Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NuStar GP Holdings, LLCNSH · Entity 164878 | Director · CEO & President | July 20, 2018 | July 20, 2018 |
| Sunoco LPSUN · Entity 3373 | Director | January 02, 2026 | January 21, 2026 |
| SunocoCorp LLCSUNC · Entity 4048 | Director | November 03, 2025 | November 03, 2025 |
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.
NuStar GP Holdings, LLC
Report date July 20, 2018 · Filed July 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-20 transaction · row 1
1 source rowRow 1 · 2018-07-20 · Disposition to issuer · Disposed 59,045 · Balance 0 F1: Disposed of, pursuant to an Agreement and Plan of Merger dated as of February 7, 2018, in exchange for 32,474 NuStar Energy L.P. ("NS") common units representing limited partner interests (including 15,127 NS restricted units), having a per unit value equal to the closing price per NS common unit on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of, pursuant to an Agreement and Plan of Merger dated as of February 7, 2018, in exchange for 32,474 NuStar Energy L.P. ("NS") common units representing limited partner interests (including 15,127 NS restricted units), having a per unit value equal to the closing price per NS common unit on the effective date of the merger.
Sunoco LP
Report date January 02, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 24,640 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 2,436 · Balance 24,640 F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2029 and 40% on 01/02/2031 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2029 and 40% on 01/02/2031 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date.
SunocoCorp LLC
Report date November 03, 2025 · Filed November 03, 2025
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NuStar Energy L.P.
Report date May 03, 2024 · Filed May 03, 2024
Section 16 reporting ended · disclosed 2024-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Disposition to issuer · Disposed 1,013,739 · Balance 0 F1: Represents units (including in respect of units underlying the NuStar Restricted Unit Awards (as defined in the Agreement and Plan of Merger (the "Merger Agreement") by and among NuStar Energy L.P., Sunoco LP, Saturn Merger Sub, LLC, Riverwalk Logistics, L.P., NuStar GP, LLC and Sunoco GP LLC, dated as of January 22, 2024)) disposed in connection with the Merger Agreement. F2: In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), (a) each NuStar common unit that was outstanding immediately prior to the Effective Time converted into the right to receive 0.400 units (the Exchange Ratio) of Sunoco LP common units and, if applicable, cash in lieu of fractional units and (b) each NuStar Restricted Unit Award that was outstanding immediately prior to the Effective Time became fully vested and was cancelled and converted into the right to receive (i) a number of Sunoco LP common units equal to the product of (A) the number of NuStar common units subject to such NuStar Restricted Unit Award immediately prior to the Effective Time, multiplied by (B) 0.400 and (ii) a cash payment equal to the product of (A) the number of NuStar common units subject to such NuStar Restricted Unit Award immediately prior to the Effective Time multiplied by (B) $0.212 (the per-unit amount of the Special Distribution). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units (including in respect of units underlying the NuStar Restricted Unit Awards (as defined in the Agreement and Plan of Merger (the "Merger Agreement") by and among NuStar Energy L.P., Sunoco LP, Saturn Merger Sub, LLC, Riverwalk Logistics, L.P., NuStar GP, LLC and Sunoco GP LLC, dated as of January 22, 2024)) disposed in connection with the Merger Agreement.
F2: In accordance with the Merger Agreement, upon the Effective Time (as defined in the Merger Agreement), (a) each NuStar common unit that was outstanding immediately prior to the Effective Time converted into the right to receive 0.400 units (the Exchange Ratio) of Sunoco LP common units and, if applicable, cash in lieu of fractional units and (b) each NuStar Restricted Unit Award that was outstanding immediately prior to the Effective Time became fully vested and was cancelled and converted into the right to receive (i) a number of Sunoco LP common units equal to the product of (A) the number of NuStar common units subject to such NuStar Restricted Unit Award immediately prior to the Effective Time, multiplied by (B) 0.400 and (ii) a cash payment equal to the product of (A) the number of NuStar common units subject to such NuStar Restricted Unit Award immediately prior to the Effective Time multiplied by (B) $0.212 (the per-unit amount of the Special Distribution).
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 26, 2017 Filed Jan 30, 2017 17:11 UTC | NuStar Energy L.P. NS · Entity 91500 | Tax withholdingCommon Units | 6,195 | $55.31 | $342,645.45 |
DisclosureSEC source: 0001209191-17-006187 · doc4.xml · nonDerivative · entry 2 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,542 F2 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 17:11 UTC | NuStar Energy L.P. NS · Entity 91500 | GrantCommon Units | 14,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006187 · doc4.xml · nonDerivative · entry 1 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,737 F1 · shares: On January 26, 2017, the Compensation Committee of the Board of Directors of NuStar GP, LLC, the general partner of the Issuer's general partner, determined that the Issuer received a distribution coverage ratio of 1.07 for 2016 and, in accordance with the award terms, the performance units available to vest for the 2014 awards, 2015 awards and 2016 awards vested at 150%. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 15:29 UTC | NuStar Energy L.P. NS · Entity 91500 | Tax withholdingCommon Units | 891 | $47.93 | $42,705.63 |
DisclosureSEC source: 0001209191-16-156073 · doc4.xml · nonDerivative · entry 2 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,126 F1 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 15:54 UTC | NuStar GP Holdings, LLC NSH · Entity 164878 | Tax withholdingCommon Units | 605 | $26.75 | $16,183.75 |
DisclosureSEC source: 0001209191-16-156090 · doc4.xml · nonDerivative · entry 2 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,624 F1 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 15:29 UTC | NuStar Energy L.P. NS · Entity 91500 | Tax withholdingCommon Units | 663 | $47.95 | $31,790.85 |
DisclosureSEC source: 0001209191-16-156073 · doc4.xml · nonDerivative · entry 1 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,017 F1 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 15:54 UTC | NuStar GP Holdings, LLC NSH · Entity 164878 | Tax withholdingCommon Units | 490 | $26.50 | $12,985.00 |
DisclosureSEC source: 0001209191-16-156090 · doc4.xml · nonDerivative · entry 1 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,229 F1 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 15:20 UTC | NuStar Energy L.P. NS · Entity 91500 | Tax withholdingCommon Units | 839 | $45.81 | $38,434.59 |
DisclosureSEC source: 0001209191-16-151160 · doc4.xml · nonDerivative · entry 2 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,680 F2 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 15:20 UTC | NuStar Energy L.P. NS · Entity 91500 | GrantCommon Units | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151160 · doc4.xml · nonDerivative · entry 1 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,519 F1 · shares: Award of restricted units. The restricted units vest annually in equal increments over a five-year period beginning on November 16, 2017. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 16:16 UTC | NuStar GP Holdings, LLC NSH · Entity 164878 | Tax withholdingCommon Units | 613 | $25.15 | $15,416.95 |
DisclosureSEC source: 0001209191-16-151210 · doc4.xml · nonDerivative · entry 2 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,719 F2 · security: "Common Units" reported are units not distributed to the reporting person in order to satisfy the reporting person's tax obligations on grants. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 16:16 UTC | NuStar GP Holdings, LLC NSH · Entity 164878 | GrantCommon Units | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151210 · doc4.xml · nonDerivative · entry 1 Barron Bradley C · CIK 0001349304 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,332 F1 · shares: Award of restricted phantom units. The restricted phantom units vest annually in equal increments over a five-year period beginning on November 16, 2017. 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.