Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CST BRANDS, LLCCST · Entity 153560 | Director | December 02, 2016 | December 06, 2016 |
| CoastalSouth Bancshares, Inc.COSO · Entity 5866 | Director | February 11, 2026 | February 13, 2026 |
| CrossAmerica Partners LPCAPL · Entity 5035 | Director · 10% owner | July 23, 2026 | July 24, 2026 |
| Patriot Acquisition Corp./CIPTAC · Entity 6252 | Director | May 14, 2026 | May 15, 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.
CST BRANDS, LLC
Report date December 02, 2016 · Filed December 06, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01SEC Table I · non-derivative | Direct | 1,049,547 |
Ending reported balance
After 2016-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-12-02 · Sale · Disposed 14,421 · Balance 1,082,547 F1: The reported Common Stock are beneficially owned by the reporting person. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on December 2, 2016 at prices ranging from $48.10 to $48.11, inclusive. Row 2 · 2016-12-05 · Sale · Disposed 33,000 · Balance 1,049,547 F2: The reported Common Stock are beneficially owned by the reporting person. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on December 5, 2016 at prices ranging from $48.10 to $48.14. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported Common Stock are beneficially owned by the reporting person. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on December 2, 2016 at prices ranging from $48.10 to $48.11, inclusive.
F2: The reported Common Stock are beneficially owned by the reporting person. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on December 5, 2016 at prices ranging from $48.10 to $48.14.
CoastalSouth Bancshares, Inc.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-12-31 | Direct | 927 |
Reported balance
After 2026-02-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 927 · Balance 927 F1: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F2: RSU 100% vests on 12/31/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis.
F2: RSU 100% vests on 12/31/2026.
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 | 96,558 |
Reported balance
After 2026-07-23 transaction · row 1
1 source rowRow 1 · 2026-07-23 · Exercise / conversion · Acquired 3,154 · Balance 96,558 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.
Patriot Acquisition Corp./CI
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-05-14 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Substantially concurrently with the effectiveness of the Registration Statement and the closing of the initial public offering, Mr. Topper acquired 25,000 Class B Ordinary Shares of Patriot Acquisition Corp. (the "Issuer") from Patriot Acquisition Sponsor LLC, the sponsor of the Issuer, pursuant to a securities transfer agreement dated May 14, 2026. As described in the Issuer's Registration Statement on Form S-1 (File No.: 333-294090), under the heading "Description of Securities - Founder Shares," Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis upon the consummation of an initial business combination. The Class B ordinary shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Substantially concurrently with the effectiveness of the Registration Statement and the closing of the initial public offering, Mr. Topper acquired 25,000 Class B Ordinary Shares of Patriot Acquisition Corp. (the "Issuer") from Patriot Acquisition Sponsor LLC, the sponsor of the Issuer, pursuant to a securities transfer agreement dated May 14, 2026. As described in the Issuer's Registration Statement on Form S-1 (File No.: 333-294090), under the heading "Description of Securities - Founder Shares," Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis upon the consummation of an initial business combination. The Class B ordinary shares have no expiration date.
