Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Black Stone Minerals, L.P.BSM · Entity 4198 | SVP, CFO & Treasurer | February 20, 2024 | February 22, 2024 |
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.
Black Stone Minerals, L.P.
Report date February 20, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 65,383 |
Ending reported balance
After 2024-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 6,946 · Balance 67,086 F1: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2024. Row 2 · 2024-02-20 · Tax withholding · Disposed 1,703 · Balance 65,383 F1: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2024.
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 20, 2024 Filed Feb 22, 2024 22:48 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 1,703 | $14.91 | $25,391.73 |
DisclosureSEC source: 0001621434-24-000054 · wk-form4_1708642075.xml · nonDerivative · entry 2 Kiefer Evan Montgomery · CIK 0001964214 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,383 F1 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2024. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:48 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 6,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001621434-24-000054 · wk-form4_1708642075.xml · nonDerivative · entry 1 Kiefer Evan Montgomery · CIK 0001964214 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,086 F1 · kind: Represents settlement of performance units awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on February 20, 2024. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:07 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | GrantCommon units representing limited partner interests | 28,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001621434-24-000045 · wk-form4_1706911614.xml · nonDerivative · entry 1 Kiefer Evan Montgomery · CIK 0001964214 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,140 F1 · kind: Common units subject to a restricted unit award issued pursuant to the Black Stone Minerals, L.P. Long-Term Incentive Plan (the "LTIP"). Except as otherwise provided in the LTIP or the award agreement governing the award, the common units will vest in three equal installments on each of January 7, 2025, January 7, 2026, and January 7, 2027, so long as the Reporting Person remains continuously employed by the Issuer, Black Stone Minerals GP, L.L.C. (the "General Partner"), or any of their respective affiliates through each such vesting date. Read SEC document |
| January 07, 2024 Filed Jan 9, 2024 22:02 UTC | Black Stone Minerals, L.P. BSM · Entity 4198 | Tax withholdingCommon units representing limited partner interests | 2,321 | $16.05 | $37,252.05 |
DisclosureSEC source: 0001621434-24-000012 · wk-form4_1704837720.xml · nonDerivative · entry 1 Kiefer Evan Montgomery · CIK 0001964214 · SVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,482 F1 · price: For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of BSM common units on January 5, 2024. 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.