Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBAL PARTNERS LPGLP · Entity 4600 | Director | February 26, 2026 | March 02, 2026 |
| Sunoco LPSUN · Entity 3373 | Director · CEO | December 05, 2017 | December 07, 2017 |
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.
GLOBAL PARTNERS LP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,618 |
Reported balance
After 2026-02-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-26 · Grant · Acquired 3,618 · Balance 3,618 F1: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2: Pursuant to a Grant Agreement dated February 26, 2026, the Reporting Person was granted 3,618 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2027. |
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 13,314 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,314 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis.
F2: Pursuant to a Grant Agreement dated February 26, 2026, the Reporting Person was granted 3,618 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2027.
Sunoco LP
Report date December 05, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 214,134 |
Reported balance
After 2017-12-05 transaction · row 1
1 source rowRow 1 · 2017-12-05 · Tax withholding · Disposed 22,442 · Balance 214,134 |
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 |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Mar 2, 2026 16:38 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 3,618 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001339396-26-000039 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,618 Underlying: Common units representing limited partner interests · 3,618 shares Expires not disclosed F1 · security: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated February 26, 2026, the Reporting Person was granted 3,618 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2027. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated February 26, 2026, the Reporting Person was granted 3,618 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2027. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 16:44 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 2,149 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001339396-26-000019 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 2,149 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 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated February 26, 2025, the Reporting Person was granted 2,149 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2026. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated February 26, 2025, the Reporting Person was granted 2,149 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2026. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 16:44 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 2,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001339396-26-000019 · form4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,314 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 · security: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2 · shares: Pursuant to a Grant Agreement dated February 26, 2025, the Reporting Person was granted 2,149 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2026. Read SEC document |
| February 26, 2025 Filed Mar 14, 2025 17:05 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 2,149 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005488 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,149 Underlying: Common units representing limited partner interests · 2,149 shares Expires not disclosed F1 · security: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated February 26, 2025, the Reporting Person was granted 2,149 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2026. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated February 26, 2025, the Reporting Person was granted 2,149 Phantom Units. Upon satisfying the vesting conditions set forth in the Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2026. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 16:33 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 2,756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000497 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 2,756 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 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated March 25, 2024, the Reporting Person was granted 2,756 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2025. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated March 25, 2024, the Reporting Person was granted 2,756 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2025. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 16:33 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 2,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-000497 · form4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,165 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 · security: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer("Common Unit") on a one-for-one basis. F2 · shares: Pursuant to a Grant Agreement dated March 25, 2024, the Reporting Person was granted 2,756 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 6, 2025. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 19:28 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 2,756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007271 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,756 Underlying: Common units representing limited partner interests · 2,756 shares Expires not disclosed F1 · security: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated March 25, 2024, the Reporting Person was granted 2,756 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2025. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated March 25, 2024, the Reporting Person was granted 2,756 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 6, 2025. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 16:40 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 3,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000713 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 3,729 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. F2 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 16:40 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 3,729 | $42.00 | $156,618.00 |
DisclosureSEC source: 0001062993-24-000713 · form4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,409 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: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer("Common Unit") on a one-for-one basis. F3 · shares: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 16:48 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 3,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017089 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,729 Underlying: Common units representing limited partner interests · 3,729 shares Expires not disclosed F1 · security: Each phantom unit ("Phantom Unit") represents the right to receive one common unit representing a limited partner interest in the Issuer ("Common Unit") upon vesting. F1 · derivative.exercise_price: Each phantom unit ("Phantom Unit") represents the right to receive one common unit representing a limited partner interest in the Issuer ("Common Unit") upon vesting. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 5, 2024. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 5, 2024. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 17:11 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 4,680 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000637 · form4.xml · derivative · entry 3 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 4,680 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. F2 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 17:11 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 4,680 | $34.66 | $162,208.80 |
DisclosureSEC source: 0001062993-23-000637 · form4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,680 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: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · shares: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| October 14, 2022 Filed Jan 6, 2023 17:11 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 4,680 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000637 · form4.xml · derivative · entry 2 OWENS ROBERT W · CIK 0001174604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,680 Underlying: Common units representing limited partner interests · 4,680 shares Expires not disclosed F2 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:42 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 22,442 | $29.77 | $668,098.34 |
DisclosureSEC source: 0001209191-17-064456 · doc4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,134 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:56 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 82,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000162 · doc4.xml · nonDerivative · entry 1 OWENS ROBERT W · CIK 0001174604 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,576 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 12/05/2019 and 40% on 12/05/2021 contingent upon the continued employment of the reporting person on each applicable vesting date. 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.