Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENESIS ENERGY LPGEL · Entity 4506 | Director | October 01, 2026 | October 02, 2026 |
| Murphy USA Inc.MUSA · Entity 1923 | Director | September 30, 2026 | October 02, 2026 |
| SEMPRASRE · Entity 3017 | Director | October 01, 2026 | October 02, 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.
GENESIS ENERGY LP
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units - Class ASEC Table I · non-derivative | Direct | 32,865 |
Last balance in matching sequence
After 2026-10-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-10-01 · Exercise / conversion · Acquired 2,609 · Balance 35,474 F1: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Row 2 · 2026-10-01 · Disposition to issuer · Disposed 2,609 · Balance 32,865 F1: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2026-10-01 | Direct | 8,006 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 2,609 · Balance 8,006 F2: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. |
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2027-10-01 | Direct | 11,158 |
Reported balance
After 2026-10-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-01 · Grant · Acquired 3,152 · Balance 11,158 F3: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. |
Filing footnotes · ownership attribution and instrument terms
F1: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer.
F2: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting.
F3: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date.
F4: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly.
Murphy USA Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,180.254 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 63.182 · Balance 1,180.254 F1: Award granted under the 2023 Omnibus Incentive Plan. F2: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3: Represent fully-vested RSUs issued in lieu of the reporting person's quarterly cash retainer(s). The reporting person has elected to defer settlement of RSUs and accrued dividend equivalent units thereon to the reporting person's termination of service from the Board, in accordance with their deferral election form. F4: Includes dividend equivalent units accrued with respect to the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Award granted under the 2023 Omnibus Incentive Plan.
F2: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date.
F3: Represent fully-vested RSUs issued in lieu of the reporting person's quarterly cash retainer(s). The reporting person has elected to defer settlement of RSUs and accrued dividend equivalent units thereon to the reporting person's termination of service from the Board, in accordance with their deferral election form.
F4: Includes dividend equivalent units accrued with respect to the underlying RSUs.
SEMPRA
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 44,040.59 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 160.15 · Balance 44,040.59 F1: Phantom shares of Sempra Common Stock acquired as director compensation. F2: Conversion of Derivative Security is 1 for 1. F3: Date exercisable is immediate for shares that have vested. F4: Expiration date is Not Applicable. F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares of Sempra Common Stock acquired as director compensation.
F2: Conversion of Derivative Security is 1 for 1.
F3: Date exercisable is immediate for shares that have vested.
F4: Expiration date is Not Applicable.
F5: Total includes 1,509.35 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 5, 2021 21:13 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 4,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-21-000012 · wf-form4_160988118774106.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,018 Underlying: Common Units - Class A · 4,187 shares Expires 2024-01-04 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 20:06 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 100.97 | $123.80 | $12,500.09 |
DisclosureSEC source: 0001771474-21-000009 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,252.65 Underlying: Common Stock · 100.97 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 736.59 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 21:13 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 1,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-21-000012 · wf-form4_160988118774106.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,831 Underlying: Common Units - Class A · 1,122 shares Expires 2021-01-02 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 21:13 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 1,122 | $6.80 | $7,629.60 |
DisclosureSEC source: 0001022321-21-000012 · wf-form4_160988118774106.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 21:13 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 1,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-21-000012 · wf-form4_160988118774106.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,987 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantDividend Equivalent Units · Derivative | 2.262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030425 · form4.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.262 Underlying: Common Stock · 2.262 shares Expires not disclosed F1 · security: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F1 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F4 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 6, 2020. F4 · shares: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 6, 2020. F1 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F4 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 6, 2020. F1 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F4 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 6, 2020. F1 · balance_after: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F4 · balance_after: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 6, 2020. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantDividend Equivalent Units · Derivative | 2.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030425 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.7 Underlying: Common Stock · 2.7 shares Expires not disclosed F1 · security: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F1 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F3 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2019. F3 · shares: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2019. F1 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F3 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2019. F1 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F3 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2019. F1 · balance_after: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F3 · balance_after: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2019. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantDividend Equivalent Units · Derivative | 2.507 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030425 · form4.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.507 Underlying: Common Stock · 2.507 shares Expires not disclosed F1 · security: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F1 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 8, 2018. F2 · shares: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 8, 2018. F1 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 8, 2018. F1 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 8, 2018. F1 · balance_after: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Stock Plan for Non-employee Directors. Each dividend equivalent unit reflects the right to receive one share of common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · balance_after: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 8, 2018. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 17:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000098 · wf-form4_160192063080558.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,406 Underlying: Common Units - Class A · 979 shares Expires 2020-10-02 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 17:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 979 | $4.85 | $4,748.15 |
