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Black Stone Minerals, L.P. (BSM)

USD14.34 +0.03 (+0.17%)
US NYSE Energy Oil & Gas Exploration & Production
Address 1001 Fannin Street 77002
Houston, TX, US
CEO H. Taylor DeWalch
IPO 2015-04-30
CIK 1621434 ISIN US09225M1018

Explore sections of this company profile

Description

Black Stone Minerals, L.P. and its subsidiaries are primarily engaged in the ownership and active management of oil and natural gas mineral interests. The company possesses an extensive portfolio, encompassing approximately 16.8 million gross acres of mineral interests, 1.8 million gross acres of nonparticipating royalty interests, and 1.7 million gross acres of overriding royalty interests, distributed across 41 states within the United States. As of December 31, 2021, Black Stone Minerals reported estimated total proved oil and natural gas reserves equivalent to 59,824 barrels. This entity, founded in 1876, is headquartered in Houston, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.34 +0.03 (+0.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
375.7K
Beta
0.02
Float Shares
177.66M
Free Float %
83.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.05% +4.08% -2.73% -11.05% -1.02% +1.73% -3.01% -10.64% +35.74% -13.94% -28.84%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (16 ratings, all time) Buy
Price Targets & DCF
Current price
14.34
Low 15.00 +4.6%
Consensus 17.33 +20.9%
Median 18.00 +25.6%
High 19.00 +32.5%
DCF (Unlevered) 43.50 +203.5%
DCF (Levered) 43.76 +205.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 6
18.33
+27.9%
Quality scores
Altman Z-Score
7.95
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Exploration & Production: +0.0%
    -3.9% Q1'26: +63.5% (vs Q1'25)
  • EPS growth Oil & Gas Exploration & Production: +11.9%
    +11.3% Q1'26: -31.5% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Exploration & Production: +19.3%
    +76.8% Q1'26: +33.1% (vs Q1'25)
  • EBIT margin Oil & Gas Exploration & Production: +22.0%
    +73.1% Q1'26: +77.3% (vs Q1'25)
  • ROIC Oil & Gas Exploration & Production: +5.1%
    +24.2% Q1'26: +46.7% (vs Q1'25)
  • Share dilution Oil & Gas Exploration & Production: +0.0%
    +0.5% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Exploration & Production: 0.70×
    0.44× Q1'26: 0.30× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.05) × ERP
WACC = 95% × Ke + 5% × Kd (5.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 42.83 Current price: 14.34
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
Revenue
392.92M
est: 375.03M (+4.8%)
260.83M
est: 295.36M (-11.7%)
429.66M
est: 432.38M (-0.6%)
609.57M
est: 517.30M (+17.8%)
492.78M
est: 512.69M (-3.9%)
296.64M
est: 349.22M (-15.1%)
505.73M
est: 314.37M (+60.9%)
784.28M
est: 564.10M (+39.0%)
501.10M
est: 490.71M (+2.1%)
439.43M
est: 458.75M (-4.2%)
422.33M
est: 433.37M (-2.5%)
443.90M
443.90M – 443.90M
+2.4% YoY
481.53M
481.53M – 481.53M
+8.5% YoY
496.00M
496.00M – 496.00M
+3.0% YoY
EBITDA
8.44M
est: 267.13M (-96.8%)
131.11M
est: 13.93M (+841.3%)
289.71M
est: 118.15M (+145.2%)
442.33M
est: 315.66M (+40.1%)
345.39M
est: 332.85M (+3.8%)
215.38M
est: 261.93M (-17.8%)
248.64M
est: 296.30M (-16.1%)
530.57M
est: 335.92M (+57.9%)
470.99M
est: 358.94M (+31.2%)
319.63M
est: 335.56M (-4.7%)
347.12M
est: 317.00M (+9.5%)
324.70M
324.70M – 324.70M
+2.4% YoY
352.23M
352.23M – 352.23M
+8.5% YoY
362.81M
362.81M – 362.81M
+3.0% YoY
EBIT
-94.89M
est: 217.93M (-143.5%)
27.74M
est: 13.75M (+101.6%)
172.85M
est: 117.49M (+47.1%)
316.32M
est: 267.26M (+18.4%)
235.80M
est: 209.34M (+12.6%)
132.23M
est: 138.14M (-4.3%)
187.63M
est: 221.54M (-15.3%)
482.77M
est: 260.89M (+85.0%)
425.30M
est: 313.18M (+35.8%)
274.44M
est: 292.79M (-6.3%)
308.86M
est: 276.59M (+11.7%)
283.31M
283.31M – 283.31M
+2.4% YoY
307.33M
307.33M – 307.33M
+8.5% YoY
316.56M
316.56M – 316.56M
+3.0% YoY
Net Income
-100.05M
est: 121.69M (-182.2%)
20.20M
est: 8.67M (+133.0%)
157.19M
est: 107.45M (+46.3%)
295.54M
est: 245.47M (+20.4%)
214.37M
est: 185.75M (+15.4%)
121.82M
est: 123.62M (-1.5%)
181.99M
est: 215.22M (-15.4%)
476.48M
est: 253.45M (+88.0%)
422.55M
est: 318.05M (+32.9%)
271.33M
est: 283.73M (-4.4%)
299.93M
est: 267.79M (+12.0%)
190.56M
178.26M – 202.85M
-28.8% YoY
241.40M
232.16M – 250.65M
+26.7% YoY
— – —
-100.0% YoY
SGA
77.18M
est: 39.82M (+93.8%)
73.14M
est: 54.91M (+33.2%)
77.57M
est: 56.09M (+38.3%)
76.71M
est: 86.92M (-11.7%)
63.35M
est: 77.56M (-18.3%)
42.98M
est: 65.74M (-34.6%)
48.75M
est: 59.84M (-18.5%)
53.65M
est: 71.62M (-25.1%)
51.46M
est: 50.77M (+1.3%)
52.08M
est: 47.47M (+9.7%)
55.46M
est: 44.84M (+23.7%)
45.93M
45.93M – 45.93M
+2.4% YoY
49.82M
49.82M – 49.82M
+8.5% YoY
51.32M
51.32M – 51.32M
+3.0% YoY
EPS
-0.53
est: 0.58 (-191.8%)
0.26
est: 0.31 (-17.0%)
1.01
est: 0.90 (+11.9%)
1.36
est: 0.89 (+52.7%)
1.01
est: 1.13 (-10.9%)
0.49
est: 0.55 (-11.6%)
0.77
est: 0.35 (+122.1%)
2.18
est: 1.59 (+36.9%)
1.91
est: 1.50 (+27.2%)
1.15
est: 1.35 (-14.5%)
1.28
est: 1.23 (+4.3%)
0.90
0.84 – 0.96
-26.6% YoY
1.15
1.10 – 1.18
+27.2% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A+ 4/5 5/5 5/5 5/5 4/5 3/5 2/5
2026-05-08 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-01 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-04-30 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-04-29 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-20 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-17 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-15 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
284.92M
OE per share TTM
1.33
Owner's Yield
9.92%
Maintenance CapEx ratio
1,122.13%
Maint CapEx / Avg PPE
204.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
57.57M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 14,711,219 14.71M 6.70% 14.71M 14.71M PN Delaware 2019-11-05
2 a business unit of CI Investments Inc. 8.43M 4.09% 8.43M 8.43M FI, IA Province of Ontario, Canada 2020-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
-144 vs prev Q
New positions
7
Closed positions
146
Increased
22
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MORGAN STANLEY 7.11M +2.6M (+57.1%) 94.46M +35.0M (+58.9%) 3.36% +1.222 pp 0.01% +0.002 pp USD14.09 -5.7% 43 qtrs
2 WILLIAM MARSH RICE UNIVERSITY 5.66M +— (+0.0%) 75.27M +849.5K (+1.1%) 2.68% +0.001 pp 36.99% -13.998 pp USD17.34 -23.4% 37 qtrs
3 BANK OF AMERICA CORP /DE/ 2.18M -424.7K (-16.3%) 28.91M -5.3M (-15.4%) 1.03% -0.200 pp 0.00% 0.000 pp USD15.59 -14.8% 43 qtrs
4 PENN DAVIS MCFARLAND INC 1.97M +48.7K (+2.5%) 26.15M +934.7K (+3.7%) 0.93% +0.023 pp 2.51% -0.101 pp USD11.47 +15.9% 31 qtrs
5 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.90M -32.3K (-1.7%) 25.28M -139.3K (-0.5%) 0.90% -0.015 pp 6.97% -0.518 pp USD13.63 -2.5% 20 qtrs
