Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Senior Vice President Retail | February 24, 2026 | February 25, 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 February 24, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 21,597 |
Ending reported balance
After 2026-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-24 · Grant · Acquired 1,385 · Balance 22,088 F1: Fully vested common units acquired through the 2022 Performance Unit Award. Row 2 · 2026-02-24 · Tax withholding · Disposed 491 · Balance 21,597 F2: Common units withheld in payment of the reporting person's tax withholding. F3: The closing price of Issuer's common units on the trading day prior to the applicable date. |
Filing footnotes · ownership attribution and instrument terms
F1: Fully vested common units acquired through the 2022 Performance Unit Award.
F2: Common units withheld in payment of the reporting person's tax withholding.
F3: The closing price of Issuer's common units on the trading day prior to the applicable date.
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 24, 2026 Filed Feb 25, 2026 15:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 491 | $20.78 | $10,202.98 |
DisclosureSEC source: 0001538849-26-000015 · wk-form4_1772035195.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,597 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 |
| February 24, 2026 Filed Feb 25, 2026 15:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 1,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000015 · wk-form4_1772035195.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,088 F1 · price: Fully vested common units acquired through the 2022 Performance Unit Award. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 17:15 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001538849-26-000009 · wk-form4_1767374133.xml · derivative · entry 3 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 1,926 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. F4 · derivative.exercise_price: Each phantom unit represents a contingent right to receive one of the Issuers common units. F5 · derivative.exercise_date: December 31, 2025. F5 · derivative.expiration_date: December 31, 2025. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 17:15 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 581 | $20.51 | $11,916.31 |
DisclosureSEC source: 0001538849-26-000009 · wk-form4_1767374133.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,703 F2 · shares: Common units withheld in payment of the reporting person's tax withholding triggered by vesting. F3 · price: The price at the close of business on the day preceding the vest event. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 17:15 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000009 · wk-form4_1767374133.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,284 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 · price: Common units acquired upon vesting of phantom units. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 15:13 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 379 | $22.80 | $8,641.20 |
DisclosureSEC source: 0001967178-25-000004 · wk-form4_1740669220.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,358 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 |
| February 25, 2025 Filed Feb 27, 2025 15:13 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 1,069 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001967178-25-000004 · wk-form4_1740669220.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,737 F1 · price: Fully vested common units acquired through the 2024 Performance-Based Bonus Compensation Policy. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 16:43 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001967178-25-000002 · wk-form4_1735836230.xml · derivative · entry 3 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,663 Underlying: Common Units · 1,267 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. F4 · derivative.exercise_price: Each phantom unit represents a contingent right to receive one of the Issuers common units. F5 · derivative.exercise_date: December 31, 2024. F5 · derivative.expiration_date: December 31, 2024. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 16:43 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 382 | $21.65 | $8,270.30 |
DisclosureSEC source: 0001967178-25-000002 · wk-form4_1735836230.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,668 F2 · shares: Common units withheld in payment of the reporting person's tax withholding triggered by vesting. F3 · price: The price at the close of business on the day preceding the vest event. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 16:43 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,267 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001967178-25-000002 · wk-form4_1735836230.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,050 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 · price: Common Units acquired upon vesting of phantom units. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 19:03 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001967178-24-000006 · wk-form4_1733943787.xml · derivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,930 Underlying: Common Units · 3,956 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2027. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested 20 years from the grant date. F2 · derivative.expiration_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2027. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested 20 years from the grant date. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 14:53 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 703 | $22.21 | $15,613.63 |
DisclosureSEC source: 0001967178-24-000004 · wk-form4_1710255208.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,783 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 08, 2024 Filed Mar 12, 2024 14:53 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 2,093 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001967178-24-000004 · wk-form4_1710255208.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,486 F1 · price: Fully vested common units acquired through the 2023 Performance-Based Bonus Compensation Policy. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 18:56 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001967178-24-000002 · wk-form4_1704308189.xml · derivative · entry 3 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,974 Underlying: Common Units · 628 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. F4 · derivative.exercise_price: Each phantom unit represents a contingent right to receive one of the Issuers common units. F5 · derivative.exercise_date: December 31, 2023. F5 · derivative.expiration_date: December 31, 2023. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 18:56 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 190 | $22.80 | $4,332.00 |
DisclosureSEC source: 0001967178-24-000002 · wk-form4_1704308189.xml · nonDerivative · entry 2 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,393 F2 · shares: Common units withheld in payment of the reporting person's tax withholding triggered by vesting. F3 · price: The price at the close of business on the day preceding the vest event. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 18:56 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001967178-24-000002 · wk-form4_1704308189.xml · nonDerivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,583 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 · price: Common Units acquired upon vesting of phantom units. Read SEC document |
| October 23, 2023 Filed Oct 23, 2023 19:35 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001967178-23-000004 · wk-form4_1698089726.xml · derivative · entry 1 Lattig Stephen J · CIK 0001967178 · Senior Vice President Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,602 Underlying: Common Units · 3,838 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit') representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distribution authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2026. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested 20 years from the grant date. F2 · derivative.expiration_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2026. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested 20 years from the grant 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.