Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Summit Midstream CorpSMC · Entity 5504 | Director | March 14, 2025 | March 18, 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.
Summit Midstream Corp
Report date March 14, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,437 |
Reported balance
After 2025-03-14 transaction · row 1
1 source rowRow 1 · 2025-03-14 · Grant · Acquired 3,062 · Balance 22,437 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Summit Midstream Partners, LP
Report date August 01, 2024 · Filed August 02, 2024
Section 16 reporting ended · disclosed 2024-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 1
1 source rowRow 1 · 2024-08-01 · Disposition to issuer · Disposed 19,375 · Balance 0 F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation.
F2: After the Effective Time, the Reporting Person holds an aggregate 0 common units.
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 |
|---|---|---|---|---|---|---|
| March 14, 2025 Filed Mar 18, 2025 16:46 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0002024218-25-000030 · wk-form4_1742330759.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,437 Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:24 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | Disposition to issuerCommon Units (Limited Partner Interests) | 19,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001549922-24-000075 · wk-form4_1722648240.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director · See Remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2 · shares: After the Effective Time, the Reporting Person holds an aggregate 0 common units. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:41 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 19,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002024218-24-000019 · wk-form4_1722649295.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,375 F1 · kind: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. F2 · kind: Pursuant to Rule 12g-3(e), the Corporation is the successor issuer to the Partnership for purposes of Section 16. F3 · shares: Pursuant to the Merger, immediately prior to the Effective Time, all outstanding common units representing limited partner interests in the Partnership have been converted into the right to receive shares of Common Stock, par value $0.01 per share, of the Corporation. F1 · price: On August 1, 2024 (the "Effective Time"), in connection with the corporate reorganization of Summit Midstream Partners, LP (the "Partnership"), the Partnership converted from a master limited partnership to a C corporation (the "Corporate Reorganization") through the merger between the Partnership and Summit SMC NewCo, LLC ("Merger Sub"), a wholly-owned subsidiary of Summit Midstream Corporation (the "Corporation"), wherein Merger Sub merged with and into the Partnership (the "Merger"), with the Partnership surviving the Merger as a wholly-owned subsidiary of the Corporation. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 08:40 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001549922-24-000015 · wk-form4_1705930819.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director · See Remarks. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,375 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 12:39 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019526 · doc4.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,794 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 12:21 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 6,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019457 · doc4.xml · nonDerivative · entry 1 Oates Rommel M. · CIK 0001916097 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,444 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.