Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | VP, Controller & PAO | December 21, 2017 | December 22, 2017 |
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 21, 2017 · Filed December 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 25,494 |
Reported balance
After 2017-12-21 transaction · row 1
1 source rowRow 1 · 2017-12-21 · Grant · Acquired 4,500 · Balance 25,494 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 12/5/2020 and 40% on 12/5/2022 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 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.
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 21, 2017 Filed Dec 22, 2017 13:26 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066961 · doc4.xml · nonDerivative · entry 1 McKinley Leta · CIK 0001641907 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,494 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 16:38 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 2,077 | $29.77 | $61,832.29 |
DisclosureSEC source: 0001209191-17-064447 · doc4.xml · nonDerivative · entry 3 McKinley Leta · CIK 0001641907 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,994 Read SEC document |
| November 15, 2017 Filed Dec 7, 2017 16:38 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 157 | $17.02 | $2,672.14 |
DisclosureSEC source: 0001209191-17-064447 · doc4.xml · nonDerivative · entry 2 McKinley Leta · CIK 0001641907 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,071 Read SEC document |
| May 12, 2017 Filed Dec 7, 2017 16:38 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 92 | $20.66 | $1,900.72 |
DisclosureSEC source: 0001209191-17-064447 · doc4.xml · nonDerivative · entry 1 McKinley Leta · CIK 0001641907 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,228 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:54 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000157 · doc4.xml · nonDerivative · entry 1 McKinley Leta · CIK 0001641907 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,320 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.