Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD · Entity 2939 | Executive Vice President | August 03, 2019 | August 06, 2019 |
| Kinetik Holdings Inc.KNTK · Entity 2202 | Director | May 19, 2026 | May 20, 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.
ENTERPRISE PRODUCTS PARTNERS L.P.
Report date August 03, 2019 · Filed August 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partnership InterestsSEC Table I · non-derivative | Direct | 997,563 |
Ending reported balance
After 2019-08-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-08-03 · Exercise / conversion · Acquired 1,625 · Balance 998,203 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Row 2 · 2019-08-03 · Tax withholding · Disposed 640 · Balance 997,563 |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-08-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-03 · Exercise / conversion · Disposed 1,625 · Balance 0 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F2: These phantom units vest in one remaining annual installment on August 3, 2019. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 16,250 |
Reported balance
Holding disclosure · report date 2019-08-03 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 16,250 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F3: These phantom units vest in one remaining annual installment on February 16, 2020. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 29,000 |
Reported balance
Holding disclosure · report date 2019-08-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 29,000 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F4: These phantom units vest in two remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 51,000 |
Reported balance
Holding disclosure · report date 2019-08-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 51,000 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F5: These phantom units vest in three equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2019-08-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 50,000 F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F6: These phantom units vest in four equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F7: The power of attorney under which this form was signed is on file with the Commission. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit.
F2: These phantom units vest in one remaining annual installment on August 3, 2019. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units.
F3: These phantom units vest in one remaining annual installment on February 16, 2020. The remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units.
F4: These phantom units vest in two remaining equal annual installments beginning on February 16, 2020. Each remaining annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units.
F5: These phantom units vest in three equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units.
F6: These phantom units vest in four equal annual installments beginning on February 16, 2020. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units.
F7: The power of attorney under which this form was signed is on file with the Commission.
Kinetik Holdings Inc.
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 13,352 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 3,102 · Balance 13,352 F1: Includes a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the Reporting Person's election under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company; (b) a change-in-control (as defined in the Plan) or (c) by January 1, 2027. F2: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the Reporting Person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above. F3: Amount reported includes approximately 295 additional RSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 5 in connection with the reinvestment of dividends described herein. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes a fully vested award of restricted stock units ("RSUs") that may be settled only for shares of common stock on a one-for-one basis. Pursuant to the Reporting Person's election under the Kinetik Holdings Inc. (the "Company") Amended and Restated 2019 Omnibus Compensation Plan, as amended from time to time (the "Plan"), settlement of such vested RSUs has been deferred until the earlier to occur of the following: (a) the termination of the Reporting Person's service relationship with the Company; (b) a change-in-control (as defined in the Plan) or (c) by January 1, 2027.
F2: While the RSUs remain outstanding, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be reinvested into additional RSUs based on the same amount at which dividends are reinvested pursuant to the Company's Dividend Reinvestment Plan, as amended from time to time (the "DRIP"). The additional RSUs will be immediately vested in full and pursuant to the Reporting Person's election under the Plan, will be settled at the same time as the initial RSUs subject to the award, as described in Note 1 above.
F3: Amount reported includes approximately 295 additional RSUs acquired by the Reporting Person since the date of the Reporting Person's last Form 5 in connection with the reinvestment of dividends described herein.
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 16, 2017 Filed Feb 21, 2017 21:23 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionPhantom Units · Derivative | 16,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012677 · doc4.xml · derivative · entry 6 ORDEMANN WILLIAM · CIK 0001183245 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,750 Underlying: Common Units · 16,250 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 · derivative.exercise_price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. F5 · derivative.exercise_date: These phantom units vest in four equal annual installments beginning on February 16, 2017. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. F5 · derivative.expiration_date: These phantom units vest in four equal annual installments beginning on February 16, 2017. Each annual installment will expire upon vesting and settlement thereof in exchange for an equal number of EPD common units. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:23 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Tax withholdingCommon Units Representing Limited Partnership Interests | 6,817 | $28.87 | $196,806.79 |
DisclosureSEC source: 0001209191-17-012677 · doc4.xml · nonDerivative · entry 2 ORDEMANN WILLIAM · CIK 0001183245 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914,823 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:23 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | Exercise / conversionCommon Units Representing Limited Partnership Interests | 16,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-012677 · doc4.xml · nonDerivative · entry 1 ORDEMANN WILLIAM · CIK 0001183245 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 921,640 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 · price: Each phantom unit is the economic equivalent of one Enterprise Products Partners L.P. ("EPD") common unit. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:16 UTC | ENTERPRISE PRODUCTS PARTNERS L.P. EPD · Entity 2939 | GrantCommon Units Representing Limited Partnership Interests | 6,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011049 · doc4.xml · nonDerivative · entry 1 ORDEMANN WILLIAM · CIK 0001183245 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905,390 F1 · ownership.direct: The power of attorney under which this form was signed is on file with the Commission. 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.