Helms Lloyd W Jr

Director · WMB, SM, CIVI

As of 2026-09-16, Helms Lloyd W Jr has 6 Form 4 transactions on record across 3 companies — 4 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: $0$1.2Mas of 2026-09-16
  • Direct $1.2M
  • Indirect $0
SMdirect26,564 sh$1.0M
WMBdirect2,785 sh$197K

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

CIVI · 4 trades
2026-01-30: Disposition, 12,096 sh2026-01-30: Disposition, 12,096 sh2025-06-04: Award / grant, 10,512 sh ($0)2025-02-24: Award / grant, 1,584 sh ($0)
WMB · 1 trade
2026-08-05: Award / grant, 2,785 sh ($200K)
SM · 1 trade
2026-06-22: Award / grant, 9,024 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
6 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-05WMBAward / grant2,7852,785Form 4
2026-06-22SMAward / grant9,02426,564Form 4
2026-01-30CIVIDisposition12,0960Form 4
2026-01-30CIVIDisposition12,0960Form 4
2025-06-04CIVIAward / grant10,51212,096Form 4
2025-02-24CIVIAward / grant1,5841,584Form 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.