Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQT CorpEQT · Entity 3112 | Director | October 01, 2018 | October 03, 2018 |
| HF Sinclair CorpDINO · Entity 3289 | Director | November 08, 2023 | November 09, 2023 |
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.
EQT Corp
Report date October 01, 2018 · Filed October 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation | 1,464 |
Reported balance
After 2018-10-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-10-01 · Purchase · Acquired 480 · Balance 1,464 |
HF Sinclair Corp
Report date November 08, 2023 · Filed November 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,869 |
Reported balance
After 2023-11-08 transaction · row 1
1 source rowRow 1 · 2023-11-08 · Grant · Acquired 3,005 · Balance 7,869 F1: Restricted stock units granted under the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan. The restricted stock units are subject to restrictions that will lapse on December 1, 2024 (or on the first business day thereafter if such date falls on a weekend), provided the reporting person has served on the board of directors of the Issuer from the grant date until such vesting date. Unless settlement is deferred pursuant to the Issuer's deferred compensation arrangement for directors, the vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan. The restricted stock units are subject to restrictions that will lapse on December 1, 2024 (or on the first business day thereafter if such date falls on a weekend), provided the reporting person has served on the board of directors of the Issuer from the grant date until such vesting date. Unless settlement is deferred pursuant to the Issuer's deferred compensation arrangement for directors, the vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
8point3 Energy Partners LP
Report date June 19, 2018 · Filed June 21, 2018
Section 16 reporting ended · disclosed 2018-06-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Shares representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-19 transaction · row 1
1 source rowRow 1 · 2018-06-19 · Disposition to issuer · Disposed 17,462 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share. |
| Class A Shares representing limited partner interestsSEC Table I · non-derivative | IndirectBy Szydlowski Family Trust | 0 |
Reported balance
After 2018-06-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-06-19 · Disposition to issuer · Disposed 2,500 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share.
JP Energy Partners LP
Report date March 08, 2017 · Filed March 09, 2017
Section 16 reporting ended · disclosed 2017-03-09. 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 |
Ending reported balance
After 2017-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-08 · Exercise / conversion · Acquired 10,259 · Balance 13,092 F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively. Row 2 · 2017-03-08 · Disposition to issuer · Disposed 13,092 · Balance 0 F1: Converted into common units of American Midstream Partners, LP ("AMID") in connection with the merger of the issuer into a wholly-owned subsidiary of AMID effective on March 8, 2017 (the "Merger"), On March 7, 2017, the last trading day of the issuer's common units, the closing price of issuer common units was $9.44 per unit and the closing price of AMID's common units was $16.45 per unit. Each issuer common unit outstanding held by the reporting person was converted into 0.5775 AMID common units at the effective time of the Merger. |
| PHANTOM UNITS (WITH DERS)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-03-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-08 · Exercise / conversion · Disposed 10,259 · Balance 0 F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted into common units of American Midstream Partners, LP ("AMID") in connection with the merger of the issuer into a wholly-owned subsidiary of AMID effective on March 8, 2017 (the "Merger"), On March 7, 2017, the last trading day of the issuer's common units, the closing price of issuer common units was $9.44 per unit and the closing price of AMID's common units was $16.45 per unit. Each issuer common unit outstanding held by the reporting person was converted into 0.5775 AMID common units at the effective time of the Merger.
F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively.
Midstream Co LLC
Report date July 22, 2024 · Filed July 22, 2024
Section 16 reporting ended · disclosed 2024-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-07-22 · Disposition to issuer · Disposed 202,683 · Balance 0 F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit (including for deferred fees to be settled in shares of common stock) became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit (including for deferred fees to be settled in shares of common stock) became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit.
Transocean Partners LLC
Report date December 09, 2016 · Filed December 13, 2016
Section 16 reporting ended · disclosed 2016-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-12-09 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-12-09 · Exercise / conversion · Acquired 11,435 · Balance 14,435 F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. Row 2 · 2016-12-09 · Tax withholding · Disposed 5,146 · Balance 9,289 F3: Common units automatically withheld upon vesting to satisfy tax withholding obligations. Row 3 · 2016-12-09 · Disposition to issuer · Disposed 9,289 · Balance 0 F4: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-12-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-12-09 · Exercise / conversion · Disposed 4,980 · Balance 0 F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F2: Not Applicable. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-12-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-12-09 · Exercise / conversion · Disposed 6,455 · Balance 0 F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F2: Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.
F2: Not Applicable.
F3: Common units automatically withheld upon vesting to satisfy tax withholding obligations.
F4: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares.
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 |
|---|---|---|---|---|---|---|
| December 09, 2016 Filed Dec 13, 2016 19:01 UTC | Transocean Partners LLC RIGP · Entity 180417 | Exercise / conversionPhantom Units · Derivative | 6,455 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032911 · edgar.xml · derivative · entry 5 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 6,455 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 · security: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F1 · derivative.exercise_date: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:01 UTC | Transocean Partners LLC RIGP · Entity 180417 | Exercise / conversionPhantom Units · Derivative | 4,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032911 · edgar.xml · derivative · entry 4 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 4,980 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 · security: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F1 · derivative.exercise_date: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. F2 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:01 UTC | Transocean Partners LLC RIGP · Entity 180417 | Disposition to issuerCommon Units | 9,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 3 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:01 UTC | Transocean Partners LLC RIGP · Entity 180417 | Tax withholdingCommon Units | 5,146 | $17.83 | $91,753.18 |
DisclosureSEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 2 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289 F3 · price: Common units automatically withheld upon vesting to satisfy tax withholding obligations. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:01 UTC | Transocean Partners LLC RIGP · Entity 180417 | Exercise / conversionCommon Units | 11,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 1 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,435 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: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 10:34 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,468 | $12.78 | $18,761.04 |
DisclosureSEC source: 0001209191-16-152582 · doc4.xml · nonDerivative · entry 1 Szydlowski Norman J · CIK 0001502069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 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.