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person · Reporting owner

Szydlowski Norman J

Disclosed activity across 6 companies

Tapewire entity
88830
SEC CIK
0001502069

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
EQT CorpEQT · Entity 3112DirectorOctober 01, 2018October 03, 2018
HF Sinclair CorpDINO · Entity 3289DirectorNovember 08, 2023November 09, 2023

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.

EQT Corp

Report date October 01, 2018 · Filed October 03, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectDeferred Compensation1,464 Reported balance After 2018-10-01 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2018-10-01 · Purchase · Acquired 480 · Balance 1,464

HF Sinclair Corp

Report date November 08, 2023 · Filed November 09, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect7,869 Reported balance After 2023-11-08 transaction · row 1
1 source row

Row 1 · 2023-11-08 · Grant · Acquired 3,005 · Balance 7,869

F1: Restricted stock units granted under the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan. The restricted stock units are subject to restrictions that will lapse on December 1, 2024 (or on the first business day thereafter if such date falls on a weekend), provided the reporting person has served on the board of directors of the Issuer from the grant date until such vesting date. Unless settlement is deferred pursuant to the Issuer's deferred compensation arrangement for directors, the vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units granted under the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan. The restricted stock units are subject to restrictions that will lapse on December 1, 2024 (or on the first business day thereafter if such date falls on a weekend), provided the reporting person has served on the board of directors of the Issuer from the grant date until such vesting date. Unless settlement is deferred pursuant to the Issuer's deferred compensation arrangement for directors, the vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units.

Past disclosures · reporting ended (4)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

8point3 Energy Partners LP

Report date June 19, 2018 · Filed June 21, 2018

Section 16 reporting ended · disclosed 2018-06-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Shares representing limited partner interestsSEC Table I · non-derivativeDirect0 Reported balance After 2018-06-19 transaction · row 1
1 source row

Row 1 · 2018-06-19 · Disposition to issuer · Disposed 17,462 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share.

Class A Shares representing limited partner interestsSEC Table I · non-derivativeIndirectBy Szydlowski Family Trust0 Reported balance After 2018-06-19 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2018-06-19 · Disposition to issuer · Disposed 2,500 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger and Purchase Agreement, dated as of February 5, 2018, by and among 8point3 Energy Partners LP, 8point3 General Partner, LLC, 8point3 Operating Company, LLC, 8point3 Holding Company, LLC, 8point3 Solar CEI, LLC, 8point3 Co-Invest Feeder 1, LLC, 8point3 Co-Invest Feeder 2, LLC, CD Clean Energy and Infrastructure V JV (Holdco), LLC, 8point3 Partnership Merger Sub, LLC, 8point3 OpCo Merger Sub 1, LLC, and 8point3 OpCo Merger Sub 2, LLC, all of the Class A Shares held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $12.48 per share.

JP Energy Partners LP

Report date March 08, 2017 · Filed March 09, 2017

Section 16 reporting ended · disclosed 2017-03-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON UNITS (LIMITED PARTNER INTERESTS)SEC Table I · non-derivativeDirect0 Ending reported balance After 2017-03-08 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2017-03-08 · Exercise / conversion · Acquired 10,259 · Balance 13,092

F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively.

Row 2 · 2017-03-08 · Disposition to issuer · Disposed 13,092 · Balance 0

F1: Converted into common units of American Midstream Partners, LP ("AMID") in connection with the merger of the issuer into a wholly-owned subsidiary of AMID effective on March 8, 2017 (the "Merger"), On March 7, 2017, the last trading day of the issuer's common units, the closing price of issuer common units was $9.44 per unit and the closing price of AMID's common units was $16.45 per unit. Each issuer common unit outstanding held by the reporting person was converted into 0.5775 AMID common units at the effective time of the Merger.

PHANTOM UNITS (WITH DERS)SEC Table II · derivative / convertible securityDirect0 Reported balance After 2017-03-08 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2017-03-08 · Exercise / conversion · Disposed 10,259 · Balance 0

F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively.

Filing footnotes · ownership attribution and instrument terms

F1: Converted into common units of American Midstream Partners, LP ("AMID") in connection with the merger of the issuer into a wholly-owned subsidiary of AMID effective on March 8, 2017 (the "Merger"), On March 7, 2017, the last trading day of the issuer's common units, the closing price of issuer common units was $9.44 per unit and the closing price of AMID's common units was $16.45 per unit. Each issuer common unit outstanding held by the reporting person was converted into 0.5775 AMID common units at the effective time of the Merger.

F2: Each phantom unit is the economic equivalent of one common unit and is accompanied by a distribution equivalent right, entitling the holder to an amount equal to any cash distributions paid on each of the issuer's common units payable in cash. The phantom units and associated dividend equivalent rights vested immediately prior to the closing of the Merger and upon such vesting converted into common units and cash, respectively.

