Stephen M. Case
Activist
First SEC filing: March 17, 2025 · Latest: March 17, 2025
Insider at
Insider transactions
14 buys (P)
0 sells (S)
Net: $718,059
Avg return of open purchases vs now: 0.7%
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 3, 2026 | MLP | A | 5,060 | · | · | 72,487 Direct | +7.50% | Acquired | (price as of 2026-10-02) |
| Dec. 12, 2025 | MLP | P | 300 | $17.00 | $5,100 | 11,987,834 Indirect | 0.00% | Acquired | -7.6% (price as of 2026-10-02) |
| Dec. 11, 2025 | MLP | P | 5,000 | $16.79 | $83,950 | 11,987,534 Indirect | +0.04% | Acquired | -6.4% (price as of 2026-10-02) |
| Dec. 9, 2025 | MLP | P | 450 | $16.29 | $7,330 | 11,982,534 Indirect | 0.00% | Acquired | -3.6% (price as of 2026-10-02) |
| Dec. 8, 2025 | MLP | P | 3,000 | $16.38 | $49,140 | 11,982,084 Indirect | +0.03% | Acquired | -4.1% (price as of 2026-10-02) |
| Dec. 3, 2025 | MLP | P | 2,630 | $15.99 | $42,054 | 11,979,084 Indirect | +0.02% | Acquired | -1.8% (price as of 2026-10-02) |
| Dec. 2, 2025 | MLP | P | 5,000 | $15.94 | $79,700 | 11,976,454 Indirect | +0.04% | Acquired | -1.4% (price as of 2026-10-02) |
| Dec. 1, 2025 | MLP | P | 5,000 | $15.91 | $79,550 | 11,971,454 Indirect | +0.04% | Acquired | -1.3% (price as of 2026-10-02) |
| Nov. 28, 2025 | MLP | P | 400 | $15.47 | $6,188 | 11,966,454 Indirect | 0.00% | Acquired | 1.6% (price as of 2026-10-02) |
| Nov. 26, 2025 | MLP | P | 2,109 | $15.48 | $32,647 | 11,966,054 Indirect | +0.02% | Acquired | 1.5% (price as of 2026-10-02) |
| Nov. 25, 2025 | MLP | P | 5,000 | $15.36 | $76,800 | 11,963,945 Indirect | +0.04% | Acquired | 2.3% (price as of 2026-10-02) |
| Nov. 24, 2025 | MLP | P | 5,000 | $15.13 | $75,650 | 11,958,945 Indirect | +0.04% | Acquired | 3.8% (price as of 2026-10-02) |
| Nov. 21, 2025 | MLP | P | 5,000 | $14.29 | $71,450 | 11,953,945 Indirect | +0.04% | Acquired | 9.9% (price as of 2026-10-02) |
| Nov. 20, 2025 | MLP | P | 5,000 | $14.46 | $72,300 | 11,948,945 Indirect | +0.04% | Acquired | 8.6% (price as of 2026-10-02) |
| Nov. 19, 2025 | MLP | P | 2,500 | $14.48 | $36,200 | 11,943,945 Indirect | +0.02% | Acquired | 8.5% (price as of 2026-10-02) |
| Sept. 10, 2025 | MLP | P | 967 | $17.00 | $16,439 | 11,941,445 Indirect | +0.01% | Acquired | -7.6% (price as of 2026-10-02) |
| Sept. 9, 2025 | MLP | P | 2,500 | $16.96 | $42,400 | 11,940,478 Indirect | +0.02% | Acquired | -7.4% (price as of 2026-10-02) |
| Sept. 8, 2025 | MLP | P | 2,500 | $16.91 | $42,275 | 11,937,978 Indirect | +0.02% | Acquired | -7.1% (price as of 2026-10-02) |
| Sept. 4, 2025 | MLP | P | 132 | $16.99 | $2,243 | 11,935,478 Indirect | 0.00% | Acquired | -7.5% (price as of 2026-10-02) |
| Sept. 4, 2025 | MLP | P | 132 | $16.99 | $2,243 | 119,935,478 Indirect | 0.00% | Acquired | -7.5% (price as of 2026-10-02) |
| Sept. 3, 2025 | MLP | P | 881 | $16.99 | $14,968 | 11,935,346 Indirect | +0.01% | Acquired | -7.5% (price as of 2026-10-02) |
| Sept. 3, 2025 | MLP | P | 881 | $16.99 | $14,968 | 119,935,346 Indirect | 0.00% | Acquired | -7.5% (price as of 2026-10-02) |
| Aug. 27, 2025 | MLP | P | 320 | $17.00 | $5,440 | 11,934,465 Indirect | 0.00% | Acquired | -7.6% (price as of 2026-10-02) |
| Aug. 26, 2025 | MLP | P | 200 | $16.99 | $3,398 | 11,934,145 Indirect | 0.00% | Acquired | -7.5% (price as of 2026-10-02) |
| Aug. 25, 2025 | MLP | P | 2,500 | $16.99 | $42,475 | 11,933,945 Indirect | +0.02% | Acquired | -7.5% (price as of 2026-10-02) |
| Aug. 22, 2025 | MLP | P | 2,500 | $16.52 | $41,300 | 11,931,445 Indirect | +0.02% | Acquired | -4.9% (price as of 2026-10-02) |
