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 |
|---|---|---|---|---|---|---|
| February 11, 2019 Filed Feb 11, 2019 21:47 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 1,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005103 · form4.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,076 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 07, 2019 Filed Feb 11, 2019 21:47 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005103 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,566 Underlying: Common Stock · 1,454 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 7, 2022. 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 7, 2022. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 21:11 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000024 · wf-form4_154698186256189.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,444 Underlying: Common Units - Class A · 689 shares Expires 2019-01-04 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 04, 2019 Filed Jan 8, 2019 21:11 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 689 | $20.15 | $13,883.35 |
DisclosureSEC source: 0001022321-19-000024 · wf-form4_154698186256189.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 04, 2019 Filed Jan 8, 2019 21:11 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000024 · wf-form4_154698186256189.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 |
| January 02, 2019 Filed Jan 3, 2019 20:49 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 117.09 | $106.76 | $12,500.53 |
DisclosureSEC source: 0001228379-19-000011 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,383.83 Underlying: Common Stock · 117.09 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 859.15 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, 2019 Filed Jan 4, 2019 15:54 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-19-000012 · wf-form4_154661727195313.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,133 Underlying: Common Units - Class A · 1,364 shares Expires 2022-01-02 F1 · 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. F2 · 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. F1 · 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. F2 · 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 01, 2018 Filed Oct 2, 2018 22:47 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 109.81 | $113.83 | $12,499.67 |
DisclosureSEC source: 0001228379-18-000089 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,195.93 Underlying: Common Stock · 109.81 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 852.51 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, 2018 Filed Oct 3, 2018 20:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,052 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000086 · wf-form4_153860020934184.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,769 Underlying: Common Units - Class A · 1,052 shares Expires 2021-10-01 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 |
| October 01, 2018 Filed Oct 3, 2018 20:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000086 · wf-form4_153860020934184.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,717 Underlying: Common Units - Class A · 642 shares Expires 2018-10-01 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 |
| October 01, 2018 Filed Oct 3, 2018 20:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 642 | $24.25 | $15,568.50 |
DisclosureSEC source: 0001022321-18-000086 · wf-form4_153860020934184.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 01, 2018 Filed Oct 3, 2018 20:57 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000086 · wf-form4_153860020934184.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,507 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 02, 2018 Filed Jul 3, 2018 17:28 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000065 · wf-form4_153063889943177.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,359 Underlying: Common Units - Class A · 1,183 shares Expires 2021-07-02 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 |
| July 02, 2018 Filed Jul 3, 2018 21:46 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 108.19 | $115.54 | $12,500.27 |
DisclosureSEC source: 0001228379-18-000077 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,016.17 Underlying: Common Stock · 108.19 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 845.94 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, 2018 Filed Jul 3, 2018 17:28 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000065 · wf-form4_153063889943177.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,176 Underlying: Common Units - Class A · 582 shares Expires 2018-07-01 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, 2018 Filed Jul 3, 2018 17:28 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 582 | $22.77 | $13,252.14 |
DisclosureSEC source: 0001022321-18-000065 · wf-form4_153063889943177.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, 2018 Filed Jul 3, 2018 17:28 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000065 · wf-form4_153063889943177.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,447 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 10, 2018 Filed May 11, 2018 22:47 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 845.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-18-000062 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.94 Underlying: Common Stock · 845.94 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 2019 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 2019 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 02, 2018 Filed Apr 3, 2018 21:10 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000038 · wf-form4_152278983893534.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,758 Underlying: Common Units - Class A · 1,277 shares Expires 2021-04-02 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 |
| April 02, 2018 Filed Apr 3, 2018 23:24 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 113.5 | $110.13 | $12,499.76 |
DisclosureSEC source: 0001228379-18-000042 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,998.43 Underlying: Common Stock · 113.5 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 549.63 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, 2018 Filed Apr 3, 2018 21:10 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000038 · wf-form4_152278983893534.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,481 Underlying: Common Units - Class A · 551 shares Expires 2018-04-01 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, 2018 Filed Apr 3, 2018 21:10 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 551 | $19.96 | $10,997.96 |
DisclosureSEC source: 0001022321-18-000038 · wf-form4_152278983893534.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, 2018 Filed Apr 3, 2018 21:10 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000038 · wf-form4_152278983893534.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,416 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 |
| February 09, 2018 Filed Feb 12, 2018 18:04 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionRestricted Stock Unit · Derivative | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005105 · form4.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,112 Underlying: Common Stock · 1,436 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 has vested in accordance with that 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, 2018 Filed Feb 12, 2018 18:04 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005105 · form4.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,086 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 08, 2018 Filed Feb 12, 2018 18:04 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005105 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,548 Underlying: Common Stock · 1,350 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 8, 2021. 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 8, 2021. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:46 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 118.65 | $105.35 | $12,499.78 |
