. Read SEC document |
| May 13, 2022 Filed May 16, 2023 22:18 UTC | LSB INDUSTRIES, INC. LXU · Entity 5122 | GrantCommon Stock | 4,770 | $17.82 | $85,001.40 |
DisclosureSEC source: 0001140361-23-025108 · form4.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,486 F1 · shares: Vesting of RSUs granted on May 17, 2022 but not previously reported. Read SEC document |
| May 17, 2021 Filed May 20, 2021 19:29 UTC | LSB INDUSTRIES, INC. LXU · Entity 5122 | GrantCommon Stock | 12,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-010778 · doc1.xml · nonDerivative · entry 1 Packebush Steven L · CIK 0001812608 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,859 F1 · shares: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2016 Long Term Incentive Plan, as amended. Each Restricted Stock Unit represents a right to receive one share of common stock of LXU which, following the May 17, 2021 grant date, shall be nonforfeitable. The Restricted Stock Units will be settled in common stock of LXU within thirty days following the earliest to occur of: (i) the director's separation from service, (ii) the anniversary of the grant date, and (iii) the occurrence of a change of control. 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.