| Aug. 22, 2025 | MLP | P | 2,500 | $16.52 | $41,300 | 11,931,445 Indirect | +0.02% | Acquired | -4.9% (price as of 2026-10-02) |
| Aug. 21, 2025 | MLP | P | 2,500 | $16.15 | $40,375 | 11,928,945 Indirect | +0.02% | Acquired | -2.7% (price as of 2026-10-02) |
| Aug. 21, 2025 | MLP | P | 2,500 | $16.15 | $40,375 | 11,928,945 Indirect | +0.02% | Acquired | -2.7% (price as of 2026-10-02) |
| Aug. 20, 2025 | MLP | P | 2,500 | $16.25 | $40,625 | 11,926,445 Indirect | +0.02% | Acquired | -3.3% (price as of 2026-10-02) |
| Aug. 19, 2025 | MLP | P | 2,500 | $16.68 | $41,700 | 11,923,945 Indirect | +0.02% | Acquired | -5.8% (price as of 2026-10-02) |
| June 13, 2025 | MLP | P | 3,339 | $17.43 | $58,199 | 11,921,445 Indirect | +0.03% | Acquired | -9.9% (price as of 2026-10-02) |
| June 13, 2025 | MLP | A | 2,197 | · | · | 67,427 Direct | +3.37% | Acquired | (price as of 2026-10-02) |
| June 9, 2025 | MLP | P | 100 | · | · | 11,918,106 Indirect | 0.00% | Acquired | (price as of 2026-10-02) |
| June 3, 2025 | MLP | P | 890 | $15.81 | $14,071 | 11,918,006 Indirect | +0.01% | Acquired | -0.6% (price as of 2026-10-02) |
| June 2, 2025 | MLP | P | 2,500 | $15.82 | $39,550 | 11,917,116 Indirect | +0.02% | Acquired | -0.7% (price as of 2026-10-02) |
| May 30, 2025 | MLP | P | 2,452 | $15.80 | $38,742 | 11,914,616 Indirect | +0.02% | Acquired | -0.6% (price as of 2026-10-02) |
| May 29, 2025 | MLP | P | 228 | $15.79 | $3,600 | 11,912,164 Indirect | 0.00% | Acquired | -0.5% (price as of 2026-10-02) |
| Aug. 5, 2024 | MLP | D | 9,783 | · | · | 65,230 Direct | -13.04% | Disposed | (price as of 2026-10-02) |
| May 16, 2024 | MLP | A | 56,000 | · | · | 56,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 26, 2024 | MLP | A | 3,124 | $19.23 | $60,075 | 75,013 Direct | +4.35% | Acquired | -18.3% (price as of 2026-10-02) |
| July 11, 2023 | MLP | A | 3,949 | $9.44 | $37,279 | 71,889 Direct | +5.81% | Acquired | 66.4% (price as of 2026-10-02) |
| May 16, 2023 | MLP | A | 56,000 | · | · | 56,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 22, 2023 | MLP | A | 1,800 | $12.04 | $21,672 | 67,030 Direct | +2.76% | Acquired | 30.5% (price as of 2026-10-02) |
| May 16, 2022 | MLP | A | 910 | $12.10 | $11,011 | 67,940 Direct | +1.36% | Acquired | 29.8% (price as of 2026-10-02) |
| March 31, 2022 | MLP | A | 6,488 | $10.02 | $65,010 | 65,230 Direct | +11.04% | Acquired | 56.8% (price as of 2026-10-02) |
| Nov. 22, 2021 | SG | J | 163,544 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2021 | SG | J | 163,544 | · | · | 163,544 Indirect | · | Acquired | (price as of 2026-10-02) |
| Nov. 22, 2021 | SG | J | 6,241,521 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 22, 2021 | SG | J | 6,241,521 | · | · | 6,241,521 Indirect | · | Acquired | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 6,241,521 | · | · | 6,241,521 Indirect | · | Acquired | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 555,555 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 97,783 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 3,132,678 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 2,455,505 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 23,471 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 140,073 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Nov. 21, 2021 | SG | C | 163,544 | · | · | 163,544 Indirect | · | Acquired | (price as of 2026-10-02) |
