Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Approach Resources Inc | 6,490,300 | reported | 18 Dec 2017 | tx 6+850,000 |
| ProFrac Holding Corp. | 7 | reported | 09 Sept 2025 | tx 6+3,603,545−977,771 |
| DAWSON GEOPHYSICAL CO | 0 | reported | 31 Dec 2025 | tx 3+17,790−15,547,010 |
| CARBO CERAMICS INC | 0 | reported | 14 Jun 2018 | tx 4+6,275 |
| Matlin & Partners Acquisition Corp |
| 0 |
| reported |
| 01 Nov 2022 |
| tx 4+4,910,140−2,455,070 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | OTHER | DAWSON GEOPHYSICAL CO | 15,547,010 | — | |
| 09 Sept 2025 | OTHER | ProFrac Holding Corp. | 977,771 | 0.00 USD | |
| 09 Sept 2025 | OTHER | ProFrac Holding Corp. | 431,380 | 0.00 USD | |
| 14 Aug 2025 | PURCHASE | ProFrac Holding Corp. | 2,500,000 | 4.00 USD | |
| 27 Oct 2023 | PURCHASE | ProFrac Holding Corp. | 3,409 | 9.25 USD | |
| 14 Jun 2023 | PURCHASE | DAWSON GEOPHYSICAL CO | 8,895 | 2.23 USD | first after silence |
| 01 Nov 2022 | EXERCISE | Matlin & Partners Acquisition Corp | 2,455,070 | — | |
| 01 Nov 2022 | OTHER | Matlin & Partners Acquisition Corp | 2,455,070 | — | |
| 01 Nov 2022 | EXERCISE | Matlin & Partners Acquisition Corp | 2,455,070 | — | deriv |
| 12 Jul 2021 | PURCHASE | Matlin & Partners Acquisition Corp | — | — | derivfirst after silence |
| 12 Jun 2018 | PURCHASE | CARBO CERAMICS INC | 1,060 | 3.88 USD | deriv |
| 14 Jun 2018 | PURCHASE | CARBO CERAMICS INC | 3,930 | 4.45 USD | deriv |
| 13 Jun 2018 | PURCHASE | CARBO CERAMICS INC | 585 | 3.99 USD | deriv |
| 11 Jun 2018 | PURCHASE | CARBO CERAMICS INC | 700 | 3.96 USD | deriv |
| 14 Dec 2017 | PURCHASE | Approach Resources Inc | 200,000 | 2.58 USD | |
| 18 Dec 2017 | PURCHASE | Approach Resources Inc | 150,000 | 2.65 USD | |
| 15 Dec 2017 | PURCHASE | Approach Resources Inc | 200,000 | 2.57 USD | |
| 15 Jun 2017 | PURCHASE | Approach Resources Inc | 100,000 | 2.79 USD | |
| 14 Jun 2017 | PURCHASE | Approach Resources Inc | 100,000 | 2.82 USD | |
| 16 Jun 2017 | PURCHASE | Approach Resources Inc | 100,000 | 2.75 USD |
2 purchases reported after at least 12 months of silence — most recent on 14 Jun 2023.