Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVR PARTNERS, LPUAN · Entity 8965 | EVP, Marketing & Operations | December 29, 2017 | January 03, 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.
CVR PARTNERS, LP
Report date December 29, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 86,455 |
Reported balance
After 2017-12-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-12-29 · Grant · Acquired 86,455 · Balance 86,455 F1: Each Phantom Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Partners, LP for the 10 business days preceding the vesting date. F2: The Phantom Units awarded to the reporting person vest in three annual installments beginning on December 15, 2018. F3: The Phantom Units expire immediately following their vesting in three annual installments beginning on December 15, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Partners, LP for the 10 business days preceding the vesting date.
F2: The Phantom Units awarded to the reporting person vest in three annual installments beginning on December 15, 2018.
F3: The Phantom Units expire immediately following their vesting in three annual installments beginning on December 15, 2018.
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 29, 2017 Filed Jan 3, 2018 23:36 UTC | CVR PARTNERS, LP UAN · Entity 8965 | GrantPhantom Units · Derivative | 86,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001425292-18-000004 · wf-form4_151502255785166.xml · derivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,455 Underlying: Common Units · 86,455 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Partners, LP for the 10 business days preceding the vesting date. F2 · derivative.exercise_date: The Phantom Units awarded to the reporting person vest in three annual installments beginning on December 15, 2018. F3 · derivative.expiration_date: The Phantom Units expire immediately following their vesting in three annual installments beginning on December 15, 2018. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:55 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 9,793 | $3.60 | $35,254.80 |
DisclosureSEC source: 0001425292-17-000078 · wf-form4_151449811480924.xml · derivative · entry 3 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 9,793 shares Expires 2017-12-26 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: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:55 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 9,793 | $3.60 | $35,254.80 |
DisclosureSEC source: 0001425292-17-000078 · wf-form4_151449811480924.xml · nonDerivative · entry 2 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F1 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:55 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 9,793 | $3.60 | $35,254.80 |
DisclosureSEC source: 0001425292-17-000078 · wf-form4_151449811480924.xml · nonDerivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,171 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 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 11,860 | $3.50 | $41,510.00 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · derivative · entry 6 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,859 Underlying: Common Units · 11,860 shares Expires 2017-12-18 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. F2 · derivative.exercise_price: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 11,860 | $3.50 | $41,510.00 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · nonDerivative · entry 4 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F2 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 11,860 | $3.50 | $41,510.00 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · nonDerivative · entry 3 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,238 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. F2 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 17,803 | $3.50 | $62,310.50 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · derivative · entry 5 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,604 Underlying: Common Units · 17,803 shares Expires 2017-12-16 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: This transaction represents the cash settlement of vested Phantom Units awarded on December 31, 2016. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 17,803 | $3.50 | $62,310.50 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · nonDerivative · entry 2 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F1 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 31, 2016. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 23:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 17,803 | $3.50 | $62,310.50 |
DisclosureSEC source: 0001425292-17-000072 · wf-form4_151372793229599.xml · nonDerivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,181 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 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 31, 2016. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:14 UTC | CVR PARTNERS, LP UAN · Entity 8965 | GrantPhantom Units · Derivative | 53,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001425292-17-000004 · wf-form4_148356806995941.xml · derivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,407 Underlying: Common Units · 53,407 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Partners, LP for the 10 business days preceding the vesting date. F2 · derivative.exercise_date: The Phantom Units awarded to the reporting person vest in three annual installments beginning on December 16, 2017. F3 · derivative.expiration_date: The Phantom Units expire immediately following their vesting in three annual installments beginning on December 16, 2017. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 5,081 | $5.38 | $27,335.78 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · derivative · entry 6 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 5,081 shares Expires 2016-12-27 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. F2 · derivative.exercise_price: This transaction represents the cash settlement of vested Phantom Units awarded on December 27, 2013. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 5,081 | $5.38 | $27,335.78 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · nonDerivative · entry 3 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,459 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. F2 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 27, 2013. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 9,793 | $5.80 | $56,799.40 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · derivative · entry 5 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,793 Underlying: Common Units · 9,793 shares Expires 2016-12-26 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: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 5,081 | $5.38 | $27,335.78 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · nonDerivative · entry 4 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F2 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 27, 2013. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 9,793 | $5.80 | $56,799.40 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · nonDerivative · entry 2 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F1 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 21:52 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 9,793 | $5.80 | $56,799.40 |
DisclosureSEC source: 0001425292-16-000167 · wf-form4_148296192788612.xml · nonDerivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,171 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 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 26, 2014. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 22:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionPhantom Units · Derivative | 11,860 | $5.50 | $65,230.00 |
DisclosureSEC source: 0001425292-16-000163 · wf-form4_148227478370422.xml · derivative · entry 3 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,719 Underlying: Common Units · 11,860 shares Expires 2016-12-18 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: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 22:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Disposition to issuerCommon Units | 11,860 | $5.50 | $65,230.00 |
DisclosureSEC source: 0001425292-16-000163 · wf-form4_148227478370422.xml · nonDerivative · entry 2 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 F1 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 22:59 UTC | CVR PARTNERS, LP UAN · Entity 8965 | Exercise / conversionCommon Units | 11,860 | $5.50 | $65,230.00 |
DisclosureSEC source: 0001425292-16-000163 · wf-form4_148227478370422.xml · nonDerivative · entry 1 White William L · CIK 0001611549 · EVP, Marketing & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,238 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 · date: This transaction represents the cash settlement of vested Phantom Units awarded on December 18, 2015. 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.