Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | Director | January 02, 2024 | January 04, 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.
Sunoco LP
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 19,536 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Grant · Acquired 2,577 · Balance 19,536 F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, as amended, that will vest 60% on 12/05/2027 and 40% on 12/05/2029 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, as amended, that will vest 60% on 12/05/2027 and 40% on 12/05/2029 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date.
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 02, 2024 Filed Jan 4, 2024 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000829 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,536 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, as amended, that will vest 60% on 12/05/2027 and 40% on 12/05/2029 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002384 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,959 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, as amended, that will vest 60% on 12/05/2025 and 40% on 12/05/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001772 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,021 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long- Term Incentive Plan that will vest 60% on 01/02/2025 and 40% on 01/02/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 03, 2022 Filed Jan 7, 2022 16:00 UTC Amendment | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002387 · doc4a.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,861 F1 · shares: This amendment is being filed to correct the number of units previously reported for the annual grant. Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long- Term Incentive Plan that will vest 60% on 01/02/2025 and 40% on 01/02/2027 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| November 08, 2021 Filed Nov 18, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 4 | $40.20 | $160.80 |
DisclosureSEC source: 0001209191-21-065509 · doc4.xml · nonDerivative · entry 3 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,428 Read SEC document |
| November 08, 2021 Filed Nov 18, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 800 | $40.20 | $32,156.00 |
DisclosureSEC source: 0001209191-21-065509 · doc4.xml · nonDerivative · entry 2 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,432 Read SEC document |
| November 08, 2021 Filed Nov 18, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 696 | $40.19 | $27,973.91 |
DisclosureSEC source: 0001209191-21-065509 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,232 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001455 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,907 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 01/02/2024 and 40% on 01/02/2026 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 16:15 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 2,000 | $28.88 | $57,762.00 |
DisclosureSEC source: 0001209191-20-058708 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,432 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 17:05 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 200 | $26.96 | $5,391.00 |
DisclosureSEC source: 0001209191-20-058328 · doc4.xml · nonDerivative · entry 4 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,432 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 17:05 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 100 | $26.93 | $2,693.00 |
DisclosureSEC source: 0001209191-20-058328 · doc4.xml · nonDerivative · entry 3 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,632 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 17:05 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 700 | $26.92 | $18,844.00 |
DisclosureSEC source: 0001209191-20-058328 · doc4.xml · nonDerivative · entry 2 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,732 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 17:05 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 2,000 | $26.95 | $53,900.00 |
DisclosureSEC source: 0001209191-20-058328 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,432 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 13:14 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 1,000 | $17.15 | $17,150.00 |
DisclosureSEC source: 0001209191-20-018753 · doc4.xml · nonDerivative · entry 3 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,432 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 13:14 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 1,900 | $19.18 | $36,450.36 |
DisclosureSEC source: 0001209191-20-018753 · doc4.xml · nonDerivative · entry 2 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,432 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 13:14 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 100 | $19.18 | $1,918.39 |
DisclosureSEC source: 0001209191-20-018753 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,532 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 19:23 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 2,000 | $23.62 | $47,238.40 |
DisclosureSEC source: 0001209191-20-018639 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,432 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 17:04 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001168 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,432 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2023 and 40% on 01/02/2025 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 17:57 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 3,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002213 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,187 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan, that will vest 60% on 01/02/2022 and 40% on 01/02/2024 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 17:25 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017378 · doc4.xml · nonDerivative · entry 1 Anbouba Imad K. · CIK 0001507030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 03/02/2021 and 40% on 03/02/2023 generally contingent upon the reporting person's continued service on the board of directors on each applicable vesting date. 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.