Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENBRIDGE INCENB · Entity 2898 | Director | March 22, 2019 | March 26, 2019 |
| MARATHON OIL CORPMRO · Entity 85774 | Director | January 02, 2018 | January 04, 2018 |
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.
ENBRIDGE INC
Report date March 22, 2019 · Filed March 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,995 |
Reported balance
After 2019-03-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-22 · Grant · Acquired 636 · Balance 3,995 F1: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2: Includes 51 DSUs acquired by the Reporting Person between December 15, 2018 and March 22, 2019 pursuant to a dividend reinvestment feature under the Enbridge Inc. Directors' Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date.
F2: Includes 51 DSUs acquired by the Reporting Person between December 15, 2018 and March 22, 2019 pursuant to a dividend reinvestment feature under the Enbridge Inc. Directors' Compensation Plan.
MARATHON OIL CORP
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,771.9889 |
Reported balance
After 2018-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-02 · Grant · Acquired 10,069.0449 · Balance 80,771.9889 F1: Non-Retainer Annual Director Stock Unit Award granted under Marathon Oil Corporation 2016 Incentive Compensation Plan. The annual non-retainer stock based compensation represented by these common stock units, along with their accrued dividend equivalent rights, are payable in shares of common stock upon the reporting person's departure from the Board of Directors. F2: Includes dividends of 350.452 shares previously not reported pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | Direct | 80,770.5439 |
Reported balance
After 2018-01-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-01-02 · Disposition to issuer · Disposed 1.445 · Balance 80,770.5439 F3: Fractional stock units forfeited pursuant to the terms of the Directors' Deferred Comp Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Non-Retainer Annual Director Stock Unit Award granted under Marathon Oil Corporation 2016 Incentive Compensation Plan. The annual non-retainer stock based compensation represented by these common stock units, along with their accrued dividend equivalent rights, are payable in shares of common stock upon the reporting person's departure from the Board of Directors.
F2: Includes dividends of 350.452 shares previously not reported pursuant to Rule 16a-11.
F3: Fractional stock units forfeited pursuant to the terms of the Directors' Deferred Comp Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Spectra Energy Corp.
Report date February 27, 2017 · Filed February 28, 2017
Section 16 reporting ended · disclosed 2017-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-02-27 transaction · row 1
1 source rowRow 1 · 2017-02-27 · Disposition to issuer · Disposed 91,899 · Balance 0 F1: Includes shares acquired pursuant to dividend reinvestment. F2: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration"). |
| Phantom Shares DspSEC Table II · derivative / convertible security | IndirectBy Trustee Director Savings Plan | 0 |
Reported balance
After 2017-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-27 · Disposition to issuer · Disposed 14,167 · Balance 0 F3: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment.
F2: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration").
F3: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement.
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 22, 2019 Filed Mar 26, 2019 16:37 UTC | ENBRIDGE INC ENB · Entity 2898 | GrantDeferred Stock Units · Derivative | 636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000895728-19-000078 · wf-form4_155361823516574.xml · derivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,995 Underlying: Common Shares · 636 shares Expires not disclosed F1 · derivative.exercise_price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.exercise_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.expiration_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2 · balance_after: Includes 51 DSUs acquired by the Reporting Person between December 15, 2018 and March 22, 2019 pursuant to a dividend reinvestment feature under the Enbridge Inc. Directors' Compensation Plan. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 18:16 UTC | ENBRIDGE INC ENB · Entity 2898 | GrantDeferred Stock Units · Derivative | 552 | $0.00 | $0.00 |
DisclosureSEC source: 0000895728-18-000100 · wf-form4_154515697550805.xml · derivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308 Underlying: Common Shares · 552 shares Expires not disclosed F1 · derivative.exercise_price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.exercise_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.expiration_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2 · balance_after: Includes 42 DSUs acquired by the Reporting Person between September 22, 2018 to December 14, 2018 pursuant to a dividend reinvestment feature under the Enbridge Inc. Directors' Compensation Plan. Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 15:37 UTC | ENBRIDGE INC ENB · Entity 2898 | GrantDeferred Stock Units · Derivative | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0000895728-18-000051 · wf-form4_153788984553717.xml · derivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,714 Underlying: Common Shares · 515 shares Expires not disclosed F1 · derivative.exercise_price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.exercise_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.expiration_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2 · balance_after: Includes 33 DSUs acquired by the Reporting Person between June 16, 2018 and September 21, 2018 under the Enbridge Dividend Reinvestment and Share Purchase Plan in transactions that were exempt under Rule 16a-11. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 18:20 UTC | ENBRIDGE INC ENB · Entity 2898 | GrantDeferred Stock Units · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-041025 · a4.xml · derivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Shares · 576 shares Expires not disclosed F1 · derivative.exercise_price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.exercise_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.expiration_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2 · balance_after: Includes 27 DSUs acquired by the Reporting Person between March 24, 2018 and June 15, 2018 under the Enbridge Dividend Reinvestment and Share Purchase Plan in transactions that were exempt under Rule 16a-11. Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 22:10 UTC | ENBRIDGE INC ENB · Entity 2898 | GrantDeferred Stock Units · Derivative | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-020516 · a4.xml · derivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Underlying: Common Shares · 568 shares Expires not disclosed F1 · derivative.exercise_price: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.exercise_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F1 · derivative.expiration_date: All non-employee directors receive a portion of their compensation in the form of Deferred Stock Units ("DSUs"), which represent notional shares with the same value as Enbridge Common Shares. Such DSUs are fully vested at grant and are settled in cash upon retirement of the director based on the price of Enbridge Common Shares. The DSUs have no expiration date. F2 · balance_after: Includes 16 DSUs acquired by the Reporting Person between January 2, 2018 and March 23, 2018 under the Enbridge Dividend Reinvestment and Share Purchase Plan in transactions that were exempt under Rule 16a-11. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 18:14 UTC | ENBRIDGE INC ENB · Entity 2898 | SaleCommon Shares | 500 | $34.01 | $17,002.50 |
