Welcome to our dedicated page for Sunoco Lp/Sunoco Fin SEC filings (Ticker: SUN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sunoco LP (NYSE: SUN) files a variety of documents with the U.S. Securities and Exchange Commission that describe its operations, capital structure, and material events. As a publicly traded master limited partnership with common units listed on the New York Stock Exchange, Sunoco LP uses SEC filings to report on acquisitions, financing activities, distributions, governance changes, and other significant matters.
Current reports on Form 8-K provide timely disclosure of events such as the completion of the acquisition of Parkland Corporation, the commencement and settlement of private exchange offers and consent solicitations for Parkland notes, amendments to the partnership’s credit agreement, and the announcement of cash distributions on common units. These filings also document regulatory milestones related to transactions, such as the expiration of the Hart-Scott-Rodino waiting period and approvals under the Investment Canada Act.
Form 8-K filings further describe Sunoco LP’s capital markets activities, including the issuance of new senior notes in exchange for Parkland notes, the terms of related indentures, and changes to covenants and events of default. Other 8-Ks reference press releases furnishing earnings results, business outlook and guidance, and investor presentations. Together, these documents outline how Sunoco LP finances its operations and manages its obligations.
Sunoco LP’s SEC filings also confirm that its common units representing limited partner interests are registered under Section 12(b) of the Securities Exchange Act of 1934 and list the New York Stock Exchange as the trading venue. Filings describe amendments to the partnership agreement, the creation of new classes of units, and agreements among Sunoco LP, its general partner, SunocoCorp LLC, and Energy Transfer LP regarding governance and economic alignment.
On this page, users can review Sunoco LP’s SEC filings, including Form 8-Ks and other available documents. Platform tools can provide AI-powered summaries that highlight key terms, changes in obligations, and the business context of each filing, helping readers interpret complex legal and financial language more efficiently.
Sunoco LP reported that one of its directors received an equity-based award in the form of restricted phantom common units. On 01/02/2026, the director was granted 2,436 common units at a stated price of $0, increasing the director’s beneficial ownership to 6,117 common units held directly after the transaction.
The award was granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended, and is structured to vest over the long term. According to the filing, the restricted phantom units will vest 60% on 01/02/2029 and the remaining 40% on 01/02/2031, generally contingent on the director’s continued service on the board of directors on each vesting date.
Sunoco LP director reports grant of restricted phantom units
A Sunoco LP director filed a Form 4 reporting an award of 2,436 restricted phantom units of Sunoco LP common units on 01/02/2026. The filing shows the director now beneficially owns 19,248 common units following this grant, held directly.
The units were granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended. According to the explanation, the award will vest 60% on 01/02/2029 and 40% on 01/02/2031, generally contingent on the director continuing to serve on the board of directors through each vesting date. The transaction price is listed as $0, indicating it is a compensatory grant rather than an open-market purchase.
Sunoco LP reported that one of its directors acquired additional equity-based compensation in the form of common units. On 01/02/2026, the director received 2,436 Sunoco LP common units at a price of $0, increasing the director's beneficial ownership to 12,815 common units held directly after the transaction.
The award is structured as restricted phantom units granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended. These units are scheduled to vest 60% on 01/02/2029 and 40% on 01/02/2031, generally contingent on the director’s continued service on the board through each vesting date. This filing records the equity grant and updated ownership position.
Sunoco LP filed a current report to let investors know it has released its business outlook and guidance for 2026. The partnership issued a news release on January 6, 2026, and that release is attached as an exhibit to the report.
The news release is treated as information that is "furnished" rather than "filed" under securities laws, which limits how it is used for certain legal purposes. The filing itself does not include the detailed financial outlook, but directs readers to the attached press release for the full 2026 guidance.
Sunoco LP executive reports equity and cash-based awards and tax withholding. The Executive Vice President and Chief Commercial Officer filed a Form 4 disclosing compensation-related unit activity in Sunoco LP common units.
On 12/05/2025, 9,405 common units were withheld and disposed of at $55.26 per unit to cover tax liabilities triggered by the vesting of restricted units under Sunoco LP long-term incentive plans. After this withholding, the reporting person directly held 84,676 common units.
