Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | SVP, Gen Counsel, Secretary | March 01, 2024 | March 05, 2024 |
| Hyliion Holdings Corp.SHLL · Entity 5333 | VP, Gen. Counsel and Secretary | March 04, 2019 | March 06, 2019 |
| TortoiseEcofin Acquisition Corp. IIITRTL · Entity 109785 | VP, Gen. Counsel and Secretary | July 19, 2021 | July 19, 2021 |
| Volta Inc.SNPR · Entity 114899 | VP, Gen. Counsel and Secretary | September 10, 2020 | September 10, 2020 |
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.
ALLIANCE RESOURCE PARTNERS LP
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitSEC Table I · non-derivative | Direct | 4,724.972 |
Reported balance
Holding disclosure · report date 2024-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,724.972 |
Hyliion Holdings Corp.
Report date March 04, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2019-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-04 · Purchase · Acquired 5,000 · Balance 5,000 F1: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F2: Reporting Person purchased the securities directly from the underwriters in connection with the Issuer's initial public offering. |
| WarrantSEC Table II · derivative / convertible security | Direct | 2,500 |
Reported balance
After 2019-03-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-04 · Purchase · Acquired 2,500 · Balance 2,500 F1: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F2: Reporting Person purchased the securities directly from the underwriters in connection with the Issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer.
F2: Reporting Person purchased the securities directly from the underwriters in connection with the Issuer's initial public offering.
TortoiseEcofin Acquisition Corp. III
Report date July 19, 2021 · Filed July 19, 2021
This filing explicitly reported no securities owned.
Volta Inc.
Report date September 10, 2020 · Filed September 10, 2020
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.
Arc Logistics Partners LP
Report date December 21, 2017 · Filed December 26, 2017
Section 16 reporting ended · disclosed 2017-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 80,589 |
Reported balance
After 2017-12-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-21 · Grant · Acquired 48,750 · Balance 80,589 F1: Represents vested phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. F2: Includes an adjustment of 23 units that were previously not reflected as beneficially owned as a result of estimating the disposition for tax withholding purposes on account of the partial vesting of units attributable to previously reported awards of 2,095 phantom units and 10,000 phantom units. |
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 106,839 |
Reported balance
After 2017-12-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-12-21 · Grant · Acquired 26,250 · Balance 106,839 F1: Represents vested phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. |
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-21 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-12-21 · Disposition to issuer · Disposed 106,839 · Balance 0 F3: Pursuant to the Purchase Agreement and Plan of Merger dated as of August 29, 2017, by and among Zenith Energy U.S., L.P., Zenith Energy U.S. GP, LLC, Zenith Energy U.S. Logistics Holdings, LLC, Zenith Energy U.S. Logistics, LLC, Arc Logistics Partners LP, Arc Logistic GP LLC, Lightfoot Capital Partners, LP and Lightfoot Capital Partners GP LLC, all of the common units and phantom units (each representing a contingent right to receive one common unit upon settlement) held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $16.50 per unit, subject to any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vested phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan.
F2: Includes an adjustment of 23 units that were previously not reflected as beneficially owned as a result of estimating the disposition for tax withholding purposes on account of the partial vesting of units attributable to previously reported awards of 2,095 phantom units and 10,000 phantom units.
F3: Pursuant to the Purchase Agreement and Plan of Merger dated as of August 29, 2017, by and among Zenith Energy U.S., L.P., Zenith Energy U.S. GP, LLC, Zenith Energy U.S. Logistics Holdings, LLC, Zenith Energy U.S. Logistics, LLC, Arc Logistics Partners LP, Arc Logistic GP LLC, Lightfoot Capital Partners, LP and Lightfoot Capital Partners GP LLC, all of the common units and phantom units (each representing a contingent right to receive one common unit upon settlement) held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $16.50 per unit, subject to any required withholding taxes.
