Energy Transfer (ET) director adds 12,359 units, lifting direct and trust holdings
Rhea-AI Filing Summary
Energy Transfer LP director James Richard Perry purchased 12,359.372 Common Units on 2026-08-07 at an average price of $20.2276 per unit in an open-market or private transaction. Following this trade, he held 208,046 units directly and 24,523 units indirectly through The Amelia June Holt Perry Living Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 12,359.372 shares
Net Buy
2 txns
Insider
Perry James Richard
Role
Director
Bought
12,359.372 shs ($250K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Units | 12,359.372 | $20.2276 | $250K |
| holding | Common Units | -- | -- | -- |
Holdings After Transaction:
Common Units — 208,046 shares (Direct);
Common Units — 24,523 shares (Indirect, By: The Amelia June Holt Perry Living Trust U/A 10/12/2022)
Key Figures
Units purchased: 12,359.372 Common Units
Purchase price: $20.2276 per unit
Direct holdings after transaction: 208,046 Common Units
+2 more
5 metrics
Units purchased
12,359.372 Common Units
Purchase on 2026-08-07 by director James Richard Perry
Purchase price
$20.2276 per unit
Average price for Common Units bought on 2026-08-07
Direct holdings after transaction
208,046 Common Units
Direct ownership reported following the 2026-08-07 purchase
Indirect holdings
24,523 Common Units
Held indirectly via The Amelia June Holt Perry Living Trust
Net buy shares
12,359.372 Common Units
Net buy activity in this Form 4 according to transaction summary
Key Terms
Common Units, indirect ownership, Rule 10b5-1
3 terms
Common Units financial
"purchased 12,359.372 Common Units on 2026-08-07 at an average price"
Common units are the basic ownership stakes in a company, limited partnership, or trust that function like common stock: they give holders a claim on profits and often voting rights. Think of them as the ordinary seats at a table—the most directly affected by the business’s success or failure, so they typically offer higher upside but carry greater risk than preferred claims or creditors, which matters to investors evaluating potential return and safety.
indirect ownership financial
"24,523 units indirectly through The Amelia June Holt Perry Living Trust"
Rule 10b5-1 regulatory
"Rule 10b5-1 checkbox is not checked, indicating the transaction"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Energy Transfer LP (ET) report for James Richard Perry?
Energy Transfer LP reported that director James Richard Perry purchased 12,359.372 Common Units on 2026-08-07. The transaction was coded as a purchase in an open market or private transaction at an average price of $20.2276 per unit.
How many Energy Transfer (ET) units does James Richard Perry own after this Form 4?
After the reported transaction, James Richard Perry held 208,046 Common Units directly. He also had 24,523 Common Units reported as indirect ownership through The Amelia June Holt Perry Living Trust, as of the same reporting date.
What price did James Richard Perry pay for Energy Transfer (ET) units on 2026-08-07?
He purchased the Common Units at an average price of $20.2276 per unit. The transaction is described as a purchase in an open market or private transaction, and the price is reported on a per-unit basis.
Was James Richard Perry’s Energy Transfer (ET) trade under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not checked, indicating the transaction was not affirmatively reported as made pursuant to a Rule 10b5-1 trading plan. No footnote indicates a trading plan.
What indirect Energy Transfer (ET) holdings does James Richard Perry report?
He reports 24,523 Common Units held indirectly through The Amelia June Holt Perry Living Trust U/A 10/12/2022. These units are shown as a separate indirect ownership entry, distinct from his directly held Common Units.