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 20:01 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 0 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000055 · wk-form4_1784923282.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 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 20:01 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000055 · wk-form4_1784923282.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,558 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 20:16 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001538849-26-000043 · wk-form4_1784664988.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,444 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 first 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 Issuer. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the first 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 Issuer. Read SEC document |
| May 21, 2026 Filed May 26, 2026 19:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 6,373 | $22.72 | $144,794.56 |
DisclosureSEC source: 0001538849-26-000033 · wk-form4_1779825514.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner Patricia Dunne Topper Trust · CIK 0001795507 · 10% owner DM Partners Management Co. LLC · CIK 0001795508 · 10% owner Dunne Manning CAP Holdings I LLC · CIK 0001795116 · 10% owner Dunne Manning Partners LLC · CIK 0001795509 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,518,197 F1 · kind: On May 21, 2026, Mr. Topper, who owned a 1% membership interest in MMSCC-2, LLC (which membership interest constitutes the sole volting power of the entity) sold that 1% membership interest in MMSCC-2, LLC to The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. (the "Topper Trust"), which is controlled by Mr. Topper. The amount of securities noted as disposed of/acquired by Mr. Topper and the Topper Trust, respectively, is 1% of the total amount of units owned by MMSCC-2, LLC, rounded to the nearest unit. F2 · price: The price reported in Column 4 is the median price of the Common Units on May 20, 2026. F3 · balance_after: With the exception of the common units held directly, Mr. Topper disclaims beneficial ownership of all other common units reported herein except to the extent of his pecuniary interest therein, and the inclusion of these common units in this report shall not be deemed an admission of beneficial ownership of all of the reported common units for purposes of Section 16 or for any other purpose. F4 · ownership.direct: The common units listed here are owned directly by entities that are controlled by Mr. Topper, as follows: 637,264 common units held by MMSCC-2, LLC (Mr. Topper controls 100% of the voting shares by virtue of his control of the Topper Trust) and 880,993 common units held by JVT-JMG EROP Holdings, LP (Mr. Topper controls the general partner and the Topper Trust holds a 45% limited partner interest). F4 · ownership.nature: The common units listed here are owned directly by entities that are controlled by Mr. Topper, as follows: 637,264 common units held by MMSCC-2, LLC (Mr. Topper controls 100% of the voting shares by virtue of his control of the Topper Trust) and 880,993 common units held by JVT-JMG EROP Holdings, LP (Mr. Topper controls the general partner and the Topper Trust holds a 45% limited partner interest). Read SEC document |
| May 21, 2026 Filed May 26, 2026 19:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 6,373 | $22.72 | $144,794.56 |
DisclosureSEC source: 0001538849-26-000033 · wk-form4_1779825514.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner Patricia Dunne Topper Trust · CIK 0001795507 · 10% owner DM Partners Management Co. LLC · CIK 0001795508 · 10% owner Dunne Manning CAP Holdings I LLC · CIK 0001795116 · 10% owner Dunne Manning Partners LLC · CIK 0001795509 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,511,824 F1 · kind: On May 21, 2026, Mr. Topper, who owned a 1% membership interest in MMSCC-2, LLC (which membership interest constitutes the sole volting power of the entity) sold that 1% membership interest in MMSCC-2, LLC to The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. (the "Topper Trust"), which is controlled by Mr. Topper. The amount of securities noted as disposed of/acquired by Mr. Topper and the Topper Trust, respectively, is 1% of the total amount of units owned by MMSCC-2, LLC, rounded to the nearest unit. F2 · price: The price reported in Column 4 is the median price of the Common Units on May 20, 2026. F3 · balance_after: With the exception of the common units held directly, Mr. Topper disclaims beneficial ownership of all other common units reported herein except to the extent of his pecuniary interest therein, and the inclusion of these common units in this report shall not be deemed an admission of beneficial ownership of all of the reported common units for purposes of Section 16 or for any other purpose. F4 · ownership.direct: The common units listed here are owned directly by entities that are controlled by Mr. Topper, as follows: 637,264 common units held by MMSCC-2, LLC (Mr. Topper controls 100% of the voting shares by virtue of his control of the Topper Trust) and 880,993 common units held by JVT-JMG EROP Holdings, LP (Mr. Topper controls the general partner and the Topper Trust holds a 45% limited partner interest). F4 · ownership.nature: The common units listed here are owned directly by entities that are controlled by Mr. Topper, as follows: 637,264 common units held by MMSCC-2, LLC (Mr. Topper controls 100% of the voting shares by virtue of his control of the Topper Trust) and 880,993 common units held by JVT-JMG EROP Holdings, LP (Mr. Topper controls the general partner and the Topper Trust holds a 45% limited partner interest). Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:00 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | GrantRestricted Stock Units · Derivative | 927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-051258 · ownership.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 927 Underlying: Common Stock · 927 shares Expires 2026-12-31 F1 · derivative.exercise_price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F1 · price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F2 · derivative.exercise_date: RSU 100% vests on 12/31/2026. F2 · derivative.expiration_date: RSU 100% vests on 12/31/2026. Read SEC document |
| October 10, 2025 Filed Oct 14, 2025 20:21 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 1,801 | $19.74 | $35,546.16 |