6 FMR LLC 1.88M +1.9M (+100.0%) 25.00M +25.0M (+100.0%) 0.89% +0.889 pp 0.00% +0.001 pp USD13.29 +0.0% 1 qtrs NEW
7 NATIXIS 1.58M +122.9K (+8.4%) 21.00M +1.9M (+9.7%) 0.75% +0.058 pp 0.07% -0.014 pp USD15.26 -12.9% 20 qtrs
8 NORTHWESTERN UNIVERSITY 1.09M +1.1M (+100.0%) 15.67M +15.7M (+100.0%) 0.51% +0.513 pp 14.83% +14.830 pp USD13.29 +0.0% 1 qtrs NEW
9 BROWN ADVISORY INC 878.0K -8.9K (-1.0%) 11.67M +14.3K (+0.1%) 0.41% -0.004 pp 0.02% +0.001 pp USD14.02 -5.2% 43 qtrs
10 MUDITA ADVISORS LLP 760.9K +— (+0.0%) 10.11M +114.1K (+1.1%) 0.36% +0.000 pp 2.19% -0.706 pp USD11.30 +17.6% 17 qtrs
11 CITIGROUP INC 754.5K +407.3K (+117.3%) 10.03M +5.5M (+119.8%) 0.36% +0.193 pp 0.00% +0.002 pp USD13.75 -3.3% 11 qtrs
12 ING GROEP NV 728.6K +218.9K (+42.9%) 9.68M +3.0M (+44.6%) 0.34% +0.104 pp 0.06% +0.022 pp USD13.17 +0.9% 3 qtrs
13 SABER CAPITAL MANAGMENT, LLC 631.2K +631.2K (+100.0%) 8.39M +8.4M (+100.0%) 0.30% +0.298 pp 7.00% +7.000 pp USD13.29 +0.0% 1 qtrs NEW
14 UBS GROUP AG 613.1K +52.4K (+9.3%) 8.15M +780.7K (+10.6%) 0.29% +0.025 pp 0.00% +0.000 pp USD14.53 -8.5% 43 qtrs
15 HIGHTOWER ADVISORS, LLC 605.1K -3.6K (-0.6%) 8.04M +43.7K (+0.5%) 0.29% -0.002 pp 0.01% 0.000 pp USD14.21 -6.5% 31 qtrs
16 CRESSET ASSET MANAGEMENT, LLC 598.7K +1.8K (+0.3%) 7.96M +113.6K (+1.4%) 0.28% +0.001 pp 0.03% +0.000 pp USD14.66 -9.3% 15 qtrs
17 EPACRIA CAPITAL PARTNERS, LLC 580.7K +— (+0.0%) 7.72M +87.1K (+1.1%) 0.27% +0.000 pp 6.11% -0.080 pp USD16.74 -20.6% 13 qtrs
18 FAYEZ SAROFIM & CO 539.4K +— (+0.0%) 7.17M +80.9K (+1.1%) 0.25% +0.000 pp 0.02% +0.001 pp USD11.19 +18.8% 42 qtrs
19 KEMPNER CAPITAL MANAGEMENT INC. 439.3K -142.8K (-24.5%) 6.19M -1.5M (-19.0%) 0.21% -0.067 pp 5.85% -0.514 pp USD13.21 +0.6% 42 qtrs
20 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 406.4K +3.9K (+1.0%) 5.40M +111.0K (+2.1%) 0.19% +0.002 pp 0.01% 0.000 pp USD13.99 -5.0% 39 qtrs
21 REGIONS FINANCIAL CORP 390.5K +— (+0.0%) 5.19M +58.6K (+1.1%) 0.18% +0.000 pp 0.03% 0.000 pp USD15.26 -12.9% 7 qtrs
22 WELLS FARGO & COMPANY/MN 361.3K +161.2K (+80.6%) 4.80M +2.2M (+82.6%) 0.17% +0.076 pp 0.00% +0.000 pp USD13.26 +0.2% 42 qtrs
23 LUMMIS ASSET MANAGEMENT, LP 343.0K +2.3K (+0.7%) 4.51M +30.4K (+0.7%) 0.16% +0.001 pp 2.77% -0.169 pp USD15.26 -12.9% 9 qtrs
24 CHILTON CAPITAL MANAGEMENT LLC 337.5K +337.3K (+161,369.9%) 4.49M +4.5M (+163,169.1%) 0.16% +0.159 pp 0.15% +0.154 pp USD13.29 +0.0% 7 qtrs
25 FORUM FINANCIAL MANAGEMENT, LP 300.0K +300.0K (+100.0%) 3.99M +4.0M (+100.0%) 0.14% +0.142 pp 0.05% +0.052 pp USD13.29 +0.0% 1 qtrs NEW
26 NORTHERN TRUST CORP 298.2K +— (+0.0%) 3.96M +44.7K (+1.1%) 0.14% +0.000 pp 0.00% +0.000 pp USD14.60 -9.0% 5 qtrs
27 FIRST TRUST ADVISORS LP 284.2K -131.6K (-31.7%) 3.78M -1.7M (-30.9%) 0.13% -0.062 pp 0.00% -0.001 pp USD14.33 -7.3% 38 qtrs
28 FIDUCIENT ADVISORS LLC 242.5K -234.6K (-49.2%) 3.22M -3.0M (-48.6%) 0.11% -0.111 pp 0.40% -0.333 pp USD15.10 -12.0% 6 qtrs
29 CITADEL ADVISORS LLC 219.5K +31.0K (+16.5%) 2.92M +440.6K (+17.8%) 0.10% +0.015 pp 0.00% +0.000 pp USD14.28 -6.9% 32 qtrs
30 CI PRIVATE WEALTH, LLC 207.4K +121.0K (+140.2%) 2.76M +1.6M (+143.0%) 0.10% +0.057 pp 0.00% +0.002 pp USD13.88 -4.3% 11 qtrs
31 HRT FINANCIAL LP 201.1K +131.5K (+188.9%) 2.67M +1.8M (+192.3%) 0.10% +0.062 pp 0.01% +0.005 pp USD13.24 +0.4% 2 qtrs
32 PEAK6 LLC 200.0K +200.0K (+100.0%) 2.66M +2.7M (+100.0%) 0.09% +0.095 pp 0.00% +0.005 pp USD13.29 +0.0% 5 qtrs
33 GRANITESHARES ADVISORS LLC 199.8K -10.7K (-5.1%) 2.65M -110.3K (-4.0%) 0.09% -0.005 pp 1.61% +0.012 pp USD15.37 -13.5% 13 qtrs
34 EVERGREEN CAPITAL MANAGEMENT LLC 199.5K -19.3K (-8.8%) 2.65M -224.2K (-7.8%) 0.09% -0.009 pp 0.06% -0.009 pp USD14.83 -10.4% 18 qtrs
35 HILL INVESTMENT GROUP PARTNERS, LLC 177.5K +— (+0.0%) 2.36M +26.6K (+1.1%) 0.08% +0.000 pp 0.28% -0.004 pp USD10.75 +23.6% 19 qtrs
36 LPL FINANCIAL LLC 176.8K +10.2K (+6.1%) 2.35M +160.1K (+7.3%) 0.08% +0.005 pp 0.00% +0.000 pp USD14.94 -11.0% 18 qtrs
37 RAYMOND JAMES FINANCIAL INC 165.9K -7.2K (-4.1%) 2.21M -69.4K (-3.1%) 0.08% -0.003 pp 0.00% +0.000 pp USD14.51 -8.4% 5 qtrs
38 JUMP FINANCIAL, LLC 165.6K +8.8K (+5.6%) 2.20M +140.6K (+6.8%) 0.08% +0.004 pp 0.03% +0.002 pp USD13.11 +1.4% 5 qtrs
39 CIBC PRIVATE WEALTH GROUP, LLC 164.1K +15.6K (+10.5%) 2.18M +229.6K (+11.8%) 0.08% +0.007 pp 0.00% +0.000 pp USD11.17 +19.0% 30 qtrs
40 STIFEL FINANCIAL CORP 161.6K +9.5K (+6.3%) 2.15M +149.4K (+7.5%) 0.08% +0.005 pp 0.00% +0.000 pp USD14.60 -9.0% 41 qtrs
41 HORIZON KINETICS ASSET MANAGEMENT LLC 151.2K -7.4K (-4.7%) 2.01M -74.6K (-3.6%) 0.07% -0.004 pp 0.03% +0.002 pp USD14.58 -8.8% 28 qtrs
42 BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 147.9K +— (+0.0%) 1.96M +22.2K (+1.1%) 0.07% +0.000 pp 0.40% +0.168 pp USD15.86 -16.2% 39 qtrs
43 CULLEN/FROST BANKERS, INC. 143.5K +87.2K (+154.8%) 1.91M +1.2M (+157.7%) 0.07% +0.041 pp 0.02% +0.012 pp USD13.95 -4.7% 43 qtrs
44 MRAZ, AMERINE & ASSOCIATES, INC. 133.7K -1.0K (-0.8%) 1.78M +6.3K (+0.4%) 0.06% -0.001 pp 0.26% -0.012 pp USD11.86 +12.1% 25 qtrs
45 BAHL & GAYNOR INC 131.5K +70.0K (+113.8%) 1.75M +939.5K (+116.3%) 0.06% +0.033 pp 0.01% +0.005 pp USD14.20 -6.4% 12 qtrs
46 ALPHACORE CAPITAL LLC 131.0K +37.9K (+40.8%) 1.74M +518.1K (+42.4%) 0.06% +0.018 pp 0.04% -0.002 pp USD14.64 -9.2% 9 qtrs
47 AMERICANA PARTNERS, LLC 126.4K +86.0K (+212.4%) 1.68M +1.1M (+216.0%) 0.06% +0.041 pp 0.05% +0.030 pp USD13.24 +0.4% 2 qtrs
48 ROYAL BANK OF CANADA 120.9K -17.5K (-12.7%) 1.61M -213.0K (-11.7%) 0.06% -0.008 pp 0.00% +0.000 pp USD14.49 -8.3% 43 qtrs
49 MCDANIEL TERRY & CO 120.0K +— (+0.0%) 1.59M +18.0K (+1.1%) 0.06% +0.000 pp 0.14% +0.012 pp USD15.30 -13.1% 43 qtrs
50 LMG WEALTH PARTNERS, LLC 101.8K -33.3K (-24.7%) 1.35M -422.8K (-23.8%) 0.05% -0.016 pp 0.25% -0.078 pp USD14.60 -9.0% 5 qtrs
51 RAHLFS CAPITAL, LLC 100.1K +145.0 (+0.1%) 1.33M +16.9K (+1.3%) 0.05% +0.000 pp 1.03% -0.006 pp USD14.37 -7.5% 5 qtrs
52 O'BRIEN GREENE & CO. INC 100.0K +— (+0.0%) 1.33M +15.0K (+1.1%) 0.05% +0.000 pp 0.39% -0.010 pp USD13.88 -4.3% 21 qtrs
53 MERCER GLOBAL ADVISORS INC /ADV 93.6K -23.0 (0.0%) 1.24M +13.7K (+1.1%) 0.04% +0.000 pp 0.00% 0.000 pp USD10.05 +32.2% 28 qtrs
54 HOWARD FINANCIAL SERVICES, LTD. 92.1K -15.0 (0.0%) 1.22M +13.6K (+1.1%) 0.04% +0.000 pp 0.14% -0.005 pp USD14.28 -6.9% 29 qtrs
55 SAVANT CAPITAL, LLC 89.1K -2.2K (-2.4%) 1.18M -15.4K (-1.3%) 0.04% -0.001 pp 0.01% 0.000 pp USD15.68 -15.2% 12 qtrs
56 JONES FINANCIAL COMPANIES LLLP 86.3K +85.0K (+6,640.6%) 1.15M +1.1M (+6,600.1%) 0.04% +0.040 pp 0.00% +0.001 pp USD13.32 -0.2% 7 qtrs
57 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 82.5K +— (+0.0%) 1.10M +12.4K (+1.1%) 0.04% +0.000 pp 0.05% -0.003 pp USD15.27 -13.0% 4 qtrs
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 81.0K +24.4K (+43.1%) 1.08M +332.8K (+44.7%) 0.04% +0.012 pp 0.00% +0.000 pp USD13.77 -3.5% 42 qtrs
