Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | EVP - Operations | December 05, 2025 | December 09, 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.
Energy Transfer 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 | 652,731 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Tax withholding · Disposed 46,255 · Balance 652,731 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. |
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.
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 | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 46,255 | $16.60 | $767,833.00 |
DisclosureSEC source: 0001193125-25-312990 · ownership.xml · nonDerivative · entry 1 McIlwain Gregory G. · CIK 0002021465 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652,731 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 16:30 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 35,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134570 · ownership.xml · derivative · entry 2 McIlwain Gregory G. · CIK 0002021465 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,238 Underlying: Common Units · 35,925 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, 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. 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, 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. 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, 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 | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 107,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134570 · ownership.xml · nonDerivative · entry 1 McIlwain Gregory G. · CIK 0002021465 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 698,986 F1 · 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 |
| August 23, 2024 Filed Aug 26, 2024 08:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 20,000 | $15.68 | $313,600.00 |
DisclosureSEC source: 0000950170-24-100353 · ownership.xml · nonDerivative · entry 1 McIlwain Gregory G. · CIK 0002021465 · EVP - Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591,211 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.