Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORE LABORATORIES N VCLB · Entity 11862 | Director | April 01, 2023 | April 03, 2023 |
| Core Laboratories Inc. /DE/CLB · Entity 5382 | Director | April 01, 2026 | April 07, 2026 |
| MATRIX SERVICE COMTRX · Entity 2743 | Director | November 04, 2025 | November 05, 2025 |
| 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.
CORE LABORATORIES N V
Report date April 01, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 30,592 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Exercise / conversion · Acquired 5,485 · Balance 30,592 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,419 |
Reported balance
After 2023-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-01 · Grant · Acquired 6,419 · Balance 6,419 F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-01 · Exercise / conversion · Disposed 5,485 · Balance 0 F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance.
F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023.
Core Laboratories Inc. /DE/
Report date April 01, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,397 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Exercise / conversion · Acquired 8,069 · Balance 54,397 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,895 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Grant · Acquired 7,895 · Balance 7,895 F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Exercise / conversion · Disposed 8,069 · Balance 0 F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board.
F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026.
MATRIX SERVICE CO
Report date November 04, 2025 · Filed November 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 71,183 |
Reported balance
After 2025-11-04 transaction · row 1
1 source rowRow 1 · 2025-11-04 · Grant · Acquired 7,986 · Balance 71,183 F1: RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 100% WILL VEST ON THE FIRST ANNIVERSARY DATE. |
Filing footnotes · ownership attribution and instrument terms
F1: RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 100% WILL VEST ON THE FIRST ANNIVERSARY DATE.
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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SunCoke Energy Partners, L.P.
Report date June 28, 2019 · Filed July 03, 2019
Section 16 reporting ended · disclosed 2019-07-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | IndirectMartha Z. Carnes and Mark S. Carnes TIC | 0 |
Reported balance
After 2019-06-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-06-28 · Disposition to issuer · Disposed 1,668 · Balance 0 F1: Common units representing limited partnership interests in issuer, SunCoke Energy Partners, L.P. [NYSE:SXCP], disposed of pursuant to merger agreement between issuer and SunCoke Energy, Inc. [NYSE:SXC] in exchange for shares of SunCoke Energy, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Common units representing limited partnership interests in issuer, SunCoke Energy Partners, L.P. [NYSE:SXCP], disposed of pursuant to merger agreement between issuer and SunCoke Energy, Inc. [NYSE:SXC] in exchange for shares of SunCoke Energy, Inc. common stock.
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 2, 2020 14:54 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 11 | $9.49 | $104.39 |
DisclosureSEC source: 0001209191-20-022439 · doc4.xml · nonDerivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,366 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 14:54 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022439 · doc4.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,377 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 |
| March 25, 2020 Filed Mar 26, 2020 15:16 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherDeferred Share Units · Derivative | 16.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011970 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,225.39 Underlying: Common Stock · 16.39 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting of dividend equivalents as additional deffered share units pursuant to the SunCoke Energy, Inc. Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 15:16 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 8,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011970 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,209 Underlying: Common Stock · 8,713 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 8,713 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 21:18 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantDeferred Share Units · Derivative | 1,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035653 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,496 Underlying: Common Stock · 1,496 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,496 Deferred Share Units deferred under the SunCoke Energy, Inc. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| November 05, 2019 Filed Nov 5, 2019 23:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 5,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-19-000104 · wf-form4_157299577936681.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,017 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 100% WILL VEST ON THE FIRST ANNIVERSARY DATE. F3 · price: NOT APPLICABLE. F4 · balance_after: INCLUDES 12,727 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| June 28, 2019 Filed Jul 3, 2019 00:48 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | Disposition to issuerCommon Units | 1,668 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-023811 · form4.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 0 F1 · price: Common units representing limited partnership interests in issuer, SunCoke Energy Partners, L.P. [NYSE:SXCP], disposed of pursuant to merger agreement between issuer and SunCoke Energy, Inc. [NYSE:SXC] in exchange for shares of SunCoke Energy, Inc. common stock. Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 13:40 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | OtherDeferred Phantom Units · Derivative | 277.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022334 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 9,823.28 Underlying: Common Units Representing Limited Partner Interests · 277.17 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting equivalents, as additional phantom unit credits under the Director's Deferred Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 13:40 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022334 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 9,546.11 Underlying: Common Units Representing Limited Partner Interests · 1,924 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,924 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 2,177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · derivative · entry 7 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Underlying: Common Shares · 2,177 shares Expires not disclosed F3 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2020, subject to the terms of issuance. F3 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2020, subject to the terms of issuance. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 1,387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · derivative · entry 6 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,387 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. F2 · derivative.exercise_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2019. F2 · derivative.expiration_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 1,335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · derivative · entry 5 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,335 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_date: The Restricted Shares vested at the end of a three-year vesting period ending April 1, 2019. F1 · derivative.expiration_date: The Restricted Shares vested at the end of a three-year vesting period ending April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 7 | $68.93 | $482.51 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · nonDerivative · entry 4 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · nonDerivative · entry 3 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 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 |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 7 | $68.93 | $482.51 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · nonDerivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,820 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 16:04 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-19-000044 · wf-form4_155423544017860.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,827 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 |
