Filing Details
- Accession Number:
- 0001181431-11-057151
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2011-11-21 18:26:22
- Reporting Period:
- 2011-11-21
- Filing Date:
- 2011-11-21
- Accepted Time:
- 2011-11-21 18:26:22
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1136352 | Inergy L P | NRGY | Retail-Nonstore Retailers (5960) | 431918951 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1193477 | C William Gautreaux | 2 Brush Creek Blvd., Suite 200 Kansas City MO 64112 | President - Inergy Services | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Units | Acquisiton | 2011-11-21 | 15,000 | $23.41 | 1,406,442 | No | 4 | P | Indirect | As Trustee of the William C. Gautreaux Revocable Trust |
| Common Units | Acquisiton | 2011-11-21 | 5,000 | $23.50 | 255,994 | No | 4 | P | Indirect | As Co-Trustee of the William C. Gautreaux 2005 GRAT |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | P | Indirect | As Trustee of the William C. Gautreaux Revocable Trust |
| No | 4 | P | Indirect | As Co-Trustee of the William C. Gautreaux 2005 GRAT |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Units | 304,702 | Direct | |
| Common Units | 6,288 | Indirect | By Employee Unit Purchase Plan |
| Common Units | 19,235 | Indirect | As Co-Trustee of the William C. Gautreaux 2007 GRAT II |
| Common Units | 6,815 | Indirect | As Co-Trustee of the William C. Gautreaux 2008 GRAT II |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Common Units | Class B Units | $0.00 | 332,239 | 332,239 | Indirect | ||
| Common Units | Class B Units | $0.00 | 55,752 | 55,752 | Indirect | ||
| Common Units | Class B Units | $0.00 | 6,527 | 6,527 | Indirect | ||
| Common Units | Class B Units | $0.00 | 1,719 | 1,719 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 332,239 | 332,239 | Indirect | |
| 55,752 | 55,752 | Indirect | |
| 6,527 | 6,527 | Indirect | |
| 1,719 | 1,719 | Indirect |
Footnotes
- Includes restricted units granted under the Inergy, L.P. Long Term Incentive Plan, as amended.
- Represents common units held in the EUPP. Contributions to the EUPP are used to purchase Inergy common units at the end of each quarter.
- Mr. Gautreaux is trustee of the William C. Gautreaux Revocable Trust under Trust Indenture dated March 8, 2004.
- Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2005 Grantor Retained Annuity Trust under Trust Indenture dated March 31, 2005.
- Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2007 Grantor Retained Annuity Trust II under Trust Indenture dated August 30, 2007.
- Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2008 Grantor Retained Annuity Trust II under Trust Indenture dated May 20, 2008.
- The Class B units will convert automatically into common units on a one-for-one basis, with 50% of the outstanding Class B units converting into common units following the payment date of the fourth quarterly distribution following the closing of the merger and the remaining outstanding Class B units converting into common units following the payment date of the eighth quarterly distribution following the closing of the merger.
- The prices for this transaction range from $23.38 to $23.45.
- Upon request, full information about the subject transaction will be provided to the SEC.
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