DisclosureSEC source: 0001104659-18-011637 · a4.xml · nonDerivative · entry 3 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,645 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 18:14 UTC | ENBRIDGE INC ENB · Entity 2898 | SaleCommon Shares | 100 | $34.01 | $3,401.00 |
DisclosureSEC source: 0001104659-18-011637 · a4.xml · nonDerivative · entry 2 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,145 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 18:14 UTC | ENBRIDGE INC ENB · Entity 2898 | SaleCommon Shares | 17,454 | $34.00 | $593,436.00 |
DisclosureSEC source: 0001104659-18-011637 · a4.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,245 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 12:26 UTC | MARATHON OIL CORP MRO · Entity 85774 | Disposition to issuerCommon Stock | 1.445 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-18-000017 · wf-form4_151508677133415.xml · nonDerivative · entry 2 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,770.5439 F3 · shares: Fractional stock units forfeited pursuant to the terms of the Directors' Deferred Comp Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 12:26 UTC | MARATHON OIL CORP MRO · Entity 85774 | GrantCommon Stock | 10,069.0449 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-18-000017 · wf-form4_151508677133415.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,771.9889 F1 · shares: Non-Retainer Annual Director Stock Unit Award granted under Marathon Oil Corporation 2016 Incentive Compensation Plan. The annual non-retainer stock based compensation represented by these common stock units, along with their accrued dividend equivalent rights, are payable in shares of common stock upon the reporting person's departure from the Board of Directors. F2 · balance_after: Includes dividends of 350.452 shares previously not reported pursuant to Rule 16a-11. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 20:06 UTC | Spectra Energy Corp. SE · Entity 178342 | Disposition to issuerPhantom Shares Dsp · Derivative | 14,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-005679 · doc4.xml · derivative · entry 2 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director Savings Plan Disclosed balance after: 0 Underlying: Common Stock · 14,167 shares Expires not disclosed F3 · derivative.exercise_price: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement. F3 · price: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement. F3 · derivative.exercise_date: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement. F3 · derivative.expiration_date: At the effective time of the Merger, each right to receive common stock of the Issuer or benefits measured by the value of common stock of the Issuer was automatically adjusted to represent a right to receive benefits measured by the value of Enbridge common shares in accordance with the Merger Agreement. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 20:06 UTC | Spectra Energy Corp. SE · Entity 178342 | Disposition to issuerCommon Stock | 91,899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-005679 · doc4.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes shares acquired pursuant to dividend reinvestment. F2 · price: At the effective time of the Merger, each issued and outstanding share of the common stock of the Issuer was converted into the right to receive 0.984 of an Enbridge common share, with cash paid in lieu of fractional shares, in accordance with the Merger Agreement (the "Merger Consideration"). Read SEC document |
| February 02, 2017 Filed Feb 2, 2017 16:29 UTC | Spectra Energy Corp. SE · Entity 178342 | GiftCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003557 · form4.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,585.91 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:14 UTC Amendment | MARATHON OIL CORP MRO · Entity 85774 | Disposition to issuerMarathon Oil Corporation Common Stock | 0.458 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-17-000020 · wf-form4a_148357525837710.xml · nonDerivative · entry 2 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,352.492 F3 · shares: Fractional stock units remaining upon vesting of common stock units on January 3, 2017 are forfeited pursuant to the terms of the Directors' Deferred Comp Plan. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:14 UTC Amendment | MARATHON OIL CORP MRO · Entity 85774 | GrantMarathon Oil Corporation Common Stock | 9,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-17-000020 · wf-form4a_148357525837710.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,352.95 F1 · shares: Non-Retainer Annual Director Stock Unit Award granted under Marathon Oil Corporation 2016 Incentive Compensation Plan. These common stock units will vest on January 3, 2020 and be payable in shares of common stock. F2 · balance_after: Includes dividends of 703.348 shares previously not reported pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 18:40 UTC | MARATHON OIL CORP MRO · Entity 85774 | Disposition to issuerMarathon Oil Corporation Common Stock | 0.458 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-17-000012 · wf-form4_148357324572281.xml · nonDerivative · entry 2 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,352.492 F3 · shares: Fractional stock units remaining upon vesting of common stock units on January 3, 2017 are forfeited pursuant to the terms of the Directors' Deferred Comp Plan. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 18:40 UTC | MARATHON OIL CORP MRO · Entity 85774 | GrantMarathon Oil Corporation Common Stock | 9,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000101778-17-000012 · wf-form4_148357324572281.xml · nonDerivative · entry 1 PHELPS MICHAEL E J · CIK 0001216408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,352.95 F1 · shares: Non-Retainer Annual Director Stock Unit Award granted under Marathon Oil Corporation 2016 Incentive Compensation Plan. These common stock units will vest on January 3, 2020 and be payable in shares of common stock. F2 · balance_after: Includes dividends of 703.348 shares previously not reported pursuant to Rule 16a-11. 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.