| April 28, 2021 | MLP | A | 5,568 | $11.32 | $63,030 | 58,742 Direct | +10.47% | Acquired | 38.8% (price as of 2026-10-02) |
| April 27, 2020 | MLP | A | 6,216 | $10.14 | $63,030 | 53,174 Direct | +13.24% | Acquired | 54.9% (price as of 2026-10-02) |
| April 30, 2019 | MLP | A | 4,908 | $12.23 | $60,025 | 46,958 Direct | +11.67% | Acquired | 28.5% (price as of 2026-10-02) |
| May 9, 2018 | MLP | A | 5,056 | $10.88 | $55,009 | 42,050 Direct | +13.67% | Acquired | 44.4% (price as of 2026-10-02) |
| May 24, 2017 | MLP | A | 3,321 | $13.55 | $45,000 | 36,994 Direct | +9.86% | Acquired | 15.9% (price as of 2026-10-02) |
| June 30, 2016 | MLP | A | 6,340 | $5.52 | $34,997 | 33,673 Direct | +23.20% | Acquired | 184.6% (price as of 2026-10-02) |
| June 1, 2015 | MLP | A | 5,108 | $5.88 | $30,035 | 27,333 Direct | +22.98% | Acquired | 167.2% (price as of 2026-10-02) |
| April 25, 2014 | MLP | A | 3,724 | $8.06 | $30,015 | 22,225 Direct | +20.13% | Acquired | 94.9% (price as of 2026-10-02) |
| July 24, 2013 | MLP | P 10b5-1 | 2,700 | $3.99 | $10,773 | 11,911,936 Indirect | +0.02% | Acquired | 293.7% (price as of 2026-10-02) |
| May 29, 2013 | MLP | A | 3,000 | $4.03 | $12,090 | 18,501 Direct | +19.35% | Acquired | 289.8% (price as of 2026-10-02) |
| May 22, 2013 | MLP | P 10b5-1 | 700 | $4.00 | $2,800 | 11,909,236 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| April 18, 2013 | MLP | P 10b5-1 | 123 | $4.00 | $492 | 11,908,536 Indirect | 0.00% | Acquired | 292.8% (price as of 2026-10-02) |
| April 17, 2013 | MLP | P 10b5-1 | 400 | $4.00 | $1,600 | 11,908,413 Indirect | 0.00% | Acquired | 292.8% (price as of 2026-10-02) |
| April 16, 2013 | MLP | P 10b5-1 | 900 | $3.99 | $3,591 | 11,908,013 Indirect | +0.01% | Acquired | 293.7% (price as of 2026-10-02) |
| April 15, 2013 | MLP | P 10b5-1 | 1,700 | $3.99 | $6,783 | 11,907,113 Indirect | +0.01% | Acquired | 293.7% (price as of 2026-10-02) |
| April 12, 2013 | MLP | P 10b5-1 | 300 | $3.99 | $1,197 | 11,905,413 Indirect | 0.00% | Acquired | 293.7% (price as of 2026-10-02) |
| April 8, 2013 | MLP | P 10b5-1 | 1,000 | $4.00 | $4,000 | 11,905,113 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| April 5, 2013 | MLP | P 10b5-1 | 100 | $3.99 | $399 | 11,904,113 Indirect | 0.00% | Acquired | 293.7% (price as of 2026-10-02) |
| April 4, 2013 | MLP | P 10b5-1 | 1,400 | $3.99 | $5,586 | 11,904,013 Indirect | +0.01% | Acquired | 293.7% (price as of 2026-10-02) |
| April 3, 2013 | MLP | P 10b5-1 | 1,000 | $3.99 | $3,990 | 11,902,613 Indirect | +0.01% | Acquired | 293.7% (price as of 2026-10-02) |
| April 2, 2013 | MLP | P 10b5-1 | 600 | $4.00 | $2,400 | 11,901,613 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 27, 2013 | MLP | P 10b5-1 | 694 | $3.98 | $2,762 | 11,901,013 Indirect | +0.01% | Acquired | 294.7% (price as of 2026-10-02) |
| March 21, 2013 | MLP | P 10b5-1 | 600 | $4.00 | $2,400 | 11,900,319 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 20, 2013 | MLP | P 10b5-1 | 800 | $4.00 | $3,200 | 11,899,719 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 19, 2013 | MLP | P 10b5-1 | 100 | $3.93 | $393 | 11,898,919 Indirect | 0.00% | Acquired | 299.7% (price as of 2026-10-02) |
| March 19, 2013 | MLP | P 10b5-1 | 1,200 | $4.00 | $4,800 | 11,898,819 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 15, 2013 | MLP | P 10b5-1 | 1,300 | $4.00 | $5,200 | 11,897,619 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 14, 2013 | MLP | P 10b5-1 | 1,520 | $4.00 | $6,080 | 11,896,319 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| March 12, 2013 | MLP | P 10b5-1 | 100 | $3.99 | $399 | 11,894,799 Indirect | 0.00% | Acquired | 293.7% (price as of 2026-10-02) |
