Every Form 4 that Coterra Energy Inc. (CTRA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CTRA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CTRA filings page.
Coterra Energy EVP & CFO Shannon E. Young III reported equity transactions tied to the closing of Coterra’s merger with Devon Energy. On May 7, 2026, he exercised 71,675 performance stock units into an equal number of shares of Coterra common stock.
The company withheld 28,206 shares twice, totaling 56,412 shares of common stock, to cover tax obligations related to the vesting of restricted stock units and the 2024 performance stock unit award, which the footnotes clarify were not open‑market sales.
Under the merger agreement, each share of Coterra common stock held immediately before the effective time converted into the right to receive 0.7 shares of Devon common stock. Time‑vesting restricted stock units and performance stock units were also converted into Devon restricted stock unit awards on the same terms, leaving no remaining Coterra equity awards disclosed for the CFO after these conversions.
Coterra Energy SVP & General Counsel Adam M. Vela reported equity changes tied to the company’s merger with Devon Energy. A performance stock unit award covering 28,670 shares was exercised into Coterra common stock, and 22,566 shares were withheld to cover tax obligations at a price of $32.56 per share, which the footnotes clarify were not open-market sales.
Additional performance stock unit awards of 39,345 and 36,599 units were deemed earned under merger terms, with earned units converting one-for-one into Coterra common stock and any excess settled in cash at Fair Market Value. At the merger’s effective time, each Coterra share held by Vela, including those underlying time-vesting restricted stock units, converted into the right to receive 0.7 shares of Devon common stock, leaving no Coterra common shares reported as directly held after these transactions.
Coterra Energy SVP & Chief Technology Officer Kevin William Smith reported several equity award transactions tied to Coterra’s merger with Devon Energy. At the merger’s effective time, previously granted restricted stock units and a 2024 performance stock unit (PSU) award vested or were deemed earned, and 12,035 shares of Coterra common stock were withheld on two occasions at $32.56 per share to cover tax obligations, which the company states were not sale transactions by Smith.
In connection with these changes, 30,582 performance stock units were exercised and converted into an equal number of Coterra common shares, while other PSU awards totaling 52,460 and 46,184 units were disposed of to the issuer as part of the merger-related adjustments. Each share of Coterra common stock held immediately before the effective time converted into the right to receive 0.7 shares of Devon common stock. The filing notes that 98,644 Coterra RSU-based shares were converted into time-based restricted stock units covering Devon common stock using the same 0.7 exchange ratio, and Smith’s Coterra equity awards were correspondingly replaced with Devon-based awards.
Coterra Energy Inc. executive vice president Blake A. Sirgo reported several equity award adjustments tied to the company’s merger with Devon Energy Corporation under a Merger Agreement effective at the “Effective Time.” A prior performance stock unit award for 30,582 units was exercised into an equal number of Coterra common shares, while other performance stock unit awards were deemed earned and converted under the agreement.
The company withheld a total of 24,070 shares of Coterra common stock, valued at $32.56 per share, to cover Sirgo’s tax obligations related to vesting of restricted stock units and the 2024 performance stock unit award; these withholdings were not open-market sales. Each Coterra common share held immediately before the Effective Time, including 183,955 shares and 100,387 shares underlying time-vesting restricted stock units, was converted into rights or restricted stock unit awards for Devon common stock at a 0.7-for-1 exchange ratio. Following these conversions, the filing shows Sirgo with no remaining Coterra securities.
Coterra Energy CEO Thomas E. Jorden reported multiple equity transactions tied to the company’s merger with Devon Energy Corporation. On May 7, 2026, awards of restricted and performance stock units vested and converted into Coterra common stock, then were largely exchanged or canceled under the merger terms.
Jorden exercised 191,132 performance stock units into common shares and had a total of 150,422 shares of common stock withheld by the issuer at $32.56 per share to cover tax obligations, which the filing states were not open‑market sales. He also made bona fide gifts of 463,684 shares of common stock, split between direct holdings and a trust. Large dispositions coded as transfers to the issuer, including 2,989,802 indirect shares held by a trust and 372,033 direct shares, reflect conversion into rights to receive Devon common stock at an exchange ratio of 0.7 shares of Devon stock for each Coterra share and the conversion of Coterra-based restricted and performance stock awards into Devon-based time‑vesting awards.
