Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PBF Energy Inc.PBF · Entity 3588 | Senior Vice President, HR | August 14, 2026 | August 17, 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.
PBF Energy Inc.
Report date August 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 129,209 |
Ending reported balance
After 2026-08-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-14 · Exercise / conversion · Acquired 12,094 · Balance 141,303 Row 2 · 2026-08-14 · Sale · Disposed 12,094 · Balance 129,209 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.91 · Expires 2031-11-18 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Exercise / conversion · Disposed 12,094 · Balance 0 F1: Represents options to purchase Class A Common Stock granted on November 18, 2021 that are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents options to purchase Class A Common Stock granted on November 18, 2021 that are fully vested.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PBF Logistics LP
Report date November 30, 2022 · Filed November 30, 2022
Section 16 reporting ended · disclosed 2022-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Unit representing LP interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 1
1 source rowRow 1 · 2022-11-30 · Disposition to issuer · Disposed 13,890 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-30 · Disposition to issuer · Disposed 1,250 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F3: The phantom units were granted on April 29, 2019. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-30 · Disposition to issuer · Disposed 2,500 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F4: The phantom units were granted on October 26, 2020. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-30 · Disposition to issuer · Disposed 3,750 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F5: The phantom units were granted on April 26, 2021. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-11-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-30 · Disposition to issuer · Disposed 12,500 · Balance 0 F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F6: The phantom units were granted on April 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash.
F2: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash.
F3: The phantom units were granted on April 29, 2019.
F4: The phantom units were granted on October 26, 2020.
F5: The phantom units were granted on April 26, 2021.
F6: The phantom units were granted on April 25, 2022.
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 17, 2026 22:09 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,094 | $0.00 Strike: $13.91 | $0.00 |
DisclosureSEC source: 0001193125-26-354374 · ownership.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,094 shares Expires 2031-11-18 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_date: Represents options to purchase Class A Common Stock granted on November 18, 2021 that are fully vested. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:09 UTC | PBF Energy Inc. PBF · Entity 3588 | SaleClass A Common Stock | 12,094 | $73.95 | $894,307.76 |
DisclosureSEC source: 0001193125-26-354374 · ownership.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,209 Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 22:09 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionClass A Common Stock | 12,094 | $13.91 | $168,227.54 |
DisclosureSEC source: 0001193125-26-354374 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,303 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. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,459 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · derivative · entry 6 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,459 shares Expires 2030-02-10 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_date: Represents options to purchase Class A Common Stock that were granted on February 10, 2020 that are fully vested. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $35.30 | $0.00 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · derivative · entry 5 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,500 shares Expires 2029-02-11 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_date: Represents options to purchase Class A Common Stock that were granted on February 11, 2019 that are fully vested. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | SaleClass A Common Stock | 16,459 | $71.94 | $1,184,124.65 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · nonDerivative · entry 4 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,209 Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionClass A Common Stock | 16,459 | $27.86 | $458,547.74 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · nonDerivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,668 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. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | SaleClass A Common Stock | 12,500 | $72.09 | $901,065.00 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,209 Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:59 UTC | PBF Energy Inc. PBF · Entity 3588 | Exercise / conversionClass A Common Stock | 12,500 | $35.30 | $441,250.00 |
DisclosureSEC source: 0001193125-26-333057 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,709 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. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 23:26 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,869 | $26.64 | $129,710.16 |
DisclosureSEC source: 0001193125-25-323162 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,209 Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 22:31 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,895 | $34.55 | $100,022.25 |
DisclosureSEC source: 0001193125-25-308252 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,078 Read SEC document |
| October 28, 2025 Filed Oct 29, 2025 20:58 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 30,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-256599 · ownership.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,973 F1 · kind: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan. Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:58 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,111 | $33.44 | $70,591.84 |
DisclosureSEC source: 0001193125-25-256599 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,620 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 00:11 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 3,122 | $23.93 | $74,709.46 |
DisclosureSEC source: 0000950170-25-023540 · ownership.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,731 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 00:11 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 8,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023540 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,853 F1 · shares: The shares were granted to the reporting person in connection with the final payout of 4,004 performance share unit awards granted to the reporting person on November 18, 2021 relating to the performance cycle from January 1, 2022 to December 31, 2024. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 21:19 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 28,555 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137906 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,219 F1 · kind: Constitutes restricted stock granted under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 20:57 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,143 | $32.70 | $135,476.10 |
DisclosureSEC source: 0000950170-24-132716 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,664 Read SEC document |
| October 27, 2024 Filed Oct 29, 2024 21:15 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,976 | $32.18 | $95,767.68 |
DisclosureSEC source: 0000950170-24-118361 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,807 Read SEC document |
| August 27, 2024 Filed Aug 29, 2024 14:32 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 323 | $32.72 | $10,568.56 |
DisclosureSEC source: 0000950170-24-101604 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,783 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 22:19 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 6,560 | $52.24 | $342,694.40 |
DisclosureSEC source: 0000950170-24-016013 · ownership.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,106 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 22:19 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 17,161 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016013 · ownership.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,666 F1 · shares: The shares were granted to the reporting person in connection with the final payout of 8,380 performance share unit awards granted to the reporting person on November 9, 2020, relating to the performance cycle from January 1, 2021 to December 31, 2023. Read SEC document |
| December 02, 2023 Filed Dec 5, 2023 21:21 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,096 | $45.11 | $184,770.56 |
DisclosureSEC source: 0001209191-23-057414 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,081 Read SEC document |
| December 02, 2023 Filed Dec 13, 2023 22:00 UTC Amendment | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,096 | $45.11 | $184,770.56 |
DisclosureSEC source: 0001209191-23-058516 · doc4a.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,505 Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 19:48 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 17,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053930 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,177 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| October 27, 2023 Filed Dec 13, 2023 21:57 UTC Amendment | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 17,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058514 · doc4a.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,601 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| August 27, 2023 Filed Dec 13, 2023 21:55 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 576 | $47.77 | $27,515.52 |
