Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PBF Energy Inc.PBF · Entity 3588 | Chief Financial Officer, SVP | December 09, 2022 | December 12, 2022 |
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.
PBF Energy Inc.
Report date December 09, 2022 · Filed December 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 100,882 |
Reported balance
After 2022-12-09 transaction · row 1
1 source rowRow 1 · 2022-12-09 · Exercise / conversion · Disposed 20,000 · Balance 100,882 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.00 · Expires 2022-12-12 | Direct | 0 |
Reported balance
After 2022-12-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-09 · Exercise / conversion · Disposed 20,000 · Balance 0 F1: Represents options to purchase Class A Common Stock granted December 12, 2012 that are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents options to purchase Class A Common Stock granted December 12, 2012 that are fully vested.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PBF Logistics LP
Report date November 30, 2022 · Filed November 30, 2022
Section 16 reporting ended · disclosed 2022-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Unit representing LP interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 1
1 source rowRow 1 · 2022-11-30 · Disposition to issuer · Disposed 51,813 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-30 · Disposition to issuer · Disposed 3,125 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F3: The phantom units were granted on April 29, 2019. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-30 · Disposition to issuer · Disposed 6,250 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F4: The phantom units were granted on October 26, 2020. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-30 · Disposition to issuer · Disposed 9,375 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F5: The phantom units were granted on April 26, 2021. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-30 · Disposition to issuer · Disposed 12,500 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F6: The phantom units were granted on April 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash.
F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash.
F3: The phantom units were granted on April 29, 2019.
F4: The phantom units were granted on October 26, 2020.
F5: The phantom units were granted on April 26, 2021.
F6: The phantom units were granted on April 25, 2022.
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 |
|---|---|---|---|---|---|---|
| April 27, 2018 Filed Apr 30, 2018 17:14 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026892 · doc4.xml · nonDerivative · entry 3 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,724 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 17:14 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 3,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-026892 · doc4.xml · derivative · entry 5 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Unit representing LP interest · 3,125 shares Expires 2018-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest in two equal annual installments beginning on April 26, 2019. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 17:14 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 1,554 | $19.95 | $31,002.30 |
DisclosureSEC source: 0001209191-18-026892 · doc4.xml · nonDerivative · entry 2 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,599 Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 17:14 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026892 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 16:24 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantEmployee Stock Options (Right to buy) · Derivative | 110,000 | $0.00 Strike: $28.67 | $0.00 |
DisclosureSEC source: 0001209191-17-058607 · doc4.xml · derivative · entry 3 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Class A Common Stock · 110,000 shares Expires 2027-10-30 F3 · derivative.exercise_date: The options will vest in four equal annual installments beginning on October 30, 2018. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 16:24 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 52,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058607 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,385 F1 · kind: Constitutes restricted stock issued under the 2017 Equity Incentive Plan. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 16:23 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 3,725 | $28.07 | $104,560.75 |
DisclosureSEC source: 0001209191-17-058447 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,885 Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 15:54 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,890 | $27.78 | $135,844.20 |
DisclosureSEC source: 0001209191-17-058133 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,610 Read SEC document |
| May 23, 2017 Filed May 25, 2017 13:56 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-035262 · doc4.xml · derivative · entry 3 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Unit representing LP interest · 3,750 shares Expires 2017-05-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest on May 23, 2018. Read SEC document |
| May 23, 2017 Filed May 25, 2017 13:56 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 1,397 | $20.20 | $28,219.40 |
DisclosureSEC source: 0001209191-17-035262 · doc4.xml · nonDerivative · entry 2 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,028 Read SEC document |
| May 23, 2017 Filed May 25, 2017 13:56 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035262 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,425 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2017 Filed May 3, 2017 16:52 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029708 · doc4.xml · derivative · entry 1 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Unit representing LP interest · 12,500 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal annual installments beginning on May 1, 2018. F2 · derivative.expiration_date: The phantom units will vest in four equal annual installments beginning on May 1, 2018. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 3,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · derivative · entry 6 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Unit representing LP interest · 3,125 shares Expires 2017-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F3 · balance_after: The remaining phantom units will vest in two equal annual installments beginning on April 27, 2018. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 1,135 | $20.75 | $23,551.25 |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · nonDerivative · entry 4 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,675 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · nonDerivative · entry 3 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 3,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · derivative · entry 5 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Underlying: Common Unit representing LP interest · 3,125 shares Expires 2017-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest in three equal annual installments beginning on April 26, 2018. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 1,129 | $20.80 | $23,483.20 |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · nonDerivative · entry 2 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,685 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 17:43 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028786 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Director · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,814 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 17:05 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantEmployee Stock Options (Right to buy) · Derivative | 110,000 | $0.00 Strike: $21.38 | $0.00 |
DisclosureSEC source: 0001209191-16-147167 · doc4.xml · derivative · entry 3 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Class A Common Stock · 110,000 shares Expires 2026-10-25 F3 · derivative.exercise_date: The options will vest in four equal annual installments beginning on October 25, 2017. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 17:05 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 52,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-147167 · doc4.xml · nonDerivative · entry 1 Young C Erik · CIK 0001602972 · Chief Financial Officer, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,500 F1 · kind: Constitutes restricted stock issued under the 2012 Equity Incentive Plan. 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.