Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVR ENERGY INCCVI · Entity 4008 | Director · President and CEO | December 10, 2025 | December 12, 2025 |
| CVR PARTNERS, LPUAN · Entity 8965 | Executive Chairman | December 01, 2017 | December 06, 2017 |
| CVR Refining, LPCVRR · Entity 12045 | CEO and President | December 01, 2017 | December 05, 2017 |
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.
CVR ENERGY INC
Report date December 10, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,962 |
Reported balance
After 2025-12-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-10 · Exercise / conversion · Acquired 13,962 · Balance 13,962 F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2022. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-12-10 · Disposition to issuer · Disposed 13,962 · Balance 0 F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2022. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F3: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. |
| Common StockSEC Table I · non-derivative | Direct | 17,388 |
Reported balance
After 2025-12-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-12-10 · Exercise / conversion · Acquired 17,388 · Balance 17,388 F4: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2023. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-12-10 · Disposition to issuer · Disposed 17,388 · Balance 0 F4: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2023. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F3: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. |
| Common StockSEC Table I · non-derivative | Direct | 28,948 |
Reported balance
After 2025-12-10 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-12-10 · Exercise / conversion · Acquired 28,948 · Balance 28,948 F5: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 11, 2024. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F6: Each Incentive Unit reported herein represents the right to receive upon vesting, one share of CVR Energy, Inc. common stock or a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date, as determined by the Board or the Compensation Committee, as applicable, in its sole discretion. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2025-12-10 · Disposition to issuer · Disposed 28,948 · Balance 0 F5: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 11, 2024. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F3: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. |
| Incentive UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-12-10 · Exercise / conversion · Disposed 13,962 · Balance 0 F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2022. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. F7: The Incentive Units expire immediately upon vest. |
| Incentive UnitsSEC Table II · derivative / convertible security | Direct | 17,388 |
Reported balance
After 2025-12-10 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-12-10 · Exercise / conversion · Disposed 17,388 · Balance 17,388 F4: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2023. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date. F7: The Incentive Units expire immediately upon vest. |
| Incentive UnitsSEC Table II · derivative / convertible security | Direct | 57,894 |
Reported balance
After 2025-12-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-12-10 · Exercise / conversion · Disposed 28,948 · Balance 57,894 F5: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 11, 2024. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F6: Each Incentive Unit reported herein represents the right to receive upon vesting, one share of CVR Energy, Inc. common stock or a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date, as determined by the Board or the Compensation Committee, as applicable, in its sole discretion. F7: The Incentive Units expire immediately upon vest. |
| Incentive UnitsSEC Table II · derivative / convertible security | Direct | 52,972 |
Reported balance
After 2025-12-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-12-10 · Grant · Acquired 52,972 · Balance 52,972 F8: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 10, 2025. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement. F6: Each Incentive Unit reported herein represents the right to receive upon vesting, one share of CVR Energy, Inc. common stock or a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date, as determined by the Board or the Compensation Committee, as applicable, in its sole discretion. F7: The Incentive Units expire immediately upon vest. |
Filing footnotes · ownership attribution and instrument terms
F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2022. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement.
F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date.
F3: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date.
F4: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2023. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement.
F5: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 11, 2024. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement.
F6: Each Incentive Unit reported herein represents the right to receive upon vesting, one share of CVR Energy, Inc. common stock or a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days immediately preceding the vest date, as determined by the Board or the Compensation Committee, as applicable, in its sole discretion.
F7: The Incentive Units expire immediately upon vest.
F8: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 10, 2025. These Incentive Units vest ratably in annual installments in December of each of the three years following the grant date, subject to the terms and conditions of the award agreement.
CVR PARTNERS, LP
Report date December 01, 2017 · Filed December 06, 2017
This filing explicitly reported no securities owned.
CVR Refining, LP
Report date December 01, 2017 · Filed December 05, 2017
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.
Western Refining, Inc.
Report date June 01, 2017 · Filed June 02, 2017
Section 16 reporting ended · disclosed 2017-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Disposition to issuer · Disposed 173,769 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-01 · Disposition to issuer · Disposed 53,534 · Balance 0 F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-01 · Disposition to issuer · Disposed 80,817 · Balance 0 F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration.
F2: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable.
