Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | SVP, Chief Sales Officer | December 19, 2018 | December 20, 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.
Sunoco LP
Report date December 19, 2018 · Filed December 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 99,806 |
Reported balance
After 2018-12-19 transaction · row 1
1 source rowRow 1 · 2018-12-19 · Grant · Acquired 22,000 · Balance 99,806 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| December 19, 2018 Filed Dec 20, 2018 17:59 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063731 · doc4.xml · nonDerivative · entry 1 Heinemann Blake · CIK 0001641899 · SVP, Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,806 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 17:45 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 2,160 | $27.83 | $60,112.80 |
DisclosureSEC source: 0001209191-18-061590 · doc4.xml · nonDerivative · entry 1 Heinemann Blake · CIK 0001641899 · SVP, Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,806 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 13:18 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066959 · doc4.xml · nonDerivative · entry 1 Heinemann Blake · CIK 0001641899 · EVP-Operations East 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,966 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 05, 2017 Filed Dec 7, 2017 16:34 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 6,594 | $29.77 | $196,303.38 |
DisclosureSEC source: 0001209191-17-064436 · doc4.xml · nonDerivative · entry 1 Heinemann Blake · CIK 0001641899 · EVP-Operations East 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,466 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:52 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000153 · doc4.xml · nonDerivative · entry 1 Heinemann Blake · CIK 0001641899 · EVP-Operations East 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,060 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.