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 03, 2017 Filed Jan 4, 2017 23:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 705 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000014 · wf-form4_148357176396199.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,314 Underlying: Common Units - Class A · 705 shares Expires 2020-01-03 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 |
| January 03, 2017 Filed Jan 4, 2017 20:07 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 123.6 | $101.13 | $12,499.67 |
DisclosureSEC source: 0001228379-17-000015 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,628.23 Underlying: Common Stock · 123.6 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 577.39 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, 2017 Filed Jan 4, 2017 23:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000014 · wf-form4_148357176396199.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,609 Underlying: Common Units - Class A · 470 shares Expires 2017-01-02 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, 2017 Filed Jan 4, 2017 23:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 470 | $34.54 | $16,233.80 |
DisclosureSEC source: 0001022321-17-000014 · wf-form4_148357176396199.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, 2017 Filed Jan 4, 2017 23:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000014 · wf-form4_148357176396199.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,335 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 03, 2016 Filed Oct 4, 2016 20:04 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 689 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000219 · wf-form4_147561143595640.xml · derivative · entry 4 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,079 Underlying: Common Units - Class A · 689 shares Expires 2016-10-03 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 |
| October 03, 2016 Filed Oct 4, 2016 21:11 UTC | SEMPRA SRE · Entity 3017 | GrantPhantom Shares · Derivative | 118.957 | $105.08 | $12,500.00 |
DisclosureSEC source: 0001228379-16-000146 · edgar.xml · derivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,458.613 Underlying: Common Stock · 118.957 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 573.232 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, 2016 Filed Oct 4, 2016 20:04 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000219 · wf-form4_147561143595640.xml · derivative · entry 3 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,390 Underlying: Common Units - Class A · 483 shares Expires 2016-10-01 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, 2016 Filed Oct 4, 2016 20:04 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 483 | $35.47 | $17,132.01 |
DisclosureSEC source: 0001022321-16-000219 · wf-form4_147561143595640.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, 2016 Filed Oct 4, 2016 20:04 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-16-000219 · wf-form4_147561143595640.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,348 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 |
| September 06, 2016 Filed Sep 8, 2016 19:06 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionRestricted Stock Unit · Derivative | 3,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062210 · form4.xml · derivative · entry 2 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,919 Underlying: Common Stock · 3,157 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. F1 · security: Restricted Stock Unit Awards that were granted under the 2013 Stock Plan for Non-employee Directors are vesting in accordance with the Plan due to retirement of Director. 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 |
| September 06, 2016 Filed Sep 8, 2016 19:06 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 3,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062210 · form4.xml · nonDerivative · entry 1 Taylor Jack T · CIK 0001570352 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,157 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.