CASE STEPHEN M

Director · Ten-percent owner · MLP

As of 2026-09-16, CASE STEPHEN M has 36 Form 4 transactions on record across 1 company — 15 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $1.2MIndirect: $190.8M$192.0Mas of 2026-09-16
  • Direct $1.2M
  • Indirect $190.8M
MLPindirect11,987,834 sh$190.8M
MLPdirect72,487 sh$1.2M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

MLP · 36 trades
2026-03-03: Award / grant, 5,060 sh ($0)2025-12-12: Purchase, 300 sh ($5K)2025-12-11: Purchase, 5,000 sh ($84K)2025-12-09: Purchase, 450 sh ($7K)2025-12-08: Purchase, 3,000 sh ($49K)2025-12-03: Purchase, 2,630 sh ($42K)2025-12-02: Purchase, 5,000 sh ($80K)2025-12-01: Purchase, 5,000 sh ($80K)2025-11-28: Purchase, 400 sh ($6K)2025-11-26: Purchase, 2,109 sh ($33K)2025-11-25: Purchase, 5,000 sh ($77K)2025-11-24: Purchase, 5,000 sh ($76K)2025-11-21: Purchase, 5,000 sh ($71K)2025-11-20: Purchase, 5,000 sh ($72K)2025-11-19: Purchase, 2,500 sh ($36K)2025-09-10: Purchase, 967 sh ($16K)2025-09-09: Purchase, 2,500 sh ($42K)2025-09-08: Purchase, 2,500 sh ($42K)2025-09-04: Purchase, 132 sh ($2K)2025-09-03: Purchase, 881 sh ($15K)2025-08-27: Purchase, 320 sh ($5K)2025-08-26: Purchase, 200 sh ($3K)2025-08-25: Purchase, 2,500 sh ($42K)2025-08-22: Purchase, 2,500 sh ($41K)2025-08-21: Purchase, 2,500 sh ($40K)2025-08-20: Purchase, 2,500 sh ($41K)2025-08-19: Purchase, 2,500 sh ($42K)2025-06-13: Purchase, 3,339 sh ($58K)2025-06-13: Award / grant, 2,197 sh2025-06-13: Award / grant, 2,197 sh2025-06-09: Purchase, 100 sh2025-06-09: Purchase, 100 sh2025-06-03: Purchase, 890 sh ($14K)2025-06-02: Purchase, 2,500 sh ($40K)2025-05-30: Purchase, 2,452 sh ($39K)2025-05-29: Purchase, 228 sh ($4K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-12-12MLPPurchase300 @ $17.00$5K+0.0% of holding11,987,834Form 4
2025-12-11MLPPurchase5,000 @ $16.79$84K+0.0% of holding11,987,534Form 4
2025-12-09MLPPurchase450 @ $16.29$7K+0.0% of holding11,982,534Form 4
2025-12-08MLPPurchase3,000 @ $16.38$49K+0.0% of holding11,982,084Form 4
2025-12-03MLPPurchase2,630 @ $15.99$42K+0.0% of holding11,979,084Form 4
2025-12-02MLPPurchase5,000 @ $15.94$80K+0.0% of holding11,976,454Form 4
2025-12-01MLPPurchase5,000 @ $15.91$80K+0.0% of holding11,971,454Form 4
2025-11-28MLPPurchase400 @ $15.47$6K+0.0% of holding11,966,454Form 4
2025-11-26MLPPurchase2,109 @ $15.48$33K+0.0% of holding11,966,054Form 4
2025-11-25MLPPurchase5,000 @ $15.36$77K+0.0% of holding11,963,945Form 4
2025-11-24MLPPurchase5,000 @ $15.13$76K+0.0% of holding11,958,945Form 4
2025-11-21MLPPurchase5,000 @ $14.29$71K+0.0% of holding11,953,945Form 4
2025-11-20MLPPurchase5,000 @ $14.46$72K+0.0% of holding11,948,945Form 4
2025-11-19MLPPurchase2,500 @ $14.48$36K+0.0% of holding11,943,945Form 4
2025-09-10MLPPurchase967 @ $17.00$16K+0.0% of holding11,941,445Form 4
2025-09-09MLPPurchase2,500 @ $16.96$42K+0.0% of holding11,940,478Form 4
2025-09-08MLPPurchase2,500 @ $16.91$42K+0.0% of holding11,937,978Form 4
2025-09-04MLPPurchase132 @ $16.99$2K+0.0% of holding119,935,478Form 4
2025-09-03MLPPurchase881 @ $16.99$15K+0.0% of holding119,935,346Form 4
2025-08-27MLPPurchase320 @ $17.00$5K+0.0% of holding11,934,465Form 4
2025-08-26MLPPurchase200 @ $16.99$3K+0.0% of holding11,934,145Form 4
2025-08-25MLPPurchase2,500 @ $16.99$42K+0.0% of holding11,933,945Form 4
2025-08-22MLPPurchase2,500 @ $16.52$41K+0.0% of holding11,931,445Form 4
2025-08-21MLPPurchase2,500 @ $16.15$40K+0.0% of holding11,928,945Form 4
2025-08-20MLPPurchase2,500 @ $16.25$41K+0.0% of holding11,926,445Form 4
2025-08-19MLPPurchase2,500 @ $16.68$42K+0.0% of holding11,923,945Form 4
2025-06-13MLPPurchase3,339 @ $17.43$58K+0.0% of holding11,921,445Form 4
2025-06-09MLPPurchase100+0.0% of holding11,918,106Form 4
2025-06-09MLPPurchase100+0.0% of holding11,918,106Form 4
2025-06-03MLPPurchase890 @ $15.81$14K+0.0% of holding11,918,006Form 4
2025-06-02MLPPurchase2,500 @ $15.82$40K+0.0% of holding11,917,116Form 4
2025-05-30MLPPurchase2,452 @ $15.80$39K+0.0% of holding11,914,616Form 4
2025-05-29MLPPurchase228 @ $15.79$4K+0.0% of holding11,912,164Form 4
3 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-03-03MLPAward / grant5,06072,487Form 4
2025-06-13MLPAward / grant2,19767,427Form 4
2025-06-13MLPAward / grant2,19767,427Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.