Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | SENIOR VICE PRESIDENT SALES | February 17, 2026 | February 19, 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.
ALLIANCE RESOURCE PARTNERS LP
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common unitSEC Table I · non-derivative | Direct | 109,951 |
Ending reported balance
After 2026-02-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-17 · Exercise / conversion · Acquired 29,211 · Balance 123,061 F1: The restricted units were issued on February 17, 2026 based upon an ARLP unit price of $24.37. Row 2 · 2026-02-17 · Tax withholding · Disposed 13,110 · Balance 109,951 F2: Upon issuance, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $24.37. |
| Restricted unitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-17 · Exercise / conversion · Disposed 29,211 · Balance 0 F1: The restricted units were issued on February 17, 2026 based upon an ARLP unit price of $24.37. F3: Not applicable |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted units were issued on February 17, 2026 based upon an ARLP unit price of $24.37.
F2: Upon issuance, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $24.37.
F3: Not applicable
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, 2019 Filed Feb 19, 2019 20:08 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-002070 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,356 Underlying: Common Unit · 197 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 14:12 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Exercise / conversionRestricted unit · Derivative | 39,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-001731 · edgar.xml · derivative · entry 3 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common unit · 39,256 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 · derivative.exercise_price: On January 23, 2019, our Compensation Committee determined that the vesting requirements for the 2016 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2019 and subsequently issued on February 8, 2019 based upon an ARLP unit price of $19.67. F2 · price: On January 23, 2019, our Compensation Committee determined that the vesting requirements for the 2016 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2019 and subsequently issued on February 8, 2019 based upon an ARLP unit price of $19.67. F1 · derivative.expiration_date: Not applicable Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 14:12 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Tax withholdingCommon unit | 11,760 | $19.67 | $231,319.20 |
DisclosureSEC source: 0001179110-19-001731 · edgar.xml · nonDerivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,722 F3 · price: Upon vesting, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $19.67. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 14:12 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Exercise / conversionCommon unit | 39,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-001731 · edgar.xml · nonDerivative · entry 1 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,482 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 · price: On January 23, 2019, our Compensation Committee determined that the vesting requirements for the 2016 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2019 and subsequently issued on February 8, 2019 based upon an ARLP unit price of $19.67. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:32 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantRestricted unit · Derivative | 27,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-001445 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,949 Underlying: Common Unit · 27,949 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The restricted units will vest on January 1, 2022 provided that the issuer meets certain financial tests. Once vested, the restricted units are to be settled in ARLP units. F3 · derivative.expiration_date: Not applicable Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 14:15 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 1,171 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-000906 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,159 Underlying: Common Unit · 1,171 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 14:25 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-012912 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,988 Underlying: Common Unit · 158 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| August 14, 2018 Filed Aug 14, 2018 16:24 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-010567 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830 Underlying: Common Unit · 148 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 00:06 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantCommon unit | 3,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-008001 · edgar.xml · nonDerivative · entry 1 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,226 F4 · shares: The common units were acquired as consideration for the AHGP common units held by the reporting person immediately prior to the effectiveness of the transactions contemplated by the Simplification Agreement dated February 22, 2018 (the "Simplification Agreement"). Pursuant to the Simplification Agreement, all AHGP common units were canceled and converted into the right to receive all of the ARLP common units held by AHGP and its subsidiaries on May 31, 2018. Based on a formula calculated pursuant to the Simplification Agreement, the exchange ratio was 1.478181161 ARLP common units for each AHGP common unit. F4 · price: The common units were acquired as consideration for the AHGP common units held by the reporting person immediately prior to the effectiveness of the transactions contemplated by the Simplification Agreement dated February 22, 2018 (the "Simplification Agreement"). Pursuant to the Simplification Agreement, all AHGP common units were canceled and converted into the right to receive all of the ARLP common units held by AHGP and its subsidiaries on May 31, 2018. Based on a formula calculated pursuant to the Simplification Agreement, the exchange ratio was 1.478181161 ARLP common units for each AHGP common unit. Read SEC document |
| May 15, 2018 Filed May 17, 2018 13:09 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-006966 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,682 Underlying: Common Unit · 161 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 14:35 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-002224 · edgar.xml · derivative · entry 2 Whelan Timothy J · CIK 0001731114 · Senior Vice President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,521 Underlying: Common Unit · 143 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable 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.