person · Reporting owner
MCCREA MARSHALL S III
Disclosed activity across 4 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | Director · Co-CEO | December 05, 2024 | December 09, 2025 |
| Energy Transfer Operating, L.P.ETP · Entity 143732 | Director · Chief Commercial Officer | October 19, 2018 | October 23, 2018 |
| PennTex Midstream Partners, LPPTXP · Entity 177936 | Director | November 01, 2016 | November 09, 2016 |
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 December 05, 2024 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 7,862,107 |
Ending reported balance
After 2025-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-05 · Tax withholding · Disposed 381,947 · Balance 7,157,669 F1: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Row 2 · 2025-12-05 · Grant · Acquired 704,438 · Balance 7,862,107 F2: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2028 and the remaining 40% on December 5, 2030 generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date. |
| Cash UnitsSEC Table II · derivative / convertible security | Direct | 463,716 |
Reported balance
After 2025-12-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-05 · Grant · Acquired 234,812 · Balance 463,716 F3: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Son | 45,389 |
Reported balance
Holding disclosure · report date 2024-12-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 45,389 |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards.
F2: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2028 and the remaining 40% on December 5, 2030 generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date.
F3: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date.
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 1,062,976 · 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. |
| Common UnitsSEC Table I · non-derivative | IndirectBy: Son | 0 |
Reported balance
After 2018-10-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-10-19 · Disposition to issuer · Disposed 35,460 · 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.
PennTex Midstream Partners, LP
Report date November 01, 2016 · Filed November 09, 2016
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.
Energy Transfer, LP
Report date April 28, 2017 · Filed May 02, 2017
Section 16 reporting ended · disclosed 2017-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON UNITSSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-28 · Disposition to issuer · Disposed 175,854 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. |
| COMMON UNITSSEC Table I · non-derivative | IndirectBY: SON | 0 |
Reported balance
After 2017-04-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-04-28 · Disposition to issuer · Disposed 23,640 · Balance 0 F1: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units.
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 05, 2025 Filed Dec 9, 2025 22:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 234,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-312981 · ownership.xml · derivative · entry 4 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,716 Underlying: Common Units · 234,812 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2026, one-third on December 5, 2027, and one-third on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 704,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312981 · ownership.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,862,107 F2 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2028 and the remaining 40% on December 5, 2030 generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:30 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 381,947 | $16.60 | $6,340,320.20 |
DisclosureSEC source: 0001193125-25-312981 · ownership.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,157,669 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 213,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-134566 · ownership.xml · derivative · entry 4 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,358 Underlying: Common Units · 213,000 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2025, one-third on December 5, 2026, and one-third on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 639,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134566 · ownership.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,539,616 F2 · 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 employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:30 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 372,138 | $19.14 | $7,123,837.73 |
DisclosureSEC source: 0000950170-24-134566 · ownership.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,900,616 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 50,000 | $13.19 | $659,500.00 |
DisclosureSEC source: 0001209191-23-058463 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,272,754 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $13.185 to $13.2, inclusive. The reporting person undertakes to provide to ET, any security holder of ET, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within this range. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:55 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 260,712 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-058298 · doc4.xml · derivative · entry 3 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 598,396 Underlying: Common Units · 260,712 shares Expires not disclosed F2 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:55 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 782,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058298 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,222,754 F1 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2026 and the remaining 40% on December 5, 2028 generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:29 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 328,651 | $13.74 | $4,515,664.74 |
DisclosureSEC source: 0001209191-23-057797 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,440,616 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 21:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 50,000 | $13.79 | $689,500.00 |
DisclosureSEC source: 0001209191-23-048427 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,769,267 Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 21:49 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 50,000 | $13.64 | $682,000.00 |
DisclosureSEC source: 0001209191-23-048232 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,719,267 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 319,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-061160 · doc4.xml · derivative · entry 3 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,817 Underlying: Common Units · 319,650 shares Expires not disclosed F2 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 958,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061160 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,669,267 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 employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionPhantom Units · Derivative | 214,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060169 · doc4.xml · derivative · entry 4 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 214,952 shares Expires 2022-12-05 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. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 245,699 | $12.37 | $3,038,805.23 |
