Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SM Energy Co | 135,385 | reported | 05 Feb 2026 | tx 1−75,217 |
| DCP Midstream Partners, LP | 0 | reported | 15 Dec 2022 | tx 6+403,370−750 |
| CIVITAS RESOURCES, INC. | 0 | reported | 30 Jan 2026 | tx 7+145,241−145,241 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Feb 2026 | TAX_WITHHOLDING | SM Energy Co | 75,217 | 18.87 USD | |
| 30 Jan 2026 | OTHER | CIVITAS RESOURCES, INC. | 145,241 | — | |
| 06 Aug 2025 | GRANT_AWARD | CIVITAS RESOURCES, INC. | 117,805 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | CIVITAS RESOURCES, INC. | 10,512 | 0.00 USD | |
| 09 May 2025 | PURCHASE | CIVITAS RESOURCES, INC. | 7,150 | 27.99 USD | first after silence |
| 10 Jun 2024 | GRANT_AWARD | CIVITAS RESOURCES, INC. | 4,101 | 0.00 USD | |
| 01 Jun 2023 | GRANT_AWARD | CIVITAS RESOURCES, INC. | 4,368 | 0.00 USD | |
| 22 Feb 2023 | GRANT_AWARD | CIVITAS RESOURCES, INC. | 1,305 | 0.00 USD | |
| 15 Dec 2022 | OTHER | DCP Midstream Partners, LP | 750 | 1000.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | DCP Midstream Partners, LP | 57,620 | 0.00 USD | deriv |
| 25 Mar 2020 | PURCHASE | DCP Midstream Partners, LP | 212,320 | 4.03 USD | deriv |
| 10 Mar 2020 | PURCHASE | DCP Midstream Partners, LP | 64,500 | 7.72 USD | first after silence |
| 28 Feb 2020 | GRANT_AWARD | DCP Midstream Partners, LP | 68,180 | 0.00 USD | deriv |
| 20 Nov 2017 | PURCHASE | DCP Midstream Partners, LP | 750 | 1000.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 09 May 2025.