Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PBF Energy Inc.PBF · Entity 3588 | Director | April 28, 2026 | April 30, 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.
PBF Energy Inc.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 88,114 |
Ending reported balance
After 2026-04-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-28 · Grant · Acquired 4,231 · Balance 89,489 F1: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan, as amended. Row 2 · 2026-04-28 · Tax withholding · Disposed 1,375 · Balance 88,114 |
Filing footnotes · ownership attribution and instrument terms
F1: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan, as amended.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PBF Logistics LP
Report date December 31, 2019 · Filed January 02, 2020
Section 16 reporting ended · disclosed 2020-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Unit representing limited partner interestsSEC Table I · non-derivative | Direct | 27,266 |
Reported balance
After 2019-12-31 transaction · row 1
1 source rowRow 1 · 2019-12-31 · Exercise / conversion · Acquired 5,430 · Balance 27,266 |
| Phantom UnitSEC Table II · derivative / convertible security · Expires 2019-12-31 | Direct | 0 |
Reported balance
After 2019-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-31 · Exercise / conversion · Disposed 5,430 · Balance 0 F1: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash.
Western Refining, Inc.
Report date June 01, 2017 · Filed June 02, 2017
Section 16 reporting ended · disclosed 2017-06-02. 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 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Disposition to issuer · Disposed 6,428 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-01 · Disposition to issuer · Disposed 11,465 · Balance 0 F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-01 · Disposition to issuer · Disposed 14,709 · Balance 0 F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration.
F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 13:53 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 1,375 | $41.37 | $56,883.75 |
DisclosureSEC source: 0001193125-26-196165 · ownership.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,114 Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 13:53 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 4,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-196165 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,489 F1 · kind: Constitutes restricted stock issued under the PBF Energy Inc. 2025 Equity Incentive Plan, as amended. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 15:57 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 3,441 | $34.38 | $118,301.58 |
DisclosureSEC source: 0001193125-26-066913 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,258 Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 18:28 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 5,272 | $26.64 | $140,446.08 |
DisclosureSEC source: 0001193125-25-323167 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,699 Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 17:00 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 3,184 | $33.44 | $106,472.96 |
DisclosureSEC source: 0001193125-25-256606 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,971 Read SEC document |
| October 03, 2025 Filed Oct 6, 2025 17:58 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 1,632 | $30.52 | $49,808.64 |
DisclosureSEC source: 0001193125-25-232154 · ownership.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,155 Read SEC document |
| October 03, 2025 Filed Oct 6, 2025 17:58 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-232154 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,787 F1 · kind: Constitutes restricted stock issued to non-employee director under the PBF Energy Inc. 2025 Equity Incentive Plan. Read SEC document |
| February 21, 2025 Filed Feb 27, 2025 17:21 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,791 | $23.20 | $64,751.20 |
DisclosureSEC source: 0000950170-25-029246 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,442 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 16:17 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 30,913 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137898 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,233 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| October 27, 2024 Filed Oct 29, 2024 17:23 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 3,184 | $32.18 | $102,461.12 |
DisclosureSEC source: 0000950170-24-118373 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,320 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:51 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,400 | $47.22 | $113,328.00 |
DisclosureSEC source: 0000950170-24-019683 · ownership.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,504 Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 15:37 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 18,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053925 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,904 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 17:00 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 21,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011717 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Senior Vice President, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,235 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan, as amended. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 18:36 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 7,361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-043838 · form4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,766 F1 · price: Pursuant to the Agreement and Plan of Merger dated as of July 27, 2022 (the "Merger Agreement"), by and among PBF Energy Inc. ("PBF Energy"), PBF Energy Company LLC ("PBF LLC"), PBFX Holdings Inc. ("PBFX Holdings"), Riverlands Merger Sub LLC ("Merger Sub"), PBF Logistics LP ("PBFX") and PBF Logistics GP LLC, on November 30, 2022, Merger Sub merged with and into PBFX, with PBFX surviving the merger as an indirect subsidiary of PBF Energy, owned 99% by PBF LLC and 1% by PBFX Holdings (the "Merger"). At the effective time of the Merger (the "Effective Time"), each outstanding common unit representing limited partner interests in PBFX (the "PBFX Common Units") held by the Reporting Person converted into the right to receive: (i) 0.270 of a share of PBF Energy common stock, par value $0.001 per share, and (ii) $9.25 in cash Read SEC document |
| May 26, 2022 Filed May 31, 2022 15:48 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 1,394 | $31.37 | $43,729.78 |
