Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marathon Petroleum CorpMPC · Entity 2903 | Director | April 01, 2025 | April 03, 2025 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | May 01, 2026 | May 05, 2026 |
| Summit Midstream Partners, LPSMLP · Entity 88532 | Director · See Remarks. | March 15, 2018 | March 16, 2018 |
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.
Marathon Petroleum Corp
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,232.905 |
Reported balance
After 2025-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 93.586 · Balance 28,232.905 F1: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025. F2: Includes 115.894 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025.
F2: Includes 115.894 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 53,196.6079 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,246 · Balance 53,196.6079 F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors. F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors.
F2: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service.
F3: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date.
F4: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
Summit Midstream Partners, LP
Report date March 15, 2018 · Filed March 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Units (DCP)SEC Table II · derivative / convertible security | Direct | 5,245 |
Reported balance
After 2018-03-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-15 · Grant · Acquired 5,245 · Balance 5,245 F1: Under the terms of the Summit Midstream Partners, LLC Deferred Compensation Plan (DCP), the Reporting Person has elected to defer her annual equity retainer, and will be entitled to a distribution in Common Units of SMLP in respect of all Phantom Units in the Reporting Person's account on a one-to-one basis following the Reporting Person's termination of services as a director of the General Partner. The Reporting Person is entitled to distribution equivalent rights for each Phantom Unit, providing for payment equal to the accrued distributions form and after the grant date of the Phantom Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the terms of the Summit Midstream Partners, LLC Deferred Compensation Plan (DCP), the Reporting Person has elected to defer her annual equity retainer, and will be entitled to a distribution in Common Units of SMLP in respect of all Phantom Units in the Reporting Person's account on a one-to-one basis following the Reporting Person's termination of services as a director of the General Partner. The Reporting Person is entitled to distribution equivalent rights for each Phantom Unit, providing for payment equal to the accrued distributions form and after the grant date of the Phantom Units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANDEAVOR LLC
Report date October 01, 2018 · Filed October 02, 2018
Section 16 reporting ended · disclosed 2018-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-10-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-08-29 · Gift · Disposed 324 · Balance 8,449 Row 2 · 2018-09-07 · Gift · Disposed 260 · Balance 8,189 Row 3 · 2018-09-24 · Gift · Disposed 485 · Balance 7,704 Row 4 · 2018-10-01 · Disposition to issuer · Disposed 7,704 · Balance 0 F1: Includes 1,145 restricted stock units. F2: Pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares, and each restricted stock unit was accelerated and cancelled in exchange for $152.27 in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-10-01 · Disposition to issuer · Disposed 4,695 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,145 restricted stock units.
F2: Pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares, and each restricted stock unit was accelerated and cancelled in exchange for $152.27 in cash.
F3: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash.
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 01, 2026 Filed May 5, 2026 19:16 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,246 | $80.15 | $180,016.90 |
DisclosureSEC source: 0001225208-26-004935 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,196.6079 Underlying: Common Stock · 2,246 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation PlanFor Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| May 01, 2025 Filed May 2, 2025 18:54 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,289 | $78.66 | $180,052.74 |
DisclosureSEC source: 0001225208-25-004582 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,393.6999 Underlying: Common Stock · 2,289 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:53 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 93.586 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050694 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,232.905 F1 · shares: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025. F2 · balance_after: Includes 115.894 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 12:43 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 294.19 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001693 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,023.425 F1 · balance_after: Includes 102.152 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 14:43 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 251.025 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-112108 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,627.083 F1 · balance_after: Includes 83.853 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 13:41 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 225.27 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081108 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,292.205 F1 · balance_after: Includes 77.228 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:03 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,579 | $69.81 | $180,039.99 |
DisclosureSEC source: 0001225208-24-005493 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,734.7899 Underlying: Common Stock · 2,579 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 12:32 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 192.628 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040695 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,989.707 F1 · balance_after: Includes 73.008 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 18:09 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 258.434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001650 · ownership.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,724.071 F1 · balance_after: Includes 90.073 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 16:33 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 262.465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051809 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,375.564 F1 · balance_after: Includes 74.813 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 16:29 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 334.992 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040824 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,038.286 F1 · balance_after: Includes 99.673 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 01, 2023 Filed May 2, 2023 22:56 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,851 | $63.14 | $180,012.14 |
