Conviction
$ Value
$37.9M
Shares
1,220,918
Price
$31
Filed
Apr 13
▶ Why this score? (10/10)
- ✓ Open market buy (+3)
- ✓ Trade value >= $5.0M (+3)
- ✓ % of holdings >= 50% (+3)
- ✓ 10%+ owner (+1)
- ✓ Not a 10b5-1 plan (+1)
Insider
Name
Connect Midstream, LLC
Title
—
CIK
0002045908
Roles
Transaction Details
Transaction Date
2026-03-31
Code
P
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
1,367,397
Footnotes
The reported securities are held directly by Connect Midstream, LLC. Tailwater Energy Fund III LP is the sole member of Connect Midstream, LLC. TW GP EF-III LP is the general partner of Tailwater Energy Fund III LP. TW GP EF-III GP, LLC is the general partner of TW GP EF-III LP. Tailwater Capital LLC is the sole member of TW GP EF-III GP, LLC. Jason Downie and Edward Herring are each a Managing Partner of Tailwater Capital LLC. Each of the foregoing disclaim beneficial ownership of the reported securities directly held by Connect Midstream, LLC except to the extent of their respective pecuniary interest therein.
Filing Info
Connect Midstream, LLC's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-31 | SMC | ▲ | $37.9M ★ |
| 2025-08-28 | SMC | ▲ | $550K |
| 2025-08-27 | SMC | ▲ | $972K |
| 2025-08-26 | SMC | ▲ | $1.5M |
Other Insiders at SMC (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| PETERS JERRY L | — | — | 2026-04-20 |
| CLEARY JAMES J | — | — | 2026-03-16 |
| Stone Carolyn J | — | — | 2026-03-16 |
| McNally Robert Joseph | — | — | 2026-03-16 |
|
Deneke J Heath
Chairman, President and CEO
|
— | — | 2026-03-16 |
| Jacobe James Lee | — | — | 2026-03-16 |
|
Johnston James David
Executive VP, GC, CCO and Secy
|
— | — | 2026-03-16 |
|
Sicinski Matthew B.
Senior VP and CAO
|
— | — | 2026-03-16 |
|
Mault William J.
Executive VP and CFO
|
— | — | 2026-03-16 |
| Oates Rommel | — | — | 2026-03-16 |