Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUANTA SERVICES, INC.PWR · Entity 2928 | Director | May 21, 2026 | May 26, 2026 |
| Sunoco LPSUN · Entity 3373 | Director · President & CEO | December 05, 2025 | December 09, 2025 |
| SunocoCorp LLCSUNC · Entity 4048 | Director · President & CEO | November 10, 2025 | November 12, 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.
QUANTA SERVICES, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 249 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 249 · Balance 249 F1: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash. F2: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash.
F2: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company.
Sunoco LP
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 591,888 |
Ending reported balance
After 2025-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-05 · Tax withholding · Disposed 33,810 · Balance 494,688 F1: 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. Row 2 · 2025-12-05 · Grant · Acquired 97,200 · Balance 591,888 F2: 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. |
| Cash UnitsSEC Table II · derivative / convertible security | Direct | 44,900 |
Reported balance
After 2025-12-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-05 · Grant · Acquired 32,400 · Balance 44,900 F3: 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. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Kim Living Trust | 10,000 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
SunocoCorp LLC
Report date November 10, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| SunocoCorp Common UnitsSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2025-11-10 transaction · row 1
1 source rowRow 1 · 2025-11-10 · Purchase · Acquired 6,000 · Balance 6,000 |
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 22:15 UTC | QUANTA SERVICES, INC. PWR · Entity 2928 | GrantRestricted Stock Units · Derivative | 249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001676729-26-000004 · wk-form4_1779833729.xml · derivative · entry 1 Kim Joseph · CIK 0001676729 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249 Underlying: Common Stock · 249 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units are settled in shares of common stock on a one-for-one basis, provided that in certain circumstances the reporting person may elect to settle up to 50% of the restricted stock units in cash. F2 · derivative.exercise_date: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. F2 · derivative.expiration_date: Unless otherwise provided in the award agreement, the restricted stock units vest and settle on June 1, 2027. Settlement of all or a portion of the restricted stock units may be deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCash Units · Derivative | 32,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-312982 · ownership.xml · derivative · entry 4 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,900 Underlying: Common Units · 32,400 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 | 97,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312982 · ownership.xml · nonDerivative · entry 2 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591,888 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 | 33,810 | $55.26 | $1,868,340.60 |
DisclosureSEC source: 0001193125-25-312982 · ownership.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,688 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 |
| November 10, 2025 Filed Nov 12, 2025 13:05 UTC | SunocoCorp LLC SUNC · Entity 4048 | PurchaseSunocoCorp Common Units | 6,000 | $48.97 | $293,844.00 |
DisclosureSEC source: 0001193125-25-276037 · ownership.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| February 18, 2025 Filed Feb 18, 2025 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022418 · ownership.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528,498 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 12/5/2027 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 | GrantCash Units · Derivative | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-134576 · ownership.xml · derivative · entry 4 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Units · 18,750 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 | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134576 · ownership.xml · nonDerivative · entry 2 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 478,498 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 | 24,573 | $54.97 | $1,350,728.66 |
DisclosureSEC source: 0000950170-24-134576 · ownership.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422,248 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 23, 2024 Filed May 28, 2024 13:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 5,000 | $50.50 | $252,515.50 |
DisclosureSEC source: 0000950170-24-064893 · ownership.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By: Kim Living Trust Disclosed balance after: 10,000 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:39 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058290 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,821 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 23:21 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 34,830 | $53.76 | $1,872,391.14 |
DisclosureSEC source: 0001209191-23-057789 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,821 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 21:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 77,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061163 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,651 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 | 21,301 | $42.91 | $913,919.41 |
DisclosureSEC source: 0001209191-22-060167 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,351 Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 11:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 5,000 | $35.50 | $177,475.00 |
DisclosureSEC source: 0001209191-22-038230 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By: Kim Living Trust Disclosed balance after: 5,000 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 58,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070580 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,652 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 12/5/2024 and 40% on 12/5/2026 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2021 Filed Dec 7, 2021 22:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 20,817 | $39.42 | $820,502.06 |
DisclosureSEC source: 0001209191-21-068352 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,652 Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 23:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 98,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000479 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,469 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 12/5/2023 and 40% on 12/5/2025 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 22:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 10,176 | $28.63 | $291,369.41 |
DisclosureSEC source: 0001209191-20-062305 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,619 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 01:35 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 11,555 | $17.66 | $204,079.79 |
DisclosureSEC source: 0001209191-20-018668 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,795 F1 · shares: The units with respect to this transaction were purchased at prices ranging from $17.54 to $17.76. Upon request, Sunoco LP will provide to the Securities and Exchange Commission staff or a security holder of Sunoco LP full information regarding the number of units purchased at each separate price. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 22:40 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 69,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060942 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,240 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 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:16 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 8,521 | $31.04 | $264,491.84 |
DisclosureSEC source: 0001209191-19-059741 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,125 Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 23:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 73,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063734 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,646 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 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 22:46 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 3,642 | $27.83 | $101,356.86 |
DisclosureSEC source: 0001209191-18-061592 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,646 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:10 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 31,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066955 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,288 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2020 and 40% on 12/5/2022 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:36 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 3,282 | $29.77 | $97,705.14 |
DisclosureSEC source: 0001209191-17-064442 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,638 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 20:53 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 22,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000155 · doc4.xml · nonDerivative · entry 1 Kim Joseph · CIK 0001676729 · EVP-Chief Development Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,920 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 12/05/2019 and 40% on 12/05/2021 contingent upon the 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.