Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ANDEAVOR LOGISTICS LPTLLP · Entity 155559 | Director | February 24, 2017 | February 28, 2017 |
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Director | January 21, 2026 | January 23, 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.
ANDEAVOR LOGISTICS LP
Report date February 24, 2017 · Filed February 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 18,735 |
Reported balance
After 2017-02-24 transaction · row 1
1 source rowRow 1 · 2017-02-24 · Exercise / conversion · Acquired 2,009 · Balance 18,735 F1: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. |
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-02-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-24 · Exercise / conversion · Disposed 2,009 · Balance 0 F1: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date.
NEW JERSEY RESOURCES CORP
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,106.448 |
Reported balance
After 2026-01-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-21 · Grant · Acquired 4,106.448 · Balance 4,106.448 F1: Represents the annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents.
F2: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
8point3 Energy Partners LP
Report date June 19, 2018 · Filed June 21, 2018
Section 16 reporting ended · disclosed 2018-06-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Shares representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-19 transaction · row 1
1 source rowRow 1 · 2018-06-19 · Disposition to issuer · Disposed 22,462 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share.
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 |
|---|---|---|---|---|---|---|
| January 21, 2026 Filed Jan 23, 2026 19:42 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 4,106.448 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-26-000018 · wk-form4_1769197368.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,106.448 Underlying: Common Stock · 4,106.448 shares Expires not disclosed F1 · derivative.exercise_price: Represents the annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 20:14 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,824.859 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-25-000021 · wk-form4_1737663242.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,824.859 Underlying: Common Stock · 2,824.859 shares Expires not disclosed F1 · derivative.exercise_price: Represents the annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 20:28 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 3,118.254 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-24-000024 · wk-form4_1706300917.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,118.254 Underlying: Common Stock · 3,118.254 shares Expires not disclosed F1 · derivative.exercise_price: Represents the annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:13 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,521.178 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-23-000025 · wf-form4_167485397049800.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521.178 Underlying: Common Stock · 2,521.178 shares Expires not disclosed F1 · derivative.exercise_price: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 16:29 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,941.929 | $39.09 | $115,000.00 |
DisclosureSEC source: 0000356309-22-000035 · wf-form4_164338735338726.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,941.929 Underlying: Common Stock · 2,941.929 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU award upon vesting pursuant to the NJR Directors' Deferred Compensation Plan. Vested shares and dividend equivalents will be paid out in a single sum payment on the first day of the second month of the calendar quarter in which the reporting person ceases to be a Director. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 20:23 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 3,079.507 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-21-000021 · wf-form4_161134699306990.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079.507 Underlying: Common Stock · 3,079.507 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of New Jersey Resources ("NJR") common stock plus dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU award upon vesting pursuant to the NJR Directors' Deferred Compensation Plan. Vested shares and dividend equivalents will be paid out in a single sum payment beginning the first day of the second month of the calendar quarter following the calendar quarter in which the reporting person ceases to be a Director. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:00 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 2,529.317 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-20-000021 · wf-form4_157990682968591.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,529.317 Underlying: Common Stock · 2,529.317 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of NJR's common stock plus accrued dividend equivalents. F2 · shares: Reporting person has elected to defer issuance of shares of this RSU Award upon vesting pursuant to the NJR Directors Deferred Compensation Plan. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 21:18 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 353.904 | $45.21 | $16,000.00 |
DisclosureSEC source: 0000356309-19-000030 · wf-form4_154706868916895.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931.927 Underlying: Common Stock · 353.904 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR Directors Deferred Compensation plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:38 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 2,472 | $44.50 | $110,004.00 |
DisclosureSEC source: 0000356309-19-000020 · wf-form4_154664149328219.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,578.023 Underlying: Common Stock · 2,472 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F3 · balance_after: Total includes an accrual of 116.015 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan. Read SEC document |
| June 19, 2018 Filed Jun 21, 2018 12:41 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | Disposition to issuerClass A Shares representing limited partner interests | 22,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-18-008164 · wf-form4_152959926171344.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 14:27 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,527 | $12.28 | $18,751.56 |
