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 (SUN) and Parkland Corporation disclosed that the Hart-Scott-Rodino waiting period has expired, clearing a regulatory precondition for a previously announced deal. Under an Arrangement Agreement dated May 4, 2025, as amended on May 26, 2025, Sunoco will acquire all issued and outstanding common shares of Parkland. A joint press release dated September 22, 2025 was furnished as Exhibit 99.1 and is incorporated into the current report. The filing furnishes the press release and references the Arrangement Agreement and its amendment; no financial terms, expected closing date, or pro forma metrics are provided in the disclosed text.
Sunoco LP entered an arrangement to acquire Parkland and financed the transaction with a substantial debt and preferred units offering. The partnership agreed to acquire all issued common shares of Parkland under an Arrangement Agreement dated May 4, 2025, subject to regulatory and listing approvals. Sunoco issued $1,000 million of 5.625% senior notes due March 15, 2031, and $900 million of 5.875% senior notes due March 15, 2034, receiving approximately $1,880 million of net proceeds to fund cash consideration for the Parkland Acquisition and related costs. Sunoco also established Series A Preferred Units with a $1,000 liquidation preference and cumulative semiannual distributions starting March 18, 2026, resetting to the five-year U.S. Treasury rate plus 4.230% (floor 1.00%) on the first reset. Completion remains subject to customary conditions and significant risks disclosed in the filing.
SUNOCO L.P. entered into a purchase agreement to sell 1,500,000 of its 7.875% Series A Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Units in a preferred offering. The offering will generate $1.5 billion in gross proceeds to the Partnership before deducting the initial purchasers' aggregate discount of $22.5 million and other estimated offering expenses. The units are perpetual preferred securities with a stated fixed rate of 7.875% and feature cumulative dividends and reset mechanics as indicated by their name. The filing is executed by Sunoco GP LLC and signed by Rick Raymer, Vice President, Controller and Principal Accounting Officer.
SUNOCO L.P. reported that Sunoco will acquire all issued and outstanding common shares of Parkland under an Arrangement Agreement dated May 4, 2025. The Parkland Acquisition is subject to customary conditions including regulatory and stock exchange approvals and therefore may not close as contemplated or at all. The filing describes a mechanism for a special mandatory redemption of senior notes and Series A Preferred Units if the Arrangement Agreement is terminated or the parties determine the acquisition cannot be completed by a specified redemption date. The filing also references press releases dated September 4, 2025 announcing the pricing of a Notes Offering and a Preferred Offering and incorporates risk-factor disclosures by reference.
Sunoco LP and its affiliates entered into an Arrangement Agreement dated May 4, 2025, under which Sunoco will acquire all issued and outstanding common shares of Parkland Corporation on the terms and subject to customary closing conditions, including regulatory and stock exchange approvals. The filing states there is no assurance the acquisition will complete as contemplated. Following closing, approximately $3.8 billion of Parkland indebtedness is expected to remain outstanding, comprising Parkland senior unsecured notes and a Parkland EV Facility (C$54 million outstanding as of June 30, 2025). The Current Report references related press releases dated September 4, 2025, concerning a Notes Offering and a Preferred Offering and includes Parkland audited and interim financial statements and pro forma combined financial information.
Sunoco LP executed Amendment No. 3 to its Third Amended and Restated Credit Agreement, modifying how certain reserved cash is treated for covenant testing. The amendment permits up to $2,000,000,000 of cash reserved to fund a portion of the cash consideration for the Parkland Acquisition to be netted when calculating the Net Leverage Ratio used in the financial maintenance covenant. The change is incorporated into the Amended Credit Agreement and the full amendment is filed as Exhibit 10.1 to the report.
Schedule 13G/A (Amendment No. 4) filing for Sunoco LP (CUSIP 86765K109) was submitted on 07/01/2025 to report ownership as of 06/30/2025.
Reporting persons: (1) ALPS Advisors, Inc. (registered investment adviser, Colorado) and (2) Alerian MLP ETF (Delaware-domiciled, SEC-registered investment company). The filing is made under Rule 13d-1(b), signalling a passive investment intent rather than an activist stance.
Aggregate ownership: The parties jointly report beneficial ownership of 23,489,829 common units of Sunoco LP, equal to 15.38 % of the outstanding class. All voting and dispositive authority is shared; neither entity claims sole power over the units:
- Sole voting power: 0 units
- Shared voting power: 23,489,829 units
- Sole dispositive power: 0 units
- Shared dispositive power: 23,489,829 units
ALPS Advisors states that the units are held by the funds it manages—most notably the Alerian MLP ETF—and expressly disclaims beneficial ownership beyond Section 13(d) purposes.
Certification: Both signatories, via Chief Compliance Officer Matthew Sutula, certify the securities were acquired in the ordinary course of business and not with the purpose of influencing control of Sunoco LP.
Key takeaway: A single adviser-managed ETF controls over 15 % of Sunoco LP’s units, underscoring significant passive institutional ownership and potential liquidity support, but no control-seeking intent is indicated.