DisclosureSEC source: 0001209191-22-032790 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,405 Read SEC document |
| May 26, 2022 Filed May 31, 2022 15:48 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 5,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032790 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,799 F1 · kind: Constitutes restricted stock issued under the Amended and Restated 2017 Equity Incentive Plan. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 16:40 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 2,711 | $16.13 | $43,728.43 |
DisclosureSEC source: 0001209191-21-036861 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,539 Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 16:40 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 10,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036861 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,250 F1 · kind: Constitutes restricted stock under the Amended and Restated 2017 Equity Incentive Plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:32 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 4,571 | $9.58 | $43,790.18 |
DisclosureSEC source: 0001209191-20-041169 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,020 Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 18:32 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 17,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041169 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,591 F1 · security: Constitutes restricted stock under the Amended and Restated 2017 Equity Incentive Plan. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 12:20 UTC | PBF Energy Inc. PBF · Entity 3588 | Tax withholdingClass A Common Stock | 494 | $31.37 | $15,496.78 |
DisclosureSEC source: 0001209191-20-000618 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 12:20 UTC | PBF Energy Inc. PBF · Entity 3588 | GrantClass A Common Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000618 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,861 F1 · security: Constitutes restricted stock under the Amended and Restated 2017 Equity Incentive Plan. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 17:51 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 5,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-000410 · doc4.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Unit representing LP interest · 5,430 shares Expires 2019-12-31 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 phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 17:51 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Unit representing limited partner interests | 5,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000410 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,266 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 28, 2019 Filed Dec 31, 2019 13:13 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 604 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-062217 · doc4.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,208 Underlying: Common Unit representing LP interest · 604 shares Expires 2019-12-28 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 phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest in two equal annual installments beginning on December 28, 2020. Read SEC document |
| December 28, 2019 Filed Dec 31, 2019 13:13 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Unit representing limited partner interests | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062217 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,836 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 |
| August 19, 2019 Filed Aug 20, 2019 09:00 UTC | PBF Logistics LP PBFX · Entity 121968 | PurchaseCommon Unit representing limited partner interest | 3,500 | $19.85 | $69,475.00 |
DisclosureSEC source: 0001209191-19-046751 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,232 Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 09:00 UTC | PBF Logistics LP PBFX · Entity 121968 | PurchaseCommon Unit representing limited partner interest | 1,500 | $19.64 | $29,466.75 |
DisclosureSEC source: 0001209191-19-046751 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,732 Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:26 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantCommon Unit representing limited partner interest | 5,000 | $20.15 | $100,750.00 |
DisclosureSEC source: 0001209191-19-032059 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,232 Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:26 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantCommon Unit representing limited partner interest | 5,000 | $20.20 | $100,980.00 |
DisclosureSEC source: 0001209191-19-032059 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,232 Read SEC document |
| May 01, 2019 Filed May 3, 2019 18:01 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-027510 · doc4.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885 Underlying: Common Unit representing LP interest · 628 shares Expires 2019-05-01 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 phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest in three equal annual installments beginning on May 1, 2020. Read SEC document |
| May 01, 2019 Filed May 3, 2019 18:01 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Unit representing limited partner interest | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027510 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,232 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 29, 2019 Filed May 1, 2019 17:14 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 2,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026814 · doc4.xml · derivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,337 Underlying: Common Unit representing LP interest · 2,337 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal annual installments beginning on April 29, 2020. F2 · derivative.expiration_date: The phantom units will vest in four equal annual installments beginning on April 29, 2020. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 13:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionPhantom Unit · Derivative | 604 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-000087 · doc4.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812 Underlying: Common Unit representing LP interest · 604 shares Expires 2018-12-28 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 phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F1 · price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · balance_after: The remaining phantom units will vest in three equal annual installments beginning on December 28, 2019. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 13:37 UTC | PBF Logistics LP PBFX · Entity 121968 | Exercise / conversionCommon Units representing limited partnership interests | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000087 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,604 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 |