Coterra Energy EVP - Operations Michael D. DeShazer reported multiple equity award transactions tied to Coterra’s merger with Devon Energy. He exercised 30,582 performance stock units into an equal number of Coterra common shares, then had 24,070 shares withheld to cover tax obligations, which the filing clarifies were not open-market sales.
Under the merger agreement, each share of Coterra common stock he held, including shares from awards, was converted into the right to receive 0.7 shares of Devon common stock. His time-vesting and performance-based restricted stock unit awards were also converted into time-based restricted stock unit awards covering Devon common stock on the same general terms.
Coterra Energy Inc. Vice President & CAO Gregory F. Conaway reported a disposition of 26,230 shares of Coterra common stock back to the issuer in connection with a merger with Devon Energy Corporation. At the merger’s effective time, each Coterra share was converted into the right to receive 0.7 shares of Devon common stock, including shares underlying time-vesting restricted stock unit awards. Following this conversion-related disposition, Conaway reported holding 0 shares of Coterra common stock.
Coterra Energy SVP & Chief HR Officer Andrea Alexander reported equity award changes tied to Coterra’s merger with Devon Energy. She exercised 38,227 performance stock units into common stock, and the company withheld a total of 57,310 shares of common stock at $32.56 per share to cover tax obligations. These dispositions were to the issuer, not open-market sales.
After these transactions, her 155,971 remaining Coterra common shares were converted into the right to receive Devon Energy common stock at a 0.7-for-1 exchange ratio. Existing Coterra restricted stock unit and performance stock unit awards were similarly converted into Devon equity awards, leaving her with no remaining Coterra securities.
Coterra Energy Inc. director Marcus A. Watts reported a disposition of 79,621 shares of Coterra common stock to the issuer in connection with its merger with Devon Energy. At the effective time of the merger, each share was converted into the right to receive 0.7 shares of Devon common stock. This total includes 73,937 shares subject to deferred vested restricted stock unit awards, which were converted into Devon restricted stock unit awards on the same terms. Following the transaction, the filing shows Watts holding no Coterra common shares.
Coterra Energy Inc. director Frances M. Vallejo reported a disposition of 85,361 shares of Coterra common stock back to the company. This disposition reflects the closing of a merger in which each Coterra share was converted into the right to receive 0.7 shares of Devon Energy common stock. Following the transaction, Vallejo no longer holds Coterra common stock directly, with her former position effectively exchanged for Devon shares under the merger terms.
Coterra Energy Inc. director Lisa A. Stewart reported disposing of her Coterra common stock in connection with the company’s merger with Devon Energy Corporation. On the transaction date, 5,700 indirectly held shares in an IRA and 112,312 directly held shares were shown as dispositions to the issuer at a reported price of $0.00 per share. A footnote explains that, at the merger’s effective time, each Coterra share held by the reporting person was converted into the right to receive 0.7 shares of Devon common stock. Following these transactions, the filing reports zero Coterra shares owned.
Coterra Energy Inc. director Jeffrey Earle Shellebarger reported a non-cash disposition of 9,293 shares of Coterra common stock classified as a disposition to the issuer. Under a merger agreement with Devon Energy Corporation, each Coterra share was converted into the right to receive 0.7 shares of Devon common stock at the effective time, leaving him with zero Coterra shares after the transaction.
Coterra Energy Inc. director Jacinto J. Hernandez reported a disposition of 9,717 shares of Coterra common stock back to the company. This issuer disposition occurred in connection with a merger under which each Coterra share was converted into the right to receive 0.7 shares of Devon Energy common stock.
The footnotes explain that this treatment also applied to 9,293 Coterra shares subject to vested deferred restricted stock unit awards, which were converted into Devon restricted stock unit awards based on the same 0.7 exchange ratio. Following the transaction, the filing shows Hernandez with no remaining directly held Coterra common shares.
