Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Interim CFO and CAO | March 02, 2026 | March 24, 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.
CrossAmerica Partners LP
Report date March 02, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 5,029 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,029 |
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 |
|---|---|---|---|---|---|---|
| March 10, 2023 Filed Mar 14, 2023 19:19 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 283 | $20.29 | $5,742.07 |
DisclosureSEC source: 0001795113-23-000002 · wf-form4_167882156220303.xml · nonDerivative · entry 2 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,438 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 19:19 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 828 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795113-23-000002 · wf-form4_167882156220303.xml · nonDerivative · entry 1 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,721 F1 · price: Fully vested common units acquired through the 2022 Performance-Based Bonus Compensation Policy. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:26 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 213 | $20.29 | $4,321.77 |
DisclosureSEC source: 0001795113-22-000002 · wf-form4_164737953072465.xml · nonDerivative · entry 2 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,893 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:26 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795113-22-000002 · wf-form4_164737953072465.xml · nonDerivative · entry 1 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,106 F1 · price: Fully vested common units acquired through the 2021 Performance-Based Bonus Compensation Policy. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:35 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 66 | $18.43 | $1,216.38 |
DisclosureSEC source: 0001795113-21-000002 · wf-form4_161584049650204.xml · nonDerivative · entry 2 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:35 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | OtherCommon Units | 183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001795113-21-000002 · wf-form4_161584049650204.xml · nonDerivative · entry 1 Benfield Jonathan E · CIK 0001795113 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,548 F1 · price: Fully vested common units acquired through the 2020 Performance-Based Bonus Compensation Policy. 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.