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 |
|---|---|---|---|---|---|---|
| December 14, 2020 Filed Dec 16, 2020 16:52 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionIncentive Units · Derivative | 13,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-20-000080 · wf-form4_160815550692760.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,217 Underlying: Common Stock · 13,217 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F1 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F4 · derivative.expiration_date: The Incentive Units expire immediately upon vest. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 16:52 UTC | CVR ENERGY INC CVI · Entity 4008 | Disposition to issuerCommon Stock | 13,217 | $15.55 | $205,524.35 |
DisclosureSEC source: 0001376139-20-000080 · wf-form4_160815550692760.xml · nonDerivative · entry 2 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F3 · price: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 16:52 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionCommon Stock | 13,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-20-000080 · wf-form4_160815550692760.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,217 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 16:55 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionIncentive Units · Derivative | 10,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-20-000066 · wf-form4_160772373265149.xml · derivative · entry 4 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,824 Underlying: Common Stock · 10,913 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F1 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F5 · derivative.expiration_date: The Incentive Units expire immediately upon vest. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 16:55 UTC | CVR ENERGY INC CVI · Entity 4008 | GrantIncentive Units · Derivative | 134,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-20-000066 · wf-form4_160772373265149.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,168 Underlying: Common Stock · 134,168 shares Expires not disclosed F4 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 9, 2020. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. F4 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 9, 2020. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F5 · derivative.expiration_date: The Incentive Units expire immediately upon vest. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 16:55 UTC | CVR ENERGY INC CVI · Entity 4008 | Disposition to issuerCommon Stock | 10,913 | $15.39 | $167,951.07 |
DisclosureSEC source: 0001376139-20-000066 · wf-form4_160772373265149.xml · nonDerivative · entry 2 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F3 · price: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 16:55 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionCommon Stock | 10,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-20-000066 · wf-form4_160772373265149.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,913 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 trading days preceding the vest date. Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 18:17 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionIncentive Units · Derivative | 13,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-19-000079 · wf-form4_157662465383554.xml · derivative · entry 4 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,434 Underlying: Common Stock · 13,218 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. F1 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F5 · derivative.expiration_date: The Incentive Units expire immediately following vesting. Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 18:17 UTC | CVR ENERGY INC CVI · Entity 4008 | Disposition to issuerCommon Stock | 13,218 | $42.13 | $556,874.34 |
DisclosureSEC source: 0001376139-19-000079 · wf-form4_157662465383554.xml · nonDerivative · entry 2 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F3 · price: This price represents the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 18:17 UTC | CVR ENERGY INC CVI · Entity 4008 | Exercise / conversionCommon Stock | 13,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-19-000079 · wf-form4_157662465383554.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,218 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. Read SEC document |
| December 13, 2019 Filed Dec 17, 2019 18:17 UTC | CVR ENERGY INC CVI · Entity 4008 | GrantIncentive Units · Derivative | 32,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-19-000079 · wf-form4_157662465383554.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,737 Underlying: Common Stock · 32,737 shares Expires not disclosed F4 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of a share of CVR Energy, Inc. common stock for the 10 business days preceding the vesting date. F4 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 13, 2019. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms and conditions of the award agreement. F5 · derivative.expiration_date: The Incentive Units expire immediately following vesting. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 17:46 UTC | CVR ENERGY INC CVI · Entity 4008 | GrantIncentive Units · Derivative | 39,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-18-000083 · wf-form4_154517318949163.xml · derivative · entry 1 LAMP DAVID L · CIK 0001275536 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,652 Underlying: Common Stock · 39,652 shares Expires not disclosed F1 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms of the award agreement. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common stock of CVR Energy, Inc. for the 10 trading days preceding the vesting date. The Incentive Units expire immediately following their vesting. F2 · price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common stock of CVR Energy, Inc. for the 10 trading days preceding the vesting date. The Incentive Units expire immediately following their vesting. F1 · derivative.exercise_date: The Incentive Units were awarded to the reporting person by CVR Energy, Inc. as compensation for services as an officer on December 14, 2018. These Incentive Units vest ratably in three annual installments beginning in December of each year following the grant date, subject to the terms of the award agreement. F2 · derivative.expiration_date: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common stock of CVR Energy, Inc. for the 10 trading days preceding the vesting date. The Incentive Units expire immediately following their vesting. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:05 UTC | CVR ENERGY INC CVI · Entity 4008 | GrantPerformance Units · Derivative | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-17-000067 · wf-form4_151252592961210.xml · derivative · entry 1 LAMP DAVID L · CIK 0001275536 · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. F1 · shares: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. F1 · derivative.exercise_date: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. F1 · derivative.expiration_date: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. F1 · derivative.underlying_shares: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. F1 · valueOwnedAfter: The Performance Unit reported herein represent the right to receive upon vesting, a cash payment equal to $10,000,000 if the average closing price of CVR Energy, Inc.'s common stock over the 30-day period from January 4, 2022 to February 15, 2022 is equal or greater than $60 per share. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:15 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerPhantom Stock · Derivative | 80,817 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005361 · dp76906_4-lamp.