Filing Details

Accession Number:
0001181431-11-060318
Form Type:
4
Zero Holdings:
No
Publication Time:
2011-12-13 18:11:31
Reporting Period:
2011-12-13
Filing Date:
2011-12-13
Accepted Time:
2011-12-13 18:11:31
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 2011-12-13 20,000 $22.81 1,461,442 No 4 P Indirect As Trustee of the William C. Gautreaux Revocable Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect As Trustee of the William C. Gautreaux Revocable Trust
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 255,994 Indirect As Co-Trustee of the William C. Gautreaux 2005 GRAT
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
  1. Includes restricted units granted under the Inergy, L.P. Long Term Incentive Plan, as amended.
  2. Represents common units held in the EUPP. Contributions to the EUPP are used to purchase Inergy common units at the end of each quarter.
  3. Mr. Gautreaux is trustee of the William C. Gautreaux Revocable Trust under Trust Indenture dated March 8, 2004.
  4. Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2005 Grantor Retained Annuity Trust under Trust Indenture dated March 31, 2005.
  5. Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2007 Grantor Retained Annuity Trust II under Trust Indenture dated August 30, 2007.
  6. Mr. Gautreaux is a co-trustee of the William C. Gautreaux 2008 Grantor Retained Annuity Trust II under Trust Indenture dated May 20, 2008.
  7. 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.
  8. The prices for this transaction range from $22.70 to $22.87.
  9. Upon request, full information about the subject transaction will be provided to the SEC.