| March 12, 2013 | MLP | P 10b5-1 | 284 | $4.00 | $1,136 | 11,894,699 Indirect | 0.00% | Acquired | 292.8% (price as of 2026-10-02) |
| March 11, 2013 | MLP | P 10b5-1 | 200 | $4.00 | $800 | 11,894,415 Indirect | 0.00% | Acquired | 292.8% (price as of 2026-10-02) |
| March 8, 2013 | MLP | P 10b5-1 | 300 | $3.96 | $1,188 | 11,894,215 Indirect | 0.00% | Acquired | 296.7% (price as of 2026-10-02) |
| Feb. 28, 2013 | MLP | P 10b5-1 | 600 | $4.00 | $2,400 | 11,893,915 Indirect | +0.01% | Acquired | 292.8% (price as of 2026-10-02) |
| Feb. 27, 2013 | MLP | P 10b5-1 | 600 | $3.99 | $2,394 | 11,893,315 Indirect | +0.01% | Acquired | 293.7% (price as of 2026-10-02) |
| Feb. 25, 2013 | MLP | P 10b5-1 | 3,000 | $3.99 | $11,970 | 11,892,715 Indirect | +0.03% | Acquired | 293.7% (price as of 2026-10-02) |
| Feb. 25, 2013 | MLP | P 10b5-1 | 3,000 | $3.99 | $11,970 | 11,892,615 Indirect | +0.03% | Acquired | 293.7% (price as of 2026-10-02) |
| Feb. 22, 2013 | MLP | P 10b5-1 | 478 | $3.99 | $1,907 | 11,889,715 Indirect | 0.00% | Acquired | 293.7% (price as of 2026-10-02) |
| Feb. 22, 2013 | MLP | P 10b5-1 | 478 | $3.99 | $1,907 | 11,889,615 Indirect | 0.00% | Acquired | 293.7% (price as of 2026-10-02) |
| Feb. 21, 2013 | MLP | P 10b5-1 | 3,000 | $3.92 | $11,760 | 11,889,237 Indirect | +0.03% | Acquired | 300.8% (price as of 2026-10-02) |
| Feb. 21, 2013 | MLP | P 10b5-1 | 3,000 | $3.92 | $11,760 | 11,889,137 Indirect | +0.03% | Acquired | 300.8% (price as of 2026-10-02) |
| Feb. 11, 2013 | MLP | P 10b5-1 | 100 | $4.00 | $400 | 11,886,237 Indirect | 0.00% | Acquired | 292.8% (price as of 2026-10-02) |
| Feb. 6, 2013 | MLP | P 10b5-1 | 700 | $3.98 | $2,786 | 11,886,137 Indirect | +0.01% | Acquired | 294.7% (price as of 2026-10-02) |
Showing latest 100 of 151 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 16, 2024 | MLP | Stock Option (Right to Buy) | Common Stock | $22.25 | May 16, 2034 | 56,000 | Acquired |
| May 16, 2023 | MLP | Stock Option (Right to Buy) | Common Stock | $12.10 | May 16, 2033 | 56,000 | Acquired |
| Nov. 21, 2021 | SG | Series G Preferred Stock | Common Stock | · | · | 555,555 | Disposed |
| Nov. 21, 2021 | SG | Series F Preferred Stock | Common Stock | · | · | 97,783 | Disposed |
| Nov. 21, 2021 | SG | Series E Preferred Stock | Common Stock | · | · | 3,132,678 | Disposed |
| Nov. 21, 2021 | SG | Series D Preferred Stock | Common Stock | · | · | 2,455,505 | Disposed |
| Nov. 21, 2021 | SG | Series E Preferred Stock | Common Stock | · | · | 23,471 | Disposed |
| Nov. 21, 2021 | SG | Series C Preferred Stock | Common Stock | · | · | 140,073 | Disposed |
| Aug. 2, 2010 | MLP | Subscription Rights (right to buy) | Common Stock | $3.85 | July 29, 2010 | 3,303,740 | Disposed |
| July 28, 2010 | MLP | Subscription Rights (right to buy) | Common Stock | $3.85 | July 29, 2010 | 3,475,280 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 17, 2021 | SG | Series C Preferred Stock | 140,073 | Indirect |
| Nov. 17, 2021 | SG | Series E Preferred Stock | 23,471 | Indirect |
| Nov. 17, 2021 | SG | Series D Preferred Stock | 2,455,505 | Indirect |
| Nov. 17, 2021 | SG | Series E Preferred Stock | 3,132,678 | Indirect |
| Nov. 17, 2021 | SG | Series F Preferred Stock | 97,783 | Indirect |
| Nov. 17, 2021 | SG | Series G Preferred Stock | 555,555 | Indirect |