Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | Director | January 04, 2021 | January 05, 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.
Sunoco LP
Report date January 04, 2021 · Filed January 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 21,488 |
Reported balance
After 2021-01-04 transaction · row 1
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 3,475 · Balance 21,488 F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2024 and 40% on 01/02/2026 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2024 and 40% on 01/02/2026 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date.
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 04, 2021 Filed Jan 5, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001453 · doc4.xml · nonDerivative · entry 1 Bryant James W · CIK 0001497225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,488 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2024 and 40% on 01/02/2026 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:05 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001169 · doc4.xml · nonDerivative · entry 1 Bryant James W · CIK 0001497225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,013 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 01/02/2023 and 40% on 01/02/2025 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:58 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002215 · doc4.xml · nonDerivative · entry 1 Bryant James W · CIK 0001497225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,768 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 01/02/2022 and 40% on 01/02/2024 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 17:08 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002045 · doc4.xml · nonDerivative · entry 1 Bryant James W · CIK 0001497225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,081 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2021 and 40% on 01/02/2023 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:21 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001837 · doc4.xml · nonDerivative · entry 1 Bryant James W · CIK 0001497225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,617 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2020 and 40% on 01/02/2022 contingent upon the reporting person's continued service on the board of directors 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.