Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | EVP & Chief Operations Officer | December 05, 2025 | December 09, 2025 |
| SunocoCorp LLCSUNC · Entity 4048 | EVP & Chief Operations Officer | November 03, 2025 | November 04, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Sunoco LP
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 291,052 |
Ending reported balance
After 2025-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-05 · Tax withholding · Disposed 14,600 · Balance 255,952 F1: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco 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 35,100 · Balance 291,052 F2: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2028 and 40% on 12/5/2030 generally contingent upon the continued employment of the reporting person on each applicable vesting date. |
| Cash UnitsSEC Table II · derivative / convertible security | Direct | 17,200 |
Reported balance
After 2025-12-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-05 · Grant · Acquired 11,700 · Balance 17,200 F3: An award of cash units granted under the Sunoco 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. |
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 Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards.
F2: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2028 and 40% on 12/5/2030 generally contingent upon the continued employment of the reporting person on each applicable vesting date.
F3: An award of cash units granted under the Sunoco 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.
SunocoCorp LLC
Report date November 03, 2025 · Filed November 04, 2025
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 9, 2025 17:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCash Units · Derivative | 11,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-312988 · ownership.xml · derivative · entry 3 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,200 Underlying: Common Units · 11,700 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Sunoco 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 Sunoco 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 Sunoco 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 Sunoco 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 17:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 35,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312988 · ownership.xml · nonDerivative · entry 2 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,052 F2 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2028 and 40% on 12/5/2030 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 17:30 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 14,600 | $55.26 | $806,796.00 |
DisclosureSEC source: 0001193125-25-312988 · ownership.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,952 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco 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 |
| February 18, 2025 Filed Feb 18, 2025 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022419 · ownership.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,552 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2027 and 40% on 12/5/2029 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 16:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCash Units · Derivative | 8,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-134567 · ownership.xml · derivative · entry 3 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,250 Underlying: Common Units · 8,250 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Sunoco 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 Sunoco 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 Sunoco 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 Sunoco 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 16:30 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 24,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134567 · ownership.xml · nonDerivative · entry 2 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,552 F2 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2027 and 40% on 12/5/2029 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 16:30 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 10,114 | $54.97 | $555,946.35 |
DisclosureSEC source: 0000950170-24-134567 · ownership.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,802 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco 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 |
| May 24, 2024 Filed May 29, 2024 09:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 3,000 | $50.18 | $150,540.00 |
DisclosureSEC source: 0000950170-24-065638 · ownership.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,916 Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 16:40 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058291 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,916 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2026 and 40% on 12/5/2028 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 18:18 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 20,386 | $53.76 | $1,095,910.59 |
DisclosureSEC source: 0001209191-23-057784 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,916 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco 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, 2022 Filed Dec 14, 2022 16:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 26,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061154 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,302 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2025 and 40% on 12/5/2027 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 8,520 | $42.91 | $365,550.60 |
DisclosureSEC source: 0001209191-22-060162 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,802 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 17:01 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070590 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,322 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2024 and 40% on 12/5/2026 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2021 Filed Dec 7, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 14,352 | $39.42 | $565,684.08 |
DisclosureSEC source: 0001209191-21-068349 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,822 Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054862 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,174 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2023 and 40% on 12/5/2025 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000465 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,174 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2023 and 40% on 12/5/2025 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,673 | $28.63 | $133,802.01 |
DisclosureSEC source: 0001209191-20-062304 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,174 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 16:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 5,000 | $14.30 | $71,500.00 |
DisclosureSEC source: 0001209191-20-019978 · doc4.xml · nonDerivative · entry 3 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,847 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 16:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 4,700 | $14.80 | $69,552.95 |
DisclosureSEC source: 0001209191-20-019978 · doc4.xml · nonDerivative · entry 2 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,847 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 16:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 300 | $14.79 | $4,437.57 |
DisclosureSEC source: 0001209191-20-019978 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,147 Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 17:36 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060936 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,847 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 17:18 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 7,147 | $31.04 | $221,842.88 |
DisclosureSEC source: 0001209191-19-059745 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,847 Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 18:02 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 26,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063735 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,994 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 17:43 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 1,883 | $27.83 | $52,403.89 |
DisclosureSEC source: 0001209191-18-061586 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,994 Read SEC document |
| January 25, 2018 Filed Jan 25, 2019 17:52 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005410 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · SVP, Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,994 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 13:16 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 20,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066957 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP, Supply & Trading 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,877 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 12/5/2020 and 40% on 12/5/2022 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:31 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 3,793 | $29.77 | $112,917.61 |
DisclosureSEC source: 0001209191-17-064429 · doc4.xml · nonDerivative · entry 1 Fails Karl R · CIK 0001694181 · EVP, Supply & Trading 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,377 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.