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,817 shares Expires not disclosed F2 · price: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:15 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerRestricted Share Units · Derivative | 53,534 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950103-17-005361 · dp76906_4-lamp.xml · derivative · entry 2 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,534 shares Expires not disclosed F2 · price: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, (a) each vested Restricted Share Unit ("RSU") was cancelled in exchange for an amount equal to the cash consideration; and (b) each unvested RSU or Company Other Award (as defined in the Merger Agreement), including each Phantom Stock award, was assumed by Tesoro and converted into a Tesoro award on substantially similar terms, subject to adjustment of the number of shares based on the exchange ratio used to calculate the stock consideration, if applicable. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:15 UTC | Western Refining, Inc. WNR · Entity 143163 | Disposition to issuerCommon Stock | 173,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-17-005361 · dp76906_4-lamp.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 16, 2016, by and among Western Refining, Inc. (the "Company"), Tesoro Corporation, a Delaware corporation ("Tesoro"), and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of the Company was cancelled and converted into the right to receive, at the holder's election and subject to the terms of the Merger Agreement, either 0.4350 of a share of Tesoro common stock, which is referred to as the stock consideration, or $37.30 in cash, which is referred to as the cash consideration. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:29 UTC | Western Refining, Inc. WNR · Entity 143163 | GrantRestricted Share Units · Derivative | 53,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004860 · doc4.xml · derivative · entry 4 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,534 Underlying: Common Stock · 53,534 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted share unit ("RSU") represents a contingent right to receive one share of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof. The RSUs were issued as compensation for services as an officer. F7 · shares: 53,534 RSUs were awarded pursuant to an RSU Award Agreement (the "2017 RSU Award"). These RSUs were awarded to the reporting person as compensation for services as an officer. F8 · derivative.exercise_date: The 2017 RSU Award vests ratably on January 17, 2018, January 16, 2019, and January 15, 2020. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but not later than December 31 of the year in which such vesting date occurs. F8 · derivative.expiration_date: The 2017 RSU Award vests ratably on January 17, 2018, January 16, 2019, and January 15, 2020. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but not later than December 31 of the year in which such vesting date occurs. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:29 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionPhantom Stock · Derivative | 54,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004860 · doc4.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,817 Underlying: Common Stock · 54,733 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. F3 · derivative.exercise_price: Each share of phantom stock represents a contingent right to receive one share of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof. These shares of phantom stock were issued as compensation for services as an officer. F4 · derivative.exercise_date: The 2016a Phantom Stock Award will vest ratably on January 17, 2018, and January 16, 2019. The 2016b Phantom Stock Award vests ratably on January 17, 2018. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but no later than 70 days following the date on which the shares of phantom stock become vested. F4 · derivative.expiration_date: The 2016a Phantom Stock Award will vest ratably on January 17, 2018, and January 16, 2019. The 2016b Phantom Stock Award vests ratably on January 17, 2018. Shares of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof, will be delivered to the reporting person on or promptly following the vesting date applicable thereto, but no later than 70 days following the date on which the shares of phantom stock become vested. F5 · balance_after: These derivative securities include (a) 52,167 phantom stock shares that remain outstanding pursuant to the 2016a Phantom Stock Award and (b) 28,650 phantom stock shares that remain outstanding pursuant to the 2016b Phantom Stock Award. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:29 UTC | Western Refining, Inc. WNR · Entity 143163 | Tax withholdingCommon Stock | 20,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004860 · doc4.xml · nonDerivative · entry 2 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,769 F2 · shares: These shares of common stock were issuable upon vesting of the 2016a Phantom Stock Award and the 2016b Phantom Stock Award, but were withheld to satisfy the reporting person's tax obligations. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:29 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionCommon Stock | 54,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004860 · doc4.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,718 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 · shares: 26,083 shares of common stock were issued pursuant to a phantom stock award granted to the reporting person on June 23, 2016, (the "2016a Phantom Stock Award") and 28,650 shares were issued pursuant to a phantom stock award granted to the reporting person on June 23, 2016 (the "2016b Phantom Stock Award"), both of which were settled at the election of the Compensation Committee of WNR's Board of Directors (the "Board") in WNR common stock. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:26 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionPhantom Stock · Derivative | 137,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000440 · doc4.xml · derivative · entry 3 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,550 Underlying: Common Stock · 137,641 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. F3 · derivative.exercise_price: These shares of phantom stock represent a contingent right to receive one share of WNR common stock or, at the election of the Compensation Committee of the Board, the cash value thereof. These shares of phantom stock were issued as compensation for services as an officer of Issuer. F4 · derivative.exercise_date: This Phantom Stock Award vested December 30, 2016. F4 · derivative.expiration_date: This Phantom Stock Award vested December 30, 2016. F5 · balance_after: This number of derivative securities include (a) 57,300 phantom stock shares that remain outstanding pursuant to a phantom stock award granted on June 23, 2016, and (b) 78,250 phantom stock shares that remain outstanding pursuant to a phantom stock award granted on June 23, 2016. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:26 UTC | Western Refining, Inc. WNR · Entity 143163 | Tax withholdingCommon Stock | 61,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000440 · doc4.xml · nonDerivative · entry 2 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,985 F2 · shares: These shares of common stock were issuable upon vesting of the Phantom Stock Award, but were withheld to satisfy the reporting person's tax obligations. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 18:26 UTC | Western Refining, Inc. WNR · Entity 143163 | Exercise / conversionCommon Stock | 137,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000440 · doc4.xml · nonDerivative · entry 1 LAMP DAVID L · CIK 0001275536 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,442 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 · shares: 137,641 shares were issued pursuant to a phantom stock award ("Phantom Stock Award") granted to the reporting person on June 23, 2016, which were settled at the election of the Compensation Committee of WNR's Board of Directors (the "Board") in WNR common stock. 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.