59 BEACON POINTE ADVISORS, LLC 79.8K +4.0K (+5.3%) 1.06M +64.6K (+6.5%) 0.04% +0.002 pp 0.01% -0.001 pp USD15.67 -15.2% 10 qtrs
60 CHASE INVESTMENT COUNSEL CORP 75.6K +— (+0.0%) 1.00M +11.0K (+1.1%) 0.04% +0.000 pp 0.28% -0.013 pp USD14.30 -7.1% 14 qtrs
61 INDEPENDENT ADVISOR ALLIANCE 75.1K +43.0 (+0.1%) 997.9K +11.8K (+1.2%) 0.04% +0.000 pp 0.02% -0.001 pp USD15.63 -15.0% 12 qtrs
62 AVENIR CORP 73.9K +— (+0.0%) 982.1K +11.1K (+1.1%) 0.03% +0.000 pp 0.11% +0.005 pp USD15.96 -16.7% 9 qtrs
63 INVESCO LTD. 73.3K -20.2K (-21.6%) 974.2K -255.0K (-20.7%) 0.03% -0.010 pp 0.00% +0.000 pp USD11.81 +12.5% 21 qtrs
64 GRUSS & CO., LLC 71.0K +— (+0.0%) 943.8K +10.7K (+1.1%) 0.03% +0.000 pp 2.08% -0.357 pp USD12.13 +9.6% 40 qtrs
65 ICON WEALTH ADVISORS, LLC 69.8K +282.0 (+0.4%) 927.7K +14.2K (+1.6%) 0.03% +0.000 pp 0.06% 0.000 pp USD15.75 -15.6% 9 qtrs
66 BRAMSHILL INVESTMENTS, LLC 65.5K +453.0 (+0.7%) 870.6K +15.8K (+1.8%) 0.03% +0.000 pp 0.05% -0.009 pp USD15.86 -16.2% 13 qtrs
67 FRANKLIN RESOURCES INC 63.2K -3.8K (-5.7%) 840.1K -40.5K (-4.6%) 0.03% -0.002 pp 0.00% +0.000 pp USD16.30 -18.5% 38 qtrs
68 JEFFERIES FINANCIAL GROUP INC. 62.4K +— (+0.0%) 829.3K +9.4K (+1.1%) 0.03% +0.000 pp 0.00% +0.000 pp USD16.87 -21.2% 13 qtrs
69 MOORS & CABOT, INC. 61.7K -1.0K (-1.6%) 820.0K -3.9K (-0.5%) 0.03% -0.001 pp 0.04% -0.001 pp USD12.69 +4.7% 19 qtrs
70 JANE STREET GROUP, LLC 59.1K +32.3K (+120.0%) 785.8K +432.7K (+122.5%) 0.03% +0.015 pp 0.00% +0.000 pp USD13.22 +0.5% 21 qtrs
71 WELCH & FORBES LLC 59.0K +— (+0.0%) 783.7K +8.8K (+1.1%) 0.03% +0.000 pp 0.01% +0.000 pp USD17.22 -22.8% 32 qtrs
72 CALDWELL SUTTER CAPITAL, INC. 55.8K +— (+0.0%) 741.4K +8.4K (+1.1%) 0.03% +0.000 pp 0.31% +0.001 pp USD16.82 -21.0% 13 qtrs
73 VIDENT ADVISORY, LLC 55.7K -9.4K (-14.4%) 740.1K -114.7K (-13.4%) 0.03% -0.004 pp 0.01% -0.001 pp USD13.14 +1.1% 10 qtrs
74 SUMITOMO MITSUI TRUST HOLDINGS, INC. 50.0K +— (+0.0%) 664.5K +7.5K (+1.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD9.47 +40.3% 37 qtrs
75 EXCHANGE TRADED CONCEPTS, LLC 49.8K +7.1K (+16.7%) 662.2K +101.1K (+18.0%) 0.02% +0.003 pp 0.01% +0.000 pp USD13.46 -1.3% 5 qtrs
76 TWEEDY, BROWNE CO LLC 49.8K +7.1K (+16.7%) 662.2K +101.1K (+18.0%) 0.02% +0.003 pp 0.05% +0.005 pp USD13.14 +1.1% 3 qtrs
77 CLEAR HARBOR ASSET MANAGEMENT, LLC 49.3K +— (+0.0%) 655.3K +7.4K (+1.1%) 0.02% +0.000 pp 0.04% +0.009 pp USD6.34 +109.6% 22 qtrs
78 ADVISER INVESTMENTS LLC 46.4K -3.5K (-7.0%) 616.8K -38.9K (-5.9%) 0.02% -0.002 pp 0.01% -0.001 pp USD17.27 -23.0% 32 qtrs
79 43.8K +43.8K (+100.0%) 581.6K +581.6K (+100.0%) 0.02% +0.021 pp 0.52% +0.521 pp USD13.29 +0.0% 1 qtrs NEW
80 ADVISORY SERVICES NETWORK, LLC 43.2K -5.1K (-10.6%) 574.5K -61.2K (-9.6%) 0.02% -0.002 pp 0.01% -0.001 pp USD13.79 -3.6% 4 qtrs
81 QUANTINNO CAPITAL MANAGEMENT LP 41.3K -1.3K (-3.1%) 548.7K -11.3K (-2.0%) 0.02% -0.001 pp 0.00% 0.000 pp USD13.14 +1.1% 2 qtrs
82 FAMILY MANAGEMENT CORP 39.8K +— (+0.0%) 528.5K +6.0K (+1.1%) 0.02% +0.000 pp 0.07% -0.005 pp USD9.50 +39.9% 21 qtrs
83 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 38.8K +4.4K (+12.8%) 515.9K +63.7K (+14.1%) 0.02% +0.002 pp 0.00% +0.000 pp USD14.93 -11.0% 5 qtrs
84 SPIRIT OF AMERICA MANAGEMENT CORP/NY 38.0K -43.0K (-53.1%) 505.0K -559.3K (-52.6%) 0.02% -0.020 pp 0.11% -0.106 pp USD14.71 -9.7% 27 qtrs
85 ANCORA ADVISORS, LLC 36.9K -1.5K (-3.9%) 490.0K -14.0K (-2.8%) 0.02% -0.001 pp 0.01% +0.000 pp USD8.04 +65.3% 21 qtrs
86 ALPS ADVISORS INC 36.7K +315.0 (+0.9%) 487.8K +9.6K (+2.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD13.14 +1.1% 2 qtrs
87 BCS WEALTH MANAGEMENT 35.9K +18.3K (+104.1%) 477.4K +246.1K (+106.4%) 0.02% +0.009 pp 0.05% -0.004 pp USD14.24 -6.7% 12 qtrs
88 FORT SHERIDAN ADVISORS LLC 35.9K +— (+0.0%) 476.7K +5.4K (+1.1%) 0.02% +0.000 pp 0.06% -0.001 pp USD15.93 -16.6% 9 qtrs
89 ARISTIDES CAPITAL LLC 35.5K +1.1K (+3.3%) 472.0K +20.0K (+4.4%) 0.02% +0.001 pp 0.08% +0.018 pp USD11.12 +19.5% 19 qtrs
90 DOLIVER ADVISORS, LP 35.0K +850.0 (+2.5%) 465.5K +16.4K (+3.7%) 0.02% +0.000 pp 0.12% +0.000 pp USD13.26 +0.2% 18 qtrs
91 US BANCORP \DE\ 34.8K +15.0K (+75.9%) 462.2K +202.3K (+77.9%) 0.02% +0.007 pp 0.00% +0.000 pp USD14.27 -6.9% 43 qtrs
92 JFS WEALTH ADVISORS, LLC 32.7K +— (+0.0%) 435.2K +4.9K (+1.1%) 0.02% +0.000 pp 0.02% -0.001 pp USD15.10 -12.0% 6 qtrs
93 BARTLETT & CO. WEALTH MANAGEMENT LLC 32.7K +— (+0.0%) 435.2K +4.9K (+1.1%) 0.02% +0.000 pp 0.01% +0.000 pp USD6.68 +99.0% 21 qtrs
94 CETERA INVESTMENT ADVISERS 30.6K -2.7K (-8.2%) 406.2K -31.2K (-7.1%) 0.01% -0.001 pp 0.00% 0.000 pp USD15.34 -13.4% 8 qtrs
95 GRANDFIELD & DODD, LLC 30.4K +— (+0.0%) 403.8K +4.6K (+1.1%) 0.01% +0.000 pp 0.02% +0.000 pp USD13.08 +1.6% 3 qtrs
96 AVIDIAN WEALTH SOLUTIONS, LLC 30.0K +— (+0.0%) 398.7K +4.5K (+1.1%) 0.01% +0.000 pp 0.01% 0.000 pp USD15.95 -16.7% 8 qtrs
97 SIMPLEX TRADING, LLC 28.1K +25.0K (+821.9%) 373.1K +333.1K (+832.7%) 0.01% +0.012 pp 0.00% +0.000 pp USD13.27 +0.2% 14 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
3.00
Bullish
Buys
24
Sells
12
Shares acquired
660.4K
Shares disposed
169.1K
Cash buys
Cash sales
1.00
Net activity
+491,240
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-06 Putman Luke Stevens Officer S-Sale D Common units representing limited partner interests 29,386 14.45 424.7K 732,031 D
2026-04-02 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,570 15.12 23.7K 2,054,275 D
2026-04-02 Randall William E. Director A-Award A Common units representing limited partner interests 1,488 15.12 22.5K 191,774 D
2026-04-02 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,240 15.12 18.7K 321,147 D
2026-04-02 Hamman Anne Lenoir Director A-Award A Common units representing limited partner interests 473 15.12 7.2K 7,086 D
2026-04-02 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,240 15.12 18.7K 393,845 D
2026-03-11 Hamman Anne Lenoir Director A-Award A Common units representing limited partner interests 6,613 0.00 6,613 D
2026-03-05 Putman Luke Stevens Officer S-Sale D Common units representing limited partner interests 30,276 15.25 461.6K 761,417 D
2026-02-24 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 68,853 0.00 816,995 D
2026-02-24 DeWalch Taylor Director / Officer F-InKind D Common units representing limited partner interests 478 15.23 7.3K 141,369 D
2026-02-24 Carter Thomas L Jr Director / Officer F-InKind D Common units representing limited partner interests 53,641 15.23 817.0K 3,613,846 D
2026-02-24 Carter Fowler Director / Officer F-InKind D Common units representing limited partner interests 325 15.23 4.9K 125,379 D
2026-02-24 Bonner Chris Officer F-InKind D Common units representing limited partner interests 430 15.23 6.5K 50,678 D
2026-02-04 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 65,420 0.00 748,142 D
