person · Reporting owner
Williams William Presley
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPETE · Entity 2966 | Director | January 02, 2018 | January 04, 2018 |
| Energy Transfer Operating, L.P.ETP · Entity 143732 | Director | October 19, 2018 | October 29, 2018 |
| Sunoco LPSUN · Entity 3373 | Director | May 25, 2021 | February 17, 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.
Energy Transfer LP
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 17,960 |
Reported balance
After 2018-01-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-02 · Grant · Acquired 5,637 · Balance 17,960 F1: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. |
| Common UnitsSEC Table I · non-derivative | Direct | 22,216 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 22,216 |
| Common UnitsSEC Table I · non-derivative | IndirectBy: The William P and Jane C Williams Family Partnership Ltd. | 2,338,484 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,338,484 |
| Common UnitsSEC Table I · non-derivative | IndirectBy: The Bar W Barking Cat LTD Partnership | 3,032,028 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,032,028 |
Filing footnotes · ownership attribution and instrument terms
F1: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders.
Energy Transfer Operating, L.P.
Report date October 19, 2018 · Filed October 29, 2018
This filing explicitly reported no securities owned.
Sunoco LP
Report date May 25, 2021 · Filed February 17, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-05-25 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 0 F1: The original Form 3 filed on May 26, 2021, is being amended to correct the number of units reported as beneficially owned from 747 to 0. |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 3 filed on May 26, 2021, is being amended to correct the number of units reported as beneficially owned from 747 to 0.
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 |
|---|---|---|---|---|---|---|
| January 03, 2022 Filed Jan 5, 2022 17:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001774 · doc4.xml · nonDerivative · entry 1 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,840 F1 · shares: Grant of restricted phantom units ("Award") awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2025 and 40% on 01/02/2027, generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 16:00 UTC Amendment | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002384 · doc4a.xml · nonDerivative · entry 1 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,680 F1 · shares: This amendment is being filed to correct the number of units previously reported for the annual grant. Grant of restricted phantom units ("Award") awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2025 and 40% on 01/02/2027, generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| May 25, 2021 Filed May 26, 2021 16:55 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035960 · doc4.xml · nonDerivative · entry 1 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,247 F1 · shares: Grant of restricted phantom units ("Award") awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on the third anniversary date of the Award and 40% on the fifth anniversary date of the Award, generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:57 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 5,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002170 · doc4.xml · derivative · entry 4 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,960 Underlying: Common Units · 5,637 shares Expires not disclosed F1 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.underlying: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2021 and 40% on January 2, 2023 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 12:17 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067618 · doc4.xml · derivative · entry 5 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,323 Underlying: Common Units · 5,216 shares Expires not disclosed F3 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2020 and 40% on January 2, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F3 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2020 and 40% on January 2, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F3 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2020 and 40% on January 2, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F3 · derivative.underlying: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2020 and 40% on January 2, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 12:17 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 7,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067618 · doc4.xml · derivative · entry 4 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,107 Underlying: Common Units · 7,107 shares Expires not disclosed F2 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2019 and 40% on January 2, 2021 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F2 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2019 and 40% on January 2, 2021 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F2 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2019 and 40% on January 2, 2021 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F2 · derivative.underlying: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on January 2, 2019 and 40% on January 2, 2021 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 12:17 UTC | Energy Transfer LP ETE · Entity 2966 | Disposition to issuerCommon Units | 12,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067618 · doc4.xml · nonDerivative · entry 1 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,216 F1 · shares: These common units, previously granted in connection with an award of restricted units under the Partnership's original long-term incentive plan, are being replaced with an award of phantom units in accordance with the Exchange and Rescission Agreement by and between the reporting person and the Partnership. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:16 UTC | Energy Transfer LP ETE · Entity 2966 | GrantCommon Units | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002319 · doc4.xml · nonDerivative · entry 1 Williams William Presley · CIK 0001604318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,539 F1 · shares: An award of restricted Common Units granted under the Energy Transfer Equity, L.P. (ETE) Long-Term Incentive Plan that will vest 60% on January 2, 2020 and 40% on January 2, 2022 contingent upon the reporting person's continued service as a Director on each applicable vesting date. 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.