Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SunCoke Energy, Inc.SXC · Entity 5055 | Director · CEO and President | February 19, 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.
SunCoke Energy, Inc.
Report date February 19, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 265,079 |
Reported balance
After 2026-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-24 · Exercise / conversion · Acquired 17,878 · Balance 265,079 F1: Conversion rate is 1 for 1. |
| Common StockSEC Table I · non-derivative | Direct | 257,159 |
Reported balance
After 2026-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-24 · Tax withholding · Disposed 7,920 · Balance 257,159 F2: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 295,639 |
Reported balance
After 2026-02-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-02-24 · Exercise / conversion · Acquired 38,480 · Balance 295,639 F1: Conversion rate is 1 for 1. |
| Common StockSEC Table I · non-derivative | Direct | 278,592 |
Reported balance
After 2026-02-24 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-02-24 · Tax withholding · Disposed 17,047 · Balance 278,592 F2: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 327,823 |
Reported balance
After 2026-02-23 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-02-23 · Exercise / conversion · Acquired 49,231 · Balance 327,823 F1: Conversion rate is 1 for 1. |
| Common StockSEC Table I · non-derivative | Direct | 305,981 |
Reported balance
After 2026-02-23 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-02-23 · Tax withholding · Disposed 21,842 · Balance 305,981 F2: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 316,676 |
Reported balance
After 2026-02-24 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2026-02-24 · Other · Acquired 10,695 · Balance 316,676 F3: Represents settlement of Performance Share Unit ("PSU") award granted February 23, 2023 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). |
| RSUs (02.23.2023)SEC Table II · derivative / convertible security · Expires 2026-02-23 | Direct | 0 |
Reported balance
After 2026-02-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-24 · Exercise / conversion · Disposed 17,878 · Balance 0 F4: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1: Conversion rate is 1 for 1. |
| RSUs (02.22.2024)SEC Table II · derivative / convertible security · Expires 2027-02-22 | Direct | 38,479 |
Reported balance
After 2026-02-24 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-24 · Exercise / conversion · Disposed 38,480 · Balance 38,479 F4: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1: Conversion rate is 1 for 1. |
| RSUs (02.21.2025)SEC Table II · derivative / convertible security · Expires 2028-02-21 | Direct | 98,461 |
Reported balance
After 2026-02-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-02-23 · Exercise / conversion · Disposed 49,231 · Balance 98,461 F4: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1: Conversion rate is 1 for 1. |
| RSUs (02.19.2026)SEC Table II · derivative / convertible security · Expires 2029-02-19 | Direct | 274,927 |
Reported balance
After 2026-02-19 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-02-19 · Grant · Acquired 274,927 · Balance 274,927 F4: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1: Conversion rate is 1 for 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion rate is 1 for 1.
F2: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs.
F3: Represents settlement of Performance Share Unit ("PSU") award granted February 23, 2023 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements).
F4: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant 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 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.22.2024) · Derivative | 38,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · derivative · entry 9 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,479 Underlying: Common Stock · 38,480 shares Expires 2027-02-22 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.23.2023) · Derivative | 17,878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · derivative · entry 8 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,878 shares Expires 2026-02-23 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 10,695 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 7 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,676 F3 · price: Represents settlement of Performance Share Unit ("PSU") award granted February 23, 2023 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 17,047 | $6.22 | $106,032.34 |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 4 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,592 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 38,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,639 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: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 7,920 | $5.88 | $46,569.60 |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,159 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 17,878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,079 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: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.21.2025) · Derivative | 49,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · derivative · entry 10 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,461 Underlying: Common Stock · 49,231 shares Expires 2028-02-21 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 21,842 | $6.22 | $135,857.24 |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 6 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,981 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 49,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · nonDerivative · entry 5 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,823 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: Conversion rate is 1 for 1. Read SEC document |
| February 19, 2026 Filed Feb 25, 2026 16:58 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (02.19.2026) · Derivative | 274,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656488-26-000002 · wk-form4_1772056716.xml · derivative · entry 11 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,927 Underlying: Common Stock · 274,927 shares Expires 2029-02-19 F4 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.22.2024) · Derivative | 38,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · derivative · entry 7 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,959 Underlying: Common Stock · 38,480 shares Expires 2027-02-22 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.23.2023) · Derivative | 17,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · derivative · entry 6 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,878 Underlying: Common Stock · 17,879 shares Expires 2026-02-23 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 17,047 | $9.20 | $156,832.40 |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · nonDerivative · entry 4 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,145 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 38,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · nonDerivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,192 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: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 7,921 | $9.20 | $72,873.20 |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,712 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 17,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,633 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: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.24.2022) · Derivative | 10,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-008171 · wk-form4_1740604872.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,552 shares Expires 2025-02-24 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 4,675 | $9.23 | $43,150.25 |
DisclosureSEC source: 0001628280-25-008171 · wk-form4_1740604872.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,201 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 16:21 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 10,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-008171 · wk-form4_1740604872.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,876 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: Conversion rate is 1 for 1. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (02.21.2025) · Derivative | 147,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · derivative · entry 8 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,692 Underlying: Common Stock · 147,692 shares Expires 2028-02-21 F4 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:38 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 20,179 | $9.51 | $191,902.29 |
