Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CONCHO RESOURCES INC | 368,170 | reported | 26 Aug 2009 | tx 31+150,465−280,420 |
| SM Energy Co | 228,543 | reported | 09 Sept 2022 | tx 154+508,347−233,198 |
4 purchases reported after at least 12 months of silence — most recent on 24 May 2019.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Sept 2022 | SALE | SM Energy Co | 10,000 | 46.23 USD | |
| 09 Sept 2022 | GIFT | SM Energy Co | 7,481 | 0.00 USD | |
| 01 Sept 2022 | TAX_WITHHOLDING | SM Energy Co | 24,518 | 44.07 USD | |
| 01 Sept 2022 | EXERCISE | SM Energy Co | 62,296 | — | |
| 02 Aug 2022 | GRANT_AWARD | SM Energy Co | 18,339 | 0.00 USD | deriv |
| 01 Jul 2022 | TAX_WITHHOLDING | SM Energy Co | 1,686 | 34.19 USD | |
| 01 Jul 2022 | TAX_WITHHOLDING | SM Energy Co | 2,957 | 34.19 USD | |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 7,513 | — | |
| 30 Jun 2022 | OTHER | SM Energy Co | 848 | 25.06 USD | |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 6,922 | — | |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 13,238 | — | |
| 01 Jul 2022 | TAX_WITHHOLDING | SM Energy Co | 4,354 | 34.19 USD | |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 6,922 | — | deriv |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 13,238 | — | deriv |
| 01 Jul 2022 | EXERCISE | SM Energy Co | 7,513 | — | deriv |
| 31 May 2022 | SALE | SM Energy Co | 5,000 | 51.23 USD | |
| 26 May 2022 | SALE | SM Energy Co | 20,000 | 45.07 USD | |
| 07 Mar 2022 | GIFT | SM Energy Co | 2,500 | 0.00 USD | |
| 25 May 2022 | SALE | SM Energy Co | 20,000 | 43.00 USD | |
| 31 Dec 2021 | OTHER | SM Energy Co | 380 | 21.68 USD | |
| 02 Nov 2021 | GIFT | SM Energy Co | 3,000 | 0.00 USD | |
| 14 Dec 2021 | EXERCISE | SM Energy Co | 13,238 | — | |
| 14 Dec 2021 | TAX_WITHHOLDING | SM Energy Co | 5,077 | 30.18 USD | |
| 14 Dec 2021 | EXERCISE | SM Energy Co | 13,238 | — | deriv |
| 01 Sept 2021 | EXERCISE | SM Energy Co | 26,074 | — |