Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBAL PARTNERS LPGLP · Entity 4600 | Director | January 05, 2024 | January 09, 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.
GLOBAL PARTNERS LP
Report date January 05, 2024 · Filed January 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common units representing limited partner interestsSEC Table I · non-derivative | Direct | 45,018 |
Reported balance
After 2024-01-05 transaction · row 1
1 source rowRow 1 · 2024-01-05 · Exercise / conversion · Acquired 3,729 · Balance 45,018 F1: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. |
| Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-05 · Exercise / conversion · Disposed 3,729 · Balance 0 F2: Each Phantom Unit is the economic equivalent of one Common Unit. F1: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis.
F2: Each Phantom Unit is the economic equivalent of one Common Unit.
F3: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024.
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 |
|---|---|---|---|---|---|---|
| January 05, 2024 Filed Jan 9, 2024 21:37 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 3,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-000712 · form4.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 3,729 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 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 21:37 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 3,729 | $42.00 | $156,618.00 |
DisclosureSEC source: 0001062993-24-000712 · form4.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,018 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 · shares: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · shares: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 5, 2024. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 20:48 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 3,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017088 · form4.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,729 Underlying: Common units representing limited partner interests · 3,729 shares Expires not disclosed F1 · security: Each phantom unit ("Phantom Unit") represents the right to receive one common unit representing a limited partner interest in the Issuer ("Common Unit") upon vesting. F1 · derivative.exercise_price: Each phantom unit ("Phantom Unit") represents the right to receive one common unit representing a limited partner interest in the Issuer ("Common Unit") upon vesting. F2 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 5, 2024. F2 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 22, 2023, the Reporting Person was granted 3,729 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, 100% of the Phantom Units granted will vest on January 5, 2024. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:30 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 4,680 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000644 · form4.xml · derivative · entry 3 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units representing limited partner interests · 4,680 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 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:30 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 4,680 | $34.66 | $162,208.80 |
DisclosureSEC source: 0001062993-23-000644 · form4.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,289 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 · shares: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · shares: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| October 14, 2022 Filed Jan 6, 2023 22:30 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 4,680 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-000644 · form4.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,680 Underlying: Common units representing limited partner interests · 4,680 shares Expires not disclosed F2 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated October 14, 2022, the Reporting Person was granted 4,680 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on January 1, 2023. Read SEC document |
| May 12, 2021 Filed May 14, 2021 17:40 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | SaleCommon units representing limited partner interests | 3,000 | $23.57 | $70,710.00 |
DisclosureSEC source: 0001323468-21-000010 · edgar.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,609 Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 19:26 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 5,374 | $10.70 | $57,501.80 |
DisclosureSEC source: 0001578668-20-000016 · edgar.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,609 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 · shares: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F2 · price: The Issuer's closing market price on July 31, 2020. Read SEC document |
| August 01, 2020 Filed Aug 10, 2020 19:26 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom Units · Derivative | 5,374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001578668-20-000016 · edgar.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 5,374 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. F3 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F1 · derivative.exercise_price: Each phantom unit representing the right to receive one Common Unit upon vesting ("Phantom Unit") converts into a common unit representing a limited partner interest in the Issuer ("Common Unit") on a one-for-one basis. F4 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 16, 2017, the Reporting Person was granted 5,374 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on August 1, 2020. F4 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 16, 2017, the Reporting Person was granted 5,374 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vested 100% on August 1, 2020. Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 19:15 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | PurchaseCommon units representing limited partner interests | 3,000 | $9.86 | $29,580.00 |
DisclosureSEC source: 0001323468-20-000011 · edgar.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,235 F1 · shares: These units were purchased in multiple transactions at prices ranging from $9.81 to $9.89, inclusive. The reporting person undertakes to provide to Global Partners LP, any unitholder of Global Partners LP, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 11:39 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom units representing limited partner interests · Derivative | 3,553 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001323468-18-000004 · edgar.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 3,553 shares Expires 2018-01-02 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. F3 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_price: Phantom units representing limited partner interests in Global Partners LP ("Phantom Units") convert into common units representing limited partner interests in Global Partners LP ("Common Units"). F3 · price: Each Phantom Unit is the economic equivalent of one Common Unit. F4 · derivative.exercise_date: Pursuant to a Grant Agreement dated April 20, 2015, the Reporting Person was granted 10,659 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on January 2, 2016, January 2, 2017 and January 2, 2018. F4 · derivative.expiration_date: Pursuant to a Grant Agreement dated April 20, 2015, the Reporting Person was granted 10,659 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on January 2, 2016, January 2, 2017 and January 2, 2018. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 11:39 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 3,553 | $16.70 | $59,335.10 |
DisclosureSEC source: 0001323468-18-000004 · edgar.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,235 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: Closing market price on December 29, 2017. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 19:27 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | GrantPhantom Units · Derivative | 5,374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001323468-17-000039 · edgar.xml · derivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,374 Underlying: Common units representing limited partner interests · 5,374 shares Expires not disclosed F1 · security: Each phantom unit representing the right to receive one common unit upon vesting ("Phantom Unit") is the economic equivalent of one common unit representing a limited partner interest in the Issuer ("Common Unit") upon vesting. F2 · derivative.exercise_price: Each Phantom Unit converts into a Common Unit on a one-for-one basis. F3 · derivative.exercise_date: Pursuant to a Grant Agreement dated August 16, 2017, the Reporting Person was granted 5,374 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units cliff vest 100% on August 1, 2020. F3 · derivative.expiration_date: Pursuant to a Grant Agreement dated August 16, 2017, the Reporting Person was granted 5,374 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units cliff vest 100% on August 1, 2020. Read SEC document |
| January 02, 2017 Filed Jan 5, 2017 02:03 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom units representing limited partner interests · Derivative | 3,553 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001323468-17-000010 · edgar.xml · derivative · entry 4 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,553 Underlying: Common units representing limited partner interests · 3,553 shares Expires 2018-01-02 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. F3 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_price: Phantom units representing limited partner interests in Global Partners LP ("Phantom Units") convert into common units representing limited partner interests in Global Partners LP ("Common Units"). F3 · price: Each Phantom Unit is the economic equivalent of one Common Unit. F5 · derivative.exercise_date: Pursuant to a Grant Agreement dated April 20, 2015, the Reporting Person was granted 10,659 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on January 2, 2016, January 2, 2017 and January 2, 2018. F5 · derivative.expiration_date: Pursuant to a Grant Agreement dated April 20, 2015, the Reporting Person was granted 10,659 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on January 2, 2016, January 2, 2017 and January 2, 2018. Read SEC document |
| January 02, 2017 Filed Jan 5, 2017 02:03 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 3,553 | $19.45 | $69,105.85 |
DisclosureSEC source: 0001323468-17-000010 · edgar.xml · nonDerivative · entry 2 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,682 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: Closing market price on December 30, 2016. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 02:03 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionPhantom units representing limited partner interests · Derivative | 2,715 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001323468-17-000010 · edgar.xml · derivative · entry 3 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common units representing limited partner interests · 2,715 shares Expires 2016-12-31 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. F3 · security: Each Phantom Unit is the economic equivalent of one Common Unit. F2 · derivative.exercise_price: Phantom units representing limited partner interests in Global Partners LP ("Phantom Units") convert into common units representing limited partner interests in Global Partners LP ("Common Units"). F3 · price: Each Phantom Unit is the economic equivalent of one Common Unit. F4 · derivative.exercise_date: Pursuant to a Grant Agreement dated June 27, 2013, the Reporting Person was granted 8,145 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on December 31, 2014, December 31, 2015 and December 31, 2016. F4 · derivative.expiration_date: Pursuant to a Grant Agreement dated June 27, 2013, the Reporting Person was granted 8,145 Phantom Units. Upon satisfying the vesting conditions set forth in said Grant Agreement, the Phantom Units vest as follows: 33 1/3% each on December 31, 2014, December 31, 2015 and December 31, 2016. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 02:03 UTC | GLOBAL PARTNERS LP GLP · Entity 4600 | Exercise / conversionCommon units representing limited partner interests | 2,715 | $19.45 | $52,806.75 |
DisclosureSEC source: 0001323468-17-000010 · edgar.xml · nonDerivative · entry 1 McCool Robert J · CIK 0001336791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,129 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: Closing market price on December 30, 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.