Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | Director | January 02, 2026 | January 06, 2026 |
| SunocoCorp LLCSUNC · Entity 4048 | Director | November 03, 2025 | November 04, 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.
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 | 25,676 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 2,436 · Balance 25,676 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.
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 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004725 · ownership.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,676 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 21:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,204 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002178 · ownership.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,240 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 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000835 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,175 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 01/02/2027 and 40% on 01/02/2029 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002383 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,459 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 12/05/2025 and 40% on 12/05/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001776 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,521 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long- Term Incentive Plan that will vest 60% on 01/02/2025 and 40% on 01/02/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 21:00 UTC Amendment | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002388 · doc4a.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,361 F1 · shares: This amendment is being filed to correct the number of units previously reported for the annual grant. Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long- Term Incentive Plan that will vest 60% on 01/02/2025 and 40% on 01/02/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 23:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001454 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,907 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 01/02/2024 and 40% on 01/02/2026 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:02 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001162 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,432 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2023 and 40% on 01/02/2025 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:57 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002210 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,187 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2022 and 40% on 01/02/2024 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 22:26 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017379 · doc4.xml · nonDerivative · entry 1 Alvarez Oscar A. · CIK 0001733078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 03/02/2021 and 40% on 03/02/2023 generally 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.