Midstream Co LLC

Report date July 22, 2024 · Filed July 22, 2024

Section 16 reporting ended · disclosed 2024-07-22. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-07-22 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2024-07-22 · Disposition to issuer · Disposed 202,683 · Balance 0

F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit (including for deferred fees to be settled in shares of common stock) became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit.

Filing footnotes · ownership attribution and instrument terms

F1: On July 22, 2024, pursuant to an Agreement and Plan of Merger, dated as of March 10, 2024, Humpty Merger Sub Inc., a wholly owned subsidiary of EQT Corporation ("EQT"), merged with and into Equitrans Midstream Corporation (the "Company") with the Company surviving as an indirect wholly owned subsidiary of EQT (the "First Step Surviving Corporation") and as the second step in a single integrated transaction, the First Step Surviving Corporation merged with and into Humpty Merger Sub LLC, a wholly owned subsidiary of EQT and each outstanding phantom stock unit (including for deferred fees to be settled in shares of common stock) became fully vested, any restrictions lapsed, and each phantom stock unit was converted into the right to receive a number of EQT shares (rounded up to the next whole EQT share) equal to the product obtained by multiplying (x) 0.3504 shares of EQT common stock by (y) the total number of shares of Company common stock underlying such Company phantom stock unit.

Transocean Partners LLC

Report date December 09, 2016 · Filed December 13, 2016

Section 16 reporting ended · disclosed 2016-12-13. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common UnitsSEC Table I · non-derivativeDirect0 Ending reported balance After 2016-12-09 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2016-12-09 · Exercise / conversion · Acquired 11,435 · Balance 14,435

F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

Row 2 · 2016-12-09 · Tax withholding · Disposed 5,146 · Balance 9,289

F3: Common units automatically withheld upon vesting to satisfy tax withholding obligations.

Row 3 · 2016-12-09 · Disposition to issuer · Disposed 9,289 · Balance 0

F4: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares.

Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2016-12-09 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2016-12-09 · Exercise / conversion · Disposed 4,980 · Balance 0

F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F2: Not Applicable.

Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2016-12-09 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2016-12-09 · Exercise / conversion · Disposed 6,455 · Balance 0

F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F2: Not Applicable.

Filing footnotes · ownership attribution and instrument terms

F1: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F2: Not Applicable.

F3: Common units automatically withheld upon vesting to satisfy tax withholding obligations.

F4: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 09, 2016 Filed Dec 13, 2016 19:01 UTC Transocean Partners LLC RIGP · Entity 180417 Exercise / conversionPhantom Units · Derivative 6,455 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001179110-16-032911 · edgar.xml · derivative · entry 5

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units · 6,455 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F1 · derivative.exercise_date: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F2 · derivative.expiration_date: Not Applicable.

Read SEC document
December 09, 2016 Filed Dec 13, 2016 19:01 UTC Transocean Partners LLC RIGP · Entity 180417 Exercise / conversionPhantom Units · Derivative 4,980 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001179110-16-032911 · edgar.xml · derivative · entry 4

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Units · 4,980 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F1 · derivative.exercise_date: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

F2 · derivative.expiration_date: Not Applicable.

Read SEC document
December 09, 2016 Filed Dec 13, 2016 19:01 UTC Transocean Partners LLC RIGP · Entity 180417 Disposition to issuerCommon Units 9,289 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 3

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F4 · price: Disposition in connection with the Merger. At the effective time of the Merger, each outstanding common unit of Transocean Partners was converted into the right to receive 1.2000 Transocean Ltd. shares.

Read SEC document
December 09, 2016 Filed Dec 13, 2016 19:01 UTC Transocean Partners LLC RIGP · Entity 180417 Tax withholdingCommon Units 5,146 $17.83 $91,753.18
Disclosure

SEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 2

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,289

F3 · price: Common units automatically withheld upon vesting to satisfy tax withholding obligations.

Read SEC document
December 09, 2016 Filed Dec 13, 2016 19:01 UTC Transocean Partners LLC RIGP · Entity 180417 Exercise / conversionCommon Units 11,435 $0.00 $0.00
Disclosure

SEC source: 0001179110-16-032911 · edgar.xml · nonDerivative · entry 1

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,435

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 · price: Immediately prior to the Merger, all of the reporting person's phantom units granted pursuant to Transocean Partners' long-term incentive plan on May 4, 2015 and May 5, 2016 vested in full, and an equal number of Transocean Partners common units were deemed issued in settlement thereof. The phantom units are 1-for-1 common unit equivalents.

Read SEC document
November 30, 2016 Filed Dec 1, 2016 10:34 UTC 8point3 Energy Partners LP CAFD · Entity 165555 GrantClass A Shares representing limited partner interests 1,468 $12.78 $18,761.04
Disclosure

SEC source: 0001209191-16-152582 · doc4.xml · nonDerivative · entry 1

Szydlowski Norman J · CIK 0001502069 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,060

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.