Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer Operating, L.P.ETP · Entity 143732 | Director | October 19, 2018 | October 23, 2018 |
| Sunoco LPSUN · Entity 3373 | Director | January 02, 2026 | January 06, 2026 |
| SunocoCorp LLCSUNC · Entity 4048 | Director | November 03, 2025 | November 04, 2025 |
| USA Compression Partners, LPUSAC · Entity 4060 | Director | January 02, 2024 | January 04, 2024 |
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 Operating, L.P.
Report date October 19, 2018 · Filed October 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-19 transaction · row 1
1 source rowRow 1 · 2018-10-19 · Disposition to issuer · Disposed 17,300 · Balance 0 F1: Disposition 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition 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.
Sunoco 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 | 6,117 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 2,436 · Balance 6,117 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 04, 2025
This filing explicitly reported no securities owned.
USA Compression Partners, LP
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 17,740 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Grant · Acquired 4,128 · Balance 17,740 F1: Award of phantom units, 60% of which will vest on December 5, 2026 and 40% of which will vest on December 5, 2028. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of phantom units, 60% of which will vest on December 5, 2026 and 40% of which will vest on December 5, 2028. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting.
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 | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004721 · ownership.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,117 F1 · shares: 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. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 16:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,204 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002177 · ownership.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,681 F1 · shares: 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 01/02/2028 and 40% on 01/02/2030 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 16:33 UTC | USA Compression Partners, LP USAC · Entity 4060 | GrantCommon units representing limited partner interests | 4,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001669774-24-000001 · wk-form4_1704403994.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,740 F1 · shares: Award of phantom units, 60% of which will vest on December 5, 2026 and 40% of which will vest on December 5, 2028. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 16:47 UTC | USA Compression Partners, LP USAC · Entity 4060 | GrantCommon units representing limited partner interests | 5,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001669774-23-000002 · wf-form4_167295520773203.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,612 F1 · shares: Award of phantom units, 60% of which will vest on December 5, 2025 and 40% of which will vest on December 5, 2027. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:43 UTC | USA Compression Partners, LP USAC · Entity 4060 | GrantCommon units representing limited partner interests | 5,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001669774-22-000002 · wf-form4_164142257112802.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,385 F1 · shares: Award of phantom units, 60% of which will vest on December 5, 2024 and 40% of which will vest on December 5, 2026. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting. Read SEC document |
| April 30, 2021 Filed May 4, 2021 16:44 UTC | USA Compression Partners, LP USAC · Entity 4060 | GrantCommon units representing limited partner interests | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001669774-21-000007 · wf-form4_162016102357858.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Award of phantom units, 60% of which will vest on December 5, 2023 and 40% of which will vest on December 5, 2025. Each phantom unit represents the right to receive one common unit of USA Compression Partners, LP (the "Issuer") following vesting. Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 16:33 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | Disposition to issuerCommon Units | 17,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055957 · doc4.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposition 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 |
| February 09, 2018 Filed Feb 13, 2018 18:29 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantCommon Units | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009730 · doc4.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,300 F1 · shares: An initial award of restricted Common Units granted under the terms of the Energy Transfer Partners, L.P. 2008 Second Amended and Restated Long-Term Incentive Plan to new Directors upon their appointment to the Board. The restricted Common Units will vest 60% on the third anniversary of the award and 40% on the fifth anniversary of the award generally contingent upon the reporting person's continued service on the Board on each applicable vesting date. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:07 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002041 · doc4.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,630 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2021 and 40% on 01/02/2023 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:22 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001839 · doc4.xml · nonDerivative · entry 1 Smith W Brett · CIK 0001669774 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,166 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2020 and 40% on 01/02/2022 contingent upon the reporting person's continued service on the board of directors on each applicable vesting 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.