Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Director | July 23, 2026 | July 24, 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.
CrossAmerica Partners LP
Report date July 23, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 12,298 |
Reported balance
After 2026-07-23 transaction · row 1
1 source rowRow 1 · 2026-07-23 · Exercise / conversion · Acquired 3,154 · Balance 12,298 F1: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-23 · Exercise / conversion · Acquired 0 · Balance 0 F2: Phantom units vested on July 23, 2026 and were converted into Common Units at the discretion of the Issuer. F1: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units.
F2: Phantom units vested on July 23, 2026 and were converted into Common Units at the discretion of the Issuer.
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 |
|---|---|---|---|---|---|---|
| July 23, 2026 Filed Jul 24, 2026 19:57 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 0 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000047 · wk-form4_1784923042.xml · derivative · entry 2 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 3,154 shares Expires not disclosed 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_price: Phantom units vested on July 23, 2026 and were converted into Common Units at the discretion of the Issuer. F1 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. F2 · derivative.exercise_date: Phantom units vested on July 23, 2026 and were converted into Common Units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 23, 2026 and were converted into Common Units at the discretion of the Issuer. Read SEC document |
| July 23, 2026 Filed Jul 24, 2026 19:57 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000047 · wk-form4_1784923042.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,298 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 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. Read SEC document |
| July 21, 2026 Filed Jul 21, 2026 20:13 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001538849-26-000035 · wk-form4_1784664780.xml · derivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,184 Underlying: Common Units · 3,040 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. Read SEC document |
| July 23, 2025 Filed Jul 23, 2025 19:36 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001964243-25-000004 · wk-form4_1753299414.xml · derivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,144 Underlying: Common Units · 3,154 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. Read SEC document |
| July 23, 2025 Filed Jul 23, 2025 18:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-25-000003 · wk-form4_1753297190.xml · derivative · entry 2 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 3,419 shares Expires not disclosed 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_price: Phantom units vested on July 23, 2025 and were converted into Common Units at the discretion of the Issuer. F1 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. F2 · derivative.exercise_date: Phantom units vested on July 23, 2025 and were converted into Common Units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 23, 2025 and were converted into Common Units at the discretion of the Issuer. Read SEC document |
| July 21, 2025 Filed Jul 23, 2025 18:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-25-000003 · wk-form4_1753297190.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,144 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 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. Read SEC document |
| July 25, 2024 Filed Jul 25, 2024 13:08 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-24-000008 · wk-form4_1721912906.xml · derivative · entry 2 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,419 Underlying: Common Units · 3,249 shares Expires not disclosed 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_price: Phantom units vested on July 25, 2024 and were converted into Common Units at the discretion of the Issuer. F1 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. F2 · derivative.exercise_date: Phantom units vested on July 25, 2024 and were converted into Common Units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 25, 2024 and were converted into Common Units at the discretion of the Issuer. Read SEC document |
| July 25, 2024 Filed Jul 25, 2024 13:08 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-24-000008 · wk-form4_1721912906.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,725 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 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. Read SEC document |
| July 23, 2024 Filed Jul 24, 2024 19:37 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001964243-24-000006 · wk-form4_1721849840.xml · derivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 Underlying: Common Units · 3,419 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. Read SEC document |
| May 16, 2024 Filed May 17, 2024 19:16 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 500 | $19.52 | $9,761.00 |
DisclosureSEC source: 0001964243-24-000004 · wk-form4_1715973378.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,476 F1 · price: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 16, 2024 at prices ranging from $19.510 to $19.530 inclusive. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of units and price at which the transaction was effected. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:12 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 500 | $21.64 | $10,820.00 |
DisclosureSEC source: 0001964243-24-000002 · wk-form4_1709680337.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,976 F1 · price: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on March 4, 2024 at prices ranging from $21.60 to $21.67 inclusive. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of units and price at which the transaction was effected. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:14 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001964243-23-000010 · wf-form4_169040247298915.xml · derivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 Underlying: Common Units · 3,249 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the anniversary of the grant date, provided the reporting person was in continuous service as a director to the Issuer as of the vesting date, and when vested will be converted into either cash or common units, at the discretion of the Isser. Read SEC document |
| July 21, 2023 Filed Jul 24, 2023 18:15 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-23-000008 · wf-form4_169022249969650.xml · derivative · entry 2 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 0 shares Expires not disclosed 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_price: Phantom units vested on July 21, 2023 and were converted into Common Units at the discretion of the Issuer. F1 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. F2 · derivative.exercise_date: Phantom units vested on July 21, 2023 and were converted into Common Units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 21, 2023 and were converted into Common Units at the discretion of the Issuer. Read SEC document |
| July 21, 2023 Filed Jul 24, 2023 18:15 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964243-23-000008 · wf-form4_169022249969650.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,476 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 · price: Each phantom unit was the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners LP (the "Issuer"). The reporting person acquired Common Units upon vesting of the phantom units. Read SEC document |
| May 15, 2023 Filed May 17, 2023 16:03 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 500 | $19.43 | $9,712.90 |
DisclosureSEC source: 0001964243-23-000006 · wf-form4_168433938955015.xml · nonDerivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 F1 · price: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 15, 2023 at prices ranging from $19.33 to $19.45 inclusive. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of units and price at which the transaction was effected. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 19:45 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0001964243-23-000004 · wf-form4_167761351208054.xml · derivative · entry 1 Kelso Thomas E · CIK 0001964243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 976 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit "Common Unit") representing a limited partner interest in CrossAmerica Partners LP, and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit "Common Unit") representing a limited partner interest in CrossAmerica Partners LP, and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: The phantom units will vest in one annual installment on July 21, 2023, and when vested will be converted into either cash or common units, at the discretion of the Issuer. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on July 21, 2023, and when vested will be converted into either cash or common units, at the discretion of the Issuer. 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.