Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlas Energy Solutions Inc.AESI · Entity 4657 | 10% owner · Member of 10% Owner Group | May 21, 2024 | May 23, 2024 |
| Atlas Energy Solutions Inc.AESI · Entity 109444 | Member of 10% Owner Group | September 13, 2023 | September 22, 2023 |
| Hi-Crush Inc.HCLP · Entity 147827 | Vice President | May 05, 2017 | May 09, 2017 |
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.
Atlas Energy Solutions Inc.
Report date May 21, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 451,755 |
Reported balance
After 2024-05-21 transaction · row 1
1 source rowRow 1 · 2024-05-21 · Sale · Disposed 100,000 · Balance 451,755 F1: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.84, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.84, inclusive.
Atlas Energy Solutions Inc.
Report date September 13, 2023 · Filed September 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 275,154 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 275,154 F1: Includes 19,028 shares of Class A Common Stock subject to previously granted restricted stock units awards pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. The award vests in three equal installments on March 13, 2024, March 13, 2025 and March 13, 2026, subject to continued employment through each vesting date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 283,743 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 283,743 F2: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each unit ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. |
| Atlas Sand Operating, LLC UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-09-13 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each unit ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 19,028 shares of Class A Common Stock subject to previously granted restricted stock units awards pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. The award vests in three equal installments on March 13, 2024, March 13, 2025 and March 13, 2026, subject to continued employment through each vesting date.
F2: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each unit ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire.
Hi-Crush Inc.
Report date May 05, 2017 · Filed May 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 111,593 |
Reported balance
After 2017-05-05 transaction · row 1
1 source rowRow 1 · 2017-05-05 · Other · Acquired 93,745 · Balance 111,593 F1: On May 5, 2017, Hi-Crush Proppants LLC ("Proppants") distributed 93,745 common units representing limited partner interests (the "Common Units") to the Reporting Person. The Common Units reported hereby were transferred to the Reporting Person in connection with an in-kind distribution by Proppants to its members. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 5, 2017, Hi-Crush Proppants LLC ("Proppants") distributed 93,745 common units representing limited partner interests (the "Common Units") to the Reporting Person. The Common Units reported hereby were transferred to the Reporting Person in connection with an in-kind distribution by Proppants to its members.
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 |
|---|---|---|---|---|---|---|
| May 21, 2024 Filed May 23, 2024 21:41 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 100,000 | $24.55 | $2,455,000.00 |
DisclosureSEC source: 0000950170-24-064076 · ownership.xml · nonDerivative · entry 1 McEver Chad M. · CIK 0001555938 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,755 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.84, inclusive. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:34 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 5,595 | $22.97 | $128,517.15 |
DisclosureSEC source: 0000950170-24-061128 · ownership.xml · nonDerivative · entry 1 McEver Chad M. · CIK 0001555938 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,755 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.86 to $23.06, inclusive. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:02 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 1,547 | $22.67 | $35,070.49 |
DisclosureSEC source: 0000950170-24-033743 · ownership.xml · nonDerivative · entry 1 McEver Chad M. · CIK 0001555938 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557,350 F1 · shares: The reported shares were sold to pay taxes due upon the vesting of restricted stock units. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:24 UTC | Hi-Crush Inc. HCLP · Entity 147827 | OtherCommon Units representing limited partner interests | 93,745 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-012570 · doc4.xml · nonDerivative · entry 1 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,593 F1 · kind: On May 5, 2017, Hi-Crush Proppants LLC ("Proppants") distributed 93,745 common units representing limited partner interests (the "Common Units") to the Reporting Person. The Common Units reported hereby were transferred to the Reporting Person in connection with an in-kind distribution by Proppants to its members. F1 · shares: On May 5, 2017, Hi-Crush Proppants LLC ("Proppants") distributed 93,745 common units representing limited partner interests (the "Common Units") to the Reporting Person. The Common Units reported hereby were transferred to the Reporting Person in connection with an in-kind distribution by Proppants to its members. F1 · price: On May 5, 2017, Hi-Crush Proppants LLC ("Proppants") distributed 93,745 common units representing limited partner interests (the "Common Units") to the Reporting Person. The Common Units reported hereby were transferred to the Reporting Person in connection with an in-kind distribution by Proppants to its members. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:57 UTC | Hi-Crush Inc. HCLP · Entity 147827 | Exercise / conversionPurchase Rights for Units · Derivative | 17,848 | $0.00 Strike: $5.14 | $0.00 |
