Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | SVP, Marketing & Admin. | December 05, 2023 | December 07, 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.
Sunoco LP
Report date December 05, 2023 · Filed December 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 80,611 |
Reported balance
After 2023-12-05 transaction · row 1
1 source rowRow 1 · 2023-12-05 · Tax withholding · Disposed 8,107 · Balance 80,611 F1: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards.
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 05, 2023 Filed Dec 7, 2023 18:19 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 8,107 | $53.76 | $435,816.11 |
DisclosureSEC source: 0001209191-23-057786 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,611 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 16:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061155 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,718 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2025 and 40% on 12/5/2027 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,228 | $42.91 | $181,402.34 |
DisclosureSEC source: 0001209191-22-060163 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,718 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 14,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070588 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,946 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2024 and 40% on 12/5/2026 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2021 Filed Dec 7, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 2,046 | $39.42 | $80,643.09 |
DisclosureSEC source: 0001209191-21-068350 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,346 Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000474 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,392 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2023 and 40% on 12/5/2025 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 1,608 | $28.63 | $46,041.86 |
DisclosureSEC source: 0001209191-20-062310 · doc4.xml · nonDerivative · entry 1 Gladwin Alison · CIK 0001810623 · SVP, Marketing & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,392 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.