Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD · Entity 2939 | EVP, Asset Optimization | February 28, 2020 | February 28, 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.
ENTERPRISE PRODUCTS PARTNERS L.P.
Report date February 28, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partnership InterestsSEC Table I · non-derivative | Direct | 45,786 |
Reported balance
After 2020-02-28 transaction · row 1
1 source rowRow 1 · 2020-02-28 · Other · Acquired 18,296 · Balance 45,786 F1: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. |
| Class B limited partner interest in EPD PubCo ISEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-28 · Other · Disposed 0 · Balance 0 F1: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F2: The power of attorney under which this form was signed is on file with the Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I.
F2: The power of attorney under which this form was signed is on file with the Commission.
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 |
|---|---|---|---|---|---|---|
| February 28, 2020 Filed Feb 28, 2020 21:41 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | OtherClass B limited partner interest in EPD PubCo I · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013923 · doc4.xml · derivative · entry 2 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · kind: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · shares: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · derivative.exercise_date: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · derivative.expiration_date: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · derivative.underlying_shares: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · balance_after: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F2 · ownership.direct: The power of attorney under which this form was signed is on file with the Commission. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:41 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | OtherCommon Units Representing Limited Partnership Interests | 18,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013923 · doc4.xml · nonDerivative · entry 1 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,786 F1 · kind: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. F1 · price: Effective on February 28, 2020, EPD PubCo Unit I L.P. ("EPD PubCo I") was liquidated in accordance with its agreement of limited partnership. Upon EPD PubCo I's liquidation, the reporting person's Class B limited partner interest in EPD PubCo I automatically converted into the right to receive 18,296 common units representing limited partnership interests in the issuer ("Common Units"), based on the reporting person's percentage share of Class B limited partner interests in EPD PubCo I immediately prior to the liquidation. After giving effect to the distributions related to the liquidation of EPD PubCo I, the reporting person no longer has any interest in EPD PubCo I. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionPhantom Units · Derivative | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · derivative · entry 12 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,250 Underlying: Common Units · 8,750 shares Expires not disclosed 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 is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F5 · derivative.exercise_date: These phantom units vest in four equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F5 · derivative.expiration_date: These phantom units vest in four equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionPhantom Units · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · derivative · entry 11 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Units · 6,250 shares Expires not disclosed 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 is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F4 · derivative.exercise_date: These phantom units vest in three remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F4 · derivative.expiration_date: These phantom units vest in three remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionPhantom Units · Derivative | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · derivative · entry 10 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Units · 6,000 shares Expires not disclosed 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 is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F3 · derivative.exercise_date: These phantom units vest in two remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F3 · derivative.expiration_date: These phantom units vest in two remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionPhantom Units · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · derivative · entry 9 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 6,250 shares Expires not disclosed 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 is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F2 · derivative.exercise_date: These phantom units vest in one remaining annual installment on February 16, 2020. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F2 · derivative.expiration_date: These phantom units vest in one remaining annual installment on February 16, 2020. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Tax withholdingCommon Units Representing Limited Partnership Interests | 3,444 | $25.97 | $89,440.68 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 8 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,490 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionCommon Units Representing Limited Partnership Interests | 8,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 7 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,934 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 · price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Tax withholdingCommon Units Representing Limited Partnership Interests | 2,460 | $25.97 | $63,886.20 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 6 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,184 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionCommon Units Representing Limited Partnership Interests | 6,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 5 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,644 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 · price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Tax withholdingCommon Units Representing Limited Partnership Interests | 2,361 | $25.97 | $61,315.17 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 4 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,394 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionCommon Units Representing Limited Partnership Interests | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 3 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,755 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 · price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Tax withholdingCommon Units Representing Limited Partnership Interests | 2,460 | $25.97 | $63,886.20 |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 2 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,755 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 22:34 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionCommon Units Representing Limited Partnership Interests | 6,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010731 · doc4.xml · nonDerivative · entry 1 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,215 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 · price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:22 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | GrantPhantom Units · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007884 · doc4.xml · derivative · entry 6 Sanders Robert D · CIK 0001621846 · EVP, Asset Optimization 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Units · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F6 · derivative.exercise_date: These phantom units vest in four equal annual installments beginning on February 16, 2021. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F6 · derivative.expiration_date: These phantom units vest in four equal annual installments beginning on February 16, 2021. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F7 · ownership.direct: The power of attorney under which this form was signed is on file with the Commission. 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.