Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Net Power Inc.NPWR · Entity 6500 | Director | June 08, 2023 | June 12, 2023 |
| OCCIDENTAL PETROLEUM CORP /DE/OXY · Entity 2999 | Vice President | February 28, 2024 | March 02, 2024 |
| Western Midstream Partners, LPWES · Entity 3258 | Director | August 08, 2019 | August 15, 2019 |
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.
Net Power Inc.
Report date June 08, 2023 · Filed June 12, 2023
This filing explicitly reported no securities owned.
OCCIDENTAL PETROLEUM CORP /DE/
Report date February 28, 2024 · Filed March 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 146,156 |
Ending reported balance
After 2024-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-28 · Tax withholding · Disposed 3,787 · Balance 130,514 F1: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units (RSUs). Row 2 · 2024-02-29 · Tax withholding · Disposed 2,285 · Balance 128,229 F1: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units (RSUs). Row 3 · 2024-03-01 · Grant · Acquired 17,927 · Balance 146,156 F2: Award of RSUs pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 28, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy OPC Savings Plan | 6,079 |
Reported balance
Holding disclosure · report date 2024-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,079 F3: Based on a plan statement dated February 28, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units (RSUs).
F2: Award of RSUs pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 28, 2025.
F3: Based on a plan statement dated February 28, 2024.
Western Midstream Partners, LP
Report date August 08, 2019 · Filed August 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-08-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 2, 2024 02:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 17,927 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-24-000049 · wk-form4_1709345444.xml · nonDerivative · entry 3 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,156 F2 · kind: Award of RSUs pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 28, 2025. Read SEC document |
| February 29, 2024 Filed Mar 2, 2024 02:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 2,285 | $60.61 | $138,493.85 |
DisclosureSEC source: 0000797468-24-000049 · wk-form4_1709345444.xml · nonDerivative · entry 2 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,229 F1 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units (RSUs). Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 02:10 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 3,787 | $60.26 | $228,204.62 |
DisclosureSEC source: 0000797468-24-000049 · wk-form4_1709345444.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,514 F1 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units (RSUs). Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:32 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 22,068 | $57.62 | $1,271,558.16 |
DisclosureSEC source: 0000797468-24-000008 · wk-form4_1707514348.xml · nonDerivative · entry 3 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,301 F3 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:32 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 21,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-24-000008 · wk-form4_1707514348.xml · nonDerivative · entry 2 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,369 F1 · kind: Represents shares of common stock received upon the vesting of a performance stock unit award granted under the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:32 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 34,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000797468-24-000008 · wk-form4_1707514348.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,941 F1 · kind: Represents shares of common stock received upon the vesting of a performance stock unit award granted under the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. F2 · balance_after: Includes 298 shares acquired through dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 23:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 17,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004239 · doc1.xml · nonDerivative · entry 2 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,179 F2 · kind: Award of restricted stock units (RSUs) pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 29, 2024. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 23:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 6,546 | $58.56 | $383,333.76 |
DisclosureSEC source: 0001567619-23-004239 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,761 F1 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:24 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingWarrants (Right to buy) · Derivative | 982 | $41.19 Strike: $22.00 | $40,448.58 |
DisclosureSEC source: 0001567619-23-003339 · doc1.xml · derivative · entry 5 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,694 Underlying: Common Stock · 982 shares Expires 2027-08-03 F6 · kind: Represents?warrants?withheld?to?satisfy?tax?withholding?obligations. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:24 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantWarrants (Right to buy) · Derivative | 2,495 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003339 · doc1.xml · derivative · entry 4 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,676 Underlying: Common Stock · 2,495 shares Expires 2027-08-03 F5 · kind: Represents?warrants?received?upon?the?vesting?of?a?performance?stock?unit?award?granted?under?the?Issuer's?2015?Long-Term?Incentive?Plan. The warrants were issued in connection with an anti-dilution adjustment to certain of the Issuer's outstanding long-term incentive awards and were subject to forfeiture if the performance conditions underlying the award were not met. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:24 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 9,641 | $62.90 | $606,418.90 |