2026-02-04 Phillips Erin Leah Officer A-Award A Common units representing limited partner interests 2,002 0.00 3,911 D
2026-02-04 Hamman Anne Lenoir Director Common units representing limited partner interests 0 0.00 502,703 I
2026-02-04 DeWalch Taylor Director / Officer A-Award A Common units representing limited partner interests 80,106 0.00 139,889 D
2026-02-04 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 53,404 0.00 3,531,172 D
2026-02-04 Carter Fowler Director / Officer A-Award A Common units representing limited partner interests 80,106 0.00 124,374 D
2026-02-04 Bonner Chris Officer A-Award A Common units representing limited partner interests 42,723 0.00 49,661 D
2026-01-13 Whitehead James Director A-Award A Common units representing limited partner interests 14,255 0.00 51,865 D
2026-01-13 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 14,255 0.00 2,052,705 D
2026-01-13 Randall William E. Director A-Award A Common units representing limited partner interests 14,255 0.00 190,286 D
2026-01-13 Longmaid Ashley J Director A-Award A Common units representing limited partner interests 14,255 0.00 148,463 D
2026-01-13 Linn Michael C Director A-Award A Common units representing limited partner interests 14,255 0.00 208,150 D
2026-01-13 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 14,255 0.00 319,907 D
2026-01-13 DeWalch D Mark Director A-Award A Common units representing limited partner interests 14,255 0.00 392,605 D
2026-01-13 BARTH CARIN MARCY Director A-Award A Common units representing limited partner interests 14,255 0.00 142,447 D
2026-01-07 Putman Luke Stevens Officer F-InKind D Common units representing limited partner interests 14,920 13.38 199.6K 682,722 D
2026-01-07 Phillips Erin Leah Officer F-InKind D Common units representing limited partner interests 211 13.38 2.8K 1,909 D
2026-01-07 DeWalch Taylor Director / Officer F-InKind D Common units representing limited partner interests 5,458 13.38 73.0K 59,783 D
2026-01-07 Carter Thomas L Jr Director / Officer F-InKind D Common units representing limited partner interests 34,933 13.38 467.4K 3,477,768 D
2026-01-07 Carter Fowler Director / Officer F-InKind D Common units representing limited partner interests 2,511 13.38 33.6K 44,268 D
2026-01-07 Bonner Chris Officer F-InKind D Common units representing limited partner interests 642 13.38 8.6K 6,938 D
2026-01-02 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,693 13.29 22.5K 2,038,450 D
2026-01-02 Randall William E. Director A-Award A Common units representing limited partner interests 1,537 13.29 20.4K 176,031 D
2026-01-02 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,410 13.29 18.7K 305,652 D
2026-01-02 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,410 13.29 18.7K 378,350 D
2026-01-01 Phillips Erin Leah Officer Common units representing limited partner interests 0 0.00 2,120 D
2025-10-03 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,712 13.14 22.5K 2,036,757 D
2025-10-03 Randall William E. Director A-Award A Common units representing limited partner interests 1,426 13.14 18.7K 174,494 D
2025-10-03 Mathis William N. Director A-Award A Common units representing limited partner interests 2,378 13.14 31.2K 246,200 D
2025-10-03 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,426 13.14 18.7K 304,242 D
2025-10-03 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,426 13.14 18.7K 376,940 D
2025-09-12 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 14,000 12.59 176.2K 3,512,701 D
2025-09-11 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 1,300 12.39 16.1K 3,498,701 D
2025-09-10 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 10,536 12.32 129.8K 3,497,401 D
2025-09-09 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 1,307 12.07 15.8K 3,486,865 D
2025-09-08 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 13,527 11.90 160.9K 3,485,558 D
2025-08-20 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 21,000 12.03 252.6K 3,472,031 D
2025-08-19 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 20,000 11.97 239.3K 3,451,031 D
2025-08-15 Stuart Alexander D. Director G-Gift D Common units representing limited partner interests 20,200 0.00 2,035,045 D
2025-08-12 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 9,200 12.36 113.7K 3,431,031 D
2025-08-11 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 25,000 12.10 302.5K 3,421,831 D
2025-08-08 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 27,500 12.20 335.5K 3,396,831 D
2025-08-07 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 19,710 12.24 241.3K 3,369,331 D
2025-07-03 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,720 13.08 22.5K 2,055,245 D
2025-07-03 Randall William E. Director A-Award A Common units representing limited partner interests 1,433 13.08 18.7K 173,068 D
2025-07-03 Mathis William N. Director A-Award A Common units representing limited partner interests 1,624 13.08 21.2K 243,822 D
2025-07-03 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,433 13.08 18.7K 302,816 D
2025-07-03 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,433 13.08 18.7K 375,514 D
2025-06-20 Mathis William N. Director J-Other A Common units representing limited partner interests 54,690 0.00 324,763 I
2025-05-29 Clark Carrie Pearson Officer S-Sale D Common units representing limited partner interests 36,900 13.56 500.3K 165,857 D
2025-05-21 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 14,500 13.52 196.1K 3,349,621 D
2025-04-04 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,473 15.27 22.5K 2,053,525 D
2025-04-04 Randall William E. Director A-Award A Common units representing limited partner interests 1,227 15.27 18.7K 171,635 D
2025-04-04 Mathis William N. Director A-Award A Common units representing limited partner interests 1,391 15.27 21.2K 242,198 D
2025-04-04 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,227 15.27 18.7K 301,383 D
2025-04-04 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,227 15.27 18.7K 374,081 D
2025-02-25 Putman Luke Stevens Officer F-InKind D Common units representing limited partner interests 37,067 15.11 560.1K 697,642 D
2025-02-25 Clark Carrie Pearson Officer F-InKind D Common units representing limited partner interests 14,595 15.11 220.5K 202,757 D
2025-02-25 Carter Thomas L Jr Director / Officer F-InKind D Common units representing limited partner interests 74,795 15.11 1.13M 3,335,121 D
2025-02-25 Carter Fowler Officer F-InKind D Common units representing limited partner interests 552 15.11 8.3K 46,779 D
2025-02-25 Bonner Chris Officer F-InKind D Common units representing limited partner interests 583 15.11 8.8K 7,580 D
2025-02-21 Carter Fowler Officer Common units representing limited partner interests 0 0.00 45,475 D
