Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kinetik Holdings Inc.ALTM · Entity 2202 | Director | December 17, 2018 | December 19, 2018 |
| Western Midstream Partners, LPWES · Entity 3258 | SVP & Chief Commercial Officer | February 12, 2025 | February 14, 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.
Kinetik Holdings Inc.
Report date December 17, 2018 · Filed December 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2018-12-17 transaction · row 1
1 source rowRow 1 · 2018-12-17 · Other · Acquired 25,000 · Balance 25,000 F1: Pro rata distribution of Class A Common Stock from Altus SPAC Investments, LLC to its members. |
Filing footnotes · ownership attribution and instrument terms
F1: Pro rata distribution of Class A Common Stock from Altus SPAC Investments, LLC to its members.
Western Midstream Partners, LP
Report date February 12, 2025 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 149,714.873 |
Ending reported balance
After 2025-02-12 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-02-12 · Exercise / conversion · Acquired 5,781 · Balance 136,405.873 Row 2 · 2025-02-12 · Tax withholding · Disposed 2,313 · Balance 134,092.873 Row 3 · 2025-02-12 · Exercise / conversion · Acquired 10,819 · Balance 144,911.873 Row 4 · 2025-02-12 · Tax withholding · Disposed 4,258 · Balance 140,653.873 Row 5 · 2025-02-12 · Exercise / conversion · Acquired 14,940 · Balance 155,593.873 Row 6 · 2025-02-12 · Tax withholding · Disposed 5,879 · Balance 149,714.873 |
| 2022 Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-12 · Exercise / conversion · Disposed 5,781 · Balance 0 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit F2: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. |
| 2023 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 10,819 |
Reported balance
After 2025-02-12 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-12 · Exercise / conversion · Disposed 10,819 · Balance 10,819 F3: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F4: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2024 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 29,879 |
Reported balance
After 2025-02-12 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-02-12 · Exercise / conversion · Disposed 14,940 · Balance 29,879 F3: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F4: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2022 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2025-02-12 | Direct | 8,671 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 8,671 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2022 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2025-02-12 | Direct | 8,671 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 8,671 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2023 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 16,228 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 16,228 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2023 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 16,228 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 16,228 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 22,409 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 22,409 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 22,409 |
Reported balance
Holding disclosure · report date 2025-02-12 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 22,409 F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit
F2: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units.
F3: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit.
F4: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis.
F5: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period.
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 |
|---|---|---|---|---|---|---|
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2024 Phantom Units · Derivative | 14,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · derivative · entry 9 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,879 Underlying: Common Units representing limited partner interests · 14,940 shares Expires 2027-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F4 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2023 Phantom Units · Derivative | 10,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · derivative · entry 8 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,819 Underlying: Common Units representing limited partner interests · 10,819 shares Expires 2026-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F4 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2022 Phantom Units · Derivative | 5,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · derivative · entry 7 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 5,781 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit F2 · derivative.exercise_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. F2 · derivative.expiration_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 5,879 | $39.87 | $234,395.73 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 6 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,714.873 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 14,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 5 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,593.873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 4,258 | $39.87 | $169,766.46 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 4 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,653.873 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 10,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 3 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,911.873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,313 | $39.87 | $92,219.31 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 2 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,092.873 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:10 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 5,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-25-000009 · wk-form4_1739567440.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,405.873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:02 UTC | Western Midstream Partners, LP WES · Entity 3258 | PurchaseCommon Units representing limited partner interests | 1,353.873 | $37.25 | $50,430.42 |
DisclosureSEC source: 0001423902-24-000040 · wk-form4_1715889711.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,624.873 F1 · shares: Units acquired under WES's distribution reinvestment plan. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Performance Unit - TUR · Derivative | 22,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 18 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,409 Underlying: Common Units representing limited partner interests · 22,409 shares Expires 2027-02-12 F5 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Performance Unit - ROA · Derivative | 22,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 17 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,409 Underlying: Common Units representing limited partner interests · 22,409 shares Expires 2027-02-12 F5 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Phantom Units · Derivative | 44,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 16 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,819 Underlying: Common Units representing limited partner interests · 44,819 shares Expires 2027-02-12 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Performance Unit - TUR · Derivative | 33,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 15 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 33,060 shares Expires 2024-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Performance Unit - ROA · Derivative | 38,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 14 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 38,196 shares Expires 2024-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 13,010 | $27.89 | $362,848.90 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 10 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,271 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 33,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 9 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,281 