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Johnston James David's Form 4 filing

Summit Midstream Partners, LP (SMLP) · filed Mar 19, 2024

Accession no.
0001549922-24-000035
Filed
Mar 19, 2024
Trade date
Mar 15, 2024
Filing delay
4 days
Rule 10b5-1 plan
Not checked

This filing lists 11 non-derivative transactions and 5 derivative transactions. Open-market sales total $12.2K. It was filed 4 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Johnston James DavidCIK 0001823482Officer (See remarks below.)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 15, 2024Common UnitsSSaleDisposed−600$20.25F2−$12,15022,250Direct
Mar 15, 2024Common UnitsMOption exerciseAcquired+8,361–F4–30,611Direct
Mar 15, 2024Common UnitsFTax withholdingDisposed−2,036$18.45−$37,564.228,575Direct
Mar 15, 2024Common UnitsMOption exerciseAcquired+5,545–F4–34,120Direct
Mar 15, 2024Common UnitsFTax withholdingDisposed−1,351$18.45−$24,925.9532,769Direct
Mar 15, 2024Common UnitsMOption exerciseAcquired+12,054–F4–44,823Direct
Mar 15, 2024Common UnitsFTax withholdingDisposed−2,936$18.45−$54,169.241,887Direct
Mar 15, 2024Common UnitsMOption exerciseAcquired+3,253–F4–45,140Direct
Mar 15, 2024Common UnitsFTax withholdingDisposed−793$18.45−$14,630.8544,347Direct
Mar 15, 2024Common UnitsMOption exerciseAcquired+9,794–F4–54,141Direct
Mar 15, 2024Common UnitsFTax withholdingDisposed−2,540$18.45−$46,86351,601Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Mar 15, 2024Common UnitsMOption exerciseDisposed−8,361$0.00$00Direct
Mar 15, 2024Common UnitsMOption exerciseDisposed−5,545$0.00$05,544Direct
Mar 15, 2024Common UnitsMOption exerciseDisposed−12,054$0.00$04,018Direct
Mar 15, 2024Common UnitsMOption exerciseDisposed−3,253$0.00$00Direct
Mar 15, 2024Common UnitsMOption exerciseDisposed−9,794$0.00$09,831Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

The price reported in Column 4 is a weighted average price and has been rounded to the nearest cent. These units were sold in multiple transactions at prices ranging from $20.24 to $20.25, inclusive. The reporting person undertakes to provide to Summit Midstream Partners, LP, any security holder of Summit Midstream Partners, LP, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of units sold at each separate price within the ranges set forth in footnote 2 to this Form 4.

Referenced by the price of 1 transaction in Table I.

F4

Each phantom unit is the economic equivalent of one common unit.

Referenced by the price of 5 transactions in Table I.

Remarks

The Reporting Person is Executive Vice President, General Counsel, and Chief Compliance Officer of Summit Midstream GP, LLC, the general partner of the Issuer (the "General Partner"). The Issuer is managed by the directors and executive officers of the General Partner.

Read the full filing on SEC EDGAR (opens in a new tab)