DisclosureSEC source: 0001225208-23-005274 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,577.7389 Underlying: Common Stock · 2,851 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 15:38 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 290.29 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023172 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,603.621 F1 · balance_after: Includes 84.938 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 14:33 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 354.986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001550 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,228.393 F1 · balance_after: Includes 95.145 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:02 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 383.063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052673 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,778.262 F1 · balance_after: Includes 79.195 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 19:44 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 466.087 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040528 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,316.004 F1 · balance_after: Includes 70.184 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 02, 2022 Filed May 4, 2022 13:20 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,615 | $68.85 | $180,042.75 |
DisclosureSEC source: 0001225208-22-006420 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,360.5249 Underlying: Common Stock · 2,615 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 15:01 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 464.273 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022791 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,779.733 F1 · balance_after: Includes 93.420 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:38 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 599.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001609 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,222.04 F1 · balance_after: Includes 107.864 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:14 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 619.493 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059239 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,514.496 F1 · balance_after: Includes 113.325 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 22:22 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 642.647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045163 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,781.678 F1 · balance_after: Includes 94.846 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,121 | $63.65 | $135,001.65 |
DisclosureSEC source: 0001225208-21-007500 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,646.6039 Underlying: Common Stock · 2,121 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 11:12 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 705.645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-024938 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,044.185 F1 · balance_after: Includes 95.435 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:32 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 966.258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002095 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,243.105 F1 · balance_after: Includes 112.407 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 19:21 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,420.967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053537 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,164.44 F1 · balance_after: Includes 132.986 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 17:31 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,103.559 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040914 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,610.487 F1 · balance_after: Includes 85.124 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 01, 2020 Filed May 5, 2020 01:33 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,733 | $49.41 | $135,037.53 |
DisclosureSEC source: 0001225208-20-007053 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,422.8329 Underlying: Common Stock · 2,733 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:08 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 1,886.679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022995 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,421.804 F1 · balance_after: Includes 63.868 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 15:12 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 636.004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001522 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,471.257 F1 · balance_after: Includes 28.337 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:18 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 652.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052150 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,806.916 F1 · balance_after: Includes 23.94 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 13:02 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 714.351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040655 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,130.856 F1 · balance_after: Includes 19.200 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 01, 2019 Filed May 2, 2019 21:12 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,297 | $58.78 | $135,017.66 |
DisclosureSEC source: 0001225208-19-007608 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,756.6951 Underlying: Common Stock · 2,297 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:09 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 644.963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023067 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,397.305 F1 · balance_after: Includes 9.604 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:28 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 660.211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002248 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,742.738 F1 · balance_after: Includes 3.089 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 21:36 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Disposition to issuerRestricted Stock Units · Derivative | 4,695 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-025938 · doc4.xml · derivative · entry 5 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,695 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash. F3 · price: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time, each restricted stock unit for which the reporting person had previously elected to defer distribution was accelerated and cancelled in exchange for $152.27 in cash. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 21:36 UTC | ANDEAVOR LLC ANDV · Entity 143162 | Disposition to issuerCommon Stock | 7,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-025938 · doc4.xml · nonDerivative · entry 4 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 1,145 restricted stock units. F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of April 29, 2018, by and among the Issuer, Marathon Petroleum Corporation ("MPC"), Mahi Inc. and Mahi LLC (as amended, the "Merger Agreement"), at the effective time, each outstanding share of the Issuer's common stock was cancelled and became exchangeable for, at the holder's election, either $152.27 in cash or 1.87 shares of MPC common stock, subject to an allocation and proration whereby the outstanding shares of Issuer's common stock would be exchanged for approximately $3.5 billion in cash with the balance of shares exchanged for MPC shares, and each restricted stock unit was accelerated and cancelled in exchange for $152.27 in cash. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 23:35 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 409.438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-054146 · doc4.xml · nonDerivative · entry 2 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079.438 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 23:35 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 10,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-054146 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,670 F1 · price: Received in exchange for 6,559 shares of Andeavor common stock in connection with the merger of Mahi Inc., a wholly owned subsidiary of the Issuer, with and into Andeavor on October 1, 2018, with Andeavor as the surviving entity (the "Merger"). F2 · price: In connection with the Merger, holders of Andeavor common stock elected to receive, per share of Andeavor common stock, 1.87 shares of Issuer common stock or $152.27 in cash, subject to allocation and proration provisions set forth in the merger agreement, with cash paid in lieu of fractional shares. On the effective date of the Merger, the closing price of Issuer common stock was $82.43 per share. F3 · price: All reported amounts are estimated as of October 3, 2018 based on preliminary information with respect to the Merger and such cash/stock elections. Final amounts will be reported in a subsequent filing. Read SEC document |
| September 24, 2018 Filed Oct 2, 2018 21:36 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GiftCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-025938 · doc4.xml · nonDerivative · entry 3 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,704 Read SEC document |
| September 07, 2018 Filed Oct 2, 2018 21:36 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GiftCommon Stock | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-025938 · doc4.xml · nonDerivative · entry 2 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,189 Read SEC document |
| August 29, 2018 Filed Oct 2, 2018 21:36 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GiftCommon Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-025938 · doc4.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,449 Read SEC document |
| May 04, 2018 Filed May 9, 2018 07:06 UTC | ANDEAVOR LLC ANDV · Entity 143162 | GrantCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-18-000119 · wf-form4_152586394613484.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,773 F1 · security: Annual non-employee director restricted stock unit award granted under the Issuer's 2018 Long-Term Incentive Plan. The restricted stock units are scheduled to vest on the first anniversary of the grant date. Read SEC document |
| May 01, 2018 Filed May 2, 2018 18:59 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 2,604 | $51.86 | $135,043.44 |
DisclosureSEC source: 0001225208-18-008494 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,659.6564 Underlying: Common Stock · 2,604 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 21:23 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantPhantom Units (DCP) · Derivative | 5,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020285 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director · See Remarks. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,245 Underlying: Common Units · 5,245 shares Expires not disclosed F1 · derivative.exercise_price: Under the terms of the Summit Midstream Partners, LLC Deferred Compensation Plan (DCP), the Reporting Person has elected to defer her annual equity retainer, and will be entitled to a distribution in Common Units of SMLP in respect of all Phantom Units in the Reporting Person's account on a one-to-one basis following the Reporting Person's termination of services as a director of the General Partner. The Reporting Person is entitled to distribution equivalent rights for each Phantom Unit, providing for payment equal to the accrued distributions form and after the grant date of the Phantom Units. F1 · derivative.exercise_date: Under the terms of the Summit Midstream Partners, LLC Deferred Compensation Plan (DCP), the Reporting Person has elected to defer her annual equity retainer, and will be entitled to a distribution in Common Units of SMLP in respect of all Phantom Units in the Reporting Person's account on a one-to-one basis following the Reporting Person's termination of services as a director of the General Partner. The Reporting Person is entitled to distribution equivalent rights for each Phantom Unit, providing for payment equal to the accrued distributions form and after the grant date of the Phantom Units. F1 · derivative.expiration_date: Under the terms of the Summit Midstream Partners, LLC Deferred Compensation Plan (DCP), the Reporting Person has elected to defer her annual equity retainer, and will be entitled to a distribution in Common Units of SMLP in respect of all Phantom Units in the Reporting Person's account on a one-to-one basis following the Reporting Person's termination of services as a director of the General Partner. The Reporting Person is entitled to distribution equivalent rights for each Phantom Unit, providing for payment equal to the accrued distributions form and after the grant date of the Phantom Units. Read SEC document |
| May 04, 2017 Filed May 8, 2017 19:04 UTC | ANDEAVOR LLC TSO · Entity 143162 | GrantCommon Stock | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000050104-17-000115 · wf-form4_149428464713626.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,628 F1 · security: Annual non-employee director restricted stock unit award granted under the Amended and Restated Tesoro Corporation 2011 Long-Term Incentive Plan. The restricted stock units, along with their accrued dividend equivalent rights, will vest on the first anniversary of the grant date. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:43 UTC | PUBLIC SERVICE ENTERPRISE GROUP INC PEG · Entity 203 | GrantRestricted Stock Units · Derivative | 3,089 | $43.71 | $135,020.19 |
DisclosureSEC source: 0001225208-17-009052 · doc4.xml · derivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,302.3148 Underlying: Common Stock · 3,089 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert to common stock on a one-for-one basis. Restricted Stock Units represent the share equivalent of amount granted, with payment deferred, under the Equity Compensation Plan For Directors. F2 · kind: Restricted Stock Units are subject to forfeiture if a director leaves service and are paid in shares of common stock after termination of service. F3 · derivative.exercise_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F3 · derivative.expiration_date: The derivative, Restricted Stock Units, do not have a corresponding exercisable date nor expiration date. F4 · balance_after: Includes accrued dividend equivalent unit reinvestment, including amounts previously accrued but not reflected in the total shown in previous filings. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 16:59 UTC | Summit Midstream Partners, LP SMLP · Entity 88532 | GrantCommon Units (Limited Partner Interests) | 3,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001558304-17-000020 · wf-form4_148976994194204.xml · nonDerivative · entry 1 TOMASKY SUSAN · CIK 0001186315 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,463 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.