DisclosureSEC source: 0001567619-23-003339 · doc1.xml · nonDerivative · entry 2 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,307 F3 · kind: Represents?shares?of?common?stock?withheld?to?satisfy?tax?withholding?obligations. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:24 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 24,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003339 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,948 F1 · kind: Represents shares of common stock received upon the vesting of a performance stock unit award granted under the Issuer's 2015 Long-Term Incentive Plan. F2 · balance_after: Includes 339 shares acquired through dividend reinvestment. Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 01:40 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 6,485 | $43.73 | $283,589.05 |
DisclosureSEC source: 0001567619-22-006131 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,269 F1 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 02:16 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantStock Option (Right to buy) · Derivative | 21,377 | $0.00 Strike: $42.98 | $0.00 |
DisclosureSEC source: 0001567619-22-004649 · doc1.xml · derivative · entry 3 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,377 Underlying: Common Stock · 21,377 shares Expires 2032-02-11 F3 · derivative.exercise_date: Option award pursuant to the 2015 LTIP. The option will vest in three equal annual installments beginning on February 28, 2023. Read SEC document |
| February 11, 2022 Filed Feb 16, 2022 02:16 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 11,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004649 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,754 F1 · kind: Award of restricted stock units (RSUs) pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan (2015 LTIP). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 28, 2023. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Exercise / conversionPhantom Stock Units · Derivative | 37,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-002405 · doc1.xml · derivative · entry 4 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,243 shares Expires 2022-01-31 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: The reporting person's award of phantom stock units vested on January 31, 2022. Each phantom stock unit was the economic equivalent of one share of the issuer's common stock. F1 · price: The reporting person's award of phantom stock units vested on January 31, 2022. Each phantom stock unit was the economic equivalent of one share of the issuer's common stock. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Disposition to issuerCommon Stock | 37,243 | $37.67 | $1,402,943.81 |
DisclosureSEC source: 0001567619-22-002405 · doc1.xml · nonDerivative · entry 2 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,120 F2 · price: Pursuant to the terms of the award, each phantom stock unit settled in cash at the closing price of the issuer's common stock on the vesting date. Read SEC document |
| January 31, 2022 Filed Feb 3, 2022 02:27 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Exercise / conversionCommon Stock | 37,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-002405 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,363 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: The reporting person's award of phantom stock units vested on January 31, 2022. Each phantom stock unit was the economic equivalent of one share of the issuer's common stock. Read SEC document |
| February 28, 2021 Filed Mar 3, 2021 00:32 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingCommon Stock | 3,312 | $26.61 | $88,132.32 |
DisclosureSEC source: 0001567619-21-005429 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,120 F1 · kind: Represents shares of common stock withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock units. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 02:18 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantStock Option (Right to buy) · Derivative | 34,394 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001567619-21-004350 · doc1.xml · derivative · entry 3 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,394 Underlying: Common Stock · 34,394 shares Expires 2031-02-12 F2 · kind: Based on a plan statement dated February 12, 2021. F3 · derivative.exercise_date: Option award pursuant to the 2015 LTIP. The option will vest in three equal annual installments beginning on February 28, 2022. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 02:18 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | GrantCommon Stock | 17,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004350 · doc1.xml · nonDerivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,432 F1 · kind: Award of restricted stock units (RSUs) pursuant to the Issuer's Amended and Restated 2015 Long-Term Incentive Plan (2015 LTIP). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon vesting. The RSUs will vest in three equal annual installments beginning on February 28, 2022. Read SEC document |
| August 31, 2020 Filed Sep 3, 2020 00:49 UTC | OCCIDENTAL PETROLEUM CORP /DE/ OXY · Entity 2999 | Tax withholdingWarrant · Derivative | 3,376 | $2.98 Strike: $22.00 | $10,060.48 |
DisclosureSEC source: 0001567619-20-016363 · doc1.xml · derivative · entry 1 Bennett Peter J. · CIK 0001785303 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,181 Underlying: Common Stock · 3,376 shares Expires 2027-08-03 F1 · kind: Represents warrants withheld to satisfy tax withholding obligations upon the vesting of warrants issued in connection with an anti-dilution adjustment to certain of the issuer's outstanding long-term incentive awards. 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.