Coterra Energy Inc. director Hans Helmerich reported a series of dispositions of common stock that reflect the closing of the company’s merger with Devon Energy Corporation. On May 7, 2026, a total of 1,865,644 shares of Coterra common stock were disposed of at a reported price of $0.00 per share.
The shares were held both directly and through various related entities, including family trusts, an LLC, and holdings by his wife. According to the merger agreement footnote, at the effective time of the merger each Coterra share held immediately before closing was converted into the right to receive 0.7 shares of Devon common stock, so these dispositions represent the exchange of Helmerich’s Coterra holdings into Devon stock. Following the transactions, the Form 4 shows zero Coterra shares remaining under each reported ownership line.
Coterra Energy Inc. director Paul Eckley reported a disposition of 85,361 shares of Coterra common stock on May 7, 2026, in a transaction coded as a disposition to the issuer. The filing explains that, at the merger effective time under an Agreement and Plan of Merger with Devon Energy Corporation, each Coterra share held by Eckley was converted into the right to receive 0.7 shares of Devon common stock. Following this conversion, Eckley reported holding zero shares of Coterra common stock.
Coterra Energy Inc. director Amanda M. Brock reported a full disposition of her Coterra common stock in connection with the company’s merger into Devon Energy. The filing shows 79,621 shares of Coterra common stock were disposed of to the issuer at a stated price of $0.00 per share, leaving her with no Coterra shares after the transaction.
Under the merger agreement, each Coterra share held immediately before the effective time was converted into the right to receive 0.7 shares of Devon common stock. This also applied to 49,344 Coterra shares underlying vested deferred restricted stock unit awards, which were converted into Devon restricted stock unit awards using the same 0.7 exchange ratio.
Coterra Energy director Dorothy M. Ables reported disposing of all her Coterra common stock in connection with the company’s merger with Devon Energy. The filing shows issuer dispositions of 101,009 directly held shares and 5,000 shares held indirectly by her spouse, both at a stated price of $0.00 per share.
According to the merger agreement, at the Effective Time each Coterra share was converted into the right to receive 0.7 shares of Devon common stock. Following these transactions, Ables no longer reports any Coterra common shares owned directly or indirectly.
Young, III Shannon E. reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy Inc. reported that EVP & Chief Financial Officer Shannon E. Young III received equity awards tied to company performance. On February 24, 2026, he was granted 68,853 performance stock units at a price of $0 per unit and, in a related entry, 68,853 shares of common stock, bringing his directly held common stock to 308,288 shares.
Each performance stock unit represents a contingent right to receive one share of common stock up to 100% of the units granted and cash equal to the fair market value of one share for vesting above 100%. Vesting can range from 0% to 200% based on performance criteria measured over a three-year period from February 1, 2026 to January 31, 2029. Related restricted stock units payable solely in common stock vest on January 31, 2029 under the award terms.
Vela Adam M reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy Inc. granted equity awards to its SVP & General Counsel, Adam M. Vela. He received 39,345 performance stock units, each representing a contingent right to one share of common stock up to 100% of the units awarded, with any vesting above 100% payable in cash at fair market value. He also received 39,345 restricted stock units payable solely in common stock, which vest on January 31, 2029, subject to the award terms. The performance stock units can vest between 0% and 200% based on performance criteria over a three-year period from February 1, 2026 to January 31, 2029. Following these awards, his directly owned common stock holdings are reported as 139,212 shares.
Smith Kevin William reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy senior vice president and chief technology officer Kevin William Smith reported new equity awards. On February 24, 2026, he was granted 52,460 performance stock units at a price of $0.00 per unit, each representing a contingent right to receive one share of common stock and, for vesting above 100%, additional cash value.
He was also awarded 52,460 restricted stock units payable solely in common stock at $0.00 per share. These restricted stock units vest on January 31, 2029, while the performance stock units may vest between 0% and 200% based on performance criteria measured over a three-year period from February 1, 2026 to January 31, 2029. Following these grants, his directly held common stock totaled 164,562 shares.
