Lloyd W. Helms Jr.

CIK: 0001576182

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)4 (80.0%)

Compensation grants

Other (G, F, J, C, D, …)1 (20.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (3)

WMB

WILLIAMS COMPANIES, INC.

Director

SM Energy Co

Director

CIVI

CIVITAS RESOURCES, INC.

Director

Discretionary Trading P&L

Holdings

Transaction History (5 total)

WMB
WILLIAMS COMPANIES, INC.
Aug 5, 2026
Award(A)
Direct
2.8K shares at avg. $71.81$200K
SM
SM Energy Co
Jun 22, 2026
Award(A)
Direct
9K shares-
CIVI
CIVITAS RESOURCES, INC.
Jan 30, 2026
Disposition(D)
Direct
12.1K shares-
CIVI
CIVITAS RESOURCES, INC.
Jun 4, 2025
Award(A)
Direct
10.5K shares-
CIVI
CIVITAS RESOURCES, INC.
Feb 24, 2025
Award(A)
Direct
1.6K shares-

		Type	Shares	Price		Ownership
Aug 5, 2026	WMB WILLIAMS COMPANIES, INC.	Award(A)	2,785	$71.81	$199,991	Direct
Jun 22, 2026	SM SM Energy Co	Award(A)	9,024	-	$0	Direct
Jan 30, 2026	CIVI CIVITAS RESOURCES, INC.	Disposition(D)	12,096	-	$0	Direct
Jun 4, 2025	CIVI CIVITAS RESOURCES, INC.	Award(A)	10,512	-	-	Direct
Feb 24, 2025	CIVI CIVITAS RESOURCES, INC.	Award(A)	1,584	-	-	Direct

1-5 of 5 transactions

About Helms Lloyd W Jr

Helms Lloyd W Jr (SEC CIK 0001576182) files insider reports with the SEC as Director of WILLIAMS COMPANIES, INC. (WMB), Director of SM Energy Co (SM) and Director of CIVITAS RESOURCES, INC. (CIVI).

Signal8 holds 8 ownership filings by Helms Lloyd W Jr (3 Form 3, 5 Form 4), filed between Feb 25, 2025 and Aug 7, 2026. Those filings report 5 transactions, from Feb 24, 2025 to Aug 5, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Helms Lloyd W Jr's filings is in TULSA, OK.

Recent filings by Helms Lloyd W Jr

Aug 5, 2026: Grant or award of WMB shares (Form 4, code A).
Jun 22, 2026: Grant or award of SM shares (Form 4, code A).
Jan 30, 2026: Disposition to issuer transaction of CIVI shares (Form 4, code D).
Jun 4, 2025: Grant or award of CIVI shares (Form 4, code A).
Feb 24, 2025: Grant or award of CIVI shares (Form 4, code A).

Other insiders filing for WILLIAMS COMPANIES, INC. (WMB)

Wilson Terrance Lane, SVP & General Counsel
Wingo Robert R., Executive Vice President
Turner Robb E, Director
Fazel Payvand, Senior Vice President
Jasek Glen G., Senior Vice President
McCOY THOMAS F, Senior Vice President

How to read Form 4 transaction codes