DisclosureSEC source: 0001209191-22-060169 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,710,317 F2 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionCommon Units | 214,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060169 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,956,016 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: Vesting of Phantom Units previously granted under the Energy Transfer Long-Term Incentive Plan. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 373,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-070589 · doc4.xml · derivative · entry 4 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,750 Underlying: Common Units · 373,750 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.underlying_shares: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 1,121,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070589 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,741,064 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 December 5, 2024 and 40% on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 14, 2021 Filed Dec 14, 2021 22:00 UTC | Energy Transfer LP ET · Entity 2966 | OtherCommon Units | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069492 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,619,814 F1 · shares: Transfer of ETE common units to the reporting person's former spouse as a division of marital assets. The reporting person disclaims beneficial ownership of units owned by his former spouse. Read SEC document |
| December 05, 2021 Filed Dec 8, 2021 00:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 210,790 | $8.61 | $1,814,691.11 |
DisclosureSEC source: 0001209191-21-068430 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,622,209 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 23:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 988,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000467 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,833,449 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 December 5, 2023 and 40% on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 22:00 UTC | Energy Transfer LP ET · Entity 2966 | OtherCommon Units | 9,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062995 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,845,284 F1 · shares: Transfer of units to reporting person's former spouse as a division of marital assets. The reporting person disclaims beneficial ownership of units owned by his former spouse. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionPhantom Units · Derivative | 322,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062307 · doc4.xml · derivative · entry 4 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,952 Underlying: Common Units · 322,427 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 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities, generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on the applicable vesting date. F1 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities, generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on the applicable vesting date. F1 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities, generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on the applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 183,018 | $6.34 | $1,160,700.16 |
DisclosureSEC source: 0001209191-20-062307 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,854,399 Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 22:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionCommon Units | 322,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062307 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037,417 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. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 13:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 24,100 | $8.04 | $193,768.82 |
DisclosureSEC source: 0001209191-20-017942 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,714,990 Read SEC document |
| December 20, 2019 Filed Feb 13, 2020 22:24 UTC | Energy Transfer LP ET · Entity 2966 | OtherCommon Units | 13,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009355 · doc5.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,690,890 F1 · shares: Transfer of units to reporting person's former spouse as a division of marital assets. The reporting person disclaims beneficial ownership of units owned by his former spouse. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 22:43 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 682,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060949 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,704,165 F1 · shares: An award of restricted units granted under one of the Issuers long-term incentive plans, scheduled to vest 60% on December 5, 2022 and 40% on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 21:48 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 128,881 | $11.76 | $1,514,996.16 |
DisclosureSEC source: 0001209191-19-059693 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,021,765 Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 22:13 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 25,000 | $11.60 | $289,875.00 |
DisclosureSEC source: 0001209191-19-056789 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,150,646 F1 · price: The price reported in Column 4 is a weighted average price. These common units were purchased in multiple transactions at prices ranging from $11.595 to $11.60, inclusive. The reporting person undertakes to provide to ET, any security holder of ET, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within this range. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 22:56 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 605,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063726 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125,646 F1 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2021 and 40% on December 5, 2023, generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 17, 2018 Filed Dec 17, 2018 22:48 UTC | Energy Transfer LP ET · Entity 2966 | OtherCommon Units | 35,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063012 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,519,906 F1 · shares: Transfer of units to reporting person's former spouse as a division of marital assets. The reporting person disclaims beneficial ownership of units owned by his former spouse. F2 · balance_after: The amount of Securities Beneficially Owned has been adjusted to include units acquired through a distribution reinvest plan. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 22:14 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 116,179 | $14.55 | $1,689,939.73 |
DisclosureSEC source: 0001209191-18-061543 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,555,582 Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 16:29 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | Disposition to issuerCommon Units | 35,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055954 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By: Son 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 |
| October 19, 2018 Filed Oct 23, 2018 16:29 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | Disposition to issuerCommon Units | 1,062,976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055954 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 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 |