2025-02-14 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 62,884 0.00 638,701 D
2025-02-14 DeWalch Taylor Officer A-Award A Common units representing limited partner interests 51,599 0.00 65,241 D
2025-02-14 Clark Carrie Pearson Officer A-Award A Common units representing limited partner interests 62,884 0.00 169,913 D
2025-02-14 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 124,496 0.00 3,219,843 D
2025-02-14 Bonner Chris Officer A-Award A Common units representing limited partner interests 4,130 0.00 6,201 D
2025-01-13 Whitehead James Director A-Award A Common units representing limited partner interests 13,324 0.00 37,610 D
2025-01-13 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 13,324 0.00 2,052,052 D
2025-01-13 Randall William E. Director A-Award A Common units representing limited partner interests 13,324 0.00 170,408 D
2025-01-13 Mathis William N. Director A-Award A Common units representing limited partner interests 13,324 0.00 240,807 D
2025-01-13 Longmaid Ashley J Director A-Award A Common units representing limited partner interests 10,266 0.00 134,208 D
2025-01-13 Linn Michael C Director A-Award A Common units representing limited partner interests 13,324 0.00 193,895 D
2025-01-13 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 13,324 0.00 300,156 D
2025-01-13 DeWalch D Mark Director A-Award A Common units representing limited partner interests 13,324 0.00 372,854 D
2025-01-13 BARTH CARIN MARCY Director A-Award A Common units representing limited partner interests 13,324 0.00 128,192 D
2025-01-07 Putman Luke Stevens Officer F-InKind D Common units representing limited partner interests 15,479 14.49 224.3K 575,817 D
2025-01-07 DeWalch Taylor Officer F-InKind D Common units representing limited partner interests 668 14.49 9.7K 13,642 D
2025-01-07 Clark Carrie Pearson Officer F-InKind D Common units representing limited partner interests 9,894 14.49 143.4K 107,029 D
2025-01-07 Carter Thomas L Jr Director / Officer F-InKind D Common units representing limited partner interests 37,781 14.49 547.4K 3,095,347 D
2025-01-07 Bonner Chris Officer F-InKind D Common units representing limited partner interests 377 14.49 5.5K 2,071 D
2025-01-03 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,541 14.60 22.5K 2,038,728 D
2025-01-03 Randall William E. Director A-Award A Common units representing limited partner interests 1,284 14.60 18.7K 157,084 D
2025-01-03 Mathis William N. Director A-Award A Common units representing limited partner interests 1,455 14.60 21.2K 227,483 D
2025-01-03 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,284 14.60 18.7K 286,832 D
2025-01-03 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,284 14.60 18.7K 359,530 D
2024-10-04 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,490 15.10 22.5K 251,589 D
2024-10-04 Randall William E. Director A-Award A Common units representing limited partner interests 1,241 15.10 18.7K 155,800 D
2024-10-04 Mathis William N. Director A-Award A Common units representing limited partner interests 1,407 15.10 21.2K 226,028 D
2024-10-04 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,241 15.10 18.7K 285,548 D
2024-10-04 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,241 15.10 18.7K 358,246 D
2024-09-06 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 100,000 14.12 1.41M 3,133,128
2024-08-26 Clark Carrie Pearson Officer S-Sale D Common units representing limited partner interests 18,532 14.84 275.0K 116,923
2024-08-15 DeWalch D Mark Director P-Purchase A Common units representing limited partner interests 34,200 14.62 500.0K 357,005
2024-07-05 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,435 15.67 22.5K 250,099
2024-07-05 Randall William E. Director A-Award A Common units representing limited partner interests 1,196 15.67 18.7K 154,559
2024-07-05 Mathis William N. Director A-Award A Common units representing limited partner interests 1,356 15.67 21.2K 224,621
2024-07-05 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,196 15.67 18.7K 284,307
2024-07-05 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,196 15.67 18.7K 322,805
2024-06-13 Bonner Chris Officer D Common units representing limited partner interests 0 0.00 2,448
2024-05-28 DeWalch Taylor Officer D Common units representing limited partner interests 0 0.00 14,310
2024-04-11 Longmaid Ashley J Director A-Award A Common units representing limited partner interests 6,064 0.00 123,942
2024-04-05 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,408 15.98 22.5K 248,664
2024-04-05 Randall William E. Director A-Award A Common units representing limited partner interests 1,173 15.98 18.7K 153,363
2024-04-05 Mathis William N. Director A-Award A Common units representing limited partner interests 1,329 15.98 21.2K 223,265
2024-04-05 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,173 15.98 18.7K 283,111
2024-04-05 DeWalch D Mark Director A-Award A Common units representing limited partner interests 1,173 15.98 18.7K 321,609
2024-03-25 Longmaid Ashley J Director D Common units representing limited partner interests 0 0.00 117,878
2024-02-26 DeWalch D Mark Director P-Purchase A Common units representing limited partner interests 3,250 15.47 50.3K 320,436
2024-02-20 Smajstrla Dawn Officer A-Award A Common units representing limited partner interests 23,704 0.00 134,228
2024-02-20 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 107,476 0.00 633,589
2024-02-20 Kiefer Evan Montgomery Officer A-Award A Common units representing limited partner interests 6,946 0.00 67,086
2024-02-20 Clark Carrie Pearson Officer A-Award A Common units representing limited partner interests 25,484 0.00 141,661
2024-02-20 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 292,275 0.00 3,148,139
2024-01-31 Smajstrla Dawn Officer A-Award A Common units representing limited partner interests 15,243 0.00 110,524
2024-01-31 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 56,325 0.00 526,113
2024-01-31 Kiefer Evan Montgomery Officer A-Award A Common units representing limited partner interests 28,658 0.00 60,140
2024-01-31 Clark Carrie Pearson Officer A-Award A Common units representing limited partner interests 39,759 0.00 116,177
2024-01-31 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 111,510 0.00 2,855,864
2024-01-11 Whitehead James Director A-Award A Common units representing limited partner interests 5,395 0.00 24,286
2024-01-11 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 12,307 0.00 247,256
2024-01-11 Randall William E. Director A-Award A Common units representing limited partner interests 12,307 0.00 152,190
2024-01-11 Mathis William N. Director A-Award A Common units representing limited partner interests 12,307 0.00 221,936
