Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energy Transfer LPET · Entity 2966 | EVP & Pres. LNG | December 08, 2023 | December 12, 2023 |
| Energy Transfer Operating, L.P.SXL · Entity 143732 | Director | December 29, 2016 | January 03, 2017 |
| PennTex Midstream Partners, LPPTXP · Entity 177936 | Director | November 01, 2016 | November 09, 2016 |
| 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.
Energy Transfer 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 | 1,817,753 |
Reported balance
After 2023-12-08 transaction · row 1
1 source rowRow 1 · 2023-12-08 · Grant · Acquired 187,500 · Balance 1,817,753 F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2026 and 40% on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. |
| Cash UnitsSEC Table II · derivative / convertible security | Direct | 153,375 |
Reported balance
After 2023-12-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-08 · Grant · Acquired 62,500 · Balance 153,375 F2: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2026 and 40% on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date.
F2: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date.
Energy Transfer Operating, L.P.
Report date December 29, 2016 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted UnitsSEC Table II · derivative / convertible security | Direct | 62,374 |
Reported balance
After 2016-12-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-12-29 · Grant · Acquired 25,211 · Balance 62,374 F1: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL. F2: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL.
F2: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting.
PennTex Midstream Partners, LP
Report date November 01, 2016 · Filed November 09, 2016
This filing explicitly reported no securities owned.
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 16:57 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 62,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-058300 · doc4.xml · derivative · entry 2 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,375 Underlying: Common Units · 62,500 shares Expires not disclosed F2 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2024, one-third on December 5, 2025, and one-third on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 16:57 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 187,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058300 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,817,753 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2026 and 40% on December 5, 2028, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 18:28 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 85,467 | $13.74 | $1,174,316.58 |
DisclosureSEC source: 0001209191-23-057795 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,630,253 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer 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 |
| November 13, 2023 Filed Nov 15, 2023 16:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 8,000 | $13.17 | $105,360.00 |
DisclosureSEC source: 0001209191-23-055326 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,715,720 Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 16:00 UTC | Energy Transfer LP ET · Entity 2966 | PurchaseCommon Units | 7,500 | $13.33 | $99,973.50 |
DisclosureSEC source: 0001209191-23-054686 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,707,720 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 16:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 86,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-061167 · doc4.xml · derivative · entry 2 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,660 Underlying: Common Units · 86,262 shares Expires not disclosed F2 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F2 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2023, one-third on December 5, 2024, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 16:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 258,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061167 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP & Pres. LNG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700,220 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2025 and 40% on December 5, 2027, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionPhantom Units · Derivative | 54,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060171 · doc4.xml · derivative · entry 3 Mason Thomas P · CIK 0001416775 · EVP, GC & Pres. LNG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 54,120 shares Expires 2022-12-05 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. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 72,012 | $12.37 | $890,644.42 |
DisclosureSEC source: 0001209191-22-060171 · doc4.xml · nonDerivative · entry 2 Mason Thomas P · CIK 0001416775 · EVP, GC & Pres. LNG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,441,432 F2 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer 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 05, 2022 Filed Dec 7, 2022 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionCommon Units | 54,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060171 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP, GC & Pres. LNG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,513,444 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: Vesting of Phantom Units previously granted under the Energy Transfer Long-Term Incentive Plan. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 17:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 100,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-070592 · doc4.xml · derivative · entry 3 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,100 Underlying: Common Units · 100,100 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2022, one-third on December 5, 2023, and one-third on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 17:01 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 300,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070592 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460,699 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2024 and 40% on December 5, 2026, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2021 Filed Dec 7, 2021 19:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 61,006 | $8.61 | $525,200.65 |
