Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPCPK · Entity 4195 | Senior VP · Chief Transformation Officer | February 24, 2026 | May 15, 2026 |
| Energy Transfer Operating, L.P.SXL · Entity 143732 | Controller and CAO | December 12, 2016 | December 14, 2016 |
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.
CHESAPEAKE UTILITIES CORP
Report date February 24, 2026 · Filed May 15, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,419 |
Reported balance
After 2026-02-24 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-24 · Tax withholding · Disposed 973 · Balance 4,419 F1: As reported on February 26, 2026, 2,866 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 1,893 shares were issued to the reporting individual, 0 deferred stock units were granted and 973 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (1,893 shares issued to the reporting individual + 0 deferred stock units +973 shares to cover the tax liability = 2,866 total shares comprising the incentive award). |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 204 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 204 |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on February 26, 2026, 2,866 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 1,893 shares were issued to the reporting individual, 0 deferred stock units were granted and 973 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (1,893 shares issued to the reporting individual + 0 deferred stock units +973 shares to cover the tax liability = 2,866 total shares comprising the incentive award).
Energy Transfer Operating, L.P.
Report date December 12, 2016 · Filed December 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security | Direct | 49,535 |
Reported balance
After 2016-12-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-12-12 · Grant · Acquired 19,197 · Balance 49,535 F1: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL. F2: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. |
| Common UnitsSEC Table I · non-derivative | Direct | 29,014 |
Reported balance
Holding disclosure · report date 2016-12-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 29,014 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL.
F2: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting.
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 24, 2026 Filed Feb 26, 2026 23:55 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 2,866 | $135.05 | $387,053.30 |
DisclosureSEC source: 0001441025-26-000003 · wk-form4_1772150100.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,392 F1 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. F2 · balance_after: Includes 14 shares that were acquired for the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| February 24, 2026 Filed May 15, 2026 14:40 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 973 | $135.05 | $131,403.65 |
DisclosureSEC source: 0001441025-26-000005 · wk-form4a_1778856042.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,419 F1 · shares: As reported on February 26, 2026, 2,866 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 1,893 shares were issued to the reporting individual, 0 deferred stock units were granted and 973 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (1,893 shares issued to the reporting individual + 0 deferred stock units +973 shares to cover the tax liability = 2,866 total shares comprising the incentive award). Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 1,642 | $126.58 | $207,844.36 |
DisclosureSEC source: 0000019745-25-000020 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,949 F1 · balance_after: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. F2 · balance_after: Includes 7 shares that were acquired for the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| February 26, 2025 Filed Jun 23, 2025 22:20 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 476 | $126.58 | $60,252.08 |
DisclosureSEC source: 0000019745-25-000034 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,473 F1 · shares: As reported on February 28, 2025, 1,642 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 1,166 shares were issued to the reporting individual and 476 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award 1,166 shares issued to the reporting individual + 476 shares to cover the tax liability = 1,642 total shares comprising the incentive award). Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 01:14 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 737 | $105.02 | $77,399.74 |
DisclosureSEC source: 0000019745-24-000025 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,565 F1 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. F2 · balance_after: Includes 5 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| February 20, 2024 Filed Aug 16, 2024 22:09 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 287 | $105.02 | $30,140.74 |
DisclosureSEC source: 0000019745-24-000042 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,278 F1 · shares: As reported on February 22, 2024, 737 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 450 shares were issued to the reporting individual and 287 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (450 shares issued to the reporting individual + 287 shares to cover the tax liability = 737 total shares comprising the incentive award). Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 19:44 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 1,178 | $123.60 | $145,600.80 |
DisclosureSEC source: 0000019745-23-000022 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,178 F1 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. Read SEC document |
| February 22, 2023 Filed Dec 22, 2023 21:40 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 365 | $123.60 | $45,114.00 |
DisclosureSEC source: 0000019745-23-000044 · primary_doc.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Senior VP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813 F1 · shares: As reported on February 22, 2023, 1,178 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 813 shares were issued to the reporting individual and 365 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (813 shares issued to the reporting individual + 365 shares to cover the tax liability = 1,178 total shares comprising the incentive award). Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:28 UTC | Energy Transfer Operating, L.P. SXL · Entity 143732 | GrantRestricted Units · Derivative | 19,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155289 · doc4.xml · derivative · entry 2 Galtman Michael D · CIK 0001441025 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,535 Underlying: Common Units · 19,197 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL. F2 · derivative.exercise_date: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. F2 · derivative.expiration_date: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:52 UTC | Energy Transfer Operating, L.P. SXL · Entity 143732 | Exercise / conversionRestricted Units · Derivative | 7,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154004 · doc4.xml · derivative · entry 3 Galtman Michael D · CIK 0001441025 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,338 Underlying: Common Units · 7,520 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 Restricted Unit represents a contingent right to receive one Common Unit of SXL. F2 · derivative.exercise_date: Not applicable. F2 · derivative.expiration_date: Not applicable. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:52 UTC | Energy Transfer Operating, L.P. SXL · Entity 143732 | Tax withholdingCommon Units | 2,294 | $23.71 | $54,395.33 |
DisclosureSEC source: 0001209191-16-154004 · doc4.xml · nonDerivative · entry 2 Galtman Michael D · CIK 0001441025 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,514 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:52 UTC | Energy Transfer Operating, L.P. SXL · Entity 143732 | Exercise / conversionCommon Units | 7,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154004 · doc4.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,808 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 |
| December 05, 2016 Filed Dec 14, 2016 21:25 UTC Amendment | Energy Transfer Operating, L.P. SXL · Entity 143732 | Tax withholdingCommon Units | 2,794 | $23.71 | $66,251.33 |
DisclosureSEC source: 0001209191-16-155286 · doc4a.xml · nonDerivative · entry 1 Galtman Michael D · CIK 0001441025 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,014 F1 · shares: The reporting person is amending the Form 4 originally filed on 12/07/2016 to correct the number of units withheld for the payment of taxes previously reported incorrectly. 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.