2024-01-11 Longmaid John H. Director A-Award A Common units representing limited partner interests 12,307 0.00 0
2024-01-11 Linn Michael C Director A-Award A Common units representing limited partner interests 12,307 0.00 180,571
2024-01-11 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 12,307 0.00 281,938
2024-01-11 DeWalch D Mark Director A-Award A Common units representing limited partner interests 12,307 0.00 317,186
2024-01-11 BARTH CARIN MARCY Director A-Award A Common units representing limited partner interests 12,307 0.00 114,868
2024-01-07 Smajstrla Dawn Officer F-InKind D Common units representing limited partner interests 3,825 16.05 61.4K 95,281
2024-01-07 Putman Luke Stevens Officer F-InKind D Common units representing limited partner interests 16,633 16.05 267.0K 469,788
2024-01-07 Kiefer Evan Montgomery Officer F-InKind D Common units representing limited partner interests 2,321 16.05 37.3K 31,482
2024-01-07 Clark Carrie Pearson Officer F-InKind D Common units representing limited partner interests 7,895 16.05 126.7K 76,418
2024-01-07 Carter Thomas L Jr Director / Officer F-InKind D Common units representing limited partner interests 48,089 16.05 771.8K 2,744,354
2024-01-05 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,409 15.96 22.5K 234,949
2024-01-05 Randall William E. Director A-Award A Common units representing limited partner interests 1,174 15.96 18.7K 139,883
2024-01-05 Mathis William N. Director A-Award A Common units representing limited partner interests 1,331 15.96 21.2K 209,629
2024-01-05 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,174 15.96 18.7K 269,631
2023-12-08 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 2,075 16.20 33.6K 2,792,443
2023-12-07 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 29,000 15.99 463.6K 2,790,368
2023-11-17 DeWalch D Mark Director P-Purchase A Common units representing limited partner interests 22,297 17.49 390.0K 304,879
2023-11-16 DeWalch D Mark Director P-Purchase A Common units representing limited partner interests 21,703 17.14 372.0K 282,582
2023-11-08 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 9,000 17.11 154.0K 2,761,368
2023-11-07 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 24,577 17.96 441.4K 2,752,368
2023-11-06 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 25,000 18.21 455.2K 2,727,791
2023-11-03 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 25,000 18.34 458.6K 2,702,791
2023-11-02 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 25,000 18.27 456.8K 2,677,791
2023-10-06 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,305 17.23 22.5K 156,044
2023-10-06 Randall William E. Director A-Award A Common units representing limited partner interests 1,088 17.23 18.7K 138,709
2023-10-06 Mathis William N. Director A-Award A Common units representing limited partner interests 1,233 17.23 21.2K 208,298
2023-10-06 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,088 17.23 18.7K 268,457
2023-08-11 Whitehead James Director A-Award A Common units representing limited partner interests 5,927 0.00 18,891
2023-07-25 Whitehead James Director Common units representing limited partner interests 0 0.00 2,274,820 I
2023-07-07 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,410 15.95 22.5K 154,739
2023-07-07 Randall William E. Director A-Award A Common units representing limited partner interests 1,175 15.95 18.7K 137,621
2023-07-07 Mathis William N. Director A-Award A Common units representing limited partner interests 1,332 15.95 21.2K 207,065
2023-07-07 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,175 15.95 18.7K 267,369
2023-05-05 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 31,800 15.53 494.0K 2,652,791
2023-05-04 Putman Luke Stevens Officer S-Sale D Common units representing limited partner interests 100,000 15.06 1.51M 486,421
2023-04-06 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 1,434 15.69 22.5K 153,329
2023-04-06 Randall William E. Director A-Award A Common units representing limited partner interests 1,195 15.69 18.7K 136,446
2023-04-06 Mathis William N. Director A-Award A Common units representing limited partner interests 1,354 15.69 21.2K 205,733
2023-04-06 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 1,195 15.69 18.7K 266,194
2023-03-06 DeWalch D Mark Director P-Purchase A Common units representing limited partner interests 31,150 15.85 493.7K 260,879
2023-03-01 Kiefer Evan Montgomery Officer D Common units representing limited partner interests 0 0.00 33,803
2023-02-27 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 30,000 15.58 467.3K 2,620,991
2023-02-24 Carter Thomas L Jr Director / Officer P-Purchase A Common units representing limited partner interests 32,500 15.32 498.0K 2,590,991
2023-02-22 Wood Jeffrey P. Officer A-Award A Common units representing limited partner interests 128,715 0.00 639,760
2023-02-22 Smajstrla Dawn Officer A-Award A Common units representing limited partner interests 17,693 0.00 103,415
2023-02-22 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 69,235 0.00 613,666
2023-02-22 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 148,631 0.00 2,616,978
2023-02-01 Smajstrla Dawn Officer A-Award A Common units representing limited partner interests 11,270 0.00 85,722
2023-02-01 Putman Luke Stevens Officer A-Award A Common units representing limited partner interests 55,711 0.00 544,431
2023-02-01 Clark Carrie Pearson Officer A-Award A Common units representing limited partner interests 39,325 0.00 84,313
2023-02-01 Carter Thomas L Jr Director / Officer A-Award A Common units representing limited partner interests 110,295 0.00 2,468,347
2023-01-11 Thacker Allison K. Director A-Award A Common units representing limited partner interests 12,539 0.00 122,656
2023-01-11 Stuart Alexander D. Director A-Award A Common units representing limited partner interests 12,539 0.00 151,895
2023-01-11 Randall William E. Director A-Award A Common units representing limited partner interests 12,539 0.00 135,251
2023-01-11 Mathis William N. Director A-Award A Common units representing limited partner interests 12,539 0.00 204,379
2023-01-11 Longmaid John H. Director A-Award A Common units representing limited partner interests 12,539 0.00 0
2023-01-11 Linn Michael C Director A-Award A Common units representing limited partner interests 12,539 0.00 168,264
2023-01-11 Kyle Jerry V. Jr. Director A-Award A Common units representing limited partner interests 12,539 0.00 264,999
2023-01-11 DeWalch D Mark Director A-Award A Common units representing limited partner interests 12,539 0.00 229,729
2023-01-11 BARTH CARIN MARCY Director A-Award A Common units representing limited partner interests 12,539 0.00 102,561