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 |
|---|---|---|---|---|---|---|
| March 04, 2019 Filed Mar 6, 2019 17:11 UTC | Hyliion Holdings Corp. SHLL · Entity 5333 | PurchaseWarrant · Derivative | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001213900-19-003682 · ownership.xml · derivative · entry 2 Schnitzer Steven C. · CIK 0001598493 · VP, Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed F1 · security: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F1 · derivative.exercise_price: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F2 · shares: Reporting Person purchased the securities directly from the underwriters in connection with the Issuer's initial public offering. F1 · price: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F1 · derivative.exercise_date: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F1 · derivative.expiration_date: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 17:11 UTC | Hyliion Holdings Corp. SHLL · Entity 5333 | PurchaseClass A Common Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001213900-19-003682 · ownership.xml · nonDerivative · entry 1 Schnitzer Steven C. · CIK 0001598493 · VP, Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · security: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. F2 · shares: Reporting Person purchased the securities directly from the underwriters in connection with the Issuer's initial public offering. F1 · price: Includes securities underlying 5,000 units of the Issuer purchased for $10.00 per unit. Each unit consists of one share of the Issuer's Class A common stock and one-half of one redeemable warrant, with each whole warrant entitling the holder thereof to purchase one share of the Issuer's Class A common stock at an exercise price of $11.50 per share. The warrants will become exercisable on the later of (i) 30 days after the completion of the Issuer's initial business combination, and (ii) 12 months from the closing of the Issuer's initial public offering, and will expire upon the earlier of (a) five years after the completion of the Issuer's initial business combination, or (b) upon the liquidation of the Issuer. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 20:55 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | Disposition to issuerCommon units representing limited partner interests | 106,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-029589 · doc4.xml · nonDerivative · entry 3 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Pursuant to the Purchase Agreement and Plan of Merger dated as of August 29, 2017, by and among Zenith Energy U.S., L.P., Zenith Energy U.S. GP, LLC, Zenith Energy U.S. Logistics Holdings, LLC, Zenith Energy U.S. Logistics, LLC, Arc Logistics Partners LP, Arc Logistic GP LLC, Lightfoot Capital Partners, LP and Lightfoot Capital Partners GP LLC, all of the common units and phantom units (each representing a contingent right to receive one common unit upon settlement) held by the Reporting Person were cancelled and converted into the right to receive an amount in cash equal to $16.50 per unit, subject to any required withholding taxes. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 20:55 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | GrantCommon units representing limited partner interests | 26,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-029589 · doc4.xml · nonDerivative · entry 2 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,839 F1 · kind: Represents vested phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 20:55 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | GrantCommon units representing limited partner interests | 48,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-029589 · doc4.xml · nonDerivative · entry 1 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,589 F1 · kind: Represents vested phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. F2 · balance_after: Includes an adjustment of 23 units that were previously not reflected as beneficially owned as a result of estimating the disposition for tax withholding purposes on account of the partial vesting of units attributable to previously reported awards of 2,095 phantom units and 10,000 phantom units. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 20:52 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | Tax withholdingCommon units representing limited partner interests | 312 | $13.86 | $4,324.32 |
DisclosureSEC source: 0000899243-17-007250 · doc4.xml · nonDerivative · entry 5 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,816 F4 · kind: Represents the disposition for tax withholding purposes on account of the partial vesting of common units attributable to a previously reported award of 2,095 phantom units. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on March 10, 2017. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:52 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | Tax withholdingCommon units representing limited partner interests | 1,352 | $14.14 | $19,117.28 |
DisclosureSEC source: 0000899243-17-007250 · doc4.xml · nonDerivative · entry 4 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,128 F3 · kind: Represents the disposition for tax withholding purposes on account of the partial vesting of common units attributable to a previously reported award of 10,000 phantom units. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on March 9, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:52 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | Tax withholdingCommon units representing limited partner interests | 1,295 | $14.37 | $18,609.15 |
DisclosureSEC source: 0000899243-17-007250 · doc4.xml · nonDerivative · entry 3 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,480 F2 · kind: Represents the issuance of common units upon settlement of phantom units that were awarded under the Arc Logistics Amended and Restated Long Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:52 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | GrantCommon units representing limited partner interests | 3,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007250 · doc4.xml · nonDerivative · entry 2 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,775 F2 · kind: Represents the issuance of common units upon settlement of phantom units that were awarded under the Arc Logistics Amended and Restated Long Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:52 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | GrantCommon units representing limited partner interests | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007250 · doc4.xml · nonDerivative · entry 1 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,485 F1 · balance_after: Includes an adjustment of 319 common units that were withheld for tax withholding purposes on account of the partial vesting of common units attributable to a previously reported award of 2,095 phantom units. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 17:05 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | Tax withholdingCommon units representing limited partner interests | 6,541 | $14.50 | $94,844.50 |
DisclosureSEC source: 0000899243-16-033901 · doc4.xml · nonDerivative · entry 2 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,804 F1 · kind: Represents issuance of common units upon settlement of phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on November 17, 2016. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 17:05 UTC | Arc Logistics Partners LP ARCX · Entity 170891 | GrantCommon units representing limited partner interests | 16,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-033901 · doc4.xml · nonDerivative · entry 1 Schnitzer Steven C. · CIK 0001598493 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,345 F1 · kind: Represents issuance of common units upon settlement of phantom units subject to performance-based vesting that were awarded under the Issuer's Long-Term Incentive Plan. For tax withholding purposes, the value of the common units was deemed to be equal to the closing price of the Issuer's common units on November 17, 2016. 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.