| May 01, 2018 Filed May 3, 2018 17:12 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 2,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027710 · doc4.xml · derivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513 Underlying: Common Unit representing LP interest · 2,513 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal annual installments beginning on May 1, 2019. F2 · derivative.expiration_date: The phantom units will vest in four equal annual installments beginning on May 1, 2019. Read SEC document |
| December 28, 2017 Filed Dec 28, 2017 17:25 UTC | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067594 · doc4.xml · derivative · entry 1 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Unit representing LP interest · 2,416 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal annual installments beginning on December 28, 2018. F2 · derivative.expiration_date: The phantom units will vest in four equal annual installments beginning on December 28, 2018. Read SEC document |
| December 28, 2017 Filed Jan 3, 2018 13:41 UTC Amendment | PBF Logistics LP PBFX · Entity 121968 | GrantPhantom Unit · Derivative | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000640 · doc4a.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Unit representing LP interest · 2,416 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom unit with distribution equivalent rights ("DER"), represents a contingent right to receive one common unit representing a limited partner interest in the Issuer or, at the election of the Board of Directors of PBF Logistics GP LLC, cash or a combination of the two. DERs shall be settled in cash. F2 · derivative.exercise_date: The phantom units will vest in four equal annual installments beginning on December 28, 2018. F2 · derivative.expiration_date: The phantom units will vest in four equal annual installments beginning on December 28, 2018. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:21 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerPhantom Stock · Derivative | 14,709 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005368 · dp76900_4-davis.xml · derivative · entry 3 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,709 shares Expires not disclosed F2 · price: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:21 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerRestricted Share Units · Derivative | 11,465 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005368 · dp76900_4-davis.xml · derivative · entry 2 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,465 shares Expires not disclosed F2 · price: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:21 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerCommon Stock | 6,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-17-005368 · dp76900_4-davis.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:38 UTC | Western Refining, Inc. WNR · Entity 143163 | GrantRestricted Share Units · Derivative | 11,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004886 · doc4.xml · derivative · entry 1 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,465 Underlying: Common Stock · 11,465 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit ("RSU") represents a contingent right to receive one share of WNR common stock or, at the election of the Compensation Committee of WNR's Board of Directors (the "Board"), the cash value thereof. The RSUs were issued as compensation for services as an officer. F2 · shares: 11,465 RSUs were awarded pursuant to an RSU Award Agreement (the "2017 RSU Award"). These RSUs were awarded to the reporting person as compensation for services as an officer. F3 · derivative.exercise_date: The 2017 RSU Award vests ratably on January 17, 2018, January 16, 2019, and January 15, 2020. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but not later than December 31 of the year in which such vesting date occurs. F3 · derivative.expiration_date: The 2017 RSU Award vests ratably on January 17, 2018, January 16, 2019, and January 15, 2020. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but not later than December 31 of the year in which such vesting date occurs. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:30 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionPhantom Stock · Derivative | 10,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000446 · doc4.xml · derivative · entry 3 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,709 Underlying: Common Stock · 10,017 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. F3 · derivative.exercise_price: These shares of phantom stock represent a contingent right to receive one share of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof. These shares of phantom stock were issued as compensation for services as an officer of Issuer. F4 · derivative.exercise_date: These shares of phantom stock vested on December 30, 2016. F4 · derivative.expiration_date: These shares of phantom stock vested on December 30, 2016. F5 · balance_after: This number of derivative securities include (a) 5,325 phantom stock shares that remain outstanding pursuant to a phantom stock award granted on June 23, 2016, and (b) 9,384 phantom stock shares that remain outstanding pursuant to a phantom stock award granted on June 23, 2016. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:30 UTC | Western Refining, Inc. WNR · Entity 143163 | Tax withholdingCommon Stock | 4,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000446 · doc4.xml · nonDerivative · entry 2 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,428 F2 · shares: These shares of common stock were issuable upon vesting of the Phantom Stock Award, but were withheld to satisfy the reporting person's tax obligations. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:30 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionCommon Stock | 10,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000446 · doc4.xml · nonDerivative · entry 1 Davis Karen Berriman · CIK 0001358598 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,051 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: 10,017 shares were issued pursuant to a phantom stock award ("Phantom Stock Award") granted to the reporting person on June 23, 2016, which were settled at the election of the Compensation Committee of WNR's Board of Directors (the "Board") in WNR common stock. 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.