Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Energy Transfer LP | 897,763 | reported | 05 Dec 2025 | tx 13+958,750−113,879 |
| Sunoco LP | 42,609 | reported | 05 Dec 2025 | tx 7+71,701−12,090 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2025 | TAX_WITHHOLDING | Sunoco LP | 9,020 | 55.26 USD | |
| 05 Dec 2025 | TAX_WITHHOLDING | Energy Transfer LP | 47,251 | 16.60 USD | |
| 05 Dec 2025 | GRANT_AWARD | Energy Transfer LP | 200,438 | 0.00 USD | |
| 05 Dec 2025 | GRANT_AWARD | Energy Transfer LP | 66,812 | — | deriv |
| 05 Dec 2024 | TAX_WITHHOLDING | Energy Transfer LP | 27,955 | 19.14 USD | |
| 05 Dec 2024 | GRANT_AWARD | Energy Transfer LP | 153,750 | 0.00 USD | |
| 05 Dec 2024 | GRANT_AWARD | Energy Transfer LP | 51,250 | — | deriv |
| 05 Dec 2024 | TAX_WITHHOLDING | Sunoco LP | 3,070 | 54.97 USD | |
| 15 May 2024 | OTHER | Energy Transfer LP | 5,000 | 25.00 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 189,750 | 0.00 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 63,250 | — | deriv |
| 05 Dec 2023 | TAX_WITHHOLDING | Energy Transfer LP | 15,937 | 13.74 USD | |
| 05 Dec 2023 | TAX_WITHHOLDING | Sunoco LP | 8,501 | 53.76 USD | |
| 12 Dec 2022 | GRANT_AWARD | Sunoco LP | 14,200 | 0.00 USD | |
| 12 Dec 2022 | GRANT_AWARD | Energy Transfer LP | 175,125 | 0.00 USD | |
| 12 Dec 2022 | GRANT_AWARD | Energy Transfer LP | 58,375 | — | deriv |
| 05 Dec 2022 | TAX_WITHHOLDING | Energy Transfer LP | 17,736 | 12.37 USD | |
| 16 Dec 2021 | GRANT_AWARD | Sunoco LP | 13,000 | 0.00 USD | |
| 30 Dec 2020 | GRANT_AWARD | Sunoco LP | 16,000 | 0.00 USD | |
| 27 Oct 2020 | GRANT_AWARD | Sunoco LP | 20,000 | 0.00 USD |