DisclosureSEC source: 0001209191-23-058512 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,357 Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 22:00 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 1,089 | $44.25 | $48,188.25 |
DisclosureSEC source: 0001209191-23-011721 · doc4.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,933 Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 22:00 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 3,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011721 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,022 F1 · security: The shares were granted to the reporting person in connection with the final payout of 2,707 performance share unit awards granted to the reporting person on February 10, 2020, relating to the performance cycle from January 1, 2020 to December 31, 2022. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 21:43 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 24,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060017 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,480 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:35 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043836 · form4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,463 F1 · price: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC, on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Disposition to issuerPhantom Unit · Derivative | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043852 · form4.xml · derivative · entry 5 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 12,500 shares Expires not disclosed F2 · derivative.exercise_price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F2 · price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F6 · derivative.exercise_date: The phantom units were granted on April 25, 2022. F6 · derivative.expiration_date: The phantom units were granted on April 25, 2022. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Disposition to issuerPhantom Unit · Derivative | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043852 · form4.xml · derivative · entry 4 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 3,750 shares Expires not disclosed F2 · derivative.exercise_price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F2 · price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F5 · derivative.exercise_date: The phantom units were granted on April 26, 2021. F5 · derivative.expiration_date: The phantom units were granted on April 26, 2021. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Disposition to issuerPhantom Unit · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043852 · form4.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 2,500 shares Expires not disclosed F2 · derivative.exercise_price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F2 · price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F4 · derivative.exercise_date: The phantom units were granted on October 26, 2020. F4 · derivative.expiration_date: The phantom units were granted on October 26, 2020. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Disposition to issuerPhantom Unit · Derivative | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043852 · form4.xml · derivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 1,250 shares Expires not disclosed F2 · derivative.exercise_price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F2 · price: Immediately prior to the Effective Time, each of the unvested outstanding phantom units held by the Reporting Person became fully vested and automatically converted into the right to receive an amount in cash equal to the fair market value of one PBFX Common Unit, plus any accrued but unpaid amounts in relation to distribution equivalent rights ("DERs"). The fair market value of one PBFX Common Unit on November 29, 2022 was $20.39. Each phantom unit with DERs represented a contingent right to receive one PBFX Common Unit or, at the election of the Board of Directors of PBFX GP, cash or a combination of the two. DERs shall be settled in cash. F3 · derivative.exercise_date: The phantom units were granted on April 29, 2019. F3 · derivative.expiration_date: The phantom units were granted on April 29, 2019. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 23:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Disposition to issuerCommon Unit representing LP interest | 13,890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043852 · form4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC ("PBFX GP"), on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 19:23 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Units · Derivative | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-054765 · doc4.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Units representing LP interest · 1,250 shares Expires 2022-10-26 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: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 19:23 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 429 | $21.46 | $9,206.34 |
DisclosureSEC source: 0001209191-22-054765 · doc4.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,890 Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 19:23 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054765 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,319 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. Read SEC document |
| August 27, 2022 Filed Aug 29, 2022 21:42 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Units · Derivative | 2,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047902 · doc4.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing LP interest · 2,188 shares Expires 2022-08-27 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. F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. Read SEC document |
| August 27, 2022 Filed Aug 29, 2022 21:42 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Units representing limited partner interests | 716 | $19.22 | $13,761.52 |
DisclosureSEC source: 0001209191-22-047902 · doc4.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,069 Read SEC document |
| August 27, 2022 Filed Aug 29, 2022 21:42 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partner interests | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047902 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,785 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. Read SEC document |
| August 27, 2022 Filed Aug 29, 2022 21:41 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 1,872 | $36.70 | $68,702.40 |
DisclosureSEC source: 0001209191-22-047901 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,713 Read SEC document |
| April 29, 2022 Filed May 3, 2022 23:18 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-026895 · doc4.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Unit representing LP interest · 1,250 shares Expires 2022-04-29 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: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest on April 29, 2023. Read SEC document |
| April 29, 2022 Filed May 3, 2022 23:18 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Unit representing LP interest | 387 | $15.69 | $6,072.03 |
DisclosureSEC source: 0001209191-22-026895 · doc4.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,597 Read SEC document |
| April 29, 2022 Filed May 3, 2022 23:18 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Unit representing LP interest | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026895 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,984 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. Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 21:41 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-025828 · doc4.xml · derivative · entry 4 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Unit representing LP interest · 1,250 shares Expires 2022-04-26 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: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F3 · balance_after: The remaining phantom units will vest in three equal annual installments beginning on April 26, 2023. Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 21:41 UTC | PBF Logistics LP PBFX · Entity 121968 | Tax withholdingCommon Unit representing LP interest | 387 | $14.95 | $5,785.65 |
DisclosureSEC source: 0001209191-22-025828 · doc4.xml · nonDerivative · entry 2 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,734 Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 21:41 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Unit representing LP interest | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025828 · doc4.xml · nonDerivative · entry 1 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,121 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. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 21:41 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025828 · doc4.xml · derivative · entry 3 Ho Tai Wendy · CIK 0001923559 · Senior Vice President, HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Unit representing LP interest · 12,500 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · derivative.exercise_date: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · derivative.expiration_date: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The phantom units will vest in four equal annual installments beginning on April 25, 2023. 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.