SIRGO BLAKE A reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy Inc. reported that EVP - Business Units Blake A. Sirgo received equity awards on February 24, 2026. He was granted 52,460 performance stock units, each tied to up to one share of common stock and potential additional cash depending on performance. He also received 52,460 restricted stock units payable solely in common stock, which vest on January 31, 2029. The performance stock units may vest between 0% and 200% based on performance from February 1, 2026 through January 31, 2029. Following these awards, Sirgo directly held 177,443 shares of common stock.
JORDEN THOMAS E reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy Inc. CEO and President Thomas E. Jorden reported equity awards tied to company stock. He received 180,328 performance stock units and restricted stock units representing 180,328 shares of common stock, both reported as grants at a price of $0.00 per share.
The restricted stock units are payable solely in common stock and vest on January 31, 2029. The performance stock units cover a three-year performance period from February 1, 2026 to January 31, 2029, with vesting between 0% and 200% of the units granted based on performance criteria. Up to 100% of vested performance units are settled in common stock, with any vesting above 100% settled in cash equal to the fair market value of common stock.
DeShazer Michael D. reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy EVP Michael D. DeShazer reported equity awards tied to company performance and long-term service. He was granted 52,460 performance stock units on February 24, 2026, each representing a contingent right to receive one share of common stock up to 100% of the units granted, and cash for vesting above that level. The award can vest between 0% and 200% based on performance criteria measured from February 1, 2026 through January 31, 2029. He also received restricted stock units payable solely in common stock that vest on January 31, 2029, increasing his directly owned common stock to 184,988 shares after the transaction.
Coterra Energy Inc. reported that Vice President & Chief Accounting Officer Gregory F. Conaway acquired an award of 26,230 restricted stock units payable in common stock. The award was granted at no cash cost to him as part of his compensation.
According to the terms of the award, these restricted stock units are scheduled to vest on January 31, 2029. After this grant, Conaway is reported as beneficially owning 26,230 units, reflecting this new equity-based incentive tied to the company’s long-term performance.
Alexander Andrea reported acquisition or exercise transactions in this Form 4 filing.
Coterra Energy Inc. reported that SVP & Chief HR Officer Andrea Alexander received new equity awards. On February 24, 2026, Alexander was granted 32,787 performance stock units and 32,787 restricted stock units payable in common stock at no cash cost per unit.
The restricted stock units vest on January 31, 2029, subject to the award agreement. The performance stock units cover a three-year performance period from February 1, 2026 to January 31, 2029 and can vest between 0% and 200% based on performance criteria, with shares delivered up to 100% of the units and any vesting above that paid in cash.
Coterra Energy executive Blake A. Sirgo reported the vesting of a performance-based equity award. On February 5, 2026, 29,348 performance shares converted into 29,348 shares of common stock at $0 per share after the Compensation Committee certified performance results from a February 21, 2023 grant.
The company then withheld 11,549 shares of common stock at $28.85 per share to cover Sirgo’s tax obligations, which the filing notes is not a sale. After these transactions, Sirgo directly owned 124,983 shares of Coterra common stock.
Coterra Energy EVP & CFO Shannon E. Young III reported the vesting and settlement of a performance stock unit award. On February 5, 2026, 81,030 performance stock units granted on July 6, 2023 were certified as earned and converted into the same number of common shares at $0 exercise price.
To cover tax obligations from this vesting, 31,886 common shares were withheld by Coterra at $28.85 per share, which is described as a tax withholding, not an open‑market sale. After these transactions, Young directly owned 239,435 Coterra common shares.
Coterra Energy senior vice president and chief technology officer Kevin William Smith reported the vesting of performance-based equity awards. On February 5, 2026, 29,348 performance shares vested and converted into the same number of common shares at $0 per share.
To cover tax obligations from this vesting, 11,549 common shares were withheld by Coterra at a price of $28.85 per share rather than sold in the market. After these transactions, Smith directly owned 112,102 shares of Coterra common stock.
Coterra Energy CEO and President Thomas E. Jorden reported equity award vesting and related share movements on February 5, 2026. A grant of 217,391 performance shares fully vested and converted on a one-for-one basis into 217,391 shares of common stock, with the cash portion of the award paid separately.