DisclosureSEC source: 0001628280-18-007495 · wf-form4_152787760787500.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,462 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 12:00 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,544 | $12.15 | $18,759.60 |
DisclosureSEC source: 0001628280-18-002596 · wf-form4_151992363146098.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,935 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 23:04 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 1,220.871 | $39.32 | $48,004.65 |
DisclosureSEC source: 0000356309-18-000032 · wf-form4_151553905790253.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,990.008 Underlying: Common Stock · 1,220.871 shares Expires not disclosed F1 · derivative.exercise_price: Each Phatom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to New Jersey Resources's (NJR) Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to New Jersey Resources's (NJR) Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 00:33 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 2,635 | $39.85 | $105,004.75 |
DisclosureSEC source: 0000356309-18-000020 · wf-form4_151502598019942.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,769.137 Underlying: Common Stock · 2,635 shares Expires not disclosed F1 · derivative.exercise_price: Each Phatom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F3 · balance_after: Total includes an accrual of 40.919 shares of NJR Common Stock through the NJR Dividend Reinvestment Plan (DRP). Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 16:59 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,246 | $15.06 | $18,764.76 |
DisclosureSEC source: 0001628280-17-011977 · wf-form4_151216552962042.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,391 Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 21:14 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 33 | $43.20 | $1,425.60 |
DisclosureSEC source: 0000356309-17-000126 · wf-form4_150576925059422.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,093.218 Underlying: Common Stock · 33 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F3 · balance_after: Total includes accrued dividends of .818 shares of NJR Common Stock held in the NJR Dividend Reinvestment Plan and .003 dividends in Wells Fargo Account. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 11:26 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,301 | $14.42 | $18,760.42 |
DisclosureSEC source: 0000899243-17-021321 · doc4.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,145 Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 15:41 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,375 | $13.64 | $18,755.00 |
DisclosureSEC source: 0000899243-17-014959 · doc4.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,844 Read SEC document |
| May 15, 2017 Filed May 16, 2017 18:34 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 430 | $40.99 | $17,625.70 |
DisclosureSEC source: 0000356309-17-000078 · wf-form4_149495966115938.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059.397 Underlying: Common Stock · 430 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to New Jersey Resources's (NJR) Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to New Jersey Resources's (NJR) Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. Read SEC document |
| May 09, 2017 Filed May 10, 2017 20:52 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantPhantom Stock Unit · Derivative | 1,629.397 | $39.85 | $64,931.47 |
DisclosureSEC source: 0000356309-17-000076 · wf-form4_149444953941504.xml · derivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629.397 Underlying: Common Stock · 1,629.397 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one (1) share of New Jersey Resources Corporation (NJR) Common Stock. F2 · derivative.exercise_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. F2 · derivative.expiration_date: The Phantom Stock Units represent director fees that are deferred pursuant to NJR's Directors Deferred Compensation Plan and are to be paid in one lump sum in NJR Common Stock when Mr. O'Connor ceases to be a Director. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 12:13 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,409 | $13.31 | $18,753.79 |
DisclosureSEC source: 0001209191-17-015652 · doc4.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,469 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:00 UTC | ANDEAVOR LOGISTICS LP TLLP · Entity 155559 | Exercise / conversionPhantom Units · Derivative | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001507615-17-000032 · wf-form4_148831920509584.xml · derivative · entry 2 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 2,009 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. F1 · derivative.exercise_price: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. F1 · derivative.exercise_date: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. F1 · derivative.expiration_date: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:00 UTC | ANDEAVOR LOGISTICS LP TLLP · Entity 155559 | Exercise / conversionCommon Units | 2,009 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001507615-17-000032 · wf-form4_148831920509584.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,735 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: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units vested on the first anniversary of the grant date. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 18:21 UTC | ANDEAVOR LOGISTICS LP TLLP · Entity 155559 | GrantCommon Units | 1,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001507615-17-000013 · wf-form4_148771924758104.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,726 F1 · price: Annual non-employee director phantom unit award granted under the Tesoro Logistics LP 2011 Long-Term Incentive Plan. The phantom units will vest on the first anniversary of the grant date and will be settled in shares of common stock (on a one-for-one basis). Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 10:32 UTC | 8point3 Energy Partners LP CAFD · Entity 165555 | GrantClass A Shares representing limited partner interests | 1,468 | $12.78 | $18,761.04 |
DisclosureSEC source: 0001209191-16-152581 · doc4.xml · nonDerivative · entry 1 OConnor Thomas C · CIK 0001319811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,060 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.