2023-01-07 Wood Jeffrey P. Officer F-InKind D Common units representing limited partner interests 32,500 15.47 502.8K 511,045
2023-01-07 Smajstrla Dawn Officer F-InKind D Common units representing limited partner interests 3,896 15.47 60.3K 74,452
2023-01-07 Putman Luke Stevens Officer F-InKind D Common units representing limited partner interests 15,659 15.47 242.2K 488,720
2023-01-07 Clark Carrie Pearson Officer F-InKind D Common units representing limited partner interests 4,689 15.47 72.5K 44,988

Executive team

Top executives
EBIT / Employee
2.69M
Shares Outstanding
212.33M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Thomas L. Carter, Jr. (President, Chairman and Chief Executive Officer) 485.0K 3.77M 517.9K 17.5K 4.79M 78.69%
2 2025 Carrie P. Clark (Former Senior Vice President and Chief Commercial Officer) 167.9K 1.90M 934.4K 3.01M 63.32%
3 2025 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 335.8K 1.90M 298.8K 16.8K 2.55M 74.50%
4 2025 H. Taylor DeWalch (Senior Vice President and Chief Financial Officer) 319.3K 1.56M 284.1K 16.0K 2.18M 71.60%
5 2025 Fowler T. Carter (Senior Vice President, Corporate Development) 275.0K 640.0K 244.7K 13.8K 1.17M 54.54%
6 2025 Chris R. Bonner (Vice President, Chief Accounting Officer) 250.0K 30.0K 125.0K 111.2K 12.5K 528.7K 23.64%
7 2024 Thomas L. Carter, Jr. (President, Chairman and Chief Executive Officer) 470.9K 3.66M 588.3K 17.3K 4.73M 77.26%
8 2024 Thomas L. Carter, Jr. (Chairman, Chief Executive Officer, and President) 470.9K 3.66M 588.3K 17.3K 4.73M 77.26%
9 2024 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 326.0K 1.85M 339.4K 16.3K 2.53M 73.05%
10 2024 Carrie P. Clark (Former Senior Vice President and Chief Commercial Officer) 326.0K 1.30M 339.4K 15.9K 1.99M 65.68%
11 2024 Carrie P. Clark (Senior Vice President, Chief Commercial Officer) 326.0K 1.30M 339.4K 15.9K 1.99M 65.68%
12 2024 Evan M. Kiefer (Former Senior Vice President, Chief Financial Officer, and Treasurer) 116.7K 940.0K 627.2K 1.68M 55.82%
13 2024 H. Taylor DeWalch (Senior Vice President, Chief Financial Officer) 297.5K 168.0K 262.0K 14.9K 742.4K 22.63%
14 2024 H. Taylor DeWalch (Senior Vice President and Chief Financial Officer) 297.5K 168.0K 262.0K 14.9K 742.4K 22.63%
15 2024 Dawn K. Smajstrla (Former Vice President, Chief Accounting Officer) 141.6K 500.0K 7.1K 648.6K 77.08%
16 2023 Thomas L. Carter, Jr. (President, Chairman and Chief Executive Officer) 455.0K 3.53M 546.0K 16.5K 4.55M 77.64%
17 2023 Thomas L. Carter, Jr. (Chairman, Chief Executive Officer, and President) 455.0K 3.53M 546.0K 16.5K 4.55M 77.64%
18 2023 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 315.0K 1.78M 315.0K 15.8K 2.43M 73.43%
19 2023 Carrie P. Clark (Senior Vice President, Chief Commercial Officer) 315.0K 1.26M 315.0K 15.3K 1.91M 66.13%
20 2023 Carrie P. Clark (Former Senior Vice President and Chief Commercial Officer) 315.0K 1.26M 315.0K 15.3K 1.91M 66.13%
21 2023 Carrie P. Clark (Senior Vice President Land & Commercial) 315.0K 1.26M 315.0K 15.3K 1.91M 66.13%
22 2023 Evan M. Kiefer (Chief Financial Officer and Treasurer) 255.0K 5.0K 500.0K 250.0K 12.8K 1.02M 48.89%
23 2023 Evan M. Kiefer (Former Senior Vice President, Chief Financial Officer, and Treasurer) 255.0K 5.0K 500.0K 250.0K 12.8K 1.02M 48.89%
24 2023 Jeffrey P. Wood (Former President, Chief Financial Officer and Treasurer) 66.7K 877.4K 944.1K 0.00%
25 2023 Dawn K. Smajstrla (Vice President and Chief Accounting Officer) 300.9K 361.1K 180.6K 15.0K 857.6K 42.10%
26 2023 Dawn K. Smajstrla (Former Vice President, Chief Accounting Officer) 300.9K 361.1K 180.6K 15.0K 857.6K 42.10%
27 2022 Thomas L. Carter, Jr. (President, Chairman and Chief Executive Officer) 433.3K 3.37M 1.04M 15.3K 4.85M 69.33%
28 2022 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer 433.3K 3.37M 1.04M 15.3K 4.85M 69.33%
29 2022 Thomas L. Carter, Jr. (Chairman, Chief Executive Officer, and President) 433.3K 3.37M 1.04M 15.3K 4.85M 69.33%
30 2022 Jeffrey P. Wood (Former President, Chief Financial Officer and Treasurer) 400.0K 2.40M 800.0K 15.3K 3.62M 66.39%
31 2022 Jeffrey P. Wood (President, Chief Financial Officer and Treasurer 400.0K 2.40M 800.0K 15.3K 3.62M 66.39%
32 2022 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 300.0K 1.70M 600.0K 15.0K 2.61M 65.01%
33 2022 L. Steve Putman (Senior Vice President, General Counsel, and Secretary 300.0K 1.70M 600.0K 15.0K 2.61M 65.01%
34 2022 Carrie P. Clark (Senior Vice President, Chief Commercial Officer) 300.0K 840.0K 600.0K 14.6K 1.75M 47.87%
35 2022 Carrie P. Clark (Senior Vice President Land & Commercial) 300.0K 840.0K 600.0K 14.6K 1.75M 47.87%
36 2022 Dawn K. Smajstrla (Vice President and Chief Accounting Officer) 286.6K 343.9K 343.9K 14.3K 988.7K 34.78%
37 2022 Dawn K. Smajstrla (Vice President and Chief Accounting Officer 286.6K 343.9K 343.9K 14.3K 988.7K 34.78%
38 2022 Dawn K. Smajstrla (Former Vice President, Chief Accounting Officer) 286.6K 343.9K 343.9K 14.3K 988.7K 34.78%
39 2021 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer) 433.3K 3.37M 1.04M 14.5K 4.85M 69.35%
40 2021 Thomas L. Carter, Jr. (President, Chairman and Chief Executive Officer) 433.3K 3.37M 1.04M 14.5K 4.85M 69.35%
41 2021 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer 433.3K 3.37M 1.04M 14.5K 4.85M 69.35%
42 2021 Jeffrey P. Wood (Former President, Chief Financial Officer and Treasurer) 358.0K 2.35M 716.0K 14.5K 3.44M 68.36%
43 2021 Jeffrey P. Wood (President and Chief Financial Officer) 358.0K 2.35M 716.0K 14.5K 3.44M 68.36%
44 2021 Jeffrey P. Wood (President, Chief Financial Officer and Treasurer 358.0K 2.35M 716.0K 14.5K 3.44M 68.36%
45 2021 L. Steve Putman (Senior Vice President, General Counsel, and Secretary 280.0K 1.24M 560.0K 14.0K 2.09M 59.17%
46 2021 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 1.24M 560.0K 14.0K 2.09M 59.17%
47 2021 Dawn K. Smajstrla (Vice President and Chief Accounting Officer 273.0K 272.9K 273.0K 13.6K 832.5K 32.79%
48 2021 Dawn K. Smajstrla (Vice President and Chief Accounting Officer) 273.0K 272.9K 273.0K 13.6K 832.5K 32.79%
49 2021 Carrie P. Clark (Senior Vice President Land & Commercial) 125.0K 349.8K 249.9K 6.1K 730.8K 47.87%
50 2021 Carrie P. Clark (Senior Vice President Land & Legal) 125.0K 349.8K 249.9K 6.1K 730.8K 47.87%
51 2020 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer 332.1K 34.5K 2.06M 364.1K 14.3K 2.81M 73.48%
52 2020 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer) 332.1K 34.5K 2.06M 364.1K 14.3K 2.81M 73.48%
53 2020 Jeffrey P. Wood (President, Chief Financial Officer and Treasurer 340.0K 29.4K 1.79M 310.6K 14.3K 2.48M 72.02%
54 2020 Jeffrey P. Wood (President and Chief Financial Officer) 340.0K 29.4K 1.79M 310.6K 14.3K 2.48M 72.02%
