Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SunCoke Energy, Inc.SXC · Entity 5055 | Director | May 14, 2026 | May 18, 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.
SunCoke Energy, Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| RSUs (Director)SEC Table II · derivative / convertible security | Direct | 75,214 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 21,652 · Balance 75,214 F1: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2: Conversion rate is 1 for 1. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service.
F2: Conversion rate is 1 for 1.
F3: Not applicable.
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 14, 2026 Filed May 18, 2026 21:33 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 21,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001835969-26-000002 · wk-form4_1779139997.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,214 Underlying: Common Stock · 21,652 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 15, 2025 Filed May 15, 2025 17:39 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 14,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-025744 · wk-form4_1747330786.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,562 Underlying: Common Stock · 14,412 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 16, 2024 Filed May 16, 2024 21:00 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 12,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-023834 · wk-form4_1715893207.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,150 Underlying: Common Stock · 12,311 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 15, 2023 Filed May 17, 2023 17:42 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 14,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018611 · wf-form4_168434533845953.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,839 Underlying: Common Stock · 14,546 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 3,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032011 · wf-form4_167114110786615.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,293 Underlying: Common Stock · 3,624 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 10:30 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 4,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-031763 · doc4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,669 Underlying: Common Stock · 4,425 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 29, 2022 Filed Jun 30, 2022 18:00 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (Director) · Derivative | 4,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018271 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,244 Underlying: Common Stock · 4,244 shares Expires not disclosed F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units will be settled in shares of common stock following termination of Board service. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 15:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 148.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009573 · form4.xml · derivative · entry 2 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,656.94 Underlying: Common Stock · 148.26 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deferred share units pursuant to SunCoke Energy, Inc. Directors Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 15:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 3,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009573 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,508.68 Underlying: Common Stock · 3,413 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 3,413 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 20:12 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 137.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031085 · form4.xml · derivative · entry 2 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,095.68 Underlying: Common Stock · 137.25 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deferred share units pursuant to SunCoke Energy, Inc. Directors Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 20:12 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 4,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031085 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,958.43 Underlying: Common Stock · 4,549 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 4,549 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 22, 2021 Filed Sep 23, 2021 21:50 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 87.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-025761 · form4.xml · derivative · entry 2 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,409.43 Underlying: Common Stock · 87.17 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deferred share units pursuant to SunCoke Energy, Inc. Directors Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 22, 2021 Filed Sep 23, 2021 21:50 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-025761 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,322.26 Underlying: Common Stock · 4,337 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 4,337 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 22:16 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 49.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020638 · form4.xml · derivative · entry 2 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,985.26 Underlying: Common Stock · 49.07 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deferred share units pursuant to SunCoke Energy, Inc. Directors Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 22:16 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 3,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020638 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,936.19 Underlying: Common Stock · 3,950 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 3,950 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 19:17 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 17.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012009 · form4.xml · derivative · entry 2 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,986.19 Underlying: Common Stock · 17.19 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deferred share units pursuant to SunCoke Energy, Inc. Directors Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 19:17 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 4,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012009 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,969 Underlying: Common Stock · 4,108 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 4,108 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 01:47 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031902 · form4.xml · derivative · entry 1 Lewis Michael Ward · CIK 0001835969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,861 Underlying: Common Stock · 1,861 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,861 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. 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.