DisclosureSEC source: 0001228379-18-000011 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,825.66 Underlying: Common Stock · 118.65 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 545.43 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, 2018 Filed Jan 4, 2018 17:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 1,122 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000012 · wf-form4_151508856225217.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,032 Underlying: Common Units - Class A · 1,122 shares Expires 2021-01-02 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 |
| January 02, 2018 Filed Jan 4, 2018 17:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000012 · wf-form4_151508856225217.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,910 Underlying: Common Units - Class A · 572 shares Expires 2018-01-02 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, 2018 Filed Jan 4, 2018 17:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 572 | $22.43 | $12,829.96 |
DisclosureSEC source: 0001022321-18-000012 · wf-form4_151508856225217.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 02, 2018 Filed Jan 4, 2018 17:56 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-18-000012 · wf-form4_151508856225217.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,437 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 02, 2017 Filed Oct 4, 2017 00:21 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 109.67 | $113.98 | $12,500.19 |
DisclosureSEC source: 0001228379-17-000102 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,652.76 Underlying: Common Stock · 109.67 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 541.54 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 02, 2017 Filed Oct 4, 2017 21:25 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000122 · wf-form4_150715232851230.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,482 Underlying: Common Units - Class A · 979 shares Expires 2020-10-02 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 01, 2017 Filed Oct 4, 2017 21:25 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000122 · wf-form4_150715232851230.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,503 Underlying: Common Units - Class A · 494 shares Expires 2017-10-01 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 |
| October 01, 2017 Filed Oct 4, 2017 21:25 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 494 | $26.71 | $13,194.74 |
DisclosureSEC source: 0001022321-17-000122 · wf-form4_150715232851230.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 01, 2017 Filed Oct 4, 2017 21:25 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000122 · wf-form4_150715232851230.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,359 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 03, 2017 Filed Jul 5, 2017 18:07 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 111.43 | $112.18 | $12,500.22 |
DisclosureSEC source: 0001228379-17-000090 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,488.03 Underlying: Common Stock · 111.43 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 537.59 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 |
| July 03, 2017 Filed Jul 6, 2017 22:34 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000092 · wf-form4_149938042790368.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,997 Underlying: Common Units - Class A · 790 shares Expires 2020-07-03 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, 2017 Filed Jul 6, 2017 22:34 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000092 · wf-form4_149938042790368.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,207 Underlying: Common Units - Class A · 454 shares Expires 2017-07-01 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, 2017 Filed Jul 6, 2017 22:34 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 454 | $29.94 | $13,592.76 |
DisclosureSEC source: 0001022321-17-000092 · wf-form4_149938042790368.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, 2017 Filed Jul 6, 2017 22:34 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000092 · wf-form4_149938042790368.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,319 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 12, 2017 Filed May 15, 2017 20:58 UTC | SEMPRA SRE · Entity 3017 | GrantRestricted Phantom Shares · Derivative | 537.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001228379-17-000073 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537.59 Underlying: Common Stock · 537.59 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 2018 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 2018 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, 2017 Filed Apr 4, 2017 20:41 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000039 · wf-form4_149133849336573.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,661 Underlying: Common Units - Class A · 786 shares Expires 2020-04-03 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 03, 2017 Filed Apr 4, 2017 23:35 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 113.78 | $109.86 | $12,499.87 |
DisclosureSEC source: 0001228379-17-000064 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,789.64 Underlying: Common Stock · 113.78 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 581.62 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, 2017 Filed Apr 4, 2017 20:41 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000039 · wf-form4_149133849336573.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,875 Underlying: Common Units - Class A · 439 shares Expires 2017-04-01 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, 2017 Filed Apr 4, 2017 20:41 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 439 | $32.76 | $14,381.64 |
DisclosureSEC source: 0001022321-17-000039 · wf-form4_149133849336573.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, 2017 Filed Apr 4, 2017 20:41 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000039 · wf-form4_149133849336573.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,304 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 |
| February 10, 2017 Filed Feb 13, 2017 22:43 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionRestricted Stock Unit · Derivative | 2,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005547 · form4.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,198 Underlying: Common Stock · 2,493 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: Restricted Stock Unit Award granted under the 2013 Stock Plan for Non-employee Directors that has vested in accordance with the 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 10, 2017 Filed Feb 13, 2017 22:43 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 2,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005547 · form4.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,650 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 09, 2017 Filed Feb 13, 2017 22:43 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005547 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,691 Underlying: Common Stock · 1,772 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 9, 2020. 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 9, 2020. 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.