Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | Director | August 07, 2026 | August 10, 2026 |
| Fermi Inc.FRMI · Entity 1231 | Director | June 30, 2026 | July 03, 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.
Energy Transfer LP
Report date August 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 208,046 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Purchase · Acquired 12,359.372 · Balance 208,046 |
| Common UnitsSEC Table I · non-derivative | IndirectBy: The Amelia June Holt Perry Living Trust U/A 10/12/2022 | 24,523 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,523 |
Fermi Inc.
Report date June 30, 2026 · Filed July 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,827,807 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Sale · Disposed 863,637 · Balance 15,827,807 F1: The sales reported herein were pursuant to the exercise of options granted by certain founders of the Issuer in connection with the Series C fundraising round of the Issuer prior to the initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported herein were pursuant to the exercise of options granted by certain founders of the Issuer in connection with the Series C fundraising round of the Issuer prior to the initial public offering.
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 07, 2026 Filed Aug 10, 2026 22:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 12,359.372 | $20.23 | $250,000.43 |
DisclosureSEC source: 0001193125-26-342811 · ownership.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,046 Read SEC document |
| June 30, 2026 Filed Jul 3, 2026 00:53 UTC | Fermi Inc. FRMI · Entity 1231 | SaleCommon Stock | 863,637 | $7.31 | $6,313,186.47 |
DisclosureSEC source: 0001633632-26-000001 · primary_doc.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,827,807 F1 · shares: The sales reported herein were pursuant to the exercise of options granted by certain founders of the Issuer in connection with the Series C fundraising round of the Issuer prior to the initial public offering. Read SEC document |
| June 01, 2026 Filed Jun 4, 2026 00:39 UTC | Fermi Inc. FRMI · Entity 1231 | GrantCommon Stock | 175,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-064964 · ownership.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,691,444 F1 · shares: Represents an award of restricted stock units ("RSUs") of the Issuer granted to Mr. Perry under the Issuer's 2025 Long-Term Incentive Plan that will generally vest as follows: (i) 69,638 RSUs on September 30, 2026, (ii) 35,818 RSUs on May 29, 2027, and (iii) 69,638 RSUs on September 30, 2027, in each case subject to Mr. Perry's continued service relationship with the Issuer through such date. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 7,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004712 · ownership.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,687 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| December 29, 2025 Filed Jan 6, 2026 22:00 UTC | Energy Transfer LP ET · Entity 2966 | GiftCommon Units | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004712 · ownership.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,264 Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 22:00 UTC | Energy Transfer LP ET · Entity 2966 | SaleCommon Units | 1,369 | $18.48 | $25,299.12 |
DisclosureSEC source: 0000950170-25-087539 · ownership.xml · nonDerivative · entry 3 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: The Amelia June Holt Perry Living Trust Disclosed balance after: 24,523 F1 · balance_after: These common units are held in a trust for the benefit of a member of the reporting person's family. The reporting person and the trust beneficiary are trustees of the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F1 · ownership.nature: These common units are held in a trust for the benefit of a member of the reporting person's family. The reporting person and the trust beneficiary are trustees of the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002181 · ownership.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,254 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2028 and 40% on January 2, 2030, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| December 23, 2024 Filed Jan 6, 2025 21:30 UTC | Energy Transfer LP ET · Entity 2966 | GiftCommon Units | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002181 · ownership.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,494 Read SEC document |
| January 02, 2024 Filed Jan 2, 2024 22:06 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 9,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000185 · doc4.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,484 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2027 and 40% on January 2, 2029, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| December 28, 2023 Filed Jan 2, 2024 22:06 UTC | Energy Transfer LP ET · Entity 2966 | GiftCommon Units | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000185 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,602 Read SEC document |
| November 06, 2023 Filed Jun 17, 2025 22:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 25,892 | $13.52 | $350,059.84 |
DisclosureSEC source: 0000950170-25-087539 · ownership.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By: The Amelia June Holt Perry Living Trust Disclosed balance after: 25,892 F1 · balance_after: These common units are held in a trust for the benefit of a member of the reporting person's family. The reporting person and the trust beneficiary are trustees of the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. F1 · ownership.nature: These common units are held in a trust for the benefit of a member of the reporting person's family. The reporting person and the trust beneficiary are trustees of the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 12,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002385 · doc4.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,592 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2025 and 40% on December 5, 2027, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| December 14, 2022 Filed Jan 6, 2023 22:00 UTC | Energy Transfer LP ET · Entity 2966 | GiftCommon Units | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002385 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,901 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:02 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 11,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001781 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,891 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2025 and 40% on January 2, 2027, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 23:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 16,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001456 · doc4.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,197 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2024 and 40% on January 2, 2026 generally contingent upon the reporting person's continued services on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| December 09, 2020 Filed Jan 5, 2021 23:00 UTC | Energy Transfer LP ET · Entity 2966 | GiftCommon Units | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001456 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,016 Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 13:05 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 20,000 | $4.88 | $97,634.00 |
DisclosureSEC source: 0001209191-20-021649 · doc4.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,996 Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 13:05 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 100,000 | $4.89 | $489,300.00 |
DisclosureSEC source: 0001209191-20-021649 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,996 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:22 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 7,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001238 · doc4.xml · nonDerivative · entry 2 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,996 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 22:22 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001238 · doc4.xml · nonDerivative · entry 1 Perry James Richard · CIK 0001633632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.