| October 19, 2018 Filed Oct 23, 2018 20:53 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 45,389 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055967 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Group COO & CCO 10b5-1 filing: Not disclosed Ownership: Indirect · By: Son Disclosed balance after: 45,389 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 |
| October 19, 2018 Filed Oct 23, 2018 20:53 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 1,360,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-055967 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Group COO & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,671,761 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. F2 · balance_after: 937,662 of the reported units represents restricted unit awards granted under one of the Energy Transfer LP Long-Term Incentive Plans that vest 60% after three years and 40% after five years. Read SEC document |
| May 21, 2018 Filed May 24, 2018 01:35 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionSeries A Convertible Preferred Units · Derivative | 1,112,728 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001209191-18-032795 · doc4.xml · derivative · entry 3 MCCREA MARSHALL S III · CIK 0001276193 · Director · Group COO & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 267,156 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 · 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"). F3 · 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"). F3 · 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 24, 2018 01:35 UTC | Energy Transfer LP ETE · Entity 2966 | ConversionCommon Units | 267,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-032795 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Group COO & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444,726 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 · 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 · balance_after: The amount of Securities Beneficially Owned has been units adjusted to include units acquired through a distribution reinvest plan. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 16:19 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | OtherCommon Units | 54,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004549 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,062,976 F1 · shares: Transfer of units to reporting person's ex-wife. The reporting person disclaims beneficial ownership of units owned by his ex-wife. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 17:47 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 537,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066949 · doc4.xml · derivative · entry 3 MCCREA MARSHALL S III · CIK 0001276193 · Director · President - COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,379 Underlying: Common Units · 537,379 shares Expires not disclosed F4 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F4 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F4 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F4 · derivative.underlying: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:58 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | Tax withholdingCommon Units | 45,196 | $16.33 | $737,915.09 |
DisclosureSEC source: 0001209191-17-064480 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,117,359 Read SEC document |
| April 28, 2017 Filed May 2, 2017 17:22 UTC | Energy Transfer, LP ETP · Entity 176600 | Disposition to issuerCOMMON UNITS | 23,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-011463 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · BY: SON Disclosed balance after: 0 F1 · security: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. F1 · price: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. Read SEC document |
| April 28, 2017 Filed May 2, 2017 17:22 UTC | Energy Transfer, LP ETP · Entity 176600 | Disposition to issuerCOMMON UNITS | 175,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-011463 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. F1 · price: Disposition in connection with the merger of a wholly owned subsidiary of Sunoco Logistics Partners L.P. ("SXL") with Energy Transfer Partners, L.P. ("ETP"), with ETP continuing as the surviving entity and becoming a wholly owned subsidiary of SXL (the "Merger"). On April 27, 2017, the last trading day for the ETP common units, the closing price of the ETP common units was $35.93 per unit and the closing price of SXL's common units was $24.03 per unit. Each ETP common unit outstanding and each ETP restricted cash unit outstanding was converted into the right to receive 1.5 SXL common units and 1.5 restricted cash units relating to SXL Common Units. Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:22 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantCommon Units | 35,460 | $35.61 | $1,262,730.60 |
DisclosureSEC source: 0001209191-17-029430 · doc4.xml · nonDerivative · entry 3 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 35,460 Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:22 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantRestricted Units | 571,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029430 · doc4.xml · nonDerivative · entry 2 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840,279 F1 · shares: Represents restricted units granted under the Energy Transfer Partners, L.P. Second Amended and Restated 2008 Long-Term Incentive Plan and/or the Energy Transfer Partners, L.P. Amended and Restated 2011 Long-Term Incentive Plan (the "Restricted Units") that vest periodically so long as the reporting person either (i) remains employed by, or (ii) is continuously providing services to the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| April 28, 2017 Filed May 2, 2017 19:22 UTC | Energy Transfer Operating, L.P. ETP · Entity 143732 | GrantCommon Units | 263,781 | $35.61 | $9,393,241.41 |
DisclosureSEC source: 0001209191-17-029430 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,276 Read SEC document |
| April 19, 2017 Filed May 24, 2018 01:35 UTC | Energy Transfer LP ETE · Entity 2966 | OtherCommon Units | 1,175,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-032795 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director · Group COO & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177,570 F1 · shares: Transfer of units to former spouse as a division of marital assets. F1 · price: Transfer of units to former spouse as a division of marital assets. F2 · balance_after: The amount of Securities Beneficially Owned has been units adjusted to include units acquired through a distribution reinvest plan. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:59 UTC | Energy Transfer, LP ETP · Entity 176600 | GrantCommon Units | 153,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000165 · doc4.xml · nonDerivative · entry 1 MCCREA MARSHALL S III · CIK 0001276193 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,715 F1 · shares: An award of restricted Common Units granted under the Energy Transfer Partners, L.P. 2008 Second Amended and Restated Long-Term Incentive Plan that will vest 60% on December 5, 2019 and 40% on December 5, 2021 contingent upon the reporting person's continued service to the partnership 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.