DisclosureSEC source: 0001549848-17-000035 · wf-form4_148850263250154.xml · derivative · entry 2 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 17,848 shares Expires 2017-02-28 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 · kind: Exercise of purchase rights for common units exempt under Rule 16b-3. F2 · shares: On December 14, 2015, the reporting person was granted the right to purchase, on February 28, 2017, at $5.14 per common unit, up to the number of common units that are equal to (i) his elected percentage of compensation multiplied by (ii) his actual eligible compensation during the period of the Hi-Crush Partners LP Unit Purchase Program's ("UPP") applicability, divided by (iii) 5.14; provided that such number of common units shall be capped at 20,000 common units. The number of derivative securities acquired and underlying common units reported on his Form 4 filed December 16, 2015, which was 17,455, was based on the application of the foregoing formula using his elected percentage of compensation and amount of eligible compensation at such time. Due to increases in his actual eligible compensation, based on the application of the foregoing formula on the February 28, 2017 purchase date, he had the right to purchase, and did purchase, 17,848 common units. F2 · derivative.exercise_date: On December 14, 2015, the reporting person was granted the right to purchase, on February 28, 2017, at $5.14 per common unit, up to the number of common units that are equal to (i) his elected percentage of compensation multiplied by (ii) his actual eligible compensation during the period of the Hi-Crush Partners LP Unit Purchase Program's ("UPP") applicability, divided by (iii) 5.14; provided that such number of common units shall be capped at 20,000 common units. The number of derivative securities acquired and underlying common units reported on his Form 4 filed December 16, 2015, which was 17,455, was based on the application of the foregoing formula using his elected percentage of compensation and amount of eligible compensation at such time. Due to increases in his actual eligible compensation, based on the application of the foregoing formula on the February 28, 2017 purchase date, he had the right to purchase, and did purchase, 17,848 common units. F2 · derivative.expiration_date: On December 14, 2015, the reporting person was granted the right to purchase, on February 28, 2017, at $5.14 per common unit, up to the number of common units that are equal to (i) his elected percentage of compensation multiplied by (ii) his actual eligible compensation during the period of the Hi-Crush Partners LP Unit Purchase Program's ("UPP") applicability, divided by (iii) 5.14; provided that such number of common units shall be capped at 20,000 common units. The number of derivative securities acquired and underlying common units reported on his Form 4 filed December 16, 2015, which was 17,455, was based on the application of the foregoing formula using his elected percentage of compensation and amount of eligible compensation at such time. Due to increases in his actual eligible compensation, based on the application of the foregoing formula on the February 28, 2017 purchase date, he had the right to purchase, and did purchase, 17,848 common units. F2 · derivative.underlying_shares: On December 14, 2015, the reporting person was granted the right to purchase, on February 28, 2017, at $5.14 per common unit, up to the number of common units that are equal to (i) his elected percentage of compensation multiplied by (ii) his actual eligible compensation during the period of the Hi-Crush Partners LP Unit Purchase Program's ("UPP") applicability, divided by (iii) 5.14; provided that such number of common units shall be capped at 20,000 common units. The number of derivative securities acquired and underlying common units reported on his Form 4 filed December 16, 2015, which was 17,455, was based on the application of the foregoing formula using his elected percentage of compensation and amount of eligible compensation at such time. Due to increases in his actual eligible compensation, based on the application of the foregoing formula on the February 28, 2017 purchase date, he had the right to purchase, and did purchase, 17,848 common units. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 19:57 UTC | Hi-Crush Inc. HCLP · Entity 147827 | Exercise / conversionCommon Units representing limited partner interests | 17,848 | $5.14 | $91,738.72 |
DisclosureSEC source: 0001549848-17-000035 · wf-form4_148850263250154.xml · nonDerivative · entry 1 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,848 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 · kind: Exercise of purchase rights for common units exempt under Rule 16b-3. F2 · shares: On December 14, 2015, the reporting person was granted the right to purchase, on February 28, 2017, at $5.14 per common unit, up to the number of common units that are equal to (i) his elected percentage of compensation multiplied by (ii) his actual eligible compensation during the period of the Hi-Crush Partners LP Unit Purchase Program's ("UPP") applicability, divided by (iii) 5.14; provided that such number of common units shall be capped at 20,000 common units. The number of derivative securities acquired and underlying common units reported on his Form 4 filed December 16, 2015, which was 17,455, was based on the application of the foregoing formula using his elected percentage of compensation and amount of eligible compensation at such time. Due to increases in his actual eligible compensation, based on the application of the foregoing formula on the February 28, 2017 purchase date, he had the right to purchase, and did purchase, 17,848 common units. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:36 UTC | Hi-Crush Inc. HCLP · Entity 147827 | GrantPhantom Units · Derivative | 3,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001549848-16-000143 · wf-form4_147407258222521.xml · derivative · entry 3 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,506 Underlying: Common Units · 3,202 shares Expires not disclosed F4 · derivative.exercise_price: The reporting person received a one-time award of time-based vesting value, in addition to the annual long-term value granted, of 3,202 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F4 · derivative.exercise_date: The reporting person received a one-time award of time-based vesting value, in addition to the annual long-term value granted, of 3,202 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F4 · derivative.expiration_date: The reporting person received a one-time award of time-based vesting value, in addition to the annual long-term value granted, of 3,202 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F2 · balance_after: Includes all phantom units beneficially owned by the reporting person following this reported transaction, including previously reported phantom units with varying vesting terms. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:36 UTC | Hi-Crush Inc. HCLP · Entity 147827 | GrantPhantom Units · Derivative | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001549848-16-000143 · wf-form4_147407258222521.xml · derivative · entry 2 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,304 Underlying: Common Units · 4,481 shares Expires not disclosed F3 · derivative.exercise_price: The reporting person received 4,481 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F3 · derivative.exercise_date: The reporting person received 4,481 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F3 · derivative.expiration_date: The reporting person received 4,481 phantom units on September 14, 2016. If the reporting person remains employed on September 14, 2018, 50% of the phantom units will vest at the end of such two-year vesting period, and if the reporting person remains employed on September 14, 2019, the remaining 50% of the phantom units will vest at the end of such three-year vesting period. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F2 · balance_after: Includes all phantom units beneficially owned by the reporting person following this reported transaction, including previously reported phantom units with varying vesting terms. Read SEC document |
| September 14, 2016 Filed Sep 16, 2016 20:36 UTC | Hi-Crush Inc. HCLP · Entity 147827 | GrantPhantom Units · Derivative | 6,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001549848-16-000143 · wf-form4_147407258222521.xml · derivative · entry 1 McEver Chad M. · CIK 0001555938 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,823 Underlying: Common Units · 6,723 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person is a participant in the Partnership's Long-Term Incentive Plan (the "Plan") and received 6,723 phantom units on September 14, 2016. The phantom units vest as follows: if the Partnership's performance on average for each calendar quarter for the three-year period ending December 31, 2018 compared to the performance of entities in a designated peer group is (a) at the 75th percentile or above, 200% of the phantom units will vest, (b) at the 50th percentile, 100% of the units will vest, (c) at the 25th percentile, 50% of the units will vest, or (d) below the 25th percentile, 0% of the units will vest. The number of phantom units that will vest between applicable percentiles will be determined by straight-line interpolation. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F1 · derivative.exercise_date: The reporting person is a participant in the Partnership's Long-Term Incentive Plan (the "Plan") and received 6,723 phantom units on September 14, 2016. The phantom units vest as follows: if the Partnership's performance on average for each calendar quarter for the three-year period ending December 31, 2018 compared to the performance of entities in a designated peer group is (a) at the 75th percentile or above, 200% of the phantom units will vest, (b) at the 50th percentile, 100% of the units will vest, (c) at the 25th percentile, 50% of the units will vest, or (d) below the 25th percentile, 0% of the units will vest. The number of phantom units that will vest between applicable percentiles will be determined by straight-line interpolation. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F1 · derivative.expiration_date: The reporting person is a participant in the Partnership's Long-Term Incentive Plan (the "Plan") and received 6,723 phantom units on September 14, 2016. The phantom units vest as follows: if the Partnership's performance on average for each calendar quarter for the three-year period ending December 31, 2018 compared to the performance of entities in a designated peer group is (a) at the 75th percentile or above, 200% of the phantom units will vest, (b) at the 50th percentile, 100% of the units will vest, (c) at the 25th percentile, 50% of the units will vest, or (d) below the 25th percentile, 0% of the units will vest. The number of phantom units that will vest between applicable percentiles will be determined by straight-line interpolation. Each phantom unit represents the right to receive, upon vesting, one common unit representing limited partner interests in the Partnership, along with tandem distribution equivalent rights. The phantom units expire upon settlement. F2 · balance_after: Includes all phantom units beneficially owned by the reporting person following this reported transaction, including previously reported phantom units with varying vesting terms. 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.