55 2020 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 24.2K 961.2K 255.8K 14.0K 1.54M 62.61%
56 2020 Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 24.2K 961.2K 255.8K 14.0K 1.54M 62.61%
57 2020 L. Steve Putman (Senior Vice President, General Counsel, and Secretary 280.0K 24.2K 961.2K 255.8K 14.0K 1.54M 62.61%
58 2020 Holbrook F. Dorn (Former Senior Vice President, Business Development) 49.6K 1.48M 1.53M 0.00%
59 2020 Brock Morris (Former Senior Vice President, Engineering and Geology) 46.8K 1.25M 1.30M 0.00%
60 2020 Dawn K. Smajstrla (Vice President and Chief Accounting Officer 273.0K 11.8K 245.6K 124.7K 13.6K 668.7K 36.73%
61 2020 Dawn K. Smajstrla (Vice President and Chief Accounting Officer) 273.0K 11.8K 245.6K 124.7K 13.6K 668.7K 36.73%
62 2019 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer) 669.5K 5.20M 726.1K 14.0K 6.61M 78.67%
63 2019 Jeffrey P. Wood (President and Chief Financial Officer) 400.0K 2.63M 361.5K 14.0K 3.40M 77.21%
64 2019 Holbrook F. Dorn (Former Senior Vice President, Business Development) 350.0K 2.30M 316.3K 14.0K 2.98M 77.17%
65 2019 Holbrook F. Dorn (Senior Vice President, Business Development) 350.0K 2.30M 316.3K 14.0K 2.98M 77.17%
66 2019 Brock Morris (Former Senior Vice President, Engineering and Geology) 330.0K 1.70M 298.2K 14.0K 2.34M 72.58%
67 2019 Brock Morris (Senior Vice President, Engineering and Geology) 330.0K 1.70M 298.2K 14.0K 2.34M 72.58%
68 2019 Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 1.41M 253.0K 14.0K 1.96M 72.10%
69 2019 L. Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 1.41M 253.0K 14.0K 1.96M 72.10%
70 2018 Thomas L. Carter, Jr. (Chief Executive Officer and Chairman) 669.5K 5.20M 1.46M 13.8K 7.35M 70.78%
71 2018 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer) 669.5K 5.20M 1.46M 13.8K 7.35M 70.78%
72 2018 Jeffrey P. Wood (President and Chief Financial Officer) 350.0K 2.50M 637.6K 13.8K 3.50M 71.40%
73 2018 Holbrook F. Dorn (Former Senior Vice President, Business Development) 350.0K 2.30M 637.6K 13.8K 3.30M 69.67%
74 2018 Holbrook F. Dorn (Senior Vice President, Business Development) 350.0K 2.30M 637.6K 13.8K 3.30M 69.67%
75 2018 Brock Morris (Former Senior Vice President, Engineering and Geology) 330.0K 1.70M 601.2K 13.8K 2.64M 64.27%
76 2018 Brock Morris (Senior Vice President, Engineering and Geology) 330.0K 1.70M 601.2K 13.8K 2.64M 64.27%
77 2018 Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 1.41M 510.1K 13.8K 2.22M 63.75%
78 2017 Thomas L. Carter, Jr. (Chief Executive Officer and Chairman) 669.5K 11.20M 4.43M 13.5K 16.31M 68.66%
79 2017 Thomas L. Carter, Jr. (President, Chief Executive Officer, and Chairman) 669.5K 11.20M 4.43M 13.5K 16.31M 68.66%
80 2017 Thomas L. Carter, Jr. (Chairman and Chief Executive Officer) 669.5K 11.20M 4.43M 13.5K 16.31M 68.66%
81 2017 Holbrook F. Dorn (Senior Vice President, Business Development) 350.0K 2.30M 1.95M 13.5K 4.62M 49.83%
82 2017 Brock Morris (Senior Vice President, Engineering and Geology) 330.0K 1.70M 1.53M 13.5K 3.58M 47.53%
83 2017 Steve Putman (Senior Vice President, General Counsel, and Secretary) 280.0K 1.41M 1.21M 12.9K 2.91M 48.52%
84 2017 Jeffrey P. Wood (President and Chief Financial Officer) 322.5K 1.61M 406.7K 13.5K 2.36M 68.47%
85 2017 Jeffrey P. Wood (Senior Vice President and Chief Financial Officer) 322.5K 1.61M 406.7K 13.5K 2.36M 68.47%
86 2016 Thomas L. Carter, Jr. (President, Chief Executive Officer, and Chairman) 669.5K 5.20M 4.64M 13.3K 10.52M 49.42%
87 2016 Thomas L. Carter, Jr. (Chief Executive Officer and Chairman) 669.5K 5.20M 4.64M 13.3K 10.52M 49.42%
88 2016 Marc Carroll (Former Senior Vice President and Chief Financial Officer) 338.0K 2.44M 3.58M 6.36M 38.40%
89 2016 Holbrook F. Dorn (Senior Vice President, Business Development) 350.0K 2.30M 1.85M 13.3K 4.52M 50.91%
90 2016 Brock Morris (Senior Vice President, Engineering and Geology) 330.0K 1.70M 1.27M 13.3K 3.32M 51.26%
91 2016 Steve Putman (Senior Vice President, General Counsel, and Secretary) 257.5K 1.30M 1.07M 12.9K 2.64M 49.26%
92 2016 Jeffrey P. Wood (President and Chief Financial Officer) 55.0K 75.0K 403.1K 82.6K 2.8K 618.4K 65.19%
93 2016 Jeffrey P. Wood (Senior Vice President and Chief Financial Officer) 55.0K 75.0K 403.1K 82.6K 2.8K 618.4K 65.19%
94 2015 Thomas L. Carter, Jr. (President, Chief Executive Officer, and Chairman) 669.5K 5.40M 3.65M 13.3K 9.74M 55.46%
95 2015 Marc Carroll (Senior Vice President and Chief Financial Officer) 386.3K 7.50M 1.66M 13.3K 9.56M 78.48%
96 2015 Marc Carroll (Former Senior Vice President and Chief Financial Officer) 386.3K 7.50M 1.66M 13.3K 9.56M 78.48%
97 2015 Holbrook F. Dorn (Senior Vice President, Business Development) 350.0K 7.45M 1.45M 13.3K 9.26M 80.42%
98 2014 Thomas L. Carter, Jr. (President, Chief Executive Officer, and Chairman) 669.5K 2.59M 1.88M 119.3K 5.27M 49.27%
99 2014 Marc Carroll (Former Senior Vice President and Chief Financial Officer) 386.3K 1.16M 785.4K 13.0K 2.34M 49.45%
100 2014 Marc Carroll (Senior Vice President and Chief Financial Officer) 386.3K 1.16M 785.4K 13.0K 2.34M 49.45%
101 2014 Holbrook F. Dorn (Senior Vice President, Business Development) 334.8K 1.00M 646.2K 13.0K 2.00M 50.26%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-07 4
2026-04-06 4
2026-04-06 4
2026-04-06 4
2026-04-06 4

Executive team

NameTitleCompensationGender
R. Marc Carroll Consultant of Black Stone Minerals Gp L.L.C 4M male
Thomas L. Carter Jr. Executive Chairman of the Board of Black Stone Minerals GP LLC 1M male
Chris Bonner Senior Vice President, Treasurer & Chief Financial Officer of Black Stone Minerals GP L.L.C. 777.6K male
H. Taylor DeWalch Co-CEO & President of Black Stone Minerals GP LLC 777.6K male
L. Steve Putman Senior VP, General Counsel & Secretary of Black Stone Minerals GP L.L.C. 681.7K male
Kristin Wiggs Vice President of Human Resources of Black Stone Minerals GP LLC female
Mark Meaux Director of Finance
Natalie Gentry Liddell Director of Corporate Planning
Fowler T. Carter Co-CEO & President of Black Stone Minerals GP L.L.C. male
Erin Leah Phillips Director of Corporate Accounting, Controller & PAO of Black Stone Minerals GP, L.L.C. female
Travis E. Frazier Vice President of Corporate Development male
ESG Rating
B
OIL & GAS EXPLORATION & PRODUCTION
2025
E (Environmental)
79.4 / 55.4
Company / Sector avg.
S (Social)
66.1 / 56.8
Company / Sector avg.
G (Governance)
70.7 / 58.9
Company / Sector avg.
ESG Total
72.0 / 57.1
Company / Sector avg.
ESG Score History OIL & GAS EXPLORATION & PRODUCTION
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2023-02-21 2023-03-01 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
2023-01-11 2023-02-02 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits