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Davis R Eberley

Disclosed activity across 1 company

Tapewire entity
94243
SEC CIK
0001390074

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153SVP-LAW/ADMIN,GENERAL COUNSELFebruary 14, 2024February 16, 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.

ALLIANCE RESOURCE PARTNERS LP

Report date February 14, 2024 · Filed February 16, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom unitSEC Table II · derivative / convertible securityDirect89,386 Reported balance After 2024-02-14 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2024-02-14 · Grant · Acquired 2,967 · Balance 89,386

F1: 1 for 1

F3: Not applicable

F2: The Phantom units are to be settled in ARLP common units upon the termination of the Supplemental Executive Retirement Plan, which is expected in December 2024, or the reporting person's death or termination.

Common unitSEC Table I · non-derivativeDirect262,446 Reported balance Holding disclosure · report date 2024-02-14 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 262,446

Filing footnotes · ownership attribution and instrument terms

F1: 1 for 1

F2: The Phantom units are to be settled in ARLP common units upon the termination of the Supplemental Executive Retirement Plan, which is expected in December 2024, or the reporting person's death or termination.

F3: Not applicable

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
November 14, 2017 Filed Nov 16, 2017 14:05 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 617 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-014178 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,114

Underlying: Common unit · 617 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

Read SEC document
August 14, 2017 Filed Aug 16, 2017 13:16 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 596 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-011515 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,497

Underlying: Common unit · 596 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

Read SEC document
May 15, 2017 Filed May 15, 2017 16:30 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 430 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-007156 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,901

Underlying: Common unit · 430 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

Read SEC document
February 14, 2017 Filed Feb 16, 2017 14:29 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 407 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-002496 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,471

Underlying: Common unit · 407 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

Read SEC document
February 08, 2017 Filed Feb 10, 2017 15:04 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 Exercise / conversionRestricted unit · Derivative 19,118 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-002119 · edgar.xml · derivative · entry 3

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common units · 19,118 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.

F2 · derivative.exercise_price: On January 25, 2017, our Compensation Committee determined that the vesting requirements for the 2014 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2017 and subsequently issued on February 8, 2017 based upon an ARLP unit price of $23.25.

F2 · price: On January 25, 2017, our Compensation Committee determined that the vesting requirements for the 2014 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2017 and subsequently issued on February 8, 2017 based upon an ARLP unit price of $23.25.

F1 · derivative.expiration_date: Not applicable

Read SEC document
February 08, 2017 Filed Feb 10, 2017 15:04 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 Tax withholdingCommon unit 6,766 $23.25 $157,309.50
Disclosure

SEC source: 0001179110-17-002119 · edgar.xml · nonDerivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,839

F3 · price: Upon vesting, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $23.25.

Read SEC document
February 08, 2017 Filed Feb 10, 2017 15:04 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 Exercise / conversionCommon unit 19,118 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-002119 · edgar.xml · nonDerivative · entry 1

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,605

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 · price: On January 25, 2017, our Compensation Committee determined that the vesting requirements for the 2014 Long-Term Incentive Plan grants had been satisfied. As a result restricted units were determined to be vested effective January 1, 2017 and subsequently issued on February 8, 2017 based upon an ARLP unit price of $23.25.

Read SEC document
February 03, 2017 Filed Feb 7, 2017 23:07 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantRestricted unit · Derivative 25,275 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-001919 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,275

Underlying: Common unit · 25,275 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The restricted units will vest on January 1, 2020 provided that the issuer meets certain financial tests. Once vested, the restricted units are to be settled in ARLP units.

F3 · derivative.expiration_date: Not applicable

Read SEC document
January 25, 2017 Filed Jan 27, 2017 17:11 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 1,665 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-001277 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,064

Underlying: Common unit · 1,665 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

Read SEC document
November 14, 2016 Filed Nov 15, 2016 16:47 UTC ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 GrantPhantom unit · Derivative 366 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-16-031573 · edgar.xml · derivative · entry 2

Davis R Eberley · CIK 0001390074 · SVP-Law&Admin,General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,399

Underlying: Common unit · 366 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F3 · price: Not applicable

F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination.

F3 · derivative.expiration_date: Not applicable

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.