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 14, 2018 Filed Feb 16, 2018 17:55 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSU's (02.14.18) · Derivative | 7,244 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006767 · form4.xml · derivative · entry 1 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,244 Underlying: Common Stock · 7,244 shares Expires 2021-02-14 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 commencing on February 14, 2019. F2 · derivative.exercise_price: Conversion rate is 1 for 1. F2 · price: Conversion rate is 1 for 1. Read SEC document |
| May 11, 2017 Filed May 12, 2017 18:12 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | OtherCommon Stock | 2,042 | $8.18 | $16,703.56 |
DisclosureSEC source: 0001127602-17-018002 · form4.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 2,042 F1 · balance_after: Represents shares acquired under SXC's 401(k) plan since the date of the reporting person's last ownership report. Read SEC document |
| February 26, 2017 Filed Feb 27, 2017 19:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (Feb 2014) · Derivative | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008791 · form4.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 861 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: 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 commencing on February 26, 2015. F3 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 26, 2017 Filed Feb 27, 2017 19:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 314 | $9.55 | $2,998.70 |
DisclosureSEC source: 0001127602-17-008791 · form4.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,699 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted common stock units. Read SEC document |
| February 26, 2017 Filed Feb 27, 2017 19:57 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008791 · form4.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,013 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. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 19:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionRSU's (Feb 2015) · Derivative | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007534 · form4.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,463 Underlying: Common Stock · 1,463 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: 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 commencing on February 18, 2016. F3 · derivative.exercise_price: Conversion rate is 1 for 1. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 19:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Tax withholdingCommon Stock | 533 | $9.99 | $5,324.67 |
DisclosureSEC source: 0001127602-17-007534 · form4.xml · nonDerivative · entry 2 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,152 F1 · security: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted common stock units. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 19:22 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | Exercise / conversionCommon Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007534 · form4.xml · nonDerivative · entry 1 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,685 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:35 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantPerformance Options (02.15.17) · Derivative | 6,268 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001127602-17-007073 · form4.xml · derivative · entry 3 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,536 Underlying: Common Stock · 6,268 shares Expires 2027-02-16 F4 · security: Performance stock options (right to buy SunCoke Energy, Inc. common stock), granted February 15, 2017, pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3. These options vest, subject to reporting person's continued employment, in equal installments on the first, second and third anniversaries of the date of grant, and the vested portion of such options will become exercisable beginning on the first trading day following that on which the closing price of the common stock equals or exceeds $14.78/share Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:35 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantMarket Options (02.15.17) · Derivative | 5,512 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001127602-17-007073 · form4.xml · derivative · entry 2 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,024 Underlying: Common Stock · 5,512 shares Expires 2027-02-15 F3 · security: Grant of stock options (right to buy SunCoke Energy, Inc. common stock) awarded pursuant to the SunCoke Energy, Inc. Long-Term Performance Enhancement Plan in a transaction exempt under Rule 16b-3 and exercisable in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:35 UTC | SunCoke Energy, Inc. SXC · Entity 5055 | GrantRSU's (02.15.17) · Derivative | 5,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007073 · form4.xml · derivative · entry 1 Gates Katherine T · CIK 0001656488 · Sr VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,572 Underlying: Common Stock · 5,786 shares Expires 2021-02-15 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 commencing on February 15, 2018. F2 · derivative.exercise_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.