DisclosureSEC source: 0001022321-20-000098 · wf-form4_160192063080558.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 17:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000098 · wf-form4_160192063080558.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,844 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 22:10 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 104.93 | $119.13 | $12,500.31 |
DisclosureSEC source: 0001771474-20-000104 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,053.89 Underlying: Common Stock · 104.93 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 730.61 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 5,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000098 · wf-form4_160192063080558.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,953 Underlying: Common Units - Class A · 5,547 shares Expires 2023-10-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| July 03, 2020 Filed Jul 6, 2020 18:58 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000083 · wf-form4_159406190170875.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,740 Underlying: Common Units - Class A · 790 shares Expires 2020-07-03 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| July 03, 2020 Filed Jul 6, 2020 18:58 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 790 | $8.58 | $6,778.20 |
DisclosureSEC source: 0001022321-20-000083 · wf-form4_159406190170875.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| July 03, 2020 Filed Jul 6, 2020 18:58 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000083 · wf-form4_159406190170875.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,655 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:41 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 103.01 | $121.35 | $12,500.26 |
DisclosureSEC source: 0001771474-20-000078 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,850.23 Underlying: Common Stock · 103.01 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 724.52 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:58 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 3,645 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000083 · wf-form4_159406190170875.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,385 Underlying: Common Units - Class A · 3,645 shares Expires 2023-07-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:36 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 724.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001771474-20-000062 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724.52 Underlying: Common Stock · 724.52 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy Common Stock. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2021 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2021 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 03, 2020 Filed Apr 3, 2020 13:36 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000058 · wf-form4_158592096312878.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,432 Underlying: Common Units - Class A · 786 shares Expires 2020-04-03 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 03, 2020 Filed Apr 3, 2020 13:36 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 786 | $4.42 | $3,474.12 |
DisclosureSEC source: 0001022321-20-000058 · wf-form4_158592096312878.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 03, 2020 Filed Apr 3, 2020 13:36 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000058 · wf-form4_158592096312878.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,651 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:49 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 120.53 | $103.71 | $12,500.17 |
DisclosureSEC source: 0001771474-20-000048 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,930.73 Underlying: Common Stock · 120.53 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 727.37 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 13:36 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 7,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000058 · wf-form4_158592096312878.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,530 Underlying: Common Units - Class A · 7,098 shares Expires 2023-04-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| February 27, 2020 Filed Feb 27, 2020 22:10 UTC | GENESIS ENERGY LP GEL · Entity 4506 | PurchaseCommon Units - Class A | 20,000 | $10.03 | $200,600.00 |
DisclosureSEC source: 0001022321-20-000028 · wf-form4_158284141482161.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,865 F1 · price: This price is the weighted average price for the purchase of Common Units Class A reported on this line. These Common Units Class A were purchased in multiple transactions at prices ranging from $9.99 to $10.05 per Common Unit Class A. The reporting person undertakes to provide to Genesis Energy, L.P., any security holder of Genesis Energy, L.P., or the staff of the Securities and Exchange Commission,upon request, full information regarding the number of Common Unit Class A purchased at each separate price within this range. Read SEC document |
| February 09, 2020 Filed Feb 10, 2020 16:05 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionRestricted Stock Unit · Derivative | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004503 · form4.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,022 Underlying: Common Stock · 1,772 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. F4 · security: Represents Restricted Stock Unit Award granted under the 2013 Stock Plan for Non-employee Directors that have vested according to Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 09, 2020 Filed Feb 10, 2020 16:05 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004503 · form4.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,848 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:05 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004503 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,794 Underlying: Common Stock · 1,218 shares Expires not disclosed F1 · security: Restricted Stock Unit Award granted under the 2013 Stock Plan for Non-employee Directors. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.exercise_date: Vest date is February 6, 2023. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F3 · derivative.expiration_date: Vest date is February 6, 2023. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 21:29 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 705 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000002 · wf-form4_157834612658129.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,006 Underlying: Common Units - Class A · 705 shares Expires 2020-01-03 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 21:29 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 705 | $20.10 | $14,170.50 |
