Comparable stake leader
Connect Midstream, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002024218.
Comparable stake leader
Connect Midstream, LLC
Disclosed value leader
Connect Midstream, LLC
Comparable rows
50/50
Latest evidence
19 May 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Connect Midstream, LLC |
13D/G
3/4/5
10%+ Owner
|
39%
|
$238,672,854
7,891,864 shares
|
+$36,924,101 | 31 Mar 2026 |
| He Zhengxu |
13D/G
|
8.1%
|
$40,320,925
1,511,500 shares
|
+$15,352,096 | 31 Dec 2025 |
| Invesco Ltd. |
13F
13D/G
Company
|
7.8%
from 13D/G
|
$29,314,624
969,399 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
4.9%
from 13D/G
|
$19,637,585
649,391 shares
|
— | 31 Mar 2026 |
| Tall Oak Midstream Investments, LLC |
13D/G
|
3.9%
|
$14,046,743
473,273 shares
|
$0 | 02 Jun 2025 |
| Edward Herring |
3/4/5
Director, 10%+ Owner
|
11%
|
$42,498,698
1,367,397 shares
|
+$37,946,131 | 31 Mar 2026 |
| Jason H. Downie |
3/4/5
Director, 10%+ Owner
|
11%
|
$42,498,698
1,367,397 shares
|
+$37,946,131 | 31 Mar 2026 |
| Tailwater Capital LLC |
3/4/5
10%+ Owner
|
11%
|
$42,498,698
1,367,397 shares
|
+$37,946,131 | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$192,420,831.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 6,104,590 | 10,000 | $189,730,657 | $320,000 | +$189,410,657 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 146,479 | 0 | $3,010,174 | $0 | +$3,010,174 |
Reporting owners
Showing 1-19 of 19 reporting-owner rows connected to Summit Midstream Corp. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Tailwater Capital LLC | 10%+ Owner | $42,498,698 | +$37,946,131 | +834% | Filing P/S | 31 Mar 2026 |
| Connect Midstream, LLC | 10%+ Owner | $42,498,698 | +$40,956,305 | +2655% | Filing P/S | 31 Mar 2026 |
| Edward Herring | Director, 10%+ Owner | $42,498,698 | +$37,946,131 | +834% | Filing P/S | 31 Mar 2026 |
| Jason H. Downie | Director, 10%+ Owner | $42,498,698 | +$37,946,131 | +834% | Filing P/S | 31 Mar 2026 |
| Tailwater Energy Fund III LP | 10%+ Owner | $42,498,698 | +$37,946,131 | +834% | Filing P/S | 31 Mar 2026 |
| J. Heath Deneke | Chairman, President and CEO | $21,962,758 | Mixed | 13 Mar 2026 | ||
| William J. Mault | Executive VP and CFO | $6,050,541 | Mixed | 13 Mar 2026 | ||
| James David Johnston | Executive VP, GC, CCO and Secy | $5,977,179 | Mixed | 13 Mar 2026 | ||
| Matthew B. Sicinski | Senior VP and CAO | $2,337,113 | Mixed | 13 Mar 2026 | ||
| Marguerite Woung-Chapman | Director | $1,246,664 | Mixed | 14 Mar 2025 | ||
| James Lee Jacobe | Director | $1,236,263 | Mixed | 16 Mar 2026 | ||
| James J. Cleary | Director | $1,001,328 | Mixed | 16 Mar 2026 | ||
| Robert J. McNally | Director | $1,001,328 | Mixed | 16 Mar 2026 | ||
| Rommel M. Oates | Director | $840,714 | Mixed | 14 Mar 2025 | ||
| Rommel M. Oates | Director | $708,160 | Mixed | 16 Mar 2026 | ||
| Jerry L. Peters | Director | $543,328 | -$320,000 | -37% | Filing P/S | 19 May 2026 |
| Carolyn J. Stone | Director | $101,014 | Mixed | 16 Mar 2026 | ||
| Stephen M. Lipscomb | Director | Mixed | 02 Dec 2024 | |||
| Andrew A. Winston | Director | Mixed | 02 Dec 2024 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jerry L. Peters | SMC | Common Stock | Sale | -37.1% | $320,000 | $32.00 | -10,000 | 16,979 | 19 May 2026 | By Joint Spousal Trust |
| Jerry L. Peters | SMC | Common Stock | Gift | 16.1% | 3,733 | 26,979 | 20 Apr 2026 | By Joint Spousal Trust | ||
| Jerry L. Peters | SMC | Common Stock | Gift | -100% | -3,733 | 0 | 20 Apr 2026 | Direct | ||
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 per share | Purchase | 833.5% | $37,946,131 | $31.08 | 1,220,918 | 1,367,397 | 31 Mar 2026 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 per share | Purchase | 833.5% | $37,946,131 | $31.08 | 1,220,918 | 1,367,397 | 31 Mar 2026 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 per share | Purchase | 833.5% | $37,946,131 | $31.08 | 1,220,918 | 1,367,397 | 31 Mar 2026 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 per share | Purchase | 833.5% | $37,946,131 | $31.08 | 1,220,918 | 1,367,397 | 31 Mar 2026 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 per share | Purchase | 833.5% | $37,946,131 | $31.08 | 1,220,918 | 1,367,397 | 31 Mar 2026 | Direct |
| Jerry L. Peters | SMC | Common Stock | Award | 3,733 | 3,733 | 16 Mar 2026 | Direct | |||
