Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APA CorpAPA · Entity 3342 | Exec. VP, Operations | February 05, 2025 | February 07, 2025 |
| APACHE CORPAPA · Entity 92860 | Exec VP - Operations | February 01, 2021 | February 02, 2021 |
| Kinetik Holdings Inc.ALTM · Entity 2202 | Director · CEO | February 01, 2022 | February 02, 2022 |
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.
APA Corp
Report date February 05, 2025 · Filed February 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,839 |
Ending reported balance
After 2025-02-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-05 · Exercise / conversion · Acquired 32,445 · Balance 96,284 F1: RSU vesting under 2022 Performance Program under 2016 Omnibus Equity Compensation Plan to be settled in cash only. Row 2 · 2025-02-05 · Disposition to issuer · Disposed 32,445 · Balance 63,839 F2: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. |
| Restricted Stock / UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 117,581 |
Reported balance
After 2025-02-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-05 · Grant · Acquired 64,889 · Balance 117,581 F3: With tandem tax withholding right. F2: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. F4: 2022 Performance Program under 2016 Omnibus Equity Compensation Plan with performance period ended 12/31/2024. Final number of RSUs determined on 02/05/2025. |
| Restricted Stock / UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 85,136 |
Reported balance
After 2025-02-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-05 · Exercise / conversion · Disposed 32,445 · Balance 85,136 F3: With tandem tax withholding right. F2: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. F1: RSU vesting under 2022 Performance Program under 2016 Omnibus Equity Compensation Plan to be settled in cash only. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU vesting under 2022 Performance Program under 2016 Omnibus Equity Compensation Plan to be settled in cash only.
F2: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash.
F3: With tandem tax withholding right.
F4: 2022 Performance Program under 2016 Omnibus Equity Compensation Plan with performance period ended 12/31/2024. Final number of RSUs determined on 02/05/2025.
APACHE CORP
Report date February 01, 2021 · Filed February 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,932 |
Reported balance
After 2021-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-01 · Exercise / conversion · Acquired 3,503 · Balance 13,932 F1: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. |
| Common StockSEC Table I · non-derivative | Direct | 10,429 |
Reported balance
After 2021-02-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-01 · Disposition to issuer · Disposed 3,503 · Balance 10,429 F1: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. |
| Common StockSEC Table I · non-derivative | Direct | 15,684 |
Reported balance
After 2021-02-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-02-01 · Exercise / conversion · Acquired 5,255 · Balance 15,684 F2: Vesting on 02/01/2021 of restricted stock units under the employer plan. Vesting occurs ratably over three years. |
| Common StockSEC Table I · non-derivative | Direct | 13,616 |
Reported balance
After 2021-02-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2021-02-01 · Tax withholding · Disposed 2,068 · Balance 13,616 F3: Shares withheld to cover required tax withholding on vesting of restricted stock. F4: Table does not reflect vesting on 02/01/2021 of 5,834 performance restricted stock units granted under the employer plan and tied solely to Altus Midstream Company's Class A common stock price. The restricted stock units can be settled only in cash and vesting occurs ratably over three years. |
| Restricted Stock / UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 83,809 |
Reported balance
After 2021-02-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-02-01 · Exercise / conversion · Disposed 3,503 · Balance 83,809 F5: With tandem tax withholding right. F1: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. F6: Vesting on 02/01/2021 of cash-based restricted stock units under employer plan. Vesting occurs ratably over three years. |
| Restricted Stock / UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 78,554 |
Reported balance
After 2021-02-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-02-01 · Exercise / conversion · Disposed 5,255 · Balance 78,554 F5: With tandem tax withholding right. F7: One share of Apache common stock for each restricted stock unit. F2: Vesting on 02/01/2021 of restricted stock units under the employer plan. Vesting occurs ratably over three years. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash.
F2: Vesting on 02/01/2021 of restricted stock units under the employer plan. Vesting occurs ratably over three years.
F3: Shares withheld to cover required tax withholding on vesting of restricted stock.
F4: Table does not reflect vesting on 02/01/2021 of 5,834 performance restricted stock units granted under the employer plan and tied solely to Altus Midstream Company's Class A common stock price. The restricted stock units can be settled only in cash and vesting occurs ratably over three years.
F5: With tandem tax withholding right.
F6: Vesting on 02/01/2021 of cash-based restricted stock units under employer plan. Vesting occurs ratably over three years.
F7: One share of Apache common stock for each restricted stock unit.
Kinetik Holdings Inc.