DisclosureSEC source: 0001538849-25-000004 · wk-form4_1760473285.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Energy Realty Partners, LLC Disclosed balance after: 1,859,450 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or any other purpose. F3 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on October 10, 2025 at prices ranging from $19.72 to $19.75 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or any other purpose. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 21:19 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 2,706 | $20.01 | $54,142.73 |
DisclosureSEC source: 0001556587-25-000005 · wk-form4_1755119980.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Energy Realty Partners, LLC Disclosed balance after: 1,857,649 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F2 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on August 12, 2025 at prices ranging from $19.82 to $20.35 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. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or any other purpose. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or any other purpose. Read SEC document |
| July 23, 2025 Filed Jul 23, 2025 20:01 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001556587-25-000003 · wk-form4_1753300910.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,404 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 first 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 Issuer. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the first 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 Issuer. Read SEC document |
| July 23, 2025 Filed Jul 23, 2025 19:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-25-000002 · wk-form4_1753300783.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 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 23, 2025 Filed Jul 29, 2025 17:59 UTC Amendment | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-25-000004 · wk-form4a_1753811934.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,404 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, 2025 Filed Jul 23, 2025 19:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-25-000002 · wk-form4_1753300783.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,404 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 02, 2025 Filed Jul 7, 2025 21:06 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | PurchaseCommon Stock | 100,000 | $21.50 | $2,150,000.00 |
DisclosureSEC source: 0000950170-25-094281 · ownership.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,900 Read SEC document |
| July 25, 2024 Filed Jul 25, 2024 13:05 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-24-000006 · wk-form4_1721912722.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 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 13:05 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-24-000006 · wk-form4_1721912722.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,985 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 19:31 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001556587-24-000004 · wk-form4_1721849465.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,736 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 first 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 Issuer. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the first 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 Issuer. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001556587-23-000004 · wf-form4_169040200700092.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,736 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 first 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 Issuer. F2 · derivative.expiration_date: The phantom units will vest in one annual installment on the first 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 Issuer. Read SEC document |
| July 21, 2023 Filed Jul 24, 2023 18:17 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-23-000002 · wf-form4_169022265447441.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 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 Inits 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 Inits at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 21, 2023 and were converted into Common Inits at the discretion of the Issuer. Read SEC document |
| July 21, 2023 Filed Jul 24, 2023 18:17 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-23-000002 · wf-form4_169022265447441.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,736 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 30, 2023 Filed May 31, 2023 00:38 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 3,000 | $18.32 | $54,945.90 |
DisclosureSEC source: 0001209191-23-033051 · doc4.xml · nonDerivative · entry 3 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 233,335 F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F4 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 30, 2023 at prices ranging from $18.20 to $18.32 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| May 26, 2023 Filed May 31, 2023 00:38 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 15,000 | $18.33 | $274,921.50 |
DisclosureSEC source: 0001209191-23-033051 · doc4.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 230,335 F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 26, 2023 at prices ranging from $18.23 to $18.40 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| May 25, 2023 Filed May 31, 2023 00:38 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 6,000 | $18.19 | $109,150.20 |
DisclosureSEC source: 0001209191-23-033051 · doc4.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 215,335 F1 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 25, 2023 at prices ranging from $18.15 to $18.40 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. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| May 25, 2023 Filed Feb 2, 2024 20:53 UTC Amendment | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 6,014 | $18.19 | $109,403.68 |
DisclosureSEC source: 0001556587-24-000002 · wk-form4a_1706907213.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 215,349 F1 · shares: The Reporting Person's original Form 4 filed on May 30, 2023 inadvertently under-reported the number of Common Units purchased on May 25, 2023. This Form 4/A is being filed to correct the error. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 25, 2023 at prices ranging from $8.12 to $18.40 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F4 · ownership.direct: This Form 4/A is deemed to amend and update any subsequent Forms 4 filed through the date hereof. Read SEC document |
