Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Southcross Energy Partners, L.P. | 19,314,797 | reported | 13 Aug 2018 | tx 2+606,698 |
| Summit Midstream Corp | 146,479 | reported | 28 Aug 2025 | tx 3+146,479 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Aug 2025 | PURCHASE | Summit Midstream Corp | 26,319 | 20.89 USD | |
| 27 Aug 2025 | PURCHASE | Summit Midstream Corp | 47,401 | 20.50 USD | |
| 26 Aug 2025 | PURCHASE | Summit Midstream Corp | 72,759 | 20.46 USD | |
| 13 Aug 2018 | OTHER | Southcross Energy Partners, L.P. | 332,220 | — | deriv |
| 09 Nov 2015 | OTHER | Southcross Energy Partners, L.P. | 274,478 | — | deriv |