Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | 10% owner | December 06, 2023 | December 08, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALLIANCE RESOURCE PARTNERS LP
Report date December 06, 2023 · Filed December 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitSEC Table I · non-derivative | Direct | 16,167,865 |
Reported balance
After 2023-12-06 transaction · row 1
1 source rowRow 1 · 2023-12-06 · Sale · Disposed 34,492 · Balance 16,167,865 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 06, 2023 Filed Dec 8, 2023 14:05 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 34,492 | $20.05 | $691,571.50 |
DisclosureSEC source: 0001415889-23-015997 · form4-12082023_021246.xml · nonDerivative · entry 1 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,167,865 Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 14:04 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 33,087 | $20.62 | $682,095.12 |
DisclosureSEC source: 0001415889-23-015911 · form4-12062023_021206.xml · nonDerivative · entry 2 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,202,357 Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 14:04 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 19,826 | $21.06 | $417,628.74 |
DisclosureSEC source: 0001415889-23-015911 · form4-12062023_021206.xml · nonDerivative · entry 1 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,235,444 Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 15:54 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 54,337 | $21.27 | $1,155,921.87 |
DisclosureSEC source: 0001415889-23-015718 · form4-12042023_031226.xml · nonDerivative · entry 2 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,255,270 Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 15:54 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 12,716 | $21.02 | $267,236.91 |
DisclosureSEC source: 0001415889-23-015718 · form4-12042023_031226.xml · nonDerivative · entry 1 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,309,607 Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 14:47 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 12,341 | $21.00 | $259,210.36 |
DisclosureSEC source: 0001415889-23-015606 · form4-11302023_021100.xml · nonDerivative · entry 2 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,322,323 Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 14:47 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 25,149 | $21.19 | $532,945.03 |
DisclosureSEC source: 0001415889-23-015606 · form4-11302023_021100.xml · nonDerivative · entry 1 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,334,664 Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 15:40 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 38,837 | $21.50 | $835,011.03 |
DisclosureSEC source: 0001415889-23-015522 · form4-11282023_031113.xml · nonDerivative · entry 2 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,359,813 Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 15:40 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 13,950 | $22.00 | $306,881.87 |
DisclosureSEC source: 0001415889-23-015522 · form4-11282023_031113.xml · nonDerivative · entry 1 Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,398,650 Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 14:56 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 47,425 | $21.66 | $1,027,116.42 |
DisclosureSEC source: 0001415889-23-015274 · form4-11202023_021153.xml · nonDerivative · entry 2 Craft Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,412,600 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 14:56 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 13,587 | $21.68 | $294,577.03 |
DisclosureSEC source: 0001415889-23-015274 · form4-11202023_021153.xml · nonDerivative · entry 1 Craft Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,460,025 Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 15:08 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 74,485 | $22.37 | $1,666,236.90 |
DisclosureSEC source: 0001415889-23-015177 · form4-11162023_031128.xml · nonDerivative · entry 2 Craft Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,473,612 Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 15:08 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | SaleCommon Unit | 32,891 | $22.45 | $738,435.84 |
DisclosureSEC source: 0001415889-23-015177 · form4-11162023_031128.xml · nonDerivative · entry 1 Craft Mowry Kathleen · CIK 0001534902 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,548,097 Read SEC document |
| March 08, 2021 Filed Apr 19, 2021 15:11 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | OtherCommon Unit | 14,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004477 · edgar.xml · nonDerivative · entry 2 Craft Kathleen S. · CIK 0001534902 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,223,539 F1 · shares: On December 30, 2020, Alliance Resource GP, LLC ("SGP"), jointly owned by Joseph W. Craft and Kathleen S. Craft, was dissolved. SGP held 28,141 common units of ARLP, which was previously included in Mrs. Craft's beneficial ownership except to the extent of her pecuniary interest therein. On March 8, 2021, SGP distributed 14,070 ARLP common units and 14,071 ARLP common units to Mr. Craft and Mrs. Craft, respectively. F1 · price: On December 30, 2020, Alliance Resource GP, LLC ("SGP"), jointly owned by Joseph W. Craft and Kathleen S. Craft, was dissolved. SGP held 28,141 common units of ARLP, which was previously included in Mrs. Craft's beneficial ownership except to the extent of her pecuniary interest therein. On March 8, 2021, SGP distributed 14,070 ARLP common units and 14,071 ARLP common units to Mr. Craft and Mrs. Craft, respectively. Read SEC document |
| March 08, 2021 Filed Apr 19, 2021 15:11 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | OtherCommon Unit | 28,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004477 · edgar.xml · nonDerivative · entry 1 Craft Kathleen S. · CIK 0001534902 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Alliance Resource GP, LLC Disclosed balance after: 0 F1 · price: On December 30, 2020, Alliance Resource GP, LLC ("SGP"), jointly owned by Joseph W. Craft and Kathleen S. Craft, was dissolved. SGP held 28,141 common units of ARLP, which was previously included in Mrs. Craft's beneficial ownership except to the extent of her pecuniary interest therein. On March 8, 2021, SGP distributed 14,070 ARLP common units and 14,071 ARLP common units to Mr. Craft and Mrs. Craft, respectively. F1 · ownership.nature: On December 30, 2020, Alliance Resource GP, LLC ("SGP"), jointly owned by Joseph W. Craft and Kathleen S. Craft, was dissolved. SGP held 28,141 common units of ARLP, which was previously included in Mrs. Craft's beneficial ownership except to the extent of her pecuniary interest therein. On March 8, 2021, SGP distributed 14,070 ARLP common units and 14,071 ARLP common units to Mr. Craft and Mrs. Craft, respectively. Read SEC document |
| December 24, 2018 Filed Feb 14, 2019 21:16 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GiftCommon Units | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-008729 · a5.xml · nonDerivative · entry 1 Craft Kathleen S. · CIK 0001534902 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,209,468 F1 · balance_after: Held through the Kathleen S. Craft Revocable Trust, of which Kathleen S. Craft is trustee. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.