Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUBURBAN PROPANE PARTNERS LPSPH · Entity 4853 | Director | November 15, 2024 | November 18, 2024 |
| Summit Midstream CorpSMC · Entity 5504 | Director | March 16, 2026 | March 18, 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.
SUBURBAN PROPANE PARTNERS LP
Report date November 15, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (representing limited partnership interests)SEC Table I · non-derivative | Direct | 46,180 |
Reported balance
After 2024-11-15 transaction · row 1
1 source rowRow 1 · 2024-11-15 · Grant · Acquired 20,172 · Balance 46,180 |
Summit Midstream Corp
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,170 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 3,733 · Balance 26,170 |
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 16, 2026 Filed Mar 18, 2026 21:42 UTC | Summit Midstream Corp SMC · Entity 5504 | GrantCommon Stock | 3,733 | $0.00 | $0.00 |
DisclosureSEC source: 0002024218-26-000056 · wk-form4_1773870161.xml · nonDerivative · entry 1 Oates Rommel · CIK 0001975204 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,170 Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:49 UTC | SUBURBAN PROPANE PARTNERS LP SPH · Entity 4853 | GrantCommon Units (representing limited partnership interests) | 20,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000388 · f4_a1eus000002gfyfmai-live.xml · nonDerivative · entry 1 Oates Rommel · CIK 0001975204 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,180 Read SEC document |
| May 05, 2023 Filed May 8, 2023 21:25 UTC | SUBURBAN PROPANE PARTNERS LP SPH · Entity 4853 | GrantCommon Units (representing limited partnership interests) | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000337 · f4_a1e2k00000rxst1uad-live.xml · nonDerivative · entry 1 Oates Rommel · CIK 0001975204 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,008 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.