DisclosureSEC source: 0001022321-20-000002 · wf-form4_157834612658129.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 21:29 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 705 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000002 · wf-form4_157834612658129.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,570 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| January 02, 2020 Filed Jan 4, 2020 01:05 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 83.83 | $149.12 | $12,500.73 |
DisclosureSEC source: 0001771474-20-000012 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,742.7 Underlying: Common Stock · 83.83 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 722.79 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:29 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-20-000002 · wf-form4_157834612658129.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,218 Underlying: Common Units - Class A · 1,212 shares Expires 2023-01-02 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| October 03, 2019 Filed Oct 3, 2019 19:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000087 · wf-form4_157013256265322.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,526 Underlying: Common Units - Class A · 689 shares Expires 2019-10-03 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 03, 2019 Filed Oct 3, 2019 19:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 689 | $21.79 | $15,013.31 |
DisclosureSEC source: 0001022321-19-000087 · wf-form4_157013256265322.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 03, 2019 Filed Oct 3, 2019 19:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000087 · wf-form4_157013256265322.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 00:04 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 85.57 | $146.08 | $12,500.07 |
DisclosureSEC source: 0001228379-19-000102 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,589.08 Underlying: Common Stock · 85.57 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 718.02 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 19:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,185 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000087 · wf-form4_157013256265322.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,711 Underlying: Common Units - Class A · 1,185 shares Expires 2022-10-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 22:12 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 91.47 | $136.66 | $12,500.29 |
DisclosureSEC source: 0001228379-19-000084 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,431.45 Underlying: Common Stock · 91.47 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 713.10 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:22 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000061 · wf-form4_156217451907703.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,215 Underlying: Common Units - Class A · 1,172 shares Expires 2022-07-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:22 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000061 · wf-form4_156217451907703.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,043 Underlying: Common Units - Class A · 663 shares Expires 2019-07-01 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:22 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 663 | $21.93 | $14,539.59 |
DisclosureSEC source: 0001022321-19-000061 · wf-form4_156217451907703.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:22 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000061 · wf-form4_156217451907703.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,528 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| May 09, 2019 Filed May 10, 2019 21:17 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 713.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-19-000061 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713.1 Underlying: Common Stock · 713.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of restricted phantom stock is the economic equivalent of one share of Sempra Energy Common Stock. F2 · derivative.exercise_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2020 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. F2 · derivative.expiration_date: Shares are subject to forfeiture if service as a director terminates for any reason other than death, disability or removal without cause prior to the 2020 Annual Meeting of Sempra Energy Shareholders. Vested shares plus reinvested dividend equivalents are paid to the director in cash following separation of service. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,096 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000037 · wf-form4_155423972304166.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,706 Underlying: Common Units - Class A · 1,096 shares Expires 2022-04-01 F3 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. F3 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F4 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be accrued over the vesting period and paid quarterly. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000037 · wf-form4_155423972304166.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,610 Underlying: Common Units - Class A · 834 shares Expires 2019-04-01 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: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 834 | $22.71 | $18,940.14 |
DisclosureSEC source: 0001022321-19-000037 · wf-form4_155423972304166.xml · nonDerivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,865 F1 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:15 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000037 · wf-form4_155423972304166.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,699 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 · security: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F1 · shares: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. F2 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:47 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 98.71 | $126.63 | $12,499.65 |
DisclosureSEC source: 0001228379-19-000047 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,555.92 Underlying: Common Stock · 98.71 shares Expires not disclosed F1 · security: Phantom shares of Sempra Energy Common Stock acquired as director compensation. F2 · derivative.exercise_price: Conversion of Derivative Security is 1 for 1. F3 · derivative.exercise_date: Date exercisable is immediate for shares that have vested. F4 · derivative.expiration_date: Expiration date is Not Applicable. F5 · balance_after: Total includes 865.95 unvested restricted phantom shares that are subject to forfeiture if service as a director terminates prior to vesting for any reason other than death, disability or removal without cause. Read SEC document |
| February 11, 2019 Filed Feb 11, 2019 21:47 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionRestricted Stock Unit · Derivative | 1,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005103 · form4.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,576 Underlying: Common Stock · 1,990 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. F4 · security: Represents Restricted Stock Unit Award granted under the 2013 Stock Plan for Non-employee Directors that have vested according to Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. 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.