Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Director, Corporate Secretary | August 17, 2018 | August 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.
CrossAmerica Partners LP
Report date August 17, 2018 · Filed August 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Performance UnitsSEC Table II · derivative / convertible security | Direct | 694 |
Reported balance
After 2018-08-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-08-17 · Grant · Acquired 694 · Balance 694 F1: Each phantom performance unit represents a contingent right to receive one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2: 35% of the grant will vest on the third anniversary of the grant date, with the remaining 65% vesting on the third anniversary of the grant date subject to the attainment of the performance criteria set forth in the award agreement. Upon vesting of each performance phantom unit, the recipient will receive one Common Unit, or in the discretion of the issuer, cash equal to the fair market value of a Common Unit on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom performance unit represents a contingent right to receive one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units.
F2: 35% of the grant will vest on the third anniversary of the grant date, with the remaining 65% vesting on the third anniversary of the grant date subject to the attainment of the performance criteria set forth in the award agreement. Upon vesting of each performance phantom unit, the recipient will receive one Common Unit, or in the discretion of the issuer, cash equal to the fair market value of a Common Unit on the 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 |
|---|---|---|---|---|---|---|
| August 17, 2018 Filed Aug 20, 2018 16:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Performance Units · Derivative | 694 | $0.00 | $0.00 |
DisclosureSEC source: 0001711178-18-000002 · wf-form4_153479872854708.xml · derivative · entry 1 Rueda Giovanna · CIK 0001711178 · Director, Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694 Underlying: Common Units · 694 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom performance unit represents a contingent right to receive one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: 35% of the grant will vest on the third anniversary of the grant date, with the remaining 65% vesting on the third anniversary of the grant date subject to the attainment of the performance criteria set forth in the award agreement. Upon vesting of each performance phantom unit, the recipient will receive one Common Unit, or in the discretion of the issuer, cash equal to the fair market value of a Common Unit on the vesting date. F2 · derivative.expiration_date: 35% of the grant will vest on the third anniversary of the grant date, with the remaining 65% vesting on the third anniversary of the grant date subject to the attainment of the performance criteria set forth in the award agreement. Upon vesting of each performance phantom unit, the recipient will receive one Common Unit, or in the discretion of the issuer, cash equal to the fair market value of a Common Unit on the 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.