| May 24, 2023 Filed May 25, 2023 21:36 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 16,818 | $18.47 | $310,700.78 |
DisclosureSEC source: 0001209191-23-032254 · doc4.xml · nonDerivative · entry 3 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 209,335 F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F4 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 24, 2023 at prices ranging from $18.40 to $18.50 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. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:36 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 66 | $18.48 | $1,219.35 |
DisclosureSEC source: 0001209191-23-032254 · doc4.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 192,517 F2 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 23, 2023 at prices ranging from $18.45 to $18.50 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. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:36 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 13,539 | $18.38 | $248,802.14 |
DisclosureSEC source: 0001209191-23-032254 · doc4.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,695 F1 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on May 23, 2023 at prices ranging from $18.12 to $18.50 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 |
| November 04, 2022 Filed Nov 7, 2022 19:41 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 7,037 | $18.46 | $129,914.28 |
DisclosureSEC source: 0001556587-22-000008 · wf-form4_166785005514917.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 192,451 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F2 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on November 4, 2022 at prices ranging from $18.41 to $18.50 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. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 17:04 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 127 | $18.50 | $2,349.50 |
DisclosureSEC source: 0001556587-22-000006 · wf-form4_166481659196843.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 183,581 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 17:04 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 2,627 | $18.48 | $48,538.55 |
DisclosureSEC source: 0001556587-22-000006 · wf-form4_166481659196843.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 183,454 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F2 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on September 29, 2022 at prices ranging from $18.40 to $18.50 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. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| September 28, 2022 Filed Sep 29, 2022 19:53 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 1,833 | $18.49 | $33,889.24 |
DisclosureSEC source: 0001556587-22-000004 · wf-form4_166448117971445.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 182,660 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F4 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on September 28, 2022 at prices ranging from $18.42 to $18.50 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. F4 · ownership.direct: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on September 28, 2022 at prices ranging from $18.42 to $18.50 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 |
| September 27, 2022 Filed Sep 29, 2022 19:53 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 8,939 | $18.45 | $164,896.84 |
DisclosureSEC source: 0001556587-22-000004 · wf-form4_166448117971445.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 180,827 F1 · kind: These Common Units were purchased under a Rule 10b5-1 trading plan. F2 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on September 27, 2022 at prices ranging from $18.37 to $18.50 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. F3 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F2 · ownership.direct: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on September 27, 2022 at prices ranging from $18.37 to $18.50 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 22, 2022 Filed Jul 25, 2022 19:17 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 3,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-22-000002 · wf-form4_165877662542261.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,041 Underlying: Common Units · 3,252 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 22, 2022 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 22, 2022 and were converted into common units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 22, 2022 and were converted into common units at the discretion of the Issuer. Read SEC document |
| July 22, 2022 Filed Jul 25, 2022 19:17 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 3,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-22-000002 · wf-form4_165877662542261.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,156 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, 2022 Filed Jul 25, 2022 19:00 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001556595-22-000004 · wf-form4_165877563469586.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,904 Underlying: Common Units · 3,041 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 LP, 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 LP, 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 LP, 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, 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 the anniversary of the grant date, and when vested will be converted into either cash or common units, at the discretion of the Issuer. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 19:49 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 18,000 | $19.35 | $348,300.00 |
DisclosureSEC source: 0001556587-21-000022 · wf-form4_163959776769714.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 171,888 F1 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on December 13, 2021 at prices ranging from $19.10 to $19.50 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. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F1 · ownership.direct: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on December 13, 2021 at prices ranging from $19.10 to $19.50 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 |
| December 09, 2021 Filed Dec 13, 2021 19:05 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 19,000 | $19.46 | $369,740.00 |
