| Quarter (USD) | Sep 24 | Jun 24 | Mar 24 | Dec 23 | |
|---|---|---|---|---|---|
| Revenue | |||||
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| Operating income | |||||
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| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
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| Diluted EPS |
| 13F holders | Current |
|---|---|
| Total holders | 95 |
| Opened positions | 14 |
| Closed positions | 9 |
| Increased positions | 29 |
| Reduced positions | 15 |
| 13F shares | Current |
|---|---|
| Total value | 652.95 bn |
| Total shares | 109.20 mm |
| Total puts | 70.00 k |
| Total calls | 0.00 |
| Total put/call ratio | Infinity |
| Largest owners | Shares | Value |
|---|---|---|
| Alps Advisors | 62.87 mm | $1.05 bn |
| GS The Goldman Sachs Group, Inc. | 18.02 mm | $313.08 bn |
| JPM JPMorgan Chase & Co. | 7.22 mm | $125.44 bn |
| Chickasaw Capital Management | 4.14 mm | $71.91 mm |
| Miller Howard Investments | 2.57 mm | $44.69 bn |
| BNP Paribas Arbitrage | 2.21 mm | $38.46 bn |
| Duff & Phelps Investment Management | 2.14 mm | $37.12 bn |
| BCS Barclays | 2.01 mm | $34.89 mm |
| CNS Cohen & Steers | 1.54 mm | $26.78 mm |
| Bollard | 997.89 k | $17.33 mm |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 7 Jan 25 | Gary R Petersen | Series A Convertible Preferred Units Common Units | Sale back to company | Dispose D | Yes | No | 26.25 | 12,678,560 | 332.81 mm | 0 |
| 15 Aug 24 | Chris Herbold | Phantom Units Common Units | Grant | Acquire A | No | No | 0 | 32,400 | 0.00 | 32,400 |
| 15 Aug 24 | Richard K. McGee | Phantom Units Common Units | Grant | Acquire A | No | No | 0 | 108,000 | 0.00 | 108,000 |
| 15 Aug 24 | Al Swanson | Phantom Units Common Units | Grant | Acquire A | No | No | 0 | 108,000 | 0.00 | 108,000 |
| 14 Aug 24 | PAA GP | Common Units (Limited Partner Interests) | Grant | Acquire A | Yes | No | 0 | 202,002 | 0.00 | 232,855,930 |
| 14 Aug 24 | Chris Herbold | Common Units | Payment of exercise | Dispose F | No | No | 17.05 | 35,359 | 602.87 k | 198,561 |
| 14 Aug 24 | Chris Herbold | Common Units | Option exercise | Acquire M | No | No | 0 | 96,264 | 0.00 | 233,920 |
| 14 Aug 24 | Chris Herbold | Phantom Units Common Units | Option exercise | Dispose M | No | No | 0 | 96,264 | 0.00 | 0 |
| 14 Aug 24 | Richard K. McGee | Common Units | Payment of exercise | Dispose F | No | No | 17.05 | 65,864 | 1.12 mm | 499,166 |
| 14 Aug 24 | Richard K. McGee | Common Units | Option exercise | Acquire M | No | No | 0 | 167,378 | 0.00 | 565,030 |
