Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | CFO | March 13, 2020 | March 13, 2020 |
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 March 13, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 89,854 |
Reported balance
After 2020-03-13 transaction · row 1
1 source rowRow 1 · 2020-03-13 · Purchase · Acquired 5,000 · Balance 89,854 |
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 |
|---|---|---|---|---|---|---|
| March 13, 2020 Filed Mar 13, 2020 20:44 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 5,000 | $20.00 | $100,000.00 |
DisclosureSEC source: 0001209191-20-018899 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,854 Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 22:40 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060944 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,854 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 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:14 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,604 | $31.04 | $142,908.16 |
DisclosureSEC source: 0001209191-19-059737 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,854 Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 23:04 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063738 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,458 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 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 22:47 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 3,542 | $27.83 | $98,573.86 |
DisclosureSEC source: 0001209191-18-061593 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,458 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:14 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066956 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 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 12/5/2020 and 40% on 12/5/2022 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 20:55 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 19,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000159 · doc4.xml · nonDerivative · entry 1 Miller Thomas R · CIK 0001554744 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,500 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 12/05/2019 and 40% on 12/05/2021 contingent upon the continued employment of the reporting person 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.