Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMPASS MINERALS INTERNATIONAL INCCMP · Entity 4940 | Chief Financial Officer | December 18, 2024 | December 19, 2024 |
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.
COMPASS MINERALS INTERNATIONAL INC
Report date December 18, 2024 · Filed December 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,226 |
Ending reported balance
After 2024-12-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-18 · Exercise / conversion · Acquired 3,152 · Balance 3,152 Row 2 · 2024-12-18 · Tax withholding · Disposed 926 · Balance 2,226 F1: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the restricted stock units listed in Table II. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-10-15 | Direct | 6,304 |
Reported balance
After 2024-12-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-12-18 · Exercise / conversion · Disposed 3,152 · Balance 6,304 F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3: The first tranche of these restricted stock units vests on the first anniversary of the grant date. The remaining two tranches will continue to vest, equally, on October 15, 2025 and October 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the restricted stock units listed in Table II.
F2: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.
F3: The first tranche of these restricted stock units vests on the first anniversary of the grant date. The remaining two tranches will continue to vest, equally, on October 15, 2025 and October 15, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Crestwood Equity Partners LP
Report date November 03, 2023 · Filed November 07, 2023
Section 16 reporting ended · disclosed 2023-11-07. 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 |
Ending reported balance
After 2023-11-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-03 · Grant · Acquired 2,411 · Balance 29,258 F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. Row 2 · 2023-11-03 · Disposition to issuer · Disposed 29,258 · Balance 0 F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F5: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer other than the Pre-2023 Issuer Restricted Units (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration, subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F6: Pursuant to the Merger Agreement, each eligible Issuer common unit issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger").
F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit.
F3: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F5: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer other than the Pre-2023 Issuer Restricted Units (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration, subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
F6: Pursuant to the Merger Agreement, each eligible Issuer common unit issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45.
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 18, 2024 Filed Dec 19, 2024 21:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000232 · wk-form4_1734644367.xml · derivative · entry 3 Cathey Jeffrey M · CIK 0001980072 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,304 Underlying: Common Stock · 3,152 shares Expires 2026-10-15 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: The first tranche of these restricted stock units vests on the first anniversary of the grant date. The remaining two tranches will continue to vest, equally, on October 15, 2025 and October 15, 2026. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 21:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 926 | $12.02 | $11,130.52 |
DisclosureSEC source: 0001227654-24-000232 · wk-form4_1734644367.xml · nonDerivative · entry 2 Cathey Jeffrey M · CIK 0001980072 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,226 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the restricted stock units listed in Table II. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 21:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 3,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000232 · wk-form4_1734644367.xml · nonDerivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,152 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 |
| October 15, 2024 Filed Oct 17, 2024 20:08 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 23,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000195 · wk-form4_1729195722.xml · derivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,383 Underlying: Common Stock · 23,383 shares Expires 2027-10-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on October 15, 2027 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:27 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 4,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000125 · wk-form4_1718137619.xml · derivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,672 Underlying: Common Stock · 4,672 shares Expires 2027-06-07 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: Restricted stock units vest in three equal installments, beginning on the first anniversary of the grant date and ending on June 7, 2027. Read SEC document |
| April 08, 2024 Filed Apr 29, 2024 21:41 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 7,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000098 · wk-form4_1714426910.xml · derivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,164 Underlying: Common Stock · 7,164 shares Expires 2026-04-08 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: 50% of the restricted stock units will vest on the first anniversary of the grant date with the remaining 50% vesting on the second anniversary of the grant date. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:12 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 9,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000241 · wk-form4_1703106722.xml · derivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,456 Underlying: Common Stock · 9,456 shares Expires 2026-10-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The first tranche of these restricted stock units vest on the first anniversary of the grant date. The remaining two tranches will continue to vest, equally, on October 15, 2025 and October 15, 2026. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:41 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Disposition to issuerCommon Units | 29,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020247 · doc4.xml · nonDerivative · entry 2 Cathey Jeffrey M · CIK 0001980072 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F4 · shares: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F1 · price: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3 · price: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. F4 · price: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer granted prior to January 1, 2023 (each, a "Pre-2023 Issuer Restricted Unit") vested in full and converted into the right to receive the common unit merger consideration. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F5 · price: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted unit of the Issuer other than the Pre-2023 Issuer Restricted Units (each, a "2023 Issuer Restricted Unit") converted into the right to receive the common unit merger consideration, subject to the same restrictions and other terms and conditions (including as to vesting and forfeiture and any so-called "double-trigger" protection) that were applicable to such 2023 Issuer Restricted Unit immediately prior to such conversion. The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. F6 · price: Pursuant to the Merger Agreement, each eligible Issuer common unit issued and outstanding immediately prior to the Effective Time was converted into the right to receive 2.07 Energy Transfer common units (the "common unit merger consideration"). The average closing price of an Energy Transfer common unit for the ten (10) trading days immediately preceding the Closing Date was $13.45. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:41 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | GrantCommon Units | 2,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020247 · doc4.xml · nonDerivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,258 F1 · price: On November 3, 2023 (the "Closing Date"), pursuant to the Agreement and Plan of Merger, dated as of August 16, 2023 (the "Merger Agreement"), by and among the Issuer, Energy Transfer LP ("Energy Transfer"), Pachyderm Merger Sub LLC, a direct wholly owned subsidiary of Energy Transfer ("Merger Sub"), and, solely for the purposes set forth therein, LE GP, LLC, the Issuer merged with and into Merger Sub, with Merger Sub surviving as a direct wholly owned subsidiary of Energy Transfer (the "Merger"). F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding performance unit of the Issuer, which do not constitute derivative securities at the time of grant, granted prior to January 1, 2023, or that was otherwise vested at the Effective Time (each, a "Pre-2023 Issuer Performance Unit") was cancelled in exchange for the payment of (i) the common unit merger consideration (as defined below) with respect to the number of common units of the Issuer (each, an "Issuer common unit") issuable pursuant to such Pre-2023 Issuer Performance Unit based upon a performance multiplier of 100% and (ii) an amount in cash equal to any accrued but unpaid cash distribution equivalents with respect to such Pre-2023 Issuer Performance Unit. F3 · price: (Continued from footnote 2) The average closing price of a common unit representing limited partnership interests in Energy Transfer (each, an "Energy Transfer common unit") for the ten (10) trading days immediately preceding the Closing Date was $13.45. Read SEC document |
| August 12, 2023 Filed Aug 15, 2023 18:28 UTC | Crestwood Equity Partners LP CEQP · Entity 108514 | Tax withholdingCommon Units | 6,343 | $26.43 | $167,645.49 |
DisclosureSEC source: 0001209191-23-045914 · doc4.xml · nonDerivative · entry 1 Cathey Jeffrey M · CIK 0001980072 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,847 F1 · balance_after: Includes restricted units granted under the Crestwood Equity Partners LP Long Term Incentive Plans, as amended. F2 · balance_after: Mr. Cathey was appointed as a Section 16 officer on July 1, 2023. In the six months prior to his appointment, Mr. Cathey sold CEQP units as follows: 3,500 units on 2/27/2023 at $25.30, 2,500 units on 3/2/2023 at $25.50, 2,500 units on 3/6/2023 at $25.75 and 3,161 units on 3/13/2023 at $25.30. 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.