DisclosureSEC source: 0001628280-25-007753 · wk-form4_1740519531.xml · nonDerivative · entry 5 Gates Katherine T · CIK 0001656488 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,324 F3 · security: Represents settlement of Performance Share Unit ("PSU") award granted February 24, 2022 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.24.2022) · Derivative | 10,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · derivative · entry 9 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,552 Underlying: Common Stock · 10,553 shares Expires 2025-02-24 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.25.2021) · Derivative | 13,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · derivative · entry 8 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,357 shares Expires 2024-02-25 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 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.23.2023) · Derivative | 17,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · derivative · entry 7 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,292 Underlying: Common Stock · 17,879 shares Expires 2026-02-23 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 4,992 | $10.84 | $54,113.28 |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 6 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,754 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 10,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 5 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,746 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: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 6,318 | $10.84 | $68,487.12 |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 4 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,193 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 13,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,511 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: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 8,457 | $10.84 | $91,673.88 |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,154 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 17,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-007241 · wk-form4_1709068908.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,611 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: Conversion rate is 1 for 1. Read SEC document |
| February 22, 2024 Filed Mar 19, 2024 14:16 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (02.22.2024) · Derivative | 115,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-011879 · wk-form4_1710872151.xml · derivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,439 Underlying: Common Stock · 115,439 shares Expires 2027-02-22 F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · price: Conversion rate is 1 for 1. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 11:04 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 36,488 | $10.82 | $394,800.16 |
DisclosureSEC source: 0001628280-24-006558 · wk-form4_1708704249.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,258 F1 · security: Represents settlement of Performance Share Unit ("PSU") award granted February 25, 2021 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). Read SEC document |
| February 21, 2024 Filed Feb 26, 2024 16:22 UTC Amendment | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 18,962 | $10.82 | $205,168.84 |
DisclosureSEC source: 0001628280-24-006881 · wk-form4a_1708982556.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,732 F1 · security: On February 23, 2024, the reporting person filed a Form 4 which inadvertently over-reported the number of shares actually received in settlement of a Performance Share Unit (PSU) award granted February 25, 2021, pursuant to the SunCoke Energy, Inc. (SXC or Registrant) Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. This amended Form 4 is being filed to correctly reflect the number of shares of SXC common stock actually issued to the reporting person, net of shares withheld by the Registrant to satisfy statutory tax withholding requirements. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.24.2022) · Derivative | 10,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · derivative · entry 6 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,274 Underlying: Common Stock · 10,553 shares Expires 2025-02-24 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.25.2021) · Derivative | 13,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · derivative · entry 5 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,357 Underlying: Common Stock · 13,357 shares Expires 2024-02-25 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 4,992 | $9.11 | $45,477.12 |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · nonDerivative · entry 4 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,169 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 10,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · nonDerivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,161 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: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 6,318 | $9.11 | $57,556.98 |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,608 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:52 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 13,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-005622 · wf-form4_167762113726293.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,926 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: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 19:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSUs (02.23.2023) · Derivative | 53,171 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-005317 · wf-form4_167754581194893.xml · derivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,171 Underlying: Common Stock · 53,171 shares Expires 2026-02-23 F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Omnibus Long-Term Incentive Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · price: Conversion rate is 1 for 1. Read SEC document |
| February 23, 2023 Filed Mar 8, 2023 16:30 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 21,601 | $9.24 | $199,593.24 |
DisclosureSEC source: 0001628280-23-007003 · wf-form4_167831100103866.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,770 F1 · security: Represents settlement of Performance Share Unit ("PSU") award granted February 19, 2020 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 17:09 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSUs (02.19.2020) · Derivative | 9,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-004605 · wf-form4_167710369520599.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,933 shares Expires 2023-02-19 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 17:09 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 4,964 | $9.78 | $48,547.92 |
DisclosureSEC source: 0001628280-23-004605 · wf-form4_167710369520599.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,569 F2 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of RSUs. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 17:09 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 9,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-004605 · wf-form4_167710369520599.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,533 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: Conversion rate is 1 for 1. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 15:18 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (02.25.2021) · Derivative | 13,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-007277 · form4.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · SVP, Chief Legal Officer & Chi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,714 Underlying: Common Stock · 13,358 shares Expires 2024-02-25 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: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F1 · derivative.exercise_price: Conversion rate is 1 for 1. F1 · price: Conversion rate is 1 for 1. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 15:18 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 6,319 | $7.83 | $49,477.77 |
DisclosureSEC source: 0001127602-22-007277 · form4.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · SVP, Chief Legal Officer & Chi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,600 F2 · security: Shares withheld by Registrant to satisfy statutory tax withholding requirements on vesting of RSUs. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 15:18 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 13,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-007277 · form4.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · SVP, Chief Legal Officer & Chi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,919 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: Conversion rate is 1 for 1. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 18:19 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 11,159 | $7.54 | $84,138.86 |
DisclosureSEC source: 0001127602-22-007129 · form4.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · SVP, Chief Legal Officer & Chi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,572 F1 · security: Represents settlement of Performance Share Unit ("PSU") award granted February 13, 2019 pursuant to SunCoke Energy, Inc. ("SXC") Long Term Performance Plan in a transaction exempt under Rule 16b-3. PSU award settled, at the end of applicable three-year vesting period, in shares of SXC common stock, (net of shares withheld by Registrant to satisfy statutory tax withholding requirements). Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 18:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSU'S (02.24.2022) · Derivative | 31,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-007131 · form4.xml · derivative · entry 1 Gates Katherine T · CIK 0001656488 · SVP, Chief Legal Officer & Chi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,827 Underlying: Common Stock · 31,827 shares Expires 2025-02-24 F1 · security: Grant of restricted share units awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. The restricted share units vest in three equal annual installments on the first, second and third anniversary of the grant date. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · price: Conversion rate is 1 for 1. 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.