Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENESIS ENERGY LPGEL · Entity 4506 | Vice President | April 14, 2026 | May 13, 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.
GENESIS ENERGY LP
Report date April 14, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security · Expires 2029-04-14 | Direct | 34,965 |
Reported balance
After 2026-04-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-14 · Grant · Acquired 34,965 · Balance 34,965 F1: Each phantom unit is the economic equivalent of one common unit. The phantom units will be paid in cash based on the closing price of the common units on the vesting date (or, if the vesting date is not a trading day, on the immediately preceding trading day). F2: Award includes tandem distribution equivalent rights to receive an amount in cash concurrently with and equal to the quarterly per common unit cash distribution made by the issuer multiplied by the number of unvested phantom units. F3: The reporting person was granted an award of 34,965 phantom units on April 14, 2026 that will vest fully on April 14, 2029, the third anniversary of the grant date, provided that the reporting person is still employed by the issuer on such vesting date, subject to earlier vesting upon certain events specified in the recipient's award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit is the economic equivalent of one common unit. The phantom units will be paid in cash based on the closing price of the common units on the vesting date (or, if the vesting date is not a trading day, on the immediately preceding trading day).
F2: Award includes tandem distribution equivalent rights to receive an amount in cash concurrently with and equal to the quarterly per common unit cash distribution made by the issuer multiplied by the number of unvested phantom units.
F3: The reporting person was granted an award of 34,965 phantom units on April 14, 2026 that will vest fully on April 14, 2029, the third anniversary of the grant date, provided that the reporting person is still employed by the issuer on such vesting date, subject to earlier vesting upon certain events specified in the recipient's award agreement.
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 14, 2026 Filed May 13, 2026 21:14 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 34,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001632976-26-000002 · wk-form4_1778706845.xml · derivative · entry 1 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,965 Underlying: Common Units - Class A · 34,965 shares Expires 2029-04-14 F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit. The phantom units will be paid in cash based on the closing price of the common units on the vesting date (or, if the vesting date is not a trading day, on the immediately preceding trading day). F2 · derivative.exercise_price: Award includes tandem distribution equivalent rights to receive an amount in cash concurrently with and equal to the quarterly per common unit cash distribution made by the issuer multiplied by the number of unvested phantom units. F3 · shares: The reporting person was granted an award of 34,965 phantom units on April 14, 2026 that will vest fully on April 14, 2029, the third anniversary of the grant date, provided that the reporting person is still employed by the issuer on such vesting date, subject to earlier vesting upon certain events specified in the recipient's award agreement. F1 · price: Each phantom unit is the economic equivalent of one common unit. The phantom units will be paid in cash based on the closing price of the common units on the vesting date (or, if the vesting date is not a trading day, on the immediately preceding trading day). F2 · price: Award includes tandem distribution equivalent rights to receive an amount in cash concurrently with and equal to the quarterly per common unit cash distribution made by the issuer multiplied by the number of unvested phantom units. F3 · derivative.underlying_shares: The reporting person was granted an award of 34,965 phantom units on April 14, 2026 that will vest fully on April 14, 2029, the third anniversary of the grant date, provided that the reporting person is still employed by the issuer on such vesting date, subject to earlier vesting upon certain events specified in the recipient's award agreement. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 14:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | PurchaseCommon Units - Class A | 2,000 | $9.73 | $19,460.00 |
DisclosureSEC source: 0001022321-20-000034 · wf-form4_158324496210190.xml · nonDerivative · entry 2 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 14:16 UTC | GENESIS ENERGY LP GEL · Entity 4506 | SaleCommon Units - Class A | 2,000 | $9.32 | $18,640.00 |
DisclosureSEC source: 0001022321-20-000034 · wf-form4_158324496210190.xml · nonDerivative · entry 1 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 F1 · price: On February 28, 2020 a sale of 2,000 of the issuer's common units was processed in Mr. Alexander's brokerage account without his knowledge. Upon discovery of this sale, Mr. Alexander re-purchased the common units. Read SEC document |
| December 04, 2017 Filed Dec 5, 2017 18:23 UTC | GENESIS ENERGY LP GEL · Entity 4506 | PurchaseCommon Units - Class A | 5,500 | $22.66 | $124,630.00 |
DisclosureSEC source: 0001022321-17-000151 · wf-form4_151249820914053.xml · nonDerivative · entry 1 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,500 Read SEC document |
