Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | Director | January 02, 2026 | January 06, 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.
Energy Transfer LP
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 686,236 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 7,423 · Balance 686,236 F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: McReynolds Equity Partners, L.P. | 12,142,593 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,142,593 |
| Common UnitsSEC Table I · non-derivative | IndirectBy: McReynolds Energy Partners, L.P. | 17,445,608 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,445,608 |
Filing footnotes · ownership attribution and instrument terms
F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting 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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 17:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 7,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004717 · ownership.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686,236 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 16:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002187 · ownership.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 678,813 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on January 2, 2028 and 40% on January 2, 2030, generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 08:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 9,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000633 · doc4.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 671,053 F1 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2027 and the remaining 40% on December 5, 2029 generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| January 04, 2023 Filed Feb 10, 2023 17:11 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 12,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008484 · doc4.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,531 F1 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2025 and the remaining 40% on December 5, 2027 generally contingent upon the reporting person's continued service on the Board of the general partner of the Partnership on each applicable vesting date. Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 17:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 6,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055974 · doc4.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,999 F1 · price: Acquisition in connection with the merger of a wholly owned subsidiary of Energy Transfer Equity, L.P. ("ETE") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of ETE (the "Merger"). On October 18, 2018, the last trading day for the ETP common units, the closing price of ETP's common units was $21.47 per unit and the closing price of ETE's common units was $16.82 per unit. Each ETP common unit outstanding was converted into the right to receive 1.28 ETE common units. As part of the Merger, ETE changed its name to "Energy Transfer LP" and its common units began trading on the New York Stock Exchange ("NYSE") under the "ET" ticker symbol when the market opened on Friday, October 19, 2018. Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionSeries A Convertible Preferred Units · Derivative | 12,308,645 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · derivative · entry 6 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By: McReynolds Energy Partners, L.P. Disclosed balance after: 0 Underlying: Common Units · 2,955,200 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 · price: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.exercise_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.expiration_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F2 · ownership.nature: The reported securities are owned directly by a limited partnership of which Mr. McReynolds is the general partner. Mr. McReynolds disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionSeries A Convertible Preferred Units · Derivative | 8,564,710 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · derivative · entry 5 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By: McReynolds Equity Partners, L.P. Disclosed balance after: 0 Underlying: Common Units · 2,056,313 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 · price: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.exercise_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.expiration_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F2 · ownership.nature: The reported securities are owned directly by a limited partnership of which Mr. McReynolds is the general partner. Mr. McReynolds disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionSeries A Convertible Preferred Units · Derivative | 508,800 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · derivative · entry 4 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 122,158 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 · price: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.exercise_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F1 · derivative.expiration_date: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionCommon Units | 2,955,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · nonDerivative · entry 3 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By: McReynolds Energy Partners, L.P. Disclosed balance after: 17,455,608 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: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F2 · ownership.nature: The reported securities are owned directly by a limited partnership of which Mr. McReynolds is the general partner. Mr. McReynolds disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionCommon Units | 2,056,313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · nonDerivative · entry 2 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · By: McReynolds Equity Partners, L.P. Disclosed balance after: 12,142,593 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: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). F2 · ownership.nature: The reported securities are owned directly by a limited partnership of which Mr. McReynolds is the general partner. Mr. McReynolds disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 21, 2018 Filed May 23, 2018 20:02 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionCommon Units | 122,158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-032776 · doc4.xml · nonDerivative · entry 1 MCREYNOLDS JOHN W · CIK 0001281086 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,958 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: On May 21, 2018 (the "Conversion Date"), the Series A Convertible Preferred Units (the "Convertible Units") representing limited partner interests in Energy Transfer Equity, L.P. (the "Partnership") automatically converted into a number of common units representing limited partner interests in the Partnership ("common units") determined by dividing (a) the Conversion Value (as defined below) on the Conversion Date by (b) $6.56. On the date the Convertible Units were issued, the Conversion Value (as defined below) of each Convertible Unit was zero, and the Conversion Value increased each fiscal quarter since the issuance and prior to the Conversion Date in an amount equal to $0.285 less the cash distribution actually paid with respect to each Convertible Unit for such quarter. As of the Conversion Date, the conversion value of each Convertible Unit is $1.575 (the "Conversion Value"). 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.