To cover tax obligations from this vesting, 85,544 shares of common stock were withheld by the company at a price of $28.85 per share, leaving Jorden with 514,684 directly held shares immediately afterward. He then transferred 131,847 directly held shares for no consideration, reducing his direct holdings to 382,837 shares.
The same 131,847-share amount was recorded as acquired indirectly "By Trust," bringing the trust’s indirect holdings to 2,757,960 common shares. Following these transactions, all reported performance shares from the February 21, 2023 award were fully settled, with zero performance shares remaining outstanding.
Coterra Energy Inc. executive Michael D. DeShazer reported equity compensation activity involving performance shares and common stock. On February 5, 2026, 28,261 performance shares vested and converted into the same number of common shares at $0 per share, following Compensation Committee certification of performance criteria.
To cover tax obligations from this vesting, the company withheld 11,121 common shares at $28.85 per share, which is recorded as a disposition but not an open‑market sale. After these transactions, DeShazer directly beneficially owned 132,528 shares of Coterra common stock.
Coterra Energy Inc. insider Adam M. Vela, SVP & General Counsel, reported equity compensation activity tied to performance shares. On February 5, 2026, 21,739 performance shares granted on February 21, 2023 fully vested based on certified performance results and converted into 21,739 shares of common stock.
A portion of these shares, 8,555, was withheld by Coterra at $28.85 per share to cover Vela’s tax obligations, which the filing notes is not a market sale. After these transactions, Vela directly holds 99,867 shares of Coterra common stock.
Coterra Energy executive vice president of operations Michael D. DeShazer reported a routine share withholding related to equity compensation. On January 30, 2026, 11,382 shares of Coterra common stock were withheld at $28.85 per share to cover his tax obligations from the vesting of previously granted restricted stock units.
After this tax withholding, DeShazer beneficially owned 115,388 shares of Coterra common stock directly. The filing clarifies that this is not a sale transaction by the executive, but an issuer share withholding to satisfy taxes tied to equity award vesting.
Coterra Energy Inc. CEO and President Thomas E. Jorden reported several equity movements dated January 30, 2026. The company withheld 85,716 shares of common stock at $28.85 per share to cover his tax obligations from a previously disclosed restricted stock unit vesting, which is not a sale by him.
On the same date, 131,675 common shares were moved from his direct holdings to a trust and reported at $0 per share, leaving him with 382,837 shares held directly and 2,626,113 shares held indirectly through the trust.
Coterra Energy Inc. reported a routine insider transaction involving Executive Vice President of Business Units Blake A. Sirgo. On 01/30/2026, the company withheld 11,809 shares of common stock at $28.85 per share to cover his tax obligations from the vesting of previously granted restricted stock units, rather than an open-market sale. Following this tax withholding, Sirgo directly beneficially owns 107,184 shares of Coterra Energy common stock.
Coterra Energy Executive Vice President and Chief Financial Officer Shannon E. Young III reported an automatic share withholding tied to equity compensation, not an open-market sale. On January 30, 2026, the company withheld 32,125 shares of common stock at $28.85 per share to cover his tax obligations from the vesting of previously granted restricted stock units.
After this tax-related withholding, Young beneficially owned 190,291 shares of Coterra Energy common stock in direct form.
Coterra Energy Inc. insider Kevin William Smith, the company’s SVP & Chief Technology Officer, reported a tax-related share withholding on common stock. On 01/30/2026, 11,811 shares of common stock were withheld at $28.85 per share to cover tax obligations from the vesting of a previously granted restricted stock unit award.
This event was coded as an “F” transaction, indicating tax withholding, and is explicitly described as not a sale transaction by the reporting person. After this withholding, Smith directly beneficially owned 94,303 shares of Coterra Energy common stock.
Coterra Energy Inc. executive Adam M. Vela, SVP & General Counsel, reported an automatic share withholding related to equity compensation. On January 30, 2026, the company withheld 8,816 shares of common stock at $28.85 per share to cover his tax obligations from vesting restricted stock units.
After this tax withholding, Vela beneficially owned 86,683 shares of Coterra common stock directly. The filing clarifies this was not a sale transaction by Vela, but a standard payroll-style tax settlement handled by the issuer.