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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-May-24 7:36 PM View:  | Energy Transfer Equity, L.P. (ET) | 15-May-24 | Disposition (other) | 5,000 | $25.00 | $125,000.00 | (< 1%) 623.78K to 618.78K | |
| 12-Dec-23 4:56 PM View: | Energy Transfer Equity, L.P. (ET) | 08-Dec-23 | Grant | 189,750 | -- | -- | 44% 434.03K to 623.78K | |
| 07-Dec-23 6:25 PM View: | Energy Transfer Equity, L.P. (ET) | 05-Dec-23 | Payment of Exercise | 15,937 | $13.74 | $218,974.00 | (4%) 449.97K to 434.03K | |
| 07-Dec-23 6:15 PM View: | Sunoco Lp (SUN) | 05-Dec-23 | Payment of Exercise | 8,501 | $53.76 | $456,997.00 | 18% 46.2K to 54.7K | |
| 14-Dec-22 4:00 PM View: | Energy Transfer Equity, L.P. (ET) | 12-Dec-22 | Grant | 175,125 | -- | -- | 64% 274.84K to 449.97K | |
| 14-Dec-22 4:00 PM View: | Sunoco Lp (SUN) | 12-Dec-22 | Grant | 14,200 | -- | -- | 29% 49.0K to 63.2K | |
| 07-Dec-22 5:00 PM View: | Energy Transfer Equity, L.P. (ET) | 05-Dec-22 | Payment of Exercise | 17,736 | $12.37 | $219,359.00 | (6%) 292.58K to 274.84K | |
| 20-Dec-21 5:00 PM View: | Sunoco Lp (SUN) | 16-Dec-21 | Grant | 13,000 | -- | -- | 36% 36.0K to 49.0K | |
| 04-Jan-21 6:00 PM View: | Sunoco Lp (SUN) | 30-Dec-20 | Grant | 16,000 | -- | -- | 80% 20.0K to 36.0K | |
| 29-Oct-20 5:16 PM View: | Sunoco Lp (SUN) | 27-Oct-20 | Grant | 20,000 | -- | -- | 100% 0 to 20.0K |