| April 11, 2017 Filed Apr 13, 2017 19:54 UTC | GENESIS ENERGY LP GEL · Entity 4506 | GrantPhantom Units · Derivative | 22,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000063 · wf-form4_149211327653551.xml · derivative · entry 1 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,519 Underlying: Common Units - Class A · 22,908 shares Expires 2020-04-11 F1 · derivative.exercise_price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F2 · derivative.exercise_price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be paid quarterly on the number of units corresponding to the number of units in the initial grant. F3 · shares: Award will vest as follows: (a) if the quarterly distribution on the common units is less than $0.75 per unit for the fourth quarter of 2019 (which would be paid in the first quarter of 2020), all of the phantom units granted will be forfeited; (b) if the quarterly distribution on the common units for the fourth quarter of 2019 is $0.75 per unit, 50% of the phantom units granted will vest and the remainder will be forfeited; (c) if the distribution on the common units for the fourth quarter of 2019 is $0.80 per unit, 100% of the phantom units granted will vest; and (d) if the distribution on the common units for the fourth quarter of 2019 is $0.85 per unit or greater, 150% of the phantom units granted will vest. Should the quarterly distribution on the common units for the fourth quarter of 2019 be between the range of $0.75 per unit and $0.85 per unit, the phantom units will vest between 50% and 150% of the number granted on a pro rata basis. F1 · price: The phantom units will be paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the vesting date. F2 · price: Award includes tandem distribution equivalent rights pursuant to which the quarterly distributions paid by the partnership on each Common Unit - Class A will be paid quarterly on the number of units corresponding to the number of units in the initial grant. F3 · derivative.underlying_shares: Award will vest as follows: (a) if the quarterly distribution on the common units is less than $0.75 per unit for the fourth quarter of 2019 (which would be paid in the first quarter of 2020), all of the phantom units granted will be forfeited; (b) if the quarterly distribution on the common units for the fourth quarter of 2019 is $0.75 per unit, 50% of the phantom units granted will vest and the remainder will be forfeited; (c) if the distribution on the common units for the fourth quarter of 2019 is $0.80 per unit, 100% of the phantom units granted will vest; and (d) if the distribution on the common units for the fourth quarter of 2019 is $0.85 per unit or greater, 150% of the phantom units granted will vest. Should the quarterly distribution on the common units for the fourth quarter of 2019 be between the range of $0.75 per unit and $0.85 per unit, the phantom units will vest between 50% and 150% of the number granted on a pro rata basis. Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 18:27 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionPhantom Units · Derivative | 5,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000051 · wf-form4_149193523955821.xml · derivative · entry 3 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,611 Underlying: Common Units - Class A · 5,555 shares Expires 2017-04-08 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. F3 · derivative.exercise_price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F3 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 18:27 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Disposition to issuerCommon Units - Class A | 7,222 | $32.52 | $234,859.44 |
DisclosureSEC source: 0001022321-17-000051 · wf-form4_149193523955821.xml · nonDerivative · entry 2 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Pursuant to the terms of the 2014 phantom unit award, because the quarterly distribution on the common units for the fourth quarter of 2016 was $0.70 per unit or greater, 40% of the phantom units awarded vested at 100% and 60% of the phantom units awarded vested at 150%. F2 · acquired: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 18:27 UTC | GENESIS ENERGY LP GEL · Entity 4506 | Exercise / conversionCommon Units - Class A | 7,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001022321-17-000051 · wf-form4_149193523955821.xml · nonDerivative · entry 1 alexander Richard R · CIK 0001632976 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,222 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 · shares: Pursuant to the terms of the 2014 phantom unit award, because the quarterly distribution on the common units for the fourth quarter of 2016 was $0.70 per unit or greater, 40% of the phantom units awarded vested at 100% and 60% of the phantom units awarded vested at 150%. F3 · price: Upon vesting, the phantom units were paid in cash based on the average closing price of the Common Units - Class A for the 20 trading days immediately prior to the date of vesting. F2 · acquired: The payment of the phantom units in cash is deemed to be a disposition of the phantom units in exchange for the acquisition of the underlying Common Units - Class A and a simultaneous disposition of the underlying Common Units - Class A to the issuer. 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.