DisclosureSEC source: 0001556587-21-000020 · wf-form4_163942229614458.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 153,888 F1 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on December 9, 2021 at prices ranging from $19.3928 to $19.50 inclusive. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F1 · ownership.direct: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on December 9, 2021 at prices ranging from $19.3928 to $19.50 inclusive. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 20:02 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 2,000 | $19.25 | $38,500.00 |
DisclosureSEC source: 0001556587-21-000018 · wf-form4_163838893483861.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 134,888 F1 · balance_after: These units were purchased in multiple transactions on November 30, 2021 at $19.25 per unit. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F1 · ownership.direct: These units were purchased in multiple transactions on November 30, 2021 at $19.25 per unit. Read SEC document |
| November 26, 2021 Filed Nov 29, 2021 18:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 10,000 | $19.25 | $192,500.00 |
DisclosureSEC source: 0001556587-21-000016 · wf-form4_163821229972935.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 132,888 F1 · balance_after: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on November 26, 2021 at prices ranging from $19.23 to $19.25 inclusive. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F1 · ownership.direct: The price reported in Column 4 is a weighted average price. These units were purchased in multiple transactions on November 26, 2021 at prices ranging from $19.23 to $19.25 inclusive. Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 17:33 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 1,000 | $19.25 | $19,250.00 |
DisclosureSEC source: 0001556587-21-000014 · wf-form4_163777517111960.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 122,888 F1 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. Read SEC document |
| August 23, 2021 Filed Aug 23, 2021 22:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 800 | $18.23 | $14,581.04 |
DisclosureSEC source: 0001556587-21-000012 · wf-form4_162975638589633.xml · nonDerivative · entry 4 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 121,888 F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F5 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 23, 2021 at prices ranging from $18.21 to $18.25, inclusive. F5 · ownership.direct: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 23, 2021 at prices ranging from $18.21 to $18.25, inclusive. F5 · ownership.nature: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 23, 2021 at prices ranging from $18.21 to $18.25, inclusive. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 22:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 2,116 | $17.87 | $37,812.92 |
DisclosureSEC source: 0001556587-21-000012 · wf-form4_162975638589633.xml · nonDerivative · entry 3 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 121,088 F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F4 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 20, 2021 at prices ranging from $17.42 to $17.99, inclusive. F4 · ownership.direct: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 20, 2021 at prices ranging from $17.42 to $17.99, inclusive. F4 · ownership.nature: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 20, 2021 at prices ranging from $17.42 to $17.99, inclusive. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 22:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 30,000 | $17.50 | $524,967.00 |
DisclosureSEC source: 0001556587-21-000012 · wf-form4_162975638589633.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 118,972 F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F3 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 19, 2021 at prices ranging from $17.475 to $17.50, inclusive. F3 · ownership.direct: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 19, 2021 at prices ranging from $17.475 to $17.50, inclusive. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 22:07 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | PurchaseCommon Units | 20,000 | $17.48 | $349,636.00 |
DisclosureSEC source: 0001556587-21-000012 · wf-form4_162975638589633.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. Disclosed balance after: 88,972 F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 19, 2021 at prices ranging from $17.375 to $17.50, inclusive. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these Common Units except to the extent of his pecuniary interest therein, and the inclusion of these Common Units in this report shall not be deemed an admission of beneficial ownership of all of the reported Common Units for purposes of Section 16 or for any other purpose. F1 · ownership.direct: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 19, 2021 at prices ranging from $17.375 to $17.50, inclusive. F1 · ownership.nature: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on August 19, 2021 at prices ranging from $17.375 to $17.50, inclusive. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 19:55 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-21-000010 · wf-form4_162732932425674.xml · derivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,252 Underlying: Common Units · 1,509 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, 2021 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, 2021 and were converted into common units at the discretion of the Issuer. F2 · derivative.expiration_date: Phantom units vested on July 23, 2021 and were converted into common units at the discretion of the Issuer. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 19:55 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-21-000010 · wf-form4_162732932425674.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,904 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 22, 2021 Filed Jul 26, 2021 19:40 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001556587-21-000009 · wf-form4_162732843396445.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 Underlying: Common Units · 3,252 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 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 · 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 the anniversary of the grant date, 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 the anniversary of the grant date, and when vested will be converted into either cash or common units, at the discretion of the Issuer. