Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SUNOCO LOGISTICS PARTNERS LP | 64,848 | reported | 12 Dec 2016 | tx 28+149,533−54,601 |
| UGI CORP /PA/ | 16,078 | reported | 01 Jan 2026 | tx 8+124,652 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 16,078 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 10,687 | 0.00 USD | deriv |
| 01 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 21,467 | 0.00 USD | deriv |
| 01 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 14,170 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 7,940 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 9,760 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 38,040 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 6,510 | 0.00 USD | deriv |
| 12 Dec 2016 | GRANT_AWARD | SUNOCO LOGISTICS PARTNERS LP | 25,305 | 0.00 USD | deriv |
| 05 Dec 2016 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 3,528 | 23.71 USD | |
| 05 Dec 2016 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 11,200 | 0.00 USD | |
| 05 Dec 2016 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 11,200 | 0.00 USD | deriv |
| 05 Dec 2015 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 2,800 | 0.00 USD | |
| 05 Dec 2015 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 1,291 | 29.66 USD | |
| 05 Dec 2015 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 2,800 | 0.00 USD | deriv |
| 04 Dec 2015 | GRANT_AWARD | SUNOCO LOGISTICS PARTNERS LP | 20,859 | 0.00 USD | deriv |
| 13 Feb 2015 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 24,608 | 0.00 USD | |
| 13 Feb 2015 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 8,723 | 44.04 USD | |
| 05 Dec 2014 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 1,361 | 48.04 USD | |
| 05 Dec 2014 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 2,800 | 0.00 USD | |
| 05 Dec 2014 | GRANT_AWARD | SUNOCO LOGISTICS PARTNERS LP | 10,284 | 0.00 USD | deriv |
| 05 Dec 2014 | EXERCISE | SUNOCO LOGISTICS PARTNERS LP | 2,800 | 0.00 USD | deriv |
| 14 Feb 2014 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 5,279 | 79.85 USD | |
| 14 Feb 2014 | GRANT_AWARD | SUNOCO LOGISTICS PARTNERS LP | 14,580 | 0.00 USD | |
| 05 Dec 2013 | TAX_WITHHOLDING | SUNOCO LOGISTICS PARTNERS LP | 476 | 68.66 USD |