The executive also received 19,875 restricted phantom units under the Sunoco LP 2018 Long Term Incentive Plan, which are scheduled to vest 60% on 12/5/2028 and 40% on 12/5/2030, generally contingent on continued employment. In addition, an award of 6,625 cash units was granted under the Long-Term Cash Restricted Unit Plan, set to vest in three equal installments on December 5 of 2026, 2027, and 2028 and to be settled solely in cash based on the fair market value of Sunoco LP common units at each vesting date.
Sunoco LP executive reports equity and cash-based awards and tax withholding. The VP & Controller & PAO of Sunoco LP reported transactions dated 12/05/2025 in the company’s common units. The filing shows 3,519 common units withheld at a price of $55.26 to cover tax liabilities upon vesting of restricted units under Sunoco LP long-term incentive plans, leaving 33,875 units owned afterward. It also records a grant of 5,438 restricted phantom units at no purchase price, increasing the executive’s direct holdings to 39,313 common units.
The report further discloses a derivative award of 1,812 cash units under the Sunoco LP Long-Term Cash Restricted Unit Plan. These cash units are scheduled to vest in three equal installments on December 5, 2026, 2027, and 2028, and will be settled in cash based on the average closing price of Sunoco LP common units before each vesting date. The restricted phantom units are scheduled to vest 60% on 12/5/2028 and 40% on 12/5/2030, generally conditioned on continued employment.
Sunoco LP reported insider equity activity by its EVP & Chief Operations Officer. On 12/05/2025, the executive had 14,600 common units withheld at $55.26 per unit to cover tax liabilities when previously awarded restricted units vested, a common administrative transaction. After this, the executive directly owned 255,952 common units.
On the same date, the executive received a new grant of 35,100 restricted phantom units under Sunoco LP’s 2018 Long Term Incentive Plan, bringing direct beneficial ownership to 291,052 common units. In addition, the executive was granted 11,700 cash units under a Long-Term Cash Restricted Unit Plan, which are scheduled to vest in three annual installments and settle in cash based on the future market value of Sunoco LP common units.
Sunoco LP executive Daniel Hand reported equity transactions related to long-term incentives. As EVP–Chief Sales Officer, he filed a Form 4 showing that 9,149 common units were withheld on 12/05/2025 at $55.26 per unit to cover taxes upon vesting of previously granted restricted units. After this, he directly held 151,039 common units.
On the same date, he received a grant of 19,875 restricted phantom units at no cost, which are scheduled to vest 60% on 12/5/2028 and 40% on 12/5/2030, generally contingent on continued employment. He also received 6,625 cash units under a long-term cash restricted unit plan, set to vest in three equal installments on December 5 of 2026, 2027, and 2028, and to be settled in cash based on the average market price of Sunoco common units. Following these awards, he held 170,914 common units and 9,959 cash units.
Sunoco LP reported equity transactions by its President & CEO, who is also a director. On 12/05/2025, 33,810 common units were withheld at $55.26 per unit to cover tax liabilities tied to vesting restricted units under long-term incentive plans. On the same date, he received a grant of 97,200 restricted phantom units at no cost under the 2018 Long Term Incentive Plan, scheduled to vest 60% on 12/5/2028 and 40% on 12/5/2030, generally requiring continued employment. He also received an award of 32,400 cash units under a long-term cash restricted unit plan, vesting in three equal installments in 2026, 2027, and 2028 and settled in cash based on the average market price of Sunoco common units. After these transactions, he beneficially owned 591,888 common units directly, 10,000 units indirectly through the Kim Living Trust, and 44,900 cash units.
Sunoco LP Chief Financial Officer reported a routine equity transaction involving common units of the company. On 12/05/2025, the officer disposed of 9,020 Sunoco LP common units at a price of $55.26 per unit in a transaction coded "F," which indicates securities withheld to cover taxes. This withholding related to the vesting of Restricted Units granted under a Sunoco LP long-term incentive plan, where using units to satisfy tax obligations is described as the default method. Following this tax-withholding transaction, the officer beneficially owned 42,609 common units directly.