Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | EVP, Chief Commercial Officer | June 25, 2026 | June 26, 2026 |
| SunocoCorp LLCSUNC · Entity 4048 | EVP - Chief Commercial Officer | November 03, 2025 | November 03, 2025 |
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.
Sunoco LP
Report date June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 124,551 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 20,000 · Balance 124,551 F1: A special one-time award of restricted phantom units granted in recognition of the reporting person's performance and contributions, awarded under the Sunoco LP 2018 Long-Term Incentive Plan, as amended. The award shall vest 60% on December 5, 2028, and 40% on December 5, 2030, generally contingent upon the reporting person's continued employment through each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: A special one-time award of restricted phantom units granted in recognition of the reporting person's performance and contributions, awarded under the Sunoco LP 2018 Long-Term Incentive Plan, as amended. The award shall vest 60% on December 5, 2028, and 40% on December 5, 2030, generally contingent upon the reporting person's continued employment through each applicable vesting date.
SunocoCorp LLC
Report date November 03, 2025 · Filed November 03, 2025
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 26, 2026 21:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285657 · ownership.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,551 F1 · shares: A special one-time award of restricted phantom units granted in recognition of the reporting person's performance and contributions, awarded under the Sunoco LP 2018 Long-Term Incentive Plan, as amended. The award shall vest 60% on December 5, 2028, and 40% on December 5, 2030, generally contingent upon the reporting person's continued employment through each applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCash Units · Derivative | 6,625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-312992 · ownership.xml · derivative · entry 3 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,959 Underlying: Common Units · 6,625 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 19,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312992 · ownership.xml · nonDerivative · entry 2 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,551 F2 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2028 and 40% on 12/5/2030 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 9,405 | $55.26 | $519,720.30 |
DisclosureSEC source: 0001193125-25-312992 · ownership.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,676 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCash Units · Derivative | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-134574 · ownership.xml · derivative · entry 3 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Units · 5,000 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Sunoco LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134574 · ownership.xml · nonDerivative · entry 2 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,081 F2 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2027 and 40% on 12/5/2029 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,605 | $54.97 | $253,127.64 |
DisclosureSEC source: 0000950170-24-134574 · ownership.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,081 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| May 29, 2024 Filed May 31, 2024 13:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 1,000 | $49.74 | $49,740.00 |
DisclosureSEC source: 0000950170-24-066937 · ownership.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · EVP - Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,686 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:42 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058293 · doc4.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · SVP - Pricing & REO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,686 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2026 and 40% on 12/5/2028 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:20 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,723 | $53.76 | $253,899.03 |
DisclosureSEC source: 0001209191-23-057788 · doc4.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · SVP - Pricing & REO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,186 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 16,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061164 · doc4.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · SVP - Pricing & REO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,909 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2025 and 40% on 12/5/2027 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 22:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 1,591 | $42.91 | $68,261.86 |
DisclosureSEC source: 0001209191-22-060164 · doc4.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · SVP - Pricing & REO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,409 Read SEC document |
| September 24, 2022 Filed Oct 19, 2022 21:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054078 · doc4.xml · nonDerivative · entry 1 Harkness Austin · CIK 0001923702 · SVP - Pricing & REO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 12/05/2025 and 40% on 12/05/2027, generally contingent upon the reporting person's continued employment of the reporting person on each applicable vesting 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.