Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONCHO RESOURCES INCCXO · Entity 15552 | Director | January 02, 2020 | January 06, 2020 |
| MPLX LPMPLX · Entity 3003 | Director | August 14, 2026 | August 18, 2026 |
| Marathon Petroleum CorpMPC · Entity 2903 | Director | April 30, 2026 | May 04, 2026 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | May 01, 2026 | May 05, 2026 |
| Trane Technologies plcTT · Entity 2921 | Director | June 05, 2026 | June 09, 2026 |
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.
CONCHO RESOURCES INC
Report date January 02, 2020 · Filed January 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,937 |
Reported balance
After 2020-01-02 transaction · row 1
1 source rowRow 1 · 2020-01-02 · Grant · Acquired 2,090 · Balance 14,937 F1: Represents a restricted stock grant that vests in a single installment on January 2, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock grant that vests in a single installment on January 2, 2021.
MPLX LP
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 95,447.777 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 1,563.427 · Balance 95,447.777 |
Marathon Petroleum Corp
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,900.896 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 727.742 · Balance 60,900.896 F1: Represents the reporting person's annual 2026 equity retainer award. F2: Includes 1,216.56 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife's Revocable Trust | 10,000 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 F3: By Elizabeth L. Surma Revocable Trust Agreement (wife). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the reporting person's annual 2026 equity retainer award.
F2: Includes 1,216.56 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11.
F3: By Elizabeth L. Surma Revocable Trust Agreement (wife).
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,586.783 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,246 · Balance 16,586.783 F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors. F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors.
F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service.
F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date.
F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
Trane Technologies plc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 13,785 |
Ending reported balance
After 2026-06-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-05 · Tax withholding · Disposed 112 · Balance 13,347 Row 2 · 2026-06-05 · Grant · Acquired 438 · Balance 13,785 F1: Represents restricted stock units that fully vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that fully vest on June 5, 2027.
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 14, 2026 Filed Aug 18, 2026 20:49 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,563.427 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-355627 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,447.777 Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:59 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041940 · wk-form4_1781038744.xml · nonDerivative · entry 2 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,785 F1 · shares: Represents restricted stock units that fully vest on June 5, 2027. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:59 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 112 | $456.84 | $51,166.08 |
DisclosureSEC source: 0001628280-26-041940 · wk-form4_1781038744.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,347 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:16 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,656.317 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-230796 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,426.119 Read SEC document |
| May 01, 2026 Filed May 5, 2026 19:15 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,246 | $80.15 | $180,016.90 |
DisclosureSEC source: 0001225208-26-004933 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,586.783 Underlying: Common Stock · 2,246 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 30, 2026 Filed May 4, 2026 21:17 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 2,579.543 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-204344 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,769.802 F1 · shares: Represents the reporting person's annual 2026 equity retainer award. Read SEC document |
| April 30, 2026 Filed May 4, 2026 21:00 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 727.742 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-204254 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,900.896 F1 · shares: Represents the reporting person's annual 2026 equity retainer award. F2 · balance_after: Includes 1,216.56 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| April 30, 2026 Filed Aug 5, 2026 20:21 UTC Amendment | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 3,028.941 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-335208 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,219.2 F1 · shares: Represents the reporting person's annual 2026 equity retainer award. F2 · shares: This Form 4 is being amended to reflect the correct amount of the annual 2026 equity retainer award. F3 · balance_after: This amount reflects the correct balance of securities beneficially owned as of April 30, 2026. This balance does not include any transactions that occurred after April 30, 2026. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 23:19 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,505.132 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059831 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,190.259 Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 12:31 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,590.069 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-285330 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,685.127 Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 18:20 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,475.301 | $0.00 | $0.00 |
DisclosureSEC source: 0001229767-25-000006 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,095.058 Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 20:16 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 181 | $428.93 | $77,636.33 |
DisclosureSEC source: 0001628280-25-030473 · wk-form4_1749586557.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,459 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:06 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 465 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-25-000138 · wk-form4_1749499562.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,640 F1 · shares: Represents restricted stock units that fully vest on June 5, 2026. Read SEC document |
| May 16, 2025 Filed May 20, 2025 11:32 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,390.314 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-074886 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,619.757 Read SEC document |
| May 01, 2025 Filed May 2, 2025 18:53 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,289 | $78.66 | $180,052.74 |
DisclosureSEC source: 0001225208-25-004580 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,902.565 Underlying: Common Stock · 2,289 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| May 01, 2025 Filed May 5, 2025 11:41 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 2,848.352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-063165 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,229.443 F1 · shares: Represents the reporting person's annual 2025 equity retainer award. As disclosed in MPLX's annual report on Form 10-K for the year ended December 31, 2024, beginning in May 2025, MPLX's non-management director compensation program transitioned from granting quarterly to granting annual equity retainer awards. Read SEC document |