| March 20, 2019 Filed Mar 21, 2019 21:35 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | OtherDeferred Phantom Units · Derivative | 161.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012703 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 7,622.11 Underlying: Common Units Representing Limited Partner Interests · 161.15 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting equivalents, as additional phantom unit credits under the Director's Deferred Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 21:35 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012703 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 7,460.96 Underlying: Common Units Representing Limited Partner Interests · 1,613 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,613 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 22:44 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | OtherDeferred Phantom Units · Derivative | 125.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036990 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 5,847.96 Underlying: Common Units Representing Limited Partner Interests · 125.71 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting equivalents, as additional phantom unit credits under the Director's Deferred Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 22:44 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036990 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 5,722.25 Underlying: Common Units Representing Limited Partner Interests · 1,820 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,820 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:57 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 4,116 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-18-000121 · wf-form4_154110220892929.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,727 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 100% WILL VEST ON THE FIRST ANNIVERSARY DATE. F3 · price: NOT APPLICABLE. F4 · balance_after: INCLUDES 8,611 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT AS OF NOVEMBER 1, 2018. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 00:05 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | OtherDeferred Phantom Units · Derivative | 63.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-028469 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 3,902.25 Underlying: Common Units Representing Limited Partner Interests · 63.09 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting equivalents, as additional phantom unit credits under the Director's Deferred Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 00:05 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-028469 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 3,839.16 Underlying: Common Units Representing Limited Partner Interests · 1,358 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,358 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 22:29 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | OtherDeferred Phantom Units · Derivative | 29.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021709 · form4.xml · derivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 2,481.16 Underlying: Common Units Representing Limited Partner Interests · 29.16 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · shares: Reflects quarterly crediting equivalents, as additional phantom unit credits under the Director's Deferred Compensation Plan. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 22:29 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021709 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 2,452 Underlying: Common Units Representing Limited Partner Interests · 1,340 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,340 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 1,299 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000058 · wf-form4_152279091932543.xml · derivative · entry 4 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,299 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. F2 · derivative.exercise_date: The Restricted Shares vested, without performance criteria, at the end of a one-year vesting period ending April 1, 2018, subject to the terms of issuance. F2 · derivative.expiration_date: The Restricted Shares vested, without performance criteria, at the end of a one-year vesting period ending April 1, 2018, subject to the terms of issuance. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 1,387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000058 · wf-form4_152279091932543.xml · derivative · entry 3 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387 Underlying: Common Shares · 1,387 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2019, subject to the terms of issuance. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2019, subject to the terms of issuance. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000058 · wf-form4_152279091932543.xml · nonDerivative · entry 2 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 1,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000058 · wf-form4_152279091932543.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,499 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 |
| March 21, 2018 Filed Mar 22, 2018 20:46 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantDeferred Phantom Units · Derivative | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012536 · form4.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 1,112 Underlying: Common Units Representing Limited Partner Interests · 1,112 shares Expires not disclosed F1 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · shares: Total of 1,112 Phantom Units deferred under the SunCoke Energy Partners, L.P. Directors' Deferred Compensation Plan, in a transaction exempt under Rule 16b-3(d). F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 20, 2017 Filed Dec 21, 2017 17:19 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantCommon Units | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035300 · form4.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 1,668 F1 · balance_after: Total of 1668 common units issued pursuant to the SunCoke Energy Partners, L.P. Long Term Performance Enhancement Plan, in a transaction exempt under Rule 16b-3(d). Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 22:32 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 8,611 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-17-000115 · wf-form4_150957556615106.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,611 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 100% WILL VEST ON THE FIRST ANNIVERSARY DATE. F3 · price: NOT APPLICABLE. F4 · balance_after: ALL SHARES ARE RESTRICTED STOCK OWNED BUT NOT YET RELEASED DUE TO FUTURE VESTING REQUIREMENTS. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 23:36 UTC | SunCoke Energy Partners, L.P. SXCP · Entity 156245 | GrantCommon Units | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028356 · form4.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Martha Z. Carnes and Mark S. Carnes TIC Disclosed balance after: 419 F1 · shares: Total of 419 common units issued pursuant to the SunCoke Energy Partners, L.P. Long Term Performance Enhancement Plan, in a transaction exempt under Rule 16b-3(d). Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 09:07 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 1,299 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-17-000055 · wf-form4_149139762008223.xml · derivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 Underlying: Common Shares · 1,299 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2018, subject to the terms of issuance. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period ending April 1, 2018, subject to the terms of issuance. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 17:44 UTC | CORE LABORATORIES N V CLB · Entity 11862 | PurchaseCommon Shares | 200 | $115.20 | $23,040.00 |
DisclosureSEC source: 0001000229-17-000020 · wf-form4_148590263055980.xml · nonDerivative · entry 1 Carnes Martha Z. · CIK 0001678397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 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.