Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Midstream Partners, LPWES · Entity 3258 | SVP, Business Services | February 12, 2024 | February 14, 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.
Western Midstream Partners, LP
Report date February 12, 2024 · Filed February 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units representing limited partner interestsSEC Table I · non-derivative | Direct | 64,357 |
Ending reported balance
After 2024-02-12 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-02-12 · Exercise / conversion · Acquired 7,142 · Balance 53,718 Row 2 · 2024-02-12 · Tax withholding · Disposed 2,907 · Balance 50,811 Row 3 · 2024-02-12 · Exercise / conversion · Acquired 11,472 · Balance 62,283 Row 4 · 2024-02-12 · Tax withholding · Disposed 4,515 · Balance 57,768 Row 5 · 2024-02-12 · Exercise / conversion · Acquired 10,864 · Balance 68,632 Row 6 · 2024-02-12 · Tax withholding · Disposed 4,275 · Balance 64,357 |
| 2021 Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-02-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-02-12 · Exercise / conversion · Disposed 7,142 · Balance 0 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2022 Phantom UnitsSEC Table II · derivative / convertible security | Direct | 11,473 |
Reported balance
After 2024-02-12 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-02-12 · Exercise / conversion · Disposed 11,472 · Balance 11,473 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2023 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 21,729 |
Reported balance
After 2024-02-12 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-02-12 · Exercise / conversion · Disposed 10,864 · Balance 21,729 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2024 Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 44,819 |
Reported balance
After 2024-02-13 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-02-13 · Grant · Acquired 44,819 · Balance 44,819 F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. |
| 2024 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 22,409 |
Reported balance
After 2024-02-13 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-02-13 · Grant · Acquired 22,409 · Balance 22,409 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2024 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2027-02-12 | Direct | 22,409 |
Reported balance
After 2024-02-13 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-02-13 · Grant · Acquired 22,409 · Balance 22,409 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2023 Performance Unit - ROASEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 16,297 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 16,297 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
| 2023 Performance Unit - TURSEC Table II · derivative / convertible security · Expires 2026-02-12 | Direct | 16,297 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 16,297 F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit.
F2: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis.
F3: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period.
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 13, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Performance Unit - TUR · Derivative | 22,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 12 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,409 Underlying: Common Units representing limited partner interests · 22,409 shares Expires 2027-02-12 F3 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Performance Unit - ROA · Derivative | 22,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 11 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,409 Underlying: Common Units representing limited partner interests · 22,409 shares Expires 2027-02-12 F3 · derivative.exercise_price: Each performance-based unit represents the right to receive, following vesting, between 0% and 200% of one WES Common Unit based upon the achievement of pre-established performance metrics over a 3-year performance period. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Grant2024 Phantom Units · Derivative | 44,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 10 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,819 Underlying: Common Units representing limited partner interests · 44,819 shares Expires 2027-02-12 F1 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2023 Phantom Units · Derivative | 10,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 9 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,729 Underlying: Common Units representing limited partner interests · 10,864 shares Expires 2026-02-12 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: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2022 Phantom Units · Derivative | 11,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 8 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,473 Underlying: Common Units representing limited partner interests · 11,472 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. F2 · derivative.expiration_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversion2021 Phantom Units · Derivative | 7,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · derivative · entry 7 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 7,142 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 · derivative.exercise_price: Each Phantom Unit is the economic equivalent of one WES Common Unit representing limited partnership interests, and upon vesting, will entitle the holder to receive a common unit or, at the discretion of the Board of Directors of the General Partner, cash equal to the Fair Market Value of a Common Unit. F2 · derivative.exercise_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. F2 · derivative.expiration_date: These Phantom Units vest ratably over a three-year period on February 12th of each year, and will pay distribution equivalent rights in cash on a current basis. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 4,275 | $28.50 | $121,837.50 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 6 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,357 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 10,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 5 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,632 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. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 4,515 | $28.50 | $128,677.50 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 4 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,768 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 11,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 3 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,283 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. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Tax withholdingCommon Units representing limited partner interests | 2,907 | $28.50 | $82,849.50 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 2 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,811 Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 23:35 UTC | Western Midstream Partners, LP WES · Entity 3258 | Exercise / conversionCommon Units representing limited partner interests | 7,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001423902-24-000012 · wk-form4_1707953696.xml · nonDerivative · entry 1 Nebreda Alejandro O · CIK 0001976757 · SVP, Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,718 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. 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.