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 22:05 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 1,018,037 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-21-000007 · wf-form4_162379466402219.xml · nonDerivative · entry 2 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner Patricia Dunne Topper Trust · CIK 0001795507 · 10% owner DM Partners Management Co. LLC · CIK 0001795508 · 10% owner Dunne Manning Partners LLC · CIK 0001795509 · 10% owner Dunne Manning CAP Holdings I LLC · CIK 0001795116 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dunne Manning CAP Holdings II LLC Disclosed balance after: 1,510,636 F3 · kind: On June 11, 2021, DM Partners caused Dunne Manning CAP Holdings II ("CAP II") to transfer 1,018,037 Common Units to the Reilly Trust in exchange for redemption of the corresponding member interests in DM Partners, the 100% owner of CAP II. F3 · price: On June 11, 2021, DM Partners caused Dunne Manning CAP Holdings II ("CAP II") to transfer 1,018,037 Common Units to the Reilly Trust in exchange for redemption of the corresponding member interests in DM Partners, the 100% owner of CAP II. F2 · balance_after: With the exception of the common units held directly, Mr. Topper disclaims beneficial ownership of all other common units reported herein except to the extent of his pecuniary interest therein, and the inclusion of these common units in this report shall not be deemed an admission of beneficial ownership of all of the reported common units for purposes of Section 16 or for any other purpose. F3 · ownership.nature: On June 11, 2021, DM Partners caused Dunne Manning CAP Holdings II ("CAP II") to transfer 1,018,037 Common Units to the Reilly Trust in exchange for redemption of the corresponding member interests in DM Partners, the 100% owner of CAP II. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 22:05 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 3,013,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-21-000007 · wf-form4_162379466402219.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner Patricia Dunne Topper Trust · CIK 0001795507 · 10% owner DM Partners Management Co. LLC · CIK 0001795508 · 10% owner Dunne Manning Partners LLC · CIK 0001795509 · 10% owner Dunne Manning CAP Holdings I LLC · CIK 0001795116 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dunne Manning CAP Holdings I LLC Disclosed balance after: 4,472,235 F1 · kind: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") caused Dunne Manning CAP Holdings I LLC ("CAP I") to transfer 3,013,896 Common Units to the 2008 Irrevocable Agreement of Trust of John B Reilly Jr Dated 12/29/08 ("Reilly Trust") in exchange for the redemption of the corresponding member interests held by the Reilly Trust in DM Partners, the 100% owner of the CAP I. DM Partners is controlled by DM Partners Management Co. LLC, of which Mr. Topper is the sole manager. Mr. Topper is the Chairman of the Board of the general partner of CrossAmerica Partners LP. F1 · price: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") caused Dunne Manning CAP Holdings I LLC ("CAP I") to transfer 3,013,896 Common Units to the 2008 Irrevocable Agreement of Trust of John B Reilly Jr Dated 12/29/08 ("Reilly Trust") in exchange for the redemption of the corresponding member interests held by the Reilly Trust in DM Partners, the 100% owner of the CAP I. DM Partners is controlled by DM Partners Management Co. LLC, of which Mr. Topper is the sole manager. Mr. Topper is the Chairman of the Board of the general partner of CrossAmerica Partners LP. F2 · balance_after: With the exception of the common units held directly, Mr. Topper disclaims beneficial ownership of all other common units reported herein except to the extent of his pecuniary interest therein, and the inclusion of these common units in this report shall not be deemed an admission of beneficial ownership of all of the reported common units for purposes of Section 16 or for any other purpose. F1 · ownership.nature: On June 11, 2021, Dunne Manning Partners LLC ("DM Partners") caused Dunne Manning CAP Holdings I LLC ("CAP I") to transfer 3,013,896 Common Units to the 2008 Irrevocable Agreement of Trust of John B Reilly Jr Dated 12/29/08 ("Reilly Trust") in exchange for the redemption of the corresponding member interests held by the Reilly Trust in DM Partners, the 100% owner of the CAP I. DM Partners is controlled by DM Partners Management Co. LLC, of which Mr. Topper is the sole manager. Mr. Topper is the Chairman of the Board of the general partner of CrossAmerica Partners LP. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 01:13 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001556587-21-000005 · wf-form4_161464757226447.xml · derivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,509 Underlying: Common Units · 1,509 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 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 on a quarterly basis. 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 on a quarterly basis. 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 on a quarterly basis. F2 · derivative.exercise_date: The phantom units will vest in one installment on July 23, 2021, subject to the terms that apply to such award, 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 installment on July 23, 2021, subject to the terms that apply to such award, and when vested will be converted into either cash or Common Units, at the discretion of the Issuer. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 23:18 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GiftCommon Units | 133,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001556587-21-000003 · wf-form4_161230758710154.xml · nonDerivative · entry 1 Topper Joseph V. Jr. · CIK 0001556587 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: On January 29, 2021, Joseph V. Topper, Jr. ("Mr. Topper") gifted the 133,000 common units held by ERNJ LLC, an entity 100% owned by the Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. (the "Trust"), which is controlled by Mr. Topper, to the Topper Family Foundation, a charitable non-profit foundation. F1 · ownership.nature: On January 29, 2021, Joseph V. Topper, Jr. ("Mr. Topper") gifted the 133,000 common units held by ERNJ LLC, an entity 100% owned by the Patricia Dunne Topper Trust for the Family of Joseph V. Topper, Jr. (the "Trust"), which is controlled by Mr. Topper, to the Topper Family Foundation, a charitable non-profit foundation. 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.