Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Executive Vice Pres Operations | 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 | 21,124 |
Ending reported balance
After 2026-02-24 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-24 · Grant · Acquired 1,787 · Balance 21,007 F1: Fully vested common units acquired through the 2025 Performance-Based Bonus Compensation Policy. Row 2 · 2026-02-24 · Tax withholding · Disposed 615 · Balance 20,392 F2: Common units withheld in payment of the reporting person's tax withholding. F3: The closing price of the Issuer's common units on the trading day prior to the applicable date. Row 3 · 2026-02-24 · Grant · Acquired 1,117 · Balance 21,509 F4: Fully vested common units acquired through the 2022 Performance Unit Award. Row 4 · 2026-02-24 · Tax withholding · Disposed 385 · Balance 21,124 F2: Common units withheld in payment of the reporting person's tax withholding. F3: The closing price of the 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 2025 Performance-Based Bonus Compensation Policy.
F2: Common units withheld in payment of the reporting person's tax withholding.
F3: The closing price of the Issuer's common units on the trading day prior to the applicable date.
F4: Fully vested common units acquired through the 2022 Performance Unit Award.
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 10:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 385 | $20.78 | $8,000.30 |
DisclosureSEC source: 0001538849-26-000013 · wk-form4_1772035107.xml · nonDerivative · entry 4 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,124 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 10:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 1,117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000013 · wk-form4_1772035107.xml · nonDerivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,509 F4 · price: Fully vested common units acquired through the 2022 Performance Unit Award. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 10:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 615 | $20.78 | $12,779.70 |
DisclosureSEC source: 0001538849-26-000013 · wk-form4_1772035107.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,392 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 10:58 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 1,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000013 · wk-form4_1772035107.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,007 F1 · price: Fully vested common units acquired through the 2025 Performance-Based Bonus Compensation Policy. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 11:37 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001538849-26-000002 · wk-form4_1767371825.xml · derivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,028 Underlying: Common Units · 1,871 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 11:37 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 546 | $20.51 | $11,198.46 |
DisclosureSEC source: 0001538849-26-000002 · wk-form4_1767371825.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,220 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 11:37 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,871 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538849-26-000002 · wk-form4_1767371825.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,766 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, 2025 Filed Dec 12, 2025 10:57 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 4,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001538849-25-000014 · wk-form4_1765555047.xml · derivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,899 Underlying: Common Units · 4,402 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 distributions 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 distributions 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 distributions 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, 2028. 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, 2028. 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 |
| February 25, 2025 Filed Feb 27, 2025 10:39 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 946 | $22.80 | $21,568.80 |
DisclosureSEC source: 0001974235-25-000004 · wk-form4_1740670769.xml · nonDerivative · entry 4 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,895 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 10:39 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 2,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-25-000004 · wk-form4_1740670769.xml · nonDerivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,841 F4 · price: Fully vested common units acquired thorugh the 2021 Performance Unit Award. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 10:39 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 405 | $22.80 | $9,234.00 |
DisclosureSEC source: 0001974235-25-000004 · wk-form4_1740670769.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,091 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 10:39 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 1,177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-25-000004 · wk-form4_1740670769.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,496 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 11:42 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001974235-25-000002 · wk-form4_1735836123.xml · derivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,497 Underlying: Common Units · 1,639 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 11:42 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 479 | $21.65 | $10,370.35 |
DisclosureSEC source: 0001974235-25-000002 · wk-form4_1735836123.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,319 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 11:42 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-25-000002 · wk-form4_1735836123.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,798 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 14:10 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001974235-24-000006 · wk-form4_1733944239.xml · derivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,136 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 distributions 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 distributions 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 distributions 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 11:18 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 857 | $22.21 | $19,033.97 |
DisclosureSEC source: 0001974235-24-000004 · wk-form4_1710256719.xml · nonDerivative · entry 4 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,159 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 11:18 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 2,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-24-000004 · wk-form4_1710256719.xml · nonDerivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,016 F4 · price: Fully vested common units acquired thorugh the 2020 Performance Unit Award. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 11:18 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 776 | $22.21 | $17,234.96 |
DisclosureSEC source: 0001974235-24-000004 · wk-form4_1710256719.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,172 F2 · shares: Common units withheld in payment of the reporting person's tax withholding. F3 · price: The closing price of the Issuer's common units on the trading day prior to the applicable date. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 11:18 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantCommon Units | 2,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-24-000004 · wk-form4_1710256719.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,948 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 13:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionPhantom Units · Derivative | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001974235-24-000002 · wk-form4_1704308367.xml · derivative · entry 3 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,180 Underlying: Common Units · 1,591 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 13:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Tax withholdingCommon Units | 464 | $22.80 | $10,579.20 |
DisclosureSEC source: 0001974235-24-000002 · wk-form4_1704308367.xml · nonDerivative · entry 2 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,282 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 13:59 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | Exercise / conversionCommon Units | 1,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001974235-24-000002 · wk-form4_1704308367.xml · nonDerivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,746 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: Common Units acquired upon vesting of phantom units. Read SEC document |
| October 23, 2023 Filed Oct 23, 2023 15:31 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001974235-23-000002 · wk-form4_1698089505.xml · derivative · entry 1 Brecker Robert · CIK 0001974235 · Executive Vice Pres Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,771 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 distributions 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 distributions 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 distributions 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.