| Rommel M. Oates | SMC | Common Stock | Award | 16.6% | 3,733 | 26,170 | 16 Mar 2026 | Direct | ||
| Carolyn J. Stone | SMC | Common Stock | Award | 3,733 | 3,733 | 16 Mar 2026 | Direct | |||
| James Lee Jacobe | SMC | Common Stock | Award | 8.9% | 3,733 | 45,686 | 16 Mar 2026 | Direct | ||
| Robert J. McNally | SMC | Common Stock | Award | 11.2% | 3,733 | 37,004 | 16 Mar 2026 | Direct | ||
| James J. Cleary | SMC | Common Stock | Award | 11.2% | 3,733 | 37,004 | 16 Mar 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Corporation Restricted Stock Units | Award | 62.1% | 11,384 | 29,712 | 16 Mar 2026 | Direct | ||
| William J. Mault | SMC | Corporation Restricted Stock Units | Award | 66.5% | 36,142 | 90,467 | 16 Mar 2026 | Direct | ||
| James David Johnston | SMC | Corporation Restricted Stock Units | Award | 63.1% | 35,088 | 90,734 | 16 Mar 2026 | Direct | ||
| J. Heath Deneke | SMC | Corporation Restricted Stock Units | Award | 67.3% | 119,614 | 297,251 | 16 Mar 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Common Stock | Tax liability | -6.9% | -2,666 | 35,961 | 13 Mar 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Common Stock | Options Exercise | 36.8% | 10,824 | 40,278 | 13 Mar 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Corporation Restricted Stock Units | Options Exercise | -36.9% | -10,824 | 18,538 | 13 Mar 2026 | Direct | ||
| William J. Mault | SMC | Common Stock | Tax liability | -12.7% | -11,751 | 80,608 | 13 Mar 2026 | Direct | ||
| William J. Mault | SMC | Common Stock | Options Exercise | 48% | 29,857 | 92,056 | 13 Mar 2026 | Direct | ||
| William J. Mault | SMC | Corporation Restricted Stock Units | Options Exercise | -35.2% | -29,857 | 54,889 | 13 Mar 2026 | Direct | ||
| James David Johnston | SMC | Common Stock | Tax liability | -16% | -13,153 | 69,196 | 13 Mar 2026 | Direct | ||
| James David Johnston | SMC | Common Stock | Options Exercise | 69.1% | 33,423 | 81,811 | 13 Mar 2026 | Direct | ||
| James David Johnston | SMC | Corporation Restricted Stock Units | Options Exercise | -37.2% | -33,423 | 56,294 | 13 Mar 2026 | Direct | ||
| J. Heath Deneke | SMC | Common Stock | Tax liability | -11% | -40,297 | 326,518 | 13 Mar 2026 | Direct | ||
| J. Heath Deneke | SMC | Common Stock | Options Exercise | 39.6% | 103,939 | 366,161 | 13 Mar 2026 | Direct | ||
| J. Heath Deneke | SMC | Corporation Restricted Stock Units | Options Exercise | -36.7% | -103,939 | 179,617 | 13 Mar 2026 | Direct | ||
| William J. Mault | SMC | Common Stock | Tax liability | -3.76% | -2,757 | 70,588 | 16 Jan 2026 | Direct | ||
| William J. Mault | SMC | Common Stock | Options Exercise | 16% | 10,121 | 73,345 | 16 Jan 2026 | Direct | ||
| William J. Mault | SMC | Corporation Restricted Stock Units | Options Exercise | -10.7% | -10,121 | 84,746 | 16 Jan 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Common Stock | Tax liability | -3.29% | -1,066 | 31,347 | 16 Jan 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Common Stock | Options Exercise | 12.5% | 3,593 | 32,413 | 16 Jan 2026 | Direct | ||
| Matthew B. Sicinski | SMC | Corporation Restricted Stock Units | Options Exercise | -10.9% | -3,593 | 29,362 | 16 Jan 2026 | Direct | ||
| James David Johnston | SMC | Common Stock | Tax liability | -4.82% | -2,923 | 57,687 | 16 Jan 2026 | Direct | ||
| James David Johnston | SMC | Common Stock | Options Exercise | 21.7% | 10,794 | 60,610 | 16 Jan 2026 | Direct | ||
| James David Johnston | SMC | Corporation Restricted Stock Units | Options Exercise | -10.7% | -10,794 | 89,717 | 16 Jan 2026 | Direct | ||
| J. Heath Deneke | SMC | Common Stock | Tax liability | -2.75% | -8,216 | 290,708 | 16 Jan 2026 | Direct | ||
| J. Heath Deneke | SMC | Common Stock | Options Exercise | 12.3% | 32,754 | 298,924 | 16 Jan 2026 | Direct | ||
| J. Heath Deneke | SMC | Corporation Restricted Stock Units | Options Exercise | -10.4% | -32,754 | 283,556 | 16 Jan 2026 | Direct | ||
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 | Purchase | 21.9% | $549,804 | $20.89 | 26,319 | 146,479 | 28 Aug 2025 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 | Purchase | 65.2% | $971,720 | $20.50 | 47,401 | 120,160 | 27 Aug 2025 | Direct |
| Connect Midstream, LLC | SMC | Common Stock, par value $0.01 | Purchase | $1,488,649 | $20.46 | 72,759 | 72,759 | 26 Aug 2025 | Direct |