organization · Reporting owner
2008 IRREVOCABLE AGREEMENT OF TRUST OF JOHN B REILLY JR
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | 10% owner | June 11, 2021 | June 15, 2021 |
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.
CrossAmerica Partners LP
Report date June 11, 2021 · Filed June 15, 2021
Jointly reported with Reilly John B. III
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | IndirectBy 2008 Irrevocable Agreement of Trust of John B Reilly Jr | 4,964,611 |
Reported balance
After 2021-06-11 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-06-11 · Other · Acquired 4,031,933 · Balance 4,964,611 F1: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") agreed to redeem all of the Class A and Class B member interests in DM Partners held by the 2008 Irrevocable Agreement of Trust of John B Reilly Jr (the "Trust") in exchange for a corresponding 4,031,933 Common Units indirectly held by DM Partners. John B Reilly Jr is one of the two trustees of the Trust. Mr. Reilly is a director of the general partner of CrossAmerica Partners LP. |
| Common UnitsSEC Table I · non-derivative | Direct | 18,997 |
Reported balance
Holding disclosure · report date 2021-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,997 |
Filing footnotes · ownership attribution and instrument terms
F1: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") agreed to redeem all of the Class A and Class B member interests in DM Partners held by the 2008 Irrevocable Agreement of Trust of John B Reilly Jr (the "Trust") in exchange for a corresponding 4,031,933 Common Units indirectly held by DM Partners. John B Reilly Jr is one of the two trustees of the Trust. Mr. Reilly is a director of the general partner of CrossAmerica Partners LP.
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 |
|---|---|---|---|---|---|---|
| June 11, 2021 Filed Jun 15, 2021 18:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 4,031,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556592-21-000004 · wf-form4_162379481307478.xml · nonDerivative · entry 1 Reilly John B. III · CIK 0001556592 · Director · 10% owner 2008 IRREVOCABLE AGREEMENT OF TRUST OF JOHN B REILLY JR · CIK 0001866185 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By 2008 Irrevocable Agreement of Trust of John B Reilly Jr Disclosed balance after: 4,964,611 F1 · kind: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") agreed to redeem all of the Class A and Class B member interests in DM Partners held by the 2008 Irrevocable Agreement of Trust of John B Reilly Jr (the "Trust") in exchange for a corresponding 4,031,933 Common Units indirectly held by DM Partners. John B Reilly Jr is one of the two trustees of the Trust. Mr. Reilly is a director of the general partner of CrossAmerica Partners LP. F1 · price: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") agreed to redeem all of the Class A and Class B member interests in DM Partners held by the 2008 Irrevocable Agreement of Trust of John B Reilly Jr (the "Trust") in exchange for a corresponding 4,031,933 Common Units indirectly held by DM Partners. John B Reilly Jr is one of the two trustees of the Trust. Mr. Reilly is a director of the general partner of CrossAmerica Partners LP. 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.