Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | SENIOR VP, NEW VENTURES | January 24, 2024 | February 12, 2024 |
| ANDEAVOR LOGISTICS LPANDX · Entity 155559 | VP, Finance | April 01, 2019 | April 03, 2019 |
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 January 24, 2024 · Filed February 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common unitSEC Table I · non-derivative | Direct | 15,045 |
Ending reported balance
After 2024-02-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-08 · Exercise / conversion · Acquired 27,500 · Balance 27,500 F1: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. Row 2 · 2024-02-08 · Tax withholding · Disposed 12,455 · Balance 15,045 F2: Upon issuance, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $20.58. |
| Restricted unitSEC Table II · derivative / convertible security | Direct | 27,500 |
Reported balance
After 2024-01-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-24 · Grant · Acquired 27,500 · Balance 27,500 F3: 1 for 1 F4: Not applicable F1: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. |
| Restricted unitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-08 · Exercise / conversion · Disposed 27,500 · Balance 0 F1: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. F4: Not applicable |
Filing footnotes · ownership attribution and instrument terms
F1: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58.
F2: Upon issuance, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $20.58.
F3: 1 for 1
F4: Not applicable
ANDEAVOR LOGISTICS LP
Report date April 01, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units (Limited Partner Interests)SEC Table I · non-derivative | Direct | 1,423 |
Reported balance
After 2019-04-01 transaction · row 1
1 source rowRow 1 · 2019-04-01 · Grant · Acquired 1,423 · Balance 1,423 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Blueknight Energy Partners, L.P.
Report date August 17, 2022 · Filed August 17, 2022
Section 16 reporting ended · disclosed 2022-08-17. 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 | 0 |
Reported balance
After 2022-08-17 transaction · row 1
1 source rowRow 1 · 2022-08-17 · Disposition to issuer · Disposed 508,279.6 · Balance 0 F1: In connection with the Agreement and Plan of Merger, dated April 21, 2022, by and among Ergon Asphalt & Emulsions, Inc., Merle, LLC, Blueknight Energy Partners G.P., L.L.C. and Blueknight Energy Partners, L.P. (the "Merger Agreement"), these common units were converted into a right of the holder to receive an amount in cash equal to the per unit merger consideration of $4.65. Of Mr. Woodward's common units, 151,485.60 units were fully vested prior to the consummation of the transactions contemplated by the Merger Agreement, and 356,794 were phantom units accelerated immediately prior to the consummation of the transactions contemplated by the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the Agreement and Plan of Merger, dated April 21, 2022, by and among Ergon Asphalt & Emulsions, Inc., Merle, LLC, Blueknight Energy Partners G.P., L.L.C. and Blueknight Energy Partners, L.P. (the "Merger Agreement"), these common units were converted into a right of the holder to receive an amount in cash equal to the per unit merger consideration of $4.65. Of Mr. Woodward's common units, 151,485.60 units were fully vested prior to the consummation of the transactions contemplated by the Merger Agreement, and 356,794 were phantom units accelerated immediately prior to the consummation of the transactions contemplated by the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| February 08, 2024 Filed Feb 12, 2024 14:30 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Exercise / conversionRestricted unit · Derivative | 27,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-003246 · form4-02122024_020228.xml · derivative · entry 4 Woodward D Andrew · CIK 0001754330 · SENIOR VP, NEW VENTURES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common unit · 27,500 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 · derivative.exercise_price: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. F1 · price: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. F4 · derivative.expiration_date: Not applicable Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 14:30 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Tax withholdingCommon unit | 12,455 | $20.58 | $256,323.90 |
DisclosureSEC source: 0001415889-24-003246 · form4-02122024_020228.xml · nonDerivative · entry 2 Woodward D Andrew · CIK 0001754330 · SENIOR VP, NEW VENTURES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,045 F2 · price: Upon issuance, restricted units are withheld by the Partnership for the payment of tax liability at the vesting price of $20.58. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 14:30 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Exercise / conversionCommon unit | 27,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-003246 · form4-02122024_020228.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · SENIOR VP, NEW VENTURES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 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: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. Read SEC document |
| January 24, 2024 Filed Feb 12, 2024 14:30 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantRestricted unit · Derivative | 27,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-003246 · form4-02122024_020228.xml · derivative · entry 3 Woodward D Andrew · CIK 0001754330 · SENIOR VP, NEW VENTURES 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Underlying: Common unit · 27,500 shares Expires not disclosed F3 · derivative.exercise_price: 1 for 1 F4 · price: Not applicable F1 · derivative.exercise_date: On January 24, 2024, the Compensation Committee determined that the vesting requirements for Mr. Woodward's grant issued in 2022 under the Long-Term Incentive Plan had been satisfied, and the number of restricted units was finalized. The restricted units vested effective January 1, 2024 and was issued on February 8, 2024 based upon an ARLP unit price of $20.58. F4 · derivative.expiration_date: Not applicable Read SEC document |
| August 17, 2022 Filed Aug 17, 2022 17:31 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | Disposition to issuerCommon units representing limited partner interests | 508,279.6 | $4.65 | $2,363,500.14 |
DisclosureSEC source: 0001437749-22-020848 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: In connection with the Agreement and Plan of Merger, dated April 21, 2022, by and among Ergon Asphalt & Emulsions, Inc., Merle, LLC, Blueknight Energy Partners G.P., L.L.C. and Blueknight Energy Partners, L.P. (the "Merger Agreement"), these common units were converted into a right of the holder to receive an amount in cash equal to the per unit merger consideration of $4.65. Of Mr. Woodward's common units, 151,485.60 units were fully vested prior to the consummation of the transactions contemplated by the Merger Agreement, and 356,794 were phantom units accelerated immediately prior to the consummation of the transactions contemplated by the Merger Agreement. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 16:22 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | GrantCommon units representing limited partner interests | 146,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-005691 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,279.6 F1 · shares: Represents phantom units awarded to the executive. Each phantom unit awarded is the economic equivalent of one common unit. The units will vest in one-third increments on each January 1 of the next three years. Read SEC document |
| September 13, 2021 Filed Sep 14, 2021 12:33 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 5,000 | $3.16 | $15,800.00 |
DisclosureSEC source: 0001437749-21-022090 · rdgdoc.xml · nonDerivative · entry 2 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,033.6 Read SEC document |
| August 13, 2021 Filed Sep 14, 2021 12:33 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 1,187.962 | $3.34 | $3,965.18 |
DisclosureSEC source: 0001437749-21-022090 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,033.6 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 16:30 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 10,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-016454 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,845.6 F1 · shares: Represents common units acquired by the executive pursuant to the Blueknight Energy Partners, L.P. Employee Unit Purchase Plan. F2 · price: The executive's tax basis is $3.78 per unit, and the acquisition price under the plan is $1.69 per unit. Read SEC document |
| March 12, 2021 Filed Mar 12, 2021 17:25 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 15,384.618 | $3.25 | $50,000.01 |
DisclosureSEC source: 0001437749-21-005961 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,992.618 Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 18:11 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | GrantCommon units representing limited partner interests | 130,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-005746 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,608 F1 · shares: Represents phantom units awarded to the executive. Each phantom unit awarded is the economic equivalent of one common unit. The phantom units vest on January 1, 2024. Read SEC document |
| July 02, 2020 Filed Jul 7, 2020 14:17 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 22,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-014768 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,173 F1 · shares: Represents common units acquired by the executive pursuant to the Blueknight Energy Partners, L.P. Employee Unit Purchase Plan. F2 · price: The executive's tax basis is $1.41 per unit, and the acquisition price under the plan is $0.96 per unit. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 16:57 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | GrantCommon units representing limited partner interests | 80,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-004967 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,281 F1 · shares: Represents phantom units awarded to the executive. Each phantom unit awarded is the economic equivalent of one common unit. The phantom units vest on January 1, 2023. Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 09:44 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 40,609 | $1.14 | $46,294.26 |
DisclosureSEC source: 0001437749-19-022817 · rdgdoc.xml · nonDerivative · entry 2 Woodward D Andrew · CIK 0001754330 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,168 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 09:44 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | PurchaseCommon units representing limited partner interests | 9,391 | $1.13 | $10,611.83 |
DisclosureSEC source: 0001437749-19-022817 · rdgdoc.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,559 Read SEC document |
| June 01, 2019 Filed Jun 13, 2019 14:28 UTC | Blueknight Energy Partners, L.P. BKEP · Entity 16833 | GrantCommon units representing limited partner interests | 46,168 | $1.08 | $49,861.44 |
DisclosureSEC source: 0001392091-19-000047 · wf-form4_156045049750308.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,168 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:36 UTC | ANDEAVOR LOGISTICS LP ANDX · Entity 155559 | GrantCommon Units (Limited Partner Interests) | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023516 · doc4.xml · nonDerivative · entry 1 Woodward D Andrew · CIK 0001754330 · VP, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423 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.