Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | EVP and CMO | December 05, 2017 | December 07, 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 05, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 65,569 |
Reported balance
After 2017-12-05 transaction · row 1
1 source rowRow 1 · 2017-12-05 · Tax withholding · Disposed 7,031 · Balance 65,569 |
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 05, 2017 Filed Dec 7, 2017 16:26 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 7,031 | $29.77 | $209,312.87 |
DisclosureSEC source: 0001209191-17-064426 · doc4.xml · nonDerivative · entry 1 ARCHER CYNTHIA A · CIK 0001172649 · EVP and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,569 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:49 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000145 · doc4.xml · nonDerivative · entry 1 ARCHER CYNTHIA A · CIK 0001172649 · EVP and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,600 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.