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 15,031 | $27.89 | $419,214.59 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 8 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,221 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 38,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 7 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2023 Phantom Units · Derivative | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 13 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,638 Underlying: Common Units representing limited partner interests · 10,818 shares Expires 2026-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2022 Phantom Units · Derivative | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 12 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,781 Underlying: Common Units representing limited partner interests · 5,780 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit F4 · derivative.exercise_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. F4 · derivative.expiration_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Phantom Units · Derivative | 7,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · derivative · entry 11 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 7,347 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. F2 · derivative.expiration_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 4,257 | $28.50 | $121,324.50 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 6 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,056 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 5 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,313 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,275 | $28.50 | $64,837.50 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 4 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,495 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 3 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,770 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,994 | $28.50 | $85,329.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 2 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,990 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 7,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000010 · wk-form4_1707953455.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,984 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2023 Performance Unit - ROA · Derivative | 16,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 12 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,228 Underlying: Common Units representing limited partner interests · 16,228 shares Expires 2026-02-12 F6 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2023 Performance Unit - TUR · Derivative | 16,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 11 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,228 Underlying: Common Units representing limited partner interests · 16,228 shares Expires 2026-02-12 F6 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2023 Phantom Units · Derivative | 32,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 10 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,456 Underlying: Common Units representing limited partner interests · 32,456 shares Expires 2026-02-12 F2 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F3 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2020 Performance Unit - ROA · Derivative | 17,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · derivative · entry 8 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 17,839 shares Expires 2023-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2020 Performance Unit - TUR · Derivative | 16,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · derivative · entry 7 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 16,386 shares Expires 2023-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 7,020 | $28.50 | $200,070.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 6 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,637 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 17,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 5 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,657 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 6,448 | $28.50 | $183,768.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 4 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,818 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 16,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 3 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,266 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 239 | $28.28 | $6,758.92 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 2 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,880 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:43 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000015 · wf-form4_167649736956223.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,119 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2022 Phantom Units · Derivative | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 9 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,561 Underlying: Common Units representing limited partner interests · 5,780 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, entitled to receive a common unit F5 · derivative.exercise_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. F5 · derivative.expiration_date: The phantom units vest in three annual installments beginning one year after the date of grant, and will pay distribution equivalent rights prior to vesting in the form of WES Common Units. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Phantom Units · Derivative | 7,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 8 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,347 Underlying: Common Units representing limited partner interests · 7,347 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F3 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. F3 · derivative.expiration_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2020 Phantom Units · Derivative | 12,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · derivative · entry 7 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 12,485 shares Expires 2023-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. This Phantom Unit award vests ratably on 2/12/21, 2/12/22 and 2/12/23. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,274 | $28.26 | $64,263.24 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 6 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,512 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 5 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,786 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,891 | $28.26 | $81,699.66 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 4 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,006 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 7,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 3 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,897 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 5,077 | $28.26 | $143,476.02 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 2 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,550 Read SEC document |
| February 12, 2023 Filed Feb 15, 2023 00:31 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 12,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-23-000009 · wf-form4_167642109137633.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,627 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:56 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 241 | $28.01 | $6,750.41 |
DisclosureSEC source: 0001423902-22-000041 · wf-form4_166863576548171.xml · nonDerivative · entry 2 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,142 Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:56 UTC | Western Midstream Partners, LP WES · Entity 3258 | GrantCommon Units representing limited partner interests | 613 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-22-000041 · wf-form4_166863576548171.xml · nonDerivative · entry 1 Bourne Robert W. · CIK 0001627376 · SVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,383 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.