Black Stone Minerals, L.P. (BSM)
Houston, TX, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.05% | +4.08% | -2.73% | -11.05% | -1.02% | +1.73% | -3.01% | -10.64% | +35.74% | -13.94% | -28.84% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 6 |
18.33
+27.9%
|
-
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)
* 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.
| 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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