DisclosureSEC source: 0001209191-21-068427 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160,399 F1 · shares: Payment of tax liability by withholding securities incident to the vesting of Restricted Units issued under one of the Energy Transfer 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 30, 2020 Filed Jan 4, 2021 18:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCash Units · Derivative | 234,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-000477 · doc4.xml · derivative · entry 3 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,900 Underlying: Common Units · 234,900 shares Expires not disclosed F3 · derivative.exercise_price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2021, one-third on December 5, 2022, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · price: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2021, one-third on December 5, 2022, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.exercise_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2021, one-third on December 5, 2022, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. F3 · derivative.expiration_date: An award of cash units granted under the Energy Transfer LP Long-Term Cash Restricted Unit Plan, scheduled to vest one-third on December 5, 2021, one-third on December 5, 2022, and one-third on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. The cash units will be settled solely in cash at the fair market value of the underlying common units based on the average closing price of a common unit for the ten (10) trading days immediately preceding the applicable vesting date. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 18:00 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 234,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000477 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232,079 F1 · shares: An award of restricted units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan, scheduled to vest 60% on December 5, 2023 and 40% on December 5, 2025, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionPhantom Units · Derivative | 81,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062313 · doc4.xml · derivative · entry 3 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,120 Underlying: Common Units · 81,180 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: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. F1 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. F1 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer LP Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 45,198 | $6.34 | $286,645.72 |
DisclosureSEC source: 0001209191-20-062313 · doc4.xml · nonDerivative · entry 2 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 997,179 Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Energy Transfer LP ET · Entity 2966 | Exercise / conversionCommon Units | 81,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062313 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042,377 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 18:00 UTC | Energy Transfer LP ET · Entity 2966 | SaleCommon Units | 128,000 | $6.23 | $797,580.80 |
DisclosureSEC source: 0001209191-20-019736 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 961,197 F1 · shares: Forced sale by brokerage firm to satisfy a margin call. The proceeds from the sale extinguished all outstanding margin debt. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 17:43 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 214,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060948 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,197 F1 · shares: An award of restricted units granted under one of the Issuers long-term incentive plans, scheduled to vest 60% on December 5, 2022 and 40% on December 5, 2024, generally contingent upon the reporting person's continued employment with the Issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 16:47 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 33,567 | $11.76 | $394,580.09 |
DisclosureSEC source: 0001209191-19-059690 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874,397 Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 17:19 UTC | Energy Transfer LP ET · Entity 2966 | SaleCommon Units | 75,000 | $13.97 | $1,047,750.00 |
DisclosureSEC source: 0001209191-19-037764 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,964 F1 · price: The price reported in Column 4 is a weighted average price. These common units were sold in multiple transactions at prices ranging from $13.925 to $14.00, inclusive. The reporting person undertakes to provide to ET, any security holder of ET, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within this range. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 17:55 UTC | Energy Transfer LP ET · Entity 2966 | GrantCommon Units | 190,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063725 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,392 F1 · shares: An award of Restricted Units granted under the Energy Transfer LP Long-Term Incentive Plan that will vest 60% on December 5, 2021 and the remaining 40% on December 5, 2023 generally contingent upon the reporting person's continued employment with the issuer or one of its affiliates on each applicable vesting date. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 17:15 UTC | Energy Transfer LP ET · Entity 2966 | Tax withholdingCommon Units | 32,248 | $14.55 | $469,079.41 |
DisclosureSEC source: 0001209191-18-061544 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,752 Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 12:50 UTC | Energy Transfer LP ETE · Entity 2966 | GrantPhantom Units · Derivative | 135,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066950 · doc4.xml · derivative · entry 2 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,300 Underlying: Common Units · 135,300 shares Expires not disclosed F1 · derivative.exercise_price: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.exercise_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.expiration_date: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. F1 · derivative.underlying: An award of phantom units granted under the Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan scheduled to vest 60% on December 5, 2020 and 40% on December 5, 2022 that may vest in Partnership units, cash or other securities and is generally contingent upon the reporting person's continued employment with the Partnership or one of its affiliates on each applicable vesting date. The Amended and Restated Energy Transfer Equity, L.P. Long-Term Incentive Plan - approved by the Board of Directors of the Partnership on December 20, 2017 - is pending approval by a majority of the ETE unitholders. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 16:04 UTC | Energy Transfer Operating, L.P. SXL · Entity 143732 | GrantRestricted Units · Derivative | 25,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000175 · doc4.xml · derivative · entry 1 Mason Thomas P · CIK 0001416775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,374 Underlying: Common Units · 25,211 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Unit represents a contingent right to receive one Common Unit of SXL. F2 · derivative.exercise_date: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. F2 · derivative.expiration_date: The Restricted Units vests 60% on the third December 5th following the date of the grant and 40% on the fifth December 5th following the date of the grant, contingent generally on the continued employment of the reporting person with the Company at the time of vesting. Read SEC document |
| September 08, 2016 Filed Sep 8, 2016 16:07 UTC | Energy Transfer LP ETE · Entity 2966 | OtherCommon Units | 477,000 | $18.49 | $8,819,730.00 |
DisclosureSEC source: 0001209191-16-140552 · doc4.xml · nonDerivative · entry 1 Mason Thomas P · CIK 0001416775 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,000 F1 · shares: Transfer of 477,000 ETE common units to the reporting person's ex-wife pursuant to a divorce settlement. 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.