| May 01, 2025 Filed May 5, 2025 11:17 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,275.96 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-063150 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,956.594 F1 · shares: Represents the reporting person's annual 2025 equity retainer award. As disclosed in MPC's definitive proxy statement for the 2025 annual meeting of shareholders, beginning in May 2025, MPC's non-management director compensation program transitioned from granting quarterly to granting annual equity retainer awards. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:14 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 220.446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050756 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,381.091 F1 · shares: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025. As disclosed in MPLX's annual report of Form 10-K for the year ended December 31, 2024, beginning in May 2025, MPLX's non-management directors will receive an annual equity retainer consisting of one grant in the amount of $125,000, generally made on the day following the annual meeting of shareholders of Marathon Petroleum Corporation (the parent company of MPLX's general partner). Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:24 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 93.586 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050598 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,680.634 F1 · shares: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025. As disclosed in MPC's definitive proxy statement for the 2025 annual meeting of shareholders, beginning in May 2025, MPC's non-management directors will receive an annual equity retainer consisting of one grant in the amount of $185,000, generally made on the day following MPC's annual meeting of shareholders. F2 · balance_after: Includes 382.039 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 18:10 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,268.561 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021952 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,160.645 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 13:04 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 737.561 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001710 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,892.084 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 12:40 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 294.19 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001690 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,205.009 F1 · balance_after: Includes 340.784 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 12:43 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,408.627 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128287 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,154.523 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 15:04 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 802.932 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-112132 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,745.896 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 14:41 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 251.025 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-112104 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,570.035 F1 · balance_after: Includes 282.684 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 14:10 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,345.432 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-098896 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,942.964 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 13:38 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 225.27 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081105 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,036.326 F1 · balance_after: Includes 262.862 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 12:42 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 830.807 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081068 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,597.532 Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 20:11 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-24-000209 · wk-form4_1718050292.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,175 F1 · shares: Represents restricted stock units that fully vest on June 7, 2025. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:17 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 348 | $327.46 | $113,956.08 |
DisclosureSEC source: 0001466258-24-000183 · wk-form4_1717532254.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,548 Read SEC document |
| May 13, 2024 Filed May 15, 2024 10:52 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,339.837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-060020 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,766.725 Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:03 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantCommon Stock | 2,579 | $69.81 | $180,039.99 |
DisclosureSEC source: 0001225208-24-005490 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,579 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 12:58 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 862.173 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040708 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,426.888 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 12:28 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 192.628 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040693 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,548.194 F1 · balance_after: Includes 250.600 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 12:59 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,395.921 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016159 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,564.715 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:01 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 971.502 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001688 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,168.794 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 18:05 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 258.434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001647 · ownership.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,104.966 F1 · balance_after: Includes 312.758 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 15:09 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,451.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055279 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,197.292 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 17:15 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,014.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051821 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,746.192 Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 16:30 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 262.465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051807 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,533.774 F1 · balance_after: Includes 262.910 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 11:10 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,286.033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045949 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,732.102 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 16:56 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 937.225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040842 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,446.069 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 16:27 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 334.992 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040822 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,008.399 F1 · balance_after: Includes 355.861 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:06 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 337 | $173.01 | $58,304.37 |
DisclosureSEC source: 0001466258-23-000146 · wk-form4_1685995589.xml · nonDerivative · entry 2 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,896 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:06 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-23-000146 · wk-form4_1685995589.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,233 F1 · shares: Represents restricted stock units that fully vest on June 1, 2024. Read SEC document |
| May 15, 2023 Filed May 17, 2023 17:28 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,273.805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030056 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,508.844 Read SEC document |
| May 01, 2023 Filed May 2, 2023 22:56 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,851 | $63.14 | $180,012.14 |
DisclosureSEC source: 0001225208-23-005273 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,863.504 Underlying: Common Stock · 2,851 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 15:36 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 290.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023170 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,317.546 F1 · balance_after: Includes 307.583 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 15:19 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 916.475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023152 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,235.039 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:53 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,199.619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010114 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,318.564 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.