Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | Director · EVP - Human Resources | December 08, 2023 | December 12, 2023 |
| USA Compression Partners, LPUSAC · Entity 4060 | Director | April 02, 2018 | April 10, 2018 |
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 December 08, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 129,828 |
Reported balance
After 2023-12-08 transaction · row 1
1 source rowRow 1 · 2023-12-08 · Grant · Acquired 11,000 · Balance 129,828 F1: Grant of restricted phantom units awarded under the terms of the Sunoco LP 2018 Long-Term Incentive Plan that will vest 60% on 12/5/2026 and 40% on 12/5/2028 generally contingent upon the continued employment of the reporting person 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 that will vest 60% on 12/5/2026 and 40% on 12/5/2028 generally contingent upon the continued employment of the reporting person on each applicable vesting date.
USA Compression Partners, LP
Report date April 02, 2018 · Filed April 10, 2018
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| December 08, 2023 Filed Dec 12, 2023 21:38 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058289 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,828 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 12/5/2026 and 40% on 12/5/2028 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:16 UTC | Sunoco LP SUN · Entity 3373 | Disposition to issuerCommon Units | 8,065 | $53.76 | $433,558.27 |
DisclosureSEC source: 0001209191-23-057781 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,828 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Sunoco LP Long-Term Incentive Plans (LTIP). This method is the default option for payment of tax liability upon vesting of LTIP awards. Read SEC document |
| December 12, 2022 Filed Feb 10, 2023 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 13,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008455 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,893 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 12/5/2025 and 40% on 12/5/2027 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070585 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,726 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 12/5/2024 and 40% on 12/5/2026 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 05, 2021 Filed Dec 7, 2021 22:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 6,085 | $39.42 | $239,840.28 |
DisclosureSEC source: 0001209191-21-068348 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,326 Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 23:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 22,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000472 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,011 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 12/5/2023 and 40% on 12/5/2025 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 20:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 5,000 | $10.80 | $54,000.00 |
DisclosureSEC source: 0001209191-20-019979 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,111 Read SEC document |
| December 16, 2019 Filed Dec 23, 2019 22:14 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061825 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,111 F1 · shares: Grant of restricted phantom units ("Award") awarded in recognition of services provided to the Partnership by the reporting person in his capacity as an officer of the Partnership's shared services affiliate. This Award is granted under the terms of the Sunoco LP 2018 Long-Term Incentive Plan and is scheduled to vest 60% on 12/5/2022 and 40% on 12/5/2024 generally contingent upon the reporting person's continued employment with the Partnership or the Partnership's shared services affiliate on each applicable vesting date. Read SEC document |
| December 16, 2019 Filed Feb 5, 2021 22:00 UTC Amendment | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008157 · doc4a.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,511 F1 · balance_after: This is to correct the amount of securities beneficially owned previously reported as 64,111 in error. That was an increase of 1,600 instead of 16,000 as it should have been. Read SEC document |
| December 20, 2018 Filed Feb 22, 2019 00:06 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 10,000 | $26.69 | $266,920.00 |
DisclosureSEC source: 0001209191-19-012283 · doc4.xml · nonDerivative · entry 3 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,511 F2 · balance_after: The amount of Securities Beneficially Owned has been adjusted to include 748 units issued under a qualified distribution reinvestment plan. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 23:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 16,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063732 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,322 F1 · shares: Grant of restricted phantom units ("Award") awarded in recognition of services provided to the Partnership by the reporting person in his capacity as an officer of the Partnership's shared services affiliate. This Award is granted under the terms of the Sunoco LP 2018 Long-Term Incentive Plan and is scheduled to vest 60% on 12/5/2021 and 40% on 12/5/2023 generally contingent upon the reporting person's continued employment with the Partnership or the Partnership's shared services affiliate on each applicable vesting date. Read SEC document |
| March 13, 2018 Filed Feb 22, 2019 00:06 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 650 | $28.16 | $18,305.30 |
DisclosureSEC source: 0001209191-19-012283 · doc4.xml · nonDerivative · entry 2 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,763 Read SEC document |
| March 07, 2018 Filed Feb 22, 2019 00:06 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 750 | $28.03 | $21,025.50 |
DisclosureSEC source: 0001209191-19-012283 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,113 F1 · balance_after: The amount of Securities Beneficially Owned has been adjusted to include 40 units issued under a qualified distribution reinvestment plan. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 11,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066953 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,437 F1 · shares: Grant of restricted phantom units ("Award") awarded in recognition of services provided to the Partnership by the reporting person in his capacity as an officer of the Partnership's shared services affiliate. This Award is granted under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, and is scheduled to vest 60% on 12/5/2020 and 40% on 12/5/2022 generally contingent upon the reporting person's continued employment with the Partnership or the Partnership's shared services affiliate on each applicable vesting date. F2 · balance_after: Amount of Securities Beneficial owned following this transaction includes 259 units acquired under a distribution reinvestment plan. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 20:50 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 13,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000147 · doc4.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,227 F1 · shares: Grant of phantom units awarded under the terms of the Sunoco LP 2012 Long Term Incentive Plan, as amended, that will vest 60% on 12/05/2019 and 40% on 12/05/2021 contingent upon the reporting person's continued employment by the company's affiliate on each applicable vesting date. Read SEC document |
| November 16, 2016 Filed Feb 16, 2017 00:57 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 44 | $24.99 | $1,099.56 |
DisclosureSEC source: 0001209191-17-011302 · doc5.xml · nonDerivative · entry 3 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,328 Read SEC document |
| May 17, 2016 Filed Feb 16, 2017 00:57 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 31 | $34.29 | $1,062.99 |
DisclosureSEC source: 0001209191-17-011302 · doc5.xml · nonDerivative · entry 2 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,284 Read SEC document |
| February 17, 2016 Filed Feb 16, 2017 00:57 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 36 | $28.60 | $1,029.60 |
DisclosureSEC source: 0001209191-17-011302 · doc5.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,253 Read SEC document |
| November 30, 2015 Filed Feb 16, 2017 00:53 UTC Amendment | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 0.924 | $42.46 | $39.23 |
DisclosureSEC source: 0001209191-17-011300 · doc5a.xml · nonDerivative · entry 1 Curia Christopher · CIK 0001618031 · Director · EVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,890.924 F1 · shares: This amendment is being filed to correct the number units previously reported as 10.924. 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.