Report date February 01, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 24,970 |
Reported balance
After 2022-02-01 transaction · row 1
1 source rowRow 1 · 2022-02-01 · Purchase · Acquired 200 · Balance 24,970 |
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 01, 2020 Filed Feb 4, 2020 18:52 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001357400-20-000044 · f4forbdc.xml · nonDerivative · entry 3 Bretches D. Clay · CIK 0001765173 · Exec VP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 · kind: Vesting on 02/01/2020 of restricted stock units under the employer plan. Vesting occurs ratably over three years. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 18:52 UTC | APACHE CORP APA · Entity 92860 | Disposition to issuerCommon Stock | 2,390 | $27.44 | $65,581.60 |
DisclosureSEC source: 0001357400-20-000044 · f4forbdc.xml · nonDerivative · entry 2 Bretches D. Clay · CIK 0001765173 · Exec VP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 18:52 UTC | APACHE CORP APA · Entity 92860 | Exercise / conversionCommon Stock | 2,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001357400-20-000044 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Exec VP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,390 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 · price: Each restricted stock unit is the economic equivalent of one share of the Issuer's common stock and can only be settled in cash. Read SEC document |
| January 03, 2020 Filed Jan 3, 2020 18:26 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 10,510 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-20-000015 · f4forbdc.xml · derivative · entry 2 Bretches D. Clay · CIK 0001765173 · Exec VP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,275 Underlying: Common Stock · 10,510 shares Expires not disclosed F1 · security: With tandem tax withholding right. F2 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F4 · derivative.exercise_date: Restricted stock units granted on 01/03/2020 under employer plan. The units vest ratably over three years and may only be paid in cash. F4 · derivative.expiration_date: Restricted stock units granted on 01/03/2020 under employer plan. The units vest ratably over three years and may only be paid in cash. Read SEC document |
| January 03, 2020 Filed Jan 3, 2020 18:26 UTC | APACHE CORP APA · Entity 92860 | GrantRestricted Stock / Units · Derivative | 15,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001357400-20-000015 · f4forbdc.xml · derivative · entry 1 Bretches D. Clay · CIK 0001765173 · Exec VP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,765 Underlying: Common Stock · 15,765 shares Expires not disclosed F1 · security: With tandem tax withholding right. F2 · derivative.exercise_price: One share of Apache common stock for each restricted stock unit. F3 · derivative.exercise_date: Restricted stock units granted 01/03/2020 under employer plan. The units vest ratably over three years. F3 · derivative.expiration_date: Restricted stock units granted 01/03/2020 under employer plan. The units vest ratably over three years. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 16:52 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 20,000 | $1.69 | $33,800.00 |
DisclosureSEC source: 0001357400-19-000145 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Read SEC document |
| November 06, 2019 Filed Nov 6, 2019 22:34 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 20,000 | $2.19 | $43,800.00 |
DisclosureSEC source: 0001357400-19-000143 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Read SEC document |
| August 26, 2019 Filed Aug 26, 2019 21:17 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 20,000 | $2.36 | $47,200.00 |
DisclosureSEC source: 0001357400-19-000130 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 9,445 | $2.59 | $24,453.11 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 6 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 1,655 | $2.58 | $4,269.90 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 5 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,555 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 8,000 | $2.58 | $20,639.20 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 4 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,900 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 5,500 | $2.58 | $14,187.25 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 3 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,900 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 200 | $2.57 | $514.00 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 2 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,400 Read SEC document |
| August 14, 2019 Filed Aug 15, 2019 19:26 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 200 | $2.57 | $513.00 |
DisclosureSEC source: 0001357400-19-000117 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,200 Read SEC document |
| June 27, 2019 Filed Jun 27, 2019 17:35 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 15,000 | $3.64 | $54,600.00 |
DisclosureSEC source: 0001357400-19-000102 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 19:24 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 20,000 | $3.65 | $73,000.00 |
DisclosureSEC source: 0001357400-19-000103 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 15:00 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 10,000 | $4.20 | $42,000.00 |
DisclosureSEC source: 0001357400-19-000101 · f4forbdc.xml · nonDerivative · entry 2 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 15:00 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 10,000 | $4.23 | $42,300.00 |
DisclosureSEC source: 0001357400-19-000101 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| May 21, 2019 Filed May 23, 2019 21:08 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 15,700 | $5.20 | $81,640.00 |
DisclosureSEC source: 0001357400-19-000085 · f4forbdc.xml · nonDerivative · entry 2 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| May 16, 2019 Filed May 23, 2019 21:08 UTC | Kinetik Holdings Inc. ALTM · Entity 2202 | PurchaseClass A Common Stock | 4,300 | $5.20 | $22,360.00 |
DisclosureSEC source: 0001357400-19-000085 · f4forbdc.xml · nonDerivative · entry 1 Bretches D. Clay · CIK 0001765173 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 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.