Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunoco LPSUN · Entity 3373 | GC & Asst. Sec. | December 08, 2023 | December 12, 2023 |
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 | 89,890 |
Reported balance
After 2023-12-08 transaction · row 1
1 source rowRow 1 · 2023-12-08 · Grant · Acquired 12,000 · Balance 89,890 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 12/5/2026 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, as amended, 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.
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 16:43 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058294 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,890 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 12/5/2026 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 18:17 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 7,832 | $53.20 | $416,623.24 |
DisclosureSEC source: 0001209191-23-057783 · doc4.xml · nonDerivative · entry 2 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,890 F2 · shares: The price reported in Column 4 is a weighted average price. These common units were sold in multiple transactions at prices ranging from $53.17 to $53.24, inclusively. The reporting person undertakes to provide to SUN, or the Staff of the Security and Exchange Commission, upon request, full information regarding the number of units sold at each separate price within this range. F2 · price: The price reported in Column 4 is a weighted average price. These common units were sold in multiple transactions at prices ranging from $53.17 to $53.24, inclusively. The reporting person undertakes to provide to SUN, or the Staff of the Security and Exchange Commission, upon request, full information regarding the number of units sold at each separate price within this range. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 18:17 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 6,565 | $53.76 | $352,921.27 |
DisclosureSEC source: 0001209191-23-057783 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,722 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 Dec 14, 2022 16:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061162 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,287 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 12/5/2025 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 05, 2022 Filed Dec 7, 2022 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,388 | $42.91 | $188,267.14 |
DisclosureSEC source: 0001209191-22-060161 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,787 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 17:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 14,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070581 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,175 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 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 3,419 | $39.42 | $134,759.89 |
DisclosureSEC source: 0001209191-21-068353 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,475 Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 18:00 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 21,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000473 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,894 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 |
| December 15, 2020 Filed Dec 16, 2020 17:00 UTC | Sunoco LP SUN · Entity 3373 | OtherCommon Units | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063822 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,394 F1 · shares: The reporting person transferred 1,185 common units to his former spouse pursuant to a divorce settlement. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 17:00 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 4,841 | $28.63 | $138,612.35 |
DisclosureSEC source: 0001209191-20-062309 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,579 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 17:00 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 3,000 | $27.00 | $81,000.00 |
DisclosureSEC source: 0001209191-20-058323 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,420 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 16:00 UTC | Sunoco LP SUN · Entity 3373 | PurchaseCommon Units | 3,000 | $12.00 | $36,000.00 |
DisclosureSEC source: 0001209191-20-019980 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,420 Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 17:35 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060934 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,420 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 12/5/2022 and 40% on 12/5/2024 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 17:04 UTC | Sunoco LP SUN · Entity 3373 | OtherCommon Units | 1,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060059 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,420 F1 · shares: The reporting person transferred 1,656 common units to his former spouse pursuant to a divorce settlement. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 17:19 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 5,711 | $30.16 | $172,243.76 |
DisclosureSEC source: 0001209191-19-059747 · doc4.xml · nonDerivative · entry 2 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,076 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 17:19 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 2,373 | $31.04 | $73,657.92 |
DisclosureSEC source: 0001209191-19-059747 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,787 Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 17:58 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 17,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063729 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,160 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 12/5/2021 and 40% on 12/5/2023 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 18:25 UTC | Sunoco LP SUN · Entity 3373 | OtherCommon Units | 1,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063308 · doc4.xml · nonDerivative · entry 2 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,460 F2 · shares: The reporting person transferred 1,723 Sunoco LP common units to his ex-wife pursuant to a divorce settlement. Read SEC document |
| December 12, 2018 Filed Dec 18, 2018 18:25 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 1,724 | $27.65 | $47,668.60 |
DisclosureSEC source: 0001209191-18-063308 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,183 F1 · price: The units with respect to this transaction were sold at prices ranging from $27.64 to $27.66. Upon request, Sunoco LP will provide to the Securities and Exchange Commission staff or a security holder of Sunoco LP full information regarding the number of units sold at each separate price. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 17:42 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 1,503 | $27.83 | $41,828.49 |
DisclosureSEC source: 0001209191-18-061583 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,907 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 13:22 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066960 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,410 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 12/5/2020 and 40% on 12/5/2022 generally contingent upon the continued employment of the reporting person on each applicable vesting date. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 11:48 UTC | Sunoco LP SUN · Entity 3373 | OtherCommon Units | 2,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066259 · doc4.xml · nonDerivative · entry 2 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,410 F2 · shares: The reporting person transferred 2,513 Sunoco LP common units to his ex-wife pursuant to a divorce settlement. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 11:48 UTC | Sunoco LP SUN · Entity 3373 | SaleCommon Units | 2,512 | $28.98 | $72,797.76 |
DisclosureSEC source: 0001209191-17-066259 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,923 F1 · price: The units with respect to this transaction were sold at prices ranging from $28.97 to $28.982. Upon request, Sunoco LP will provide to the Securities and Exchange Commission staff or a security holder of Sunoco LP full information regarding the number of units sold at each separate price. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:22 UTC | Sunoco LP SUN · Entity 3373 | Tax withholdingCommon Units | 1,893 | $29.77 | $56,354.61 |
DisclosureSEC source: 0001209191-17-064422 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · GC & Asst. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,435 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 15:51 UTC | Sunoco LP SUN · Entity 3373 | GrantCommon Units | 8,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000148 · doc4.xml · nonDerivative · entry 1 Dodderer Arnold · CIK 0001672760 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,328 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 12/05/2019 and 40% on 12/05/2021 contingent upon the continued employment of the reporting person 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.