Reported 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 |
| Sunoco LPSUN · Entity 3373 | Director | January 02, 2018 | January 04, 2018 |
| UGI CORP /PA/UGI · Entity 3628 | Director | January 22, 2020 | January 24, 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.
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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 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 | 354,988 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 354,988 |
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.
Sunoco LP
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 14,476 |
Reported balance
After 2018-01-02 transaction · row 1
1 source rowRow 1 · 2018-01-02 · Grant · Acquired 3,464 · Balance 14,476 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 01/02/2021 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. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Turner Family Partnership | 1,000 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
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 01/02/2021 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.
UGI CORP /PA/
Report date January 22, 2020 · Filed January 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 3,140 |
Reported balance
After 2020-01-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-01-22 · Grant · Acquired 3,140 · Balance 3,140 F1: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.89 · Expires 2030-01-21 | Direct | 12,070 |
Reported balance
After 2020-01-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-01-22 · Grant · Acquired 12,070 · Balance 12,070 F3: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. |
| UGI Common StockSEC Table I · non-derivative | Direct | 3,507 |
Reported balance
Holding disclosure · report date 2020-01-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,507 |
| UGI Common StockSEC Table I · non-derivative | IndirectBy Turner Family Partnership | 637 |
Reported balance
Holding disclosure · report date 2020-01-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 637 F2: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.
F2: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
F3: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERIGAS PARTNERS LP
Report date August 21, 2019 · Filed August 23, 2019
Section 16 reporting ended · disclosed 2019-08-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| APU Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-21 transaction · row 1
1 source rowRow 1 · 2019-08-21 · Disposition to issuer · Disposed 5,500 · Balance 0 F1: See Exhibit 99.1. |
| APU Common UnitsSEC Table I · non-derivative | IndirectBenefit Plan | 0 |
Reported balance
After 2019-08-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-08-21 · Disposition to issuer · Disposed 16,161 · Balance 0 F1: See Exhibit 99.1. |
| APU Common UnitsSEC Table I · non-derivative | IndirectBy Turner Family Partnership | 0 |
Reported balance
After 2019-08-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-08-21 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: See Exhibit 99.1. F2: The reporting person disclaims benefical ownership of these securities, except to the extent of his interest as the general partner of such limited partnership, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1.
F2: The reporting person disclaims benefical ownership of these securities, except to the extent of his interest as the general partner of such limited partnership, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
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 22, 2020 Filed Jan 24, 2020 21:49 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 12,070 | $0.00 Strike: $43.89 | $0.00 |
DisclosureSEC source: 0001209191-20-004868 · doc4.xml · derivative · entry 4 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,070 Underlying: UGI Common Stock · 12,070 shares Expires 2030-01-21 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:49 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004868 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 3,140 F1 · ownership.nature: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:27 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022377 · doc4.xml · nonDerivative · entry 3 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Turner Family Partnership Disclosed balance after: 0 F1 · shares: See Exhibit 99.1. F1 · price: See Exhibit 99.1. F2 · ownership.nature: The reporting person disclaims benefical ownership of these securities, except to the extent of his interest as the general partner of such limited partnership, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:27 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 16,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022377 · doc4.xml · nonDerivative · entry 2 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 0 F1 · shares: See Exhibit 99.1. F1 · price: See Exhibit 99.1. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 18:27 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | Disposition to issuerAPU Common Units | 5,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022377 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: See Exhibit 99.1. F1 · price: See Exhibit 99.1. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 17:44 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006248 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 14,837 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 29, 2019, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 16:52 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005642 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 10,422 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 24, 2018, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:56 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 5,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002167 · doc4.xml · derivative · entry 2 TURNER K RICK · CIK 0001281087 · 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 |
| January 02, 2018 Filed Jan 4, 2018 17:05 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002033 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,476 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 |
| December 27, 2017 Filed Dec 29, 2017 12:10 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067617 · doc4.xml · derivative · entry 3 TURNER K RICK · CIK 0001281087 · 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 12:10 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 7,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067617 · doc4.xml · derivative · entry 2 TURNER K RICK · CIK 0001281087 · 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 12:10 UTC | Energy Transfer LP ETE · Entity 2966 | Disposition to issuerCommon Units | 12,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067617 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,988 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 23, 2017 Filed Jan 25, 2017 16:39 UTC | AMERIGAS PARTNERS LP APU · Entity 155337 | GrantAPU Common Units | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005525 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 8,200 F1 · balance_after: Total gives effect to distribution equivalent accruals. F2 · ownership.nature: Effective January 23, 2017, the reporting person was granted Phantom Units under the AmeriGas Propane, Inc. 2010 Long-Term Incentive Plan on behalf of AmeriGas Partners, L.P. Each Phantom Unit represents the right of the recipient to receive a Common Unit of AmeriGas Partners, L.P. upon retirement or termination of service. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:18 UTC | Energy Transfer LP ETE · Entity 2966 | GrantCommon Units | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002320 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,311 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 |
| January 03, 2017 Filed Jan 5, 2017 14:23 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001841 · doc4.xml · nonDerivative · entry 1 TURNER K RICK · CIK 0001281087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,012 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.