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 |
|---|---|---|---|---|---|---|
| January 03, 2023 Filed Jan 5, 2023 14:51 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 978.361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001566 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,118.945 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 14:31 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 354.986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001548 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,719.673 F1 · balance_after: Includes 350.781 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 17:34 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,175.182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058577 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,140.584 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:18 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,049.901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052695 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,965.402 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 18:58 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 383.063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052666 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,013.906 F1 · balance_after: Includes 297.910 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 10:59 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,072.995 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045919 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,915.501 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 19:58 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,074.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040540 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,842.506 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 19:42 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 466.087 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040526 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,332.933 F1 · balance_after: Includes 270.866 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 20:09 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 256 | $138.44 | $35,440.64 |
DisclosureSEC source: 0001466258-22-000140 · wf-form4_165463255519615.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,027 Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:11 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-22-000127 · wf-form4_165428705704013.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,283 F1 · shares: Represents restricted stock units that fully vest on June 2, 2023. Read SEC document |
| May 13, 2022 Filed May 17, 2022 11:05 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,077.715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029475 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,767.826 Read SEC document |
| May 02, 2022 Filed May 4, 2022 13:20 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,615 | $68.85 | $180,042.75 |
DisclosureSEC source: 0001225208-22-006419 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,729.836 Underlying: Common Stock · 2,615 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 01, 2022 Filed Apr 5, 2022 14:59 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 464.273 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022789 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,595.98 F1 · balance_after: Includes 370.353 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 15:13 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 953.771 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022804 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,690.111 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:29 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 962.546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010311 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,736.34 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:40 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,064.985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001861 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,773.794 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:36 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 599.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001605 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,761.354 F1 · balance_after: Includes 443.656 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 18:53 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,827.755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066332 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,708.809 Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:28 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,101.417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059253 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,881.054 Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:13 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 619.493 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059237 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,718.018 F1 · balance_after: Includes 485.59 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 10:59 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 982.084 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051747 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,779.637 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 22:20 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 642.647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045160 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,612.935 F1 · balance_after: Includes 425.535 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:31 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,068.197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045091 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,797.553 Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 20:11 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 654 | $181.64 | $118,792.56 |
DisclosureSEC source: 0001466258-21-000133 · wf-form4_162309662003251.xml · nonDerivative · entry 2 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,116 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:11 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-21-000133 · wf-form4_162309662003251.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,770 F1 · shares: Represents restricted stock units that fully vest on June 3, 2022. Read SEC document |
| May 14, 2021 Filed May 18, 2021 15:35 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 918.056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033400 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,729.356 Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:58 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,121 | $63.65 | $135,001.65 |
DisclosureSEC source: 0001225208-21-007499 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,953.066 Underlying: Common Stock · 2,121 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 01, 2021 Filed Apr 5, 2021 11:10 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 705.645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-024936 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,544.753 F1 · balance_after: Includes 452.462 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 10:48 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,220.329 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-024916 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,811.3 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 23:17 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,008.007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010948 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,590.971 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:49 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,450.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002152 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,582.964 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:30 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 966.258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002093 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,386.646 F1 · balance_after: Includes 580.136 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 11:41 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,156.507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-058603 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,132.122 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 19:35 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 2,055.126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053563 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,975.615 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 19:19 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,420.967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053534 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,840.252 F1 · balance_after: Includes 797.510 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 11:27 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,055.409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047097 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,920.489 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:24 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,103.559 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040946 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,621.775 F1 · balance_after: Includes 590.912 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:05 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,839.296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040936 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,865.08 Read SEC document |
| June 06, 2020 Filed Jun 9, 2020 20:20 UTC | Trane Technologies plc TT · Entity 2921 | Tax withholdingOrdinary Shares | 802 | $102.01 | $81,812.02 |
DisclosureSEC source: 0001466258-20-000159 · wf-form4_159173400144953.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,883 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:41 UTC | Trane Technologies plc TT · Entity 2921 | GrantOrdinary Shares | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001466258-20-000136 · wf-form4_159164889029075.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,685 F1 · shares: Represents restricted stock units that fully vest on June 4, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:26 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,041.087 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030396 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,025.784 Read SEC document |
| May 01, 2020 Filed May 5, 2020 01:33 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,733 | $49.41 | $135,037.53 |
DisclosureSEC source: 0001225208-20-007052 · doc4.xml · derivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,733 Underlying: Common Stock · 2,733 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 Equity Compensation Plan For 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. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:07 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,886.679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022993 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,927.304 F1 · balance_after: Includes 628.591 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 12:09 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 2,796.053 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022921 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,984.697 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 18:50 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 686.975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009935 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,188.644 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:35 UTC | CONCHO RESOURCES INC CXO · Entity 15552 | GrantCommon Stock | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000076 · form.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,937 F1 · shares: Represents a restricted stock grant that vests in a single installment on January 2, 2021. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:35 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,230.695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001538 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,501.669 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:10 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 636.004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001520 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,412.034 F1 · balance_after: Includes 329.244 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 13:04 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 640.205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-056854 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,270.974 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:02 UTC | MPLX LP MPLX · Entity 3003 | GrantCommon Units (Limited Partner Interests) | 1,130.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052333 · doc4.xml · nonDerivative · entry 1 SURMA JOHN P · CIK 0001229767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,630.769 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.